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Estee Lauder
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Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
776
Founders Financial Securities
Maryland
$400K +$125K +587 +40%
SW
777
SteelPeak Wealth
California
$400K -$7.42K -35 -2%
TPW
778
Transatlantique Private Wealth
New York
$400K – – –
WA
779
Waverly Advisors
Alabama
$399K +$254K +1,199 +144%
MSAM
780
Moloney Securities Asset Management
Missouri
$396K +$33.3K +157 +8%
CI
781
CX Institutional
Indiana
$396K -$29.5K -139 -6%
ACM
782
Argent Capital Management
Missouri
$396K +$3.61K +17 +0.9%
AWS
783
Atria Wealth Solutions
New York
$395K -$252K -1,189 -37%
BCM
784
Bourgeon Capital Management
Connecticut
$393K +$424K +2,000 New
GFP
785
Gryphon Financial Partners
Ohio
$389K +$29.7K +140 +8%
SMA
786
Seven Mile Advisory
New Jersey
$387K +$419K +1,973 New
SG
787
Strid Group
Pennsylvania
$384K – – –
CAM
788
Cypress Asset Management
Texas
$383K – – –
BL
789
Balentine LLC
Georgia
$382K -$311K -1,464 -43%
HWM
790
HB Wealth Management
Georgia
$382K -$157K -738 -28%
RDWM
791
Red Door Wealth Management
Tennessee
$379K +$409K +1,928 New
GCAC
792
Guardian Capital Advisors (Canada)
Ontario, Canada
$378K +$420K +1,980 New
OLVIG
793
Oliver Lagore Vanvalin Investment Group
Michigan
$378K +$397K +1,869 +3,398%
IAN
794
Integrated Advisors Network
Texas
$377K +$5.94K +28 +1%
STA
795
Summit Trail Advisors
New York
$370K +$116K +546 +41%
HWA
796
Heritage Wealth Advisors
Virginia
$370K – – –
MSFP
797
Mark Sheptoff Financial Planning
Connecticut
$369K – – –
TC
798
Telemus Capital
Michigan
$368K +$19.7K +93 +5%
SAM
799
S.A. Mason
Michigan
$361K – – –
WS
800
Wedbush Securities
California
$358K -$353K -1,662 -48%
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