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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
751
Burke & Herbert Bank & Trust
Virginia
$739K -$9.6K -40 -1%
HT
752
Headlands Technologies
Illinois
$736K +$730K +3,043 New
NP
753
Nilsine Partners
Colorado
$735K +$171K +711 +31%
CCA
754
Checchi Capital Advisers
California
$733K +$20.4K +85 +3%
EWM
755
Empirical Wealth Management
Washington
$732K -$23.3K -97 -3%
ACA
756
Anchor Capital Advisors
Massachusetts
$731K – – –
AS
757
Altshuler Shaham
Israel
$730K – – –
RSWM
758
Robertson Stephens Wealth Management
California
$729K -$8.4K -35 -1%
PIP
759
Peachtree Investment Partners
Florida
$727K -$37K -154 -5%
PP
760
Patron Partners
Texas
$726K +$24.2K +101 +3%
TTWM
761
TCV Trust & Wealth Management
Virginia
$725K – – –
LCM
762
Lazari Capital Management
California
$723K +$148K +618 +26%
AA
763
ALPS Advisors
Colorado
$722K -$185K -770 -21%
SEIA
764
Signature Estate & Investment Advisors
California
$722K +$716K +2,985 New
CNBT
765
Canandaigua National Bank & Trust
New York
$720K -$59.5K -248 -8%
DWT
766
Dorsey & Whitney Trust
South Dakota
$719K -$33.8K -141 -5%
TCOV
767
Trust Company of Vermont
Vermont
$713K +$8.4K +35 +1%
HAG
768
HighPoint Advisor Group
Illinois
$711K -$108K -451 -13%
FA
769
FSA Advisors
Michigan
$709K +$1.68K +7 +0.2%
SIA
770
Strategic Investment Advisors
Michigan
$708K -$28.3K -118 -4%
IFG
771
Independent Financial Group
California
$705K +$187K +779 +36%
AEPWM
772
Atlantic Edge Private Wealth Management
Florida
$704K – – –
PTC
773
Private Trust Company
Ohio
$700K -$18.5K -77 -3%
TAM
774
Tucker Asset Management
Colorado
$698K – – –
SIM
775
Sentry Investment Management
Wisconsin
$698K -$142K -591 -17%
29 30
31
32 33