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Estee Lauder
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Name Holding Trade Value Shares
Change 		Change in
Stake
FPF
601
FNY Partners Fund
New York
$25K +$20.7K +250 +500%
BIG
602
Bellwether Investment Group
Tennessee
$23K -$2.48K -30 -10%
YWP
603
YorkBridge Wealth Partners
New York
$20K +$2.23K +27 +13%
QAM
604
QCI Asset Management
New York
$19K -$12.4K -150 -40%
DBT
605
Dubuque Bank & Trust
Iowa
$17K – – –
KF
606
Krilogy Financial
Missouri
$17K – – –
BG
607
Bollard Group
Massachusetts
$16K +$83 +1 +0.5%
GAM
608
Gemmer Asset Management
California
$15K – – –
AIM
609
Advantage Investment Management
Iowa
$13K – – –
BC
610
Bartlett & Co
Ohio
$13K – – –
WOC
611
West Oak Capital
California
$11.2K – – –
WPA
612
West Paces Advisors
Georgia
$10.9K -$2.81K -34 -21%
TFO
613
Tarbox Family Office
California
$10K – – –
ZB
614
Zions Bancorporation
Utah
$9K -$9.83K -119 -56%
OFW
615
Omnia Family Wealth
Florida
$9K +$1.32K +16 +17%
PB
616
Pinnacle Bancorp
Nebraska
$9K +$8.92K +108 New
RWA
617
Ropes Wealth Advisors
Massachusetts
$8K -$86.1K -1,042 -91%
APSP
618
Asset Planning Services (Pennsylvania)
Pennsylvania
$8K – – –
MWM
619
MinichMacGregor Wealth Management
New York
$8K – – –
M
620
MOTCO
Texas
$8K – – –
AC
621
Alexandria Capital
Virginia
$7K -$1.16K -14 -14%
GWS
622
Glassman Wealth Services
Virginia
$6K -$2.07K -25 -27%
EFSCE
623
Enterprise Financial Services Corp (EFSC)
Missouri
$6K -$1.49K -18 -21%
FPTW
624
Franklin, Parlapiano, Turner & Welch
Texas
$6K – – –
GRP
625
Global Retirement Partners
California
$6K +$2.81K +34 +103%
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25
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