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Marriott International
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Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
576
Freedom Investment Management
Connecticut
$246K -$34K -391 -12%
CANY
577
Caxton Associates (New York)
New York
$246K +$249K +2,864 New
OC
578
Oakworth Capital
Alabama
$246K +$249K +2,868 New
CA
579
Cetera Advisors
Colorado
$242K +$246K +2,827 New
FWCM
580
Ferguson Wellman Capital Management
Oregon
$240K -$55.8K -643 -19%
EWM
581
Evermay Wealth Management
Virginia
$239K – – –
OPS
582
Orion Portfolio Solutions
Nebraska
$239K +$97.4K +1,121 +67%
FAIM
583
Financial Advocates Investment Management
Washington
$238K +$241K +2,780 New
NA
584
NewEdge Advisors
Louisiana
$237K +$240K +2,762 New
PTC
585
Private Trust Company
Ohio
$236K +$234K +2,695 New
WT
586
Washington Trust
Rhode Island
$235K -$152K -1,746 -39%
SLF
587
Sun Life Financial
Ontario, Canada
$234K -$20.7K -238 -8%
DWA
588
Douglass Winthrop Advisors
New York
$232K -$20K -230 -8%
ANRIA
589
American National Registered Investment Advisor
Texas
$232K – – –
TSW
590
Thompson Siegel & Walmsley
Virginia
$232K +$143K +1,644 +155%
GFS
591
GYL Financial Synergies
Connecticut
$231K +$235K +2,700 New
HCA
592
Harbour Capital Advisors
Virginia
$231K +$235K +2,700 New
WAS
593
WESPAC Advisors SoCal
California
$230K +$226K +2,600 New
WJWM
594
Williams Jones Wealth Management
New York
$228K +$231K +2,664 New
ACM
595
Ategra Capital Management
Virginia
$226K +$229K +2,642 New
QCM
596
Quantinno Capital Management
New York
$226K -$135K -1,558 -37%
MCCP
597
Mission Creek Capital Partners
California
$226K +$229K +2,631 New
TFF
598
The Family Firm
Maryland
$225K +$228K +2,623 New
LP
599
LGL Partners
Pennsylvania
$225K +$228K +2,630 New
S
600
SignatureFD
Georgia
$222K +$8.77K +101 +4%
22 23
24
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