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Image for Palisade Asset Management LLC Trims Holdings in The TJX Companies, Inc. (NYSE:TJX)

Palisade Asset Management LLC Trims Holdings in The TJX Companies, Inc. (NYSE:TJX)

Palisade Asset Management LLC trimmed its holdings in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 0.8% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Interactive Strength (TRNR) versus Its Rivals Financial Survey

Interactive Strength (TRNR) versus Its Rivals Financial Survey

Profitability This table compares Interactive Strength and its rivals’ net margins, return on equity and return on assets. Net Margins Return on Equity Return on Assets Interactive Strength -469.69% -445.35% -81.73% Interactive... More of this article »
Image for Cambridge Investment Research Advisors Inc. Has $24.72 Million Position in Schwab International Equity ETF (NYSEARCA:SCHF)

Cambridge Investment Research Advisors Inc. Has $24.72 Million Position in Schwab International Equity ETF (NYSEARCA:SCHF)

Cambridge Investment Research Advisors Inc. lifted its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 71.5% during the first quarter, according to its most recent filing with the Securities... More of this article »
Image for Cohen & Steers Infrastructure Fund, Inc (NYSE:UTF) Stock Position Increased by C2C Wealth Management LLC

Cohen & Steers Infrastructure Fund, Inc (NYSE:UTF) Stock Position Increased by C2C Wealth Management LLC

C2C Wealth Management LLC grew its position in Cohen & Steers Infrastructure Fund, Inc (NYSE:UTF – Free Report) by 0.6% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Image for Symphony Financial Ltd. Co. Lowers Stock Holdings in International Paper Company (NYSE:IP)

Symphony Financial Ltd. Co. Lowers Stock Holdings in International Paper Company (NYSE:IP)

Symphony Financial Ltd. Co. reduced its position in shares of International Paper Company (NYSE:IP – Free Report) by 74.8% in the 1st quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for Cornerstone Wealth Group LLC Acquires New Stake in Janus Henderson Securitized Income ETF (NYSEARCA:JSI)

Cornerstone Wealth Group LLC Acquires New Stake in Janus Henderson Securitized Income ETF (NYSEARCA:JSI)

Cornerstone Wealth Group LLC acquired a new stake in Janus Henderson Securitized Income ETF (NYSEARCA:JSI – Free Report) during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for Cornerstone Wealth Group LLC Raises Holdings in Innovator U.S. Equity Power Buffer ETF – February (BATS:PFEB)

Cornerstone Wealth Group LLC Raises Holdings in Innovator U.S. Equity Power Buffer ETF – February (BATS:PFEB)

Cornerstone Wealth Group LLC lifted its holdings in shares of Innovator U.S. Equity Power Buffer ETF – February (BATS:PFEB – Free Report) by 8.1% in the first quarter, HoldingsChannel.com reports. The institutional investor... More of this article »
Image for PBMares Wealth Management LLC Reduces Stock Holdings in Comcast Corporation (NASDAQ:CMCSA)

PBMares Wealth Management LLC Reduces Stock Holdings in Comcast Corporation (NASDAQ:CMCSA)

PBMares Wealth Management LLC cut its position in shares of Comcast Corporation (NASDAQ:CMCSA – Free Report) by 31.5% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 12,234 shares of... More of this article »
Image for Cornerstone Wealth Group LLC Sells 2,573 Shares of Republic Services, Inc. (NYSE:RSG)

Cornerstone Wealth Group LLC Sells 2,573 Shares of Republic Services, Inc. (NYSE:RSG)

Cornerstone Wealth Group LLC lessened its stake in shares of Republic Services, Inc. (NYSE:RSG – Free Report) by 13.0% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Head-To-Head Survey: Simply Good Foods (NASDAQ:SMPL) and Tootsie Roll Industries (NYSE:TR)

Head-To-Head Survey: Simply Good Foods (NASDAQ:SMPL) and Tootsie Roll Industries (NYSE:TR)

Simply Good Foods (NASDAQ:SMPL – Get Free Report) and Tootsie Roll Industries (NYSE:TR – Get Free Report) are both mid-cap consumer staples companies, but which is the superior investment? We will compare the two companies... More of this article »
Image for Financial Comparison: Granite Point Mortgage Trust (NYSE:GPMT) & Altisource Portfolio Solutions (NASDAQ:ASPS)

Financial Comparison: Granite Point Mortgage Trust (NYSE:GPMT) & Altisource Portfolio Solutions (NASDAQ:ASPS)

Altisource Portfolio Solutions (NASDAQ:ASPS – Get Free Report) and Granite Point Mortgage Trust (NYSE:GPMT – Get Free Report) are both small-cap finance companies, but which is the better stock? We will compare the two... More of this article »
Image for Accenture PLC (NYSE:ACN) Shares Acquired by GHP Investment Advisors Inc.

Accenture PLC (NYSE:ACN) Shares Acquired by GHP Investment Advisors Inc.

GHP Investment Advisors Inc. increased its stake in Accenture PLC (NYSE:ACN – Free Report) by 2.5% in the first quarter, Holdings Channel.com reports. The institutional investor owned 21,745 shares of the information technology... More of this article »
Image for GHP Investment Advisors Inc. Has $10.83 Million Position in Costco Wholesale Corporation (NASDAQ:COST)

GHP Investment Advisors Inc. Has $10.83 Million Position in Costco Wholesale Corporation (NASDAQ:COST)

GHP Investment Advisors Inc. cut its stake in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 1.2% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Asset Management One Co. Ltd. Purchases 10,032 Shares of S&P Global Inc. (NYSE:SPGI)

Asset Management One Co. Ltd. Purchases 10,032 Shares of S&P Global Inc. (NYSE:SPGI)

Asset Management One Co. Ltd. lifted its holdings in S&P Global Inc. (NYSE:SPGI – Free Report) by 6.5% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for PBMares Wealth Management LLC Acquires 10,255 Shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

PBMares Wealth Management LLC Acquires 10,255 Shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

PBMares Wealth Management LLC lifted its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 5.3% in the 1st quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for iShares Floating Rate Bond ETF (BATS:FLOT) Shares Purchased by Bluesphere Advisors LLC

iShares Floating Rate Bond ETF (BATS:FLOT) Shares Purchased by Bluesphere Advisors LLC

Bluesphere Advisors LLC grew its position in iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) by 0.8% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 33,745 shares of the company’s... More of this article »
Image for Berry Wealth Group LP Reduces Stake in Eaton Corporation, PLC (NYSE:ETN)

Berry Wealth Group LP Reduces Stake in Eaton Corporation, PLC (NYSE:ETN)

Berry Wealth Group LP decreased its stake in shares of Eaton Corporation, PLC (NYSE:ETN – Free Report) by 15.3% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 19,222 shares of the industrial... More of this article »
Image for Win Advisors Inc. Makes New Investment in Aptiv PLC (NYSE:APTV)

Win Advisors Inc. Makes New Investment in Aptiv PLC (NYSE:APTV)

Win Advisors Inc. purchased a new position in shares of Aptiv PLC (NYSE:APTV – Free Report) during the first quarter, HoldingsChannel reports. The institutional investor purchased 15,617 shares of the auto parts company’s... More of this article »
Image for Medtronic PLC (NYSE:MDT) Shares Sold by Family Legacy Inc.

Medtronic PLC (NYSE:MDT) Shares Sold by Family Legacy Inc.

Family Legacy Inc. reduced its stake in Medtronic PLC (NYSE:MDT – Free Report) by 32.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor... More of this article »
Image for Vectors Research Management LLC Lowers Stock Holdings in The Travelers Companies, Inc. (NYSE:TRV)

Vectors Research Management LLC Lowers Stock Holdings in The Travelers Companies, Inc. (NYSE:TRV)

Vectors Research Management LLC reduced its stake in The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 1.2% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Harbour Capital Advisors LLC Buys 21,745 Shares of Nu Holdings Ltd. (NYSE:NU)

Harbour Capital Advisors LLC Buys 21,745 Shares of Nu Holdings Ltd. (NYSE:NU)

Harbour Capital Advisors LLC lifted its position in Nu Holdings Ltd. (NYSE:NU – Free Report) by 29.7% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for Harbour Capital Advisors LLC Takes $838,000 Position in Aris Water Solutions, Inc. (NYSE:ARIS)

Harbour Capital Advisors LLC Takes $838,000 Position in Aris Water Solutions, Inc. (NYSE:ARIS)

Harbour Capital Advisors LLC purchased a new position in Aris Water Solutions, Inc. (NYSE:ARIS – Free Report) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for IMG Wealth Management Inc. Makes New $27,000 Investment in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

IMG Wealth Management Inc. Makes New $27,000 Investment in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

IMG Wealth Management Inc. bought a new position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 552... More of this article »
Image for Invesco QQQ (NASDAQ:QQQ) Stake Increased by IMG Wealth Management Inc.

Invesco QQQ (NASDAQ:QQQ) Stake Increased by IMG Wealth Management Inc.

IMG Wealth Management Inc. increased its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 1.4% during the first quarter, according to its most recent filing with the SEC. The institutional investor owned 12,208... More of this article »
Image for IMG Wealth Management Inc. Purchases Shares of 277 iShares MSCI USA Quality Factor ETF (BATS:QUAL)

IMG Wealth Management Inc. Purchases Shares of 277 iShares MSCI USA Quality Factor ETF (BATS:QUAL)

IMG Wealth Management Inc. purchased a new stake in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) during the 1st quarter, according to the company in its most recent filing with the SEC. The fund purchased... More of this article »
Image for IMG Wealth Management Inc. Increases Stake in Strategy Shares Nasdaq 7HANDL Index ETF (NASDAQ:HNDL)

IMG Wealth Management Inc. Increases Stake in Strategy Shares Nasdaq 7HANDL Index ETF (NASDAQ:HNDL)

IMG Wealth Management Inc. increased its position in Strategy Shares Nasdaq 7HANDL Index ETF (NASDAQ:HNDL – Free Report) by 23.2% in the 1st quarter, according to the company in its most recent filing with the SEC. The fund... More of this article »
Image for Balboa Wealth Partners Trims Stock Position in Arthur J. Gallagher & Co. (NYSE:AJG)

Balboa Wealth Partners Trims Stock Position in Arthur J. Gallagher & Co. (NYSE:AJG)

Balboa Wealth Partners cut its position in shares of Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) by 8.3% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) Stock Holdings Raised by Balboa Wealth Partners

iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) Stock Holdings Raised by Balboa Wealth Partners

Balboa Wealth Partners raised its stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 2.9% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 9,233 shares of the company’s... More of this article »
Image for Proactive Wealth Strategies LLC Has $932,000 Stock Holdings in Harbor Human Capital Factor US Large Cap ETF (NYSEARCA:HAPI)

Proactive Wealth Strategies LLC Has $932,000 Stock Holdings in Harbor Human Capital Factor US Large Cap ETF (NYSEARCA:HAPI)

Proactive Wealth Strategies LLC lifted its stake in shares of Harbor Human Capital Factor US Large Cap ETF (NYSEARCA:HAPI – Free Report) by 2.0% during the first quarter, according to its most recent filing with the Securities... More of this article »
Image for Continuum Advisory LLC Grows Holdings in Cisco Systems, Inc. (NASDAQ:CSCO)

Continuum Advisory LLC Grows Holdings in Cisco Systems, Inc. (NASDAQ:CSCO)

Continuum Advisory LLC grew its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 6.4% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Petros Family Wealth LLC Cuts Position in Hormel Foods Corporation (NYSE:HRL)

Petros Family Wealth LLC Cuts Position in Hormel Foods Corporation (NYSE:HRL)

Petros Family Wealth LLC trimmed its position in shares of Hormel Foods Corporation (NYSE:HRL – Free Report) by 20.1% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 16,010... More of this article »
Image for Phillips 66 (NYSE:PSX) Stock Holdings Lessened by Petros Family Wealth LLC

Phillips 66 (NYSE:PSX) Stock Holdings Lessened by Petros Family Wealth LLC

Petros Family Wealth LLC reduced its holdings in Phillips 66 (NYSE:PSX – Free Report) by 5.4% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 5,109 shares of the oil... More of this article »
Image for KLA Corporation (NASDAQ:KLAC) Shares Purchased by Sava Infond d.o.o.

KLA Corporation (NASDAQ:KLAC) Shares Purchased by Sava Infond d.o.o.

Sava Infond d.o.o. increased its stake in shares of KLA Corporation (NASDAQ:KLAC – Free Report) by 6.1% in the 1st quarter, Holdings Channel reports. The firm owned 1,050 shares of the semiconductor company’s stock after... More of this article »
Image for LaFleur & Godfrey LLC Reduces Position in Woodward, Inc. (NASDAQ:WWD)

LaFleur & Godfrey LLC Reduces Position in Woodward, Inc. (NASDAQ:WWD)

LaFleur & Godfrey LLC lessened its position in shares of Woodward, Inc. (NASDAQ:WWD – Free Report) by 0.3% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Image for Keystone Financial Services Has $729,000 Stock Position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Keystone Financial Services Has $729,000 Stock Position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Keystone Financial Services reduced its position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI – Free Report) by 1.7% in the 1st quarter, Holdings Channel reports. The firm owned 7,115 shares of the company’s... More of this article »
Image for Retirement Guys Formula LLC Invests $205,000 in Euronet Worldwide, Inc. (NASDAQ:EEFT)

Retirement Guys Formula LLC Invests $205,000 in Euronet Worldwide, Inc. (NASDAQ:EEFT)

Retirement Guys Formula LLC bought a new stake in shares of Euronet Worldwide, Inc. (NASDAQ:EEFT – Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Retirement Guys Formula LLC Makes New Investment in Kellanova (NYSE:K)

Retirement Guys Formula LLC Makes New Investment in Kellanova (NYSE:K)

Retirement Guys Formula LLC acquired a new stake in shares of Kellanova (NYSE:K – Free Report) during the 1st quarter, HoldingsChannel reports. The fund acquired 11,327 shares of the company’s stock, valued at approximately... More of this article »
Image for Sheets Smith Wealth Management Boosts Stock Holdings in ODDITY Tech Ltd. (NASDAQ:ODD)

Sheets Smith Wealth Management Boosts Stock Holdings in ODDITY Tech Ltd. (NASDAQ:ODD)

Sheets Smith Wealth Management raised its holdings in ODDITY Tech Ltd. (NASDAQ:ODD – Free Report) by 1.5% during the first quarter, Holdings Channel.com reports. The firm owned 20,792 shares of the company’s stock after... More of this article »
Image for Retirement Guys Formula LLC Takes $219,000 Position in Chemed Corporation (NYSE:CHE)

Retirement Guys Formula LLC Takes $219,000 Position in Chemed Corporation (NYSE:CHE)

Retirement Guys Formula LLC acquired a new position in shares of Chemed Corporation (NYSE:CHE – Free Report) in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired... More of this article »
Image for Retirement Guys Formula LLC Has $359,000 Holdings in Corcept Therapeutics Incorporated (NASDAQ:CORT)

Retirement Guys Formula LLC Has $359,000 Holdings in Corcept Therapeutics Incorporated (NASDAQ:CORT)

Retirement Guys Formula LLC lowered its stake in shares of Corcept Therapeutics Incorporated (NASDAQ:CORT – Free Report) by 29.2% in the first quarter, according to its most recent 13F filing with the SEC. The fund owned 3,147... More of this article »
Image for Spirepoint Private Client LLC Acquires Shares of 57,644 Pacer US Cash Cows 100 ETF (BATS:COWZ)

Spirepoint Private Client LLC Acquires Shares of 57,644 Pacer US Cash Cows 100 ETF (BATS:COWZ)

Spirepoint Private Client LLC acquired a new position in shares of Pacer US Cash Cows 100 ETF (BATS:COWZ – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for Capitol Family Office Inc. Buys Shares of 3,289 Intel Corporation (NASDAQ:INTC)

Capitol Family Office Inc. Buys Shares of 3,289 Intel Corporation (NASDAQ:INTC)

Capitol Family Office Inc. bought a new position in shares of Intel Corporation (NASDAQ:INTC – Free Report) in the first quarter, HoldingsChannel reports. The firm bought 3,289 shares of the chip maker’s stock, valued... More of this article »
Image for FORM Wealth Advisors LLC Acquires Shares of 300 Costco Wholesale Corporation (NASDAQ:COST)

FORM Wealth Advisors LLC Acquires Shares of 300 Costco Wholesale Corporation (NASDAQ:COST)

FORM Wealth Advisors LLC acquired a new stake in Costco Wholesale Corporation (NASDAQ:COST – Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for YHB Investment Advisors Inc. Sells 573 Shares of Aflac Incorporated (NYSE:AFL)

YHB Investment Advisors Inc. Sells 573 Shares of Aflac Incorporated (NYSE:AFL)

YHB Investment Advisors Inc. decreased its stake in Aflac Incorporated (NYSE:AFL – Free Report) by 1.2% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 47,391 shares... More of this article »
Image for Climber Capital SA Purchases New Position in iShares Global Materials ETF (NYSEARCA:MXI)

Climber Capital SA Purchases New Position in iShares Global Materials ETF (NYSEARCA:MXI)

Climber Capital SA purchased a new stake in shares of iShares Global Materials ETF (NYSEARCA:MXI – Free Report) during the 1st quarter, according to its most recent disclosure with the SEC. The fund purchased 6,248 shares of... More of this article »
Image for Walkner Condon Financial Advisors LLC Lowers Stake in Alphabet Inc. (NASDAQ:GOOG)

Walkner Condon Financial Advisors LLC Lowers Stake in Alphabet Inc. (NASDAQ:GOOG)

Walkner Condon Financial Advisors LLC reduced its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 33.2% in the first quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for Helen Stephens Group LLC Sells 1,000 Shares of Prosperity Bancshares, Inc. (NYSE:PB)

Helen Stephens Group LLC Sells 1,000 Shares of Prosperity Bancshares, Inc. (NYSE:PB)

Helen Stephens Group LLC lowered its position in shares of Prosperity Bancshares, Inc. (NYSE:PB – Free Report) by 3.2% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Helen Stephens Group LLC Has $2.27 Million Holdings in iShares National Muni Bond ETF (NYSEARCA:MUB)

Helen Stephens Group LLC Has $2.27 Million Holdings in iShares National Muni Bond ETF (NYSEARCA:MUB)

Helen Stephens Group LLC grew its position in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 49.7% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP) Shares Acquired by Helen Stephens Group LLC

Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP) Shares Acquired by Helen Stephens Group LLC

Helen Stephens Group LLC increased its stake in Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP – Free Report) by 14.6% during the 1st quarter, Holdings Channel.com reports. The fund owned 4,494 shares of the company’s... More of this article »
Image for Sheets Smith Wealth Management Decreases Stock Holdings in iShares Global Tech ETF (NYSEARCA:IXN)

Sheets Smith Wealth Management Decreases Stock Holdings in iShares Global Tech ETF (NYSEARCA:IXN)

Sheets Smith Wealth Management decreased its holdings in shares of iShares Global Tech ETF (NYSEARCA:IXN – Free Report) by 17.0% during the first quarter, HoldingsChannel reports. The institutional investor owned 16,388 shares... More of this article »