Hedge Fund Database

LION STREET ADVISORS, LLC

Adviser information for LION STREET ADVISORS, LLC last updated from Form ADV on March 30th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Texas, United States

Employees

Total Number of Employees 156
Investment Advisory/Research 141
Registered Broker-Dealer Representatives 132
Registered State Investment Advisers 141
Licensed Agents of an Insurance Company 126
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 5,819 $1.7B
Non-Discretionary 1,707 $645.3M
Total 7,526 $2.3B

Clients

Type Number RAUM
Individuals 4,797 $1.4B
HNW Individuals 149 $489.8M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 21 $466.6M
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 0
Both for Same 260.9M
Portfolio Manager to Program Sponsor
LION STREET ADVISORS PARAMOUNT PROGRAM LION STREET ADVISORS, LLC

Identifiers

SEC RIA File Number 801-107414
SEC ERA File Number 801-107414
SEC CIK Numbers 1801991
SEC CRD Numbers 167610
Legal Entity Identifier None

Principal Office

515 CONGRESS AVE
SUITE 2500
AUSTIN
TX
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: 512-776-8400, Fax: 512-776-8401

Websites

www.hfllc.com www.iandeplanning.com www.curtisandassociates.com www.finleydavis.com www.peak360wealth.com www.oakmontgroup.com www.destinyfg.com felicianofinancial.com www.flahco.com alterraadvisors.com/ www.csenge.com/ www.mezrahconsulting.com www.clearpointadvisorsllc.com radianpartners.net/ www.arisgarde.com www.artemisdallas.com visionlink.co www.lionstreet.com www.viningscorp.com sapers-wallack.com gardnerbrownassociates.com philafinancial.com stibawmg.com hundmanwealth.com www.benefitrfp.com www.stickneyresearch.com/ www.cowart-group.com www.paradigmgilbert.com www.higginbothamfinancial.com www.axg-advisors.com www.bhrlife.com www.calibratewealthpartners.com www.chansamson.com www.colterdennis.com www.crescentwealth.com www.dukefinancialpartners.com www.elizabethhusserl.com www.financialsuccessstrategies.com www.fpnf.com www.generationswa.com www.higleyfinancial.com www.jpatrickmcdowell.com www.kentor.com www.nabity.com www.oswaldcompanies.com www.oswaldcompanies.com www.reignwa.com www.risk-strategies.com/financial-wealth www.solenture.com www.southernoakadvisory.com www.stratlegacy.com www.tritonwealth.org www.truenorthcompanies.com www.wayfinder-wealth.com www.wealthcompile.com www.balboatax.com www.yfginc.net www.ironcladstrategies.com

Chief Compliance Officer

CARIE HECKLER
CHIEF COMPLIANCE OFFICER
515 CONGRESS AVE
STE 2500
AUSTIN
TX
United States
Tel: 512-776-8433
Fax: 512-776-8401
(Full email address available in API data)

Regulatory Contact

JOHN BURMEISTER
PRESIDENT & CEO
515 CONGRESS AVE
STE 2500
AUSTIN
TX
United States
Tel: 512-776-8423
Fax: 512-776-8401
(Full email address available in API data)

Industry Affiliates

ANNEXUS SECURITIES, LLC Broker-dealer, municipal securities dealer, or gov securities broker or dealer
BROKERS FINANCIAL Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial planners
FIRST PALLADIUM, LLC Broker-dealer, municipal securities dealer, or gov securities broker or dealer
GLADSTONE WEALTH PARTNERS Other investment adviser, including financial planners
INTEGRITY ADVISORY SOLUTIONS Other investment adviser, including financial planners
LION STREET FINANCIAL, LLC Broker-dealer, municipal securities dealer, or gov securities broker or dealer
LION STREET, LLC Insurance company or agency
WEALTH MANAGEMENT Other investment adviser, including financial planners

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
HECKLER, CARIE, MARIE Individual – CCO 05/2013 < 5%
LION STREET, LLC Domestic Entity – HOLDING COMPANY 01/2022 > 75%
BURMEISTER, JOHN, FREDRICK Individual – PRESIDENT & CEO 11/2013 < 5%
INTEGRITY MARKETING PARTNERS, LLC Domestic Entity LION STREET, LLC HOLDING COMPANY 01/2022 > 75%
INTEGRITY MARKETING ACQUISITION, LLC Domestic Entity INTEGRITY MARKETING PARTNERS, LLC MEMBER 06/2016 > 75%
INTEGRITY MARKETING GROUP, LLC Domestic Entity INTEGRITY MARKETING PARENT, LLC MEMBER 11/2018 > 75%
INTEGRITY MARKETING INTERMEDIATE, LLC Domestic Entity INTEGRITY MARKETING ACQUISITION, LLC MEMBER 06/2016 > 75%
INTEGRITY MARKETING PARENT, LLC Foreign Entity INTEGRITY MARKETING INTERMEDIATE, LLC MEMBER 11/2018 > 75%

No. Employees, Historic

2001000202020212022202320242025113 on 3/30/2020113 on 6/4/2020113 on 11/10/2020113 on 1/15/2021127 on 4/1/2021127 on 6/23/2021127 on 3/30/2022127 on 1/31/2023127 on 1/31/2023127 on 2/17/2023146 on 3/31/2023146 on 9/26/2023156 on 3/30/2024

RAUM, Historic

3B2B02020202120222023202420251032019541 on 3/30/20201032019541 on 6/4/20201032019541 on 11/10/20201032019541 on 1/15/20211147410827 on 4/1/20211147410827 on 6/23/20211399371962 on 3/30/20221399371962 on 1/31/20231399371962 on 1/31/20231399371962 on 2/17/20231401128630 on 3/31/20231401128630 on 9/26/20232341977930 on 3/30/2024

No. Clients, Historic

5,0002,50002020202120222023202420251631 on 3/30/20201631 on 6/4/20201631 on 11/10/20201631 on 1/15/20212452 on 4/1/20212452 on 6/23/20213096 on 3/30/20223096 on 1/31/20233096 on 1/31/20233096 on 2/17/20232230 on 3/31/20232230 on 9/26/20234967 on 3/30/2024

Holdings

From latest 13F, filed July 12th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 386K 4K –
ABBVIE INC COM 1M 6K –
ADOBE INC COM 304K 547 –
AIR PRODS & CHEMS INC COM 446K 2K –
ALIBABA GROUP HLDG LTD SPONSORED ADS 326K 5K –
ALPHABET INC CAP STK CL A 2M 10K –
ALPHABET INC CAP STK CL C 1M 6K –
AMAZON COM INC COM 5M 24K –
AMERICAN CENTY ETF TR AVANTIS CORE FI 1M 29K –
AMERICAN CENTY ETF TR AVANTIS EMGMKT 465K 8K –
AMERICAN CENTY ETF TR AVANTIS SHFXDINC 495K 11K –
AMERICAN CENTY ETF TR AVANTIS US SMALL 371K 7K –
AMERICAN CENTY ETF TR INTL EQT ETF 937K 15K –
AMERICAN CENTY ETF TR US EQT ETF 3M 31K –
AMERICAN CENTY ETF TR US SML CP VALU 395K 4K –
AMGEN INC COM 716K 2K –
APPLE INC COM 6M 28K –
APPLIED MATLS INC COM 249K 1K –
ASTRAZENECA PLC SPONSORED ADR 270K 3K –
AT&T INC COM 255K 13K –
AXSOME THERAPEUTICS INC COM 669K 8K –
BANK AMERICA CORP COM 631K 16K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 290K 712 –
BLACKROCK ETF TRUST US EQT FACTOR 251K 5K –
BLACKROCK INC COM 239K 303 –
BLINK CHARGING CO COM 256K 94K –
BRISTOL-MYERS SQUIBB CO COM 509K 12K –
BROADCOM INC COM 520K 324 –
CANADIAN NATL RY CO COM 231K 2K –
CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 316K 10K –
CARDIOL THERAPEUTICS INC COM CL A 505K 253K –
CATERPILLAR INC COM 1M 3K –
CHEVRON CORP NEW COM 1M 9K –
CHEWY INC CL A 425K 16K –
CHIPOTLE MEXICAN GRILL INC COM 351K 6K –
CISCO SYS INC COM 933K 20K –
CLOROX CO DEL COM 657K 5K –
COCA COLA CO COM 2M 30K –
CONOCOPHILLIPS COM 217K 2K –
CONSOLIDATED EDISON INC COM 320K 4K –
CONSTELLATION BRANDS INC CL A 356K 1K –
CORNING INC COM 885K 23K –
COSTCO WHSL CORP NEW COM 5M 6K –
CROWN CASTLE INC COM 369K 4K –
CSX CORP COM 251K 7K –
CUMMINS INC COM 326K 1K –
CVS HEALTH CORP COM 428K 7K –
DARDEN RESTAURANTS INC COM 3M 20K –
DEERE & CO COM 273K 731 –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 607K 19K –
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 202K 5K –
DISNEY WALT CO COM 393K 4K –
DNP SELECT INCOME FD INC COM 107K 13K –
DOMINION ENERGY INC COM 254K 5K –
DOW INC COM 678K 13K –
EATON CORP PLC SHS 731K 2K –
ELECTRONIC ARTS INC COM 750K 5K –
ELI LILLY & CO COM 396K 438 –
ENERGY TRANSFER L P COM UT LTD PTN 237K 15K –
ENTERPRISE PRODS PARTNERS L COM 307K 11K –
EVERGY INC COM 643K 12K –
EXPEDIA GROUP INC COM NEW 255K 2K –
EXXON MOBIL CORP COM 3M 29K –
FEDEX CORP COM 594K 2K –
FIRST TR EXCH TRADED FD III PFD SECS INC ETF 1M 58K –
FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 224K 3K –
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 1M 23K –
FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 2M 30K –
FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 650K 19K –
FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 638K 26K –
FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 1M 50K –
FIRST TR EXCHNG TRADED FD VI FT VEST NAS 507K 19K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 238K 7K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S. 287K 8K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 251K 6K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 709K 16K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 425K 10K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 2M 39K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 864K 19K –
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 239K 6K –
FIRST TR MORNINGSTAR DIVID L SHS 757K 20K –
FIRST TR NAS100 EQ WEIGHTED SHS 219K 2K –
FIRST TR VALUE LINE DIVID IN SHS 495K 12K –
FORTINET INC COM 862K 14K –
FOUR CORNERS PPTY TR INC COM 247K 10K –
GARMIN LTD SHS 951K 6K –
GENERAL MLS INC COM 49M 781K –
GENERAL MTRS CO COM 268K 6K –
GRAY TELEVISION INC COM 104K 20K –
HASBRO INC COM 294K 5K –
HDFC BANK LTD SPONSORED ADS 245K 4K –
HOME DEPOT INC COM 478K 1K –
INGERSOLL RAND INC COM 420K 5K –
INNOVATOR ETFS TRUST EQUITY DEF PROTN 360K 13K –
INNOVATOR ETFS TRUST US EQTY BUF DEC 344K 8K –
INNOVATOR ETFS TRUST US EQTY BUF NOV 229K 6K –
INNOVATOR ETFS TRUST US EQTY BUF SEP 831K 20K –
INNOVATOR ETFS TRUST US EQTY BUFR MAY 1M 31K –
INNOVATOR ETFS TRUST US EQTY PWR BF 244K 7K –
INTEL CORP COM 271K 9K –
INTERNATIONAL BUSINESS MACHS COM 1M 6K –
INTUITIVE SURGICAL INC COM NEW 468K 1K –
INVESCO EXCH TRADED FD TR II PFD ETF 466K 40K –
INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 273K 3K –
INVESCO EXCH TRADED FD TR II S&P EMRNG MKTS 205K 9K –
INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 236K 2K –
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 493K 13K –
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 958K 25K –
INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 295K 3K –
INVESCO QQQ TR UNIT SER 1 8M 16K –
ISHARES TR 1 3 YR TREAS BD 334K 4K –
ISHARES TR CORE HIGH DV ETF 1M 10K –
ISHARES TR CORE S&P MCP ETF 375K 6K –
ISHARES TR CORE S&P SCP ETF 519K 5K –
ISHARES TR CORE S&P500 ETF 3M 6K –
ISHARES TR CORE TOTAL USD 435K 10K –
ISHARES TR EAFE GRWTH ETF 222K 2K –
ISHARES TR EAFE VALUE ETF 362K 7K –
ISHARES TR HDG MSCI EAFE 360K 10K –
ISHARES TR INVESTMENT GRADE 714K 16K –
ISHARES TR ISHARES SEMICDTR 273K 1K –
ISHARES TR MBS ETF 1M 16K –
ISHARES TR MRGSTR MD CP ETF 375K 5K –
ISHARES TR MSCI EAFE ETF 2M 31K –
ISHARES TR MSCI POLAND ETF 426K 17K –
ISHARES TR MSCI USA MIN VOL 220K 3K –
ISHARES TR MSCI USA MMENTM 402K 2K –
ISHARES TR MSCI USA QLT FCT 809K 5K –
ISHARES TR NATIONAL MUN ETF 819K 8K –
ISHARES TR RUS 1000 GRW ETF 316K 868 –
ISHARES TR RUS 1000 VAL ETF 2M 13K –
ISHARES TR RUS 2000 GRW ETF 375K 1K –
ISHARES TR RUS 2000 VAL ETF 439K 3K –
ISHARES TR RUS MD CP GR ETF 1M 12K –
ISHARES TR RUS TP200 GR ETF 309K 1K –
ISHARES TR RUSSELL 2000 ETF 391K 2K –
ISHARES TR RUSSELL 3000 ETF 502K 2K –
ISHARES TR S&P 500 GRWT ETF 348K 4K –
ISHARES TR S&P 500 VAL ETF 381K 2K –
ISHARES TR S&P SML 600 GWT 783K 6K –
ISHARES TR U.S. FIN SVC ETF 225K 3K –
ISHARES TR U.S. TECH ETF 243K 2K –
ISHARES TR US AER DEF ETF 349K 3K –
ISHARES TR US INDUSTRIALS 200K 2K –
ISHARES TR USD INV GRDE ETF 1M 22K –
J P MORGAN EXCHANGE TRADED F BETABUILDERS USD 586K 13K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 590K 10K –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 273K 5K –
JOHNSON & JOHNSON COM 1M 8K –
JPMORGAN CHASE & CO. COM 1M 6K –
KIMBERLY-CLARK CORP COM 979K 7K –
L3HARRIS TECHNOLOGIES INC COM 415K 2K –
LOCKHEED MARTIN CORP COM 548K 1K –
LUMENT FINANCE TRUST INC COM 26K 11K –
MASTERCARD INCORPORATED CL A 784K 2K –
MCDONALDS CORP COM 523K 2K –
MERCK & CO INC COM 355K 3K –
META PLATFORMS INC CL A 1M 3K –
MICROSOFT CORP COM 3M 8K –
MOLSON COORS BEVERAGE CO CL B 359K 7K –
MONDELEZ INTL INC CL A 203K 3K –
MORGAN STANLEY COM NEW 279K 3K –
NATERA INC COM 281K 3K –
NETFLIX INC COM 472K 699 –
NOVO-NORDISK A S ADR 338K 2K –
NVIDIA CORPORATION COM 4M 34K –
OCCIDENTAL PETE CORP COM 325K 5K –
ONEOK INC NEW COM 980K 12K –
PACER FDS TR PACER US SMALL 685K 16K –
PACER FDS TR SWAN SOS FD OF 239K 9K –
PACER FDS TR TRENDP US LAR CP 734K 15K –
PACER FDS TR TRENDPILOT 100 377K 5K –
PACER FDS TR US CASH COWS 100 985K 18K –
PALANTIR TECHNOLOGIES INC CL A 370K 15K –
PEPSICO INC COM 1M 8K –
PFIZER INC COM 294K 11K –
PGIM ETF TR PGIM ULTRA SH BD 3M 61K –
PHILIP MORRIS INTL INC COM 564K 6K –
PIMCO ETF TR ENHAN SHRT MA AC 845K 8K –
PIMCO HIGH INCOME FD COM SHS 80K 17K –
PRINCIPAL FINANCIAL GROUP IN COM 658K 8K –
PROCTER AND GAMBLE CO COM 350K 2K –
PROGRESSIVE CORP COM 478K 2K –
PROSHARES TR RUSS 2000 DIVD 395K 6K –
PRUDENTIAL FINL INC COM 564K 5K –
QCR HOLDINGS INC COM 448K 7K –
SCHWAB STRATEGIC TR INTL EQTY ETF 2M 55K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 5M 58K –
SCOTTS MIRACLE-GRO CO CL A 350K 5K –
SELECT SECTOR SPDR TR ENERGY 480K 5K –
SELECT SECTOR SPDR TR SBI CONS STPLS 210K 3K –
SELECT SECTOR SPDR TR SBI INT-UTILS 467K 7K –
SELECT SECTOR SPDR TR TECHNOLOGY 2M 10K –
SERVICENOW INC COM 624K 793 –
SHERWIN WILLIAMS CO COM 275K 922 –
SILA REALTY TRUST INC COMMON STOCK 239K 11K –
SOUTHSIDE BANCSHARES INC COM 272K 10K –
SPDR DOW JONES INDL AVERAGE UT SER 1 484K 1K –
SPDR GOLD TR GOLD SHS 385K 2K –
SPDR S&P 500 ETF TR TR UNIT 3M 5K –
SPDR SER TR PORTFOLIO S&P500 297K 5K –
SPDR SER TR PORTFOLIO S&P600 214K 5K –
SPDR SER TR PORTFOLIO SHORT 667K 22K –
SPDR SER TR PRTFLO S&P500 GW 497K 6K –
SPDR SER TR PRTFLO S&P500 VL 219K 4K –
SPDR SER TR S&P BIOTECH 393K 4K –
SPDR SER TR S&P DIVID ETF 909K 7K –
STANLEY BLACK & DECKER INC COM 486K 6K –
STELLANTIS N.V SHS 572K 29K –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 391K 2K –
TERRAN ORBITAL CORPORATION COM 11K 13K –
TESLA INC COM 625K 3K –
TEXAS INSTRS INC COM 265K 1K –
TORM PLC SHS CL A 216K 6K –
TRANE TECHNOLOGIES PLC SHS 1M 4K –
TRUST FOR PROFESSIONAL MANAG ACTIVEPASSIVE CR 628K 21K –
TRUST FOR PROFESSIONAL MANAG ACTIVEPASSIVE EQ 354K 12K –
TRUST FOR PROFESSIONAL MANAG ACTIVEPASSIVE MN 244K 10K –
TRUST FOR PROFESSIONAL MANAG ACTIVEPASSIVE US 876K 26K –
TYSON FOODS INC CL A 518K 9K –
UNION PAC CORP COM 945K 4K –
UNITED FIRE GROUP INC COM 201K 9K –
UNITEDHEALTH GROUP INC COM 472K 926 –
UNUM GROUP COM 294K 6K –
US BANCORP DEL COM NEW 480K 12K –
VANECK ETF TRUST SEMICONDUCTR ETF 557K 2K –
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 508K 2K –
VANGUARD BD INDEX FDS INTERMED TERM 349K 5K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 2M 23K –
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 1M 21K –
VANGUARD INDEX FDS GROWTH ETF 2M 6K –
VANGUARD INDEX FDS LARGE CAP ETF 7M 26K –
VANGUARD INDEX FDS MCAP VL IDXVIP 258K 2K –
VANGUARD INDEX FDS MID CAP ETF 3M 13K –
VANGUARD INDEX FDS S&P 500 ETF SHS 4M 8K –
VANGUARD INDEX FDS SM CP VAL ETF 1M 7K –
VANGUARD INDEX FDS SMALL CP ETF 205K 940 –
VANGUARD INDEX FDS TOTAL STK MKT 5M 17K –
VANGUARD INDEX FDS VALUE ETF 2M 12K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 609K 14K –
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 238K 2K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 3M 37K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 2M 13K –
VANGUARD STAR FDS VG TL INTL STK F 723K 12K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 1M 29K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 3M 29K –
VANGUARD WORLD FD CONSUM STP ETF 424K 2K –
VANGUARD WORLD FD ESG US CORP BD 388K 6K –
VANGUARD WORLD FD ESG US STK ETF 703K 7K –
VANGUARD WORLD FD INF TECH ETF 985K 2K –
VEEVA SYS INC CL A COM 414K 2K –
VERIZON COMMUNICATIONS INC COM 273K 7K –
VERTEX PHARMACEUTICALS INC COM 235K 501 –
VISA INC COM CL A 1M 4K –
WALMART INC COM 321K 5K –
WELLS FARGO CO NEW COM 204K 3K –
WHIRLPOOL CORP COM 687K 7K –
WISDOMTREE TR GLB US QTLY DIV 483K 12K –
WISDOMTREE TR US HGH YLD CORP 335K 8K –
WISDOMTREE TR US QTLY DIV GRT 251K 3K –
YUM BRANDS INC COM 211K 2K –