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Image for Dimensional Core Fixed Income ETF $DFCF is Bannerman Wealth Management Group LLC’s 2nd Largest Position

Dimensional Core Fixed Income ETF $DFCF is Bannerman Wealth Management Group LLC’s 2nd Largest Position

Bannerman Wealth Management Group LLC increased its stake in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) by 4.7% in the 4th quarter, according to the company in its most recent Form 13F filing with... More of this article »
Image for Stoneridge (NYSE:SRI) Upgraded at Zacks Research

Stoneridge (NYSE:SRI) Upgraded at Zacks Research

Zacks Research upgraded shares of Stoneridge (NYSE:SRI – Free Report) to a hold rating in a research note published on Wednesday morning,Zacks.com reports. A number of other brokerages also recently weighed in on SRI. Wall Street... More of this article »
Image for Bay Rivers Group Has $5.98 Million Stock Holdings in iShares 20+ Year Treasury Bond ETF $TLT

Bay Rivers Group Has $5.98 Million Stock Holdings in iShares 20+ Year Treasury Bond ETF $TLT

Bay Rivers Group decreased its position in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 13.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Image for Vanguard Mid-Cap Value ETF $VOE Shares Sold by Baring Financial LLC

Vanguard Mid-Cap Value ETF $VOE Shares Sold by Baring Financial LLC

Baring Financial LLC reduced its stake in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 46.0% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 18,902 shares... More of this article »
Image for Baring Financial LLC Increases Stake in iShares Floating Rate Bond ETF $FLOT

Baring Financial LLC Increases Stake in iShares Floating Rate Bond ETF $FLOT

Baring Financial LLC grew its holdings in shares of iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) by 14.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Bay Rivers Group Buys New Shares in Bloom Energy Corporation $BE

Bay Rivers Group Buys New Shares in Bloom Energy Corporation $BE

Bay Rivers Group bought a new position in shares of Bloom Energy Corporation (NYSE:BE – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Vanguard Mega Cap Growth ETF $MGK is Baring Financial LLC’s 3rd Largest Position

Vanguard Mega Cap Growth ETF $MGK is Baring Financial LLC’s 3rd Largest Position

Baring Financial LLC increased its holdings in shares of Vanguard Mega Cap Growth ETF (NYSEARCA:MGK – Free Report) by 46.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Dimensional U.S. Small Cap ETF $DFAS is Bannerman Wealth Management Group LLC’s 4th Largest Position

Dimensional U.S. Small Cap ETF $DFAS is Bannerman Wealth Management Group LLC’s 4th Largest Position

Bannerman Wealth Management Group LLC raised its position in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 4.7% during the 4th quarter, according to the company in its most recent 13F filing with... More of this article »
Image for JPMorgan Active Value ETF $JAVA Holdings Lifted by BCGM Wealth Management LLC

JPMorgan Active Value ETF $JAVA Holdings Lifted by BCGM Wealth Management LLC

BCGM Wealth Management LLC increased its holdings in JPMorgan Active Value ETF (NYSEARCA:JAVA – Free Report) by 33.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Baldwin Wealth Partners LLC MA Purchases New Position in ServiceTitan Inc. $TTAN

Baldwin Wealth Partners LLC MA Purchases New Position in ServiceTitan Inc. $TTAN

Baldwin Wealth Partners LLC MA acquired a new stake in shares of ServiceTitan Inc. (NASDAQ:TTAN – Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm acquired 10,165 shares of... More of this article »
Image for VanEck Gold Miners ETF $GDX Stake Increased by Baldwin Wealth Partners LLC MA

VanEck Gold Miners ETF $GDX Stake Increased by Baldwin Wealth Partners LLC MA

Baldwin Wealth Partners LLC MA grew its holdings in VanEck Gold Miners ETF (NYSEARCA:GDX – Free Report) by 47.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Procore Technologies (NYSE:PCOR) Upgraded at Zacks Research

Procore Technologies (NYSE:PCOR) Upgraded at Zacks Research

Zacks Research upgraded shares of Procore Technologies (NYSE:PCOR – Free Report) from a strong sell rating to a hold rating in a report released on Wednesday morning,Zacks.com reports. A number of other research firms also recently... More of this article »
Image for Chevron Corporation $CVX Shares Sold by BancFirst Trust & Investment Management

Chevron Corporation $CVX Shares Sold by BancFirst Trust & Investment Management

BancFirst Trust & Investment Management trimmed its holdings in shares of Chevron Corporation (NYSE:CVX – Free Report) by 66.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Avantis U.S. Equity ETF $AVUS is Bannerman Wealth Management Group LLC’s 9th Largest Position

Avantis U.S. Equity ETF $AVUS is Bannerman Wealth Management Group LLC’s 9th Largest Position

Bannerman Wealth Management Group LLC decreased its position in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) by 10.3% during the fourth quarter, according to the company in its most recent disclosure with... More of this article »
Image for Baring Financial LLC Purchases 13,823 Shares of Vanguard Dividend Appreciation ETF $VIG

Baring Financial LLC Purchases 13,823 Shares of Vanguard Dividend Appreciation ETF $VIG

Baring Financial LLC raised its position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 168.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Bay Rivers Group Has $2.12 Million Stock Holdings in ServiceNow, Inc. $NOW

Bay Rivers Group Has $2.12 Million Stock Holdings in ServiceNow, Inc. $NOW

Bay Rivers Group increased its position in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 385.4% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Baring Financial LLC Has $12.22 Million Stake in Invesco NASDAQ 100 ETF $QQQM

Baring Financial LLC Has $12.22 Million Stake in Invesco NASDAQ 100 ETF $QQQM

Baring Financial LLC raised its holdings in Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 415.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Image for Vanguard Growth ETF $VUG Shares Sold by Bay Rivers Group

Vanguard Growth ETF $VUG Shares Sold by Bay Rivers Group

Bay Rivers Group lessened its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 9.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Baring Financial LLC Sells 129,883 Shares of Schwab U.S. Large-Cap Growth ETF $SCHG

Baring Financial LLC Sells 129,883 Shares of Schwab U.S. Large-Cap Growth ETF $SCHG

Baring Financial LLC lowered its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 85.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Image for Dimensional U.S. Core Equity 2 ETF $DFAC Shares Sold by Baring Financial LLC

Dimensional U.S. Core Equity 2 ETF $DFAC Shares Sold by Baring Financial LLC

Baring Financial LLC reduced its stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 89.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for Baldwin Wealth Partners LLC MA Buys 4,754 Shares of Baidu, Inc. $BIDU

Baldwin Wealth Partners LLC MA Buys 4,754 Shares of Baidu, Inc. $BIDU

Baldwin Wealth Partners LLC MA grew its stake in Baidu, Inc. (NASDAQ:BIDU – Free Report) by 37.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Global X Silver Miners ETF $SIL Shares Bought by Baldwin Wealth Partners LLC MA

Global X Silver Miners ETF $SIL Shares Bought by Baldwin Wealth Partners LLC MA

Baldwin Wealth Partners LLC MA increased its stake in shares of Global X Silver Miners ETF (NYSEARCA:SIL – Free Report) by 96.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Baldwin Wealth Partners LLC MA Buys New Stake in Lineage, Inc. $LINE

Baldwin Wealth Partners LLC MA Buys New Stake in Lineage, Inc. $LINE

Baldwin Wealth Partners LLC MA purchased a new position in Lineage, Inc. (NASDAQ:LINE – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Baldwin Wealth Partners LLC MA Grows Stake in Goldman Sachs Access Treasury 0-1 Year ETF $GBIL

Baldwin Wealth Partners LLC MA Grows Stake in Goldman Sachs Access Treasury 0-1 Year ETF $GBIL

Baldwin Wealth Partners LLC MA raised its holdings in shares of Goldman Sachs Access Treasury 0-1 Year ETF (NYSEARCA:GBIL – Free Report) by 333.0% during the 4th quarter, according to the company in its most recent Form 13F... More of this article »
Image for Baring Financial LLC Has $5.11 Million Stock Position in iShares Short Treasury Bond ETF $SHV

Baring Financial LLC Has $5.11 Million Stock Position in iShares Short Treasury Bond ETF $SHV

Baring Financial LLC boosted its stake in shares of iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 12.5% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for iShares Silver Trust $SLV Shares Acquired by Baldwin Wealth Partners LLC MA

iShares Silver Trust $SLV Shares Acquired by Baldwin Wealth Partners LLC MA

Baldwin Wealth Partners LLC MA grew its holdings in iShares Silver Trust (NYSEARCA:SLV – Free Report) by 101.1% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 26,846... More of this article »
Image for Adobe Inc. $ADBE Holdings Trimmed by Baldwin Wealth Partners LLC MA

Adobe Inc. $ADBE Holdings Trimmed by Baldwin Wealth Partners LLC MA

Baldwin Wealth Partners LLC MA reduced its holdings in Adobe Inc. (NASDAQ:ADBE – Free Report) by 81.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Allworth Financial LP Buys 6,366 Shares of Blackstone Inc. $BX

Allworth Financial LP Buys 6,366 Shares of Blackstone Inc. $BX

Allworth Financial LP grew its stake in Blackstone Inc. (NYSE:BX – Free Report) by 17.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor... More of this article »
Image for Allworth Financial LP Raises Stock Holdings in Micron Technology, Inc. $MU

Allworth Financial LP Raises Stock Holdings in Micron Technology, Inc. $MU

Allworth Financial LP boosted its holdings in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 19.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Merck & Co., Inc. $MRK Shares Sold by Baldwin Wealth Partners LLC MA

Merck & Co., Inc. $MRK Shares Sold by Baldwin Wealth Partners LLC MA

Baldwin Wealth Partners LLC MA reduced its stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 11.7% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned... More of this article »
Image for Alphabet Inc. $GOOGL is Alecta Tjanstepension Omsesidigt’s 2nd Largest Position

Alphabet Inc. $GOOGL is Alecta Tjanstepension Omsesidigt’s 2nd Largest Position

Alecta Tjanstepension Omsesidigt cut its stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 10.6% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 6,998,000 shares of the... More of this article »
Image for Alecta Tjanstepension Omsesidigt Has $676.03 Million Stake in Apple Inc. $AAPL

Alecta Tjanstepension Omsesidigt Has $676.03 Million Stake in Apple Inc. $AAPL

Alecta Tjanstepension Omsesidigt grew its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 3.9% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for AIA Group Ltd Invests $1.34 Million in Sandisk Corporation $SNDK

AIA Group Ltd Invests $1.34 Million in Sandisk Corporation $SNDK

AIA Group Ltd purchased a new position in shares of Sandisk Corporation (NASDAQ:SNDK – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Eli Lilly and Company $LLY Shares Bought by AIA Group Ltd

Eli Lilly and Company $LLY Shares Bought by AIA Group Ltd

AIA Group Ltd lifted its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 34.9% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 46,963 shares of the company’s... More of this article »
Image for Microsoft Corporation $MSFT Stock Position Reduced by Alecta Tjanstepension Omsesidigt

Microsoft Corporation $MSFT Stock Position Reduced by Alecta Tjanstepension Omsesidigt

Alecta Tjanstepension Omsesidigt cut its holdings in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 5.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for AIA Group Ltd Boosts Stake in Alphabet Inc. $GOOGL

AIA Group Ltd Boosts Stake in Alphabet Inc. $GOOGL

AIA Group Ltd lifted its position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 41.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned... More of this article »
Image for AIA Group Ltd Makes New $741,000 Investment in Lumentum Holdings Inc. $LITE

AIA Group Ltd Makes New $741,000 Investment in Lumentum Holdings Inc. $LITE

AIA Group Ltd acquired a new stake in Lumentum Holdings Inc. (NASDAQ:LITE – Free Report) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired... More of this article »
Image for Allworth Financial LP Purchases 11,017 Shares of Microsoft Corporation $MSFT

Allworth Financial LP Purchases 11,017 Shares of Microsoft Corporation $MSFT

Allworth Financial LP grew its stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 2.6% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for AAFMAA Wealth Management & Trust LLC Makes New Investment in iShares Gold Trust $IAU

AAFMAA Wealth Management & Trust LLC Makes New Investment in iShares Gold Trust $IAU

AAFMAA Wealth Management & Trust LLC bought a new stake in iShares Gold Trust (NYSEARCA:IAU – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for AIA Group Ltd Buys Shares of 9,856 Waste Management, Inc. $WM

AIA Group Ltd Buys Shares of 9,856 Waste Management, Inc. $WM

AIA Group Ltd bought a new position in shares of Waste Management, Inc. (NYSE:WM – Free Report) during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought... More of this article »
Image for AIA Group Ltd Takes Position in Quanta Services, Inc. $PWR

AIA Group Ltd Takes Position in Quanta Services, Inc. $PWR

AIA Group Ltd bought a new position in Quanta Services, Inc. (NYSE:PWR – Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 4,718 shares of... More of this article »
Image for AIA Group Ltd Invests $1.08 Million in Teradyne, Inc. $TER

AIA Group Ltd Invests $1.08 Million in Teradyne, Inc. $TER

AIA Group Ltd acquired a new stake in Teradyne, Inc. (NASDAQ:TER – Free Report) during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 7,858 shares of the... More of this article »
Image for Ables Iannone Moore & Associates Inc. Buys 2,214 Shares of The Home Depot, Inc. $HD

Ables Iannone Moore & Associates Inc. Buys 2,214 Shares of The Home Depot, Inc. $HD

Ables Iannone Moore & Associates Inc. boosted its stake in The Home Depot, Inc. (NYSE:HD – Free Report) by 15.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for AIA Group Ltd Raises Stock Holdings in Stanley Black & Decker, Inc. $SWK

AIA Group Ltd Raises Stock Holdings in Stanley Black & Decker, Inc. $SWK

AIA Group Ltd lifted its holdings in shares of Stanley Black & Decker, Inc. (NYSE:SWK – Free Report) by 196.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Image for AIA Group Ltd Invests $1.25 Million in Onto Innovation Inc. $ONTO

AIA Group Ltd Invests $1.25 Million in Onto Innovation Inc. $ONTO

AIA Group Ltd acquired a new stake in shares of Onto Innovation Inc. (NYSE:ONTO – Free Report) during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired... More of this article »
Image for ValiRx (LON:VAL) Shares Pass Below Two Hundred Day Moving Average   – Here’s Why

ValiRx (LON:VAL) Shares Pass Below Two Hundred Day Moving Average – Here’s Why

ValiRx plc (LON:VAL – Get Free Report) shares crossed below its 200-day moving average during trading on Friday . The stock has a 200-day moving average of GBX 0.41 and traded as low as GBX 0.29. ValiRx shares last traded at... More of this article »
Image for Puma (OTCMKTS:PMMAF) Stock Price Crosses Below 200-Day Moving Average   – What’s Next?

Puma (OTCMKTS:PMMAF) Stock Price Crosses Below 200-Day Moving Average – What’s Next?

Shares of Puma Se (OTCMKTS:PMMAF – Get Free Report) passed below its 200-day moving average during trading on Friday . The stock has a 200-day moving average of $24.67 and traded as low as $22.50. Puma shares last traded at $22.50,... More of this article »
Image for Peritus High Yield ETF (NYSEARCA:HYLD) Stock Price Passes Below Two Hundred Day Moving Average   – Here’s What Happened

Peritus High Yield ETF (NYSEARCA:HYLD) Stock Price Passes Below Two Hundred Day Moving Average – Here’s What Happened

Peritus High Yield ETF (NYSEARCA:HYLD – Get Free Report)’s stock price passed below its 200-day moving average during trading on Friday . The stock has a 200-day moving average of $25.49 and traded as low as $25.30. Peritus... More of this article »
Image for CaixaBank (OTCMKTS:CAIXY) Stock Passes Below Two Hundred Day Moving Average   – What’s Next?

CaixaBank (OTCMKTS:CAIXY) Stock Passes Below Two Hundred Day Moving Average – What’s Next?

CaixaBank, S.A. Unsponsored ADR (OTCMKTS:CAIXY – Get Free Report) shares crossed below its 200-day moving average during trading on Friday . The stock has a 200-day moving average of $3.78 and traded as low as $3.72. CaixaBank... More of this article »
Image for Advanced Info Service Public (OTCMKTS:AVIFY) Shares Cross Below 200 Day Moving Average   – Here’s Why

Advanced Info Service Public (OTCMKTS:AVIFY) Shares Cross Below 200 Day Moving Average – Here’s Why

Advanced Info Service Public Co. (OTCMKTS:AVIFY – Get Free Report) shares crossed below its two hundred day moving average during trading on Friday . The stock has a two hundred day moving average of $10.30 and traded as low... More of this article »