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

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

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

Diversified Investment Strategies LLC reduced its stake in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 2.2% during ...

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

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

Dohj LLC boosted its position in Intuit Inc. (NASDAQ:INTU – Free Report) by 7.0% during the 4th quarter, according to the ...

Signature Wealth Management Partners LLC lifted its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 16.3% ...

Litman Gregory Wealth Management LLC grew its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 100.0% in ...

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

Baker Boyer National Bank raised its stake in Exxon Mobil Co. (NYSE:XOM – Free Report) by 9.0% during the fourth quarter, ...

Kirr Marbach & Co. LLC IN trimmed its holdings in Exxon Mobil Co. (NYSE:XOM – Free Report) by 1.0% in the fourth quarter, ...