AKRON, Ohio and MINNEAPOLIS, Aug. 3, 2026 /PRNewswire/ — Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $34.9 billion in assets under management…

Got story updates? Submit your updates here. ›Tounjian Advisory Partners LLC acquired a new stake in The Bank of New York Mellon Corporation (NYSE:BK) during the…

The updated visuals support a heightened POS focus and sets the stage for the next chapter of LINGANAPLES, FL / ACCESS Newswire / January 7, 2026…

Merit Financial Group LLC boosted its holdings in shares of Chubb Limited (NYSE:CB – Free Report) by 15.0% during the 3rd quarter, according to its most…

Gabelli Funds LLC lessened its stake in The PNC Financial Services Group, Inc (NYSE:PNC – Free Report) by 3.6% in the second quarter, according to the…

OVERLAND PARK, Kan., Dec. 2, 2025 /PRNewswire/ — Creative Planning, one of the nation’s largest registered investment advisors (RIAs), today announced it has acquired Burt Wealth…

Prospect Financial Services LLC trimmed its stake in shares of Baidu, Inc. (NASDAQ:BIDU – Free Report) by 36.0% in the second quarter, according to the company…

Fourpath Capital Management LLC grew its stake in shares of The PNC Financial Services Group, Inc (NYSE:PNC – Free Report) by 32.6% during the 2nd quarter,…

Sowell Financial Services LLC cut its holdings in KKR & Co. Inc. (NYSE:KKR – Free Report) by 69.2% in the 2nd quarter, according to the company…

Cypress Financial Planning LLC purchased a new position in Capital One Financial Corporation (NYSE:COF – Free Report) during the 2nd quarter, according to the company in…