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Image for Inscription Capital LLC Invests $232,000 in iShares MSCI USA Momentum Factor ETF (BATS:MTUM)

Inscription Capital LLC Invests $232,000 in iShares MSCI USA Momentum Factor ETF (BATS:MTUM)

Inscription Capital LLC bought a new position in iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for KMG Fiduciary Partners LLC Has $553,000 Position in Bank of America Co. (NYSE:BAC)

KMG Fiduciary Partners LLC Has $553,000 Position in Bank of America Co. (NYSE:BAC)

KMG Fiduciary Partners LLC cut its position in Bank of America Co. (NYSE:BAC) by 21.9% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 14,588 shares of the financial services provider’s stock... More of this article »
Image for Walmart Inc. (NYSE:WMT) Shares Bought by Compass Financial Group INC SD

Walmart Inc. (NYSE:WMT) Shares Bought by Compass Financial Group INC SD

Compass Financial Group INC SD raised its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 194.8% during the first quarter, HoldingsChannel.com reports. The firm owned 15,290 shares of the retailer’s stock after buying... More of this article »
Image for Walmart Inc. (NYSE:WMT) Shares Acquired by Greenfield Savings Bank

Walmart Inc. (NYSE:WMT) Shares Acquired by Greenfield Savings Bank

Greenfield Savings Bank boosted its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 207.1% during the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 14,183 shares of the retailer’s... More of this article »
Image for Aprio Wealth Management LLC Acquires 6,865 Shares of Walmart Inc. (NYSE:WMT)

Aprio Wealth Management LLC Acquires 6,865 Shares of Walmart Inc. (NYSE:WMT)

Aprio Wealth Management LLC raised its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 320.9% 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 Aprio Wealth Management LLC Buys New Stake in Danaher Co. (NYSE:DHR)

Aprio Wealth Management LLC Buys New Stake in Danaher Co. (NYSE:DHR)

Aprio Wealth Management LLC purchased a new position in shares of Danaher Co. (NYSE:DHR – Free Report) in the 1st quarter, Holdings Channel reports. The firm purchased 1,302 shares of the conglomerate’s stock, valued at... More of this article »
Image for Marcum Wealth LLC Sells 104 Shares of BlackRock, Inc. (NYSE:BLK)

Marcum Wealth LLC Sells 104 Shares of BlackRock, Inc. (NYSE:BLK)

Marcum Wealth LLC lessened its stake in BlackRock, Inc. (NYSE:BLK – Free Report) by 9.9% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 951 shares of... More of this article »
Image for Ford Motor (NYSE:F) Shares Purchased by Inscription Capital LLC

Ford Motor (NYSE:F) Shares Purchased by Inscription Capital LLC

Inscription Capital LLC raised its position in Ford Motor (NYSE:F – Free Report) by 20.5% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned... More of this article »
Image for Fragasso Group Inc. Has $658,000 Stock Position in Abbott Laboratories (NYSE:ABT)

Fragasso Group Inc. Has $658,000 Stock Position in Abbott Laboratories (NYSE:ABT)

Fragasso Group Inc. grew its holdings in Abbott Laboratories (NYSE:ABT – Free Report) by 2.9% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Park Avenue Securities LLC Increases Stock Holdings in Comcast Co. (NASDAQ:CMCSA)

Park Avenue Securities LLC Increases Stock Holdings in Comcast Co. (NASDAQ:CMCSA)

Park Avenue Securities LLC lifted its stake in Comcast Co. (NASDAQ:CMCSA – Free Report) by 11.6% in the first quarter, Holdings Channel.com reports. The firm owned 162,791 shares of the cable giant’s stock after buying... More of this article »
Image for Thermo Fisher Scientific Inc. (NYSE:TMO) Shares Acquired by Lantz Financial LLC

Thermo Fisher Scientific Inc. (NYSE:TMO) Shares Acquired by Lantz Financial LLC

Lantz Financial LLC raised its stake in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 18.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for The Procter & Gamble Company (NYSE:PG) Holdings Reduced by Sunflower Bank N.A.

The Procter & Gamble Company (NYSE:PG) Holdings Reduced by Sunflower Bank N.A.

Sunflower Bank N.A. trimmed its position in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 2.2% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Vanguard Growth ETF (NYSEARCA:VUG) Shares Sold by Apella Capital LLC

Vanguard Growth ETF (NYSEARCA:VUG) Shares Sold by Apella Capital LLC

Apella Capital LLC decreased its holdings in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 3.7% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,146 shares... More of this article »
Image for Park Avenue Securities LLC Grows Stake in Intuit Inc. (NASDAQ:INTU)

Park Avenue Securities LLC Grows Stake in Intuit Inc. (NASDAQ:INTU)

Park Avenue Securities LLC boosted its position in Intuit Inc. (NASDAQ:INTU – Free Report) by 43.6% in the 1st quarter, HoldingsChannel.com reports. The firm owned 9,929 shares of the software maker’s stock after buying... More of this article »
Image for Fragasso Group Inc. Acquires 613 Shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Fragasso Group Inc. Acquires 613 Shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Fragasso Group Inc. boosted its holdings in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 19.8% in the first quarter, Holdings Channel reports. The firm owned 3,714 shares of the company’s stock... More of this article »
Image for Park Avenue Securities LLC Raises Position in Marsh & McLennan Companies, Inc. (NYSE:MMC)

Park Avenue Securities LLC Raises Position in Marsh & McLennan Companies, Inc. (NYSE:MMC)

Park Avenue Securities LLC increased its position in shares of Marsh & McLennan Companies, Inc. (NYSE:MMC – Free Report) by 2.5% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Image for Apella Capital LLC Has $431,000 Stock Position in Intel Co. (NASDAQ:INTC)

Apella Capital LLC Has $431,000 Stock Position in Intel Co. (NASDAQ:INTC)

Apella Capital LLC lowered its position in shares of Intel Co. (NASDAQ:INTC – Free Report) by 24.6% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for International Business Machines Co. (NYSE:IBM) Stock Position Reduced by Apella Capital LLC

International Business Machines Co. (NYSE:IBM) Stock Position Reduced by Apella Capital LLC

Apella Capital LLC trimmed its position in International Business Machines Co. (NYSE:IBM – Free Report) by 19.3% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for McLean Asset Management Corp Purchases 77 Shares of Alphabet Inc. (NASDAQ:GOOG)

McLean Asset Management Corp Purchases 77 Shares of Alphabet Inc. (NASDAQ:GOOG)

McLean Asset Management Corp boosted its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 1.4% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 5,500 shares of the information... More of this article »
Image for Fragasso Group Inc. Trims Holdings in Visa Inc. (NYSE:V)

Fragasso Group Inc. Trims Holdings in Visa Inc. (NYSE:V)

Fragasso Group Inc. reduced its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 1.5% during the 1st quarter, HoldingsChannel reports. The firm owned 34,382 shares of the credit-card processor’s stock after selling... More of this article »
Image for Aprio Wealth Management LLC Acquires Shares of 6,403 Altria Group, Inc. (NYSE:MO)

Aprio Wealth Management LLC Acquires Shares of 6,403 Altria Group, Inc. (NYSE:MO)

Aprio Wealth Management LLC bought a new stake in Altria Group, Inc. (NYSE:MO – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund... More of this article »
Image for Threadgill Financial LLC Makes New $442,000 Investment in PepsiCo, Inc. (NASDAQ:PEP)

Threadgill Financial LLC Makes New $442,000 Investment in PepsiCo, Inc. (NASDAQ:PEP)

Threadgill Financial LLC bought a new position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP) Shares Sold by Aprio Wealth Management LLC

iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP) Shares Sold by Aprio Wealth Management LLC

Aprio Wealth Management LLC cut its holdings in shares of iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP – Free Report) by 77.4% during the first quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Park Avenue Securities LLC Has $8.43 Million Stock Holdings in Invesco QQQ (NASDAQ:QQQ)

Park Avenue Securities LLC Has $8.43 Million Stock Holdings in Invesco QQQ (NASDAQ:QQQ)

Park Avenue Securities LLC increased its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 20.7% 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 Itaú Unibanco Holding S.A. (NYSE:ITUB) Announces Variable Dividend of $0.05

Itaú Unibanco Holding S.A. (NYSE:ITUB) Announces Variable Dividend of $0.05

Itaú Unibanco Holding S.A. (NYSE:ITUB – Get Free Report) declared a Variable dividend on Friday, June 7th, NASDAQ reports. Investors of record on Monday, June 24th will be paid a dividend of 0.0478 per share by the bank on Monday,... More of this article »
Image for Marcum Wealth LLC Sells 87 Shares of Adobe Inc. (NASDAQ:ADBE)

Marcum Wealth LLC Sells 87 Shares of Adobe Inc. (NASDAQ:ADBE)

Marcum Wealth LLC lessened its stake in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 6.1% in the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 1,347 shares of the software company’s... More of this article »
Image for Marcum Wealth LLC Reduces Position in Medtronic plc (NYSE:MDT)

Marcum Wealth LLC Reduces Position in Medtronic plc (NYSE:MDT)

Marcum Wealth LLC decreased its holdings in shares of Medtronic plc (NYSE:MDT – Free Report) by 14.5% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned... More of this article »
Image for Marcum Wealth LLC Raises Stock Holdings in AstraZeneca PLC (NASDAQ:AZN)

Marcum Wealth LLC Raises Stock Holdings in AstraZeneca PLC (NASDAQ:AZN)

Marcum Wealth LLC increased its stake in shares of AstraZeneca PLC (NASDAQ:AZN – Free Report) by 13.3% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for Marcum Wealth LLC Grows Stock Holdings in American Express (NYSE:AXP)

Marcum Wealth LLC Grows Stock Holdings in American Express (NYSE:AXP)

Marcum Wealth LLC raised its holdings in American Express (NYSE:AXP – Free Report) by 6.8% 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 Marcum Wealth LLC Purchases 3,205 Shares of Huntington Bancshares Incorporated (NASDAQ:HBAN)

Marcum Wealth LLC Purchases 3,205 Shares of Huntington Bancshares Incorporated (NASDAQ:HBAN)

Marcum Wealth LLC boosted its position in shares of Huntington Bancshares Incorporated (NASDAQ:HBAN – Free Report) by 6.6% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Dent Tops 24-Hour Trading Volume of $1.63 Million (DENT)

Dent Tops 24-Hour Trading Volume of $1.63 Million (DENT)

Dent (DENT) traded 0.7% lower against the dollar during the 24 hour period ending at 8:00 AM E.T. on June 22nd. During the last seven days, Dent has traded down 11.2% against the dollar. Dent has a market capitalization of $97.43... More of this article »
Image for McLean Asset Management Corp Increases Holdings in Walmart Inc. (NYSE:WMT)

McLean Asset Management Corp Increases Holdings in Walmart Inc. (NYSE:WMT)

McLean Asset Management Corp lifted its position in Walmart Inc. (NYSE:WMT – Free Report) by 201.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Image for Arch Capital Group Ltd. (NASDAQ:ACGL) Stake Increased by Park Avenue Securities LLC

Arch Capital Group Ltd. (NASDAQ:ACGL) Stake Increased by Park Avenue Securities LLC

Park Avenue Securities LLC grew its holdings in Arch Capital Group Ltd. (NASDAQ:ACGL – Free Report) by 5.5% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Park Avenue Securities LLC Has $9.38 Million Stock Holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD)

Park Avenue Securities LLC Has $9.38 Million Stock Holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD)

Park Avenue Securities LLC raised its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 12.0% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Becton, Dickinson and Company (NYSE:BDX) Shares Bought by Inscription Capital LLC

Becton, Dickinson and Company (NYSE:BDX) Shares Bought by Inscription Capital LLC

Inscription Capital LLC grew its stake in shares of Becton, Dickinson and Company (NYSE:BDX – Free Report) by 67.2% during the first quarter, Holdings Channel reports. The firm owned 1,455 shares of the medical instruments supplier’s... More of this article »
Image for Park Avenue Securities LLC Buys 1,342 Shares of Marvell Technology, Inc. (NASDAQ:MRVL)

Park Avenue Securities LLC Buys 1,342 Shares of Marvell Technology, Inc. (NASDAQ:MRVL)

Park Avenue Securities LLC lifted its stake in Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) by 4.2% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Inscription Capital LLC Has $466,000 Stock Holdings in CME Group Inc. (NASDAQ:CME)

Inscription Capital LLC Has $466,000 Stock Holdings in CME Group Inc. (NASDAQ:CME)

Inscription Capital LLC lifted its holdings in CME Group Inc. (NASDAQ:CME – Free Report) by 20.6% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Image for Fragasso Group Inc. Increases Stock Holdings in First Trust Managed Municipal ETF (NASDAQ:FMB)

Fragasso Group Inc. Increases Stock Holdings in First Trust Managed Municipal ETF (NASDAQ:FMB)

Fragasso Group Inc. grew its stake in shares of First Trust Managed Municipal ETF (NASDAQ:FMB – Free Report) by 48.3% during the first quarter, Holdings Channel reports. The firm owned 8,900 shares of the company’s stock... More of this article »
Image for M. Kraus & Co Grows Stake in Walmart Inc. (NYSE:WMT)

M. Kraus & Co Grows Stake in Walmart Inc. (NYSE:WMT)

M. Kraus & Co increased its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 201.5% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Fragasso Group Inc. Sells 1,321 Shares of Pfizer Inc. (NYSE:PFE)

Fragasso Group Inc. Sells 1,321 Shares of Pfizer Inc. (NYSE:PFE)

Fragasso Group Inc. lowered its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 3.5% during the 1st quarter, Holdings Channel.com reports. The fund owned 36,161 shares of the biopharmaceutical company’s stock... More of this article »
Image for Park Avenue Securities LLC Has $2.67 Million Stock Holdings in Novartis AG (NYSE:NVS)

Park Avenue Securities LLC Has $2.67 Million Stock Holdings in Novartis AG (NYSE:NVS)

Park Avenue Securities LLC reduced its position in Novartis AG (NYSE:NVS – Free Report) by 14.0% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 27,620 shares of the company’s stock... More of this article »
Image for St. Louis Financial Planners Asset Management LLC Purchases 1,493 Shares of Chevron Co. (NYSE:CVX)

St. Louis Financial Planners Asset Management LLC Purchases 1,493 Shares of Chevron Co. (NYSE:CVX)

St. Louis Financial Planners Asset Management LLC lifted its position in shares of Chevron Co. (NYSE:CVX – Free Report) by 13.2% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 12,784... More of this article »
Image for Wedmont Private Capital Purchases 2,678 Shares of Chevron Co. (NYSE:CVX)

Wedmont Private Capital Purchases 2,678 Shares of Chevron Co. (NYSE:CVX)

Wedmont Private Capital raised its position in Chevron Co. (NYSE:CVX – Free Report) by 26.0% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Chevron Co. (NYSE:CVX) Shares Sold by Walker Asset Management LLC

Chevron Co. (NYSE:CVX) Shares Sold by Walker Asset Management LLC

Walker Asset Management LLC lessened its stake in shares of Chevron Co. (NYSE:CVX – Free Report) by 0.9% during the first quarter, HoldingsChannel reports. The firm owned 11,351 shares of the oil and gas company’s stock... More of this article »
Image for Wedmont Private Capital Raises Stock Holdings in The Procter & Gamble Company (NYSE:PG)

Wedmont Private Capital Raises Stock Holdings in The Procter & Gamble Company (NYSE:PG)

Wedmont Private Capital boosted its position in The Procter & Gamble Company (NYSE:PG – Free Report) by 15.6% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor ... More of this article »
Image for iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Stock Position Decreased by Park Avenue Securities LLC

iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Stock Position Decreased by Park Avenue Securities LLC

Park Avenue Securities LLC cut its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 6.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Image for Aprio Wealth Management LLC Has $227,000 Stock Position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Aprio Wealth Management LLC Has $227,000 Stock Position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Aprio Wealth Management LLC lessened its holdings in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 55.8% during the first quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Image for Fragasso Group Inc. Sells 1,628 Shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

Fragasso Group Inc. Sells 1,628 Shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

Fragasso Group Inc. trimmed its holdings in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 17.0% during the first quarter, Holdings Channel.com reports. The institutional investor owned 7,957 shares... More of this article »
Image for Lantz Financial LLC Has $722,000 Stock Holdings in The Procter & Gamble Company (NYSE:PG)

Lantz Financial LLC Has $722,000 Stock Holdings in The Procter & Gamble Company (NYSE:PG)

Lantz Financial LLC grew its position in The Procter & Gamble Company (NYSE:PG – Free Report) by 1.9% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 4,452 shares of the company’s... More of this article »
Image for SOA Wealth Advisors LLC. Buys Shares of 150 American Tower Co. (NYSE:AMT)

SOA Wealth Advisors LLC. Buys Shares of 150 American Tower Co. (NYSE:AMT)

SOA Wealth Advisors LLC. purchased a new stake in American Tower Co. (NYSE:AMT – Free Report) during the first quarter, according to its most recent 13F filing with the SEC. The firm purchased 150 shares of the real estate investment... More of this article »