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Estee Lauder
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Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
976
Independent Advisor Alliance
North Carolina
$250K +$257K +1,013 New
SWRP
977
Summit Wealth & Retirement Planning
California
$249K -$176K -691 -41%
ECM
978
Elgethun Capital Management
South Dakota
$249K -$138K -543 -35%
SWA
979
Stratos Wealth Advisors
Ohio
$248K -$1.26M -4,964 -83%
AC
980
Allstate Corporation
Illinois
$246K -$1.45M -5,692 -85%
OW
981
Olistico Wealth
Oklahoma
$245K – – –
PP
982
Patron Partners
Texas
$245K +$7.37K +29 +3%
GLA
983
Great Lakes Advisors
Illinois
$244K +$17.3K +68 +7%
HI
984
Harrington Investments
California
$243K – – –
KI
985
Kapitalo Investimentos
Brazil
$242K +$250K +983 New
GL
986
Graypoint LLC
New York
$242K +$250K +983 New
AWE
987
Avidian Wealth Enterprises
Texas
$240K -$73.2K -288 -23%
PWS
988
Peterson Wealth Services
Utah
$240K +$41.7K +164 +20%
PWA
989
Phoenix Wealth Advisors
North Carolina
$238K – – –
ACM
990
Allred Capital Management
Texas
$237K – – –
OIA
991
OneDigital Investment Advisors
Kansas
$235K +$243K +955 New
BHC
992
Bowen Hanes & Co
Florida
$235K -$207K -815 -46%
KFA
993
Kelleher Financial Advisors
New York
$231K – – –
BAM
994
BOS Asset Management
Illinois
$230K +$12.4K +49 +6%
FIM
995
Freedom Investment Management
Connecticut
$230K +$1.27K +5 +0.5%
GAM
996
Gotham Asset Management
New York
$229K -$234K -921 -50%
EF
997
Empowered Funds
Pennsylvania
$229K +$236K +928 New
PAG
998
Paladin Advisory Group
Iowa
$228K +$235K +925 New
PHAM
999
Palisades Hudson Asset Management
Florida
$227K – – –
T
1000
TOBAM
France
$227K +$58.2K +229 +33%
38 39
40
41 42