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Marriott International
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Name Holding Trade Value Shares
Change 		Change in
Stake
GI
751
Gradient Investments
Minnesota
$275K -$20.3K -141 -7%
GSBTD
752
Glenview State Bank Trust Department
Illinois
$273K – – –
KS
753
Karpas Strategies
Connecticut
$273K – – –
BCM
754
Bayesian Capital Management
New York
$273K +$288K +2,000 New
TCM
755
Telos Capital Management
California
$273K +$288K +2,000 New
CC
756
Constitution Capital
Connecticut
$272K -$7.21K -50 -2%
TF
757
TimeScale Financial
Massachusetts
$271K -$3.89K -27 -1%
JFGLC
758
Johnson Financial Group LLC (Colorado)
Colorado
$268K – – –
MHR
759
Matthew Hamilton Rosenberg
$268K +$13.8K +96 +5%
JF
760
Jump Financial
Illinois
$268K +$283K +1,961 New
QI
761
Qtron Investments
Massachusetts
$267K – – –
PGWM
762
Parisi Gray Wealth Management
New Jersey
$265K -$4.9K -34 -2%
EFS
763
Essex Financial Services
Connecticut
$265K – – –
RDWM
764
Red Door Wealth Management
Tennessee
$264K +$279K +1,936 New
CCM
765
Carderock Capital Management
Maryland
$262K – – –
MFA
766
Mayflower Financial Advisors
Massachusetts
$260K -$15K -104 -5%
CG
767
Caprock Group
Idaho
$257K +$62K +430 +30%
SLF
768
Sun Life Financial
Ontario, Canada
$256K -$30.4K -211 -10%
DWM
769
Darwin Wealth Management
Florida
$255K -$36.3K -252 -12%
PFC
770
Phocas Financial Corp
California
$253K +$268K +1,860 New
CA
771
Clearstead Advisors
Ohio
$249K +$5.91K +41 +2%
BOH
772
Bank of Hawaii
Hawaii
$247K – – –
NSIM
773
North Star Investment Management
Illinois
$247K – – –
LW
774
Linscomb Wealth
Texas
$246K -$144 -1 -0.1%
CIAS
775
Capital Investment Advisory Services
North Carolina
$246K – – –
29 30
31
32 33