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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
601
Washburn Capital Management
Florida
$528K +$8.26K +50 +1%
BC
602
Bridgefront Capital
Texas
$525K +$347K +2,103 +120%
OHIS
603
Oak Harvest Investment Services
Texas
$523K +$1.16K +7 +0.2%
PFS
604
Physicians Financial Services
North Carolina
$523K +$82.6K +500 +15%
CWM
605
Circle Wealth Management
New Jersey
$520K – – –
IIM
606
Ipswich Investment Management
Massachusetts
$516K – – –
EMG
607
ETF Managers Group
New Jersey
$516K +$619K +3,748 New
PCMU
608
Paragon Capital Management (Utah)
Utah
$513K +$15.7K +95 +3%
CAM
609
Cresset Asset Management
Illinois
$511K -$278K -1,680 -31%
IC
610
Inscription Capital
Texas
$511K -$27.3K -165 -4%
CP
611
Cumberland Partners
Ontario, Canada
$510K +$620K +3,750 New
MCM
612
MAI Capital Management
Ohio
$509K -$139K -840 -18%
LNC
613
Lincoln National Corp
Pennsylvania
$509K -$2.64K -16 -0.4%
FAIM
614
Financial Advocates Investment Management
Washington
$507K -$302K -1,825 -33%
WT
615
Whittier Trust
California
$502K -$9.91K -60 -2%
EWM
616
Empirical Wealth Management
Washington
$500K -$41.1K -249 -6%
CCP
617
Corient Capital Partners
California
$500K +$11.9K +72 +2%
WSTAM
618
Wilbanks Smith & Thomas Asset Management
Virginia
$492K +$175K +1,060 +41%
MOS
619
MGO One Seven
Ohio
$491K +$16.2K +98 +3%
CA
620
Claar Advisors
New York
$490K -$3.31M -20,050 -85%
ANTB
621
AMG National Trust Bank
Colorado
$490K – – –
BB
622
Busey Bank
Illinois
$489K +$1.65K +10 +0.3%
EFS
623
Essex Financial Services
Connecticut
$486K +$39.5K +239 +7%
TPW
624
Transatlantique Private Wealth
New York
$485K +$589K +3,564 New
GT
625
Greenleaf Trust
Michigan
$484K +$2.31K +14 +0.4%
23 24
25
26 27