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Image for Signaturefd LLC Cuts Stock Position in Vanguard Growth ETF (NYSEARCA:VUG)

Signaturefd LLC Cuts Stock Position in Vanguard Growth ETF (NYSEARCA:VUG)

Signaturefd LLC lessened its stake in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 0.5% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Image for WFA Asset Management Corp Sells 304 Shares of PepsiCo, Inc. (NASDAQ:PEP)

WFA Asset Management Corp Sells 304 Shares of PepsiCo, Inc. (NASDAQ:PEP)

WFA Asset Management Corp decreased its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 12.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for WFA Asset Management Corp Boosts Stake in AbbVie Inc. (NYSE:ABBV)

WFA Asset Management Corp Boosts Stake in AbbVie Inc. (NYSE:ABBV)

WFA Asset Management Corp raised its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 1.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Kathleen S. Wright Associates Inc. Has $2.65 Million Position in Vanguard Small-Cap ETF (NYSEARCA:VB)

Kathleen S. Wright Associates Inc. Has $2.65 Million Position in Vanguard Small-Cap ETF (NYSEARCA:VB)

Kathleen S. Wright Associates Inc. boosted its position in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 9.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Pathway Financial Advisors LLC Reduces Holdings in Honeywell International Inc. (NASDAQ:HON)

Pathway Financial Advisors LLC Reduces Holdings in Honeywell International Inc. (NASDAQ:HON)

Pathway Financial Advisors LLC cut its stake in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 0.2% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for WFA Asset Management Corp Has $212,000 Holdings in Philip Morris International Inc. (NYSE:PM)

WFA Asset Management Corp Has $212,000 Holdings in Philip Morris International Inc. (NYSE:PM)

WFA Asset Management Corp raised its stake in shares of Philip Morris International Inc. (NYSE:PM – Free Report) by 10.0% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned... More of this article »
Image for UnitedHealth Group Incorporated (NYSE:UNH) Shares Sold by Calamos Wealth Management LLC

UnitedHealth Group Incorporated (NYSE:UNH) Shares Sold by Calamos Wealth Management LLC

Calamos Wealth Management LLC decreased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 0.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Grandfield & Dodd LLC Buys 52 Shares of Costco Wholesale Co. (NASDAQ:COST)

Grandfield & Dodd LLC Buys 52 Shares of Costco Wholesale Co. (NASDAQ:COST)

Grandfield & Dodd LLC boosted its stake in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 1.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Nicholas Hoffman & Company LLC. Buys 61,574 Shares of Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC)

Nicholas Hoffman & Company LLC. Buys 61,574 Shares of Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC)

Nicholas Hoffman & Company LLC. grew its stake in shares of Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC – Free Report) by 42.4% during the 4th quarter, according to the company in its most recent Form 13F filing... More of this article »
Image for Verdence Capital Advisors LLC Purchases 152 Shares of Vanguard Value ETF (NYSEARCA:VTV)

Verdence Capital Advisors LLC Purchases 152 Shares of Vanguard Value ETF (NYSEARCA:VTV)

Verdence Capital Advisors LLC increased its position in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 0.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Verdence Capital Advisors LLC Raises Holdings in Elevance Health, Inc. (NYSE:ELV)

Verdence Capital Advisors LLC Raises Holdings in Elevance Health, Inc. (NYSE:ELV)

Verdence Capital Advisors LLC boosted its stake in shares of Elevance Health, Inc. (NYSE:ELV – Free Report) by 2.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Nicholas Hoffman & Company LLC. Has $2.40 Million Stock Position in The Southern Company (NYSE:SO)

Nicholas Hoffman & Company LLC. Has $2.40 Million Stock Position in The Southern Company (NYSE:SO)

Nicholas Hoffman & Company LLC. lifted its position in shares of The Southern Company (NYSE:SO – Free Report) by 2.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for Powell Investment Advisors LLC Invests $208,000 in CVS Health Co. (NYSE:CVS)

Powell Investment Advisors LLC Invests $208,000 in CVS Health Co. (NYSE:CVS)

Powell Investment Advisors LLC purchased a new position in CVS Health Co. (NYSE:CVS – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) Position Boosted by Pathway Financial Advisors LLC

Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) Position Boosted by Pathway Financial Advisors LLC

Pathway Financial Advisors LLC increased its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 6.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Pathway Financial Advisors LLC Makes New Investment in ANSYS, Inc. (NASDAQ:ANSS)

Pathway Financial Advisors LLC Makes New Investment in ANSYS, Inc. (NASDAQ:ANSS)

Pathway Financial Advisors LLC purchased a new stake in shares of ANSYS, Inc. (NASDAQ:ANSS – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Castle Wealth Management LLC Grows Stock Holdings in Meta Platforms, Inc. (NASDAQ:META)

Castle Wealth Management LLC Grows Stock Holdings in Meta Platforms, Inc. (NASDAQ:META)

Castle Wealth Management LLC boosted its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 2.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for Nicholas Hoffman & Company LLC. Reduces Holdings in iShares Latin America 40 ETF (NYSEARCA:ILF)

Nicholas Hoffman & Company LLC. Reduces Holdings in iShares Latin America 40 ETF (NYSEARCA:ILF)

Nicholas Hoffman & Company LLC. decreased its position in shares of iShares Latin America 40 ETF (NYSEARCA:ILF – Free Report) by 38.8% during the 4th quarter, according to the company in its most recent disclosure with... More of this article »
Image for DT Investment Partners LLC Purchases 1,257 Shares of Comcast Co. (NASDAQ:CMCSA)

DT Investment Partners LLC Purchases 1,257 Shares of Comcast Co. (NASDAQ:CMCSA)

DT Investment Partners LLC lifted its position in shares of Comcast Co. (NASDAQ:CMCSA – Free Report) by 29.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for iShares Russell Mid-Cap ETF (NYSEARCA:IWR) Shares Sold by Lindbrook Capital LLC

iShares Russell Mid-Cap ETF (NYSEARCA:IWR) Shares Sold by Lindbrook Capital LLC

Lindbrook Capital LLC reduced its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 1.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for AIA Group Ltd Has $433,000 Stake in Palo Alto Networks, Inc. (NASDAQ:PANW)

AIA Group Ltd Has $433,000 Stake in Palo Alto Networks, Inc. (NASDAQ:PANW)

AIA Group Ltd trimmed its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 28.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Powell Investment Advisors LLC Invests $964,000 in United States Oil Fund LP (NYSEARCA:USO)

Powell Investment Advisors LLC Invests $964,000 in United States Oil Fund LP (NYSEARCA:USO)

Powell Investment Advisors LLC acquired a new position in United States Oil Fund LP (NYSEARCA:USO – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm acquired 14,460 shares of... More of this article »
Image for Pathway Financial Advisors LLC Grows Stake in Invesco Total Return Bond ETF (NYSEARCA:GTO)

Pathway Financial Advisors LLC Grows Stake in Invesco Total Return Bond ETF (NYSEARCA:GTO)

Pathway Financial Advisors LLC grew its holdings in Invesco Total Return Bond ETF (NYSEARCA:GTO – Free Report) by 82.2% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 13,309... More of this article »
Image for Verdence Capital Advisors LLC Has $3.66 Million Stake in McDonald’s Co. (NYSE:MCD)

Verdence Capital Advisors LLC Has $3.66 Million Stake in McDonald’s Co. (NYSE:MCD)

Verdence Capital Advisors LLC grew its stake in McDonald’s Co. (NYSE:MCD – Free Report) by 0.4% during the 4th quarter, HoldingsChannel.com reports. The firm owned 12,356 shares of the fast-food giant’s stock after... More of this article »
Image for Energy Web Token Self Reported Market Cap Reaches $105.47 Million (EWT)

Energy Web Token Self Reported Market Cap Reaches $105.47 Million (EWT)

Energy Web Token (EWT) traded 4.1% higher against the dollar during the twenty-four hour period ending at 14:00 PM Eastern on April 20th. During the last seven days, Energy Web Token has traded 2.5% lower against the dollar. Energy... More of this article »
Image for Schwab US Small-Cap ETF (NYSEARCA:SCHA) Shares Acquired by Kathleen S. Wright Associates Inc.

Schwab US Small-Cap ETF (NYSEARCA:SCHA) Shares Acquired by Kathleen S. Wright Associates Inc.

Kathleen S. Wright Associates Inc. increased its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 9.2% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 3,709... More of this article »
Image for Pathway Financial Advisors LLC Sells 1,133 Shares of iShares Short Treasury Bond ETF (NASDAQ:SHV)

Pathway Financial Advisors LLC Sells 1,133 Shares of iShares Short Treasury Bond ETF (NASDAQ:SHV)

Pathway Financial Advisors LLC lowered its position in iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 8.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Image for Affirm Holdings, Inc. (NASDAQ:AFRM) Holdings Lowered by Kathleen S. Wright Associates Inc.

Affirm Holdings, Inc. (NASDAQ:AFRM) Holdings Lowered by Kathleen S. Wright Associates Inc.

Kathleen S. Wright Associates Inc. reduced its holdings in Affirm Holdings, Inc. (NASDAQ:AFRM – Free Report) by 49.4% during the fourth quarter, Holdings Channel reports. The firm owned 4,246 shares of the company’s stock... More of this article »
Image for 2,180 Shares in Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT) Purchased by Kathleen S. Wright Associates Inc.

2,180 Shares in Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT) Purchased by Kathleen S. Wright Associates Inc.

Kathleen S. Wright Associates Inc. bought a new position in shares of Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT – Free Report) in the 4th quarter, Holdings Channel.com reports. The firm bought 2,180 shares of... More of this article »
Image for Pathway Financial Advisors LLC Acquires New Shares in VictoryShares Core Intermediate Bond ETF (NASDAQ:UITB)

Pathway Financial Advisors LLC Acquires New Shares in VictoryShares Core Intermediate Bond ETF (NASDAQ:UITB)

Pathway Financial Advisors LLC acquired a new stake in VictoryShares Core Intermediate Bond ETF (NASDAQ:UITB – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund acquired... More of this article »
Image for JPMorgan Ultra-Short Municipal ETF (BATS:JMST) Shares Sold by Kathleen S. Wright Associates Inc.

JPMorgan Ultra-Short Municipal ETF (BATS:JMST) Shares Sold by Kathleen S. Wright Associates Inc.

Kathleen S. Wright Associates Inc. decreased its position in JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Free Report) by 3.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Robbins Farley Has $2.76 Million Holdings in Domino’s Pizza, Inc. (NYSE:DPZ)

Robbins Farley Has $2.76 Million Holdings in Domino’s Pizza, Inc. (NYSE:DPZ)

Robbins Farley grew its holdings in Domino’s Pizza, Inc. (NYSE:DPZ – Free Report) by 2.0% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned... More of this article »
Image for Robbins Farley Makes New $2.52 Million Investment in Arthur J. Gallagher & Co. (NYSE:AJG)

Robbins Farley Makes New $2.52 Million Investment in Arthur J. Gallagher & Co. (NYSE:AJG)

Robbins Farley bought a new position in shares of Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) during the 4th quarter, HoldingsChannel.com reports. The fund bought 11,196 shares of the financial services provider’s... More of this article »
Image for Robbins Farley Buys 18,293 Shares of DraftKings Inc. (NASDAQ:DKNG)

Robbins Farley Buys 18,293 Shares of DraftKings Inc. (NASDAQ:DKNG)

Robbins Farley increased its stake in DraftKings Inc. (NASDAQ:DKNG – Free Report) by 33,260.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 18,348... More of this article »
Image for Robbins Farley Has $1.43 Million Position in The Coca-Cola Company (NYSE:KO)

Robbins Farley Has $1.43 Million Position in The Coca-Cola Company (NYSE:KO)

Robbins Farley increased its position in The Coca-Cola Company (NYSE:KO – Free Report) by 16.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 24,229 shares of the company’s... More of this article »
Image for WFA Asset Management Corp Lowers Stock Position in Wells Fargo & Company (NYSE:WFC)

WFA Asset Management Corp Lowers Stock Position in Wells Fargo & Company (NYSE:WFC)

WFA Asset Management Corp lessened its stake in shares of Wells Fargo & Company (NYSE:WFC – Free Report) by 29.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for WFA Asset Management Corp Invests $95,000 in Fiserv, Inc. (NYSE:FI)

WFA Asset Management Corp Invests $95,000 in Fiserv, Inc. (NYSE:FI)

WFA Asset Management Corp purchased a new stake in Fiserv, Inc. (NYSE:FI – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased... More of this article »
Image for WFA Asset Management Corp Sells 1,322 Shares of Energy Transfer LP (NYSE:ET)

WFA Asset Management Corp Sells 1,322 Shares of Energy Transfer LP (NYSE:ET)

WFA Asset Management Corp lowered its stake in Energy Transfer LP (NYSE:ET – Free Report) by 30.0% during the fourth quarter, HoldingsChannel.com reports. The firm owned 3,089 shares of the pipeline company’s stock after... More of this article »
Image for Bristol-Myers Squibb (NYSE:BMY) Shares Sold by WFA Asset Management Corp

Bristol-Myers Squibb (NYSE:BMY) Shares Sold by WFA Asset Management Corp

WFA Asset Management Corp reduced its holdings in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 35.8% 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 0xBitcoin Price Tops $0.0870 on Major Exchanges (0xBTC)

0xBitcoin Price Tops $0.0870 on Major Exchanges (0xBTC)

0xBitcoin (0xBTC) traded 13.1% lower against the dollar during the 24 hour period ending at 14:00 PM Eastern on April 20th. One 0xBitcoin token can now be purchased for approximately $0.0870 or 0.00000133 BTC on popular cryptocurrency... More of this article »
Image for FTX Token Price Tops $1.40 on Major Exchanges (FTT)

FTX Token Price Tops $1.40 on Major Exchanges (FTT)

FTX Token (FTT) traded up 11.3% against the U.S. dollar during the 24-hour period ending at 14:00 PM ET on April 20th. During the last seven days, FTX Token has traded up 9.2% against the U.S. dollar. FTX Token has a market capitalization... More of this article »
Image for Ipswich Investment Management Co. Inc. Has $248,000 Stock Holdings in CVS Health Co. (NYSE:CVS)

Ipswich Investment Management Co. Inc. Has $248,000 Stock Holdings in CVS Health Co. (NYSE:CVS)

Ipswich Investment Management Co. Inc. lessened its stake in shares of CVS Health Co. (NYSE:CVS – Free Report) by 7.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for Grandfield & Dodd LLC Has $33.83 Million Stock Holdings in Autodesk, Inc. (NASDAQ:ADSK)

Grandfield & Dodd LLC Has $33.83 Million Stock Holdings in Autodesk, Inc. (NASDAQ:ADSK)

Grandfield & Dodd LLC boosted its holdings in shares of Autodesk, Inc. (NASDAQ:ADSK – Free Report) by 3.1% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 138,943 shares of the software... More of this article »
Image for Bender Robert & Associates Lowers Stock Holdings in Visa Inc. (NYSE:V)

Bender Robert & Associates Lowers Stock Holdings in Visa Inc. (NYSE:V)

Bender Robert & Associates trimmed its stake in Visa Inc. (NYSE:V – Free Report) by 7.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for Lindbrook Capital LLC Increases Holdings in Salesforce, Inc. (NYSE:CRM)

Lindbrook Capital LLC Increases Holdings in Salesforce, Inc. (NYSE:CRM)

Lindbrook Capital LLC lifted its stake in Salesforce, Inc. (NYSE:CRM – Free Report) by 10.1% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 6,087 shares of the CRM... More of this article »
Image for Uniswap (UNI) Price Reaches $7.82 on Top Exchanges

Uniswap (UNI) Price Reaches $7.82 on Top Exchanges

Uniswap (UNI) traded up 3.3% against the dollar during the twenty-four hour period ending at 13:00 PM E.T. on April 20th. Uniswap has a total market cap of $4.68 billion and $119.69 million worth of Uniswap was traded on exchanges... More of this article »
Image for Rollbit Coin (RLB) Price Tops $0.13 on Major Exchanges

Rollbit Coin (RLB) Price Tops $0.13 on Major Exchanges

Rollbit Coin (RLB) traded up 10% against the US dollar during the 24 hour period ending at 13:00 PM ET on April 20th. In the last week, Rollbit Coin has traded up 19.9% against the US dollar. One Rollbit Coin token can currently be... More of this article »
Image for WFA Asset Management Corp Acquires 4,213 Shares of Altria Group, Inc. (NYSE:MO)

WFA Asset Management Corp Acquires 4,213 Shares of Altria Group, Inc. (NYSE:MO)

WFA Asset Management Corp increased its stake in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 34.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Image for Calamos Wealth Management LLC Raises Position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Calamos Wealth Management LLC Raises Position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Calamos Wealth Management LLC grew its position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 16.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Calamos Wealth Management LLC Has $6.03 Million Stock Holdings in Chevron Co. (NYSE:CVX)

Calamos Wealth Management LLC Has $6.03 Million Stock Holdings in Chevron Co. (NYSE:CVX)

Calamos Wealth Management LLC lessened its holdings in Chevron Co. (NYSE:CVX – Free Report) by 6.5% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor ... More of this article »
Image for Carmel Capital Partners LLC Acquires 421 Shares of Realty Income Co. (NYSE:O)

Carmel Capital Partners LLC Acquires 421 Shares of Realty Income Co. (NYSE:O)

Carmel Capital Partners LLC raised its holdings in shares of Realty Income Co. (NYSE:O – Free Report) by 3.9% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 11,097 shares of the real... More of this article »