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Evergy
EVRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
426
Sound Income Strategies
Florida
$252K – – –
BMSSC
427
B. Metzler seel. Sohn & Co
Germany
$249K +$237K +3,644 New
B
428
Bailard
California
$241K +$1.04K +16 +0.5%
WKWM
429
Walter & Keenan Wealth Management
Indiana
$240K – – –
SS
430
Sunbelt Securities
Texas
$239K +$18.9K +290 +9%
CFGS
431
Concourse Financial Group Securities
Alabama
$235K +$145K +2,236 +188%
BF
432
BOK Financial
Oklahoma
$235K +$223K +3,427 New
CPIA
433
Cornell Pochily Investment Advisors
New York
$234K +$222K +3,416 New
AWA
434
Arete Wealth Advisors
Illinois
$234K +$223K +3,433 New
AP
435
Advisor Partners
California
$232K +$219K +3,369 New
EF
436
Empirical Finance
Pennsylvania
$228K +$216K +3,316 New
MCM
437
MAI Capital Management
Ohio
$228K +$216K +3,329 New
IAS
438
IMA Advisory Services
Colorado
$226K – – –
TCA
439
Transcend Capital Advisors
New Jersey
$226K – – –
WIA
440
World Investment Advisors
California
$225K – – –
PA
441
Parallel Advisors
California
$224K -$5.4K -83 -2%
WI
442
WrapManager Inc
California
$223K +$211K +3,253 New
CFA
443
Compass Financial Advisors
Indiana
$220K +$208K +3,201 New
SIA
444
Soltis Investment Advisors
Utah
$218K +$206K +3,171 New
AIP
445
Ameritas Investment Partners
Nebraska
$216K – – –
CA
446
Cetera Advisors
Colorado
$214K -$34.1K -525 -14%
RFM
447
Royal Fund Management
Florida
$214K +$203K +3,129 New
EWM
448
Empirical Wealth Management
Washington
$212K -$113K -1,735 -36%
MW
449
Marcum Wealth
Ohio
$211K +$200K +3,070 New
CG
450
Caprock Group
Idaho
$210K +$199K +3,055 New
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