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Image for Kovitz Investment Group Partners LLC Sells 51,806 Shares of Schwab U.S. TIPS ETF (NYSEARCA:SCHP)

Kovitz Investment Group Partners LLC Sells 51,806 Shares of Schwab U.S. TIPS ETF (NYSEARCA:SCHP)

Kovitz Investment Group Partners LLC cut its holdings in shares of Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Get Rating) by 56.4% in the 1st quarter, HoldingsChannel reports. The firm owned 40,009 shares of the company’s stock... More of this article »
Image for Kovitz Investment Group Partners LLC Lowers Position in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)

Kovitz Investment Group Partners LLC Lowers Position in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)

Kovitz Investment Group Partners LLC cut its stake in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Get Rating) by 3.5% during the 1st quarter, Holdings Channel.com reports. The firm owned 28,930 shares of the company’s... More of this article »
Image for Welch & Forbes LLC Trims Position in The PNC Financial Services Group, Inc. (NYSE:PNC)

Welch & Forbes LLC Trims Position in The PNC Financial Services Group, Inc. (NYSE:PNC)

Welch & Forbes LLC lessened its stake in The PNC Financial Services Group, Inc. (NYSE:PNC – Get Rating) by 1.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Mascoma Wealth Management LLC Buys 132 Shares of Trane Technologies plc (NYSE:TT)

Mascoma Wealth Management LLC Buys 132 Shares of Trane Technologies plc (NYSE:TT)

Mascoma Wealth Management LLC increased its stake in Trane Technologies plc (NYSE:TT – Get Rating) by 24.4% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Image for Weyerhaeuser (NYSE:WY) Position Boosted by Balasa Dinverno & Foltz LLC

Weyerhaeuser (NYSE:WY) Position Boosted by Balasa Dinverno & Foltz LLC

Balasa Dinverno & Foltz LLC lifted its stake in shares of Weyerhaeuser (NYSE:WY – Get Rating) by 41.3% during the 1st quarter, HoldingsChannel.com reports. The firm owned 16,438 shares of the real estate investment trust’s... More of this article »
Image for Pendal Group Ltd Acquires 2,161 Shares of Pool Co. (NASDAQ:POOL)

Pendal Group Ltd Acquires 2,161 Shares of Pool Co. (NASDAQ:POOL)

Pendal Group Ltd boosted its position in Pool Co. (NASDAQ:POOL – Get Rating) by 77.5% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned... More of this article »
Image for Mascoma Wealth Management LLC Acquires 276 Shares of Illinois Tool Works Inc. (NYSE:ITW)

Mascoma Wealth Management LLC Acquires 276 Shares of Illinois Tool Works Inc. (NYSE:ITW)

Mascoma Wealth Management LLC boosted its holdings in shares of Illinois Tool Works Inc. (NYSE:ITW – Get Rating) by 67.6% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Balasa Dinverno & Foltz LLC Boosts Holdings in Northrop Grumman Co. (NYSE:NOC)

Balasa Dinverno & Foltz LLC Boosts Holdings in Northrop Grumman Co. (NYSE:NOC)

Balasa Dinverno & Foltz LLC boosted its position in shares of Northrop Grumman Co. (NYSE:NOC – Get Rating) by 2.6% in the first quarter, HoldingsChannel reports. The fund owned 1,584 shares of the aerospace company’s... More of this article »
Image for Douglas Lane & Associates LLC Buys 26,298 Shares of Organon & Co. (NYSE:OGN)

Douglas Lane & Associates LLC Buys 26,298 Shares of Organon & Co. (NYSE:OGN)

Douglas Lane & Associates LLC boosted its stake in shares of Organon & Co. (NYSE:OGN – Get Rating) by 14.8% during the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for DB Fitzpatrick & Co Inc Has $3.41 Million Stock Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)

DB Fitzpatrick & Co Inc Has $3.41 Million Stock Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)

DB Fitzpatrick & Co Inc boosted its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Get Rating) by 0.4% in the first quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for Westside Investment Management Inc. Cuts Stake in Cigna Co. (NYSE:CI)

Westside Investment Management Inc. Cuts Stake in Cigna Co. (NYSE:CI)

Westside Investment Management Inc. reduced its position in Cigna Co. (NYSE:CI – Get Rating) by 4.3% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Image for Mascoma Wealth Management LLC Has $99,000 Stock Position in Wells Fargo & Company (NYSE:WFC)

Mascoma Wealth Management LLC Has $99,000 Stock Position in Wells Fargo & Company (NYSE:WFC)

Mascoma Wealth Management LLC increased its position in shares of Wells Fargo & Company (NYSE:WFC) by 18.2% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Mascoma Wealth Management LLC Boosts Position in Edwards Lifesciences Co. (NYSE:EW)

Mascoma Wealth Management LLC Boosts Position in Edwards Lifesciences Co. (NYSE:EW)

Mascoma Wealth Management LLC boosted its holdings in shares of Edwards Lifesciences Co. (NYSE:EW – Get Rating) by 112.3% in the first quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Mascoma Wealth Management LLC Makes New $138,000 Investment in iShares ESG Advanced Total USD Bond Market ETF (NYSEARCA:EUSB)

Mascoma Wealth Management LLC Makes New $138,000 Investment in iShares ESG Advanced Total USD Bond Market ETF (NYSEARCA:EUSB)

Mascoma Wealth Management LLC purchased a new position in iShares ESG Advanced Total USD Bond Market ETF (NYSEARCA:EUSB – Get Rating) during the first quarter, according to the company in its most recent Form 13F filing with... More of this article »
Image for Mascoma Wealth Management LLC Has $116,000 Position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Mascoma Wealth Management LLC Has $116,000 Position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Mascoma Wealth Management LLC raised its holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Get Rating) by 354.0% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Welch & Forbes LLC Sells 59 Shares of Tesla, Inc. (NASDAQ:TSLA)

Welch & Forbes LLC Sells 59 Shares of Tesla, Inc. (NASDAQ:TSLA)

Welch & Forbes LLC trimmed its position in shares of Tesla, Inc. (NASDAQ:TSLA – Get Rating) by 4.0% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 1,399 shares of the electric vehicle... More of this article »
Image for Douglas Lane & Associates LLC Decreases Holdings in Raytheon Technologies Co. (NYSE:RTX)

Douglas Lane & Associates LLC Decreases Holdings in Raytheon Technologies Co. (NYSE:RTX)

Douglas Lane & Associates LLC trimmed its holdings in shares of Raytheon Technologies Co. (NYSE:RTX – Get Rating) by 3.7% in the first quarter, Holdings Channel reports. The institutional investor owned 6,026 shares of... More of this article »
Image for Douglas Lane & Associates LLC Makes New $2.27 Million Investment in Steelcase Inc. (NYSE:SCS)

Douglas Lane & Associates LLC Makes New $2.27 Million Investment in Steelcase Inc. (NYSE:SCS)

Douglas Lane & Associates LLC bought a new position in shares of Steelcase Inc. (NYSE:SCS – Get Rating) in the first quarter, according to the company in its most recent filing with the SEC. The institutional investor ... More of this article »
Image for Mascoma Wealth Management LLC Acquires New Position in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Mascoma Wealth Management LLC Acquires New Position in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Mascoma Wealth Management LLC acquired a new stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Get Rating) during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Welch & Forbes LLC Purchases 195 Shares of SPDR Gold Shares (NYSEARCA:GLD)

Welch & Forbes LLC Purchases 195 Shares of SPDR Gold Shares (NYSEARCA:GLD)

Welch & Forbes LLC increased its position in SPDR Gold Shares (NYSEARCA:GLD – Get Rating) by 7.1% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 2,942 shares of the exchange traded... More of this article »
Image for Kovitz Investment Group Partners LLC Reduces Stock Holdings in eBay Inc. (NASDAQ:EBAY)

Kovitz Investment Group Partners LLC Reduces Stock Holdings in eBay Inc. (NASDAQ:EBAY)

Kovitz Investment Group Partners LLC cut its position in shares of eBay Inc. (NASDAQ:EBAY – Get Rating) by 29.8% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 57,363 shares of the e-commerce... More of this article »
Image for Kovitz Investment Group Partners LLC Trims Position in Paychex, Inc. (NASDAQ:PAYX)

Kovitz Investment Group Partners LLC Trims Position in Paychex, Inc. (NASDAQ:PAYX)

Kovitz Investment Group Partners LLC decreased its position in shares of Paychex, Inc. (NASDAQ:PAYX – Get Rating) by 5.8% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 16,858 shares of... More of this article »
Image for Balasa Dinverno & Foltz LLC Buys 405 Shares of The Charles Schwab Co. (NYSE:SCHW)

Balasa Dinverno & Foltz LLC Buys 405 Shares of The Charles Schwab Co. (NYSE:SCHW)

Balasa Dinverno & Foltz LLC grew its stake in shares of The Charles Schwab Co. (NYSE:SCHW – Get Rating) by 6.1% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 6,998 shares of the financial... More of this article »
Image for Mission Wealth Management LP Grows Position in Ford Motor (NYSE:F)

Mission Wealth Management LP Grows Position in Ford Motor (NYSE:F)

Mission Wealth Management LP raised its position in shares of Ford Motor (NYSE:F – Get Rating) by 3.5% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 31,952 shares of the auto manufacturer’s... More of this article »
Image for CVA Family Office LLC Raises Stock Holdings in AbbVie Inc. (NYSE:ABBV)

CVA Family Office LLC Raises Stock Holdings in AbbVie Inc. (NYSE:ABBV)

CVA Family Office LLC increased its stake in shares of AbbVie Inc. (NYSE:ABBV – Get Rating) by 32.6% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 2,786 shares of the... More of this article »