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Kimberly-Clark
KMB

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
1301
Independent Financial Group
California
$211K +$228K +1,651 New
HAFS
1302
Hapanowicz & Associates Financial Services
Pennsylvania
$210K – – –
EA
1303
Emerald Advisors
Washington
$210K +$209K +1,514 New
CRWM
1304
Castle Rock Wealth Management
California
$209K -$5.26K -38 -2%
PAIM
1305
Punch & Associates Investment Management
Minnesota
$209K – – –
TL
1306
TrueWealth LLC
Georgia
$209K – – –
VCP
1307
Verus Capital Partners
Arizona
$209K +$127K +921 +130%
LDFR
1308
Lehman & Derafelo Financial Resources
Pennsylvania
$208K -$45.4K -328 -17%
FPS
1309
Fieldpoint Private Securities
Connecticut
$208K – – –
CRCM
1310
Corbett Road Capital Management
Virginia
$208K +$4.29K +31 +2%
EWA
1311
Exencial Wealth Advisors
Oklahoma
$206K +$1.52K +11 +0.7%
RPWA
1312
Regent Peak Wealth Advisors
Georgia
$206K +$2.21K +16 +1%
TFO
1313
Tarbox Family Office
California
$205K -$3.18K -23 -1%
WAS
1314
Winch Advisory Services
Wisconsin
$205K +$2.9K +21 +1%
AFA
1315
Arlington Financial Advisors
California
$205K +$221K +1,600 New
JWCA
1316
J.W. Coons Advisors
Ohio
$205K +$221K +1,600 New
ECM
1317
Estabrook Capital Management
New York
$204K -$26.4K -191 -11%
HDIM
1318
Hanson & Doremus Investment Management
Vermont
$203K – – –
PWMAG
1319
Pinnacle Wealth Management Advisory Group
New Jersey
$203K – – –
TAM
1320
Townsend Asset Management
North Carolina
$203K – – –
PWAG
1321
Polaris Wealth Advisory Group
California
$202K +$219K +1,583 New
SWM
1322
Segment Wealth Management
Texas
$200K -$120K -869 -36%
AWM
1323
Atticus Wealth Management
Florida
$198K -$1.25K -9 -0.6%
ARMT
1324
Amica Retiree Medical Trust
Rhode Island
$194K – – –
PA
1325
Procyon Advisors
Connecticut
$194K +$15.5K +112 +8%
51 52
53
54 55