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Evergy
EVRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
651
Caldwell Trust
Florida
$5.9K – – –
SAM
652
Smartleaf Asset Management
Massachusetts
$5.89K +$4.38K +87 New
SWS
653
SYSTM Wealth Solutions
Illinois
$5.78K +$5.59K +111 New
SIC
654
Salem Investment Counselors
North Carolina
$5.74K – – –
RFG
655
RFP Financial Group
Georgia
$5.69K – – –
NECFA
656
New England Capital Financial Advisors
Connecticut
$5.22K +$5.03K +100 New
AAG
657
Armstrong Advisory Group
Massachusetts
$5.12K -$26.9K -534 -84%
KOCAA
658
Knights of Columbus Asset Advisors
Connecticut
$5.12K +$4.93K +98 New
AWM
659
Avior Wealth Management
Nebraska
$5.01K -$31.5K -626 -87%
PO
660
Private Ocean
California
$5.01K – – –
BC
661
Bartlett & Co
Ohio
$5K – – –
AGWCA
662
Annis Gardner Whiting Capital Advisors
Florida
$4.86K -$403 -8 -8%
BCWM
663
Bartlett & Co Wealth Management
Ohio
$4.65K – – –
VWM
664
Venturi Wealth Management
Texas
$4.65K +$4.48K +89 New
BIA
665
Bell Investment Advisors
California
$4.49K +$1.61K +32 +59%
CAL
666
Capital Analysts LLC
Pennsylvania
$4K -$4.38K -87 -54%
GCM
667
Gables Capital Management
Florida
$3.92K -$1.26K -25 -25%
JFA
668
JNBA Financial Advisors
Minnesota
$3.81K – – –
FDCDDQ
669
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.71K – – –
HCM
670
Hollencrest Capital Management
California
$3.39K – – –
EBA
671
Eagle Bay Advisors
New York
$3.34K -$1.26K -25 -28%
MCM
672
Manchester Capital Management
Vermont
$2.82K +$1.76K +35 +184%
PIS
673
POM Investment Strategies
North Carolina
$2.36K +$2.27K +45 New
FFO
674
Fortitude Family Office
Arizona
$2.14K +$2.06K +41 New
SL
675
Salomon & Ludwin
Virginia
$1.98K – – –
25 26
27
28 29