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Evergy
EVRG

Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
551
Harvest Group Wealth Management
Massachusetts
$5K – – –
AW
552
Avion Wealth
Texas
$5K +$5.98K +91 New
OAM
553
Optimal Asset Management
California
$4.38K +$2.31M +35,110 +79%
APWM
554
Atlas Private Wealth Management
New York
$4K – – –
JFA
555
JNBA Financial Advisors
Minnesota
$4K – – –
WAP
556
Wealthcare Advisory Partners
Pennsylvania
$4K +$66 +1 +2%
ZB
557
Zions Bancorporation
Utah
$4K +$854 +13 +22%
PW
558
Price Wealth
Texas
$4K +$1.31K +20 +36%
FDCDDQ
559
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.91K – – –
AIM
560
Artemis Investment Management
United Kingdom
$3.84K -$4.1M -62,330 -47%
BWM
561
BerganKDV Wealth Management
Minnesota
$3K -$23.8K -362 -86%
EFSCE
562
Enterprise Financial Services Corp (EFSC)
Missouri
$3K -$1.45K -22 -27%
SMFS
563
Squar Milner Financial Services
California
$3K – – –
TAIM
564
TD Ameritrade Investment Management
Nebraska
$3K +$591 +9 +18%
HFM
565
Hartford Financial Management
Connecticut
$2K -$13.1K -200 -82%
OSAM
566
O'Shaughnessy Asset Management
Connecticut
$2K -$6.64K -101 -76%
HR
567
Howe & Rusling
New York
$2K -$66 -1 -3%
CFA
568
Carroll Financial Associates
North Carolina
$2K – – –
TFGT
569
TS Financial Group (TSFG)
Illinois
$2K – – –
HIM
570
Hillsdale Investment Management
Ontario, Canada
$2K +$1.97K +30 New
FGAM
571
Financial Gravity Asset Management
Texas
$1.67K -$4.6K -70 -70%
WWM
572
Willingdon Wealth Management
North Carolina
$1K -$4.71M -71,677 -100%
CB
573
CNB Bank
Pennsylvania
$1K – – –
CCA
574
Column Capital Advisors
Indiana
$1K – – –
PFGIA
575
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
21 22
23
24 25