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Kimberly-Clark
KMB

Name Holding Trade Value Shares
Change 		Change in
Stake
WFM
951
Wolff Financial Management
Michigan
$483K – – –
ICP
952
Impact Capital Partners
Colorado
$478K -$128K -1,166 -20%
OWA
953
Outlook Wealth Advisors
Texas
$478K +$122K +1,116 +31%
BAM
954
Belpointe Asset Management
Nevada
$478K +$250K +2,282 +93%
LFG
955
Larson Financial Group
Missouri
$477K +$15.2K +139 +3%
CW
956
Channel Wealth
California
$475K +$514K +4,704 New
SG
957
StoneX Group
New York
$474K -$1.75K -16 -0.3%
MWM
958
Manske Wealth Management
Texas
$469K +$8.86K +81 +2%
SLT
959
St Louis Trust
Missouri
$464K – – –
MWM
960
Mission Wealth Management
California
$464K +$16.1K +147 +3%
RWA
961
River Wealth Advisors
Pennsylvania
$461K -$27K -247 -5%
GSEP
962
Golden State Equity Partners
California
$461K +$146K +1,332 +41%
LCM
963
Legato Capital Management
California
$461K +$500K +4,567 New
AIA
964
AssuredPartners Investment Advisors
Florida
$459K +$116K +1,061 +30%
CA
965
Calton & Associates
Florida
$459K +$497K +4,545 New
BFC
966
Bedel Financial Consulting
Indiana
$457K – – –
FHC
967
First Horizon Corporation
Tennessee
$456K -$138K -1,260 -22%
LA
968
Lifeworks Advisors
Michigan
$455K +$73.9K +676 +18%
CWM
969
Cornerstone Wealth Management
Missouri
$455K +$244K +2,228 +98%
CWP
970
Cyndeo Wealth Partners
Florida
$454K -$42.2K -386 -8%
AU
971
AlphaGrep UK
$454K +$492K +4,495 New
CS
972
Crescent Sterling
Louisiana
$452K -$110K -1,003 -18%
PL
973
Perpetual Ltd
Australia
$452K +$490K +4,477 New
NCM
974
NCM Capital Management
New Jersey
$450K +$262K +2,400 +116%
SCM
975
Sterneck Capital Management
Missouri
$448K +$486K +4,445 New
37 38
39
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