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Evergy
EVRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
376
Capula Management
Cayman Islands
$568K +$533K +9,165 New
MWM
377
Mattern Wealth Management
Kansas
$563K -$34.9K -600 -6%
FCIM
378
Fairview Capital Investment Management
California
$558K – – –
SCM
379
Sterling Capital Management
North Carolina
$555K +$521K +8,957 New
FNBT
380
FineMark National Bank & Trust
Florida
$550K -$2.33K -40 -0.4%
CIA
381
Concurrent Investment Advisors
Florida
$547K -$73.7K -1,267 -13%
NIM
382
NEOS Investment Management
Connecticut
$539K +$94.5K +1,624 +23%
HWAM
383
Hennion & Walsh Asset Management
New Jersey
$539K +$55.3K +950 +12%
JIC
384
Johnson Investment Counsel
Ohio
$538K -$27.1K -465 -5%
SC
385
Steph & Co
Wisconsin
$535K +$32.2K +553 +7%
NB
386
Norinchukin Bank
Japan
$526K +$43.6K +750 +10%
AWS
387
Atria Wealth Solutions
New York
$514K +$49.5K +851 +11%
TWC
388
TD Waterhouse Canada
Ontario, Canada
$511K +$482K +8,289 New
HAG
389
HighPoint Advisor Group
Illinois
$508K +$23.9K +411 +5%
TCA
390
Transcend Capital Advisors
New Jersey
$497K – – –
NB
391
Nicolet Bankshares
Wisconsin
$496K – – –
LFG
392
Larson Financial Group
Missouri
$494K +$329K +5,655 +245%
SS
393
Sunbelt Securities
Texas
$482K +$9.78K +168 +2%
JWM
394
Jeppson Wealth Management
California
$482K -$3.43K -59 -0.8%
EF
395
Empirical Finance
Pennsylvania
$481K +$9.95K +171 +2%
UCFA
396
United Capital Financial Advisors
Texas
$479K +$3.9K +67 +0.9%
PA
397
Parallel Advisors
California
$479K -$55.6K -955 -11%
CPIG
398
Chicago Partners Investment Group
Illinois
$479K +$23.1K +397 +5%
IMCOOI
399
Investment Management Corp of Ontario (IMCO)
Canada
$472K +$140K +2,400 +46%
ECM
400
Evergreen Capital Management
Washington
$469K – – –
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