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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
776
Constitution Capital
Connecticut
$313K +$15.7K +100 +6%
AA
777
Advisory Alpha
Michigan
$313K +$298K +1,895 New
RDWM
778
Red Door Wealth Management
Tennessee
$312K -$1.42K -9 -0.5%
WRM
779
Weybosset Research & Management
Rhode Island
$310K +$15.7K +100 +6%
SWA
780
Stratos Wealth Advisors
Ohio
$310K +$295K +1,878 New
EN1L
781
Engine No 1 LLC
California
$309K +$64K +407 +28%
JWCA
782
J.W. Cole Advisors
Florida
$309K +$294K +1,867 New
AIFAIM
783
American Institute for Advanced Investment Management
Arizona
$307K – – –
PFC
784
Phocas Financial Corp
California
$307K – – –
PGWM
785
Parisi Gray Wealth Management
New Jersey
$306K – – –
MYLI
786
Meiji Yasuda Life Insurance
Japan
$301K +$944 +6 +0.3%
NSIM
787
North Star Investment Management
Illinois
$299K – – –
BOH
788
Bank of Hawaii
Hawaii
$298K – – –
FPFS
789
First Personal Financial Services
North Carolina
$297K – – –
CA
790
Clearstead Advisors
Ohio
$296K -$78.3K -498 -22%
CL
791
Choreo LLC
Illinois
$296K – – –
RT
792
Rockland Trust
Massachusetts
$295K -$85.4K -543 -23%
RWM
793
Ritholtz Wealth Management
New York
$295K -$6.29K -40 -2%
JIC
794
Johnson Investment Counsel
Ohio
$293K +$279K +1,771 New
FFM
795
Forum Financial Management
Illinois
$293K +$279K +1,774 New
DAS
796
Dynamic Advisor Solutions
Arizona
$291K -$81.6K -519 -23%
CWS
797
Confluence Wealth Services
Pennsylvania
$291K +$277K +1,763 New
NG
798
Northstar Group
New York
$289K – – –
MF
799
Manchester Financial
California
$288K – – –
SWP
800
Strategic Wealth Partners
Ohio
$288K +$274K +1,745 New
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