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Image for Mission Wealth Management LP Has $3.49 Million Stock Holdings in International Business Machines Co. (NYSE:IBM)

Mission Wealth Management LP Has $3.49 Million Stock Holdings in International Business Machines Co. (NYSE:IBM)

Mission Wealth Management LP trimmed its position in International Business Machines Co. (NYSE:IBM – Free Report) by 28.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Bravias Capital Group LLC Purchases New Holdings in Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC)

Bravias Capital Group LLC Purchases New Holdings in Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC)

Bravias Capital Group LLC purchased a new stake in Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC – 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 Duncker Streett & Co. Inc. Cuts Stake in Broadcom Inc. (NASDAQ:AVGO)

Duncker Streett & Co. Inc. Cuts Stake in Broadcom Inc. (NASDAQ:AVGO)

Duncker Streett & Co. Inc. lessened its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 4.4% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for DuPont de Nemours, Inc. (NYSE:DD) Shares Sold by US Bancorp DE

DuPont de Nemours, Inc. (NYSE:DD) Shares Sold by US Bancorp DE

US Bancorp DE decreased its holdings in shares of DuPont de Nemours, Inc. (NYSE:DD – Free Report) by 0.3% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 262,285 shares of the basic... More of this article »
Image for Wolfstich Capital LLC Buys New Holdings in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF)

Wolfstich Capital LLC Buys New Holdings in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF)

Wolfstich Capital LLC bought a new stake in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for Marathon Asset Management Ltd Reduces Holdings in The Bank of Nova Scotia (NYSE:BNS)

Marathon Asset Management Ltd Reduces Holdings in The Bank of Nova Scotia (NYSE:BNS)

Marathon Asset Management Ltd decreased its position in shares of The Bank of Nova Scotia (NYSE:BNS – Free Report) (TSE:BNS) by 3.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Financial Council LLC Increases Holdings in Capital Group Dividend Value ETF (NYSEARCA:CGDV)

Financial Council LLC Increases Holdings in Capital Group Dividend Value ETF (NYSEARCA:CGDV)

Financial Council LLC boosted its stake in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 15.8% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Image for Detalus Advisors LLC Increases Stake in iShares S&P 100 ETF (NYSEARCA:OEF)

Detalus Advisors LLC Increases Stake in iShares S&P 100 ETF (NYSEARCA:OEF)

Detalus Advisors LLC grew its stake in shares of iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 0.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Detalus Advisors LLC Lowers Position in Innovative Industrial Properties, Inc. (NYSE:IIPR)

Detalus Advisors LLC Lowers Position in Innovative Industrial Properties, Inc. (NYSE:IIPR)

Detalus Advisors LLC cut its stake in Innovative Industrial Properties, Inc. (NYSE:IIPR – Free Report) by 18.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Warner Bros. Discovery, Inc. (NASDAQ:WBD) Shares Sold by Gryphon Financial Partners LLC

Warner Bros. Discovery, Inc. (NASDAQ:WBD) Shares Sold by Gryphon Financial Partners LLC

Gryphon Financial Partners LLC trimmed its stake in Warner Bros. Discovery, Inc. (NASDAQ:WBD – Free Report) by 3.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Fisher Asset Management LLC Has $32.12 Million Stake in First American Financial Co. (NYSE:FAF)

Fisher Asset Management LLC Has $32.12 Million Stake in First American Financial Co. (NYSE:FAF)

Fisher Asset Management LLC lessened its stake in shares of First American Financial Co. (NYSE:FAF – Free Report) by 6.7% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Gentry Private Wealth LLC Trims Stock Holdings in First Trust BuyWrite Income ETF (NASDAQ:FTHI)

Gentry Private Wealth LLC Trims Stock Holdings in First Trust BuyWrite Income ETF (NASDAQ:FTHI)

Gentry Private Wealth LLC lessened its stake in shares of First Trust BuyWrite Income ETF (NASDAQ:FTHI – Free Report) by 45.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Norden Group LLC Raises Holdings in STERIS plc (NYSE:STE)

Norden Group LLC Raises Holdings in STERIS plc (NYSE:STE)

Norden Group LLC increased its stake in shares of STERIS plc (NYSE:STE – Free Report) by 2.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,023... More of this article »
Image for Norden Group LLC Has $1.12 Million Stock Holdings in Triumph Financial, Inc. (NASDAQ:TFIN)

Norden Group LLC Has $1.12 Million Stock Holdings in Triumph Financial, Inc. (NASDAQ:TFIN)

Norden Group LLC lowered its position in Triumph Financial, Inc. (NASDAQ:TFIN – Free Report) by 6.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Image for Delta Air Lines, Inc. (NYSE:DAL) Shares Acquired by Norden Group LLC

Delta Air Lines, Inc. (NYSE:DAL) Shares Acquired by Norden Group LLC

Norden Group LLC boosted its stake in Delta Air Lines, Inc. (NYSE:DAL – Free Report) by 1.0% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 19,702 shares of the transportation... More of this article »
Image for Keystone Wealth Services LLC Grows Stock Holdings in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

Keystone Wealth Services LLC Grows Stock Holdings in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

Keystone Wealth Services LLC raised its holdings in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 3.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Invesco Aerospace & Defense ETF (NYSEARCA:PPA) Shares Bought by Keystone Wealth Services LLC

Invesco Aerospace & Defense ETF (NYSEARCA:PPA) Shares Bought by Keystone Wealth Services LLC

Keystone Wealth Services LLC grew its stake in Invesco Aerospace & Defense ETF (NYSEARCA:PPA – Free Report) by 44.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for Keystone Wealth Services LLC Sells 6,725 Shares of Innovator U.S. Equity Power Buffer ETF – August (BATS:PAUG)

Keystone Wealth Services LLC Sells 6,725 Shares of Innovator U.S. Equity Power Buffer ETF – August (BATS:PAUG)

Keystone Wealth Services LLC lessened its stake in shares of Innovator U.S. Equity Power Buffer ETF – August (BATS:PAUG – Free Report) by 7.4% during the 4th quarter, according to its most recent disclosure with the SEC.... More of this article »
Image for Mission Wealth Management LP Acquires 11,108 Shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD)

Mission Wealth Management LP Acquires 11,108 Shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD)

Mission Wealth Management LP lifted its holdings in shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Free Report) by 3.0% during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Sage Rhino Capital LLC Grows Position in Toyota Motor Co. (NYSE:TM)

Sage Rhino Capital LLC Grows Position in Toyota Motor Co. (NYSE:TM)

Sage Rhino Capital LLC grew its stake in shares of Toyota Motor Co. (NYSE:TM – Free Report) by 8.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 4,131 shares... More of this article »
Image for Auxano Advisors LLC Cuts Stock Position in SPDR SSgA Multi-Asset Real Return ETF (NYSEARCA:RLY)

Auxano Advisors LLC Cuts Stock Position in SPDR SSgA Multi-Asset Real Return ETF (NYSEARCA:RLY)

Auxano Advisors LLC trimmed its stake in shares of SPDR SSgA Multi-Asset Real Return ETF (NYSEARCA:RLY – Free Report) by 60.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for 1,870 Shares in Corning Incorporated (NYSE:GLW) Purchased by Kohmann Bosshard Financial Services LLC

1,870 Shares in Corning Incorporated (NYSE:GLW) Purchased by Kohmann Bosshard Financial Services LLC

Kohmann Bosshard Financial Services LLC purchased a new stake in Corning Incorporated (NYSE:GLW – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for US Bancorp DE Has $32.01 Million Stake in Solventum Co. (NYSE:SOLV)

US Bancorp DE Has $32.01 Million Stake in Solventum Co. (NYSE:SOLV)

US Bancorp DE decreased its stake in shares of Solventum Co. (NYSE:SOLV – Free Report) by 3.6% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned... More of this article »
Image for Vanguard Mega Cap Value ETF (NYSEARCA:MGV) is Amara Financial LLC.’s 6th Largest Position

Vanguard Mega Cap Value ETF (NYSEARCA:MGV) is Amara Financial LLC.’s 6th Largest Position

Amara Financial LLC. trimmed its position in Vanguard Mega Cap Value ETF (NYSEARCA:MGV – Free Report) by 6.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Intercontinental Exchange, Inc. (NYSE:ICE) Shares Purchased by Woodley Farra Manion Portfolio Management Inc.

Intercontinental Exchange, Inc. (NYSE:ICE) Shares Purchased by Woodley Farra Manion Portfolio Management Inc.

Woodley Farra Manion Portfolio Management Inc. boosted its stake in shares of Intercontinental Exchange, Inc. (NYSE:ICE – Free Report) by 0.3% during the fourth quarter, according to the company in its most recent disclosure... More of this article »