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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
751
MV Capital Management
Maryland
$946K -$32.7K -119 -3%
CWA
752
Clarus Wealth Advisors
Arizona
$940K +$948K +3,454 New
BFS
753
Bradley Foster & Sargent
Connecticut
$938K -$4.94K -18 -0.5%
SWM
754
SK Wealth Management
Rhode Island
$935K +$2.2K +8 +0.2%
SWM
755
Shakespeare Wealth Management
Wisconsin
$934K +$549 +2 +0.1%
BHPW
756
Beverly Hills Private Wealth
California
$932K +$76.1K +277 +9%
KMWM
757
Keudell/Morrison Wealth Management
Oregon
$932K – – –
MYAM
758
Meiji Yasuda Asset Management
Japan
$923K -$11K -40 -1%
EWM
759
Empirical Wealth Management
Washington
$918K +$10.4K +38 +1%
PP
760
PFS Partners
New Jersey
$916K +$1.65K +6 +0.2%
P
761
Pitcairn
Pennsylvania
$916K – – –
CAM
762
Congress Asset Management
Massachusetts
$914K – – –
AIM
763
Achmea Investment Management
Netherlands
$913K -$1.17M -4,271 -57%
CAM
764
Carret Asset Management
New York
$911K – – –
BIM
765
Bridges Investment Management
Nebraska
$904K +$275 +1 +0%
GSB
766
Greenfield Savings Bank
Massachusetts
$903K -$51.6K -188 -5%
CPSC
767
Carl P. Sherr & Co
Massachusetts
$900K – – –
UWPG
768
Ullmann Wealth Partners Group
Florida
$899K – – –
RWM
769
Ritholtz Wealth Management
New York
$899K +$3.02K +11 +0.3%
IIM
770
Ipswich Investment Management
Massachusetts
$898K -$2.75K -10 -0.3%
FC
771
Forte Capital
New York
$893K -$2.75K -10 -0.3%
NERM
772
New England Research & Management
Illinois
$886K +$872K +3,175 New
MPWS
773
McCarter Private Wealth Services
Massachusetts
$885K +$13.2K +48 +2%
SPF
774
South Plains Financial
Texas
$884K +$870K +3,170 New
TAM
775
Trust Asset Management
Texas
$879K – – –
29 30
31
32 33