Capital Planning Advisors LLC increased its position in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 3.2% in the fourth quarter, ...

U.S. Capital Wealth Advisors LLC acquired a new stake in shares of Shopify Inc. (NYSE:SHOP - Free Report) TSE: SHOP in the ...

U.S. Capital Wealth Advisors LLC bought a new stake in LyondellBasell Industries (NYSE:LYB – Free Report) during the fourth quarter, according to the company in its most recent disclosure with ...

Apollon Wealth Management LLC acquired a new stake in Oxford Lane Capital Corp. (NASDAQ:OXLC – Free Report) in the fourth ...

CEO Ryan Parker says the firm’s aggressive acquisition strategy is driven by the desire to “win the war for talent” and set ...

has announced the acquisition of Criterion Capital Advisors, LLC (“Criterion”) in Nashville, Tennessee. This marks EP Wealth’s first partnership of 2025, its first office in Tennessee ...

EP Wealth Advisors ("EP Wealth"), a leading fee-only registered investment adviser ("RIA") with a growing national footprint, ...