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Estee Lauder
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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
551
Concurrent Investment Advisors
Florida
$753K +$683K +5,146 New
NC
552
Northcape Capital
Australia
$746K +$77.5K +584 +13%
SP
553
Saranac Partners
$734K -$2.81M -21,177 -81%
USGIU
554
U.S. Global Investors (USGI)
Texas
$731K +$664K +5,000 New
AWM
555
Apollon Wealth Management
South Carolina
$724K +$187K +1,411 +40%
DA
556
Dover Advisors
Virginia
$723K -$122K -919 -16%
VI
557
Vestcor Inc
New Brunswick, Canada
$721K -$8.63K -65 -1%
SIA
558
Schechter Investment Advisors
Michigan
$719K -$57.3K -432 -8%
CPR
559
CSU Producer Resources
Ohio
$717K – – –
EBT
560
Enterprise Bank & Trust
Massachusetts
$710K +$21.8K +164 +3%
GIM
561
Guardian Investment Management
California
$702K -$19.9K -150 -3%
CAM
562
Congress Asset Management
Massachusetts
$701K -$9.48M -71,457 -94%
HCM
563
Helios Capital Management
Singapore
$695K +$630K +4,750 New
HNB
564
Huntington National Bank
Ohio
$681K -$76.4K -576 -11%
ISB
565
Iowa State Bank
Iowa
$680K -$4.25K -32 -0.7%
IC
566
IEQ Capital
California
$680K -$412K -3,105 -40%
FTDI
567
First Trust Direct Indexing
Massachusetts
$675K +$104K +787 +21%
MAS
568
Meeder Advisory Services
Ohio
$671K +$35.6K +268 +6%
MCM
569
MAI Capital Management
Ohio
$665K -$105K -791 -15%
VIM
570
Vinva Investment Management
Australia
$663K +$69.3K +522 +13%
CCMG
571
Clark Capital Management Group
Pennsylvania
$653K +$592K +4,462 New
LFDLE
572
La Financiere de L'Echiquier
France
$650K -$152K -1,144 -20%
GT
573
Glenview Trust
Kentucky
$646K +$336K +2,530 +134%
EI
574
Ellevest Inc
New York
$645K +$52.8K +398 +10%
NBT
575
Northwest Bank & Trust
Iowa
$645K +$586K +4,412 New
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