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Image for Peoples Financial Services CORP. Trims Holdings in Dominion Energy, Inc. (NYSE:D)

Peoples Financial Services CORP. Trims Holdings in Dominion Energy, Inc. (NYSE:D)

Peoples Financial Services CORP. lessened its holdings in shares of Dominion Energy, Inc. (NYSE:D – Get Rating) by 10.0% during the first quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for 3,686 Shares in MetLife, Inc. (NYSE:MET) Purchased by Kowal Investment Group LLC

3,686 Shares in MetLife, Inc. (NYSE:MET) Purchased by Kowal Investment Group LLC

Kowal Investment Group LLC acquired a new position in shares of MetLife, Inc. (NYSE:MET – Get Rating) in the 1st quarter, according to its most recent filing with the SEC. The fund acquired 3,686 shares of the financial services... More of this article »
Image for Kowal Investment Group LLC Raises Position in First Trust Managed Municipal ETF (NASDAQ:FMB)

Kowal Investment Group LLC Raises Position in First Trust Managed Municipal ETF (NASDAQ:FMB)

Kowal Investment Group LLC boosted its stake in shares of First Trust Managed Municipal ETF (NASDAQ:FMB – Get Rating) by 5.2% during the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Kowal Investment Group LLC Boosts Stock Holdings in WEC Energy Group, Inc. (NYSE:WEC)

Kowal Investment Group LLC Boosts Stock Holdings in WEC Energy Group, Inc. (NYSE:WEC)

Kowal Investment Group LLC boosted its stake in shares of WEC Energy Group, Inc. (NYSE:WEC – Get Rating) by 1.0% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Colonial River Wealth Management LLC Takes $3.37 Million Position in iShares Short Treasury Bond ETF (NASDAQ:SHV)

Colonial River Wealth Management LLC Takes $3.37 Million Position in iShares Short Treasury Bond ETF (NASDAQ:SHV)

Colonial River Wealth Management LLC bought a new stake in iShares Short Treasury Bond ETF (NASDAQ:SHV – Get Rating) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Tesla, Inc. (NASDAQ:TSLA) Shares Sold by Minot Wealth Management LLC

Tesla, Inc. (NASDAQ:TSLA) Shares Sold by Minot Wealth Management LLC

Minot Wealth Management LLC reduced its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Get Rating) by 3.5% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for TPG Financial Advisors LLC Acquires 162 Shares of UnitedHealth Group Incorporated (NYSE:UNH)

TPG Financial Advisors LLC Acquires 162 Shares of UnitedHealth Group Incorporated (NYSE:UNH)

TPG Financial Advisors LLC increased its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 7.8% 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 Sabal Trust CO Sells 376 Shares of UnitedHealth Group Incorporated (NYSE:UNH)

Sabal Trust CO Sells 376 Shares of UnitedHealth Group Incorporated (NYSE:UNH)

Sabal Trust CO lessened its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 0.6% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Alphabet Inc. (NASDAQ:GOOG) Stock Holdings Cut by Bar Harbor Trust Services

Alphabet Inc. (NASDAQ:GOOG) Stock Holdings Cut by Bar Harbor Trust Services

Bar Harbor Trust Services cut its position in shares of Alphabet Inc. (NASDAQ:GOOG – Get Rating) by 13.7% during the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 895 shares of... More of this article »
Image for Exxon Mobil Co. (NYSE:XOM) Shares Sold by Atlas Brown Inc.

Exxon Mobil Co. (NYSE:XOM) Shares Sold by Atlas Brown Inc.

Atlas Brown Inc. trimmed its position in Exxon Mobil Co. (NYSE:XOM – Get Rating) by 2.2% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor ... More of this article »
Image for Atlas Brown Inc. Trims Stake in AbbVie Inc. (NYSE:ABBV)

Atlas Brown Inc. Trims Stake in AbbVie Inc. (NYSE:ABBV)

Atlas Brown Inc. lowered its stake in shares of AbbVie Inc. (NYSE:ABBV – Get Rating) by 0.9% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund... More of this article »
Image for Gofen & Glossberg LLC IL Sells 123 Shares of NVIDIA Co. (NASDAQ:NVDA)

Gofen & Glossberg LLC IL Sells 123 Shares of NVIDIA Co. (NASDAQ:NVDA)

Gofen & Glossberg LLC IL decreased its position in NVIDIA Co. (NASDAQ:NVDA – Get Rating) by 0.2% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Image for Corbenic Partners LLC Boosts Holdings in NVIDIA Co. (NASDAQ:NVDA)

Corbenic Partners LLC Boosts Holdings in NVIDIA Co. (NASDAQ:NVDA)

Corbenic Partners LLC raised its stake in shares of NVIDIA Co. (NASDAQ:NVDA – Get Rating) by 6.2% 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 Woodward Diversified Capital LLC Has $5.77 Million Position in Exxon Mobil Co. (NYSE:XOM)

Woodward Diversified Capital LLC Has $5.77 Million Position in Exxon Mobil Co. (NYSE:XOM)

Woodward Diversified Capital LLC reduced its position in Exxon Mobil Co. (NYSE:XOM – Get Rating) by 5.4% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 69,876 shares of the oil... More of this article »
Image for G&S Capital LLC Makes New Investment in Palo Alto Networks, Inc. (NASDAQ:PANW)

G&S Capital LLC Makes New Investment in Palo Alto Networks, Inc. (NASDAQ:PANW)

G&S Capital LLC purchased a new position in Palo Alto Networks, Inc. (NASDAQ:PANW – Get Rating) during the 1st quarter, HoldingsChannel.com reports. The institutional investor purchased 3,296 shares of the network technology... More of this article »
Image for Intuit Inc. (NASDAQ:INTU) Shares Bought by City Holding Co.

Intuit Inc. (NASDAQ:INTU) Shares Bought by City Holding Co.

City Holding Co. raised its holdings in Intuit Inc. (NASDAQ:INTU – Get Rating) by 2.6% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 7,939... More of this article »
Image for Columbia Trust Co 01012016 Has $760,000 Stake in Lululemon Athletica Inc. (NASDAQ:LULU)

Columbia Trust Co 01012016 Has $760,000 Stake in Lululemon Athletica Inc. (NASDAQ:LULU)

Columbia Trust Co 01012016 increased its position in Lululemon Athletica Inc. (NASDAQ:LULU – Get Rating) by 4.2% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 1,943 shares of the... More of this article »
Image for Steph & Co. Acquires Shares of 100 Aon plc (NYSE:AON)

Steph & Co. Acquires Shares of 100 Aon plc (NYSE:AON)

Steph & Co. purchased a new stake in shares of Aon plc (NYSE:AON – Get Rating) during the 1st quarter, HoldingsChannel.com reports. The institutional investor purchased 100 shares of the financial services provider’s... More of this article »
Image for Morgan Stanley (NYSE:MS) Shares Bought by Boenning & Scattergood Inc.

Morgan Stanley (NYSE:MS) Shares Bought by Boenning & Scattergood Inc.

Boenning & Scattergood Inc. increased its position in shares of Morgan Stanley (NYSE:MS – Get Rating) by 7.8% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Image for Peoples Financial Services CORP. Lowers Position in Automatic Data Processing, Inc. (NASDAQ:ADP)

Peoples Financial Services CORP. Lowers Position in Automatic Data Processing, Inc. (NASDAQ:ADP)

Peoples Financial Services CORP. cut its holdings in shares of Automatic Data Processing, Inc. (NASDAQ:ADP – Get Rating) by 23.7% in the first quarter, according to the company in its most recent filing with the Securities and... More of this article »
Image for YorkBridge Wealth Partners LLC Buys 10,864 Shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA)

YorkBridge Wealth Partners LLC Buys 10,864 Shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA)

YorkBridge Wealth Partners LLC grew its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Get Rating) by 160.8% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for Paladin Advisory Group LLC Trims Stake in Oracle Co. (NYSE:ORCL)

Paladin Advisory Group LLC Trims Stake in Oracle Co. (NYSE:ORCL)

Paladin Advisory Group LLC reduced its position in Oracle Co. (NYSE:ORCL – Get Rating) by 14.5% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 978 shares of the enterprise software provider’s... More of this article »
Image for Kowal Investment Group LLC Cuts Stock Holdings in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS)

Kowal Investment Group LLC Cuts Stock Holdings in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS)

Kowal Investment Group LLC reduced its position in shares of First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Get Rating) by 4.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for First Trust Capital Strength ETF (NASDAQ:FTCS) Shares Sold by Kowal Investment Group LLC

First Trust Capital Strength ETF (NASDAQ:FTCS) Shares Sold by Kowal Investment Group LLC

Kowal Investment Group LLC cut its stake in shares of First Trust Capital Strength ETF (NASDAQ:FTCS – Get Rating) by 4.8% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for WealthBridge Capital Management LLC Grows Stock Holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

WealthBridge Capital Management LLC Grows Stock Holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

WealthBridge Capital Management LLC boosted its holdings in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Get Rating) by 24.7% during the first quarter, according to the company in its most recent disclosure with... More of this article »
Image for Kowal Investment Group LLC Acquires 2,271 Shares of iShares S&P 400 MidCap ETF (NYSEARCA:IJH)

Kowal Investment Group LLC Acquires 2,271 Shares of iShares S&P 400 MidCap ETF (NYSEARCA:IJH)

Kowal Investment Group LLC raised its holdings in shares of iShares S&P 400 MidCap ETF (NYSEARCA:IJH – Get Rating) by 42.3% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Newman & Schimel LLC Has $469,000 Position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Newman & Schimel LLC Has $469,000 Position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Newman & Schimel LLC lowered its stake in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Get Rating) by 6.9% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Yarger Wealth Strategies LLC Lowers Stock Position in Hartford Multifactor Developed Markets (ex-US) ETF (NYSEARCA:RODM)

Yarger Wealth Strategies LLC Lowers Stock Position in Hartford Multifactor Developed Markets (ex-US) ETF (NYSEARCA:RODM)

Yarger Wealth Strategies LLC lowered its position in shares of Hartford Multifactor Developed Markets (ex-US) ETF (NYSEARCA:RODM – Get Rating) by 62.0% in the 1st quarter, according to its most recent Form 13F filing with the... More of this article »
Image for Yarger Wealth Strategies LLC Has $1.14 Million Stake in iShares Edge MSCI Min Vol USA ETF (BATS:USMV)

Yarger Wealth Strategies LLC Has $1.14 Million Stake in iShares Edge MSCI Min Vol USA ETF (BATS:USMV)

Yarger Wealth Strategies LLC trimmed its stake in shares of iShares Edge MSCI Min Vol USA ETF (BATS:USMV – Get Rating) by 64.8% during the first quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Colonial River Wealth Management LLC Trims Stock Holdings in Global X NASDAQ 100 Covered Call ETF (NASDAQ:QYLD)

Colonial River Wealth Management LLC Trims Stock Holdings in Global X NASDAQ 100 Covered Call ETF (NASDAQ:QYLD)

Colonial River Wealth Management LLC trimmed its holdings in Global X NASDAQ 100 Covered Call ETF (NASDAQ:QYLD – Get Rating) by 36.9% in the first quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Colonial River Wealth Management LLC Sells 39,580 Shares of Global X NASDAQ 100 Covered Call ETF (NASDAQ:QYLD)

Colonial River Wealth Management LLC Sells 39,580 Shares of Global X NASDAQ 100 Covered Call ETF (NASDAQ:QYLD)

Colonial River Wealth Management LLC trimmed its holdings in Global X NASDAQ 100 Covered Call ETF (NASDAQ:QYLD – Get Rating) by 36.9% in the first quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for The Allstate Co. (NYSE:ALL) Shares Purchased by Atticus Wealth Management LLC

The Allstate Co. (NYSE:ALL) Shares Purchased by Atticus Wealth Management LLC

Atticus Wealth Management LLC boosted its position in The Allstate Co. (NYSE:ALL – Get Rating) by 4.4% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 4,013 shares of the... More of this article »
Image for Fulcrum Equity Management Sells 834 Shares of Invesco KBW Bank ETF (NASDAQ:KBWB)

Fulcrum Equity Management Sells 834 Shares of Invesco KBW Bank ETF (NASDAQ:KBWB)

Fulcrum Equity Management trimmed its position in shares of Invesco KBW Bank ETF (NASDAQ:KBWB – Get Rating) by 18.0% during the first quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for Innovator U.S. Equity Buffer ETF – August (NYSEARCA:BAUG) Shares Bought by Valtinson Bruner Financial Planning LLC

Innovator U.S. Equity Buffer ETF – August (NYSEARCA:BAUG) Shares Bought by Valtinson Bruner Financial Planning LLC

Valtinson Bruner Financial Planning LLC grew its holdings in shares of Innovator U.S. Equity Buffer ETF – August (NYSEARCA:BAUG – Get Rating) by 5.6% in the first quarter, according to its most recent filing with the SEC.... More of this article »
Image for Valtinson Bruner Financial Planning LLC Sells 510 Shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Valtinson Bruner Financial Planning LLC Sells 510 Shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Valtinson Bruner Financial Planning LLC decreased its holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Get Rating) by 10.1% during the 1st quarter, according to the company in its most recent filing with the SEC. The... More of this article »
Image for Fulcrum Equity Management Sells 39,128 Shares of Cambria Shareholder Yield ETF (NYSEARCA:SYLD)

Fulcrum Equity Management Sells 39,128 Shares of Cambria Shareholder Yield ETF (NYSEARCA:SYLD)

Fulcrum Equity Management trimmed its stake in Cambria Shareholder Yield ETF (NYSEARCA:SYLD – Get Rating) by 90.7% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) Position Raised by Fulcrum Equity Management

iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) Position Raised by Fulcrum Equity Management

Fulcrum Equity Management raised its stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Get Rating) by 6.1% during the first quarter, according to its most recent disclosure with the SEC. The fund owned 2,624 shares of the... More of this article »
Image for Fulcrum Equity Management Makes New $291,000 Investment in iShares MSCI UAE ETF (NASDAQ:UAE)

Fulcrum Equity Management Makes New $291,000 Investment in iShares MSCI UAE ETF (NASDAQ:UAE)

Fulcrum Equity Management purchased a new position in iShares MSCI UAE ETF (NASDAQ:UAE – Get Rating) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for iShares S&P 500 Growth ETF (NYSEARCA:IVW) Shares Sold by Fulcrum Equity Management

iShares S&P 500 Growth ETF (NYSEARCA:IVW) Shares Sold by Fulcrum Equity Management

Fulcrum Equity Management reduced its holdings in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Get Rating) by 38.2% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Image for Peoples Financial Services CORP. Lowers Holdings in Medtronic plc (NYSE:MDT)

Peoples Financial Services CORP. Lowers Holdings in Medtronic plc (NYSE:MDT)

Peoples Financial Services CORP. trimmed its position in Medtronic plc (NYSE:MDT – Get Rating) by 12.8% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned... More of this article »
Image for TKG Advisors LLC Purchases 307 Shares of Louisiana-Pacific Co. (NYSE:LPX)

TKG Advisors LLC Purchases 307 Shares of Louisiana-Pacific Co. (NYSE:LPX)

TKG Advisors LLC lifted its position in shares of Louisiana-Pacific Co. (NYSE:LPX – Get Rating) by 2.8% in the 1st quarter, Holdings Channel.com reports. The fund owned 11,464 shares of the building manufacturing company’s... More of this article »
Image for TKG Advisors LLC Lowers Holdings in First Trust Municipal High Income ETF (NASDAQ:FMHI)

TKG Advisors LLC Lowers Holdings in First Trust Municipal High Income ETF (NASDAQ:FMHI)

TKG Advisors LLC trimmed its stake in shares of First Trust Municipal High Income ETF (NASDAQ:FMHI – Get Rating) by 41.7% during the 1st quarter, Holdings Channel reports. The fund owned 51,184 shares of the company’s... More of this article »
Image for 11,978 Shares in Marvell Technology, Inc. (NASDAQ:MRVL) Purchased by TKG Advisors LLC

11,978 Shares in Marvell Technology, Inc. (NASDAQ:MRVL) Purchased by TKG Advisors LLC

TKG Advisors LLC acquired a new stake in Marvell Technology, Inc. (NASDAQ:MRVL – Get Rating) during the 1st quarter, Holdings Channel reports. The institutional investor acquired 11,978 shares of the semiconductor company’s... More of this article »
Image for Steph & Co. Increases Stock Position in International Paper (NYSE:IP)

Steph & Co. Increases Stock Position in International Paper (NYSE:IP)

Steph & Co. grew its stake in International Paper (NYSE:IP – Get Rating) by 13.6% in the first quarter, Holdings Channel.com reports. The institutional investor owned 7,888 shares of the basic materials company’s... More of this article »
Image for Peoples Financial Services CORP. Lowers Stock Position in Xylem Inc. (NYSE:XYL)

Peoples Financial Services CORP. Lowers Stock Position in Xylem Inc. (NYSE:XYL)

Peoples Financial Services CORP. lowered its position in shares of Xylem Inc. (NYSE:XYL – Get Rating) by 14.4% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 6,005 shares of the industrial... More of this article »
Image for Camtek Ltd. (NASDAQ:CAMT) Shares Bought by Paradiem LLC

Camtek Ltd. (NASDAQ:CAMT) Shares Bought by Paradiem LLC

Paradiem LLC lifted its stake in shares of Camtek Ltd. (NASDAQ:CAMT – Get Rating) by 7.5% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 13,540 shares... More of this article »
Image for Paradiem LLC Raises Stock Position in Magic Software Enterprises Ltd. (NASDAQ:MGIC)

Paradiem LLC Raises Stock Position in Magic Software Enterprises Ltd. (NASDAQ:MGIC)

Paradiem LLC grew its holdings in Magic Software Enterprises Ltd. (NASDAQ:MGIC – Get Rating) by 7.5% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Tower Semiconductor Ltd. (NASDAQ:TSEM) Shares Bought by Paradiem LLC

Tower Semiconductor Ltd. (NASDAQ:TSEM) Shares Bought by Paradiem LLC

Paradiem LLC increased its stake in Tower Semiconductor Ltd. (NASDAQ:TSEM – Get Rating) by 5.1% in the first quarter, Holdings Channel.com reports. The institutional investor owned 9,267 shares of the semiconductor company’s... More of this article »
Image for Paradiem LLC Sells 97 Shares of General Dynamics Co. (NYSE:GD)

Paradiem LLC Sells 97 Shares of General Dynamics Co. (NYSE:GD)

Paradiem LLC lessened its holdings in shares of General Dynamics Co. (NYSE:GD – Get Rating) by 0.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for SevenBridge Financial Group LLC Lowers Holdings in Kimberly-Clark Co. (NYSE:KMB)

SevenBridge Financial Group LLC Lowers Holdings in Kimberly-Clark Co. (NYSE:KMB)

SevenBridge Financial Group LLC decreased its holdings in Kimberly-Clark Co. (NYSE:KMB – Get Rating) by 8.5% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »