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Marriott International

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
701
Reston Wealth Management
Virginia
$295K – – –
Peapack-Gladstone Financial Corp
702
Peapack-Gladstone Financial Corp
New Jersey
$294K -$17.1K -150 -6%
SAM
703
Shell Asset Management
Netherlands
$294K +$48.1K +421 +23%
SWM
704
Segment Wealth Management
Texas
$294K +$255K +2,229 New
TP
705
Truvvo Partners
New York
$292K -$416K -3,643 -62%
Douglass Winthrop Advisors
706
Douglass Winthrop Advisors
New York
$291K – – –
ExodusPoint Capital Management
707
ExodusPoint Capital Management
New York
$291K +$252K +2,204 New
Belpointe Asset Management
708
Belpointe Asset Management
Nevada
$290K -$68.7K -601 -21%
KM
709
Kalos Management
Georgia
$289K – – –
KPW
710
Kore Private Wealth
New York
$289K +$250K +2,191 New
Migdal Insurance & Financial Holdings
711
Migdal Insurance & Financial Holdings
Israel
$288K -$3.4M -29,762 -93%
APA
712
American Portfolios Advisors
New York
$288K -$110K -963 -31%
WA
713
WESPAC Advisors
California
$287K +$248K +2,172 New
Kestra Private Wealth Services
714
Kestra Private Wealth Services
Texas
$285K +$249K +2,182 New
CBFP
715
Cedar Brook Financial Partners
Ohio
$284K +$246K +2,151 New
Colony Group
716
Colony Group
Massachusetts
$283K -$4.46K -39 -2%
Vestmark Advisory Solutions
717
Vestmark Advisory Solutions
Massachusetts
$283K +$245K +2,148 New
Lido Advisors
718
Lido Advisors
California
$283K +$245K +2,149 New
WC
719
Weil Company
California
$282K +$244K +2,140 New
Clifford Swan Investment Counsel
720
Clifford Swan Investment Counsel
California
$281K +$243K +2,127 New
PGWM
721
Parisi Gray Wealth Management
New Jersey
$281K +$243K +2,131 New
Quadrant Capital Group
722
Quadrant Capital Group
Ohio
$279K +$3.77K +33 +2%
Bank Pictet & Cie (Europe)
723
Bank Pictet & Cie (Europe)
Germany
$278K +$241K +2,111 New
JAFL
724
Jay A. Fishman Ltd
Michigan
$277K +$240K +2,100 New
WA1
725
Wimmer Associates 1
California
$277K +$240K +2,100 New