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Evergy
EVRG

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
601
Mowery & Schoenfeld Wealth Management
Illinois
$62.4K +$2.35K +38 +4%
GJIA
602
Glass Jacobson Investment Advisors
Maryland
$62.2K – – –
HPC
603
HM Payson & Co
Maine
$61.5K -$309 -5 -0.5%
FFC
604
First Financial Corp
Indiana
$61.5K – – –
MA
605
Montag & Associates
Georgia
$61.5K – – –
RWM
606
Ruedi Wealth Management
Illinois
$61.5K – – –
TFA
607
Toth Financial Advisory
Virginia
$61.5K – – –
RMP
608
Richards, Merrill & Peterson
Washington
$61.5K +$61.8K +1,000 New
PA
609
PSI Advisors
Florida
$61.5K – – –
RL
610
Rogco LP
Oklahoma
$59.2K – – –
CSC
611
Caldwell Sutter Capital
California
$58.8K – – –
CFO
612
CVA Family Office
Colorado
$58.5K +$14.4K +233 +32%
CA
613
Crewe Advisors
Utah
$55.4K – – –
PS
614
Principal Securities
Iowa
$55.3K +$7.61K +123 +16%
ADL
615
Asset Dedication LLC
California
$53.7K -$804 -13 -1%
WTC
616
WhitTier Trust Company
Nevada
$52.9K – – –
SA
617
SRH Advisors
Kansas
$51.8K – – –
HCP
618
Hexagon Capital Partners
Arkansas
$49.9K +$17.3K +280 +53%
CSB
619
City State Bank
Iowa
$49.7K – – –
CHC
620
City Holding Co
West Virginia
$49.7K – – –
RTC
621
Riverview Trust Company
Washington
$49.5K – – –
PFBT
622
Parkside Financial Bank & Trust
Missouri
$49.1K +$3.4K +55 +7%
SS
623
SBI Securities
Japan
$49.1K +$49.3K +797 New
BHWM
624
Beaird Harris Wealth Management
Texas
$48.8K +$49K +793 New
LC
625
Lindbrook Capital
California
$48.4K +$742 +12 +2%
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