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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
BG
651
Bollard Group
Massachusetts
$587K +$1.33K +8 +0.2%
EFS
652
Essex Financial Services
Connecticut
$587K +$7.83K +47 +1%
SM
653
STF Management
Texas
$583K +$233K +1,400 +66%
BTI
654
Blue Trust Inc
Georgia
$579K +$49.3K +296 +8%
SCP
655
Shorepoint Capital Partners
Massachusetts
$578K +$580K +3,483 New
GWS
656
Glassman Wealth Services
Virginia
$578K -$112K -671 -16%
EWM
657
Evermay Wealth Management
Virginia
$571K +$23.5K +141 +4%
PGWM
658
Pitti Group Wealth Management
New York
$567K -$15.7K -94 -3%
LNC
659
Lincoln National Corp
Pennsylvania
$565K -$43.1K -259 -7%
JCM
660
Jacobi Capital Management
Pennsylvania
$564K -$44.8K -269 -7%
CG
661
Caprock Group
Idaho
$563K +$48.3K +290 +9%
SWM
662
Shakespeare Wealth Management
Wisconsin
$563K +$500 +3 +0.1%
CDH
663
Charles D. Hyman
$560K +$172K +1,030 +44%
GT
664
Greenleaf Trust
Michigan
$560K +$8.33K +50 +2%
PFS
665
Physicians Financial Services
North Carolina
$556K – – –
OAM
666
Oppenheimer Asset Management
New York
$554K -$214K -1,285 -28%
ESCM
667
Echo Street Capital Management
New York
$546K -$139K -833 -20%
EWM
668
Empirical Wealth Management
Washington
$546K -$63.3K -380 -10%
CAM
669
Congress Asset Management
Massachusetts
$544K – – –
CAM
670
Carret Asset Management
New York
$542K – – –
FMAEN1
671
Fund Management at Engine No 1
California
$542K +$49.8K +299 +10%
QCG
672
Quadrant Capital Group
Ohio
$540K +$39.8K +239 +8%
TSWM
673
Triangle Securities Wealth Management
North Carolina
$538K -$9.16K -55 -2%
PP
674
PFS Partners
New Jersey
$537K +$467K +2,801 +644%
CPSC
675
Carl P. Sherr & Co
Massachusetts
$535K – – –
25 26
27
28 29