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YUM

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1301
Abound Financial
California
$12.9K +$12.6K +85 New
EPG
1302
Estate Planners Group
Pennsylvania
$12.8K +$12.4K +84 New
EI
1303
EFG International
$12.3K +$12K +81 New
M
1304
MOTCO
Texas
$12.1K – – –
VWM
1305
Valley Wealth Managers
New Jersey
$12.1K – – –
SC
1306
Steph & Co
Wisconsin
$12.1K +$11.8K +80 New
SWM
1307
SHP Wealth Management
Massachusetts
$11.1K +$10.8K +73 New
MAM
1308
Meeder Asset Management
Ohio
$11K -$11.7M -78,931 -100%
DF
1309
Dunhill Financial
United Kingdom
$10.9K +$593 +4 +6%
CFM
1310
Cornerstone Financial Management
Massachusetts
$10.9K +$10.7K +72 New
RPA
1311
Redwood Park Advisors
California
$10.7K – – –
IRC
1312
Investors Research Corp
Georgia
$10.7K – – –
FMP
1313
Financial Management Professionals
Texas
$10.6K – – –
PPC
1314
Park Place Capital
Alabama
$10.6K – – –
FNWA
1315
Financial Network Wealth Advisors
Utah
$10.6K +$1.19K +8 +13%
PS
1316
PayPay Securities
Japan
$10.6K +$9.48K +64 +1,067%
Q1WB
1317
Quest 10 Wealth Builders
Virginia
$9.53K – – –
AIM
1318
Access Investment Management
Georgia
$9.27K – – –
HHMI
1319
Howard Hughes Medical Institute
Maryland
$9.08K – – –
MCA
1320
McGuire Capital Advisors
Oklahoma
$8.9K +$8.74K +59 New
WBC
1321
West Branch Capital
Massachusetts
$8.78K – – –
KFP
1322
Kerr Financial Planning
California
$8.35K – – –
CCM
1323
Chilton Capital Management
Texas
$8.17K +$593 +4 +8%
HFS
1324
Horizon Financial Services
North Carolina
$8.02K +$1.93K +13 +33%
AW
1325
Avion Wealth
Texas
$8K -$1.93K -13 -19%
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