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Image for Cornerstone Planning LLC Invests $3.08 Million in Merck & Co., Inc. $MRK

Cornerstone Planning LLC Invests $3.08 Million in Merck & Co., Inc. $MRK

Cornerstone Planning LLC purchased a new stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased... More of this article »
Image for Forty three Eighteen Advisors LLC Invests $2.06 Million in International Business Machines Corporation $IBM

Forty three Eighteen Advisors LLC Invests $2.06 Million in International Business Machines Corporation $IBM

Forty three Eighteen Advisors LLC bought a new position in International Business Machines Corporation (NYSE:IBM – 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 Rockefeller Capital Management L.P. Boosts Stake in Costco Wholesale Corporation $COST

Rockefeller Capital Management L.P. Boosts Stake in Costco Wholesale Corporation $COST

Rockefeller Capital Management L.P. boosted its holdings in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 20.4% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund... More of this article »
Image for Westmount Partners LLC Makes New Investment in Dimensional International Core Equity 2 ETF $DFIC

Westmount Partners LLC Makes New Investment in Dimensional International Core Equity 2 ETF $DFIC

Westmount Partners LLC purchased a new position in shares of Dimensional International Core Equity 2 ETF (BATS:DFIC – Free Report) during the first quarter, Holdings Channel.com reports. The firm purchased 16,750 shares of the... More of this article »
Image for 39,000 Shares in Primo Brands Corporation $PRMB Bought by J. Derek Lewis & Associates Inc.

39,000 Shares in Primo Brands Corporation $PRMB Bought by J. Derek Lewis & Associates Inc.

J. Derek Lewis & Associates Inc. purchased a new stake in shares of Primo Brands Corporation (NYSE:PRMB – Free Report) during the fourth quarter, HoldingsChannel reports. The fund purchased 39,000 shares of the company’s... More of this article »
Image for Diversified Trust Co Purchases 294,496 Shares of Vanguard FTSE All-World ex-US ETF $VEU

Diversified Trust Co Purchases 294,496 Shares of Vanguard FTSE All-World ex-US ETF $VEU

Diversified Trust Co grew its position in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 5.6% during the 1st quarter, HoldingsChannel reports. The firm owned 5,535,204 shares of the company’s stock after... More of this article »
Image for Diversified Trust Co Cuts Stock Holdings in ProShares UltraPro S&P 500 $UPRO

Diversified Trust Co Cuts Stock Holdings in ProShares UltraPro S&P 500 $UPRO

Diversified Trust Co lowered its position in shares of ProShares UltraPro S&P 500 (NYSEARCA:UPRO – Free Report) by 14.0% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Westmount Partners LLC Makes New Investment in iShares U.S. Technology ETF $IYW

Westmount Partners LLC Makes New Investment in iShares U.S. Technology ETF $IYW

Westmount Partners LLC bought a new position in shares of iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) in the first quarter, HoldingsChannel reports. The firm bought 4,530 shares of the exchange traded fund’s... More of this article »
Image for Dimensional US High Profitability ETF $DUHP is Midwest Heritage Bank FSB’s 5th Largest Position

Dimensional US High Profitability ETF $DUHP is Midwest Heritage Bank FSB’s 5th Largest Position

Midwest Heritage Bank FSB grew its holdings in Dimensional US High Profitability ETF (NYSEARCA:DUHP – Free Report) by 8.1% in the 1st quarter, HoldingsChannel.com reports. The fund owned 527,822 shares of the company’s... More of this article »
Image for Galaxy Digital Capital Management GP LLC Acquires Shares of 780 MercadoLibre, Inc. $MELI

Galaxy Digital Capital Management GP LLC Acquires Shares of 780 MercadoLibre, Inc. $MELI

Galaxy Digital Capital Management GP LLC bought a new position in MercadoLibre, Inc. (NASDAQ:MELI – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Seacoast Banking Corporation of Florida (NASDAQ:SBCF) and Peoples Financial (OTCMKTS:PFBX) Head to Head Comparison

Seacoast Banking Corporation of Florida (NASDAQ:SBCF) and Peoples Financial (OTCMKTS:PFBX) Head to Head Comparison

Seacoast Banking Corporation of Florida (NASDAQ:SBCF – Get Free Report) and Peoples Financial (OTCMKTS:PFBX – Get Free Report) are both finance companies, but which is the superior investment? We will compare the two businesses... More of this article »
Image for Zillow Group, Inc. (NASDAQ:Z) Receives Consensus Rating of “Moderate Buy” from Brokerages

Zillow Group, Inc. (NASDAQ:Z) Receives Consensus Rating of “Moderate Buy” from Brokerages

Shares of Zillow Group, Inc. (NASDAQ:Z – Get Free Report) have received an average recommendation of “Moderate Buy” from the fifteen analysts that are covering the company, Marketbeat.com reports. One equities research... More of this article »
Image for Purpose Unlimited Inc. Takes Position in Vanguard Total Stock Market ETF $VTI

Purpose Unlimited Inc. Takes Position in Vanguard Total Stock Market ETF $VTI

Purpose Unlimited Inc. acquired a new position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for BTC Development (BDCI) vs. Its Peers Critical Review

BTC Development (BDCI) vs. Its Peers Critical Review

BTC Development (NASDAQ:BDCI – Get Free Report) is one of 330 public companies in the “Investment Offices” industry, but how does it compare to its competitors? We will compare BTC Development to similar companies... More of this article »
Image for Plus Therapeutics, Inc. (NASDAQ:PSTV) Given Average Recommendation of “Hold” by Analysts

Plus Therapeutics, Inc. (NASDAQ:PSTV) Given Average Recommendation of “Hold” by Analysts

Shares of Plus Therapeutics, Inc. (NASDAQ:PSTV – Get Free Report) have earned an average recommendation of “Hold” from the seven brokerages that are covering the company, MarketBeat Ratings reports. One research... More of this article »
Image for Fund Advisors of America Inc FL Acquires New Shares in Palantir Technologies Inc. $PLTR

Fund Advisors of America Inc FL Acquires New Shares in Palantir Technologies Inc. $PLTR

Fund Advisors of America Inc FL bought a new stake in Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) during the 4th quarter, Holdings Channel reports. The fund bought 9,177 shares of the company’s stock, valued... More of this article »
Image for Brokerages Set Amentum Holdings, Inc. (NYSE:AMTM) PT at $32.00

Brokerages Set Amentum Holdings, Inc. (NYSE:AMTM) PT at $32.00

Shares of Amentum Holdings, Inc. (NYSE:AMTM – Get Free Report) have earned a consensus rating of “Hold” from the fourteen research firms that are covering the stock, MarketBeat reports. One analyst has rated the... More of this article »
Image for 9,615 Shares in Old Dominion Freight Line, Inc. $ODFL Purchased by Pullen Investment Management LLC

9,615 Shares in Old Dominion Freight Line, Inc. $ODFL Purchased by Pullen Investment Management LLC

Pullen Investment Management LLC acquired a new stake in Old Dominion Freight Line, Inc. (NASDAQ:ODFL – Free Report) during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Purpose Unlimited Inc. Invests $1.67 Million in Stantec Inc. $STN

Purpose Unlimited Inc. Invests $1.67 Million in Stantec Inc. $STN

Purpose Unlimited Inc. acquired a new stake in shares of Stantec Inc. (NYSE:STN – Free Report) (TSE:STN) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor acquired 17,732 shares... More of this article »
Image for Westmount Partners LLC Lowers Stock Holdings in Illumina, Inc. $ILMN

Westmount Partners LLC Lowers Stock Holdings in Illumina, Inc. $ILMN

Westmount Partners LLC reduced its position in Illumina, Inc. (NASDAQ:ILMN – Free Report) by 12.4% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Nations Financial Group Inc. IA ADV Acquires 10,260 Shares of JPMorgan Equity Premium Income ETF $JEPI

Nations Financial Group Inc. IA ADV Acquires 10,260 Shares of JPMorgan Equity Premium Income ETF $JEPI

Nations Financial Group Inc. IA ADV raised its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 18.6% during the first quarter, according to its most recent filing with the SEC. The firm... More of this article »
Image for 22,671 Shares in iShares Core U.S. Aggregate Bond ETF $AGG Bought by Purpose Unlimited Inc.

22,671 Shares in iShares Core U.S. Aggregate Bond ETF $AGG Bought by Purpose Unlimited Inc.

Purpose Unlimited Inc. purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Weatherly Asset Management L. P. Boosts Stake in JPMorgan Ultra-Short Income ETF $JPST

Weatherly Asset Management L. P. Boosts Stake in JPMorgan Ultra-Short Income ETF $JPST

Weatherly Asset Management L. P. boosted its position in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 2.8% during the 1st quarter, HoldingsChannel.com reports. The firm owned 525,345 shares of the company’s... More of this article »
Image for Pullen Investment Management LLC Acquires New Position in Brown & Brown, Inc. $BRO

Pullen Investment Management LLC Acquires New Position in Brown & Brown, Inc. $BRO

Pullen Investment Management LLC bought a new position in shares of Brown & Brown, Inc. (NYSE:BRO – Free Report) during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor ... More of this article »
Image for Purpose Unlimited Inc. Makes New Investment in Kinross Gold Corporation $KGC

Purpose Unlimited Inc. Makes New Investment in Kinross Gold Corporation $KGC

Purpose Unlimited Inc. bought a new stake in Kinross Gold Corporation (NYSE:KGC – Free Report) (TSE:K) during the fourth quarter, Holdings Channel.com reports. The firm bought 135,000 shares of the mining company’s stock,... More of this article »
Image for J. Derek Lewis & Associates Inc. Makes New Investment in Capital Group U.S. Small and Mid Cap ETF $CGMM

J. Derek Lewis & Associates Inc. Makes New Investment in Capital Group U.S. Small and Mid Cap ETF $CGMM

J. Derek Lewis & Associates Inc. purchased a new stake in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Stenger Family Office LLC Raises Stock Position in Tesla, Inc. $TSLA

Stenger Family Office LLC Raises Stock Position in Tesla, Inc. $TSLA

Stenger Family Office LLC grew its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 13.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Stance Capital LLC Acquires New Holdings in American Water Works Company, Inc. $AWK

Stance Capital LLC Acquires New Holdings in American Water Works Company, Inc. $AWK

Stance Capital LLC bought a new stake in American Water Works Company, Inc. (NYSE:AWK – Free Report) during the fourth quarter, Holdings Channel.com reports. The institutional investor bought 10,747 shares of the utilities... More of this article »
Image for Weatherly Asset Management L. P. Buys 3,436 Shares of Digital Realty Trust, Inc. $DLR

Weatherly Asset Management L. P. Buys 3,436 Shares of Digital Realty Trust, Inc. $DLR

Weatherly Asset Management L. P. boosted its stake in shares of Digital Realty Trust, Inc. (NYSE:DLR – Free Report) by 6.7% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Stance Capital LLC Purchases 7,921 Shares of Steel Dynamics, Inc. $STLD

Stance Capital LLC Purchases 7,921 Shares of Steel Dynamics, Inc. $STLD

Stance Capital LLC grew its holdings in shares of Steel Dynamics, Inc. (NASDAQ:STLD – Free Report) by 5,245.7% in the fourth quarter, Holdings Channel reports. The institutional investor owned 8,072 shares of the basic materials... More of this article »
Image for Stance Capital LLC Invests $2.88 Million in Cigna Group $CI

Stance Capital LLC Invests $2.88 Million in Cigna Group $CI

Stance Capital LLC bought a new stake in Cigna Group (NYSE:CI – Free Report) during the fourth quarter, Holdings Channel reports. The institutional investor bought 10,466 shares of the health services provider’s stock,... More of this article »
Image for WESPAC Advisors SoCal LLC Buys New Position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF $XTRE

WESPAC Advisors SoCal LLC Buys New Position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF $XTRE

WESPAC Advisors SoCal LLC bought a new stake in shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (NYSEARCA:XTRE – Free Report) in the first quarter, according to its most recent disclosure with the Securities... More of this article »
Image for Stance Capital LLC Invests $1.46 Million in Marriott International, Inc. $MAR

Stance Capital LLC Invests $1.46 Million in Marriott International, Inc. $MAR

Stance Capital LLC bought a new stake in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) in the 4th quarter, Holdings Channel reports. The institutional investor bought 4,713 shares of the company’s... More of this article »
Image for McAlvany Wealth Management LLC Acquires Shares of 137,627 Metalla Royalty & Streaming Ltd. $MTA

McAlvany Wealth Management LLC Acquires Shares of 137,627 Metalla Royalty & Streaming Ltd. $MTA

McAlvany Wealth Management LLC bought a new stake in Metalla Royalty & Streaming Ltd. (NYSEAMERICAN:MTA – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Stance Capital LLC Makes New Investment in Johnson Controls International plc $JCI

Stance Capital LLC Makes New Investment in Johnson Controls International plc $JCI

Stance Capital LLC bought a new stake in shares of Johnson Controls International plc (NYSE:JCI – Free Report) in the 4th quarter, HoldingsChannel reports. The fund bought 16,414 shares of the company’s stock, valued at... More of this article »
Image for Capital Group Growth ETF $CGGR Stake Lifted by Midwest Heritage Bank FSB

Capital Group Growth ETF $CGGR Stake Lifted by Midwest Heritage Bank FSB

Midwest Heritage Bank FSB lifted its holdings in shares of Capital Group Growth ETF (NYSEARCA:CGGR – Free Report) by 21.8% during the 1st quarter, Holdings Channel.com reports. The fund owned 335,735 shares of the company’s... More of this article »
Image for Crawford & Company (NYSE:CRD.A) & VCI Global (NASDAQ:VCIG) Financial Analysis

Crawford & Company (NYSE:CRD.A) & VCI Global (NASDAQ:VCIG) Financial Analysis

Crawford & Company (NYSE:CRD.A – Get Free Report) and VCI Global (NASDAQ:VCIG – Get Free Report) are both small-cap business services companies, but which is the better stock? We will contrast the two companies based... More of this article »
Image for Beazer Homes USA, Inc. (NYSE:BZH) Receives Average Recommendation of “Hold” from Analysts

Beazer Homes USA, Inc. (NYSE:BZH) Receives Average Recommendation of “Hold” from Analysts

Beazer Homes USA, Inc. (NYSE:BZH – Get Free Report) has been given a consensus recommendation of “Hold” by the five brokerages that are presently covering the stock, Marketbeat reports. One equities research analyst... More of this article »
Image for Herbalife Ltd (NYSE:HLF) Receives $17.80 Consensus PT from Brokerages

Herbalife Ltd (NYSE:HLF) Receives $17.80 Consensus PT from Brokerages

Herbalife Ltd (NYSE:HLF – Get Free Report) has been assigned an average rating of “Hold” from the seven analysts that are covering the stock, Marketbeat.com reports. Four research analysts have rated the stock with... More of this article »
Image for Bed Bath & Beyond (NYSE:BBBY) & Live Current Media (OTCMKTS:LIVC) Critical Review

Bed Bath & Beyond (NYSE:BBBY) & Live Current Media (OTCMKTS:LIVC) Critical Review

Bed Bath & Beyond (NYSE:BBBY – Get Free Report) and Live Current Media (OTCMKTS:LIVC – Get Free Report) are both retail/wholesale companies, but which is the better business? We will contrast the two businesses based... More of this article »
Image for Indra Sistemas (OTCMKTS:ISMAY) & SAIHEAT (NASDAQ:SAIH) Critical Analysis

Indra Sistemas (OTCMKTS:ISMAY) & SAIHEAT (NASDAQ:SAIH) Critical Analysis

Indra Sistemas (OTCMKTS:ISMAY – Get Free Report) and SAIHEAT (NASDAQ:SAIH – Get Free Report) are both business services companies, but which is the better stock? We will contrast the two businesses based on the strength... More of this article »
Image for Stance Capital LLC Raises Stake in eBay Inc. $EBAY

Stance Capital LLC Raises Stake in eBay Inc. $EBAY

Stance Capital LLC raised its holdings in shares of eBay Inc. (NASDAQ:EBAY – Free Report) by 9,082.4% in the 4th quarter, HoldingsChannel reports. The fund owned 35,536 shares of the e-commerce company’s stock after buying... More of this article »
Image for WESPAC Advisors SoCal LLC Has $23.45 Million Stock Position in VanEck Semiconductor ETF $SMH

WESPAC Advisors SoCal LLC Has $23.45 Million Stock Position in VanEck Semiconductor ETF $SMH

WESPAC Advisors SoCal LLC trimmed its position in shares of VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 13.3% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for McAlvany Wealth Management LLC Buys Shares of 41,024 Devon Energy Corporation $DVN

McAlvany Wealth Management LLC Buys Shares of 41,024 Devon Energy Corporation $DVN

McAlvany Wealth Management LLC bought a new position in shares of Devon Energy Corporation (NYSE:DVN – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for McAlvany Wealth Management LLC Takes $2.94 Million Position in Range Resources Corporation $RRC

McAlvany Wealth Management LLC Takes $2.94 Million Position in Range Resources Corporation $RRC

McAlvany Wealth Management LLC purchased a new position in shares of Range Resources Corporation (NYSE:RRC – Free Report) in the 4th quarter, Holdings Channel.com reports. The firm purchased 83,434 shares of the oil and gas... More of this article »
Image for Creek Drive Management Group LLC Purchases Shares of 437,200 Seritage Growth Properties $SRG

Creek Drive Management Group LLC Purchases Shares of 437,200 Seritage Growth Properties $SRG

Creek Drive Management Group LLC acquired a new position in Seritage Growth Properties (NYSE:SRG – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The firm acquired 437,200 shares... More of this article »
Image for Galaxy Digital Capital Management GP LLC Takes Position in Hut 8 Corp. $HUT

Galaxy Digital Capital Management GP LLC Takes Position in Hut 8 Corp. $HUT

Galaxy Digital Capital Management GP LLC purchased a new position in Hut 8 Corp. (NASDAQ:HUT – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Image for Creek Drive Management Group LLC Purchases Shares of 140,800 Taboola.com Ltd. $TBLA

Creek Drive Management Group LLC Purchases Shares of 140,800 Taboola.com Ltd. $TBLA

Creek Drive Management Group LLC purchased a new position in shares of Taboola.com Ltd. (NASDAQ:TBLA – Free Report) during the fourth quarter, HoldingsChannel reports. The institutional investor purchased 140,800 shares of... More of this article »
Image for Cornerstone Planning LLC Invests $1.28 Million in Schwab US Broad Market ETF $SCHB

Cornerstone Planning LLC Invests $1.28 Million in Schwab US Broad Market ETF $SCHB

Cornerstone Planning LLC purchased a new position in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 48,984... More of this article »
Image for 7,533 Shares in The Travelers Companies, Inc. $TRV Bought by Cornerstone Planning LLC

7,533 Shares in The Travelers Companies, Inc. $TRV Bought by Cornerstone Planning LLC

Cornerstone Planning LLC bought a new position in The Travelers Companies, Inc. (NYSE:TRV – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm bought 7,533 shares of the insurance... More of this article »