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Estee Lauder
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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
701
Colony Group
Massachusetts
$303K +$100K +519 +38%
FMBTD
702
First Midwest Bank Trust Division
Illinois
$300K -$18.1K -94 -5%
TAM
703
Tocqueville Asset Management
New York
$300K +$363K +1,882 New
BFIM
704
Beese Fulmer Investment Management
Ohio
$298K -$23.5K -122 -6%
IC
705
IEQ Capital
California
$298K +$137K +712 +61%
MAFM
706
Mid Atlantic Financial Management
Pennsylvania
$297K +$359K +1,862 New
VIA
707
Vident Investment Advisory
Georgia
$294K +$356K +1,845 New
GP
708
Girard Partners
Pennsylvania
$293K +$13.5K +70 +4%
VCP
709
Verus Capital Partners
Arizona
$288K -$69.7K -361 -17%
CCA
710
Checchi Capital Advisers
California
$288K +$20.8K +108 +6%
BOPW
711
Brandywine Oak Private Wealth
Pennsylvania
$282K -$28K -145 -8%
TAM
712
Townsend Asset Management
North Carolina
$282K +$76.8K +398 +29%
MBTD
713
Mechanics Bank - Trust Department
California
$281K +$4.63K +24 +1%
USGIU
714
U.S. Global Investors (USGI)
Texas
$281K +$340K +1,764 New
HI
715
Harrington Investments
California
$279K -$96.5K -500 -22%
CA
716
Clearstead Advisors
Ohio
$278K -$125K -650 -27%
GG
717
GenWealth Group
New Jersey
$277K +$82.4K +427 +33%
LFDLE
718
La Financiere de L'Echiquier
France
$273K +$57.9K +300 +21%
OCM
719
One Capital Management
California
$273K +$331K +1,715 New
AC
720
Arjuna Capital
North Carolina
$272K +$17K +88 +5%
CAW
721
Cornerstone Advisors (Washington)
Washington
$272K +$18.5K +96 +6%
MOS
722
MGO One Seven
Ohio
$271K -$68.7K -356 -17%
CW
723
CreativeOne Wealth
Kansas
$271K +$111K +573 +51%
ACA
724
Atlas Capital Advisors
Wyoming
$270K – – –
PAM
725
Peak Asset Management
Colorado
$264K +$320K +1,656 New
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29
30 31