Flagship Communities Real Estate Investment Trust Not for distribution to U.S. newswire services or dissemination in the United States. TORONTO, Aug. 14, 2025 (GLOBE NEWSWIRE) –…
The ranking recognizes financial advisors for AUM and client growth over a year span NEW YORK, Feb. 14, 2025 /PRNewswire/ — Steward Partners, a full-service, employee-owned,…
ATLANTA, Feb. 11, 2025 /PRNewswire/ — Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth…
Affinity Wealth Management LLC bought a new position in Discover Financial Services (NYSE:DFS) in the 4th quarter, according to the company in its most recent 13F…
OneAscent Financial Services LLC boosted its stake in shares of Walmart Inc. (NYSE:WMT – Free Report) by 191.8% during the 1st quarter, according to the company…
Austin Wealth Management LLC reduced its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 16.1% in the fourth quarter, according…
WNY Asset Management LLC cut its holdings in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 2.8% during the fourth quarter, according to the company…