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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
726
Ipswich Investment Management
Massachusetts
$803K – – –
CPSC
727
Carl P. Sherr & Co
Massachusetts
$802K – – –
UWPG
728
Ullmann Wealth Partners Group
Florida
$801K +$3.26K +14 +0.4%
RWM
729
Ritholtz Wealth Management
New York
$798K -$258K -1,109 -26%
FC
730
Forte Capital
New York
$798K -$5.12K -22 -0.7%
JIM
731
Jensen Investment Management
Oregon
$793K +$743K +3,190 New
JFGIW
732
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$792K +$17.9K +77 +2%
WIA
733
World Investment Advisors
California
$790K -$11.9K -51 -2%
EFS
734
Essex Financial Services
Connecticut
$787K -$259K -1,110 -27%
TAM
735
Trust Asset Management
Texas
$784K – – –
AP
736
Americana Partners
Texas
$781K – – –
CIM
737
Contravisory Investment Management
Massachusetts
$780K – – –
MPWS
738
McCarter Private Wealth Services
Massachusetts
$777K +$728K +3,126 New
QI
739
Qtron Investments
Massachusetts
$776K -$296K -1,270 -29%
ATC
740
Argent Trust Co
Tennessee
$770K +$3.03K +13 +0.4%
LIG
741
Lokken Investment Group
Delaware
$766K -$24K -103 -3%
BW
742
Bison Wealth
Georgia
$765K -$626K -2,690 -47%
BHPW
743
Beverly Hills Private Wealth
California
$762K +$279K +1,200 +64%
HPC
744
HM Payson & Co
Maine
$757K +$91.5K +393 +15%
SEIA
745
Signature Estate & Investment Advisors
California
$755K +$11.9K +51 +2%
MMA
746
Miracle Mile Advisors
California
$752K +$64.7K +278 +10%
ACA
747
Anchor Capital Advisors
Massachusetts
$752K – – –
RSWM
748
Robertson Stephens Wealth Management
California
$750K +$699 +3 +0.1%
PTC
749
Private Trust Company
Ohio
$748K +$26.3K +113 +4%
SIM
750
Sentry Investment Management
Wisconsin
$746K +$26.3K +113 +4%
28 29
30
31 32