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Image for Larry Mathis Financial Planning LLC Buys New Shares in iShares Short Treasury Bond ETF $SHV

Larry Mathis Financial Planning LLC Buys New Shares in iShares Short Treasury Bond ETF $SHV

Larry Mathis Financial Planning LLC purchased a new stake in shares of iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Wick Capital Partners LLC Sells 19,129 Shares of iShares Ultra Short-Term Bond Active ETF $ICSH

Wick Capital Partners LLC Sells 19,129 Shares of iShares Ultra Short-Term Bond Active ETF $ICSH

Wick Capital Partners LLC lessened its position in shares of iShares Ultra Short-Term Bond Active ETF (BATS:ICSH – Free Report) by 97.4% during the fourth quarter, Holdings Channel reports. The institutional investor owned... More of this article »
Image for OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC Sells 43,438 Shares of ACM Research, Inc. $ACMR

OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC Sells 43,438 Shares of ACM Research, Inc. $ACMR

OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC cut its holdings in ACM Research, Inc. (NASDAQ:ACMR – Free Report) by 54.7% during the fourth quarter, according to the company in its most recent 13F filing... More of this article »
Image for Rockefeller Capital Management L.P. Trims Position in Vanguard Mid-Cap Growth ETF $VOT

Rockefeller Capital Management L.P. Trims Position in Vanguard Mid-Cap Growth ETF $VOT

Rockefeller Capital Management L.P. trimmed its holdings in shares of Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 0.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Apple Hospitality REIT, Inc. (APLE) to Distribute Monthly Dividend of $0.08 on July 15th

Apple Hospitality REIT, Inc. (APLE) to Distribute Monthly Dividend of $0.08 on July 15th

Apple Hospitality REIT, Inc. (NYSE:APLE – Get Free Report) announced a monthly dividend on Thursday, June 18th. Investors of record on Tuesday, June 30th will be given a dividend of 0.08 per share by the real estate investment... More of this article »
Image for Mfs Muni Inc Tr (MFM) To Go Ex-Dividend on June 29th

Mfs Muni Inc Tr (MFM) To Go Ex-Dividend on June 29th

Mfs Muni Inc Tr (NYSE:MFM – Get Free Report) announced a special dividend on Thursday, June 18th. Stockholders of record on Monday, June 29th will be paid a dividend of 0.024 per share by the closed-end fund on Tuesday, July... More of this article »
Image for Personal Assets (LON:PNL) Announces Quarterly Earnings Results

Personal Assets (LON:PNL) Announces Quarterly Earnings Results

Personal Assets (LON:PNL – Get Free Report) posted its quarterly earnings results on Thursday. The company reported GBX 6.03 earnings per share for the quarter, Digital Look Earnings reports. The firm had revenue of GBX 2,715... More of this article »
Image for Johnson & Johnson $JNJ Holdings Decreased by Groupama Asset Managment

Johnson & Johnson $JNJ Holdings Decreased by Groupama Asset Managment

Groupama Asset Managment reduced its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 8.0% 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 SB Capital Management Inc Buys Shares of 1,821 Microsoft Corporation $MSFT

SB Capital Management Inc Buys Shares of 1,821 Microsoft Corporation $MSFT

SB Capital Management Inc purchased a new stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Saul Centers, Inc. (BFS) To Go Ex-Dividend on July 15th

Saul Centers, Inc. (BFS) To Go Ex-Dividend on July 15th

Saul Centers, Inc. (NYSE:BFS – Get Free Report) declared a quarterly dividend on Thursday, June 18th. Shareholders of record on Wednesday, July 15th will be given a dividend of 0.59 per share by the real estate investment trust... More of this article »
Image for First Trust Intermediate Duration Preferred & Income Fund (FPF) to Distribute Monthly Dividend of $0.14 on July 15th

First Trust Intermediate Duration Preferred & Income Fund (FPF) to Distribute Monthly Dividend of $0.14 on July 15th

First Trust Intermediate Duration Preferred & Income Fund (NYSE:FPF – Get Free Report) declared a monthly dividend on Thursday, June 18th. Stockholders of record on Wednesday, July 1st will be given a dividend of 0.1375... More of this article »
Image for Gildan Activewear (NYSE:GIL) Releases FY 2026 Earnings Guidance

Gildan Activewear (NYSE:GIL) Releases FY 2026 Earnings Guidance

Gildan Activewear (NYSE:GIL – Get Free Report) (TSE:GIL) updated its FY 2026 earnings guidance on Friday morning. The company provided earnings per share guidance of 4.200-4.400 for the period, compared to the consensus estimate... More of this article »
Image for John A. Wolfe & Associates Inc. Takes Position in Vanguard International High Dividend Yield ETF $VYMI

John A. Wolfe & Associates Inc. Takes Position in Vanguard International High Dividend Yield ETF $VYMI

John A. Wolfe & Associates Inc. purchased a new position in Vanguard International High Dividend Yield ETF (NASDAQ:VYMI – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities... More of this article »
Image for 430,985 Shares in iShares MSCI EAFE ETF $EFA Acquired by Storen Legacy Partners LLC

430,985 Shares in iShares MSCI EAFE ETF $EFA Acquired by Storen Legacy Partners LLC

Storen Legacy Partners LLC bought a new position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for iShares Russell 2000 ETF $IWM Shares Sold by NWF Advisory Services Inc.

iShares Russell 2000 ETF $IWM Shares Sold by NWF Advisory Services Inc.

NWF Advisory Services Inc. cut its position in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 26.3% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 31,843 shares... More of this article »
Image for Koenig Investment Advisory LLC Purchases New Shares in AbbVie Inc. $ABBV

Koenig Investment Advisory LLC Purchases New Shares in AbbVie Inc. $ABBV

Koenig Investment Advisory LLC purchased a new position in AbbVie Inc. (NYSE:ABBV – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased... More of this article »
Image for MidFirst Bank Invests $1.28 Million in Accenture PLC $ACN

MidFirst Bank Invests $1.28 Million in Accenture PLC $ACN

MidFirst Bank acquired a new stake in shares of Accenture PLC (NYSE:ACN – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Image for 2,656 Shares in EMCOR Group, Inc. $EME Bought by Worthington Financial Partners LLC

2,656 Shares in EMCOR Group, Inc. $EME Bought by Worthington Financial Partners LLC

Worthington Financial Partners LLC acquired a new position in EMCOR Group, Inc. (NYSE:EME – Free Report) during the 4th quarter, HoldingsChannel.com reports. The fund acquired 2,656 shares of the construction company’s... More of this article »
Image for Comparing Kingsway Financial Services (NYSE:KWY) & Slide Insurance (NASDAQ:SLDE)

Comparing Kingsway Financial Services (NYSE:KWY) & Slide Insurance (NASDAQ:SLDE)

Kingsway Financial Services (NYSE:KWY – Get Free Report) and Slide Insurance (NASDAQ:SLDE – Get Free Report) are both small-cap financial services companies, but which is the better stock? We will contrast the two businesses... More of this article »
Image for WMS Group LLC Purchases Shares of 101,231 JPMorgan Ultra-Short Income ETF $JPST

WMS Group LLC Purchases Shares of 101,231 JPMorgan Ultra-Short Income ETF $JPST

WMS Group LLC acquired a new position in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) in the 4th quarter, HoldingsChannel reports. The firm acquired 101,231 shares of the company’s stock, valued at approximately... More of this article »
Image for Virtu Financial LLC Buys New Position in Lennar Corporation $LEN

Virtu Financial LLC Buys New Position in Lennar Corporation $LEN

Virtu Financial LLC bought a new stake in shares of Lennar Corporation (NYSE:LEN – Free Report) 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 Virtu Financial LLC Sells 74,368 Shares of Invesco Galaxy Bitcoin ETF $BTCO

Virtu Financial LLC Sells 74,368 Shares of Invesco Galaxy Bitcoin ETF $BTCO

Virtu Financial LLC reduced its stake in Invesco Galaxy Bitcoin ETF (BATS:BTCO – Free Report) by 72.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Wick Capital Partners LLC Sells 140,036 Shares of Meridian Bank $MRBK

Wick Capital Partners LLC Sells 140,036 Shares of Meridian Bank $MRBK

Wick Capital Partners LLC trimmed its position in Meridian Bank (NASDAQ:MRBK – Free Report) by 96.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for 12,506 Shares in Ross Stores, Inc. $ROST Purchased by Meadowbrook Advisors Group LLC

12,506 Shares in Ross Stores, Inc. $ROST Purchased by Meadowbrook Advisors Group LLC

Meadowbrook Advisors Group LLC purchased a new position in shares of Ross Stores, Inc. (NASDAQ:ROST – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 12,506... More of this article »
Image for Osbon Capital Management LLC Takes Position in Running Oak Efficient Growth ETF $RUNN

Osbon Capital Management LLC Takes Position in Running Oak Efficient Growth ETF $RUNN

Osbon Capital Management LLC acquired a new position in shares of Running Oak Efficient Growth ETF (NASDAQ:RUNN – Free Report) during the fourth quarter, Holdings Channel reports. The fund acquired 24,074 shares of the company’s... More of this article »
Image for SHP Wealth Management Purchases New Shares in Merck & Co., Inc. $MRK

SHP Wealth Management Purchases New Shares in Merck & Co., Inc. $MRK

SHP Wealth Management acquired a new stake in Merck & Co., Inc. (NYSE:MRK – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 6,037 shares... More of this article »
Image for Larry Mathis Financial Planning LLC Acquires Shares of 9,052 Merck & Co., Inc. $MRK

Larry Mathis Financial Planning LLC Acquires Shares of 9,052 Merck & Co., Inc. $MRK

Larry Mathis Financial Planning LLC acquired a new position in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Stenger Family Office LLC Purchases 1,220 Shares of Casey’s General Stores, Inc. $CASY

Stenger Family Office LLC Purchases 1,220 Shares of Casey’s General Stores, Inc. $CASY

Stenger Family Office LLC grew its position in Casey’s General Stores, Inc. (NASDAQ:CASY – Free Report) by 233.3% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
Image for Eli Lilly and Company (NYSE:LLY)  Shares Down 1.2%   – Time to Sell?

Eli Lilly and Company (NYSE:LLY) Shares Down 1.2% – Time to Sell?

Eli Lilly and Company (NYSE:LLY – Get Free Report) shares traded down 1.2% during mid-day trading on Thursday . The company traded as low as $1,088.66 and last traded at $1,098.78. 4,423,300 shares traded hands during trading,... More of this article »
Image for SoundHound AI (NASDAQ:SOUN) Shares Up 2.3%  – What’s Next?

SoundHound AI (NASDAQ:SOUN) Shares Up 2.3% – What’s Next?

Shares of SoundHound AI, Inc. (NASDAQ:SOUN – Get Free Report) traded up 2.3% on Thursday . The stock traded as high as $7.15 and last traded at $7.12. Approximately 23,244,326 shares traded hands during trading, a decline of... More of this article »
Image for Koenig Investment Advisory LLC Buys Shares of 4,422 Vanguard High Dividend Yield ETF $VYM

Koenig Investment Advisory LLC Buys Shares of 4,422 Vanguard High Dividend Yield ETF $VYM

Koenig Investment Advisory LLC purchased a new stake in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Tulsa Wealth Advisors INC Purchases Shares of 26,104 Entergy Corporation $ETR

Tulsa Wealth Advisors INC Purchases Shares of 26,104 Entergy Corporation $ETR

Tulsa Wealth Advisors INC acquired a new stake in shares of Entergy Corporation (NYSE:ETR – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Integrated Investment Consultants LLC Purchases 5,803 Shares of Abbott Laboratories $ABT

Integrated Investment Consultants LLC Purchases 5,803 Shares of Abbott Laboratories $ABT

Integrated Investment Consultants LLC increased its position in Abbott Laboratories (NYSE:ABT – Free Report) by 44.9% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 18,732... More of this article »
Image for Tulsa Wealth Advisors INC Purchases Shares of 5,824 IQVIA Holdings Inc. $IQV

Tulsa Wealth Advisors INC Purchases Shares of 5,824 IQVIA Holdings Inc. $IQV

Tulsa Wealth Advisors INC purchased a new position in shares of IQVIA Holdings Inc. (NYSE:IQV – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 5,824 shares... More of this article »
Image for Tulsa Wealth Advisors INC Buys Shares of 16,491 Union Pacific Corporation $UNP

Tulsa Wealth Advisors INC Buys Shares of 16,491 Union Pacific Corporation $UNP

Tulsa Wealth Advisors INC purchased a new position in Union Pacific Corporation (NYSE:UNP – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Image for 2,699 Shares in Generac Holdings Inc. $GNRC Bought by Meadowbrook Advisors Group LLC

2,699 Shares in Generac Holdings Inc. $GNRC Bought by Meadowbrook Advisors Group LLC

Meadowbrook Advisors Group LLC bought a new position in shares of Generac Holdings Inc. (NYSE:GNRC – Free Report) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Image for SG Trading Solutions LLC Buys Shares of 21,921 Netflix, Inc. $NFLX

SG Trading Solutions LLC Buys Shares of 21,921 Netflix, Inc. $NFLX

SG Trading Solutions LLC purchased a new stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 21,921 shares of the Internet... More of this article »
Image for Head-To-Head Comparison: BTC Development (BDCI) vs. The Competition

Head-To-Head Comparison: BTC Development (BDCI) vs. The Competition

BTC Development (NASDAQ:BDCI – Get Free Report) is one of 330 publicly-traded companies in the “Investment Offices” industry, but how does it contrast to its peers? We will compare BTC Development to related companies... More of this article »
Image for Comparing BTC Development (BDCI) & Its Peers

Comparing BTC Development (BDCI) & Its Peers

BTC Development (NASDAQ:BDCI – Get Free Report) is one of 330 public companies in the “Investment Offices” industry, but how does it contrast to its rivals? We will compare BTC Development to similar businesses based... More of this article »
Image for Mishpacha Holdings Corp Makes New Investment in United Therapeutics Corporation $UTHR

Mishpacha Holdings Corp Makes New Investment in United Therapeutics Corporation $UTHR

Mishpacha Holdings Corp acquired a new stake in United Therapeutics Corporation (NASDAQ:UTHR – Free Report) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund... More of this article »
Image for SHP Wealth Management Invests $1.03 Million in Equifax, Inc. $EFX

SHP Wealth Management Invests $1.03 Million in Equifax, Inc. $EFX

SHP Wealth Management bought a new stake in Equifax, Inc. (NYSE:EFX – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought... More of this article »
Image for Reviewing Meritage Hospitality Group (OTCMKTS:MHGU) & MasterBeef Group (NASDAQ:MB)

Reviewing Meritage Hospitality Group (OTCMKTS:MHGU) & MasterBeef Group (NASDAQ:MB)

Meritage Hospitality Group (OTCMKTS:MHGU – Get Free Report) and MasterBeef Group (NASDAQ:MB – Get Free Report) are both small-cap retail/wholesale companies, but which is the superior investment? We will contrast the two... More of this article »
Image for TDK (OTCMKTS:TTDKY) & Universal Display (NASDAQ:OLED) Financial Contrast

TDK (OTCMKTS:TTDKY) & Universal Display (NASDAQ:OLED) Financial Contrast

TDK (OTCMKTS:TTDKY – Get Free Report) and Universal Display (NASDAQ:OLED – Get Free Report) are both computer and technology companies, but which is the better business? We will contrast the two businesses based on the... More of this article »
Image for Head to Head Analysis: Sturm, Ruger & Company, Inc. (NYSE:RGR) versus Vision Marine Technologies (NASDAQ:VMAR)

Head to Head Analysis: Sturm, Ruger & Company, Inc. (NYSE:RGR) versus Vision Marine Technologies (NASDAQ:VMAR)

Sturm, Ruger & Company, Inc. (NYSE:RGR – Get Free Report) and Vision Marine Technologies (NASDAQ:VMAR – Get Free Report) are both small-cap consumer discretionary companies, but which is the better business? We will... More of this article »
Image for Reviewing L’Oreal (OTCMKTS:LRLCY) & Grocery Outlet (NASDAQ:GO)

Reviewing L’Oreal (OTCMKTS:LRLCY) & Grocery Outlet (NASDAQ:GO)

L’Oreal (OTCMKTS:LRLCY – Get Free Report) and Grocery Outlet (NASDAQ:GO – Get Free Report) are both consumer staples companies, but which is the better business? We will compare the two businesses based on the strength... More of this article »
Image for Comparing FS KKR Capital (NYSE:FSK) & Gladstone Capital (NASDAQ:GLAD)

Comparing FS KKR Capital (NYSE:FSK) & Gladstone Capital (NASDAQ:GLAD)

FS KKR Capital (NYSE:FSK – Get Free Report) and Gladstone Capital (NASDAQ:GLAD – Get Free Report) are both finance companies, but which is the better stock? We will compare the two businesses based on the strength of their... More of this article »
Image for Union Savings Bank Purchases Shares of 12,364 SPDR S&P Dividend ETF $SDY

Union Savings Bank Purchases Shares of 12,364 SPDR S&P Dividend ETF $SDY

Union Savings Bank purchased a new position in SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for Redwood Family Wealth LLC Takes Position in Innovator U.S. Equity Ultra Buffer ETF – December $UDEC

Redwood Family Wealth LLC Takes Position in Innovator U.S. Equity Ultra Buffer ETF – December $UDEC

Redwood Family Wealth LLC purchased a new position in Innovator U.S. Equity Ultra Buffer ETF – December (BATS:UDEC – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Keenan LLC Purchases Shares of 25,968 iShares Core Total USD Bond Market ETF $IUSB

Keenan LLC Purchases Shares of 25,968 iShares Core Total USD Bond Market ETF $IUSB

Keenan LLC purchased a new position in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Keenan LLC Acquires Shares of 96,349 iShares Core Dividend Growth ETF $DGRO

Keenan LLC Acquires Shares of 96,349 iShares Core Dividend Growth ETF $DGRO

Keenan LLC bought a new position in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund bought 96,349... More of this article »