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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
551
Founders Financial Alliance
North Carolina
$325K +$330K +3,499 New
BG
552
Bollard Group
Massachusetts
$324K – – –
ANTB
553
AMG National Trust Bank
Colorado
$323K -$198K -2,100 -38%
ECA
554
Elevated Capital Advisors
Utah
$320K +$27.4K +290 +12%
OSAM
555
O'Shaughnessy Asset Management
Connecticut
$320K +$223K +2,367 +217%
HFRG
556
Houlihan Financial Resource Group
Virginia
$320K +$260K +2,752 New
LI
557
Lafayette Investments
Maryland
$319K – – –
RIM
558
Rampart Investment Management
Connecticut
$317K -$240K -2,541 -43%
P
559
Pitcairn
Pennsylvania
$316K -$35.7K -378 -10%
PVWM
560
Point View Wealth Management
New Jersey
$316K -$4.53K -48 -1%
JCM
561
Jacobi Capital Management
Pennsylvania
$314K -$142K -1,500 -31%
AF
562
Affiance Financial
Minnesota
$314K – – –
BIM
563
Bridges Investment Management
Nebraska
$314K – – –
NIM
564
NuWave Investment Management
New Jersey
$314K +$2.92K +31 +0.9%
SWM
565
Shakespeare Wealth Management
Wisconsin
$313K – – –
WT
566
Whittier Trust
California
$313K +$127K +1,342 +66%
AAF
567
Andra AP-fonden
Sweden
$306K -$2.28M -24,200 -88%
CAM
568
Congress Asset Management
Massachusetts
$303K – – –
MAFM
569
Mid Atlantic Financial Management
Pennsylvania
$300K -$197K -2,093 -45%
LNC
570
Lincoln National Corp
Pennsylvania
$299K -$14.2K -150 -4%
CPSC
571
Carl P. Sherr & Co
Massachusetts
$299K – – –
KLCM
572
KG&L Capital Management
Louisiana
$298K -$22.9K -243 -7%
BOM
573
Bank of Marin
California
$298K – – –
QPWM
574
Quadrant Private Wealth Management
Pennsylvania
$294K +$299K +3,173 New
BHBT
575
Burke & Herbert Bank & Trust
Virginia
$292K – – –
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