Home » Author Archive

Image for Fidelity Enhanced International ETF $FENI is Wealth Alliance Advisory Group LLC’s 5th Largest Position

Fidelity Enhanced International ETF $FENI is Wealth Alliance Advisory Group LLC’s 5th Largest Position

Wealth Alliance Advisory Group LLC grew its stake in shares of Fidelity Enhanced International ETF (NYSEARCA:FENI – Free Report) by 2.5% in the 2nd quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Image for Intuitive Surgical, Inc. $ISRG Shares Purchased by Abner Herrman & Brock LLC

Intuitive Surgical, Inc. $ISRG Shares Purchased by Abner Herrman & Brock LLC

Abner Herrman & Brock LLC boosted its position in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 152.1% during the 2nd quarter, Holdings Channel reports. The fund owned 31,490 shares of the medical equipment provider’s... More of this article »
Image for Vanguard International High Dividend Yield ETF $VYMI Stock Holdings Boosted by Retirement Wealth Solutions LLC

Vanguard International High Dividend Yield ETF $VYMI Stock Holdings Boosted by Retirement Wealth Solutions LLC

Retirement Wealth Solutions LLC boosted its stake in Vanguard International High Dividend Yield ETF (NASDAQ:VYMI – Free Report) by 70,000.0% in the second quarter, HoldingsChannel.com reports. The institutional investor owned... More of this article »
Image for Global Wealth Strategies & Associates Sells 215 Shares of Strategy Inc $MSTR

Global Wealth Strategies & Associates Sells 215 Shares of Strategy Inc $MSTR

Global Wealth Strategies & Associates trimmed its position in Strategy Inc (NASDAQ:MSTR – Free Report) by 52.7% in the second quarter, according to its most recent filing with the SEC. The fund owned 193 shares of the software... More of this article »
Image for TruWealth Advisors LLC Acquires 8,591 Shares of Schwab US Broad Market ETF $SCHB

TruWealth Advisors LLC Acquires 8,591 Shares of Schwab US Broad Market ETF $SCHB

TruWealth Advisors LLC boosted its holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 1.9% in the second quarter, Holdings Channel reports. The firm owned 472,490 shares of the company’s stock after... More of this article »
Image for Enterprise Bank & Trust Co Grows Stock Holdings in DuPont de Nemours, Inc. $DD

Enterprise Bank & Trust Co Grows Stock Holdings in DuPont de Nemours, Inc. $DD

Enterprise Bank & Trust Co increased its stake in shares of DuPont de Nemours, Inc. (NYSE:DD – Free Report) by 1.8% in the 2nd quarter, Holdings Channel reports. The firm owned 10,227 shares of the basic materials company’s... More of this article »
Image for Gold Stocks To Consider – September 13th

Gold Stocks To Consider – September 13th

Robinhood Markets, CocaCola, and Freeport-McMoRan are the three Gold stocks to watch today, according to MarketBeat’s stock screener tool. Gold stocks are shares of publicly traded companies involved in the exploration, mining,... More of this article »
Image for HMS Capital Management LLC Raises Holdings in SPDR Bloomberg Convertible Securities ETF $CWB

HMS Capital Management LLC Raises Holdings in SPDR Bloomberg Convertible Securities ETF $CWB

HMS Capital Management LLC increased its position in SPDR Bloomberg Convertible Securities ETF (NYSEARCA:CWB – Free Report) by 60.2% during the second quarter, according to the company in its most recent 13F filing with the... More of this article »
Image for Arthur J. Gallagher & Co. $AJG Shares Sold by HMS Capital Management LLC

Arthur J. Gallagher & Co. $AJG Shares Sold by HMS Capital Management LLC

HMS Capital Management LLC decreased its holdings in Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) by 3.3% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Fractal Investments LLC Buys 10,000 Shares of ICL Group Ltd. $ICL

Fractal Investments LLC Buys 10,000 Shares of ICL Group Ltd. $ICL

Fractal Investments LLC boosted its stake in shares of ICL Group Ltd. (NYSE:ICL – Free Report) by 37.7% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Wesbanco Bank Inc. Has $18.34 Million Stock Holdings in Oracle Corporation $ORCL

Wesbanco Bank Inc. Has $18.34 Million Stock Holdings in Oracle Corporation $ORCL

Wesbanco Bank Inc. lifted its holdings in Oracle Corporation (NYSE:ORCL – Free Report) by 5.5% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm... More of this article »
Image for Wesbanco Bank Inc. Purchases 1,174 Shares of Netflix, Inc. $NFLX

Wesbanco Bank Inc. Purchases 1,174 Shares of Netflix, Inc. $NFLX

Wesbanco Bank Inc. boosted its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 10.2% during the 2nd quarter, HoldingsChannel reports. The fund owned 12,698 shares of the Internet television network’s... More of this article »
Image for Wesbanco Bank Inc. Sells 1,179 Shares of PPG Industries, Inc. $PPG

Wesbanco Bank Inc. Sells 1,179 Shares of PPG Industries, Inc. $PPG

Wesbanco Bank Inc. trimmed its holdings in PPG Industries, Inc. (NYSE:PPG – Free Report) by 1.9% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 62,169 shares of the specialty chemicals company’s... More of this article »
Image for Whitaker Myers Wealth Managers LTD. Has $690,000 Position in Invesco S&P MidCap Quality ETF $XMHQ

Whitaker Myers Wealth Managers LTD. Has $690,000 Position in Invesco S&P MidCap Quality ETF $XMHQ

Whitaker Myers Wealth Managers LTD. increased its stake in shares of Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ – Free Report) by 2.4% during the second quarter, according to its most recent Form 13F filing with the... More of this article »
Image for Kings Path Partners LLC Grows Holdings in UFP Technologies, Inc. $UFPT

Kings Path Partners LLC Grows Holdings in UFP Technologies, Inc. $UFPT

Kings Path Partners LLC grew its holdings in UFP Technologies, Inc. (NASDAQ:UFPT – Free Report) by 13.9% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Kings Path Partners LLC Has $21.73 Million Position in Schwab International Equity ETF $SCHF

Kings Path Partners LLC Has $21.73 Million Position in Schwab International Equity ETF $SCHF

Kings Path Partners LLC boosted its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 2,527.1% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 983,068 shares... More of this article »
Image for Kings Path Partners LLC Trims Holdings in Mesa Laboratories, Inc. $MLAB

Kings Path Partners LLC Trims Holdings in Mesa Laboratories, Inc. $MLAB

Kings Path Partners LLC reduced its holdings in shares of Mesa Laboratories, Inc. (NASDAQ:MLAB – Free Report) by 18.2% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Kings Path Partners LLC Invests $170,000 in Argan, Inc. $AGX

Kings Path Partners LLC Invests $170,000 in Argan, Inc. $AGX

Kings Path Partners LLC acquired a new position in Argan, Inc. (NYSE:AGX – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Value Partners Investments Inc. Sells 1,216 Shares of Fortis $FTS

Value Partners Investments Inc. Sells 1,216 Shares of Fortis $FTS

Value Partners Investments Inc. lessened its position in shares of Fortis (NYSE:FTS – Free Report) by 1.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Value Partners Investments Inc. Has $57.61 Million Stake in Canadian National Railway Company $CNI

Value Partners Investments Inc. Has $57.61 Million Stake in Canadian National Railway Company $CNI

Value Partners Investments Inc. boosted its stake in shares of Canadian National Railway Company (NYSE:CNI – Free Report) (TSE:CNR) by 0.1% in the second quarter, Holdings Channel reports. The firm owned 553,945 shares of the... More of this article »
Image for Hedges Asset Management LLC Cuts Stock Position in Barclays PLC $BCS

Hedges Asset Management LLC Cuts Stock Position in Barclays PLC $BCS

Hedges Asset Management LLC cut its holdings in shares of Barclays PLC (NYSE:BCS – Free Report) by 18.5% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Centurion Wealth Management LLC Purchases 114 Shares of IDEXX Laboratories, Inc. $IDXX

Centurion Wealth Management LLC Purchases 114 Shares of IDEXX Laboratories, Inc. $IDXX

Centurion Wealth Management LLC raised its position in shares of IDEXX Laboratories, Inc. (NASDAQ:IDXX – Free Report) by 13.5% during the second quarter, HoldingsChannel.com reports. The fund owned 960 shares of the company’s... More of this article »
Image for Ford Motor Company $F Shares Sold by Douglas Lane & Associates LLC

Ford Motor Company $F Shares Sold by Douglas Lane & Associates LLC

Douglas Lane & Associates LLC lowered its position in Ford Motor Company (NYSE:F – Free Report) by 0.8% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 2,067,188 shares of the auto... More of this article »
Image for Park National Corp OH Trims Stake in Nucor Corporation $NUE

Park National Corp OH Trims Stake in Nucor Corporation $NUE

Park National Corp OH decreased its position in shares of Nucor Corporation (NYSE:NUE – Free Report) by 8.5% during the second quarter, according to its most recent filing with the SEC. The firm owned 5,846 shares of the basic... More of this article »
Image for TruWealth Advisors LLC Has $842,000 Stock Position in Stryker Corporation $SYK

TruWealth Advisors LLC Has $842,000 Stock Position in Stryker Corporation $SYK

TruWealth Advisors LLC raised its holdings in Stryker Corporation (NYSE:SYK – Free Report) by 4.7% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,127 shares of the... More of this article »
Image for Arvest Investments Inc. Has $4.62 Million Stock Holdings in Walmart Inc. $WMT

Arvest Investments Inc. Has $4.62 Million Stock Holdings in Walmart Inc. $WMT

Arvest Investments Inc. increased its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 3.9% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Salesforce Inc. $CRM Shares Acquired by Modus Advisors LLC

Salesforce Inc. $CRM Shares Acquired by Modus Advisors LLC

Modus Advisors LLC lifted its holdings in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 2.9% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Image for First Community Trust NA Sells 443 Shares of iShares MSCI EAFE Growth ETF $EFG

First Community Trust NA Sells 443 Shares of iShares MSCI EAFE Growth ETF $EFG

First Community Trust NA lessened its stake in iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 47.3% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 493 shares... More of this article »
Image for First Community Trust NA Sells 223 Shares of Vanguard Mega Cap Growth ETF $MGK

First Community Trust NA Sells 223 Shares of Vanguard Mega Cap Growth ETF $MGK

First Community Trust NA cut its stake in shares of Vanguard Mega Cap Growth ETF (NYSEARCA:MGK – Free Report) by 50.0% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
Image for First Community Trust NA Grows Position in DENTSPLY SIRONA Inc. $XRAY

First Community Trust NA Grows Position in DENTSPLY SIRONA Inc. $XRAY

First Community Trust NA grew its stake in DENTSPLY SIRONA Inc. (NASDAQ:XRAY – Free Report) by 66.0% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for The Charles Schwab Corporation $SCHW Shares Sold by Hoertkorn Richard Charles

The Charles Schwab Corporation $SCHW Shares Sold by Hoertkorn Richard Charles

Hoertkorn Richard Charles reduced its position in The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 1.4% 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 Delphi Management Inc. MA Lowers Stake in The Goldman Sachs Group, Inc. $GS

Delphi Management Inc. MA Lowers Stake in The Goldman Sachs Group, Inc. $GS

Delphi Management Inc. MA lessened its holdings in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 4.7% during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Image for PancakeSwap One Day Volume Reaches $59.16 Million (CAKE)

PancakeSwap One Day Volume Reaches $59.16 Million (CAKE)

PancakeSwap (CAKE) traded 4.2% lower against the U.S. dollar during the twenty-four hour period ending at 7:00 AM E.T. on September 14th. PancakeSwap has a total market capitalization of $879.03 million and approximately $59.16 million... More of this article »
Image for Venus Tops 24-Hour Trading Volume of $8.65 Million (XVS)

Venus Tops 24-Hour Trading Volume of $8.65 Million (XVS)

Venus (XVS) traded 3.3% lower against the dollar during the 24 hour period ending at 7:00 AM E.T. on September 14th. During the last seven days, Venus has traded up 5.7% against the dollar. Venus has a market capitalization of $106.76... More of this article »
Image for AIREA (LON:AIEA) Shares Up 3.8%  – What’s Next?

AIREA (LON:AIEA) Shares Up 3.8% – What’s Next?

AIREA plc (LON:AIEA – Get Free Report) shot up 3.8% on Friday . The company traded as high as GBX 23.88 ($0.32) and last traded at GBX 23.88 ($0.32). 159 shares traded hands during mid-day trading, a decline of 99% from the average... More of this article »
Image for Analyzing Hanesbrands (NYSE:HBI) and Hugo Boss (OTCMKTS:BOSSY)

Analyzing Hanesbrands (NYSE:HBI) and Hugo Boss (OTCMKTS:BOSSY)

Hanesbrands (NYSE:HBI – Get Free Report) and Hugo Boss (OTCMKTS:BOSSY – Get Free Report) are both mid-cap consumer discretionary companies, but which is the better stock? We will contrast the two companies based on the... More of this article »
Image for Reviewing Aureus Greenway (AGH) and Its Peers

Reviewing Aureus Greenway (AGH) and Its Peers

Earnings & Valuation This table compares Aureus Greenway and its competitors gross revenue, earnings per share and valuation. Gross Revenue Net Income Price/Earnings Ratio Aureus Greenway $3.30 million -$180,000.00 -108.00 Aureus... More of this article »
Image for Critical Review: Adagio Medical (NASDAQ:ADGM) and Spectral Diagnostics (OTCMKTS:EDTXF)

Critical Review: Adagio Medical (NASDAQ:ADGM) and Spectral Diagnostics (OTCMKTS:EDTXF)

Profitability This table compares Adagio Medical and Spectral Diagnostics’ net margins, return on equity and return on assets. Net Margins Return on Equity Return on Assets Adagio Medical -12,465.28% -248.26% -125.31% Spectral... More of this article »
Image for Reviewing Guess? (NYSE:GES) & Forward Industries (NASDAQ:FORD)

Reviewing Guess? (NYSE:GES) & Forward Industries (NASDAQ:FORD)

Guess? (NYSE:GES – Get Free Report) and Forward Industries (NASDAQ:FORD – Get Free Report) are both small-cap consumer discretionary companies, but which is the superior business? We will compare the two businesses based... More of this article »
Image for Cresud S.A.C.I.F. y A. (NASDAQ:CRESY) versus N2OFF (NASDAQ:NITO) Head to Head Analysis

Cresud S.A.C.I.F. y A. (NASDAQ:CRESY) versus N2OFF (NASDAQ:NITO) Head to Head Analysis

Insider and Institutional Ownership 12.9% of Cresud S.A.C.I.F. y A. shares are held by institutional investors. Comparatively, 61.2% of N2OFF shares are held by institutional investors. 36.2% of Cresud S.A.C.I.F. y A. shares are held... More of this article »
Image for Xencor (NASDAQ:XNCR) vs. Centessa Pharmaceuticals (NASDAQ:CNTA) Head-To-Head Contrast

Xencor (NASDAQ:XNCR) vs. Centessa Pharmaceuticals (NASDAQ:CNTA) Head-To-Head Contrast

Centessa Pharmaceuticals (NASDAQ:CNTA – Get Free Report) and Xencor (NASDAQ:XNCR – Get Free Report) are both medical companies, but which is the superior business? We will contrast the two companies based on the strength... More of this article »
Image for Parnell Pharmaceuticals (OTCMKTS:PARNF) & BridgeBio Pharma (NASDAQ:BBIO) Head-To-Head Analysis

Parnell Pharmaceuticals (OTCMKTS:PARNF) & BridgeBio Pharma (NASDAQ:BBIO) Head-To-Head Analysis

Parnell Pharmaceuticals (OTCMKTS:PARNF – Get Free Report) and BridgeBio Pharma (NASDAQ:BBIO – Get Free Report) are both medical companies, but which is the superior investment? We will contrast the two companies based on... More of this article »
Image for Nexum Price Up 4.2% Over Last 7 Days (NEXM)

Nexum Price Up 4.2% Over Last 7 Days (NEXM)

Nexum (NEXM) traded 9.6% higher against the US dollar during the 24 hour period ending at 7:00 AM Eastern on September 14th. Nexum has a total market cap of $4.02 million and approximately $19.32 thousand worth of Nexum was traded... More of this article »
Image for Portal (IOU) Price Tops $1.62 on Top Exchanges (PORTAL)

Portal (IOU) Price Tops $1.62 on Top Exchanges (PORTAL)

Portal (IOU) (PORTAL) traded 4% lower against the US dollar during the 24-hour period ending at 7:00 AM ET on September 14th. Portal (IOU) has a total market cap of $2.63 billion and $124.59 thousand worth of Portal (IOU) was traded... More of this article »
Image for Algorand Trading Up 6.3% Over Last 7 Days (ALGO)

Algorand Trading Up 6.3% Over Last 7 Days (ALGO)

Algorand (ALGO) traded 3.3% lower against the dollar during the one day period ending at 7:00 AM Eastern on September 14th. Algorand has a total market cap of $2.15 billion and $104.78 million worth of Algorand was traded on exchanges... More of this article »
Image for Analyzing Taysha Gene Therapies (NASDAQ:TSHA) and Parnell Pharmaceuticals (OTCMKTS:PARNF)

Analyzing Taysha Gene Therapies (NASDAQ:TSHA) and Parnell Pharmaceuticals (OTCMKTS:PARNF)

Taysha Gene Therapies (NASDAQ:TSHA – Get Free Report) and Parnell Pharmaceuticals (OTCMKTS:PARNF – Get Free Report) are both medical companies, but which is the superior stock? We will contrast the two companies based on... More of this article »
Image for Aletheian Wealth Advisors LLC Makes New Investment in ServiceNow, Inc. $NOW

Aletheian Wealth Advisors LLC Makes New Investment in ServiceNow, Inc. $NOW

Aletheian Wealth Advisors LLC purchased a new position in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) during the second quarter, Holdings Channel.com reports. The institutional investor purchased 203 shares of the information... More of this article »
Image for Unum Group (NYSE:UNM) Given Average Recommendation of “Moderate Buy” by Brokerages

Unum Group (NYSE:UNM) Given Average Recommendation of “Moderate Buy” by Brokerages

Shares of Unum Group (NYSE:UNM – Get Free Report) have earned a consensus recommendation of “Moderate Buy” from the thirteen brokerages that are currently covering the company, Marketbeat.com reports. Four analysts... More of this article »
Image for Nova Wealth Management Inc. Sells 1,095 Shares of Invesco Aerospace & Defense ETF $PPA

Nova Wealth Management Inc. Sells 1,095 Shares of Invesco Aerospace & Defense ETF $PPA

Nova Wealth Management Inc. lowered its position in Invesco Aerospace & Defense ETF (NYSEARCA:PPA – Free Report) by 13.4% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Image for Count Limited (CUP) to Issue Final Dividend of $0.03 on October 6th

Count Limited (CUP) to Issue Final Dividend of $0.03 on October 6th

Count Limited (ASX:CUP – Get Free Report) announced a final dividend on Friday, August 29th, MarketIndexAU Dividends reports. Investors of record on Monday, October 6th will be given a dividend of 0.028 per share on Monday, October... More of this article »