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Atlantic Edge Private Wealth Management LLC Has $110,000 Position in CSX Corporation (NASDAQ:CSX)

MarketBeat

Atlantic Edge Private Wealth Management LLC lowered its position in shares of CSX Corporation (NASDAQ:CSX - Free Report) by 84.1% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 3,725 shares of the transportation company's stock after sellin

NASDAQ:CSX
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Meridian Investment Counsel Inc. Sells 2,465 Shares of Palantir Technologies Inc. (NASDAQ:PLTR)

MarketBeat

Meridian Investment Counsel Inc. decreased its holdings in shares of Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 4.3% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 55,135 shares of the company's stock af

NASDAQ:PLTR
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Adobe Inc. (NASDAQ:ADBE) Shares Sold by Meridian Investment Counsel Inc.

MarketBeat

Meridian Investment Counsel Inc. decreased its stake in Adobe Inc. (NASDAQ:ADBE - Free Report) by 21.0% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 17,302 shares of the software company's stock

NASDAQ:ADBE
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Compass Wealth Management LLC Has $2.55 Million Holdings in Phillips 66 (NYSE:PSX)

MarketBeat

Compass Wealth Management LLC raised its position in shares of Phillips 66 (NYSE:PSX - Free Report) by 1,221.5% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 20,629 shares of the oil and gas company's stock

NYSE:PSX
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Atlantic Edge Private Wealth Management LLC Increases Stake in Constellation Brands Inc (NYSE:STZ)

MarketBeat

Atlantic Edge Private Wealth Management LLC increased its stake in Constellation Brands Inc (NYSE:STZ - Free Report) by 94.1% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,050 shares of the company's

NYSE:STZ
Read Atlantic Edge Private Wealth Management LLC Increases Stake in Constellation Brands Inc (NYSE:STZ)
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Capital & Planning LLC Trims Stock Holdings in FTI Consulting, Inc. (NYSE:FCN)

MarketBeat

Capital & Planning LLC lowered its stake in FTI Consulting, Inc. (NYSE:FCN - Free Report) by 83.4% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,005 shares of the business services provider's stock after selling 10,03

NYSE:FCN
Read Capital & Planning LLC Trims Stock Holdings in FTI Consulting, Inc. (NYSE:FCN)

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Atlantic Edge Private Wealth Management LLC Has $2.03 Million Holdings in Danaher Corporation (NYSE:DHR)

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NYSE:DHR
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Atlantic Edge Private Wealth Management LLC Takes $2.04 Million Position in CBRE Group, Inc. (NYSE:CBRE)

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NYSE:CBRE
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Atlantic Edge Private Wealth Management LLC Has $2.75 Million Holdings in Oracle Corporation (NYSE:ORCL)

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NYSE:ORCL
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Compass Wealth Management LLC Decreases Stock Holdings in Costco Wholesale Corporation (NASDAQ:COST)

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NASDAQ:COST
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Netflix, Inc. (NASDAQ:NFLX) Shares Sold by Capital & Planning LLC

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NASDAQ:NFLX
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Compass Wealth Management LLC Trims Stake in Adobe Inc. (NASDAQ:ADBE)

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NASDAQ:ADBE
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SwitchPoint Financial Planning LLC Purchases Shares of 6,196 Wells Fargo & Company (NYSE:WFC)

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NYSE:WFC
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3,294 Shares in Crown Castle Inc. (NYSE:CCI) Bought by McGlone Suttner Wealth Management Inc.

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NYSE:CCI
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McGlone Suttner Wealth Management Inc. Has $509,000 Stock Holdings in Oracle Corporation (NYSE:ORCL)

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NYSE:ORCL
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McGlone Suttner Wealth Management Inc. Has $577,000 Stake in Prologis, Inc. (NYSE:PLD)

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NYSE:PLD
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Kimberly-Clark Co. (NYSE:KMB) Shares Sold by McGlone Suttner Wealth Management Inc.

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NYSE:KMB
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McGlone Suttner Wealth Management Inc. Reduces Stake in Arthur J. Gallagher & Co. (NYSE:AJG)

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NYSE:AJG
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Compass Wealth Management LLC Sells 4,300 Shares of CVS Health Corporation (NYSE:CVS)

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NYSE:CVS
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McGlone Suttner Wealth Management Inc. Purchases 4,201 Shares of Wells Fargo & Company (NYSE:WFC)

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NYSE:WFC
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McGlone Suttner Wealth Management Inc. Buys 1,003 Shares of Broadcom Inc. (NASDAQ:AVGO)

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NASDAQ:AVGO
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PepsiCo, Inc. (NASDAQ:PEP) Shares Bought by McGlone Suttner Wealth Management Inc.

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NASDAQ:PEP
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McGlone Suttner Wealth Management Inc. Buys 4,120 Shares of ConocoPhillips (NYSE:COP)

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NYSE:COP
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McGlone Suttner Wealth Management Inc. Raises Position in Merck & Co., Inc. (NYSE:MRK)

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NYSE:MRK
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Compass Wealth Management LLC Boosts Stock Position in BWX Technologies, Inc. (NYSE:BWXT)

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NYSE:BWXT
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1,062 Shares in GE Aerospace (NYSE:GE) Acquired by Capital & Planning LLC

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NYSE:GE
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Capital & Planning LLC Has $1.70 Million Stake in Invesco QQQ (NASDAQ:QQQ)

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NASDAQ:QQQ
Read Capital & Planning LLC Has $1.70 Million Stake in Invesco QQQ (NASDAQ:QQQ)
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Compass Wealth Management LLC Boosts Stock Position in Canadian Pacific Kansas City Limited (NYSE:CP)

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NYSE:CP
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The Scotts Miracle-Gro Company (NYSE:SMG) Shares Acquired by Compass Wealth Management LLC

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NYSE:SMG
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Compass Wealth Management LLC Sells 3,205 Shares of Ulta Beauty Inc. (NASDAQ:ULTA)

MarketBeat
NASDAQ:ULTA
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