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Image for Atria Wealth Solutions Inc. Decreases Position in Thermo Fisher Scientific Inc. $TMO

Atria Wealth Solutions Inc. Decreases Position in Thermo Fisher Scientific Inc. $TMO

Atria Wealth Solutions Inc. trimmed its position in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 50.6% during the second quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Image for Verizon Communications Inc. $VZ Shares Sold by TD Asset Management Inc

Verizon Communications Inc. $VZ Shares Sold by TD Asset Management Inc

TD Asset Management Inc trimmed its holdings in Verizon Communications Inc. (NYSE:VZ – Free Report) by 7.3% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Wilmington Savings Fund Society FSB Lowers Holdings in AT&T Inc. $T

Wilmington Savings Fund Society FSB Lowers Holdings in AT&T Inc. $T

Wilmington Savings Fund Society FSB trimmed its position in AT&T Inc. (NYSE:T – Free Report) by 0.4% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Image for Boston Trust Walden Corp Acquires 8,744 Shares of BlackRock $BLK

Boston Trust Walden Corp Acquires 8,744 Shares of BlackRock $BLK

Boston Trust Walden Corp increased its holdings in shares of BlackRock (NYSE:BLK – Free Report) by 29.3% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Axxcess Wealth Management LLC Increases Stock Position in Mondelez International, Inc. $MDLZ

Axxcess Wealth Management LLC Increases Stock Position in Mondelez International, Inc. $MDLZ

Axxcess Wealth Management LLC boosted its position in shares of Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 2.4% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Copia Wealth Management Has $419,000 Position in iShares Core MSCI EAFE ETF $IEFA

Copia Wealth Management Has $419,000 Position in iShares Core MSCI EAFE ETF $IEFA

Copia Wealth Management raised its position in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 6.6% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Copia Wealth Management Buys 499 Shares of iShares U.S. Insurance ETF $IAK

Copia Wealth Management Buys 499 Shares of iShares U.S. Insurance ETF $IAK

Copia Wealth Management grew its stake in shares of iShares U.S. Insurance ETF (NYSEARCA:IAK – Free Report) by 55.2% during the second quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Fairman Group LLC Reduces Holdings in Eaton Vance Enhanced Equity Income Fund II $EOS

Fairman Group LLC Reduces Holdings in Eaton Vance Enhanced Equity Income Fund II $EOS

Fairman Group LLC decreased its holdings in Eaton Vance Enhanced Equity Income Fund II (NYSEARCA:EOS – Free Report) by 20.8% during the second quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Davidson Trust Co. Sells 108 Shares of State Street Corporation $STT

Davidson Trust Co. Sells 108 Shares of State Street Corporation $STT

Davidson Trust Co. reduced its position in State Street Corporation (NYSE:STT – Free Report) by 4.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Keeler & Nadler Financial Planning & Wealth Management Raises Stock Position in Vanguard International Dividend Appreciation ETF $VIGI

Keeler & Nadler Financial Planning & Wealth Management Raises Stock Position in Vanguard International Dividend Appreciation ETF $VIGI

Keeler & Nadler Financial Planning & Wealth Management raised its holdings in Vanguard International Dividend Appreciation ETF (NASDAQ:VIGI – Free Report) by 2.0% in the second quarter, according to its most recent... More of this article »
Image for Essex LLC Sells 1,398 Shares of Global X MLP & Energy Infrastructure ETF $MLPX

Essex LLC Sells 1,398 Shares of Global X MLP & Energy Infrastructure ETF $MLPX

Essex LLC decreased its stake in shares of Global X MLP & Energy Infrastructure ETF (NYSEARCA:MLPX – Free Report) by 2.4% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 56,680 shares... More of this article »
Image for The Goldman Sachs Group, Inc. $GS Shares Sold by RMR Capital Management LLC

The Goldman Sachs Group, Inc. $GS Shares Sold by RMR Capital Management LLC

RMR Capital Management LLC lowered its holdings in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 11.3% in the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Image for Ritholtz Wealth Management Grows Stock Holdings in Banco Bilbao Viscaya Argentaria S.A. $BBVA

Ritholtz Wealth Management Grows Stock Holdings in Banco Bilbao Viscaya Argentaria S.A. $BBVA

Ritholtz Wealth Management lifted its position in Banco Bilbao Viscaya Argentaria S.A. (NYSE:BBVA – Free Report) by 5.3% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for J.Safra Asset Management Corp Cuts Position in Procter & Gamble Company (The) $PG

J.Safra Asset Management Corp Cuts Position in Procter & Gamble Company (The) $PG

J.Safra Asset Management Corp lessened its position in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) by 7.1% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Yousif Capital Management LLC Increases Holdings in Flex Ltd. $FLEX

Yousif Capital Management LLC Increases Holdings in Flex Ltd. $FLEX

Yousif Capital Management LLC raised its stake in shares of Flex Ltd. (NASDAQ:FLEX – Free Report) by 1.5% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Head-To-Head Comparison: Ability (OTCMKTS:ABILF) versus Taboola.com (NASDAQ:TBLA)

Head-To-Head Comparison: Ability (OTCMKTS:ABILF) versus Taboola.com (NASDAQ:TBLA)

Ability (OTCMKTS:ABILF – Get Free Report) and Taboola.com (NASDAQ:TBLA – Get Free Report) are both computer and technology companies, but which is the superior business? We will contrast the two businesses based on the... More of this article »
Image for Analyzing StoneX Group (NASDAQ:SNEX) and Euronet Worldwide (NASDAQ:EEFT)

Analyzing StoneX Group (NASDAQ:SNEX) and Euronet Worldwide (NASDAQ:EEFT)

StoneX Group (NASDAQ:SNEX – Get Free Report) and Euronet Worldwide (NASDAQ:EEFT – Get Free Report) are both mid-cap finance companies, but which is the superior stock? We will compare the two companies based on the strength... More of this article »
Image for TD Asset Management Inc Sells 81,559 Shares of Rollins, Inc. $ROL

TD Asset Management Inc Sells 81,559 Shares of Rollins, Inc. $ROL

TD Asset Management Inc decreased its position in Rollins, Inc. (NYSE:ROL – Free Report) by 5.1% during the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 1,507,583 shares of the business services... More of this article »
Image for Rosenberg Matthew Hamilton Increases Position in Valero Energy Corporation $VLO

Rosenberg Matthew Hamilton Increases Position in Valero Energy Corporation $VLO

Rosenberg Matthew Hamilton increased its stake in shares of Valero Energy Corporation (NYSE:VLO – Free Report) by 3.1% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for EQ Wealth Advisors LLC Invests $66,000 in Capital Group Municipal High-Income ETF $CGHM

EQ Wealth Advisors LLC Invests $66,000 in Capital Group Municipal High-Income ETF $CGHM

EQ Wealth Advisors LLC bought a new position in Capital Group Municipal High-Income ETF (NYSEARCA:CGHM – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Deroy & Devereaux Private Investment Counsel Inc. Reduces Stock Holdings in OUTFRONT Media Inc. $OUT

Deroy & Devereaux Private Investment Counsel Inc. Reduces Stock Holdings in OUTFRONT Media Inc. $OUT

Deroy & Devereaux Private Investment Counsel Inc. trimmed its holdings in shares of OUTFRONT Media Inc. (NYSE:OUT – Free Report) by 2.4% during the 2nd quarter, according to the company in its most recent 13F filing with... More of this article »
Image for Interchange Capital Partners LLC Has $629,000 Stock Holdings in JPMorgan Equity Premium Income ETF $JEPI

Interchange Capital Partners LLC Has $629,000 Stock Holdings in JPMorgan Equity Premium Income ETF $JEPI

Interchange Capital Partners LLC trimmed its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 82.3% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Johnson & Johnson $JNJ Shares Sold by SPC Financial Inc.

Johnson & Johnson $JNJ Shares Sold by SPC Financial Inc.

SPC Financial Inc. lessened its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 22.6% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Landmark Wealth Management LLC Sells 174 Shares of iShares Core S&P 500 ETF $IVV

Landmark Wealth Management LLC Sells 174 Shares of iShares Core S&P 500 ETF $IVV

Landmark Wealth Management LLC decreased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.8% during the 2nd quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for SPDR S&P 600 Small Cap Value ETF $SLYV Holdings Raised by Keeler & Nadler Financial Planning & Wealth Management

SPDR S&P 600 Small Cap Value ETF $SLYV Holdings Raised by Keeler & Nadler Financial Planning & Wealth Management

Keeler & Nadler Financial Planning & Wealth Management grew its position in SPDR S&P 600 Small Cap Value ETF (NYSEARCA:SLYV – Free Report) by 0.5% in the second quarter, according to its most recent 13F filing... More of this article »
Image for Morris Financial Concepts Inc. Has $2.56 Million Holdings in Avantis U.S. Equity ETF $AVUS

Morris Financial Concepts Inc. Has $2.56 Million Holdings in Avantis U.S. Equity ETF $AVUS

Morris Financial Concepts Inc. raised its holdings in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) by 1.1% during the second quarter, HoldingsChannel.com reports. The firm owned 25,371 shares of the company’s... More of this article »
Image for Smart Portfolios LLC Cuts Stake in Global X Copper Miners ETF $COPX

Smart Portfolios LLC Cuts Stake in Global X Copper Miners ETF $COPX

Smart Portfolios LLC lowered its stake in shares of Global X Copper Miners ETF (NYSEARCA:COPX – Free Report) by 2.9% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Interchange Capital Partners LLC Has $100,000 Holdings in Synchrony Financial $SYF

Interchange Capital Partners LLC Has $100,000 Holdings in Synchrony Financial $SYF

Interchange Capital Partners LLC cut its stake in shares of Synchrony Financial (NYSE:SYF – Free Report) by 68.0% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Rosenberg Matthew Hamilton Sells 6,745 Shares of Vanguard Short-Term Bond ETF $BSV

Rosenberg Matthew Hamilton Sells 6,745 Shares of Vanguard Short-Term Bond ETF $BSV

Rosenberg Matthew Hamilton lessened its stake in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 21.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Comcast Corporation $CMCSA Shares Sold by Atria Wealth Solutions Inc.

Comcast Corporation $CMCSA Shares Sold by Atria Wealth Solutions Inc.

Atria Wealth Solutions Inc. lowered its stake in shares of Comcast Corporation (NASDAQ:CMCSA – Free Report) by 40.3% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Mitchell Mcleod Pugh & Williams Inc. Increases Holdings in Bank of America Corporation $BAC

Mitchell Mcleod Pugh & Williams Inc. Increases Holdings in Bank of America Corporation $BAC

Mitchell Mcleod Pugh & Williams Inc. grew its holdings in shares of Bank of America Corporation (NYSE:BAC) by 2.4% during the 2nd quarter, Holdings Channel reports. The institutional investor owned 55,538 shares of the financial... More of this article »
Image for Mitchell Mcleod Pugh & Williams Inc. Sells 395 Shares of Gilead Sciences, Inc. $GILD

Mitchell Mcleod Pugh & Williams Inc. Sells 395 Shares of Gilead Sciences, Inc. $GILD

Mitchell Mcleod Pugh & Williams Inc. reduced its holdings in shares of Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 4.1% during the second quarter, Holdings Channel reports. The fund owned 9,138 shares of the biopharmaceutical... More of this article »
Image for Dock Street Asset Management Inc. Acquires 11,921 Shares of Invesco Short Term Treasury ETF $TBLL

Dock Street Asset Management Inc. Acquires 11,921 Shares of Invesco Short Term Treasury ETF $TBLL

Dock Street Asset Management Inc. increased its holdings in Invesco Short Term Treasury ETF (NYSEARCA:TBLL – Free Report) by 18.7% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Image for FMC (FMC) – Analysts’ Recent Ratings Changes

FMC (FMC) – Analysts’ Recent Ratings Changes

FMC (NYSE: FMC) has recently received a number of price target changes and ratings updates: 10/14/2025 – FMC was upgraded by analysts at Bank of America Corporation from an “underperform” rating to a “neutral”... More of this article »
Image for IREN (NASDAQ:IREN) Hits New 52-Week High  – Here’s What Happened

IREN (NASDAQ:IREN) Hits New 52-Week High – Here’s What Happened

IREN Limited (NASDAQ:IREN – Get Free Report) shares hit a new 52-week high on Wednesday . The company traded as high as $72.30 and last traded at $69.56, with a volume of 51732345 shares changing hands. The stock had previously... More of this article »
Image for GCM Resources (LON:GCM) Stock Price Down 4.6%  – Should You Sell?

GCM Resources (LON:GCM) Stock Price Down 4.6% – Should You Sell?

GCM Resources Plc (LON:GCM – Get Free Report) shares were down 4.6% during trading on Wednesday . The stock traded as low as GBX 5.50 ($0.07) and last traded at GBX 6.44 ($0.09). Approximately 5,739,009 shares traded hands during... More of this article »
Image for International Lithium (CVE:ILC) Shares Up 100%  – What’s Next?

International Lithium (CVE:ILC) Shares Up 100% – What’s Next?

Shares of International Lithium Corp. (CVE:ILC – Get Free Report) traded up 100% during trading on Wednesday . The stock traded as high as C$0.06 and last traded at C$0.05. 3,959,607 shares changed hands during trading, an increase... More of this article »
Image for Hang Seng Bank (OTCMKTS:HSNGY) Sets New 12-Month High  – Should You Buy?

Hang Seng Bank (OTCMKTS:HSNGY) Sets New 12-Month High – Should You Buy?

Hang Seng Bank Ltd. (OTCMKTS:HSNGY – Get Free Report) shares reached a new 52-week high during mid-day trading on Wednesday . The company traded as high as $19.54 and last traded at $19.48, with a volume of 10197 shares. The... More of this article »
Image for 4,244 Shares in ProShares UltraPro S&P 500 $UPRO Bought by Triton Wealth Management PLLC

4,244 Shares in ProShares UltraPro S&P 500 $UPRO Bought by Triton Wealth Management PLLC

Triton Wealth Management PLLC bought a new position in shares of ProShares UltraPro S&P 500 (NYSEARCA:UPRO – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for RMR Capital Management LLC Has $3.17 Million Stock Position in Pathward Financial, Inc. $CASH

RMR Capital Management LLC Has $3.17 Million Stock Position in Pathward Financial, Inc. $CASH

RMR Capital Management LLC boosted its position in Pathward Financial, Inc. (NASDAQ:CASH – Free Report) by 3.9% in the second quarter, according to its most recent filing with the SEC. The institutional investor owned 40,091... More of this article »
Image for Sterling Financial Planning Inc. Decreases Stake in Vanguard Total Bond Market ETF $BND

Sterling Financial Planning Inc. Decreases Stake in Vanguard Total Bond Market ETF $BND

Sterling Financial Planning Inc. decreased its position in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 2.5% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »
Image for Elevance Health, Inc. $ELV Shares Sold by Naviter Wealth LLC

Elevance Health, Inc. $ELV Shares Sold by Naviter Wealth LLC

Naviter Wealth LLC trimmed its position in shares of Elevance Health, Inc. (NYSE:ELV – Free Report) by 15.4% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Arlington Financial Advisors LLC Sells 104 Shares of BlackRock $BLK

Arlington Financial Advisors LLC Sells 104 Shares of BlackRock $BLK

Arlington Financial Advisors LLC reduced its stake in BlackRock (NYSE:BLK – Free Report) by 2.2% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for iShares Morningstar Growth ETF $ILCG Shares Acquired by JGP Wealth Management LLC

iShares Morningstar Growth ETF $ILCG Shares Acquired by JGP Wealth Management LLC

JGP Wealth Management LLC increased its position in iShares Morningstar Growth ETF (NYSEARCA:ILCG – Free Report) by 18.6% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for Cypress Wealth Services LLC Grows Position in Invesco QQQ $QQQ

Cypress Wealth Services LLC Grows Position in Invesco QQQ $QQQ

Cypress Wealth Services LLC grew its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 23.2% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 6,531 shares... More of this article »
Image for Courier Capital LLC Raises Stock Holdings in Becton, Dickinson and Company $BDX

Courier Capital LLC Raises Stock Holdings in Becton, Dickinson and Company $BDX

Courier Capital LLC lifted its holdings in shares of Becton, Dickinson and Company (NYSE:BDX – Free Report) by 3.2% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Courier Capital LLC Sells 29 Shares of Northrop Grumman Corporation $NOC

Courier Capital LLC Sells 29 Shares of Northrop Grumman Corporation $NOC

Courier Capital LLC reduced its stake in Northrop Grumman Corporation (NYSE:NOC – Free Report) by 0.7% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Bayforest Capital Ltd Buys 1,942 Shares of Manhattan Associates, Inc. $MANH

Bayforest Capital Ltd Buys 1,942 Shares of Manhattan Associates, Inc. $MANH

Bayforest Capital Ltd grew its stake in Manhattan Associates, Inc. (NASDAQ:MANH – Free Report) by 393.1% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Vanguard Total World Stock ETF $VT Shares Bought by Sagespring Wealth Partners LLC

Vanguard Total World Stock ETF $VT Shares Bought by Sagespring Wealth Partners LLC

Sagespring Wealth Partners LLC lifted its holdings in Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) by 79.7% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Equitable Trust Co. Buys 8,125 Shares of QuinStreet, Inc. $QNST

Equitable Trust Co. Buys 8,125 Shares of QuinStreet, Inc. $QNST

Equitable Trust Co. lifted its holdings in QuinStreet, Inc. (NASDAQ:QNST – Free Report) by 9.1% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »