Diversify Wealth Management LLC bought a new position in shares of Ares Capital Co. (NASDAQ:ARCC – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with ...

Confluence Investment Management LLC reduced its holdings in shares of Invesco BulletShares 2029 Municipal Bond ETF (NASDAQ:BSMT – Free Report) by 5.3% in the 4th quarter, HoldingsChannel.com ...

Confluence Investment Management, based in St. Louis, MO, is ranked No. 97 on the 2023 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list. Total AUM ...

The decline in U.S. crude oil inventories likely extended for a ninth consecutive week, while further builds are seen in gasoline and distillate stocks, according to a survey by The Wall Street ...

Atlassian ( TEAM 2.01%) stock enjoyed a modest price bump of 1.7% through 11:30 a.m. ET Wednesday after earlier enjoying a ...

Crude Gasoline Distillates Refinery Use Again Capital -1.6 1.1 -0.6 -0.4 Confluence Investment Management 0.5 2.0 4.0 -0.5 Rystad Energy -0.6 -2.7 -1.1 0.3 Spartan Capital Securities -2.0 -1.3 1.4 ...

First Trust/ Confluence Small Cap Val ... has been limited turnover among the portfolio-management ranks, which has provided stability for the investment strategy. Stability tends to go hand ...

Peron Development and partner City Center Investment Corp. seek development of "The Confluence" at 185 S. Third St. — the intersection of South Third Street and Larry Holmes Drive. The project ...

First Trust/ Confluence Small Cap Val ... has been limited turnover among the portfolio-management ranks, which has provided stability for the investment strategy. Stability tends to go hand ...