Amazon.com, Inc. (NASDAQ:AMZN) is Novare Capital Management LLC’s 8th Largest Position
Novare Capital Management LLC trimmed its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 0.4% in the fourth quarter, HoldingsChannel reports. The fund owned 131,413 shares of the e-commerce giant’s ...
Apollon Wealth Management LLC Takes Position in Oxford Lane Capital Corp. (NASDAQ:OXLC)
Apollon Wealth Management LLC acquired a new stake in Oxford Lane Capital Corp. (NASDAQ:OXLC – Free Report) in the fourth ...
Tocqueville Asset Management to Acquire $1.3 Billion Poplar Forest Capital
The acquisition complements Tocqueville’s blended client base of institutional and ultrahigh-net-worth retail investors.
LPL Financial: Maintaining Our Fair Value Estimate of $357; Shares Modestly Overvalued
We are maintaining our fair value estimate for LPL Financial of $357. Our fair value estimate correlates to a price/forward adjusted earnings multiple of 20 times and an enterprise value/EBITDA ...
Raymond James: Revenue Stream Diversification Enables Growth Amid Lower Interest Rates
Lower interest rates over the next several years will stifle net interest income growth. The company may have a greater opportunity to recruit advisors as it fills holes in its geographic footprint ...
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LPL Snags $300M Duo, Ameriprise Adds $130M Advisor
Emigrant Partners invests in $2.8 billion in Principle Wealth, and Choreo hires for a new role of people chief.