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Estee Lauder
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Name Holding Trade Value Shares
Change 		Change in
Stake
IB
726
Intrust Bank
Kansas
$344K -$73.6K -519 -19%
KWA
727
Kingswood Wealth Advisors
California
$339K +$312K +2,196 New
SIG
728
Stonegate Investment Group
Alabama
$338K -$139K -980 -31%
TCOT
729
Trust Company of Toledo
Ohio
$337K +$310K +2,184 New
SQA
730
Simon Quick Advisors
New Jersey
$336K +$48.7K +343 +19%
NAS
731
Nicolet Advisory Services
Wisconsin
$336K +$321K +2,262 New
AG
732
AlTi Global
New York
$334K +$77.6K +547 +34%
VT
733
Vise Technologies
New York
$331K +$84.7K +597 +39%
SMA
734
Seven Mile Advisory
New Jersey
$330K +$9.65K +68 +3%
PWM
735
Perigon Wealth Management
California
$329K +$107K +751 +54%
AC
736
Avestar Capital
New York
$329K +$302K +2,132 New
HFM
737
Hartford Funds Management
Pennsylvania
$326K +$28.4K +200 +10%
DC
738
Davenport & Co
Virginia
$325K +$36.6K +258 +14%
GG
739
GenWealth Group
New Jersey
$324K +$51.8K +365 +21%
AA
740
Ancora Advisors
Ohio
$324K – – –
JWM
741
Jupiter Wealth Management
Colorado
$324K +$355K +2,500 New
SP
742
Stonebrook Private
Michigan
$321K +$23K +162 +8%
AF
743
Apexium Financial
Texas
$321K -$77.9K -549 -21%
STA
744
Summit Trail Advisors
New York
$320K +$45K +317 +18%
CT
745
Cambridge Trust
Massachusetts
$320K -$149K -1,051 -34%
DAS
746
Dynamic Advisor Solutions
Arizona
$319K +$2.27K +16 +0.8%
SFA
747
Sequoia Financial Advisors
Ohio
$319K -$61.6K -434 -17%
BLC
748
Brown, Lisle/Cummings
Rhode Island
$318K – – –
MG
749
Marex Group
$314K +$41.1K +290 +17%
IRC
750
Investors Research Corp
Georgia
$312K -$10.6K -75 -4%
28 29
30
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