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Marriott International

Name Holding Trade Value Shares
Change
Change in
Stake
VV
726
Verity & Verity
South Carolina
$417K +$431K +2,800 New
BIM
727
Bridges Investment Management
Nebraska
$412K -$30.8K -200 -7%
HFRG
728
Houlihan Financial Resource Group
Virginia
$410K +$424K +2,752 New
BAM
729
Belpointe Asset Management
Nevada
$408K -$89.6K -582 -18%
CI Investments Inc
730
CI Investments Inc
Ontario, Canada
$408K +$362K +2,352 +609%
FFN
731
Focus Financial Network
Minnesota
$408K -$7.39K -48 -2%
BOM
732
Bank of Marin
California
$406K
BA
733
Ballast Advisors
Minnesota
$404K +$34.8K +226 +9%
CGL
734
Clarius Group LLC
Washington
$404K -$924 -6 -0.2%
OCBCO
735
Oversea-Chinese Banking Corp (OCBC)
Singapore
$404K +$417K +2,711 New
WT
736
Washington Trust
Rhode Island
$403K
FAIM
737
Financial Advocates Investment Management
Washington
$400K -$34.3K -223 -8%
CBA
738
Coastal Bridge Advisors
Connecticut
$396K
QPWM
739
Quadrant Private Wealth Management
Pennsylvania
$396K +$410K +2,661 New
WSC
740
Wellington Shields & Co
New York
$396K +$29.3K +190 +8%
PMFA
741
Plante Moran Financial Advisors
Michigan
$396K -$21.9K -142 -5%
PAS
742
Park Avenue Securities
New York
$395K +$108K +701 +36%
CLOS
743
Compagnie Lombard Odier SCmA
Switzerland
$393K +$214K +1,389 +111%
GAA
744
Global Assets Advisory
Florida
$391K -$58.4K -379 -13%
QT
745
Quantamental Technologies
New York
$389K -$744K -4,832 -65%
KA
746
Kozak & Associates
Colorado
$386K
TFF
747
The Family Firm
Maryland
$386K
CGA
748
Crescent Grove Advisors
Illinois
$386K +$399K +2,592 New
LP
749
LGL Partners
Pennsylvania
$384K -$174K -1,131 -30%
GFP
750
Gryphon Financial Partners
Ohio
$383K -$154K -998 -28%