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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
526
Horizon Investments
North Carolina
$878K +$557K +3,645 +139%
CP
527
Cumberland Partners
Ontario, Canada
$876K +$382K +2,500 +67%
CWM
528
Calamos Wealth Management
Illinois
$874K +$952K +6,235 New
S
529
Seeyond
France
$872K -$51.5K -337 -5%
ECM
530
Everence Capital Management
Indiana
$870K – – –
MHC
531
Meyer Handelman Company
New York
$869K – – –
WFAG
532
Wescott Financial Advisory Group
Pennsylvania
$854K +$917 +6 +0.1%
BWA
533
Burt Wealth Advisors
Maryland
$839K – – –
SIG
534
Sargent Investment Group
Maryland
$833K – – –
BCM
535
Bienville Capital Management
New York
$816K – – –
HVP
536
Hudson Value Partners
Florida
$816K – – –
AG
537
Algert Global
California
$810K +$883K +5,779 New
MNBTD
538
Moody National Bank Trust Division
Texas
$806K – – –
IAA
539
Independent Advisor Alliance
North Carolina
$805K -$106K -697 -11%
EHWM
540
Eads & Heald Wealth Management
Georgia
$803K +$581K +3,805 +198%
SYBT
541
Stock Yards Bank & Trust
Kentucky
$786K +$174K +1,141 +26%
BCM
542
Bayesian Capital Management
New York
$778K -$499K -3,265 -37%
RJT
543
Raymond James Trust
Florida
$778K +$237K +1,553 +39%
OPS
544
Orion Portfolio Solutions
Nebraska
$775K -$2.9K -19 -0.3%
TWI
545
Thomas White International
Illinois
$774K – – –
LP
546
LMR Partners
United Kingdom
$773K -$778K -5,096 -48%
IFWM
547
Institute for Wealth Management
Colorado
$766K -$24.4K -160 -3%
HTC
548
Haverford Trust Company
Pennsylvania
$760K +$221K +1,450 +37%
GL
549
GHE LLC
Tennessee
$757K +$186K +1,218 +29%
FPAS
550
Focus Partners Advisor Solutions
Missouri
$743K +$60K +393 +8%
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