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Estee Lauder
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Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
1051
TCI Wealth Advisors
Arizona
$154K – – –
OC
1052
Oakworth Capital
Alabama
$154K +$98.3K +387 +164%
PMFA
1053
Plante Moran Financial Advisors
Michigan
$151K – – –
AF
1054
Advisornet Financial
Minnesota
$149K +$87.1K +343 +131%
RG
1055
Richelieu Gestion
France
$148K +$152K +600 New
VWM
1056
Venturi Wealth Management
Texas
$148K +$152K +600 New
VNA
1057
Valley National Advisers
Pennsylvania
$135K -$1.52K -6 -1%
WWP
1058
WR Wealth Planners
Missouri
$131K +$135K +530 New
MWC
1059
MBM Wealth Consultants
Missouri
$126K – – –
IWP
1060
Icon Wealth Partners
Texas
$121K +$125K +491 New
AIM
1061
Anchor Investment Management
South Carolina
$120K -$6.35K -25 -5%
MIM
1062
Meridiem Investment Management
United Kingdom
$119K -$41.7K -164 -25%
IGWM
1063
ICA Group Wealth Management
Colorado
$117K – – –
NHT
1064
New Hampshire Trust
New Hampshire
$113K -$4.83K -19 -4%
SSG
1065
Summit Securities Group
New York
$112K +$55.9K +220 +94%
TWD
1066
True Wealth Design
Ohio
$112K – – –
TFM
1067
TFC Financial Management
Massachusetts
$107K +$8.89K +35 +9%
MCM
1068
Manchester Capital Management
Vermont
$105K +$76.2K +300 +242%
DAM
1069
Delta Asset Management
Tennessee
$103K – – –
MPWT
1070
MassMutual Private Wealth & Trust
Connecticut
$101K +$12.7K +50 +14%
CFO
1071
CVA Family Office
Colorado
$99.8K -$10.9K -43 -10%
CFGS
1072
Concourse Financial Group Securities
Alabama
$96.9K +$22.6K +89 +29%
GIA
1073
GHP Investment Advisors
Colorado
$93.9K – – –
SC
1074
Solstein Capital
California
$91.7K -$121K -475 -56%
HS
1075
Horan Securities
United States
$87.7K -$4.07K -16 -4%
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