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Estee Lauder
EL

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
801
Circle Wealth Management
New Jersey
$252K +$237K +1,218 New
WAM
802
Weiss Asset Management
Massachusetts
$250K -$36.5K -188 -13%
MS
803
Madden Securities
Texas
$250K +$235K +1,209 New
BFO
804
Boston Family Office
Massachusetts
$248K – – –
HAG
805
HighPoint Advisor Group
Illinois
$248K +$13.4K +69 +6%
DI
806
Disciplined Investments
Oklahoma
$248K +$233K +1,200 New
JGUA
807
John G. Ullman & Associates
New York
$247K – – –
CFG
808
Citizens Financial Group
Rhode Island
$247K +$9.32K +48 +4%
SCA
809
Spearhead Capital Advisors
Florida
$243K – – –
WAS
810
WESPAC Advisors SoCal
California
$241K – – –
CBU
811
CIBC Bank USA
Illinois
$240K +$22.3K +115 +11%
IC
812
IEQ Capital
California
$240K +$226K +1,163 New
FWCM
813
Ferguson Wellman Capital Management
Oregon
$239K +$3.5K +18 +2%
PWPS
814
Pinnacle Wealth Planning Services
Ohio
$239K +$26K +134 +13%
AFM
815
Andesa Financial Management
Pennsylvania
$238K -$43.3K -223 -16%
BCWM
816
Bartlett & Co Wealth Management
Ohio
$237K – – –
CL
817
Choreo LLC
Illinois
$235K – – –
WSFS
818
Wilmington Savings Fund Society
Delaware
$234K +$1.94K +10 +0.9%
GIM
819
Groesbeck Investment Management
New Jersey
$233K -$77.7K -400 -26%
CW
820
CreativeOne Wealth
Kansas
$232K +$219K +1,125 New
TA
821
Tiedemann Advisors
New York
$228K +$214K +1,100 New
VI
822
Versor Investments
New York
$227K +$214K +1,100 New
DWT
823
Dorsey & Whitney Trust
South Dakota
$226K -$220K -1,133 -51%
FMTC
824
Farmers & Merchants Trust Company
California
$226K – – –
CG
825
Caprock Group
Idaho
$226K +$7.58K +39 +4%
31 32
33
34 35