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Estee Lauder
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Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
826
BOK Financial Private Wealth
Colorado
$206K -$5K -30 -2%
RSWM
827
Robertson Stephens Wealth Management
California
$205K +$1.33K +8 +0.6%
CUAMC
828
China Universal Asset Management Company
China
$202K +$233K +1,399 New
CPC
829
Cookson Peirce & Co
Pennsylvania
$202K +$233K +1,400 New
ONST
830
Old North State Trust
North Carolina
$201K -$12K -72 -5%
BWP
831
Baldwin Wealth Partners
Massachusetts
$201K -$1.66M -9,969 -88%
IAA
832
Independent Advisor Alliance
North Carolina
$200K +$50K +300 +28%
VSQM
833
V-Square Quantitative Management
Illinois
$196K +$226K +1,356 New
SIM
834
Sentry Investment Management
Wisconsin
$195K -$46K -276 -17%
T
835
TOBAM
France
$195K +$35.7K +214 +19%
DGAM
836
Desjardins Global Asset Management
Quebec, Canada
$192K -$179K -1,075 -45%
BFEC
837
Benjamin F. Edwards & Company
Missouri
$190K +$16K +96 +8%
PCM
838
Penserra Capital Management
California
$189K -$33K -198 -13%
UB
839
UMB Bank
Missouri
$188K -$243K -1,455 -53%
PPC
840
Park Place Capital
Alabama
$174K -$18.3K -110 -8%
JEST
841
JTC Employer Solutions Trustee
Jersey
$172K – – –
CFFP
842
Center for Financial Planning
Michigan
$170K +$3.67K +22 +2%
PFBT
843
Parkside Financial Bank & Trust
Missouri
$170K +$33.3K +200 +21%
HWA
844
Heritage Wealth Advisors
Virginia
$168K -$120K -718 -38%
GWS
845
Glassman Wealth Services
Virginia
$167K -$7.5K -45 -4%
MA
846
Montag & Associates
Georgia
$166K -$92.5K -555 -33%
CWP
847
Concord Wealth Partners
Virginia
$155K +$159K +954 +788%
CB
848
CNB Bank
Pennsylvania
$149K -$36.8K -221 -18%
SWM
849
Spire Wealth Management
Virginia
$146K -$1.77M -10,617 -91%
ECM
850
Elgethun Capital Management
South Dakota
$145K – – –
32 33
34
35 36