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Marriott International

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
651
AE Wealth Management
Kansas
$257K +$232K +1,891 New
BCM
652
Brookstone Capital Management
Illinois
$256K +$232K +1,888 New
SLF
653
Sun Life Financial
Ontario, Canada
$255K -$283K -2,303 -55%
CC
654
Cognios Capital
Kansas
$248K -$144K -1,171 -39%
PL
655
Parkwood LLC
Ohio
$247K
RCG
656
Ruggie Capital Group
Florida
$246K
CG
657
Caprock Group
Idaho
$246K +$216K +1,758 New
WC
658
Weil Company
California
$244K +$221K +1,800 New
Cetera Investment Advisers
659
Cetera Investment Advisers
Illinois
$242K +$219K +1,787 New
LOAMS
660
Lombard Odier Asset Management (Switzerland)
Switzerland
$241K +$218K +1,774 New
WAM
661
Wealthspire Advisors (Maryland)
Maryland
$236K -$103K -835 -32%
PFM
662
Parsec Financial Management
North Carolina
$236K -$9.7K -79 -4%
RWA
663
Ropes Wealth Advisors
Massachusetts
$233K -$92.7K -755 -31%
Northwestern Mutual Wealth Management
664
Northwestern Mutual Wealth Management
Wisconsin
$233K +$2.33K +19 +1%
BP
665
Ballentine Partners
Massachusetts
$233K +$211K +1,719 New
CONA
666
Capital One National Association
New York
$232K -$65.2K -531 -24%
FBT
667
First Bank & Trust
South Dakota
$230K
TL
668
TrueWealth LLC
Georgia
$230K +$208K +1,693 New
BCM
669
Boltwood Capital Management
California
$230K +$209K +1,700 New
WPP
670
Whalerock Point Partners
Rhode Island
$229K +$207K +1,688 New
NHC
671
Nicholas Hoffman & Company
Georgia
$226K +$204K +1,663 New
RWG
672
Regal Wealth Group
California
$223K +$368 +3 +0.2%
EWA
673
EP Wealth Advisors
California
$223K +$202K +1,644 New
AC
674
Alexandria Capital
Virginia
$221K
BCM
675
BTC Capital Management
Iowa
$221K +$199K +1,623 New