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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
QI
651
Qtron Investments
Massachusetts
$1.06M -$249K -1,037 -19%
WFC
652
Western Financial Corp
California
$1.05M +$21.8K +91 +2%
TA
653
TFG Advisers
Michigan
$1.05M +$20.4K +85 +2%
RWM
654
Ritholtz Wealth Management
New York
$1.04M -$284K -1,182 -21%
CWM
655
Congress Wealth Management
Massachusetts
$1.04M -$42.2K -176 -4%
BHIA
656
Birch Hill Investment Advisors
Massachusetts
$1.03M – – –
FFA
657
Founders Financial Alliance
North Carolina
$1.02M +$108K +450 +12%
DAM
658
Delta Asset Management
Tennessee
$1.01M – – –
HTC
659
Haverford Trust Company
Pennsylvania
$1.01M – – –
BBHC
660
Brown Brothers Harriman & Co
New York
$1.01M +$11K +46 +1%
BF
661
BOK Financial
Oklahoma
$1.01M +$242K +1,007 +32%
FCP
662
Fidelis Capital Partners
Florida
$1M +$130K +541 +13%
LFP
663
Leeward Financial Partners
Washington
$999K – – –
KCM
664
Kendall Capital Management
Maryland
$985K +$81.6K +340 +9%
FWM
665
Fonville Wealth Management
Virginia
$981K +$3.6K +15 +0.4%
LA
666
LBP AM
France
$975K +$968K +4,034 New
A
667
AlphaQuest
New York
$975K +$968K +4,031 New
GSC
668
Ground Swell Capital
South Carolina
$965K +$958K +3,993 New
MFIM
669
Mesirow Financial Investment Management
Illinois
$959K -$47.3K -197 -5%
EM
670
ELCO Management
New York
$959K – – –
JIC
671
Joel Isaacson & Co
New York
$949K – – –
SBIA
672
Sheaff Brock Investment Advisors
Indiana
$943K -$55.7K -232 -6%
SHFA
673
SS&H Financial Advisors
Michigan
$942K – – –
VST
674
Van Strum & Towne
California
$938K – – –
LSAG
675
Lake Street Advisors Group
New Hampshire
$933K +$149K +619 +19%
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