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iShares Core Growth Allocation ETF (AOR) Holdings Raised by Stokes & Hubbell Capital Management LLC

iShares Core Growth Allocation ETF (AOR) Holdings Raised by Stokes & Hubbell Capital Management LLC

Stokes & Hubbell Capital Management LLC raised its holdings in shares of iShares Core Growth Allocation ETF (NYSEARCA:AOR) by 15.3% during the third quarter, according to the company in its most recent disclosure with the Securities... 
WoodTrust Financial Corp Purchases 988 Shares of Duke Energy Corp (DUK)

WoodTrust Financial Corp Purchases 988 Shares of Duke Energy Corp (DUK)

WoodTrust Financial Corp boosted its position in shares of Duke Energy Corp (NYSE:DUK) by 2.8% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 36,785 shares of the... 
iShares Russell 1000 Value ETF (IWD) Position Boosted by Truewealth LLC

iShares Russell 1000 Value ETF (IWD) Position Boosted by Truewealth LLC

Truewealth LLC boosted its holdings in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 6.8% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned... 
Truewealth LLC Has $411,000 Position in Vanguard Small-Cap Value ETF (VBR)

Truewealth LLC Has $411,000 Position in Vanguard Small-Cap Value ETF (VBR)

Truewealth LLC cut its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 16.9% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,946 shares of the... 
Vanguard High Dividend Yield ETF (VYM) Shares Bought by Stokes & Hubbell Capital Management LLC

Vanguard High Dividend Yield ETF (VYM) Shares Bought by Stokes & Hubbell Capital Management LLC

Stokes & Hubbell Capital Management LLC boosted its holdings in Vanguard High Dividend Yield ETF (NYSEARCA:VYM) by 1.6% during the third quarter, according to the company in its most recent filing with the Securities and Exchange... 
Stokes & Hubbell Capital Management LLC Has $3.64 Million Stake in Philip Morris International Inc. (PM)

Stokes & Hubbell Capital Management LLC Has $3.64 Million Stake in Philip Morris International Inc. (PM)

Stokes & Hubbell Capital Management LLC trimmed its position in Philip Morris International Inc. (NYSE:PM) by 8.3% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The... 
Verity & Verity LLC Trims Position in Genuine Parts (GPC)

Verity & Verity LLC Trims Position in Genuine Parts (GPC)

Verity & Verity LLC lessened its holdings in Genuine Parts (NYSE:GPC) by 1.4% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 47,483 shares of the specialty retailer’s stock... 
Verity & Verity LLC Has $2.77 Million Stake in Hanesbrands Inc. (HBI)

Verity & Verity LLC Has $2.77 Million Stake in Hanesbrands Inc. (HBI)

Verity & Verity LLC grew its stake in Hanesbrands Inc. (NYSE:HBI) by 6.7% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 150,044 shares of the textile maker’s stock after acquiring an additional 9,459... 
Verity & Verity LLC Sells 12,757 Shares of VF Corp (VFC)

Verity & Verity LLC Sells 12,757 Shares of VF Corp (VFC)

Verity & Verity LLC cut its holdings in shares of VF Corp (NYSE:VFC) by 11.3% in the 3rd quarter, HoldingsChannel reports. The fund owned 99,722 shares of the textile maker’s stock after selling 12,757 shares during the... 
First American Bank Buys New Stake in BB&T Co. (BBT)

First American Bank Buys New Stake in BB&T Co. (BBT)

First American Bank bought a new position in shares of BB&T Co. (NYSE:BBT) during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 60,485 shares of the... 
First American Bank Invests $7.14 Million in Marriott International Inc (MAR)

First American Bank Invests $7.14 Million in Marriott International Inc (MAR)

First American Bank acquired a new stake in Marriott International Inc (NASDAQ:MAR) in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 54,108 shares of the... 
47,304 Shares in Emerson Electric Co. (EMR) Purchased by First American Bank

47,304 Shares in Emerson Electric Co. (EMR) Purchased by First American Bank

First American Bank bought a new position in Emerson Electric Co. (NYSE:EMR) during the 3rd quarter, Holdings Channel reports. The firm bought 47,304 shares of the industrial products company’s stock, valued at approximately... 
Verity & Verity LLC Sells 3,904 Shares of Hasbro, Inc. (HAS)

Verity & Verity LLC Sells 3,904 Shares of Hasbro, Inc. (HAS)

Verity & Verity LLC cut its holdings in shares of Hasbro, Inc. (NASDAQ:HAS) by 25.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... 
Regal Wealth Group Inc. Sells 425 Shares of Rockwell Automation (ROK)

Regal Wealth Group Inc. Sells 425 Shares of Rockwell Automation (ROK)

Regal Wealth Group Inc. lessened its stake in shares of Rockwell Automation (NYSE:ROK) by 1.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 31,040... 
iShares S&P 500 Value ETF (IVE) Stake Lessened by Paragon Wealth Strategies LLC

iShares S&P 500 Value ETF (IVE) Stake Lessened by Paragon Wealth Strategies LLC

Paragon Wealth Strategies LLC lowered its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 7.6% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 21,323 shares of the company’s... 
Monte Financial Group LLC Increases Holdings in Texas Instruments Incorporated (TXN)

Monte Financial Group LLC Increases Holdings in Texas Instruments Incorporated (TXN)

Monte Financial Group LLC boosted its stake in Texas Instruments Incorporated (NASDAQ:TXN) by 43.8% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 17,398 shares of the semiconductor... 
Private Capital Advisors Inc. Has $350,000 Position in Tesla Inc (TSLA)

Private Capital Advisors Inc. Has $350,000 Position in Tesla Inc (TSLA)

Private Capital Advisors Inc. reduced its position in shares of Tesla Inc (NASDAQ:TSLA) by 12.8% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,321 shares... 
iShares Nasdaq Biotechnology ETF (IBB) Holdings Increased by Private Capital Advisors Inc.

iShares Nasdaq Biotechnology ETF (IBB) Holdings Increased by Private Capital Advisors Inc.

Private Capital Advisors Inc. raised its position in shares of iShares Nasdaq Biotechnology ETF (NASDAQ:IBB) by 0.9% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... 
Private Capital Advisors Inc. Sells 1,318 Shares of Liberty Broadband Corp Series C (LBRDK)

Private Capital Advisors Inc. Sells 1,318 Shares of Liberty Broadband Corp Series C (LBRDK)

Private Capital Advisors Inc. lessened its stake in Liberty Broadband Corp Series C (NASDAQ:LBRDK) by 8.6% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... 
Monte Financial Group LLC Cuts Position in Target Co. (TGT)

Monte Financial Group LLC Cuts Position in Target Co. (TGT)

Monte Financial Group LLC trimmed its position in shares of Target Co. (NYSE:TGT) by 4.4% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 47,553 shares of the retailer’s stock after... 
Global Trust Asset Management LLC Sells 3,126 Shares of Vanguard Small-Cap Growth ETF (VBK)

Global Trust Asset Management LLC Sells 3,126 Shares of Vanguard Small-Cap Growth ETF (VBK)

Global Trust Asset Management LLC decreased its holdings in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) by 45.0% in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 3,822 shares of the... 
Adams Asset Advisors LLC Invests $871,000 in Schweitzer-Mauduit International, Inc. (SWM) Stock

Adams Asset Advisors LLC Invests $871,000 in Schweitzer-Mauduit International, Inc. (SWM) Stock

Adams Asset Advisors LLC bought a new position in Schweitzer-Mauduit International, Inc. (NYSE:SWM) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 22,745... 
Global Trust Asset Management LLC Invests $333,000 in 1ST TR EXCHANGE/NYSE ARCA BIOTECHNO (FBT)

Global Trust Asset Management LLC Invests $333,000 in 1ST TR EXCHANGE/NYSE ARCA BIOTECHNO (FBT)

Global Trust Asset Management LLC acquired a new stake in 1ST TR EXCHANGE/NYSE ARCA BIOTECHNO (BMV:FBT) in the third quarter, HoldingsChannel reports. The institutional investor acquired 2,100 shares of the company’s stock,... 
IBM (IBM) Shares Bought by Adams Asset Advisors LLC

IBM (IBM) Shares Bought by Adams Asset Advisors LLC

Adams Asset Advisors LLC lifted its holdings in shares of IBM (NYSE:IBM) by 14.0% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 48,705 shares of the technology company’s stock... 
Global Trust Asset Management LLC Has $1.47 Million Stake in iShares Core S&P Small-Cap ETF (IJR)

Global Trust Asset Management LLC Has $1.47 Million Stake in iShares Core S&P Small-Cap ETF (IJR)

Global Trust Asset Management LLC decreased its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 26.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... 
Adams Asset Advisors LLC Sells 10,413 Shares of Kinder Morgan Inc (KMI)

Adams Asset Advisors LLC Sells 10,413 Shares of Kinder Morgan Inc (KMI)

Adams Asset Advisors LLC cut its holdings in Kinder Morgan Inc (NYSE:KMI) by 5.8% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 168,411 shares of the pipeline company’s stock after... 
First American Bank Takes $10.63 Million Position in Broadcom Inc (AVGO)

First American Bank Takes $10.63 Million Position in Broadcom Inc (AVGO)

First American Bank purchased a new position in Broadcom Inc (NASDAQ:AVGO) during the third quarter, HoldingsChannel.com reports. The institutional investor purchased 43,067 shares of the semiconductor manufacturer’s stock,... 
Louisiana State Employees Retirement System Has $4.40 Million Holdings in American Express (AXP)

Louisiana State Employees Retirement System Has $4.40 Million Holdings in American Express (AXP)

Louisiana State Employees Retirement System lowered its position in shares of American Express (NYSE:AXP) by 1.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... 
Louisiana State Employees Retirement System Sells 300 Shares of Adobe Systems Incorporated (ADBE)

Louisiana State Employees Retirement System Sells 300 Shares of Adobe Systems Incorporated (ADBE)

Louisiana State Employees Retirement System lessened its stake in Adobe Systems Incorporated (NASDAQ:ADBE) by 1.0% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 28,700 shares of the software... 
Invesco BulletShares 2022 Corporate Bond ETF (BSCM) Position Increased by Eastern Bank

Invesco BulletShares 2022 Corporate Bond ETF (BSCM) Position Increased by Eastern Bank

Eastern Bank lifted its position in Invesco BulletShares 2022 Corporate Bond ETF (NYSEARCA:BSCM) by 1.9% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... 
Xcel Energy Inc (XEL) Position Trimmed by Eastern Bank

Xcel Energy Inc (XEL) Position Trimmed by Eastern Bank

Eastern Bank cut its holdings in shares of Xcel Energy Inc (NYSE:XEL) by 1.0% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 251,578 shares of the utilities provider’s stock after selling... 
Tyler Technologies, Inc. (TYL) Stake Lifted by Louisiana State Employees Retirement System

Tyler Technologies, Inc. (TYL) Stake Lifted by Louisiana State Employees Retirement System

Louisiana State Employees Retirement System increased its holdings in shares of Tyler Technologies, Inc. (NYSE:TYL) by 10.4% during the third quarter, HoldingsChannel reports. The institutional investor owned 10,600 shares of the... 
Louisiana State Employees Retirement System Sells 500 Shares of Charter Communications Inc (CHTR)

Louisiana State Employees Retirement System Sells 500 Shares of Charter Communications Inc (CHTR)

Louisiana State Employees Retirement System trimmed its stake in Charter Communications Inc (NASDAQ:CHTR) by 4.6% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund... 
Eastern Bank Reduces Stake in Public Service Enterprise Group Inc. (PEG)

Eastern Bank Reduces Stake in Public Service Enterprise Group Inc. (PEG)

Eastern Bank lowered its stake in shares of Public Service Enterprise Group Inc. (NYSE:PEG) by 4.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 48,044... 
Hudock Capital Group LLC Has $716,000 Stake in VanEck Vectors J.P. Morgan EM Local Currency Bond ETF (EMLC)

Hudock Capital Group LLC Has $716,000 Stake in VanEck Vectors J.P. Morgan EM Local Currency Bond ETF (EMLC)

Hudock Capital Group LLC cut its position in VanEck Vectors J.P. Morgan EM Local Currency Bond ETF (NYSEARCA:EMLC) by 58.6% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 43,543 shares of the company’s... 
Hudock Capital Group LLC Has $12.59 Million Holdings in iShares 7-10 Year Treasury Bond ETF (IEF)

Hudock Capital Group LLC Has $12.59 Million Holdings in iShares 7-10 Year Treasury Bond ETF (IEF)

Hudock Capital Group LLC grew its position in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF) by 1.7% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 124,466 shares of the... 
Hudock Capital Group LLC Has $192,000 Stake in iShares MSCI EAFE ETF (EFA)

Hudock Capital Group LLC Has $192,000 Stake in iShares MSCI EAFE ETF (EFA)

Hudock Capital Group LLC grew its position in iShares MSCI EAFE ETF (NYSEARCA:EFA) by 47.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund... 
Schwab U.S. TIPs ETF (SCHP) Shares Sold by Hudock Capital Group LLC

Schwab U.S. TIPs ETF (SCHP) Shares Sold by Hudock Capital Group LLC

Hudock Capital Group LLC reduced its stake in shares of Schwab U.S. TIPs ETF (NYSEARCA:SCHP) by 18.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund... 
Norway Savings Bank Sells 2,275 Shares of Baxter International Inc (BAX)

Norway Savings Bank Sells 2,275 Shares of Baxter International Inc (BAX)

Norway Savings Bank cut its stake in shares of Baxter International Inc (NYSE:BAX) by 20.9% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 8,590... 
iShares Edge MSCI Min Vol USA ETF (USMV) is Portfolio Solutions LLC’s 10th Largest Position

iShares Edge MSCI Min Vol USA ETF (USMV) is Portfolio Solutions LLC’s 10th Largest Position

Portfolio Solutions LLC raised its position in iShares Edge MSCI Min Vol USA ETF (BATS:USMV) by 31.0% during the third quarter, according to its most recent 13F filing with the SEC. The fund owned 32,627 shares of the company’s... 
Ronna Sue Cohen Takes $3.97 Million Position in W W Grainger Inc (GWW)

Ronna Sue Cohen Takes $3.97 Million Position in W W Grainger Inc (GWW)

Ronna Sue Cohen acquired a new stake in W W Grainger Inc (NYSE:GWW) during the third quarter, HoldingsChannel reports. The fund acquired 11,106 shares of the industrial products company’s stock, valued at approximately $3,969,000.... 
Vanguard Total Bond Market ETF (BND) Position Increased by Portfolio Solutions LLC

Vanguard Total Bond Market ETF (BND) Position Increased by Portfolio Solutions LLC

Portfolio Solutions LLC boosted its stake in Vanguard Total Bond Market ETF (NYSEARCA:BND) by 188.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... 
Schlumberger Limited. (SLB) Holdings Reduced by Nisa Investment Advisors LLC

Schlumberger Limited. (SLB) Holdings Reduced by Nisa Investment Advisors LLC

Nisa Investment Advisors LLC lowered its stake in Schlumberger Limited. (NYSE:SLB) by 6.0% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 459,510... 
Tealwood Asset Management Inc. Trims Stake in MGIC Investment Corp. (MTG)

Tealwood Asset Management Inc. Trims Stake in MGIC Investment Corp. (MTG)

Tealwood Asset Management Inc. reduced its stake in shares of MGIC Investment Corp. (NYSE:MTG) by 2.2% in the third quarter, HoldingsChannel.com reports. The fund owned 255,890 shares of the insurance provider’s stock after... 
Tealwood Asset Management Inc. Has $2.94 Million Position in Nextera Energy Partners LP (NEP)

Tealwood Asset Management Inc. Has $2.94 Million Position in Nextera Energy Partners LP (NEP)

Tealwood Asset Management Inc. lowered its stake in shares of Nextera Energy Partners LP (NYSE:NEP) by 3.0% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned... 
Tealwood Asset Management Inc. Takes Position in Delta Air Lines, Inc. (DAL)

Tealwood Asset Management Inc. Takes Position in Delta Air Lines, Inc. (DAL)

Tealwood Asset Management Inc. bought a new position in shares of Delta Air Lines, Inc. (NYSE:DAL) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The... 
Southside Bancshares, Inc. (SBSI) Holdings Cut by Tributary Capital Management LLC

Southside Bancshares, Inc. (SBSI) Holdings Cut by Tributary Capital Management LLC

Tributary Capital Management LLC cut its position in Southside Bancshares, Inc. (NASDAQ:SBSI) by 41.7% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 295,219 shares of the bank’s stock... 
Tributary Capital Management LLC Lowers Position in Granite Construction Inc. (GVA)

Tributary Capital Management LLC Lowers Position in Granite Construction Inc. (GVA)

Tributary Capital Management LLC trimmed its position in shares of Granite Construction Inc. (NYSE:GVA) by 45.9% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 237,230 shares of the construction company’s... 
Tealwood Asset Management Inc. Invests $5.51 Million in Ebix Inc (EBIX)

Tealwood Asset Management Inc. Invests $5.51 Million in Ebix Inc (EBIX)

Tealwood Asset Management Inc. acquired a new position in shares of Ebix Inc (NASDAQ:EBIX) during the third quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 69,664 shares of the technology... 
Ronna Sue Cohen Buys Shares of 9,240 Dicks Sporting Goods Inc (DKS)

Ronna Sue Cohen Buys Shares of 9,240 Dicks Sporting Goods Inc (DKS)

Ronna Sue Cohen bought a new position in Dicks Sporting Goods Inc (NYSE:DKS) in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor bought 9,240 shares of the sporting...