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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
IAM
476
Iridian Asset Management
Connecticut
$769K – – –
TFA
477
Teamwork Financial Advisors
Texas
$766K +$663K +5,808 New
IFWM
478
Institute for Wealth Management
Colorado
$761K -$1.6K -14 -0.2%
PWAP
479
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$755K +$51.4K +450 +9%
AWC
480
Abundance Wealth Counselors
Pennsylvania
$754K -$122K -1,065 -16%
SS
481
Simplicity Solutions
Minnesota
$753K +$15.7K +137 +2%
EWA
482
EP Wealth Advisors
California
$750K -$25.1K -220 -4%
BRWA
483
B. Riley Wealth Advisors
Florida
$744K +$83.7K +733 +15%
DAM
484
Delta Asset Management
Tennessee
$743K – – –
LNB
485
Ledyard National Bank
$740K – – –
AF
486
Allworth Financial
California
$724K – – –
OQS
487
Occudo Quantitative Strategies
Florida
$724K +$627K +5,485 New
SIG
488
Sargent Investment Group
Maryland
$719K +$37.1K +325 +6%
LIA
489
LS Investment Advisors
Michigan
$712K +$42.6K +373 +7%
TA
490
Tiedemann Advisors
New York
$708K -$59.3K -519 -9%
ACA
491
Aptus Capital Advisors
Alabama
$705K +$611K +5,349 New
CG
492
Carmignac Gestion
France
$692K – – –
SSWM
493
Smith Salley Wealth Management
North Carolina
$689K – – –
NA
494
NewEdge Advisors
Louisiana
$687K +$292K +2,559 +97%
RIA
495
Regal Investment Advisors
Michigan
$682K +$591K +5,172 New
RBA
496
Richard Bernstein Advisors
New York
$678K – – –
VI
497
Vestcor Inc
New Brunswick, Canada
$668K -$58.6K -513 -9%
QI
498
QS Investors
New York
$667K -$5.03K -44 -0.9%
HF
499
HRT Financial
New York
$665K +$576K +5,044 New
KS
500
Karpas Strategies
Connecticut
$660K – – –
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