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Assenagon Asset Management S.A. Has $12.75 Million Stake in

Assenagon Asset Management S.A. Has $12.75 Million Stake in American Financial Group, Inc. $AFG

Assenagon Asset Management S.A. increased its holdings in shares of American Financial Group, Inc. (NYSE:AFG – Free Report) by 3,295.3% in the...
Fastenal Company $FAST Shares Acquired by Assenagon Asset Ma

Fastenal Company $FAST Shares Acquired by Assenagon Asset Management S.A.

Assenagon Asset Management S.A. raised its position in shares of Fastenal Company (NASDAQ:FAST – Free Report) by 20.2% during the 4th quarter,...
Diversified Trust Co. Takes $787,000 Position in Bruker Corp

Diversified Trust Co. Takes $787,000 Position in Bruker Corporation $BRKR

Diversified Trust Co. purchased a new stake in shares of Bruker Corporation (NASDAQ:BRKR – Free Report) during the fourth quarter, according to...
Dynamic Advisor Solutions LLC Reduces Stock Position in Capi

Dynamic Advisor Solutions LLC Reduces Stock Position in Capital Group International Focus Equity ETF $CGXU

Dynamic Advisor Solutions LLC trimmed its position in Capital Group International Focus Equity ETF (NYSEARCA:CGXU – Free Report) by 83.7% in...
Dynamic Advisor Solutions LLC Decreases Stock Holdings in Sa

Dynamic Advisor Solutions LLC Decreases Stock Holdings in Sanofi $SNY

Dynamic Advisor Solutions LLC reduced its stake in shares of Sanofi (NASDAQ:SNY – Free Report) by 87.8% during the 4th quarter, according to...
Fastenal Company $FAST Shares Acquired by Assenagon Asset Ma

Fastenal Company $FAST Shares Acquired by Assenagon Asset Management S.A.

Assenagon Asset Management S.A. raised its position in shares of Fastenal Company (NASDAQ:FAST – Free Report) by 20.2% during the 4th quarter,...
Diversified Trust Co. Invests $776,000 in Archrock, Inc. $AR

Diversified Trust Co. Invests $776,000 in Archrock, Inc. $AROC

Diversified Trust Co. acquired a new position in Archrock, Inc. (NYSE:AROC – Free Report) in the fourth quarter, according to its most recent...
Diversified Trust Co. Purchases New Shares in Waste Connecti

Diversified Trust Co. Purchases New Shares in Waste Connections, Inc. $WCN

Diversified Trust Co. bought a new stake in shares of Waste Connections, Inc. (NYSE:WCN – Free Report) during the fourth quarter, according to...
Diversified Trust Co. Purchases New Shares in Waste Connecti

Diversified Trust Co. Purchases New Shares in Waste Connections, Inc. $WCN

Diversified Trust Co. bought a new stake in shares of Waste Connections, Inc. (NYSE:WCN – Free Report) during the fourth quarter, according to...
Dynamic Advisor Solutions LLC Sells 14,058 Shares of Nuveen

Dynamic Advisor Solutions LLC Sells 14,058 Shares of Nuveen ESG Mid-Cap Growth ETF $NUMG

Dynamic Advisor Solutions LLC decreased its position in Nuveen ESG Mid-Cap Growth ETF (BATS:NUMG – Free Report) by 65.0% during the fourth...
Dynamic Advisor Solutions LLC Decreases Stock Holdings in Sa

Dynamic Advisor Solutions LLC Decreases Stock Holdings in Sanofi $SNY

Dynamic Advisor Solutions LLC reduced its stake in shares of Sanofi (NASDAQ:SNY – Free Report) by 87.8% during the 4th quarter, according to...
Diversified Trust Co. Purchases New Position in Ameris Banco

Diversified Trust Co. Purchases New Position in Ameris Bancorp $ABCB

Diversified Trust Co. acquired a new position in Ameris Bancorp (NASDAQ:ABCB – Free Report) in the fourth quarter, according to its most recent...
Diversified Trust Co. Takes Position in Western Midstream Pa

Diversified Trust Co. Takes Position in Western Midstream Partners, LP $WES

Diversified Trust Co. acquired a new position in shares of Western Midstream Partners, LP (NYSE:WES – Free Report) in the 4th quarter,...
Diversified Trust Co. Invests $837,000 in Western Digital Co

Diversified Trust Co. Invests $837,000 in Western Digital Corporation $WDC

Diversified Trust Co. purchased a new position in shares of Western Digital Corporation (NASDAQ:WDC – Free Report) during the fourth quarter,...
Diversified Trust Co. Invests $837,000 in Western Digital Co

Diversified Trust Co. Invests $837,000 in Western Digital Corporation $WDC

Diversified Trust Co. purchased a new position in shares of Western Digital Corporation (NASDAQ:WDC – Free Report) during the fourth quarter,...
CoreCap Advisors LLC Sells 2,352 Shares of Costco Wholesale

CoreCap Advisors LLC Sells 2,352 Shares of Costco Wholesale Corporation $COST

CoreCap Advisors LLC reduced its stake in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 32.9% during the fourth quarter,...
CoreCap Advisors LLC Sells 2,352 Shares of Costco Wholesale

CoreCap Advisors LLC Sells 2,352 Shares of Costco Wholesale Corporation $COST

CoreCap Advisors LLC reduced its stake in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 32.9% during the fourth quarter,...
CoreCap Advisors LLC Trims Stock Position in iShares MSCI EA

CoreCap Advisors LLC Trims Stock Position in iShares MSCI EAFE Growth ETF $EFG

CoreCap Advisors LLC decreased its holdings in iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 13.3% in the 4th quarter, according to...
Dynamic Advisor Solutions LLC Cuts Stock Position in First T

Dynamic Advisor Solutions LLC Cuts Stock Position in First Trust TCW Opportunistic Fixed Income ETF $FIXD

Dynamic Advisor Solutions LLC lowered its stake in shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD – Free Report) by...
CoreCap Advisors LLC Acquires 1,808 Shares of KLA Corporatio

CoreCap Advisors LLC Acquires 1,808 Shares of KLA Corporation $KLAC

CoreCap Advisors LLC raised its holdings in shares of KLA Corporation (NASDAQ:KLAC – Free Report) by 185.4% in the fourth quarter, according to...
NVIDIA Corporation $NVDA Stock Position Increased by Fulton

NVIDIA Corporation $NVDA Stock Position Increased by Fulton Bank N.A.

Fulton Bank N.A. grew its holdings in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 2.5% during the 4th quarter, according to its most...
CoreCap Advisors LLC Acquires 1,808 Shares of KLA Corporatio

CoreCap Advisors LLC Acquires 1,808 Shares of KLA Corporation $KLAC

CoreCap Advisors LLC raised its holdings in shares of KLA Corporation (NASDAQ:KLAC – Free Report) by 185.4% in the fourth quarter, according to...
iMGP DBi Managed Futures Strategy ETF $DBMF Shares Sold by C

iMGP DBi Managed Futures Strategy ETF $DBMF Shares Sold by CoreCap Advisors LLC

CoreCap Advisors LLC cut its stake in iMGP DBi Managed Futures Strategy ETF (NYSEARCA:DBMF – Free Report) by 21.1% in the fourth quarter,...
SPDR Bloomberg High Yield Bond ETF $JNK Shares Sold by CoreC

SPDR Bloomberg High Yield Bond ETF $JNK Shares Sold by CoreCap Advisors LLC

CoreCap Advisors LLC cut its stake in shares of SPDR Bloomberg High Yield Bond ETF (NYSEARCA:JNK – Free Report) by 17.0% in the 4th quarter,...
NVIDIA Corporation $NVDA Stock Position Increased by Fulton

NVIDIA Corporation $NVDA Stock Position Increased by Fulton Bank N.A.

Fulton Bank N.A. grew its holdings in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 2.5% during the 4th quarter, according to its most...
CoreCap Advisors LLC Has $4.30 Million Stake in John Hancock

CoreCap Advisors LLC Has $4.30 Million Stake in John Hancock Multifactor Developed International ETF $JHMD

CoreCap Advisors LLC raised its holdings in shares of John Hancock Multifactor Developed International ETF (NYSEARCA:JHMD – Free Report) by...
CoreCap Advisors LLC Has $2.98 Million Holdings in Expedia G

CoreCap Advisors LLC Has $2.98 Million Holdings in Expedia Group, Inc. $EXPE

CoreCap Advisors LLC lifted its stake in shares of Expedia Group, Inc. (NASDAQ:EXPE – Free Report) by 206.1% during the fourth quarter,...
Apple Inc. $AAPL is Elmwood Wealth Management Inc.’s Largest

Apple Inc. $AAPL is Elmwood Wealth Management Inc.’s Largest Position

Elmwood Wealth Management Inc. grew its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 33.8% during the fourth quarter, according to the...
CoreCap Advisors LLC Raises Stake in iShares S&P 100 ETF $OE

CoreCap Advisors LLC Raises Stake in iShares S&P 100 ETF $OEF

CoreCap Advisors LLC grew its stake in iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 22.9% in the fourth quarter, according to its...
CoreCap Advisors LLC Has $2.98 Million Holdings in Expedia G

CoreCap Advisors LLC Has $2.98 Million Holdings in Expedia Group, Inc. $EXPE

CoreCap Advisors LLC lifted its stake in shares of Expedia Group, Inc. (NASDAQ:EXPE – Free Report) by 206.1% during the fourth quarter,...
iShares Core Total USD Bond Market ETF $IUSB Shares Bought b

iShares Core Total USD Bond Market ETF $IUSB Shares Bought by CoreCap Advisors LLC

CoreCap Advisors LLC lifted its holdings in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 41.2% in the fourth...
Apple Inc. $AAPL is Elmwood Wealth Management Inc.’s Largest

Apple Inc. $AAPL is Elmwood Wealth Management Inc.’s Largest Position

Elmwood Wealth Management Inc. grew its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 33.8% during the fourth quarter, according to the...
CoreCap Advisors LLC Decreases Stock Holdings in iShares 1-5

CoreCap Advisors LLC Decreases Stock Holdings in iShares 1-5 Year Investment Grade Corporate Bond ETF $IGSB

CoreCap Advisors LLC reduced its position in iShares 1-5 Year Investment Grade Corporate Bond ETF (NASDAQ:IGSB – Free Report) by 41.1% during...
iShares U.S. Utilities ETF $IDU Shares Sold by CoreCap Advis

iShares U.S. Utilities ETF $IDU Shares Sold by CoreCap Advisors LLC

CoreCap Advisors LLC lessened its holdings in shares of iShares U.S. Utilities ETF (NYSEARCA:IDU – Free Report) by 36.7% during the fourth...
Fulton Bank N.A. Has $58.84 Million Stock Position in Micros

Fulton Bank N.A. Has $58.84 Million Stock Position in Microsoft Corporation $MSFT

Fulton Bank N.A. increased its stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 3.8% during the fourth quarter,...
Dynamic Advisor Solutions LLC Sells 57,722 Shares of NVIDIA

Dynamic Advisor Solutions LLC Sells 57,722 Shares of NVIDIA Corporation $NVDA

Dynamic Advisor Solutions LLC trimmed its position in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 15.9% during the 4th quarter, according...
iShares U.S. Healthcare ETF $IYH Shares Bought by CoreCap Ad

iShares U.S. Healthcare ETF $IYH Shares Bought by CoreCap Advisors LLC

CoreCap Advisors LLC grew its holdings in shares of iShares U.S. Healthcare ETF (NYSEARCA:IYH – Free Report) by 1,291.0% in the fourth quarter,...
CoreCap Advisors LLC Has $3.04 Million Stock Holdings in Coc

CoreCap Advisors LLC Has $3.04 Million Stock Holdings in CocaCola Company (The) $KO

CoreCap Advisors LLC trimmed its position in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 55.7% in the 4th quarter, according to...
CoreCap Advisors LLC Has $4.11 Million Holdings in GE Vernov

CoreCap Advisors LLC Has $4.11 Million Holdings in GE Vernova Inc. $GEV

CoreCap Advisors LLC boosted its position in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 25.7% in the fourth quarter, according to...
Dynamic Advisor Solutions LLC Has $431,000 Position in Nuvee

Dynamic Advisor Solutions LLC Has $431,000 Position in Nuveen ESG Mid-Cap Value ETF $NUMV

Dynamic Advisor Solutions LLC lowered its holdings in Nuveen ESG Mid-Cap Value ETF (BATS:NUMV – Free Report) by 72.1% during the fourth...
Fulton Bank N.A. Has $58.84 Million Stock Position in Micros

Fulton Bank N.A. Has $58.84 Million Stock Position in Microsoft Corporation $MSFT

Fulton Bank N.A. increased its stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 3.8% during the fourth quarter,...
Dynamic Advisor Solutions LLC Sells 57,722 Shares of NVIDIA

Dynamic Advisor Solutions LLC Sells 57,722 Shares of NVIDIA Corporation $NVDA

Dynamic Advisor Solutions LLC trimmed its position in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 15.9% during the 4th quarter, according...
CoreCap Advisors LLC Sells 1,392 Shares of VanEck Semiconduc

CoreCap Advisors LLC Sells 1,392 Shares of VanEck Semiconductor ETF $SMH

CoreCap Advisors LLC trimmed its stake in VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 13.4% in the 4th quarter, according to the...
📰

Realistically is it just over and should I cut my losses?

I am by no means a new investor. I have near a million in retirement accumulated over my 40 years of working. I’ve followed the tried and true path...
Assenagon Asset Management S.A. Acquires 172,330 Shares of A

Assenagon Asset Management S.A. Acquires 172,330 Shares of Avista Corporation $AVA

Assenagon Asset Management S.A. lifted its stake in shares of Avista Corporation (NYSE:AVA – Free Report) by 100.4% in the 4th quarter,...
ARS Wealth Advisors Group LLC Boosts Stock Holdings in Meta

ARS Wealth Advisors Group LLC Boosts Stock Holdings in Meta Platforms, Inc. $META

ARS Wealth Advisors Group LLC lifted its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 21.5% in the 4th quarter, according to...
ARS Wealth Advisors Group LLC Boosts Stock Holdings in Meta

ARS Wealth Advisors Group LLC Boosts Stock Holdings in Meta Platforms, Inc. $META

ARS Wealth Advisors Group LLC lifted its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 21.5% in the 4th quarter, according to...
Exxon Mobil Corporation $XOM Shares Acquired by Argentarii L

Exxon Mobil Corporation $XOM Shares Acquired by Argentarii LLC

Argentarii LLC boosted its holdings in shares of Exxon Mobil Corporation (NYSE:XOM – Free Report) by 14.8% during the 4th quarter, according to...
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