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Image about Schneider Downs Wealth Management Advisors LP Sells 578 Shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM)

Schneider Downs Wealth Management Advisors LP Sells 578 Shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM)

Schneider Downs Wealth Management Advisors LP lessened its stake in shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 6.5% in the 4th quarter, according to its most recent 13F filing with the Securities... More of this article »
Image about Paragon Private Wealth Management LLC Increases Stake in McDonald’s Co. (NYSE:MCD)

Paragon Private Wealth Management LLC Increases Stake in McDonald’s Co. (NYSE:MCD)

Paragon Private Wealth Management LLC lifted its stake in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 6.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image about Paragon Private Wealth Management LLC Has $2.34 Million Stock Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Paragon Private Wealth Management LLC Has $2.34 Million Stock Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Paragon Private Wealth Management LLC grew its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 13.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image about Gladstone Institutional Advisory LLC Lowers Position in Accenture plc (NYSE:ACN)

Gladstone Institutional Advisory LLC Lowers Position in Accenture plc (NYSE:ACN)

Gladstone Institutional Advisory LLC reduced its position in shares of Accenture plc (NYSE:ACN – Free Report) by 0.3% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image about Gladstone Institutional Advisory LLC Grows Stock Holdings in ConocoPhillips (NYSE:COP)

Gladstone Institutional Advisory LLC Grows Stock Holdings in ConocoPhillips (NYSE:COP)

Gladstone Institutional Advisory LLC lifted its position in shares of ConocoPhillips (NYSE:COP – Free Report) by 2.2% in the fourth quarter, HoldingsChannel.com reports. The firm owned 50,275 shares of the energy producer’s... More of this article »
Image about NFC Investments LLC Makes New $6.94 Million Investment in American International Group, Inc. (NYSE:AIG)

NFC Investments LLC Makes New $6.94 Million Investment in American International Group, Inc. (NYSE:AIG)

NFC Investments LLC purchased a new stake in American International Group, Inc. (NYSE:AIG – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The firm purchased 102,438 shares of the... More of this article »
Image about Gladstone Institutional Advisory LLC Has $7.45 Million Stock Position in International Business Machines Co. (NYSE:IBM)

Gladstone Institutional Advisory LLC Has $7.45 Million Stock Position in International Business Machines Co. (NYSE:IBM)

Gladstone Institutional Advisory LLC lessened its position in International Business Machines Co. (NYSE:IBM – Free Report) by 1.7% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 45,520... More of this article »
Image about Schneider Downs Wealth Management Advisors LP Sells 241 Shares of PepsiCo, Inc. (NASDAQ:PEP)

Schneider Downs Wealth Management Advisors LP Sells 241 Shares of PepsiCo, Inc. (NASDAQ:PEP)

Schneider Downs Wealth Management Advisors LP lowered its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 16.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image about Meta Platforms, Inc. (NASDAQ:META) Shares Acquired by Crake Asset Management LLP

Meta Platforms, Inc. (NASDAQ:META) Shares Acquired by Crake Asset Management LLP

Crake Asset Management LLP increased its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 28.6% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 91,300... More of this article »
Image about Invesco QQQ (NASDAQ:QQQ) Shares Acquired by Paragon Private Wealth Management LLC

Invesco QQQ (NASDAQ:QQQ) Shares Acquired by Paragon Private Wealth Management LLC

Paragon Private Wealth Management LLC grew its holdings in Invesco QQQ (NASDAQ:QQQ – Free Report) by 12.8% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund... More of this article »
Image about Paragon Private Wealth Management LLC Acquires 24 Shares of KLA Co. (NASDAQ:KLAC)

Paragon Private Wealth Management LLC Acquires 24 Shares of KLA Co. (NASDAQ:KLAC)

Paragon Private Wealth Management LLC boosted its holdings in KLA Co. (NASDAQ:KLAC – Free Report) by 2.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image about Paragon Private Wealth Management LLC Increases Stake in Union Pacific Co. (NYSE:UNP)

Paragon Private Wealth Management LLC Increases Stake in Union Pacific Co. (NYSE:UNP)

Paragon Private Wealth Management LLC boosted its holdings in Union Pacific Co. (NYSE:UNP – Free Report) by 8.3% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 2,939 shares of the... More of this article »
Image about Paragon Private Wealth Management LLC Reduces Holdings in American Express (NYSE:AXP)

Paragon Private Wealth Management LLC Reduces Holdings in American Express (NYSE:AXP)

Paragon Private Wealth Management LLC lowered its stake in shares of American Express (NYSE:AXP) by 9.3% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 4,458 shares of the payment services... More of this article »
Image about Paragon Private Wealth Management LLC Has $609,000 Stock Position in Broadcom Inc. (NASDAQ:AVGO)

Paragon Private Wealth Management LLC Has $609,000 Stock Position in Broadcom Inc. (NASDAQ:AVGO)

Paragon Private Wealth Management LLC lifted its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 33.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Image about Gladstone Institutional Advisory LLC Grows Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Gladstone Institutional Advisory LLC Grows Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Gladstone Institutional Advisory LLC raised its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 4.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »