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YUMC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
426
Checchi Capital Advisers
California
$255K +$221K +5,240 New
FTDI
427
First Trust Direct Indexing
Massachusetts
$254K +$221K +5,247 New
RC
428
RegentAtlantic Capital
New Jersey
$250K -$21K -499 -9%
EWM
429
Evercore Wealth Management
New York
$248K – – –
WB
430
WesBanco Bank
West Virginia
$248K – – –
PWPS
431
Pinnacle Wealth Planning Services
Ohio
$247K -$5.94K -141 -3%
LAM
432
Lountzis Asset Management
Pennsylvania
$247K – – –
RIM
433
Regent Investment Management
Kentucky
$247K – – –
BTI
434
Blue Trust Inc
Georgia
$247K +$250K +5,938 New
CA
435
Clearstead Advisors
Ohio
$246K – – –
GG
436
Gofen & Glossberg
Illinois
$245K -$176K -4,190 -45%
AAS
437
Avantax Advisory Services
Texas
$244K -$3.12K -74 -1%
CIM
438
Confluence Investment Management
Missouri
$244K -$2.11K -50 -1%
BFA
439
Bragg Financial Advisors
North Carolina
$244K – – –
SPF
440
Steven Patrick Farmer
$244K +$212K +5,025 New
AIA
441
Avalon Investment & Advisory
Texas
$241K -$130K -3,098 -38%
KLI
442
Kelman-Lazarov Inc
Tennessee
$239K – – –
BHBT
443
Burke & Herbert Bank & Trust
Virginia
$238K -$44.4K -1,054 -18%
BFO
444
Biltmore Family Office
North Carolina
$237K – – –
CT
445
Cambridge Trust
Massachusetts
$237K – – –
DI
446
DUMAC Inc
North Carolina
$236K – – –
BL
447
Balentine LLC
Georgia
$235K -$268K -6,365 -57%
ACIM
448
Azimuth Capital Investment Management
Michigan
$235K +$204K +4,838 New
AWM
449
Avior Wealth Management
Nebraska
$233K -$6.7K -159 -3%
IF
450
Ironwood Financial
Arizona
$233K +$202K +4,797 New
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