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YUMC

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
426
Moors & Cabot
Massachusetts
$228K +$169K +5,066 New
NAM
427
Nissay Asset Management
Japan
$228K +$169K +5,063 New
BFA
428
Bragg Financial Advisors
North Carolina
$226K +$167K +5,020 New
CF
429
Corebridge Financial
Texas
$222K -$13.3K -400 -7%
CIA
430
Concurrent Investment Advisors
Florida
$220K +$162K +4,877 New
FTDI
431
First Trust Direct Indexing
Massachusetts
$218K +$162K +4,852 New
VFA
432
Valeo Financial Advisors
Indiana
$217K +$161K +4,828 New
KLI
433
Kelman-Lazarov Inc
Tennessee
$208K +$154K +4,619 New
KPWS
434
Kestra Private Wealth Services
Texas
$206K +$152K +4,571 New
CCM
435
Coldstream Capital Management
Washington
$203K +$150K +4,492 New
WAG
436
Wiser Advisor Group
Arizona
$203K -$20.7K -622 -12%
BWM
437
BigSur Wealth Management
Florida
$203K +$150K +4,505 New
RFC
438
Regions Financial Corp
Alabama
$202K +$149K +4,480 New
IF
439
Ironwood Financial
Arizona
$201K +$149K +4,474 New
SCA
440
Snowden Capital Advisors
New York
$201K +$149K +4,465 New
CL
441
Choreo LLC
Illinois
$201K +$141K +4,235 New
SIC
442
SJS Investment Consulting
Ohio
$194K – – –
WTC
443
WhitTier Trust Company
Nevada
$191K -$40.4K -1,214 -22%
BFPW
444
BOK Financial Private Wealth
Colorado
$186K +$87.9K +2,642 +176%
WT
445
Washington Trust
Rhode Island
$186K – – –
CCG
446
Ceeto Capital Group
Florida
$180K +$133K +4,000 New
AWM
447
Avior Wealth Management
Nebraska
$177K – – –
FDCDDQ
448
Federation des caisses Desjardins du Quebec
Quebec, Canada
$177K -$181K -5,447 -58%
LIP
449
Liontrust Investment Partners
United Kingdom
$175K – – –
HGERS
450
Householder Group Estate & Retirement Specialist
Arizona
$169K – – –
16 17
18
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