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Evergy
EVRG

Name Holding Trade Value Shares
Change 		Change in
Stake
B
426
Bailard
California
$241K +$1.04K +16 +0.5%
WKWM
427
Walter & Keenan Wealth Management
Indiana
$240K – – –
SS
428
Sunbelt Securities
Texas
$239K +$18.9K +290 +9%
CFGS
429
Concourse Financial Group Securities
Alabama
$235K +$145K +2,236 +188%
BF
430
BOK Financial
Oklahoma
$235K +$223K +3,427 New
CPIA
431
Cornell Pochily Investment Advisors
New York
$234K +$222K +3,416 New
AWA
432
Arete Wealth Advisors
Illinois
$234K +$223K +3,433 New
AP
433
Advisor Partners
California
$232K +$219K +3,369 New
EF
434
Empirical Finance
Pennsylvania
$228K +$216K +3,316 New
MCM
435
MAI Capital Management
Ohio
$228K +$216K +3,329 New
IAS
436
IMA Advisory Services
Colorado
$226K – – –
TCA
437
Transcend Capital Advisors
New Jersey
$226K – – –
WIA
438
World Investment Advisors
California
$225K – – –
PA
439
Parallel Advisors
California
$224K -$5.4K -83 -2%
WI
440
WrapManager Inc
California
$223K +$211K +3,253 New
CFA
441
Compass Financial Advisors
Indiana
$220K +$208K +3,201 New
SIA
442
Soltis Investment Advisors
Utah
$218K +$206K +3,171 New
AIP
443
Ameritas Investment Partners
Nebraska
$216K – – –
CA
444
Cetera Advisors
Colorado
$214K -$34.1K -525 -14%
RFM
445
Royal Fund Management
Florida
$214K +$203K +3,129 New
EWM
446
Empirical Wealth Management
Washington
$212K -$113K -1,735 -36%
MW
447
Marcum Wealth
Ohio
$211K +$200K +3,070 New
CG
448
Caprock Group
Idaho
$210K +$199K +3,055 New
DWT
449
Dorsey & Whitney Trust
South Dakota
$210K +$200K +3,080 New
IFS
450
Ifrah Financial Services
Arkansas
$208K +$197K +3,027 New
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