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Nebraska-based Carson Wealth, which manages $20 billion in assets and has 35 offices, is expanding into Connecticut with the acquisition of financial planning and wealth management firm Karn Couzens & Associates.
The 10-person team at Karn Couzens & Associates, which has $800 million in assets, is led by managing directors and wealth advisers Robert A. Karn and Jeffrey P. Couzens. It has offices in Farmington and Wallingford. ....
/PRNewswire/ Karn Couzens & Associates, Inc., a full-service financial planning and wealth management firm with offices in Farmington and Wallingford, Conn.. ....
PFG Private Wealth Management LLC lessened its position in shares of iShares MSCI EAFE Growth ETF (BATS:EFG – Get Rating) by 98.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 790 shares of the company’s stock after selling 55,909 shares […] ....
Burleson & Company LLC decreased its holdings in shares of iShares MSCI EAFE Growth ETF (BATS:EFG – Get Rating) by 22.6% in the 4th quarter, HoldingsChannel.com reports. The fund owned 3,181 shares of the company’s stock after selling 929 shares during the quarter. Burleson & Company LLC’s holdings in iShares MSCI EAFE Growth ETF were […] ....