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Evergy
EVRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
776
Carolina Wealth Advisors
South Carolina
$41.3K – – –
AW
777
Avion Wealth
Texas
$41K – – –
BWA
778
Basecamp Wealth Advisors
Washington
$40.1K – – –
SS
779
SBI Securities
Japan
$40K +$994 +12 +3%
CA
780
Crewe Advisors
Utah
$39.8K +$26.9K +325 +239%
PB
781
Prosperity Bancshares
Texas
$38.3K – – –
AFC
782
Ares Financial Consulting
California
$37.2K – – –
RF
783
Roxbury Financial
New Jersey
$34.5K +$248 +3 +0.8%
APFP
784
Action Point Financial Planning
Michigan
$34.4K +$33.2K +401 New
ABWM
785
Alpine Bank Wealth Management
Colorado
$33.4K +$32K +387 New
CT
786
Clearstead Trust
Maine
$32.9K – – –
AG
787
AmeriFlex Group
Nevada
$31.8K +$3.81K +46 +14%
BH
788
Burk Holdings
Oklahoma
$31.4K – – –
CHC
789
City Holding Co
West Virginia
$30.9K – – –
BGAI
790
Bruce G. Allen Investments
Colorado
$30.4K – – –
BWL
791
Bogart Wealth LLC
Virginia
$30.3K +$745 +9 +3%
MB
792
MidFirst Bank
Oklahoma
$30.3K – – –
KC
793
Knuff & Co
California
$30.3K +$29K +350 New
ST
794
Smithfield Trust
Pennsylvania
$30K – – –
ZBNA
795
Zions Bancorporation, National Association
Utah
$28.9K -$7.53K -91 -21%
CB
796
CNB Bank
Pennsylvania
$28K – – –
EWM
797
Evermay Wealth Management
Virginia
$27.7K +$8.36K +101 +46%
HIIFS
798
Harel Insurance Investments & Financial Services
Israel
$27K +$2.57K +31 +11%
SWM
799
SHP Wealth Management
Massachusetts
$27K -$2.73K -33 -10%
EP
800
Essential Partners
California
$26.9K +$3.73K +45 +17%
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