Spire Wealth Management grew its position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 2.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities ...
KFG Wealth Management LLC cut its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 25.2% in the fourth quarter, according to the company in its most recent filing with the Securities and ...
Kingswood Wealth Advisors LLC purchased a new position in shares of Bank of Montreal (NYSE:BMO – Free Report) (TSE:BMO) during the fourth quarter, according to the company in its most recent filing ...
Evermay Wealth Management LLC boosted its holdings in The Clorox Company (NYSE:CLX – Free Report) by 20.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities & ...