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Image for Trueblood Wealth Management LLC Sells 156 Shares of The Boeing Company (NYSE:BA)

Trueblood Wealth Management LLC Sells 156 Shares of The Boeing Company (NYSE:BA)

Trueblood Wealth Management LLC lessened its stake in shares of The Boeing Company (NYSE:BA – Free Report) by 11.2% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Image for Digital Ally, Inc. (NASDAQ:DGLY) Sees Significant Drop in Short Interest

Digital Ally, Inc. (NASDAQ:DGLY) Sees Significant Drop in Short Interest

Digital Ally, Inc. (NASDAQ:DGLY – Get Free Report) was the recipient of a significant drop in short interest during the month of December. As of December 31st, there was short interest totalling 251,300 shares, a drop of 7.6%... More of this article »
Image for Evanson Asset Management LLC Acquires 278 Shares of Vanguard Mid-Cap ETF (NYSEARCA:VO)

Evanson Asset Management LLC Acquires 278 Shares of Vanguard Mid-Cap ETF (NYSEARCA:VO)

Evanson Asset Management LLC raised its holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 8.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for City Holding Co. Increases Stake in Uber Technologies, Inc. (NYSE:UBER)

City Holding Co. Increases Stake in Uber Technologies, Inc. (NYSE:UBER)

City Holding Co. increased its holdings in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 79.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for UMB Bank n.a. Buys 855 Shares of Ecolab Inc. (NYSE:ECL)

UMB Bank n.a. Buys 855 Shares of Ecolab Inc. (NYSE:ECL)

UMB Bank n.a. lifted its position in shares of Ecolab Inc. (NYSE:ECL – Free Report) by 1.6% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 54,640 shares of the... More of this article »
Image for Gilman Hill Asset Management LLC Increases Stock Holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA)

Gilman Hill Asset Management LLC Increases Stock Holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA)

Gilman Hill Asset Management LLC raised its position in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 268.9% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 24,877 shares of the... More of this article »
Image for Diversify Wealth Management LLC Buys 16,759 Shares of The Coca-Cola Company (NYSE:KO)

Diversify Wealth Management LLC Buys 16,759 Shares of The Coca-Cola Company (NYSE:KO)

Diversify Wealth Management LLC increased its stake in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 61.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for UMB Bank n.a. Sells 61,966 Shares of iShares Core MSCI EAFE ETF (BATS:IEFA)

UMB Bank n.a. Sells 61,966 Shares of iShares Core MSCI EAFE ETF (BATS:IEFA)

UMB Bank n.a. lowered its holdings in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 4.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Union Savings Bank Decreases Position in Lockheed Martin Co. (NYSE:LMT)

Union Savings Bank Decreases Position in Lockheed Martin Co. (NYSE:LMT)

Union Savings Bank reduced its position in shares of Lockheed Martin Co. (NYSE:LMT – Free Report) by 11.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Zhang Financial LLC Grows Stock Holdings in Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS)

Zhang Financial LLC Grows Stock Holdings in Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS)

Zhang Financial LLC raised its stake in shares of Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS – Free Report) by 8.8% in the 4th quarter, according to the company in its most recent filing with the Securities &... More of this article »
Image for Short Interest in 8×8, Inc. (NASDAQ:EGHT) Decreases By 5.9%

Short Interest in 8×8, Inc. (NASDAQ:EGHT) Decreases By 5.9%

8×8, Inc. (NASDAQ:EGHT – Get Free Report) saw a large decrease in short interest in December. As of December 31st, there was short interest totalling 7,680,000 shares, a decrease of 5.9% from the December 15th total of... More of this article »
Image for Guinness Asset Management LTD Has $7.01 Million Position in QUALCOMM Incorporated (NASDAQ:QCOM)

Guinness Asset Management LTD Has $7.01 Million Position in QUALCOMM Incorporated (NASDAQ:QCOM)

Guinness Asset Management LTD raised its position in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 18.5% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 45,631... More of this article »
Image for Ironwood Financial llc Has $857,000 Stock Position in Schwab International Equity ETF (NYSEARCA:SCHF)

Ironwood Financial llc Has $857,000 Stock Position in Schwab International Equity ETF (NYSEARCA:SCHF)

Ironwood Financial llc grew its position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 127.6% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 46,298 shares of the... More of this article »
Image for Thrive Wealth Management LLC Has $142.94 Million Holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Thrive Wealth Management LLC Has $142.94 Million Holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Thrive Wealth Management LLC grew its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 300.4% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Short Interest in Knowles Co. (NYSE:KN) Expands By 12.8%

Short Interest in Knowles Co. (NYSE:KN) Expands By 12.8%

Knowles Co. (NYSE:KN – Get Free Report) was the target of a large growth in short interest in December. As of December 31st, there was short interest totalling 3,250,000 shares, a growth of 12.8% from the December 15th total... More of this article »
Image for BigSur Wealth Management LLC Lowers Stock Holdings in Shell plc (NYSE:SHEL)

BigSur Wealth Management LLC Lowers Stock Holdings in Shell plc (NYSE:SHEL)

BigSur Wealth Management LLC cut its holdings in Shell plc (NYSE:SHEL – Free Report) by 3.4% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Shore Point Advisors LLC Grows Stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Shore Point Advisors LLC Grows Stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Shore Point Advisors LLC increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) by 14.0% in the 4th quarter, according to the company in its most recent Form 13F filing... More of this article »
Image for Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) Shares Bought by True Link Financial Advisors LLC

Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) Shares Bought by True Link Financial Advisors LLC

True Link Financial Advisors LLC grew its stake in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 6.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Trueblood Wealth Management LLC Buys 543 Shares of Cintas Co. (NASDAQ:CTAS)

Trueblood Wealth Management LLC Buys 543 Shares of Cintas Co. (NASDAQ:CTAS)

Trueblood Wealth Management LLC boosted its holdings in Cintas Co. (NASDAQ:CTAS – Free Report) by 16.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Image for Purus Wealth Management LLC Grows Stock Position in Janus Henderson Small Cap Growth Alpha ETF (NASDAQ:JSML)

Purus Wealth Management LLC Grows Stock Position in Janus Henderson Small Cap Growth Alpha ETF (NASDAQ:JSML)

Purus Wealth Management LLC increased its stake in shares of Janus Henderson Small Cap Growth Alpha ETF (NASDAQ:JSML – Free Report) by 1.0% in the 4th quarter, according to its most recent 13F filing with the Securities and... More of this article »
Image for Artemis Investment Management LLP Trims Stake in The Procter & Gamble Company (NYSE:PG)

Artemis Investment Management LLP Trims Stake in The Procter & Gamble Company (NYSE:PG)

Artemis Investment Management LLP cut its stake in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 48.3% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for Vanguard Mid-Cap ETF (NYSEARCA:VO) Stock Holdings Boosted by FLC Capital Advisors

Vanguard Mid-Cap ETF (NYSEARCA:VO) Stock Holdings Boosted by FLC Capital Advisors

FLC Capital Advisors boosted its position in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 1.4% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for iShares S&P 500 Growth ETF (NYSEARCA:IVW) Shares Bought by UMB Bank n.a.

iShares S&P 500 Growth ETF (NYSEARCA:IVW) Shares Bought by UMB Bank n.a.

UMB Bank n.a. lifted its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 0.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Shelton Wealth Management LLC Raises Stock Holdings in Broadcom Inc. (NASDAQ:AVGO)

Shelton Wealth Management LLC Raises Stock Holdings in Broadcom Inc. (NASDAQ:AVGO)

Shelton Wealth Management LLC grew its stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 3.3% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Image for McCarthy & Cox Decreases Stake in Invesco BulletShares 2025 Corporate Bond ETF (NASDAQ:BSCP)

McCarthy & Cox Decreases Stake in Invesco BulletShares 2025 Corporate Bond ETF (NASDAQ:BSCP)

McCarthy & Cox decreased its holdings in Invesco BulletShares 2025 Corporate Bond ETF (NASDAQ:BSCP – Free Report) by 28.8% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for McCarthy & Cox Boosts Stock Holdings in Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR)

McCarthy & Cox Boosts Stock Holdings in Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR)

McCarthy & Cox grew its stake in shares of Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR – Free Report) by 14.8% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Innovator MSCI EAFE Power Buffer ETF – April (NYSEARCA:IAPR) Shares Bought by Maltin Wealth Management Inc.

Innovator MSCI EAFE Power Buffer ETF – April (NYSEARCA:IAPR) Shares Bought by Maltin Wealth Management Inc.

Maltin Wealth Management Inc. increased its holdings in Innovator MSCI EAFE Power Buffer ETF – April (NYSEARCA:IAPR – Free Report) by 28.5% in the 4th quarter, according to its most recent 13F filing with the SEC. The... More of this article »
Image for Trueblood Wealth Management LLC Has $2.58 Million Holdings in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)

Trueblood Wealth Management LLC Has $2.58 Million Holdings in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)

Trueblood Wealth Management LLC raised its position in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 46.9% in the fourth quarter, according to the company in its most recent filing with the... More of this article »
Image for Financial Freedom LLC Buys 614 Shares of Energy Transfer LP (NYSE:ET)

Financial Freedom LLC Buys 614 Shares of Energy Transfer LP (NYSE:ET)

Financial Freedom LLC lifted its stake in Energy Transfer LP (NYSE:ET – Free Report) by 26.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned... More of this article »
Image for Romano Brothers AND Company Has $4.07 Million Stake in The Procter & Gamble Company (NYSE:PG)

Romano Brothers AND Company Has $4.07 Million Stake in The Procter & Gamble Company (NYSE:PG)

Romano Brothers AND Company lowered its stake in The Procter & Gamble Company (NYSE:PG – Free Report) by 7.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Bridgewater Advisors Inc. Sells 659,168 Shares of Dimensional International Core Equity 2 ETF (BATS:DFIC)

Bridgewater Advisors Inc. Sells 659,168 Shares of Dimensional International Core Equity 2 ETF (BATS:DFIC)

Bridgewater Advisors Inc. reduced its position in Dimensional International Core Equity 2 ETF (BATS:DFIC – Free Report) by 29.8% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 1,554,943... More of this article »
Image for Extendicare Inc. (OTCMKTS:EXETF) Short Interest Up 7.7% in December

Extendicare Inc. (OTCMKTS:EXETF) Short Interest Up 7.7% in December

Extendicare Inc. (OTCMKTS:EXETF – Get Free Report) was the recipient of a significant increase in short interest during the month of December. As of December 31st, there was short interest totalling 637,800 shares, an increase... More of this article »
Image for Howard Financial Services LTD. Has $811,000 Stock Holdings in Alphabet Inc. (NASDAQ:GOOG)

Howard Financial Services LTD. Has $811,000 Stock Holdings in Alphabet Inc. (NASDAQ:GOOG)

Howard Financial Services LTD. decreased its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 1.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Cohen Klingenstein LLC Cuts Stock Position in Visa Inc. (NYSE:V)

Cohen Klingenstein LLC Cuts Stock Position in Visa Inc. (NYSE:V)

Cohen Klingenstein LLC trimmed its position in Visa Inc. (NYSE:V – Free Report) by 26.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Image for Grove Bank & Trust Buys 457 Shares of Altria Group, Inc. (NYSE:MO)

Grove Bank & Trust Buys 457 Shares of Altria Group, Inc. (NYSE:MO)

Grove Bank & Trust boosted its stake in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 2.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Trueblood Wealth Management LLC Increases Stock Position in Capital Group Core Equity ETF (NYSEARCA:CGUS)

Trueblood Wealth Management LLC Increases Stock Position in Capital Group Core Equity ETF (NYSEARCA:CGUS)

Trueblood Wealth Management LLC lifted its holdings in shares of Capital Group Core Equity ETF (NYSEARCA:CGUS – Free Report) by 55.0% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Sarasin & Partners LLP Buys 37,692 Shares of American Tower Co. (NYSE:AMT)

Sarasin & Partners LLP Buys 37,692 Shares of American Tower Co. (NYSE:AMT)

Sarasin & Partners LLP grew its stake in shares of American Tower Co. (NYSE:AMT – Free Report) by 4.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by LPF Advisors LLC

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by LPF Advisors LLC

LPF Advisors LLC trimmed its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 5.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for Scott Capital Advisors LLC Purchases 1,606 Shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Scott Capital Advisors LLC Purchases 1,606 Shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Scott Capital Advisors LLC grew its position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 12.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for Financial Freedom LLC Sells 62 Shares of Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT)

Financial Freedom LLC Sells 62 Shares of Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT)

Financial Freedom LLC lessened its holdings in shares of Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 2.0% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Image for M.E. Allison & CO. Inc. Invests $270,000 in Chubb Limited (NYSE:CB)

M.E. Allison & CO. Inc. Invests $270,000 in Chubb Limited (NYSE:CB)

M.E. Allison & CO. Inc. acquired a new stake in Chubb Limited (NYSE:CB – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm acquired 978... More of this article »
Image for Eldred Rock Partners LLC Has $10.18 Million Stock Position in Merck & Co., Inc. (NYSE:MRK)

Eldred Rock Partners LLC Has $10.18 Million Stock Position in Merck & Co., Inc. (NYSE:MRK)

Eldred Rock Partners LLC grew its position in Merck & Co., Inc. (NYSE:MRK – Free Report) by 0.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Spore  Trading 99.3% Lower  This Week (SPORE)

Spore Trading 99.3% Lower This Week (SPORE)

Spore (SPORE) traded down 8.6% against the US dollar during the one day period ending at 7:00 AM ET on January 20th. One Spore token can now be bought for $0.0000 or 0.00000000 BTC on major exchanges. During the last seven days, Spore... More of this article »
Image for City Holding Co. Has $4.96 Million Holdings in Chipotle Mexican Grill, Inc. (NYSE:CMG)

City Holding Co. Has $4.96 Million Holdings in Chipotle Mexican Grill, Inc. (NYSE:CMG)

City Holding Co. trimmed its position in shares of Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) by 2.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Donor Advised Charitable Giving Inc. Makes New Investment in iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX)

Donor Advised Charitable Giving Inc. Makes New Investment in iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX)

Donor Advised Charitable Giving Inc. bought a new stake in iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Sandbox Financial Partners LLC Has $1.82 Million Position in Costco Wholesale Co. (NASDAQ:COST)

Sandbox Financial Partners LLC Has $1.82 Million Position in Costco Wholesale Co. (NASDAQ:COST)

Sandbox Financial Partners LLC boosted its holdings in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 7.3% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 1,987 shares of... More of this article »
Image for Ironwood Financial llc Grows Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Ironwood Financial llc Grows Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Ironwood Financial llc grew its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 413.8% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Image for Ironwood Financial llc Grows Position in Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ:BSCS)

Ironwood Financial llc Grows Position in Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ:BSCS)

Ironwood Financial llc boosted its holdings in Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ:BSCS – Free Report) by 0.6% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Image for Successful Portfolios LLC Has $4.12 Million Stock Position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Successful Portfolios LLC Has $4.12 Million Stock Position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Successful Portfolios LLC raised its holdings in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 22.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Nexus Investment Management ULC Sells 1,195 Shares of Visa Inc. (NYSE:V)

Nexus Investment Management ULC Sells 1,195 Shares of Visa Inc. (NYSE:V)

Nexus Investment Management ULC trimmed its position in Visa Inc. (NYSE:V – Free Report) by 2.1% during the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 55,176 shares of the credit-card... More of this article »