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Estee Lauder
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Name Holding Trade Value Shares
Change 		Change in
Stake
JDR
726
Jay D. Rosenbaum
$519K -$150K -589 -20%
AAS
727
Avantax Advisory Services
Texas
$519K +$18.6K +73 +3%
PA
728
Profund Advisors
Maryland
$518K -$22K -86 -3%
CHC
729
City Holding Co
West Virginia
$518K +$121K +472 +25%
HWM
730
HB Wealth Management
Georgia
$516K +$111K +434 +22%
BFO
731
Boston Family Office
Massachusetts
$516K +$168K +658 +38%
MNBTD
732
Moody National Bank Trust Division
Texas
$515K +$46.5K +182 +8%
ARMT
733
Amica Retiree Medical Trust
Rhode Island
$514K +$37.3K +146 +7%
BFPW
734
BOK Financial Private Wealth
Colorado
$513K – – –
HSA
735
HBK Sorce Advisory
Pennsylvania
$511K +$79.4K +311 +15%
CCA
736
Checchi Capital Advisers
California
$502K -$18.6K -73 -3%
CS
737
Cannell & Spears
New York
$502K – – –
BFO
738
Biltmore Family Office
North Carolina
$501K – – –
NC
739
Northcape Capital
Australia
$499K -$20.9K -82 -3%
CCM
740
CAAS Capital Management
New York
$497K +$587K +2,300 New
BAM
741
Belpointe Asset Management
Nevada
$491K +$129K +505 +29%
PAS
742
Park Avenue Securities
New York
$483K +$95.7K +375 +20%
FMAEN1
743
Fund Management at Engine No 1
California
$481K -$28.8K -113 -5%
SFI
744
Siemens Fonds Invest
Germany
$480K -$32.7K -128 -5%
KWMG
745
King Wealth Management Group
Florida
$475K – – –
BCM
746
Brookstone Capital Management
Illinois
$474K +$10.7K +42 +2%
APA
747
American Portfolios Advisors
New York
$472K -$16.3K -64 -3%
SCM
748
Stonebridge Capital Management
California
$466K – – –
SA
749
Syntax Advisors
New York
$466K +$29.6K +116 +6%
VCG
750
Vantage Consulting Group
Virginia
$466K +$29.6K +116 +6%
28 29
30
31 32