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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
676
Optimum Investment Advisors
Illinois
$219K +$198K +1,610 New
AWM
677
Altium Wealth Management
New York
$219K +$198K +1,612 New
SBSB
678
Sullivan, Bruyette, Speros & Blaney
Virginia
$219K +$198K +1,615 New
LW
679
Linscomb Wealth
Texas
$219K +$198K +1,616 New
GP
680
Girard Partners
Pennsylvania
$218K -$43K -350 -18%
HPWM
681
Highland Private Wealth Management
Washington
$217K +$196K +1,598 New
NSIM
682
North Star Investment Management
Illinois
$215K – – –
TW
683
Transform Wealth
Colorado
$215K +$195K +1,585 New
GWS
684
Glassman Wealth Services
Virginia
$214K +$491 +4 +0.3%
VCA
685
Verdence Capital Advisors
Maryland
$214K +$193K +1,576 New
GAG
686
GM Advisory Group
New York
$214K +$194K +1,580 New
CCA
687
Cobblestone Capital Advisors
New York
$213K +$193K +1,569 New
KJHP
688
K.J. Harrison & Partners
Ontario, Canada
$212K +$192K +1,565 New
FWCM
689
Ferguson Wellman Capital Management
Oregon
$210K +$190K +1,546 New
DCM
690
Dupont Capital Management
Delaware
$208K -$34.9K -284 -16%
NWS
691
Newport Wealth Strategies
California
$206K +$172K +1,400 New
BG
692
Bahl & Gaynor
Ohio
$206K +$186K +1,515 New
HIIFS
693
Harel Insurance Investments & Financial Services
Israel
$204K +$184K +1,500 New
WSTAM
694
Wilbanks Smith & Thomas Asset Management
Virginia
$204K +$184K +1,501 New
PFBT
695
Parkside Financial Bank & Trust
Missouri
$201K +$1.23K +10 +0.7%
KWA
696
KCS Wealth Advisory
California
$201K +$182K +1,481 New
JIC
697
Johnson Investment Counsel
Ohio
$201K +$182K +1,483 New
QCG
698
Quadrant Capital Group
Ohio
$200K -$9.09K -74 -4%
MCM
699
MV Capital Management
Maryland
$195K – – –
SWA
700
Sutton Wealth Advisors
Florida
$185K +$2.46K +20 +1%
26 27
28
29 30