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Evergy
EVRG

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
776
Basecamp Wealth Advisors
Washington
$40.1K – – –
SS
777
SBI Securities
Japan
$40K +$994 +12 +3%
CA
778
Crewe Advisors
Utah
$39.8K +$26.9K +325 +239%
PB
779
Prosperity Bancshares
Texas
$38.3K – – –
AFC
780
Ares Financial Consulting
California
$37.2K – – –
RF
781
Roxbury Financial
New Jersey
$34.5K +$248 +3 +0.8%
APFP
782
Action Point Financial Planning
Michigan
$34.4K +$33.2K +401 New
ABWM
783
Alpine Bank Wealth Management
Colorado
$33.4K +$32K +387 New
CT
784
Clearstead Trust
Maine
$32.9K – – –
AG
785
AmeriFlex Group
Nevada
$31.8K +$3.81K +46 +14%
BH
786
Burk Holdings
Oklahoma
$31.4K – – –
CHC
787
City Holding Co
West Virginia
$30.9K – – –
BGAI
788
Bruce G. Allen Investments
Colorado
$30.4K – – –
BWL
789
Bogart Wealth LLC
Virginia
$30.3K +$745 +9 +3%
MB
790
MidFirst Bank
Oklahoma
$30.3K – – –
KC
791
Knuff & Co
California
$30.3K +$29K +350 New
ST
792
Smithfield Trust
Pennsylvania
$30K – – –
ZBNA
793
Zions Bancorporation, National Association
Utah
$28.9K -$7.53K -91 -21%
CB
794
CNB Bank
Pennsylvania
$28K – – –
EWM
795
Evermay Wealth Management
Virginia
$27.7K +$8.36K +101 +46%
HIIFS
796
Harel Insurance Investments & Financial Services
Israel
$27K +$2.57K +31 +11%
SWM
797
SHP Wealth Management
Massachusetts
$27K -$2.73K -33 -10%
EP
798
Essential Partners
California
$26.9K +$3.73K +45 +17%
B
799
Bayban
Minnesota
$26.8K – – –
W
800
WealthCollab
Washington
$26.3K – – –
30 31
32
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