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Image for International Business Machines Co. (NYSE:IBM) Shares Acquired by SevenBridge Financial Group LLC

International Business Machines Co. (NYSE:IBM) Shares Acquired by SevenBridge Financial Group LLC

SevenBridge Financial Group LLC boosted its stake in International Business Machines Co. (NYSE:IBM – Get Rating) by 241.4% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Kowal Investment Group LLC Grows Stock Position in Invesco QQQ Trust (NASDAQ:QQQ)

Kowal Investment Group LLC Grows Stock Position in Invesco QQQ Trust (NASDAQ:QQQ)

Kowal Investment Group LLC grew its holdings in shares of Invesco QQQ Trust (NASDAQ:QQQ – Get Rating) by 53.6% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Image for Elwood & Goetz Wealth Advisory Group LLC Purchases 1,226 Shares of The Southern Company (NYSE:SO)

Elwood & Goetz Wealth Advisory Group LLC Purchases 1,226 Shares of The Southern Company (NYSE:SO)

Elwood & Goetz Wealth Advisory Group LLC raised its position in The Southern Company (NYSE:SO – Get Rating) by 34.9% during the 1st quarter, according to its most recent filing with the SEC. The institutional investor ... More of this article »
Image for Elwood & Goetz Wealth Advisory Group LLC Has $7.04 Million Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Elwood & Goetz Wealth Advisory Group LLC Has $7.04 Million Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Elwood & Goetz Wealth Advisory Group LLC lifted its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Get Rating) by 44.2% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for City Holding Co. Decreases Stock Position in Amgen Inc. (NASDAQ:AMGN)

City Holding Co. Decreases Stock Position in Amgen Inc. (NASDAQ:AMGN)

City Holding Co. cut its stake in Amgen Inc. (NASDAQ:AMGN – Get Rating) by 11.8% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 13,083... More of this article »
Image for Kowal Investment Group LLC Has $229,000 Stock Position in Target Co. (NYSE:TGT)

Kowal Investment Group LLC Has $229,000 Stock Position in Target Co. (NYSE:TGT)

Kowal Investment Group LLC lifted its stake in shares of Target Co. (NYSE:TGT – Get Rating) by 15.2% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,079 shares... More of this article »
Image for Kowal Investment Group LLC Buys Shares of 559 Lockheed Martin Co. (NYSE:LMT)

Kowal Investment Group LLC Buys Shares of 559 Lockheed Martin Co. (NYSE:LMT)

Kowal Investment Group LLC purchased a new position in shares of Lockheed Martin Co. (NYSE:LMT – Get Rating) 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 Kowal Investment Group LLC Takes Position in General Dynamics Co. (NYSE:GD)

Kowal Investment Group LLC Takes Position in General Dynamics Co. (NYSE:GD)

Kowal Investment Group LLC bought a new position in General Dynamics Co. (NYSE:GD – Get Rating) during the first quarter, according to its most recent disclosure with the SEC. The firm bought 944 shares of the aerospace company’s... More of this article »
Image for 2,538 Shares in CVS Health Co. (NYSE:CVS) Purchased by Kowal Investment Group LLC

2,538 Shares in CVS Health Co. (NYSE:CVS) Purchased by Kowal Investment Group LLC

Kowal Investment Group LLC purchased a new stake in CVS Health Co. (NYSE:CVS – Get Rating) in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 2,538... More of this article »
Image for Wealthcare Advisory Partners LLC Has $25.02 Million Stake in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)

Wealthcare Advisory Partners LLC Has $25.02 Million Stake in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)

Wealthcare Advisory Partners LLC increased its position in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Get Rating) by 99.4% during the first quarter, according to the company in its most recent disclosure... More of this article »
Image for Steph & Co. Has $112,000 Position in NextEra Energy, Inc. (NYSE:NEE)

Steph & Co. Has $112,000 Position in NextEra Energy, Inc. (NYSE:NEE)

Steph & Co. trimmed its position in NextEra Energy, Inc. (NYSE:NEE – Get Rating) by 37.6% during the first quarter, Holdings Channel reports. The firm owned 1,328 shares of the utilities provider’s stock after selling... More of this article »
Image for G&S Capital LLC Buys Shares of 8,562 Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)

G&S Capital LLC Buys Shares of 8,562 Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)

G&S Capital LLC acquired a new position in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Get Rating) during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for G&S Capital LLC Grows Stake in Honeywell International Inc. (NASDAQ:HON)

G&S Capital LLC Grows Stake in Honeywell International Inc. (NASDAQ:HON)

G&S Capital LLC raised its stake in Honeywell International Inc. (NASDAQ:HON – Get Rating) by 0.8% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Yarger Wealth Strategies LLC Buys 514 Shares of Abbott Laboratories (NYSE:ABT)

Yarger Wealth Strategies LLC Buys 514 Shares of Abbott Laboratories (NYSE:ABT)

Yarger Wealth Strategies LLC grew its stake in Abbott Laboratories (NYSE:ABT – Get Rating) by 26.2% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for CRA Financial Services LLC Lowers Position in ConocoPhillips (NYSE:COP)

CRA Financial Services LLC Lowers Position in ConocoPhillips (NYSE:COP)

CRA Financial Services LLC cut its position in ConocoPhillips (NYSE:COP – Get Rating) by 10.3% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 4,215 shares of... More of this article »
Image for CRA Financial Services LLC Boosts Holdings in BlackRock, Inc. (NYSE:BLK)

CRA Financial Services LLC Boosts Holdings in BlackRock, Inc. (NYSE:BLK)

CRA Financial Services LLC grew its position in shares of BlackRock, Inc. (NYSE:BLK – Get Rating) by 11.1% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Image for iShares S&P 400 MidCap ETF (NYSEARCA:IJH) Shares Sold by Pennsylvania Capital Management Inc. ADV

iShares S&P 400 MidCap ETF (NYSEARCA:IJH) Shares Sold by Pennsylvania Capital Management Inc. ADV

Pennsylvania Capital Management Inc. ADV decreased its stake in iShares S&P 400 MidCap ETF (NYSEARCA:IJH – Get Rating) by 0.6% in the 1st quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Paradiem LLC Cuts Stake in Caterpillar Inc. (NYSE:CAT)

Paradiem LLC Cuts Stake in Caterpillar Inc. (NYSE:CAT)

Paradiem LLC decreased its holdings in Caterpillar Inc. (NYSE:CAT – Get Rating) by 0.3% in the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 22,440 shares of the industrial... More of this article »
Image for Ritholtz Wealth Management Has $1.18 Million Holdings in The Boeing Company (NYSE:BA)

Ritholtz Wealth Management Has $1.18 Million Holdings in The Boeing Company (NYSE:BA)

Ritholtz Wealth Management increased its holdings in shares of The Boeing Company (NYSE:BA – Get Rating) by 15.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Image for Thomasville National Bank Decreases Stock Holdings in General Mills, Inc. (NYSE:GIS)

Thomasville National Bank Decreases Stock Holdings in General Mills, Inc. (NYSE:GIS)

Thomasville National Bank trimmed its holdings in shares of General Mills, Inc. (NYSE:GIS – Get Rating) by 4.0% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Kowal Investment Group LLC Raises Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Kowal Investment Group LLC Raises Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Kowal Investment Group LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 74.7% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Kowal Investment Group LLC Buys 525 Shares of Philip Morris International Inc. (NYSE:PM)

Kowal Investment Group LLC Buys 525 Shares of Philip Morris International Inc. (NYSE:PM)

Kowal Investment Group LLC grew its holdings in Philip Morris International Inc. (NYSE:PM – Get Rating) by 5.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Image for 728 Shares in Invesco QQQ Trust (NASDAQ:QQQ) Acquired by Elwood & Goetz Wealth Advisory Group LLC

728 Shares in Invesco QQQ Trust (NASDAQ:QQQ) Acquired by Elwood & Goetz Wealth Advisory Group LLC

Elwood & Goetz Wealth Advisory Group LLC bought a new position in shares of Invesco QQQ Trust (NASDAQ:QQQ – Get Rating) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Fulcrum Equity Management Sells 9,974 Shares of Invesco QQQ Trust (NASDAQ:QQQ)

Fulcrum Equity Management Sells 9,974 Shares of Invesco QQQ Trust (NASDAQ:QQQ)

Fulcrum Equity Management lessened its holdings in Invesco QQQ Trust (NASDAQ:QQQ – Get Rating) by 89.2% during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned... More of this article »
Image for WealthCare Investment Partners LLC Buys 1,945 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)

WealthCare Investment Partners LLC Buys 1,945 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)

WealthCare Investment Partners LLC grew its holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Get Rating) by 104.5% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for The Southern Company (NYSE:SO) Shares Acquired by City Holding Co.

The Southern Company (NYSE:SO) Shares Acquired by City Holding Co.

City Holding Co. increased its stake in The Southern Company (NYSE:SO – Get Rating) by 1.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 53,179... More of this article »
Image for Columbia Trust Co 01012016 Purchases 319 Shares of Adobe Inc. (NASDAQ:ADBE)

Columbia Trust Co 01012016 Purchases 319 Shares of Adobe Inc. (NASDAQ:ADBE)

Columbia Trust Co 01012016 lifted its stake in shares of Adobe Inc. (NASDAQ:ADBE – Get Rating) by 14.2% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Columbia Trust Co 01012016 Sells 171 Shares of Meta Platforms, Inc. (NASDAQ:META)

Columbia Trust Co 01012016 Sells 171 Shares of Meta Platforms, Inc. (NASDAQ:META)

Columbia Trust Co 01012016 reduced its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Get Rating) by 4.1% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for Baker Boyer National Bank Takes Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Baker Boyer National Bank Takes Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Baker Boyer National Bank acquired a new stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Get Rating) during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Columbia Trust Co 01012016 Buys 5,572 Shares of iShares National Muni Bond ETF (NYSEARCA:MUB)

Columbia Trust Co 01012016 Buys 5,572 Shares of iShares National Muni Bond ETF (NYSEARCA:MUB)

Columbia Trust Co 01012016 raised its stake in iShares National Muni Bond ETF (NYSEARCA:MUB – Get Rating) by 27.0% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Atticus Wealth Management LLC Has $2.76 Million Stock Position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Atticus Wealth Management LLC Has $2.76 Million Stock Position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Atticus Wealth Management LLC boosted its holdings in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Get Rating) by 2.6% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Amgen Inc. (NASDAQ:AMGN) Shares Sold by Peoples Financial Services CORP.

Amgen Inc. (NASDAQ:AMGN) Shares Sold by Peoples Financial Services CORP.

Peoples Financial Services CORP. cut its stake in Amgen Inc. (NASDAQ:AMGN – Get Rating) by 6.2% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 3,789... More of this article »
Image for CRA Financial Services LLC Buys 590 Shares of iShares Core MSCI EAFE ETF (BATS:IEFA)

CRA Financial Services LLC Buys 590 Shares of iShares Core MSCI EAFE ETF (BATS:IEFA)

CRA Financial Services LLC lifted its holdings in iShares Core MSCI EAFE ETF (BATS:IEFA – Get Rating) by 4.4% during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Peoples Financial Services CORP. Buys 1,955 Shares of Vanguard Real Estate ETF (NYSEARCA:VNQ)

Peoples Financial Services CORP. Buys 1,955 Shares of Vanguard Real Estate ETF (NYSEARCA:VNQ)

Peoples Financial Services CORP. raised its stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Get Rating) by 17.4% in the 1st quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Image for Target Co. (NYSE:TGT) Shares Purchased by Peoples Financial Services CORP.

Target Co. (NYSE:TGT) Shares Purchased by Peoples Financial Services CORP.

Peoples Financial Services CORP. boosted its position in Target Co. (NYSE:TGT – Get Rating) by 118.8% in the 1st quarter, Holdings Channel reports. The firm owned 3,545 shares of the retailer’s stock after acquiring an... More of this article »
Image for Yarger Wealth Strategies LLC Purchases 10,268 Shares of Vanguard Value ETF (NYSEARCA:VTV)

Yarger Wealth Strategies LLC Purchases 10,268 Shares of Vanguard Value ETF (NYSEARCA:VTV)

Yarger Wealth Strategies LLC lifted its stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Get Rating) by 21.7% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for YHB Investment Advisors Inc. Acquires Shares of 541 Lockheed Martin Co. (NYSE:LMT)

YHB Investment Advisors Inc. Acquires Shares of 541 Lockheed Martin Co. (NYSE:LMT)

YHB Investment Advisors Inc. acquired a new stake in Lockheed Martin Co. (NYSE:LMT – Get Rating) in the 1st quarter, according to the company in its most recent filing with the SEC. The firm acquired 541 shares of the aerospace... More of this article »
Image for Steph & Co. Has $31,000 Holdings in Danaher Co. (NYSE:DHR)

Steph & Co. Has $31,000 Holdings in Danaher Co. (NYSE:DHR)

Steph & Co. decreased its holdings in shares of Danaher Co. (NYSE:DHR – Get Rating) by 69.4% in the 1st quarter, Holdings Channel reports. The institutional investor owned 105 shares of the conglomerate’s stock after... More of this article »
Image for TKG Advisors LLC Has $1.52 Million Position in Bank of America Co. (NYSE:BAC)

TKG Advisors LLC Has $1.52 Million Position in Bank of America Co. (NYSE:BAC)

TKG Advisors LLC reduced its position in shares of Bank of America Co. (NYSE:BAC) by 32.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 36,844 shares... More of this article »
Image for Pennsylvania Capital Management Inc. ADV Sells 1,185 Shares of Vanguard Growth ETF (NYSEARCA:VUG)

Pennsylvania Capital Management Inc. ADV Sells 1,185 Shares of Vanguard Growth ETF (NYSEARCA:VUG)

Pennsylvania Capital Management Inc. ADV decreased its stake in Vanguard Growth ETF (NYSEARCA:VUG – Get Rating) by 4.4% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Pennsylvania Capital Management Inc. ADV Increases Position in JPMorgan Ultra-Short Income ETF (BATS:JPST)

Pennsylvania Capital Management Inc. ADV Increases Position in JPMorgan Ultra-Short Income ETF (BATS:JPST)

Pennsylvania Capital Management Inc. ADV lifted its holdings in shares of JPMorgan Ultra-Short Income ETF (BATS:JPST – Get Rating) by 113.2% during the first quarter, according to the company in its most recent Form 13F filing... More of this article »
Image for Vanguard Total Stock Market ETF (NYSEARCA:VTI) is Wealthcare Advisory Partners LLC’s 4th Largest Position

Vanguard Total Stock Market ETF (NYSEARCA:VTI) is Wealthcare Advisory Partners LLC’s 4th Largest Position

Wealthcare Advisory Partners LLC grew its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Get Rating) by 18.6% in the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) Shares Bought by Wealthcare Advisory Partners LLC

Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) Shares Bought by Wealthcare Advisory Partners LLC

Wealthcare Advisory Partners LLC grew its stake in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Get Rating) by 2.4% in the first quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Colonial River Wealth Management LLC Has $1.02 Million Stake in SPDR S&P Dividend ETF (NYSEARCA:SDY)

Colonial River Wealth Management LLC Has $1.02 Million Stake in SPDR S&P Dividend ETF (NYSEARCA:SDY)

Colonial River Wealth Management LLC trimmed its holdings in SPDR S&P Dividend ETF (NYSEARCA:SDY – Get Rating) by 48.8% in the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for iShares S&P SmallCap 600 ETF (NYSEARCA:IJR) Shares Purchased by Kowal Investment Group LLC

iShares S&P SmallCap 600 ETF (NYSEARCA:IJR) Shares Purchased by Kowal Investment Group LLC

Kowal Investment Group LLC boosted its holdings in shares of iShares S&P SmallCap 600 ETF (NYSEARCA:IJR – Get Rating) by 3.4% in the first quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Valtinson Bruner Financial Planning LLC Acquires 1,278 Shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Valtinson Bruner Financial Planning LLC Acquires 1,278 Shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Valtinson Bruner Financial Planning LLC increased its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Get Rating) by 31.6% during the first quarter, according to the company in its most recent 13F filing with the... More of this article »
Image for Colonial River Wealth Management LLC Has $1.02 Million Stock Holdings in SPDR S&P Dividend ETF (NYSEARCA:SDY)

Colonial River Wealth Management LLC Has $1.02 Million Stock Holdings in SPDR S&P Dividend ETF (NYSEARCA:SDY)

Colonial River Wealth Management LLC trimmed its holdings in SPDR S&P Dividend ETF (NYSEARCA:SDY – Get Rating) by 48.8% in the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Yarger Wealth Strategies LLC Has $3.03 Million Holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO)

Yarger Wealth Strategies LLC Has $3.03 Million Holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO)

Yarger Wealth Strategies LLC trimmed its holdings in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Get Rating) by 5.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Image for McDonald’s Co. (NYSE:MCD) Position Cut by Peoples Financial Services CORP.

McDonald’s Co. (NYSE:MCD) Position Cut by Peoples Financial Services CORP.

Peoples Financial Services CORP. decreased its holdings in shares of McDonald’s Co. (NYSE:MCD – Get Rating) by 0.5% during the first quarter, according to the company in its most recent disclosure with the SEC. The fund... More of this article »
Image for Peoples Financial Services CORP. Lowers Stake in American Express (NYSE:AXP)

Peoples Financial Services CORP. Lowers Stake in American Express (NYSE:AXP)

Peoples Financial Services CORP. lowered its position in shares of American Express (NYSE:AXP) by 4.4% during the 1st quarter, Holdings Channel.com reports. The firm owned 15,553 shares of the payment services company’s stock... More of this article »