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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
601
Castle Rock Wealth Management
California
$502K +$25.1K +184 +6%
SWM
602
Shakespeare Wealth Management
Wisconsin
$501K – – –
FHA
603
Flagship Harbor Advisors
Massachusetts
$499K +$136K +999 +42%
WT
604
Whittier Trust
California
$496K -$4.64K -34 -1%
TCM
605
Tuttle Capital Management
Connecticut
$490K +$16.5K +121 +4%
MYAM
606
Meiji Yasuda Asset Management
Japan
$490K +$242K +1,771 +115%
FMLI
607
Fukoku Mutual Life Insurance
Japan
$489K -$41K -300 -8%
VAS
608
Vestmark Advisory Solutions
Massachusetts
$489K +$157K +1,153 +54%
JCM
609
Jacobi Capital Management
Pennsylvania
$488K +$3.55K +26 +0.8%
GG
610
Golden Green
South Carolina
$488K +$450K +3,295 New
DADC
611
D.A. Davidson & Co
Montana
$487K +$233K +1,703 +108%
CAM
612
Congress Asset Management
Massachusetts
$485K -$5.87K -43 -1%
IC
613
Intersect Capital
California
$485K +$447K +3,274 New
HWA
614
Heritage Wealth Advisors
Virginia
$482K – – –
OSAM
615
O'Shaughnessy Asset Management
Connecticut
$479K +$37.5K +275 +9%
CPSC
616
Carl P. Sherr & Co
Massachusetts
$478K – – –
TTWM
617
TCV Trust & Wealth Management
Virginia
$478K – – –
BOM
618
Bank of Marin
California
$477K – – –
BWA
619
Brave Warrior Advisors
New York
$477K +$44.5K +326 +11%
DP
620
Divergent Planning
Maryland
$474K – – –
ACM
621
AlphaCrest Capital Management
New York
$470K +$433K +3,173 New
ALAM
622
Asahi Life Asset Management
Japan
$467K +$430K +3,150 New
DWT
623
Dorsey & Whitney Trust
South Dakota
$466K +$2.46K +18 +0.6%
AC
624
Allstate Corporation
Illinois
$466K +$80.1K +587 +23%
DWP
625
Destiny Wealth Partners
Florida
$463K – – –
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