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Evergy
EVRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
701
Cary Street Partners Investment Advisory
Virginia
$33.7K +$31.9K +488 New
CWA
702
Carolina Wealth Advisors
South Carolina
$33K – – –
CT
703
Clearstead Trust
Maine
$32.5K +$30.8K +471 New
ABWM
704
Alpine Bank Wealth Management
Colorado
$32.2K +$30.6K +467 New
LI
705
LRI Investments
Florida
$32.2K +$30.6K +467 New
FNWM
706
Financial Network Wealth Management
Utah
$32K +$31.3K +478 New
TWD
707
True Wealth Design
Ohio
$31.6K +$6.61K +101 +28%
PTC
708
Private Trust Company
Ohio
$30.8K -$1.44K -22 -5%
PPA
709
Painted Porch Advisors
California
$29.3K – – –
FA
710
Financial Avengers
California
$29.3K +$327 +5 +1%
AW
711
Avion Wealth
Texas
$28K – – –
C
712
Covestor
United Kingdom
$27K +$12.2K +186 +91%
RF
713
Roxbury Financial
New Jersey
$26K +$327 +5 +1%
BL
714
BFSG LLC
California
$25.2K +$23.9K +365 New
BGAI
715
Bruce G. Allen Investments
Colorado
$24.7K – – –
CFS
716
Compass Financial Services
Iowa
$23.9K +$22.6K +346 New
ST
717
Smithfield Trust
Pennsylvania
$23K – – –
FWM
718
FSA Wealth Management
Massachusetts
$22.7K – – –
AG
719
AmeriFlex Group
Nevada
$22.1K – – –
POIA
720
Pin Oak Investment Advisors
Texas
$22K – – –
RTL
721
Red Tortoise LLC
Georgia
$21.5K – – –
W
722
WealthCollab
Washington
$21K +$5.56K +85 +39%
FDCP
723
Foster Dykema Cabot & Partners
Massachusetts
$20.6K – – –
VNA
724
Valley National Advisers
Pennsylvania
$20K +$262 +4 +1%
SC
725
SouthState Corp
Florida
$19.7K +$18.7K +286 New
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