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Image for Lee Johnson Capital Management LLC Buys Shares of 10,082 Merck & Co., Inc. $MRK

Lee Johnson Capital Management LLC Buys Shares of 10,082 Merck & Co., Inc. $MRK

Lee Johnson Capital Management LLC bought a new position in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) in the 1st quarter, HoldingsChannel.com reports. The fund bought 10,082 shares of the company’s stock,... More of this article »
Image for Head to Head Survey: Olaplex (NASDAQ:OLPX) versus Funko (NASDAQ:FNKO)

Head to Head Survey: Olaplex (NASDAQ:OLPX) versus Funko (NASDAQ:FNKO)

Olaplex (NASDAQ:OLPX – Get Free Report) and Funko (NASDAQ:FNKO – Get Free Report) are both small-cap consumer discretionary companies, but which is the better business? We will contrast the two businesses based on the strength... More of this article »
Image for Invesco QQQ $QQQ Shares Sold by Smith Salley Wealth Management

Invesco QQQ $QQQ Shares Sold by Smith Salley Wealth Management

Smith Salley Wealth Management reduced its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 12.7% in the 1st quarter, Holdings Channel reports. The fund owned 5,378 shares of the exchange traded fund’s stock after... More of this article »
Image for Total Clarity Wealth Management Inc. Has $1.16 Million Stock Holdings in Invesco Equal Weight 0-30 Year Treasury ETF $GOVI

Total Clarity Wealth Management Inc. Has $1.16 Million Stock Holdings in Invesco Equal Weight 0-30 Year Treasury ETF $GOVI

Total Clarity Wealth Management Inc. decreased its stake in Invesco Equal Weight 0-30 Year Treasury ETF (NYSEARCA:GOVI – Free Report) by 70.4% in the 1st quarter, according to the company in its most recent 13F filing with the... More of this article »
Image for Total Clarity Wealth Management Inc. Acquires Shares of 111,054 Invesco AAA CLO Floating Rate Note ETF $ICLO

Total Clarity Wealth Management Inc. Acquires Shares of 111,054 Invesco AAA CLO Floating Rate Note ETF $ICLO

Total Clarity Wealth Management Inc. bought a new position in Invesco AAA CLO Floating Rate Note ETF (BATS:ICLO – Free Report) during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Sovereign Financial Group Inc. Purchases New Holdings in Invesco Senior Loan ETF $BKLN

Sovereign Financial Group Inc. Purchases New Holdings in Invesco Senior Loan ETF $BKLN

Sovereign Financial Group Inc. purchased a new stake in Invesco Senior Loan ETF (NYSEARCA:BKLN – Free Report) in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Crawford & Company (NYSE:CRD.A) vs. IBEX (NASDAQ:IBEX) Financial Analysis

Crawford & Company (NYSE:CRD.A) vs. IBEX (NASDAQ:IBEX) Financial Analysis

Crawford & Company (NYSE:CRD.A – Get Free Report) and IBEX (NASDAQ:IBEX – Get Free Report) are both small-cap business services companies, but which is the superior stock? We will compare the two companies based on... More of this article »
Image for Intergy Private Wealth LLC Has $25.52 Million Position in Vanguard FTSE Developed Markets ETF $VEA

Intergy Private Wealth LLC Has $25.52 Million Position in Vanguard FTSE Developed Markets ETF $VEA

Intergy Private Wealth LLC lifted its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 3.6% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Quotient Wealth Partners LLC Takes Position in Seagate Technology Holdings PLC $STX

Quotient Wealth Partners LLC Takes Position in Seagate Technology Holdings PLC $STX

Quotient Wealth Partners LLC bought a new stake in Seagate Technology Holdings PLC (NASDAQ:STX – Free Report) in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm... More of this article »
Image for Verde Capital Management Raises Stock Holdings in iShares Morningstar Mid-Cap Growth ETF $IMCG

Verde Capital Management Raises Stock Holdings in iShares Morningstar Mid-Cap Growth ETF $IMCG

Verde Capital Management increased its position in iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG – Free Report) by 11.0% in the first quarter, HoldingsChannel.com reports. The fund owned 77,518 shares of the company’s... More of this article »
Image for World Investment Advisors Takes Position in iShares Latin America 40 ETF $ILF

World Investment Advisors Takes Position in iShares Latin America 40 ETF $ILF

World Investment Advisors acquired a new stake in iShares Latin America 40 ETF (NYSEARCA:ILF – Free Report) in 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 SVB Wealth LLC Has $7.46 Million Stake in Kinder Morgan, Inc. $KMI

SVB Wealth LLC Has $7.46 Million Stake in Kinder Morgan, Inc. $KMI

SVB Wealth LLC boosted its stake in Kinder Morgan, Inc. (NYSE:KMI – Free Report) by 16.4% during the 1st quarter, HoldingsChannel reports. The fund owned 222,544 shares of the pipeline company’s stock after acquiring an... More of this article »
Image for Vaughan Nelson Investment Management L.P. Sells 33,522 Shares of Axon Enterprise, Inc $AXON

Vaughan Nelson Investment Management L.P. Sells 33,522 Shares of Axon Enterprise, Inc $AXON

Vaughan Nelson Investment Management L.P. trimmed its holdings in shares of Axon Enterprise, Inc (NASDAQ:AXON – Free Report) by 78.6% in the first quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Smith Salley Wealth Management Acquires 2,383 Shares of Visa Inc. $V

Smith Salley Wealth Management Acquires 2,383 Shares of Visa Inc. $V

Smith Salley Wealth Management raised its holdings in Visa Inc. (NYSE:V – Free Report) by 2.0% during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Image for Vulcan Materials Company $VMC Shares Acquired by SG Americas Securities LLC

Vulcan Materials Company $VMC Shares Acquired by SG Americas Securities LLC

SG Americas Securities LLC raised its stake in Vulcan Materials Company (NYSE:VMC – Free Report) by 151.0% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 263,951 shares of the construction... More of this article »
Image for Newmont Corporation $NEM Shares Sold by Generate Investment Management Ltd

Newmont Corporation $NEM Shares Sold by Generate Investment Management Ltd

Generate Investment Management Ltd lowered its position in shares of Newmont Corporation (NYSE:NEM – Free Report) by 53.4% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 200,000 shares of the... More of this article »
Image for Nations Financial Group Inc. IA ADV Sells 23,050 Shares of Newmont Corporation $NEM

Nations Financial Group Inc. IA ADV Sells 23,050 Shares of Newmont Corporation $NEM

Nations Financial Group Inc. IA ADV cut its holdings in shares of Newmont Corporation (NYSE:NEM – Free Report) by 66.7% in the 1st quarter, HoldingsChannel reports. The firm owned 11,527 shares of the basic materials company’s... More of this article »
Image for Head-To-Head Survey: Evotec (NASDAQ:EVO) & Stevanato Group (NYSE:STVN)

Head-To-Head Survey: Evotec (NASDAQ:EVO) & Stevanato Group (NYSE:STVN)

Evotec (NASDAQ:EVO – Get Free Report) and Stevanato Group (NYSE:STVN – Get Free Report) are both medical companies, but which is the better investment? We will contrast the two companies based on the strength of their dividends,... More of this article »
Image for James J. Burns & Company LLC Takes $489,000 Position in United Parcel Service, Inc. $UPS

James J. Burns & Company LLC Takes $489,000 Position in United Parcel Service, Inc. $UPS

James J. Burns & Company LLC acquired a new position in United Parcel Service, Inc. (NYSE:UPS – Free Report) during the first quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for Values First Advisors Inc. Sells 7,027 Shares of Mirum Pharmaceuticals, Inc. $MIRM

Values First Advisors Inc. Sells 7,027 Shares of Mirum Pharmaceuticals, Inc. $MIRM

Values First Advisors Inc. reduced its holdings in shares of Mirum Pharmaceuticals, Inc. (NASDAQ:MIRM – Free Report) by 42.8% in the first quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for Summit Wealth Partners LLC Makes New $1.47 Million Investment in Global X Copper Miners ETF $COPX

Summit Wealth Partners LLC Makes New $1.47 Million Investment in Global X Copper Miners ETF $COPX

Summit Wealth Partners LLC purchased a new position in shares of Global X Copper Miners ETF (NYSEARCA:COPX – Free Report) during the first quarter, HoldingsChannel.com reports. The fund purchased 19,226 shares of the company’s... More of this article »
Image for Summit Wealth Partners LLC Purchases 26,064 Shares of iShares Core Total USD Bond Market ETF $IUSB

Summit Wealth Partners LLC Purchases 26,064 Shares of iShares Core Total USD Bond Market ETF $IUSB

Summit Wealth Partners LLC lifted its position in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 8.4% in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Image for SG Americas Securities LLC Has $49.79 Million Stock Position in Dover Corporation $DOV

SG Americas Securities LLC Has $49.79 Million Stock Position in Dover Corporation $DOV

SG Americas Securities LLC boosted its holdings in Dover Corporation (NYSE:DOV – Free Report) by 390.5% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for SG Americas Securities LLC Boosts Stock Position in Waste Connections, Inc. $WCN

SG Americas Securities LLC Boosts Stock Position in Waste Connections, Inc. $WCN

SG Americas Securities LLC lifted its stake in Waste Connections, Inc. (NYSE:WCN – Free Report) by 19.1% in the 1st quarter, Holdings Channel.com reports. The firm owned 277,968 shares of the business services provider’s... More of this article »
Image for SG Americas Securities LLC Acquires 97,015 Shares of Curtiss-Wright Corporation $CW

SG Americas Securities LLC Acquires 97,015 Shares of Curtiss-Wright Corporation $CW

SG Americas Securities LLC lifted its holdings in shares of Curtiss-Wright Corporation (NYSE:CW – Free Report) by 373.1% in the first quarter, HoldingsChannel reports. The institutional investor owned 123,018 shares of the... More of this article »
Image for Invesco S&P 500 Momentum ETF $SPMO Shares Acquired by IFC & Insurance Marketing Inc.

Invesco S&P 500 Momentum ETF $SPMO Shares Acquired by IFC & Insurance Marketing Inc.

IFC & Insurance Marketing Inc. boosted its holdings in Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO – Free Report) by 44.3% during the first quarter, according to its most recent Form 13F filing with the SEC. The fund... More of this article »
Image for Telos Capital Management Inc. Purchases 45,632 Shares of ServiceNow, Inc. $NOW

Telos Capital Management Inc. Purchases 45,632 Shares of ServiceNow, Inc. $NOW

Telos Capital Management Inc. lifted its position in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 89.6% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 96,572 shares of the... More of this article »
Image for Matthew Goff Investment Advisor LLC Takes $754,000 Position in iShares S&P 100 ETF $OEF

Matthew Goff Investment Advisor LLC Takes $754,000 Position in iShares S&P 100 ETF $OEF

Matthew Goff Investment Advisor LLC purchased a new position in iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Vanguard FTSE Emerging Markets ETF $VWO Shares Bought by Hanson & Doremus Investment Management

Vanguard FTSE Emerging Markets ETF $VWO Shares Bought by Hanson & Doremus Investment Management

Hanson & Doremus Investment Management lifted its holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 3.8% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned... More of this article »
Image for Vanguard S&P 500 ETF $VOO Shares Bought by Triad Wealth Partners LLC

Vanguard S&P 500 ETF $VOO Shares Bought by Triad Wealth Partners LLC

Triad Wealth Partners LLC increased its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 109.6% in the first quarter, HoldingsChannel reports. The institutional investor owned 89,893 shares of... More of this article »
Image for SG Americas Securities LLC Purchases 1,056,507 Shares of Harmony Biosciences Holdings, Inc. $HRMY

SG Americas Securities LLC Purchases 1,056,507 Shares of Harmony Biosciences Holdings, Inc. $HRMY

SG Americas Securities LLC lifted its position in shares of Harmony Biosciences Holdings, Inc. (NASDAQ:HRMY – Free Report) by 109.9% during the 1st quarter, Holdings Channel reports. The firm owned 2,018,174 shares of the company’s... More of this article »
Image for Financial Survey: Appian (NASDAQ:APPN) versus Backblaze (NASDAQ:BLZE)

Financial Survey: Appian (NASDAQ:APPN) versus Backblaze (NASDAQ:BLZE)

Appian (NASDAQ:APPN – Get Free Report) and Backblaze (NASDAQ:BLZE – Get Free Report) are both small-cap computer and technology companies, but which is the better investment? We will contrast the two businesses based on... More of this article »
Image for Algonquin Power & Utilities Corp. (NYSE:AQN) Receives Consensus Rating of “Moderate Buy” from Analysts

Algonquin Power & Utilities Corp. (NYSE:AQN) Receives Consensus Rating of “Moderate Buy” from Analysts

Shares of Algonquin Power & Utilities Corp. (NYSE:AQN – Get Free Report) have been assigned a consensus recommendation of “Moderate Buy” from the twelve ratings firms that are covering the stock, Marketbeat... More of this article »
Image for Comparing Gladstone Investment (NASDAQ:GAIN) and Goldman Sachs BDC (NYSE:GSBD)

Comparing Gladstone Investment (NASDAQ:GAIN) and Goldman Sachs BDC (NYSE:GSBD)

Goldman Sachs BDC (NYSE:GSBD – Get Free Report) and Gladstone Investment (NASDAQ:GAIN – Get Free Report) are both small-cap finance companies, but which is the better investment? We will compare the two businesses based... More of this article »
Image for Hsbc Holdings PLC Has $60.22 Million Stock Position in PPG Industries, Inc. $PPG

Hsbc Holdings PLC Has $60.22 Million Stock Position in PPG Industries, Inc. $PPG

Hsbc Holdings PLC lowered its holdings in shares of PPG Industries, Inc. (NYSE:PPG – Free Report) by 17.0% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 587,330 shares of the specialty... More of this article »
Image for Maestria Partners LLC Purchases Shares of 31,086 Mastercard Incorporated $MA

Maestria Partners LLC Purchases Shares of 31,086 Mastercard Incorporated $MA

Maestria Partners LLC purchased a new position in Mastercard Incorporated (NYSE:MA – Free Report) in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for SG Americas Securities LLC Purchases 1,957,284 Shares of Chewy $CHWY

SG Americas Securities LLC Purchases 1,957,284 Shares of Chewy $CHWY

SG Americas Securities LLC raised its holdings in Chewy (NYSE:CHWY – Free Report) by 764.8% in the 1st quarter, HoldingsChannel reports. The fund owned 2,213,220 shares of the company’s stock after acquiring an additional... More of this article »
Image for CoreWeave Inc. $CRWV Shares Bought by SG Americas Securities LLC

CoreWeave Inc. $CRWV Shares Bought by SG Americas Securities LLC

SG Americas Securities LLC increased its holdings in CoreWeave Inc. (NASDAQ:CRWV – Free Report) by 166.1% during the first quarter, Holdings Channel reports. The firm owned 876,527 shares of the company’s stock after purchasing... More of this article »
Image for Smith Salley Wealth Management Decreases Position in Vanguard High Dividend Yield ETF $VYM

Smith Salley Wealth Management Decreases Position in Vanguard High Dividend Yield ETF $VYM

Smith Salley Wealth Management decreased its holdings in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 74.1% in the first quarter, Holdings Channel reports. The firm owned 6,131 shares of the company’s... More of this article »
Image for Financial Management Network Inc. Grows Holdings in Capital Group Growth ETF $CGGR

Financial Management Network Inc. Grows Holdings in Capital Group Growth ETF $CGGR

Financial Management Network Inc. increased its holdings in Capital Group Growth ETF (NYSEARCA:CGGR – Free Report) by 24.0% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for kneat.com (TSE:KSI) Hits New 12-Month High  – Here’s What Happened

kneat.com (TSE:KSI) Hits New 12-Month High – Here’s What Happened

kneat.com, inc. (TSE:KSI – Get Free Report)’s stock price reached a new 52-week high during trading on Tuesday . The company traded as high as C$6.44 and last traded at C$6.44, with a volume of 248318 shares. The stock... More of this article »
Image for Carter Bankshares (NASDAQ:CARE) Reaches New 1-Year High  – Here’s Why

Carter Bankshares (NASDAQ:CARE) Reaches New 1-Year High – Here’s Why

Carter Bankshares, Inc. (NASDAQ:CARE – Get Free Report)’s share price reached a new 52-week high during mid-day trading on Tuesday . The company traded as high as $31.61 and last traded at $31.52, with a volume of 432504... More of this article »
Image for Rockefeller Capital Management L.P. Has $25.66 Million Stock Holdings in VictoryShares WestEnd US Sector ETF $MODL

Rockefeller Capital Management L.P. Has $25.66 Million Stock Holdings in VictoryShares WestEnd US Sector ETF $MODL

Rockefeller Capital Management L.P. boosted its stake in VictoryShares WestEnd US Sector ETF (NASDAQ:MODL – Free Report) by 5.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Hsbc Holdings PLC Reduces Stake in NRG Energy, Inc. $NRG

Hsbc Holdings PLC Reduces Stake in NRG Energy, Inc. $NRG

Hsbc Holdings PLC cut its holdings in shares of NRG Energy, Inc. (NYSE:NRG – Free Report) by 4.1% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 483,195 shares of the utilities... More of this article »
Image for Rockefeller Capital Management L.P. Decreases Stock Position in iShares MSCI South Korea ETF $EWY

Rockefeller Capital Management L.P. Decreases Stock Position in iShares MSCI South Korea ETF $EWY

Rockefeller Capital Management L.P. lessened its position in iShares MSCI South Korea ETF (NYSEARCA:EWY – Free Report) by 2.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Hsbc Holdings PLC Increases Stake in Kraft Heinz Company $KHC

Hsbc Holdings PLC Increases Stake in Kraft Heinz Company $KHC

Hsbc Holdings PLC grew its stake in shares of Kraft Heinz Company (NASDAQ:KHC – Free Report) by 40.0% 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 Rockefeller Capital Management L.P. Boosts Holdings in SPDR Portfolio Aggregate Bond ETF $SPAB

Rockefeller Capital Management L.P. Boosts Holdings in SPDR Portfolio Aggregate Bond ETF $SPAB

Rockefeller Capital Management L.P. raised its position in SPDR Portfolio Aggregate Bond ETF (NYSEARCA:SPAB – Free Report) by 16.4% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 975,100... More of this article »
Image for iShares Core S&P U.S. Growth ETF $IUSG Shares Bought by Rockefeller Capital Management L.P.

iShares Core S&P U.S. Growth ETF $IUSG Shares Bought by Rockefeller Capital Management L.P.

Rockefeller Capital Management L.P. lifted its position in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 34.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Image for Rockefeller Capital Management L.P. Acquires 69,030 Shares of Restaurant Brands International Inc. $QSR

Rockefeller Capital Management L.P. Acquires 69,030 Shares of Restaurant Brands International Inc. $QSR

Rockefeller Capital Management L.P. raised its stake in shares of Restaurant Brands International Inc. (NYSE:QSR – Free Report) (TSE:QSR) by 26.9% in the 4th quarter, according to the company in its most recent filing with the... More of this article »
Image for Rockefeller Capital Management L.P. Buys 7,974 Shares of McKesson Corporation $MCK

Rockefeller Capital Management L.P. Buys 7,974 Shares of McKesson Corporation $MCK

Rockefeller Capital Management L.P. increased its position in shares of McKesson Corporation (NYSE:MCK – Free Report) by 42.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »