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Image for Mutual Advisors LLC Raises Position in Roper Technologies, Inc. (NYSE:ROP)

Mutual Advisors LLC Raises Position in Roper Technologies, Inc. (NYSE:ROP)

Mutual Advisors LLC boosted its holdings in Roper Technologies, Inc. (NYSE:ROP – Free Report) by 9.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Hudson Capital Management LLC Sells 2,070 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Hudson Capital Management LLC Sells 2,070 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Hudson Capital Management LLC lowered its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 8.0% during the fourth quarter, HoldingsChannel reports. The fund owned 23,804 shares of the financial services provider’s... More of this article »
Image for General Mills, Inc. (NYSE:GIS) Stock Holdings Lessened by Avior Wealth Management LLC

General Mills, Inc. (NYSE:GIS) Stock Holdings Lessened by Avior Wealth Management LLC

Avior Wealth Management LLC lessened its holdings in shares of General Mills, Inc. (NYSE:GIS – Free Report) by 4.2% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 5,150 shares of the company’s... More of this article »
Image for Inspire Investing LLC Has $402,000 Position in The Macerich Company (NYSE:MAC)

Inspire Investing LLC Has $402,000 Position in The Macerich Company (NYSE:MAC)

Inspire Investing LLC cut its position in shares of The Macerich Company (NYSE:MAC – Free Report) by 11.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Newmont Co. (NYSE:NEM) Shares Acquired by Brighton Jones LLC

Newmont Co. (NYSE:NEM) Shares Acquired by Brighton Jones LLC

Brighton Jones LLC boosted its holdings in Newmont Co. (NYSE:NEM – Free Report) by 15.7% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned... More of this article »
Image for Nisa Investment Advisors LLC Increases Stake in Piper Sandler Companies (NYSE:PIPR)

Nisa Investment Advisors LLC Increases Stake in Piper Sandler Companies (NYSE:PIPR)

Nisa Investment Advisors LLC lifted its stake in Piper Sandler Companies (NYSE:PIPR – Free Report) by 2.6% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 5,861... More of this article »
Image for SG Americas Securities LLC Reduces Stock Holdings in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX)

SG Americas Securities LLC Reduces Stock Holdings in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX)

SG Americas Securities LLC cut its holdings in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) by 87.4% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 4,771 shares of the pharmaceutical... More of this article »
Image for Nisa Investment Advisors LLC Has $1.98 Million Stock Position in National Fuel Gas (NYSE:NFG)

Nisa Investment Advisors LLC Has $1.98 Million Stock Position in National Fuel Gas (NYSE:NFG)

Nisa Investment Advisors LLC reduced its holdings in National Fuel Gas (NYSE:NFG – Free Report) by 1.2% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 32,380 shares of the oil and gas... More of this article »
Image for NorthLanding Financial Partners LLC Buys New Shares in Alphabet Inc. (NASDAQ:GOOGL)

NorthLanding Financial Partners LLC Buys New Shares in Alphabet Inc. (NASDAQ:GOOGL)

NorthLanding Financial Partners LLC bought a new stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) during 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 Alphabet Inc. (NASDAQ:GOOGL) is West Branch Capital LLC’s 5th Largest Position

Alphabet Inc. (NASDAQ:GOOGL) is West Branch Capital LLC’s 5th Largest Position

West Branch Capital LLC grew its holdings in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 2.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 87,045 shares of the... More of this article »
Image for Advisory Alpha LLC Increases Stake in Alphabet Inc. (NASDAQ:GOOGL)

Advisory Alpha LLC Increases Stake in Alphabet Inc. (NASDAQ:GOOGL)

Advisory Alpha LLC increased its position in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 18.1% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 19,035 shares of the information... More of this article »
Image for Missouri Trust & Investment Co Buys 341 Shares of Alphabet Inc. (NASDAQ:GOOGL)

Missouri Trust & Investment Co Buys 341 Shares of Alphabet Inc. (NASDAQ:GOOGL)

Missouri Trust & Investment Co boosted its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 2.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Cornerstone Wealth Management LLC Has $371,000 Stock Holdings in iShares U.S. Healthcare ETF (NYSEARCA:IYH)

Cornerstone Wealth Management LLC Has $371,000 Stock Holdings in iShares U.S. Healthcare ETF (NYSEARCA:IYH)

Cornerstone Wealth Management LLC trimmed its stake in shares of iShares U.S. Healthcare ETF (NYSEARCA:IYH – Free Report) by 4.9% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm... More of this article »
Image for Airbnb, Inc. (NASDAQ:ABNB) Shares Acquired by RFG Advisory LLC

Airbnb, Inc. (NASDAQ:ABNB) Shares Acquired by RFG Advisory LLC

RFG Advisory LLC boosted its holdings in Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 47.2% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned... More of this article »
Image for RFG Advisory LLC Acquires 1,287 Shares of Chubb Limited (NYSE:CB)

RFG Advisory LLC Acquires 1,287 Shares of Chubb Limited (NYSE:CB)

RFG Advisory LLC grew its holdings in shares of Chubb Limited (NYSE:CB – Free Report) by 111.4% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 2,442 shares of the financial... More of this article »
Image for Vanguard Russell 2000 Growth ETF (NASDAQ:VTWG) Shares Purchased by Cornerstone Wealth Management LLC

Vanguard Russell 2000 Growth ETF (NASDAQ:VTWG) Shares Purchased by Cornerstone Wealth Management LLC

Cornerstone Wealth Management LLC grew its holdings in shares of Vanguard Russell 2000 Growth ETF (NASDAQ:VTWG – Free Report) by 10.9% during the 4th quarter, HoldingsChannel.com reports. The firm owned 1,634 shares of the company’s... More of this article »
Image for ImmuPharma (LON:IMM) Shares Up 12.8%  – Time to Buy?

ImmuPharma (LON:IMM) Shares Up 12.8% – Time to Buy?

Shares of ImmuPharma plc (LON:IMM – Get Free Report) shot up 12.8% on Monday . The company traded as high as GBX 4.95 ($0.06) and last traded at GBX 4.44 ($0.06). 11,150,036 shares were traded during trading, a decline of 42%... More of this article »
Image for RFG Advisory LLC Sells 3,350 Shares of Novartis AG (NYSE:NVS)

RFG Advisory LLC Sells 3,350 Shares of Novartis AG (NYSE:NVS)

RFG Advisory LLC trimmed its position in shares of Novartis AG (NYSE:NVS – Free Report) by 28.0% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 8,617 shares of the company’s stock... More of this article »
Image for RFG Advisory LLC Purchases 1,586 Shares of Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS)

RFG Advisory LLC Purchases 1,586 Shares of Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS)

RFG Advisory LLC increased its position in Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS – Free Report) by 32.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for RFG Advisory LLC Raises Position in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ)

RFG Advisory LLC Raises Position in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ)

RFG Advisory LLC lifted its stake in shares of JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) by 14.2% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm... More of this article »
Image for Cornerstone Wealth Management LLC Invests $376,000 in Vanguard Russell 1000 (NASDAQ:VONE)

Cornerstone Wealth Management LLC Invests $376,000 in Vanguard Russell 1000 (NASDAQ:VONE)

Cornerstone Wealth Management LLC bought a new stake in Vanguard Russell 1000 (NASDAQ:VONE – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The fund bought 1,411 shares of the company’s... More of this article »
Image for Cornerstone Wealth Management LLC Has $230,000 Stake in Fidelity High Dividend ETF (NYSEARCA:FDVV)

Cornerstone Wealth Management LLC Has $230,000 Stake in Fidelity High Dividend ETF (NYSEARCA:FDVV)

Cornerstone Wealth Management LLC lowered its stake in shares of Fidelity High Dividend ETF (NYSEARCA:FDVV – Free Report) by 5.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Image for RFG Advisory LLC Purchases Shares of 10,584 Omnicom Group Inc. (NYSE:OMC)

RFG Advisory LLC Purchases Shares of 10,584 Omnicom Group Inc. (NYSE:OMC)

RFG Advisory LLC acquired a new position in shares of Omnicom Group Inc. (NYSE:OMC – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 10,584 shares of... More of this article »
Image for Cornerstone Wealth Management LLC Makes New $218,000 Investment in Super Micro Computer, Inc. (NASDAQ:SMCI)

Cornerstone Wealth Management LLC Makes New $218,000 Investment in Super Micro Computer, Inc. (NASDAQ:SMCI)

Cornerstone Wealth Management LLC purchased a new stake in shares of Super Micro Computer, Inc. (NASDAQ:SMCI – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Cornerstone Wealth Management LLC Has $206,000 Stock Position in Xylem Inc. (NYSE:XYL)

Cornerstone Wealth Management LLC Has $206,000 Stock Position in Xylem Inc. (NYSE:XYL)

Cornerstone Wealth Management LLC lifted its holdings in shares of Xylem Inc. (NYSE:XYL – Free Report) by 11.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Image for Cornerstone Wealth Management LLC Trims Position in GSK plc (NYSE:GSK)

Cornerstone Wealth Management LLC Trims Position in GSK plc (NYSE:GSK)

Cornerstone Wealth Management LLC reduced its holdings in GSK plc (NYSE:GSK – Free Report) by 9.2% during the 4th quarter, Holdings Channel reports. The fund owned 9,539 shares of the pharmaceutical company’s stock after... More of this article »
Image for RFG Advisory LLC Sells 89 Shares of iShares Russell 1000 ETF (NYSEARCA:IWB)

RFG Advisory LLC Sells 89 Shares of iShares Russell 1000 ETF (NYSEARCA:IWB)

RFG Advisory LLC cut its holdings in iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 3.2% during the fourth quarter, Holdings Channel.com reports. The fund owned 2,692 shares of the company’s stock after selling... More of this article »
Image for Cornerstone Wealth Management LLC Buys Shares of 7,635 iShares Fallen Angels USD Bond ETF (NASDAQ:FALN)

Cornerstone Wealth Management LLC Buys Shares of 7,635 iShares Fallen Angels USD Bond ETF (NASDAQ:FALN)

Cornerstone Wealth Management LLC purchased a new position in iShares Fallen Angels USD Bond ETF (NASDAQ:FALN – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Cornerstone Wealth Management LLC Takes Position in Franklin U.S. Mid Cap Multifactor Index ETF (BATS:FLQM)

Cornerstone Wealth Management LLC Takes Position in Franklin U.S. Mid Cap Multifactor Index ETF (BATS:FLQM)

Cornerstone Wealth Management LLC purchased a new position in Franklin U.S. Mid Cap Multifactor Index ETF (BATS:FLQM – Free Report) during the 4th quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Image for Cornerstone Wealth Management LLC Makes New Investment in Capital Group Core Bond ETF (NYSEARCA:CGCB)

Cornerstone Wealth Management LLC Makes New Investment in Capital Group Core Bond ETF (NYSEARCA:CGCB)

Cornerstone Wealth Management LLC acquired a new stake in Capital Group Core Bond ETF (NYSEARCA:CGCB – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Cornerstone Wealth Management LLC Invests $233,000 in Spotify Technology S.A. (NYSE:SPOT)

Cornerstone Wealth Management LLC Invests $233,000 in Spotify Technology S.A. (NYSE:SPOT)

Cornerstone Wealth Management LLC purchased a new stake in Spotify Technology S.A. (NYSE:SPOT – 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 Cornerstone Wealth Management LLC Grows Stake in Nucor Co. (NYSE:NUE)

Cornerstone Wealth Management LLC Grows Stake in Nucor Co. (NYSE:NUE)

Cornerstone Wealth Management LLC boosted its position in shares of Nucor Co. (NYSE:NUE – Free Report) by 8.8% during 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 Cornerstone Wealth Management LLC Cuts Stock Holdings in KLA Co. (NASDAQ:KLAC)

Cornerstone Wealth Management LLC Cuts Stock Holdings in KLA Co. (NASDAQ:KLAC)

Cornerstone Wealth Management LLC reduced its stake in KLA Co. (NASDAQ:KLAC – Free Report) by 8.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Cornerstone Wealth Management LLC Invests $299,000 in Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT)

Cornerstone Wealth Management LLC Invests $299,000 in Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT)

Cornerstone Wealth Management LLC acquired a new stake in shares of Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with... More of this article »
Image for Brighton Jones LLC Raises Holdings in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS)

Brighton Jones LLC Raises Holdings in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS)

Brighton Jones LLC boosted its stake in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) by 4.6% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Image for Brighton Jones LLC Sells 19,766 Shares of Nordstrom, Inc. (NYSE:JWN)

Brighton Jones LLC Sells 19,766 Shares of Nordstrom, Inc. (NYSE:JWN)

Brighton Jones LLC decreased its position in shares of Nordstrom, Inc. (NYSE:JWN – Free Report) by 54.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Cornerstone Wealth Management LLC Increases Stock Holdings in Archer-Daniels-Midland Company (NYSE:ADM)

Cornerstone Wealth Management LLC Increases Stock Holdings in Archer-Daniels-Midland Company (NYSE:ADM)

Cornerstone Wealth Management LLC lifted its stake in shares of Archer-Daniels-Midland Company (NYSE:ADM – Free Report) by 12.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Brighton Jones LLC Has $421,000 Stock Holdings in Sony Group Co. (NYSE:SONY)

Brighton Jones LLC Has $421,000 Stock Holdings in Sony Group Co. (NYSE:SONY)

Brighton Jones LLC boosted its position in shares of Sony Group Co. (NYSE:SONY – Free Report) by 422.0% in the fourth quarter, Holdings Channel reports. The firm owned 19,908 shares of the company’s stock after purchasing... More of this article »
Image for Cornerstone Wealth Management LLC Has $263,000 Stock Position in The Kroger Co. (NYSE:KR)

Cornerstone Wealth Management LLC Has $263,000 Stock Position in The Kroger Co. (NYSE:KR)

Cornerstone Wealth Management LLC lessened its stake in The Kroger Co. (NYSE:KR – Free Report) by 4.2% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 4,308 shares of the company’s stock... More of this article »
Image for Cornerstone Wealth Management LLC Buys 1,155 Shares of A. O. Smith Co. (NYSE:AOS)

Cornerstone Wealth Management LLC Buys 1,155 Shares of A. O. Smith Co. (NYSE:AOS)

Cornerstone Wealth Management LLC lifted its position in A. O. Smith Co. (NYSE:AOS – Free Report) by 24.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Brighton Jones LLC Acquires 50 Shares of Ameriprise Financial, Inc. (NYSE:AMP)

Brighton Jones LLC Acquires 50 Shares of Ameriprise Financial, Inc. (NYSE:AMP)

Brighton Jones LLC lifted its holdings in shares of Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 6.9% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 777 shares of the financial... More of this article »
Image for Cornerstone Wealth Management LLC Buys 25 Shares of Intuitive Surgical, Inc. (NASDAQ:ISRG)

Cornerstone Wealth Management LLC Buys 25 Shares of Intuitive Surgical, Inc. (NASDAQ:ISRG)

Cornerstone Wealth Management LLC increased its stake in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 4.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Brighton Jones LLC Boosts Stake in AstraZeneca PLC (NASDAQ:AZN)

Brighton Jones LLC Boosts Stake in AstraZeneca PLC (NASDAQ:AZN)

Brighton Jones LLC raised its position in AstraZeneca PLC (NASDAQ:AZN – Free Report) by 93.2% during 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 Red Door Wealth Management LLC Boosts Holdings in Johnson & Johnson (NYSE:JNJ)

Red Door Wealth Management LLC Boosts Holdings in Johnson & Johnson (NYSE:JNJ)

Red Door Wealth Management LLC lifted its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 27.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Shenandoah Telecommunications (NASDAQ:SHEN) Shares Bought by Inspire Investing LLC

Shenandoah Telecommunications (NASDAQ:SHEN) Shares Bought by Inspire Investing LLC

Inspire Investing LLC increased its stake in Shenandoah Telecommunications (NASDAQ:SHEN – Free Report) by 9.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Inspire Investing LLC Has $401,000 Holdings in TTM Technologies, Inc. (NASDAQ:TTMI)

Inspire Investing LLC Has $401,000 Holdings in TTM Technologies, Inc. (NASDAQ:TTMI)

Inspire Investing LLC trimmed its position in shares of TTM Technologies, Inc. (NASDAQ:TTMI – Free Report) by 28.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Crossmark Global Holdings Inc. Sells 284 Shares of Chemed Co. (NYSE:CHE)

Crossmark Global Holdings Inc. Sells 284 Shares of Chemed Co. (NYSE:CHE)

Crossmark Global Holdings Inc. decreased its stake in shares of Chemed Co. (NYSE:CHE – Free Report) by 28.5% during the fourth quarter, HoldingsChannel.com reports. The firm owned 712 shares of the company’s stock after... More of this article »
Image for Crossmark Global Holdings Inc. Reduces Stock Position in Essex Property Trust, Inc. (NYSE:ESS)

Crossmark Global Holdings Inc. Reduces Stock Position in Essex Property Trust, Inc. (NYSE:ESS)

Crossmark Global Holdings Inc. trimmed its holdings in shares of Essex Property Trust, Inc. (NYSE:ESS – Free Report) by 22.6% during the 4th quarter, Holdings Channel reports. The institutional investor owned 1,768 shares of... More of this article »
Image for Lifestyle Asset Management Inc. Increases Position in Johnson & Johnson (NYSE:JNJ)

Lifestyle Asset Management Inc. Increases Position in Johnson & Johnson (NYSE:JNJ)

Lifestyle Asset Management Inc. grew its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 4.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Johnson & Johnson (NYSE:JNJ) Holdings Lowered by Key Client Fiduciary Advisors LLC

Johnson & Johnson (NYSE:JNJ) Holdings Lowered by Key Client Fiduciary Advisors LLC

Key Client Fiduciary Advisors LLC lessened its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 2.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »