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Estee Lauder

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
801
Realta Investment Advisors
Delaware
$43K +$37.6K +256 New
HI
802
Human Investing
Oregon
$43K +$37.7K +257 New
HWA
803
Heritage Wealth Advisors
Virginia
$39.2K – – –
FC
804
Ferris Capital
Massachusetts
$38K -$4.41K -30 -12%
TA
805
Thor Advisors
New York
$37K +$32.6K +222 New
FAM
806
Fred Alger Management
New York
$36K -$8.66K -59 -21%
TL
807
TrueWealth LLC
Georgia
$36K – – –
LWA
808
Lenox Wealth Advisors
New York
$35K – – –
BG
809
Bollard Group
Massachusetts
$33K – – –
DBT
810
Dubuque Bank & Trust
Iowa
$33K – – –
YWP
811
YorkBridge Wealth Partners
New York
$32K – – –
WTB
812
Washington Trust Bank
Washington
$30K -$2.2K -15 -8%
GAM
813
Gemmer Asset Management
California
$29K – – –
BCA
814
Berman Capital Advisors
Georgia
$29K +$5.14K +35 +24%
GRP
815
Global Retirement Partners
California
$29K +$8.52K +58 +48%
NSIM
816
North Star Investment Management
Illinois
$28K -$4.41K -30 -15%
NCM
817
New Capital Management
Texas
$28K – – –
LJHT
818
Laurie J. Hall Trustee
$25K – – –
KPW
819
Kore Private Wealth
New York
$22K – – –
WOC
820
West Oak Capital
California
$22K – – –
WPA
821
West Paces Advisors
Georgia
$21.2K – – –
WCG
822
Weaver Consulting Group
California
$21K +$17K +116 New
LFA
823
Legacy Financial Advisors
Kentucky
$20K – – –
TFO
824
Tarbox Family Office
California
$20K – – –
ACS
825
Archford Capital Strategies
Illinois
$19K – – –