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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
501
Busey Bank
Illinois
$710K +$669K +4,793 New
DWM
502
Dakota Wealth Management
Florida
$707K +$47.5K +340 +8%
OPS
503
Orion Portfolio Solutions
Nebraska
$704K +$359K +2,574 +118%
TWI
504
Thomas White International
Illinois
$703K – – –
ECA
505
Elevated Capital Advisors
Utah
$702K +$661K +4,737 New
RIL
506
Rothschild Investment LLC
Illinois
$700K +$3.49K +25 +0.5%
S
507
SignatureFD
Georgia
$699K +$77.2K +553 +13%
WI
508
Wedgewood Investors
Pennsylvania
$695K – – –
IC
509
Intersect Capital
California
$693K -$223K -1,597 -25%
BHIA
510
Birch Hill Investment Advisors
Massachusetts
$690K – – –
HTC
511
Haverford Trust Company
Pennsylvania
$689K – – –
TFS
512
Thoroughbred Financial Services
Tennessee
$689K +$8.24K +59 +1%
MS
513
Mizuho Securities
Japan
$689K +$649K +4,650 New
AP
514
Americana Partners
Texas
$688K +$649K +4,652 New
IA
515
IndexIQ Advisors
New York
$679K +$31.4K +225 +5%
SAI
516
Systematic Alpha Investments
New Jersey
$679K +$592K +4,243 New
ACM
517
Advisors Capital Management
New Jersey
$675K -$61.1K -438 -9%
CC
518
Chicago Capital
Illinois
$665K – – –
DCM
519
Dupont Capital Management
Delaware
$651K -$1.56M -11,159 -72%
AFAS
520
Acorn Financial Advisory Services
Virginia
$647K – – –
AWM
521
Altium Wealth Management
New York
$642K -$113K -812 -16%
FGAM
522
Financial Gravity Asset Management
Texas
$633K -$696K -4,984 -54%
OSAM
523
O'Shaughnessy Asset Management
Connecticut
$626K +$84.7K +607 +17%
VST
524
Van Strum & Towne
California
$622K – – –
LNC
525
Lincoln National Corp
Pennsylvania
$618K +$20.5K +147 +4%
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