Andesa Financial Management Inc. Purchases 6,645 Shares of Amazon.

Source: https://www.etfdailynews.com/2023/02/11/andesa-financial-management-inc-purchases-6645-shares-of-amazon-com-inc-nasdaqamzn/

Costco Wholesale comprises about 1.0% of Financial Management Network Inc.’s holdings, making the stock its 25th largest position.

Source: https://www.etfdailynews.com/2023/10/12/financial-management-network-inc-acquires-shares-of-5228-costco-wholesale-co-nasdaqcost/

Curbstone Financial Management Corp decreased its position in shares of Schwab US Small-Cap ETF () by 0.5% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.

Source: https://www.etfdailynews.com/2023/09/03/schwab-us-small-cap-etf-nysearcascha-shares-sold-by-curbstone-financial-management-corp/

Curbstone Financial Management Corp lessened its holdings in shares of Alphabet Inc. () by 3.3% in the second quarter, Holdings Channel.com reports.

Source: https://www.dailypolitical.com/2023/09/16/alphabet-inc-nasdaqgoog-stock-position-decreased-by-curbstone-financial-management-corp.html

Currently hard at work pursuing her BCom in Financial Management, she also looks after the administrative billing department.

Source: https://southafricatoday.net/business/how-one-woman-at-shumani-leads-the-way-in-transport-and-logistics/

Eley Financial Management Inc now owns 22,847 shares of the company’s stock worth $2,493,000 after acquiring an additional 117 shares in the last quarter.

Source: https://www.etfdailynews.com/2023/08/10/bmo-capital-markets-cuts-amn-healthcare-services-nyseamn-price-target-to-106-00/

Finally, Forum Financial Management LP purchased a new position in shares of BOK Financial during the 4th quarter valued at $213,000.

Source: https://www.etfdailynews.com/2023/04/22/new-york-state-teachers-retirement-system-makes-new-272000-investment-in-bok-financial-co-nasdaqbokf/

Finally, Signet Financial Management LLC increased its position in shares of Charles Schwab by 0.3% during the 4th quarter.

Source: https://www.americanbankingnews.com/2023/06/27/cwa-asset-management-group-llc-has-1-41-million-stock-holdings-in-the-charles-schwab-co-nyseschw.html

Financial Management Network Inc. increased its holdings in iShares Gold Trust () by 1.6% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission.

Source: https://www.etfdailynews.com/2023/10/12/financial-management-network-inc-acquires-999-shares-of-ishares-gold-trust-nysearcaiau/

Financial Management Network Inc. increased its holdings in shares of Thornburg Income Builder Opportunities Trust () by 4.8% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).

Source: https://www.etfdailynews.com/2023/10/12/financial-management-network-inc-increases-stock-position-in-thornburg-income-builder-opportunities-trust-nasdaqtbld/

Financial Management Professionals Inc. now owns 214 shares of the CRM provider’s stock worth $28,000 after buying an additional 168 shares in the last quarter.

Source: https://www.americanbankingnews.com/2023/07/08/ahrens-investment-partners-llc-purchases-new-position-in-salesforce-inc-nysecrm.html

Financial Management Professionals Inc. now owns 382 shares of the business services provider’s stock worth $36,000 after acquiring an additional 313 shares during the period.

Source: https://www.etfdailynews.com/2023/07/16/geneos-wealth-management-inc-cuts-holdings-in-omnicom-group-inc-nyseomc/

Financial Management Professionals Inc. now owns 382 shares of the business services provider’s stock worth $36,000 after purchasing an additional 313 shares during the last quarter.

Source: https://www.etfdailynews.com/2023/10/07/albert-d-mason-inc-lowers-stake-in-omnicom-group-inc-nyseomc/

Flagstone Financial Management acquired a new stake in Alphabet Inc. () in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.

Source: https://www.americanbankingnews.com/2023/06/17/3294-shares-in-alphabet-inc-nasdaqgoog-bought-by-flagstone-financial-management.html

Forum Financial Management LP lifted its holdings in shares of Cisco Systems by 3.1% during the 2nd quarter.

Source: https://www.dailypolitical.com/2023/12/26/columbia-trust-co-01012016-grows-stock-holdings-in-cisco-systems-inc-nasdaqcsco.html

Forum Financial Management LP lowered its holdings in Centene Co. () by 2.5% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.

Source: https://www.americanbankingnews.com/2023/04/02/forum-financial-management-lp-has-631000-stake-in-centene-co-nysecnc.html

Forum Financial Management LP now owns 24,311 shares of the company’s stock valued at $877,000 after purchasing an additional 10,215 shares in the last quarter.

Source: https://www.dailypolitical.com/2023/04/25/brokers-set-expectations-for-ovintiv-inc-s-q1-2023-earnings-nyseovv.html

Forum Financial Management LP now owns 4,397 shares of the insurance provider’s stock worth $764,000 after acquiring an additional 86 shares during the period.

Source: https://www.dailypolitical.com/2023/10/10/ballentine-partners-llc-has-695000-stock-holdings-in-the-travelers-companies-inc-nysetrv.html

Forum Financial Management LP now owns 5,991,666 shares of the company’s stock worth $663,697,000 after acquiring an additional 289,769 shares during the period.

Source: https://www.americanbankingnews.com/2023/12/17/510-shares-in-ishares-10-20-year-treasury-bond-etf-nysearcatlh-bought-by-st-germain-d-j-co-inc.html

Forum Financial Management LP raised its position in Northrop Grumman Co. () by 3.7% in the 2nd quarter, reports.

Source: https://www.dailypolitical.com/2023/10/09/forum-financial-management-lp-purchases-58-shares-of-northrop-grumman-co-nysenoc.html