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Simon Quick Advisors LLC Has $1.49 Million Stock Holdings in Coinbase Global, Inc. $COIN

Simon Quick Advisors LLC lifted its stake in Coinbase Global, Inc. (NASDAQ:COIN) by 392.3% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 8,527 shares of the cryptocurrency exchange's stock after acquiring an additional

NASDAQ:COIN
Read Simon Quick Advisors LLC Has $1.49 Million Stock Holdings in Coinbase Global, Inc. $COIN
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John G Ullman & Associates Inc. Sells 9,925 Shares of Manhattan Associates, Inc. $MANH

John G Ullman & Associates Inc. reduced its position in Manhattan Associates, Inc. (NASDAQ:MANH - Free Report) by 81.7% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 2,225 shares of the software maker's stock after selling 9,925 shares during the period. John

NASDAQ:MANH
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PayPal Holdings, Inc. $PYPL Shares Sold by John G Ullman & Associates Inc.

John G Ullman & Associates Inc. lowered its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report) by 82.4% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 6,780 shares of the credit services provider's stock after selling 31,650 shares du

NASDAQ:PYPL
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Kera Capital Partners Inc. Sells 38,252 Shares of Coinbase Global, Inc. $COIN

Kera Capital Partners Inc. cut its position in shares of Coinbase Global, Inc. (NASDAQ:COIN - Free Report) by 91.9% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 3,392 shares of the cryptocurrency exchange's stoc

NASDAQ:COIN
Read Kera Capital Partners Inc. Sells 38,252 Shares of Coinbase Global, Inc. $COIN
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Johnson & Johnson $JNJ Shares Bought by Kera Capital Partners Inc.

Kera Capital Partners Inc. increased its position in Johnson & Johnson (NYSE:JNJ - Free Report) by 52.9% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 40,089 shares of the company's stock after buying an

NYSE:JNJ
Read Johnson & Johnson $JNJ Shares Bought by Kera Capital Partners Inc.
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Tesla, Inc. $TSLA Shares Sold by Modera Wealth Management LLC

Modera Wealth Management LLC lowered its position in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 12.1% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 12,312 shares of the electric vehicle producer's stock

NASDAQ:TSLA
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NextEra Energy, Inc. $NEE Shares Purchased by Modera Wealth Management LLC

NYSE:NEE
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Mastercard Incorporated $MA Shares Sold by Modera Wealth Management LLC

NYSE:MA
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United Parcel Service, Inc. $UPS Shares Sold by Modera Wealth Management LLC

NYSE:UPS
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Modera Wealth Management LLC Cuts Holdings in Toronto Dominion Bank (The) $TD

NYSE:TD
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Modera Wealth Management LLC Has $51.85 Million Stock Holdings in Johnson & Johnson $JNJ

NYSE:JNJ
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PeakShares LLC Makes New $1.11 Million Investment in Johnson & Johnson $JNJ

NYSE:JNJ
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SteelPeak Wealth LLC Sells 552,785 Shares of Direxion NASDAQ-100 Equal Weighted Index Shares $QQQE

NASDAQ:QQQE
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SteelPeak Wealth LLC Sells 26,825 Shares of Fidelity National Information Services, Inc. $FIS

NYSE:FIS
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SteelPeak Wealth LLC Decreases Stake in Lumentum Holdings Inc. $LITE

NASDAQ:LITE
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SteelPeak Wealth LLC Makes New Investment in Bruker Corporation $BRKR

NASDAQ:BRKR
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20,403 Shares in Affirm Holdings, Inc. $AFRM Bought by SteelPeak Wealth LLC

NASDAQ:AFRM
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22,848 Shares in Starbucks Corporation $SBUX Bought by Independent Financial Group LLC

NASDAQ:SBUX
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5,891 Shares in Amgen Inc. $AMGN Bought by Independent Financial Group LLC

NASDAQ:AMGN
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22,515 Shares in NextEra Energy, Inc. $NEE Acquired by Independent Financial Group LLC

NYSE:NEE
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Independent Financial Group LLC Invests $2.12 Million in Thermo Fisher Scientific Inc. $TMO

NYSE:TMO
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Independent Financial Group LLC Invests $2.14 Million in The Walt Disney Company $DIS

NYSE:DIS
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Independent Financial Group LLC Invests $2.15 Million in Lockheed Martin Corporation $LMT

NYSE:LMT
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Independent Financial Group LLC Purchases Shares of 9,399 Waste Management, Inc. $WM

NYSE:WM
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Independent Financial Group LLC Takes $2.17 Million Position in Global Net Lease, Inc. $GNL

NYSE:GNL
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Independent Financial Group LLC Acquires New Position in Energy Transfer LP $ET

NYSE:ET
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Independent Financial Group LLC Takes Position in McDonald's Corporation $MCD

NYSE:MCD
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Independent Financial Group LLC Invests $2.20 Million in Barrick Mining Corporation $B

NYSE:B
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23,571 Shares in Credo Technology Group Holding Ltd. $CRDO Purchased by Independent Financial Group LLC

NASDAQ:CRDO
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Independent Financial Group LLC Purchases New Stake in General Dynamics Corporation $GD

NYSE:GD
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