OFC Financial Planning LLC bought a new stake in Vanguard ESG US Stock ETF (BATS:ESGV – Free Report) during the fourth ...

Dohj LLC lessened its position in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 72.6% in the fourth quarter, ...

Chicago Partners Investment Group LLC trimmed its position in shares of iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – ...

Evermay Wealth Management LLC lowered its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 4.6% in ...

KG&L Capital Management LLC lowered its position in shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Free Report) by 7.5% ...

SeaBridge Investment Advisors LLC increased its holdings in shares of Citigroup Inc. (NYSE:C – Free Report) by 22.0% during ...

Chubb (NYSE:CB – Free Report) had its price objective raised by Keefe, Bruyette & Woods from $328.00 to $329.00 in a research ...

Independence Bank of Kentucky reduced its stake in shares of U.S. Bancorp (NYSE:USB – Free Report) by 1.8% in the fourth ...

KG&L Capital Management LLC raised its stake in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) by 3.6% in the 4th ...

Abundance Wealth Counselors trimmed its stake in MicroStrategy Incorporated (NASDAQ:MSTR – Free Report) by 3.6% during the ...

Haven Global Partners LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM – ...

Evermay Wealth Management LLC lifted its position in shares of Rockwell Automation, Inc. (NYSE:ROK – Free Report) by 7.3% ...