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Evergy
EVRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CH
726
Cromwell Holdings
Wyoming
$56K – – –
CP
727
Camelot Portfolios
Ohio
$55.6K +$58.2K +767 New
MCM
728
MV Capital Management
Maryland
$51.8K +$152 +2 +0.3%
KFI
729
Key Financial Inc
Pennsylvania
$51.8K +$8.8K +116 +19%
PB
730
Pinnacle Bancorp
Nebraska
$51.5K +$1.37K +18 +3%
PWPS
731
Pinnacle Wealth Planning Services
Ohio
$50.7K +$53.1K +700 New
ZBNA
732
Zions Bancorporation, National Association
Utah
$50.4K – – –
BOJHT
733
Bank of Jackson Hole Trust
Wyoming
$49.1K +$13.6K +179 +36%
FAMI
734
Fideuram Asset Management (Ireland)
$48.8K +$57K +751 New
OL
735
OneFund LLC
Florida
$48.4K +$3.04K +40 +6%
HWA
736
Heritage Wealth Advisors
Virginia
$47.7K – – –
RFP
737
Root Financial Partners
California
$45.7K +$4.17K +55 +10%
PCFFS
738
Pacific Center for Financial Services
California
$45.5K – – –
CA
739
CoreCap Advisors
Michigan
$44.4K +$17.5K +231 +60%
DAM
740
Delta Asset Management
Tennessee
$43.9K – – –
MFC
741
Mechanics Financial Corp
Ohio
$43.9K – – –
DIP
742
DT Investment Partners
Pennsylvania
$43.5K – – –
EW
743
Elyxium Wealth
California
$43.2K +$45.2K +596 New
WTC
744
WhitTier Trust Company
Nevada
$42.2K – – –
TTIC
745
Tower Trust & Investment Company
Iowa
$42K +$43.9K +579 New
IBOK
746
Independence Bank of Kentucky
Kentucky
$40.3K – – –
IAS
747
IMA Advisory Services
Colorado
$40.1K -$33.9K -447 -45%
DMBA
748
Deseret Mutual Benefit Administrators
Utah
$39.7K -$6.45K -85 -13%
TWD
749
True Wealth Design
Ohio
$39.6K -$152 -2 -0.4%
MFT
750
Moisand Fitzgerald Tamayo
Florida
$38.7K – – –
28 29
30
31 32