C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors grew its holdings in shares of Dimensional U.S. Core Equity ...

WealthCare Investment Partners LLC lessened its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free ...

Hoxton Planning & Management LLC boosted its stake in shares of iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 18.6 ...

Atomi Financial Group Inc. lifted its position in shares of American Express (NYSE:AXP) by 6.7% during the third quarter, ...

StoneCrest Wealth Management Inc. lowered its position in iShares Semiconductor ETF (NASDAQ:SOXX – Free Report) by 11.8% in ...

Safir Wealth Advisors LLC acquired a new stake in shares of McDonald’s Co. (NYSE:MCD – Free Report) in the third quarter, ...

Future Financial Wealth Managment LLC acquired a new stake in Altria Group, Inc. (NYSE:MO – Free Report) in the 3rd quarter, ...

Dynamic Advisor Solutions LLC lessened its position in Deere & Company (NYSE:DE – Free Report) by 4.1% in the third quarter, ...

Park Place Capital Corp increased its holdings in shares of General Electric (NYSE:GE – Free Report) by 133.7% in the 3rd ...

Burkett Financial Services LLC grew its holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 2.6% during ...

Future Financial Wealth Managment LLC raised its stake in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 11.1% in the ...

Stordahl Capital Management Inc. cut its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) ...