Page 7 - Smith Shellnut Wilson News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Here's a list of the biggest fee-only registered investment advisors, based on the data firms report to the SEC on their Form ADV.

BATON ROUGE, La., July 05, 2023 -- Business First Bancshares, Inc. , the parent company of b1BANK, today announced that it is scheduled to release second quarter 2023 earnings after market close...

Smith Shellnut Wilson LLC ADV acquired a new stake in Franklin Resources, Inc. (NYSE:BEN – Get Rating) in the 4th quarter, Holdings Channel.com reports. The institutional investor acquired 7,751 shares of the closed-end fund’s stock, valued at approximately $204,000. A number of other institutional investors and hedge funds have also recently modified their holdings of […]

Smith Shellnut Wilson LLC ADV cut its stake in Alphabet Inc. (NASDAQ:GOOG – Get Rating) by 10.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 10,260 shares of the information services provider’s stock after selling 1,220 shares during the […]

Smith Shellnut Wilson LLC ADV bought a new stake in Innovator U.S. Equity Power Buffer ETF – September (BATS:PSEP – Get Rating) in the 4th quarter, according to its most recent filing with the SEC. The fund bought 7,000 shares of the company’s stock, valued at approximately $205,000. Other large investors have also recently made […]