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Root Financial Partners organisation

Named in 16 reports across 12 stories - 5 Aug – 6 Sept
5 Aug 20266 Sept 2026

The record - coverage naming Root Financial Partners that changed after publication

1 edit1 entry
  1. dailypolitical.comseen 9 Aug, 17:53headline rewrittenthe story

    One moment, please...Trade Desk (NASDAQ:TTD) Given New $19.00 Price Target at Needham & Company LLC

The web around Root Financial Partners

Closest companions, sized by how often they share a report with Root Financial Partners. Lines between the outer names are their own relationships - names that appear together even without Root Financial Partners.

Jpmorgan Chase Co and Securities Exchange Commission share 3 reportsStifel Nicolaus and Zacks Research share 2 reportsCaitong International Asset Management Co and Securities Exchange Commission share 2 reportsNeedham Company and Securities Exchange Commission share 2 reportsSecurities Exchange Commission and Stifel Nicolaus share 2 reportsCanada and Jpmorgan Chase Co share 2 reportsNasdaq and Needham Company share 1 reportCaitong International Asset Management Co and Needham Company share 1 reportCanada and Zacks Research share 1 reportEversource Wealth Advisors and Zacks Research share 1 reportNasdaq and Securities Exchange Commission share 1 reportJpmorgan Chase Co and Stifel Nicolaus share 1 reportCaitong International Asset Management Co and Cantor Fitzgerald share 1 reportJpmorgan Chase Co and Zacks Research share 1 reportCanada and Securities Exchange Commission share 1 reportJpmorgan Chase Co and Nasdaq share 1 reportNasdaq and Zacks Research share 1 reportCanada and Eversource Wealth Advisors share 1 reportCaitong International Asset Management Co and Nasdaq share 1 reportSecurities Exchange Commission and Zacks Research share 1 reportCantor Fitzgerald and Eversource Wealth Advisors share 1 reportJpmorgan Chase Co and Needham Company share 1 reportCantor Fitzgerald and Securities Exchange Commission share 1 reportCaitong International Asset Management Co and Jpmorgan Chase Co share 1 reportEversource Wealth Advisors and Stifel Nicolaus share 1 reportCantor Fitzgerald and Stifel Nicolaus share 1 reportCantor Fitzgerald and Zacks Research share 1 reportNeedham Company and Stifel Nicolaus share 1 reportRoot Financial PartnersSecurities Exchan…Securities Exchange Commission - 7 shared reports (organization)Jpmorgan Ch…Jpmorgan Chase Co - 4 shared reports (organization)Stifel Nico…Stifel Nicolaus - 4 shared reports (person)Zacks Resea…Zacks Research - 4 shared reports (organization)CanadaCanada - 3 shared reports (place)NasdaqNasdaq - 3 shared reports (organization)Needham Com…Needham Company - 3 shared reports (organization)Caitong Int…Caitong International Asset Management Co - 2 shared reports (organization)Cantor Fitz…Cantor Fitzgerald - 2 shared reports (organization)Eversource …Eversource Wealth Advisors - 2 shared reports (organization)

The stories

United Therapeutics (NASDAQ:UTHR) Announces Earnings Results

21 outlets5 reports name Root Financial Partners5 Aug – 7 Sept

Trade Desk (NASDAQ:TTD) Given New $19.00 Price Target at Needham & Company LLC

3 outlets1 report names Root Financial Partners7 Aug – 2 Sept

A Roblox Director Sells 16,666 Shares Amid a Sinking Stock Price. Here's What That Means to Investors.

2 outlets1 report names Root Financial Partners6 Aug – 8 Aug

Invesco (NYSE:IVZ) Cut to “Hold” at Wall Street Zen

2 outlets1 report names Root Financial Partners12 Aug

Rep. April McClain Delaney Buys Shares of BWX Technologies, Inc. (NYSE:BWXT)

2 outlets1 report names Root Financial Partners5 Aug

Bryn Mawr Trust Advisors LLC Invests $575,000 in Aflac Incorporated $AFL

1 outlets1 report names Root Financial Partners15 Aug

WEX (NYSE:WEX) COO Carlos Carriedo Sells 1,075 Shares

1 outlets1 report names Root Financial Partners6 Aug

D-Wave Quantum (NYSE:QBTS) Earns Outperform Rating from Analysts at Wedbush

1 outlets1 report names Root Financial Partners6 Aug

APi Group (NYSE:APG) Director Sells $11,354,400.00 in Stock

1 outlets1 report names Root Financial Partners5 Aug

Michael Mcroberts Sells 6,500 Shares of Rush Enterprises (NASDAQ:RUSHA) Stock

1 outlets1 report names Root Financial Partners5 Aug

Exp World (NASDAQ:AGNT) Price Target Lowered to $6.00 at Benchmark

1 outlets1 report names Root Financial Partners5 Aug

Mettler-Toledo International (NYSE:MTD) CFO Shawn Vadala Sells 2,240 Shares of Stock

1 outlets1 report names Root Financial Partners5 Aug

People they appear with

Stifel Nicolaus4

Places in the same coverage

Canada3Georgia2Los Angeles2Texas2Washington2

Organisations in the same coverage

Securities Exchange Commission7Jpmorgan Chase Co4Zacks Research4Nasdaq3Needham Company3Caitong International Asset Management Co2Cantor Fitzgerald2Eversource Wealth Advisors2Jefferies Financial Group2Morgan Stanley2Royal Bank2Wealth Private Client Group2Wolfe Research2Advisornet Financial Inc1

Who keeps naming them

themarketsdaily.com8tickerreport.com6dailypolitical.com2

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