13F

Position

CreativeOne Wealth, LLC in Evergy, Inc.

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $244.9K$72.49$81.92

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202526K$1.88M0.0%
Q1 202626.1K$2.14M$81.92$244.9K$9.09K0.1%