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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
SEC
501
Seven Eight Capital
New York
$55K -$214K -2,900 -81%
TSW
502
Thompson Siegel & Walmsley
Virginia
$55K – – –
DBT
503
Dubuque Bank & Trust
Iowa
$47K +$44.3K +600 New
WTB
504
Washington Trust Bank
Washington
$43K +$11.1K +150 +37%
TCOV
505
Trust Company of Vermont
Vermont
$39K – – –
IMS
506
Index Management Solutions
Pennsylvania
$38K -$11.1K -151 -24%
FAM
507
Fred Alger Management
New York
$38K +$13.7K +186 +61%
UFA
508
US Financial Advisors
Massachusetts
$37K +$35K +474 New
KPCM
509
Kings Point Capital Management
New York
$36K +$18.7K +254 +123%
FAM
510
Formidable Asset Management
Ohio
$32K – – –
VIA
511
Vantage Investment Advisors
Pennsylvania
$32K – – –
CAW
512
Cornerstone Advisors (Washington)
Washington
$32K +$1.84K +25 +7%
MFS
513
MSI Financial Services
Massachusetts
$31K +$9.74K +132 +49%
PFG
514
Piershale Financial Group
Illinois
$27K -$13.7K -185 -35%
GAM
515
Gemmer Asset Management
California
$25K – – –
QAM
516
QCI Asset Management
New York
$21K – – –
CWM
517
Cranbrook Wealth Management
Michigan
$20K – – –
VFA
518
Virtus Fund Advisers
Connecticut
$20K – – –
HR
519
Howe & Rusling
New York
$18K – – –
WT
520
Whittier Trust
California
$18K – – –
MPWT
521
MassMutual Private Wealth & Trust
Connecticut
$17.6K – – –
BG
522
Bollard Group
Massachusetts
$16K – – –
AIM
523
Advantage Investment Management
Iowa
$16K +$14.8K +200 New
LOCC
524
Lombard Odier & Cie (Canada)
Quebec, Canada
$14K – – –
SF
525
Synovus Financial
Georgia
$14K – – –
19 20
21
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