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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
576
Founders Financial Alliance
North Carolina
$639K -$15.7K -100 -3%
CHA
577
Carmichael Hill & Associates
Maryland
$637K -$15.7K -100 -3%
JWCA
578
J.W. Coons Advisors
Ohio
$635K – – –
IC
579
Inscription Capital
Texas
$635K +$117K +745 +24%
MWM
580
Modera Wealth Management
New Jersey
$635K +$604K +3,840 New
FMLI
581
Fukoku Mutual Life Insurance
Japan
$633K -$23.6K -150 -4%
CWM
582
Circle Wealth Management
New Jersey
$631K -$7.39K -47 -1%
IA
583
IFP Advisors
Florida
$630K -$428K -2,719 -42%
WCM
584
Washburn Capital Management
Florida
$629K – – –
UC
585
Unio Capital
New Jersey
$628K +$598K +3,800 New
JF
586
Jump Financial
Illinois
$627K +$596K +3,791 New
PSUF
587
People's United Financial
Connecticut
$622K -$434K -2,760 -42%
CCM
588
Coldstream Capital Management
Washington
$617K +$588K +3,736 New
DMBA
589
Deseret Mutual Benefit Administrators
Utah
$615K – – –
AGM
590
Alpine Global Management
New York
$615K +$585K +3,720 New
IIM
591
Ipswich Investment Management
Massachusetts
$612K +$12.6K +80 +2%
CWM
592
Campbell Wealth Management
Virginia
$609K -$26.3K -167 -4%
JCM
593
Jacobi Capital Management
Pennsylvania
$609K -$3.93K -25 -0.7%
EWM
594
Empirical Wealth Management
Washington
$606K +$175K +1,114 +44%
OQS
595
Occudo Quantitative Strategies
Florida
$604K +$575K +3,658 New
WT
596
Whittier Trust
California
$603K +$255K +1,623 +80%
SBH
597
Segall Bryant & Hamill
Illinois
$601K +$44K +280 +8%
PA
598
Parallel Advisors
California
$600K +$59.3K +377 +12%
DSC
599
Duncker Streett & Co
Missouri
$599K – – –
HSA
600
HBK Sorce Advisory
Pennsylvania
$596K +$28.6K +182 +5%
22 23
24
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