C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors’ holdings in Walmart were worth $883,000 at the end of the most recent quarter.

Source: https://www.etfdailynews.com/2023/10/02/c2p-capital-advisory-group-llc-d-b-a-prosperity-capital-advisors-cuts-stock-position-in-walmart-inc-nysewmt/

C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 2,624 shares of the conglomerate’s stock worth $545,000 after buying an additional 86 shares during the period.

Source: https://www.etfdailynews.com/2023/10/02/busey-wealth-management-sells-1308-shares-of-honeywell-international-inc-nasdaqhon/

Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its position in W. P. Carey by 6.4% during the first quarter.

Source: https://www.dailypolitical.com/2023/09/07/ethic-inc-has-516000-stock-holdings-in-w-p-carey-inc-nysewpc.html

Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its position in PayPal by 15.4% during the first quarter.

Source: https://www.americanbankingnews.com/2023/09/10/mission-creek-capital-partners-inc-cuts-holdings-in-paypal-holdings-inc-nasdaqpypl.html

Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its stake in Shopify Inc. () (TSE:SHOP) by 4.4% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission.

Source: https://www.americanbankingnews.com/2023/08/17/empirical-financial-services-llc-d-b-a-empirical-wealth-management-buys-320-shares-of-shopify-inc-nyseshop.html

Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its position in 3M by 17.6% in the 1st quarter.

Source: https://www.americanbankingnews.com/2023/07/19/3m-nysemmm-shares-sold-by-simmons-bank.html

Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its position in shares of Virtu Financial by 80.0% during the third quarter.

Source: https://www.etfdailynews.com/2023/02/03/asset-management-one-co-ltd-purchases-8752-shares-of-virtu-financial-inc-nasdaqvirt/

Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 6,532 shares of the conglomerate’s stock valued at $972,000 after purchasing an additional 977 shares during the last quarter.

Source: https://www.americanbankingnews.com/2023/07/19/3m-nysemmm-shares-sold-by-simmons-bank.html

Empirical Financial Services LLC d.b.a. Empirical Wealth Management Trims Stake in Ross Stores, Inc.

Source: https://www.americanbankingnews.com/2023/05/07/chubb-limited-nysecb-holdings-lowered-by-empirical-financial-services-llc-d-b-a-empirical-wealth-management.html