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Evergy
EVRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
651
Steward Financial Group
Texas
$3K +$3.3K +55 New
RTL
652
Red Tortoise LLC
Georgia
$2.9K +$2.76K +46 New
HFM
653
Hartford Financial Management
Connecticut
$2.77K – – –
RWM
654
Raffa Wealth Management
District of Columbia
$2.08K -$18K -299 -90%
TAIM
655
TD Ameritrade Investment Management
Nebraska
$2K -$360 -6 -13%
TFA
656
Transamerica Financial Advisors
Florida
$2K -$120 -2 -10%
RG
657
Retirement Group
California
$2K +$2.04K +34 New
DSC
658
Duncker Streett & Co
Missouri
$1.95K – – –
CFO
659
CVA Family Office
Colorado
$1.89K -$24K -400 -93%
SC
660
Schubert & Co
Texas
$1.64K -$1.44K -24 -48%
AF
661
Affiance Financial
Minnesota
$1.57K +$1.5K +25 New
TCA
662
Trifecta Capital Advisors
Illinois
$1.57K +$1.5K +25 New
DI
663
Disciplined Investments
Oklahoma
$1.51K -$541 -9 -27%
CA
664
Crewe Advisors
Utah
$1.45K -$19.4K -323 -93%
MPCL
665
My Personal CFO LLC
Washington
$1.45K +$1.38K +23 New
MCM
666
MV Capital Management
Maryland
$1.38K -$1.86K -31 -58%
BWM
667
BerganKDV Wealth Management
Minnesota
$1.2K +$180 +3 +19%
SIC
668
SJS Investment Consulting
Ohio
$1.2K +$541 +9 +90%
AWM
669
Abound Wealth Management
Tennessee
$1.13K – – –
APF
670
Alaska Permanent Fund
Alaska
$1K -$2.22K -37 -76%
PPC
671
Park Place Capital
Alabama
$1K +$1.32K +22 New
BCMLT
672
Beacon Capital Management LLC (Tennessee)
Tennessee
$944 -$6.07K -101 -87%
CB
673
CNB Bank
Pennsylvania
$944 – – –
HWMA
674
Heritage Wealth Management (Arizona)
Arizona
$881 +$420 +7 +100%
TCWA
675
Ten Capital Wealth Advisors
Washington
$818 -$2.4K -40 -75%
25 26
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