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Estee Lauder
EL

Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
801
Everett Harris & Co
California
$256K – – –
1W
802
1776 Wealth
Georgia
$256K +$230K +1,183 New
PWLP
803
Prio Wealth Limited Partnership
Massachusetts
$253K – – –
CWM
804
Circle Wealth Management
New Jersey
$252K +$237K +1,218 New
WAM
805
Weiss Asset Management
Massachusetts
$250K -$36.5K -188 -13%
MS
806
Madden Securities
Texas
$250K +$235K +1,209 New
BFO
807
Boston Family Office
Massachusetts
$248K – – –
HAG
808
HighPoint Advisor Group
Illinois
$248K +$13.4K +69 +6%
DI
809
Disciplined Investments
Oklahoma
$248K +$233K +1,200 New
JGUA
810
John G. Ullman & Associates
New York
$247K – – –
CFG
811
Citizens Financial Group
Rhode Island
$247K +$9.32K +48 +4%
SCA
812
Spearhead Capital Advisors
Florida
$243K – – –
WAS
813
WESPAC Advisors SoCal
California
$241K – – –
CBU
814
CIBC Bank USA
Illinois
$240K +$22.3K +115 +11%
IC
815
IEQ Capital
California
$240K +$226K +1,163 New
FWCM
816
Ferguson Wellman Capital Management
Oregon
$239K +$3.5K +18 +2%
PWPS
817
Pinnacle Wealth Planning Services
Ohio
$239K +$26K +134 +13%
AFM
818
Andesa Financial Management
Pennsylvania
$238K -$43.3K -223 -16%
BCWM
819
Bartlett & Co Wealth Management
Ohio
$237K – – –
CL
820
Choreo LLC
Illinois
$235K – – –
WSFS
821
Wilmington Savings Fund Society
Delaware
$234K +$1.94K +10 +0.9%
GIM
822
Groesbeck Investment Management
New Jersey
$233K -$77.7K -400 -26%
CW
823
CreativeOne Wealth
Kansas
$232K +$219K +1,125 New
TA
824
Tiedemann Advisors
New York
$228K +$214K +1,100 New
VI
825
Versor Investments
New York
$227K +$214K +1,100 New
31 32
33
34 35