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Estee Lauder
EL

Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
976
Ferguson Wellman Capital Management
Oregon
$253K – – –
HCP
977
Holt Capital Partners
Texas
$251K – – –
IAA
978
Independent Advisor Alliance
North Carolina
$250K +$257K +1,013 New
SWRP
979
Summit Wealth & Retirement Planning
California
$249K -$176K -691 -41%
ECM
980
Elgethun Capital Management
South Dakota
$249K -$138K -543 -35%
SWA
981
Stratos Wealth Advisors
Ohio
$248K -$1.26M -4,964 -83%
AC
982
Allstate Corporation
Illinois
$246K -$1.45M -5,692 -85%
OW
983
Olistico Wealth
Oklahoma
$245K – – –
PP
984
Patron Partners
Texas
$245K +$7.37K +29 +3%
GLA
985
Great Lakes Advisors
Illinois
$244K +$17.3K +68 +7%
HI
986
Harrington Investments
California
$243K – – –
KI
987
Kapitalo Investimentos
Brazil
$242K +$250K +983 New
GL
988
Graypoint LLC
New York
$242K +$250K +983 New
AWE
989
Avidian Wealth Enterprises
Texas
$240K -$73.2K -288 -23%
PWS
990
Peterson Wealth Services
Utah
$240K +$41.7K +164 +20%
PWA
991
Phoenix Wealth Advisors
North Carolina
$238K – – –
ACM
992
Allred Capital Management
Texas
$237K – – –
OIA
993
OneDigital Investment Advisors
Kansas
$235K +$243K +955 New
BHC
994
Bowen Hanes & Co
Florida
$235K -$207K -815 -46%
KFA
995
Kelleher Financial Advisors
New York
$231K – – –
BAM
996
BOS Asset Management
Illinois
$230K +$12.4K +49 +6%
FIM
997
Freedom Investment Management
Connecticut
$230K +$1.27K +5 +0.5%
GAM
998
Gotham Asset Management
New York
$229K -$234K -921 -50%
EF
999
Empowered Funds
Pennsylvania
$229K +$236K +928 New
PAG
1000
Paladin Advisory Group
Iowa
$228K +$235K +925 New
38 39
40
41 42