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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
PHAM
751
Palisades Hudson Asset Management
Florida
$316K -$496 -3 -0.1%
COCM
752
Charter Oak Capital Management
New Hampshire
$315K – – –
PKC
753
Palmer Knight Company
Florida
$312K – – –
WWM
754
Wolff Wiese Magana
California
$311K +$358K +2,164 +1,731%
VF
755
Virtu Financial
New York
$310K -$7.1K -43 -2%
SCM
756
SOL Capital Management
Maryland
$306K – – –
FTDI
757
First Trust Direct Indexing
Massachusetts
$305K -$23.5K -142 -6%
SLF
758
Sun Life Financial
Ontario, Canada
$304K -$45.3K -274 -11%
TP
759
Truvvo Partners
New York
$301K +$165 +1 +0%
DWA
760
Douglass Winthrop Advisors
New York
$300K -$4.96K -30 -1%
WS
761
Wedbush Securities
California
$299K – – –
NP
762
NorthRock Partners
Minnesota
$299K +$24.9K +151 +7%
CG
763
Colony Group
Massachusetts
$297K -$1.56M -9,470 -81%
RCG
764
Resource Consulting Group
Florida
$294K – – –
GSC
765
Ground Swell Capital
South Carolina
$293K +$356K +2,157 New
MTIM
766
Marathon Trading Investment Management
Pennsylvania
$292K +$355K +2,150 New
GVAG
767
Great Valley Advisor Group
Delaware
$290K -$3.3K -20 -0.9%
CWA
768
Consilium Wealth Advisory
Texas
$289K – – –
HWMA
769
Heritage Wealth Management (Arizona)
Arizona
$285K -$1.82K -11 -0.5%
ASI
770
Advisory Services & Investments
Oregon
$284K +$1.32K +8 +0.4%
BFEC
771
Benjamin F. Edwards & Company
Missouri
$283K -$108K -655 -24%
GFS
772
GYL Financial Synergies
Connecticut
$282K -$21.6K -131 -6%
EC
773
Enhancing Capital
Pennsylvania
$282K – – –
ORC
774
O'Rourke & Company
Massachusetts
$282K – – –
CIM
775
CIM Investment Management
Pennsylvania
$282K +$343K +2,077 New
29 30
31
32 33