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Evergy
EVRG

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
601
Lindbrook Capital
California
$22.2K +$7.1K +141 +50%
VNA
602
Valley National Advisers
Pennsylvania
$22K +$252 +5 +1%
BWM
603
Baystate Wealth Management
Massachusetts
$21.5K +$4.23K +84 +26%
ST
604
Smithfield Trust
Pennsylvania
$21K -$28.9K -574 -59%
DAC
605
Dividend Assets Capital
South Carolina
$21K – – –
FMII
606
Farmers & Merchants Investments Inc
Nebraska
$20K – – –
CT
607
Cambridge Trust
Massachusetts
$19.6K – – –
RTL
608
Red Tortoise LLC
Georgia
$19.1K -$2.31K -46 -11%
VCM
609
Versant Capital Management
Arizona
$18.5K +$3.07K +61 +21%
PMFA
610
Plante Moran Financial Advisors
Michigan
$18.3K +$17.6K +350 New
FWM
611
FSA Wealth Management
Massachusetts
$17K +$16.6K +330 New
GXJ
612
Global X Japan
Japan
$16.5K +$16K +317 New
GG
613
Greenwood Gearhart
Arkansas
$16.4K +$15.8K +314 New
TIM
614
Tortoise Investment Management
New York
$16.3K – – –
TCWA
615
Turtle Creek Wealth Advisors
Texas
$16.1K +$15.6K +309 New
FDCP
616
Foster Dykema Cabot & Partners
Massachusetts
$16K +$15.5K +307 New
FCAS
617
First Command Advisory Services
Texas
$15.7K – – –
WT
618
Washington Trust
Rhode Island
$15.6K -$17.6K -349 -54%
FWM
619
Focused Wealth Management
New York
$14.5K +$151 +3 +1%
ZB
620
Zions Bancorporation
Utah
$14.3K -$20.6K -410 -60%
HWA
621
HHM Wealth Advisors
Tennessee
$14.1K +$13.6K +270 New
PP
622
Pacifica Partners
Canada
$14.1K – – –
MSFP
623
Mark Sheptoff Financial Planning
Connecticut
$14K – – –
NSIM
624
North Star Investment Management
Illinois
$14K -$403 -8 -3%
WIA
625
Wetzel Investment Advisors
Indiana
$14K +$13K +259 New
23 24
25
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