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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
SHFA
651
SS&H Financial Advisors
Michigan
$1.02M – – –
GWS
652
Greykasell Wealth Strategies
California
$1.01M +$56.9K +212 +6%
BHCM
653
Brevan Howard Capital Management
Jersey
$1M -$354K -1,320 -26%
AWM
654
Accurate Wealth Management
Florida
$995K +$2.95K +11 +0.3%
JCM
655
Jacobi Capital Management
Pennsylvania
$994K +$1.34K +5 +0.1%
WPC
656
Wedmont Private Capital
Pennsylvania
$993K +$26K +97 +3%
BG
657
Bollard Group
Massachusetts
$991K +$2.42K +9 +0.2%
ERSOT
658
Employees Retirement System of Texas
Texas
$990K +$507K +1,890 +99%
PP
659
Prudential plc
United Kingdom
$988K -$376K -1,400 -27%
BHBT
660
Burke & Herbert Bank & Trust
Virginia
$984K – – –
AF
661
Affiance Financial
Minnesota
$981K – – –
IWA
662
Icon Wealth Advisors
Texas
$974K – – –
BCM
663
Brookstone Capital Management
Illinois
$973K +$20.9K +78 +2%
PHIC
664
Pine Haven Investment Counsel
Massachusetts
$965K +$995K +3,706 New
AWA
665
Aaron Wealth Advisors
Illinois
$964K +$49.7K +185 +5%
BHPW
666
Beverly Hills Private Wealth
California
$963K +$8.32K +31 +0.8%
SWP
667
Sagespring Wealth Partners
Tennessee
$961K -$4.57K -17 -0.5%
MNBTD
668
Moody National Bank Trust Division
Texas
$955K +$67.9K +253 +7%
AA
669
Advisory Alpha
Michigan
$953K +$83.2K +310 +9%
PFS
670
Physicians Financial Services
North Carolina
$951K – – –
BWG
671
Balanced Wealth Group
Ohio
$946K – – –
FPAS
672
Focus Partners Advisor Solutions
Missouri
$944K -$291K -1,083 -21%
MWA
673
Martel Wealth Advisors
Washington
$941K – – –
ECM
674
Evergreen Capital Management
Washington
$941K +$254K +946 +35%
SCA
675
Snowden Capital Advisors
New York
$938K -$3.22K -12 -0.3%
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