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Estee Lauder
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Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
826
Atlas Capital Advisors
Wyoming
$209K – – –
AC
827
Avestar Capital
New York
$207K +$239K +1,431 New
PFP
828
Paragon Financial Partners
California
$206K – – –
BFPW
829
BOK Financial Private Wealth
Colorado
$206K -$5K -30 -2%
RSWM
830
Robertson Stephens Wealth Management
California
$205K +$1.33K +8 +0.6%
CUAMC
831
China Universal Asset Management Company
China
$202K +$233K +1,399 New
CPC
832
Cookson Peirce & Co
Pennsylvania
$202K +$233K +1,400 New
ONST
833
Old North State Trust
North Carolina
$201K -$12K -72 -5%
BWP
834
Baldwin Wealth Partners
Massachusetts
$201K -$1.66M -9,969 -88%
IAA
835
Independent Advisor Alliance
North Carolina
$200K +$50K +300 +28%
VSQM
836
V-Square Quantitative Management
Illinois
$196K +$226K +1,356 New
SIM
837
Sentry Investment Management
Wisconsin
$195K -$46K -276 -17%
T
838
TOBAM
France
$195K +$35.7K +214 +19%
DGAM
839
Desjardins Global Asset Management
Quebec, Canada
$192K -$179K -1,075 -45%
BFEC
840
Benjamin F. Edwards & Company
Missouri
$190K +$16K +96 +8%
PCM
841
Penserra Capital Management
California
$189K -$33K -198 -13%
UB
842
UMB Bank
Missouri
$188K -$243K -1,455 -53%
PPC
843
Park Place Capital
Alabama
$174K -$18.3K -110 -8%
JEST
844
JTC Employer Solutions Trustee
Jersey
$172K – – –
CFFP
845
Center for Financial Planning
Michigan
$170K +$3.67K +22 +2%
PFBT
846
Parkside Financial Bank & Trust
Missouri
$170K +$33.3K +200 +21%
HWA
847
Heritage Wealth Advisors
Virginia
$168K -$120K -718 -38%
GWS
848
Glassman Wealth Services
Virginia
$167K -$7.5K -45 -4%
MA
849
Montag & Associates
Georgia
$166K -$92.5K -555 -33%
CWP
850
Concord Wealth Partners
Virginia
$155K +$159K +954 +788%
32 33
34
35 36