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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
751
Capital Investment Advisory Services
North Carolina
$381K – – –
KWM
752
Kingsview Wealth Management
Oregon
$381K +$67.4K +438 +21%
HPC
753
HM Payson & Co
Maine
$379K +$616 +4 +0.2%
FHA
754
Flagship Harbor Advisors
Massachusetts
$379K -$1.69K -11 -0.4%
CA
755
Cullinan Associates
Kentucky
$377K – – –
CHC
756
City Holding Co
West Virginia
$375K – – –
PP
757
Patron Partners
Texas
$375K – – –
TIA
758
Tiemann Investment Advisors
California
$374K -$3.85K -25 -1%
SFG
759
Sunburst Financial Group
Alabama
$372K – – –
BHBT
760
Burke & Herbert Bank & Trust
Virginia
$369K – – –
CBT
761
Central Bank & Trust
Kentucky
$366K – – –
SS
762
Simplicity Solutions
Minnesota
$365K +$77K +500 +26%
CSA
763
Cottage Street Advisors
Massachusetts
$365K -$808K -5,250 -68%
BMCM
764
Bryn Mawr Capital Management
Pennsylvania
$364K +$377K +2,446 New
BBHC
765
Brown Brothers Harriman & Co
New York
$364K -$76.1K -494 -17%
PA
766
Parallel Advisors
California
$364K -$6.62K -43 -2%
IPW
767
Invictus Private Wealth
Colorado
$363K +$376K +2,441 New
AWA
768
Aaron Wealth Advisors
Illinois
$361K +$374K +2,426 New
ALAM
769
Asahi Life Asset Management
Japan
$361K -$6.16K -40 -2%
GSB
770
Greenfield Savings Bank
Massachusetts
$361K +$6.16K +40 +2%
JIC
771
Johnson Investment Counsel
Ohio
$359K +$9.08K +59 +3%
MWM
772
Mission Wealth Management
California
$358K -$6K -39 -2%
GG
773
Gofen & Glossberg
Illinois
$355K -$12.2K -79 -3%
SAM
774
Satovsky Asset Management
New York
$353K +$924 +6 +0.3%
CDH
775
Charles D. Hyman
$349K – – –
29 30
31
32 33