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Image for WMS Group LLC Buys Shares of 217,410 Schwab US Dividend Equity ETF $SCHD

WMS Group LLC Buys Shares of 217,410 Schwab US Dividend Equity ETF $SCHD

WMS Group LLC bought a new stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Rockefeller Capital Management L.P. Raises Stock Position in iShares S&P 500 Value ETF $IVE

Rockefeller Capital Management L.P. Raises Stock Position in iShares S&P 500 Value ETF $IVE

Rockefeller Capital Management L.P. lifted its position in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 18.4% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Image for Strategic Advisory Partners LLC Makes New $1.80 Million Investment in Vanguard Small-Cap ETF $VB

Strategic Advisory Partners LLC Makes New $1.80 Million Investment in Vanguard Small-Cap ETF $VB

Strategic Advisory Partners LLC purchased a new stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 6,996 shares of the... More of this article »
Image for NWF Advisory Services Inc. Sells 1,297 Shares of Advanced Micro Devices, Inc. $AMD

NWF Advisory Services Inc. Sells 1,297 Shares of Advanced Micro Devices, Inc. $AMD

NWF Advisory Services Inc. cut its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 19.7% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Winthrop Partners WNY LLC Invests $1.03 Million in Vanguard Real Estate ETF $VNQ

Winthrop Partners WNY LLC Invests $1.03 Million in Vanguard Real Estate ETF $VNQ

Winthrop Partners WNY LLC acquired a new position in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Gunpowder Capital Management LLC dba Oliver Wealth Management Acquires New Position in Capital Group Growth ETF $CGGR

Gunpowder Capital Management LLC dba Oliver Wealth Management Acquires New Position in Capital Group Growth ETF $CGGR

Gunpowder Capital Management LLC dba Oliver Wealth Management bought a new position in Capital Group Growth ETF (NYSEARCA:CGGR – Free Report) in the fourth quarter, Holdings Channel reports. The firm bought 64,915 shares of... More of this article »
Image for Staked TRX (STRX) Self Reported Market Capitalization Tops $197.95 Million

Staked TRX (STRX) Self Reported Market Capitalization Tops $197.95 Million

Staked TRX (STRX) traded 0% higher against the US dollar during the 1-day period ending at 7:00 AM Eastern on June 20th. One Staked TRX token can currently be purchased for about $0.41 or 0.00000640 BTC on popular exchanges. Staked... More of this article »
Image for Shrub 24 Hour Trading Volume Reaches $188.92 Thousand (SHRUB)

Shrub 24 Hour Trading Volume Reaches $188.92 Thousand (SHRUB)

Shrub (SHRUB) traded up 2.4% against the US dollar during the 24-hour period ending at 7:00 AM Eastern on June 20th. One Shrub token can currently be purchased for about $0.0009 or 0.00000001 BTC on popular exchanges. Shrub has a total... More of this article »
Image for Taylor Securities Services Inc. Purchases Shares of 1,202 Advanced Micro Devices, Inc. $AMD

Taylor Securities Services Inc. Purchases Shares of 1,202 Advanced Micro Devices, Inc. $AMD

Taylor Securities Services Inc. bought a new stake in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Quanta Services, Inc. $PWR Shares Bought by Mengis Capital Management Inc.

Quanta Services, Inc. $PWR Shares Bought by Mengis Capital Management Inc.

Mengis Capital Management Inc. lifted its position in shares of Quanta Services, Inc. (NYSE:PWR – Free Report) by 5.6% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for BlackRock $BLK Holdings Raised by Corient Private Wealth LLC

BlackRock $BLK Holdings Raised by Corient Private Wealth LLC

Corient Private Wealth LLC boosted its position in BlackRock (NYSE:BLK – Free Report) by 11.6% in the fourth quarter, HoldingsChannel.com reports. The firm owned 115,862 shares of the asset manager’s stock after purchasing... More of this article »
Image for Rehmann Capital Advisory Group Has $10.84 Million Position in SPDR Gold Shares $GLD

Rehmann Capital Advisory Group Has $10.84 Million Position in SPDR Gold Shares $GLD

Rehmann Capital Advisory Group raised its position in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 8.0% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 27,360... More of this article »
Image for World Investment Advisors Buys 35,578 Shares of Innovator U.S. Equity Power Buffer ETF – January $PJAN

World Investment Advisors Buys 35,578 Shares of Innovator U.S. Equity Power Buffer ETF – January $PJAN

World Investment Advisors boosted its position in shares of Innovator U.S. Equity Power Buffer ETF – January (BATS:PJAN – Free Report) by 317.2% in the fourth quarter, according to its most recent filing with the Securities... More of this article »
Image for Worthington Financial Partners LLC Makes New Investment in Capital Group Core Equity ETF $CGUS

Worthington Financial Partners LLC Makes New Investment in Capital Group Core Equity ETF $CGUS

Worthington Financial Partners LLC acquired a new position in shares of Capital Group Core Equity ETF (NYSEARCA:CGUS – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for XXEC Inc. Trims Stake in Nordson Corporation $NDSN

XXEC Inc. Trims Stake in Nordson Corporation $NDSN

XXEC Inc. decreased its position in Nordson Corporation (NASDAQ:NDSN – Free Report) by 14.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 30,533... More of this article »
Image for Rockefeller Capital Management L.P. Has $138.31 Million Stake in American Express Company $AXP

Rockefeller Capital Management L.P. Has $138.31 Million Stake in American Express Company $AXP

Rockefeller Capital Management L.P. reduced its holdings in American Express Company (NYSE:AXP – Free Report) by 4.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for 7,823 Shares in Visa Inc. $V Bought by Tempo Wealth LLC

7,823 Shares in Visa Inc. $V Bought by Tempo Wealth LLC

Tempo Wealth LLC purchased a new stake in shares of Visa Inc. (NYSE:V – Free Report) during the 4th quarter, according to the company in its most recent filing with the SEC. The fund purchased 7,823 shares of the credit-card... More of this article »
Image for Thryve Wealth Management LLC Invests $1.15 Million in Visa Inc. $V

Thryve Wealth Management LLC Invests $1.15 Million in Visa Inc. $V

Thryve Wealth Management LLC acquired a new position in shares of Visa Inc. (NYSE:V – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired... More of this article »
Image for Tempo Wealth LLC Takes $945,000 Position in Eli Lilly and Company $LLY

Tempo Wealth LLC Takes $945,000 Position in Eli Lilly and Company $LLY

Tempo Wealth LLC purchased a new position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Sentinel Dome Partners LLC Acquires Shares of 75,600 Norwegian Cruise Line Holdings Ltd. $NCLH

Sentinel Dome Partners LLC Acquires Shares of 75,600 Norwegian Cruise Line Holdings Ltd. $NCLH

Sentinel Dome Partners LLC acquired a new position in shares of Norwegian Cruise Line Holdings Ltd. (NYSE:NCLH – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Image for Tulsa Wealth Advisors INC Invests $667,000 in Lowe’s Companies, Inc. $LOW

Tulsa Wealth Advisors INC Invests $667,000 in Lowe’s Companies, Inc. $LOW

Tulsa Wealth Advisors INC acquired a new stake in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 2,766 shares... More of this article »
Image for Nalls Sherbakoff Group LLC Makes New $1.90 Million Investment in Schwab U.S. Large-Cap Value ETF $SCHV

Nalls Sherbakoff Group LLC Makes New $1.90 Million Investment in Schwab U.S. Large-Cap Value ETF $SCHV

Nalls Sherbakoff Group LLC purchased a new position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) in the fourth quarter, according to its most recent disclosure with the SEC. The firm purchased 64,282... More of this article »
Image for Sendas Distribuidora (OTCMKTS:ASAIY) versus Fairway Group (OTCMKTS:FWMHQ) Head-To-Head Analysis

Sendas Distribuidora (OTCMKTS:ASAIY) versus Fairway Group (OTCMKTS:FWMHQ) Head-To-Head Analysis

Sendas Distribuidora (OTCMKTS:ASAIY – Get Free Report) and Fairway Group (OTCMKTS:FWMHQ – Get Free Report) are both retail/wholesale companies, but which is the superior stock? We will contrast the two businesses based... More of this article »
Image for Worthington Financial Partners LLC Takes $1.63 Million Position in Putnam Mun Oppo $PMO

Worthington Financial Partners LLC Takes $1.63 Million Position in Putnam Mun Oppo $PMO

Worthington Financial Partners LLC purchased a new position in shares of Putnam Mun Oppo (NYSE:PMO – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Analysts Set Root, Inc. (NASDAQ:ROOT) Price Target at $93.20

Analysts Set Root, Inc. (NASDAQ:ROOT) Price Target at $93.20

Root, Inc. (NASDAQ:ROOT – Get Free Report) has earned an average recommendation of “Hold” from the seven research firms that are currently covering the stock, Marketbeat reports. Five investment analysts have rated... More of this article »
Image for 808,772 Shares in Schwab US Broad Market ETF $SCHB Bought by Nalls Sherbakoff Group LLC

808,772 Shares in Schwab US Broad Market ETF $SCHB Bought by Nalls Sherbakoff Group LLC

Nalls Sherbakoff Group LLC acquired a new stake in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Image for Koenig Investment Advisory LLC Purchases Shares of 22,931 Enterprise Products Partners L.P. $EPD

Koenig Investment Advisory LLC Purchases Shares of 22,931 Enterprise Products Partners L.P. $EPD

Koenig Investment Advisory LLC purchased a new stake in Enterprise Products Partners L.P. (NYSE:EPD – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Tulsa Wealth Advisors INC Buys Shares of 45,451 Marathon Petroleum Corporation $MPC

Tulsa Wealth Advisors INC Buys Shares of 45,451 Marathon Petroleum Corporation $MPC

Tulsa Wealth Advisors INC purchased a new position in Marathon Petroleum Corporation (NYSE:MPC – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for River Road Asset Management LLC Sells 31,267 Shares of Corning Incorporated $GLW

River Road Asset Management LLC Sells 31,267 Shares of Corning Incorporated $GLW

River Road Asset Management LLC cut its stake in shares of Corning Incorporated (NYSE:GLW – Free Report) by 48.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for 34,833 Shares in Visa Inc. $V Acquired by MidFirst Bank

34,833 Shares in Visa Inc. $V Acquired by MidFirst Bank

MidFirst Bank acquired a new stake in Visa Inc. (NYSE:V – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 34,833... More of this article »
Image for Tulsa Wealth Advisors INC Takes Position in Edwards Lifesciences Corporation $EW

Tulsa Wealth Advisors INC Takes Position in Edwards Lifesciences Corporation $EW

Tulsa Wealth Advisors INC bought a new position in shares of Edwards Lifesciences Corporation (NYSE:EW – Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor bought... More of this article »
Image for Sentinel Dome Partners LLC Takes Position in ServiceNow, Inc. $NOW

Sentinel Dome Partners LLC Takes Position in ServiceNow, Inc. $NOW

Sentinel Dome Partners LLC bought a new position in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for Lucid Group, Inc. $LCID Shares Sold by PEAK6 LLC

Lucid Group, Inc. $LCID Shares Sold by PEAK6 LLC

PEAK6 LLC lessened its holdings in Lucid Group, Inc. (NASDAQ:LCID – Free Report) by 93.6% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 25,362... More of this article »
Image for 25,075 Shares in Invesco RAFI Developed Markets ex-U.S. ETF $PXF Acquired by Nalls Sherbakoff Group LLC

25,075 Shares in Invesco RAFI Developed Markets ex-U.S. ETF $PXF Acquired by Nalls Sherbakoff Group LLC

Nalls Sherbakoff Group LLC bought a new stake in shares of Invesco RAFI Developed Markets ex-U.S. ETF (NYSEARCA:PXF – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Nalls Sherbakoff Group LLC Buys Shares of 600 W.W. Grainger, Inc. $GWW

Nalls Sherbakoff Group LLC Buys Shares of 600 W.W. Grainger, Inc. $GWW

Nalls Sherbakoff Group LLC purchased a new stake in W.W. Grainger, Inc. (NYSE:GWW – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Montanaro Asset Management Ltd Purchases 10,600 Shares of EastGroup Properties, Inc. $EGP

Montanaro Asset Management Ltd Purchases 10,600 Shares of EastGroup Properties, Inc. $EGP

Montanaro Asset Management Ltd raised its holdings in shares of EastGroup Properties, Inc. (NYSE:EGP – Free Report) by 28.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Montanaro Asset Management Ltd Lowers Position in Cognex Corporation $CGNX

Montanaro Asset Management Ltd Lowers Position in Cognex Corporation $CGNX

Montanaro Asset Management Ltd trimmed its holdings in shares of Cognex Corporation (NASDAQ:CGNX – Free Report) by 36.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for Pure Financial Advisors LLC Acquires 9,949 Shares of iShares National Muni Bond ETF $MUB

Pure Financial Advisors LLC Acquires 9,949 Shares of iShares National Muni Bond ETF $MUB

Pure Financial Advisors LLC boosted its holdings in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 13.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for The Charles Schwab Corporation $SCHW Stock Holdings Lifted by Hsbc Holdings PLC

The Charles Schwab Corporation $SCHW Stock Holdings Lifted by Hsbc Holdings PLC

Hsbc Holdings PLC increased its holdings in The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 19.0% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 3,955,974 shares of the financial... More of this article »
Image for 18,750 Shares in Invesco S&P 500 Equal Weight Technology ETF $RSPT Bought by Gunpowder Capital Management LLC dba Oliver Wealth Management

18,750 Shares in Invesco S&P 500 Equal Weight Technology ETF $RSPT Bought by Gunpowder Capital Management LLC dba Oliver Wealth Management

Gunpowder Capital Management LLC dba Oliver Wealth Management bought a new position in shares of Invesco S&P 500 Equal Weight Technology ETF (NYSEARCA:RSPT – Free Report) during the fourth quarter, according to its most... More of this article »