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YUMC

Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
426
First Trust Direct Indexing
Massachusetts
$254K +$221K +5,247 New
RC
427
RegentAtlantic Capital
New Jersey
$250K -$21K -499 -9%
EWM
428
Evercore Wealth Management
New York
$248K – – –
WB
429
WesBanco Bank
West Virginia
$248K – – –
PWPS
430
Pinnacle Wealth Planning Services
Ohio
$247K -$5.94K -141 -3%
LAM
431
Lountzis Asset Management
Pennsylvania
$247K – – –
RIM
432
Regent Investment Management
Kentucky
$247K – – –
BTI
433
Blue Trust Inc
Georgia
$247K +$250K +5,938 New
CA
434
Clearstead Advisors
Ohio
$246K – – –
GG
435
Gofen & Glossberg
Illinois
$245K -$176K -4,190 -45%
AAS
436
Avantax Advisory Services
Texas
$244K -$3.12K -74 -1%
CIM
437
Confluence Investment Management
Missouri
$244K -$2.11K -50 -1%
BFA
438
Bragg Financial Advisors
North Carolina
$244K – – –
SPF
439
Steven Patrick Farmer
$244K +$212K +5,025 New
AIA
440
Avalon Investment & Advisory
Texas
$241K -$130K -3,098 -38%
KLI
441
Kelman-Lazarov Inc
Tennessee
$239K – – –
BHBT
442
Burke & Herbert Bank & Trust
Virginia
$238K -$44.4K -1,054 -18%
BFO
443
Biltmore Family Office
North Carolina
$237K – – –
CT
444
Cambridge Trust
Massachusetts
$237K – – –
DI
445
DUMAC Inc
North Carolina
$236K – – –
BL
446
Balentine LLC
Georgia
$235K -$268K -6,365 -57%
ACIM
447
Azimuth Capital Investment Management
Michigan
$235K +$204K +4,838 New
AWM
448
Avior Wealth Management
Nebraska
$233K -$6.7K -159 -3%
IF
449
Ironwood Financial
Arizona
$233K +$202K +4,797 New
CT
450
Caldwell Trust
Florida
$233K +$198K +4,695 +4,695%
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