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Evergy
EVRG

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
801
Valley National Advisers
Pennsylvania
$26K – – –
ACA
802
Atlas Capital Advisors
Wyoming
$25.9K – – –
LC
803
Lavaca Capital
Texas
$25.9K – – –
CT
804
Caldwell Trust
Florida
$25.9K +$24.8K +300 New
TSMHT
805
Thurston Springer Miller Herd & Titak
Indiana
$25.8K – – –
SIC
806
SJS Investment Consulting
Ohio
$23.9K +$13.6K +164 +145%
CB
807
Community Bank
New York
$23.9K +$22.9K +276 New
UOTTAIMCU
808
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$23.4K +$22.4K +271 New
MSFP
809
Mark Sheptoff Financial Planning
Connecticut
$23.3K – – –
PWMG
810
Private Wealth Management Group
New Jersey
$22.5K – – –
FMTCOCP
811
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$22K – – –
CWM
812
Consultiva Wealth Management
Puerto Rico
$21.6K – – –
RF
813
Rossby Financial
Florida
$21.3K -$1.82K -22 -8%
GKIM
814
GW&K Investment Management
Massachusetts
$20K -$2.07K -25 -10%
PWA
815
Physician Wealth Advisors
Utah
$19.4K +$1.32K +16 +8%
MCM
816
Manchester Capital Management
Vermont
$18.8K – – –
S
817
Sachetta
Massachusetts
$18.1K +$3.89K +47 +29%
FWA
818
Flagship Wealth Advisors
Massachusetts
$17.3K – – –
BIA
819
Bell Investment Advisors
California
$17.1K – – –
PGAM
820
Princeton Global Asset Management
New Jersey
$16.9K – – –
EWP
821
Elevation Wealth Partners
California
$16.2K +$8.86K +107 +132%
SIM
822
Synergy Investment Management
Florida
$15.9K +$6.96K +84 +83%
BONH
823
Bank of New Hampshire
New Hampshire
$15.5K – – –
CAL
824
Capital Analysts LLC
Pennsylvania
$15K -$1.16K -14 -8%
POIA
825
Pin Oak Investment Advisors
Texas
$15K +$248 +3 +2%
31 32
33
34 35