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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
701
Carret Asset Management
New York
$642K – – –
BFS
702
Bradley Foster & Sargent
Connecticut
$640K – – –
PP
703
PFS Partners
New Jersey
$639K +$1.39K +7 +0.2%
FFA
704
Fortune Financial Advisors
Kansas
$637K +$51.8K +261 +9%
SWM
705
SeaCrest Wealth Management
New York
$637K +$643K +3,239 New
CGI
706
Comgest Global Investors
France
$636K -$567K -2,853 -47%
CPSC
707
Carl P. Sherr & Co
Massachusetts
$634K – – –
TSWM
708
Triangle Securities Wealth Management
North Carolina
$632K – – –
FIM
709
Freedom Investment Management
Connecticut
$626K +$373K +1,876 +143%
TAM
710
Trust Asset Management
Texas
$626K – – –
NB
711
NBT Bank
New York
$625K +$289K +1,457 +85%
MFG
712
Merit Financial Group
Georgia
$622K +$4.97K +25 +0.8%
DP
713
Divergent Planning
Maryland
$620K – – –
OHIS
714
Oak Harvest Investment Services
Texas
$619K -$5.36K -27 -0.9%
AP
715
Americana Partners
Texas
$618K – – –
SSG
716
Summit Securities Group
New York
$617K +$615K +3,098 +7,205%
BTI
717
Blue Trust Inc
Georgia
$616K +$64.4K +324 +11%
DJSG
718
D.J. St. Germain
Massachusetts
$614K -$21.1K -106 -3%
OTL
719
Oak Thistle LLC
New York
$609K +$615K +3,097 New
CWM
720
Connecticut Wealth Management
Connecticut
$608K +$302K +1,522 +97%
APC
721
Aspire Private Capital
North Carolina
$608K +$608K +3,060 +9,563%
SFS
722
Stiles Financial Services
Minnesota
$607K +$1.39K +7 +0.2%
DWT
723
Dorsey & Whitney Trust
South Dakota
$606K -$5.17K -26 -0.8%
RSWM
724
Robertson Stephens Wealth Management
California
$599K +$15.9K +80 +3%
CIM
725
Contravisory Investment Management
Massachusetts
$599K -$24.4K -123 -4%
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30 31