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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
776
JB Capital
Connecticut
$743K – – –
AEPWM
777
Atlantic Edge Private Wealth Management
Florida
$736K -$35.1K -140 -5%
JIC
778
Johnson Investment Counsel
Ohio
$732K -$2.76K -11 -0.4%
TWM
779
Tanager Wealth Management
United Kingdom
$731K +$2.76K +11 +0.4%
TAM
780
Trust Asset Management
Texas
$729K – – –
FHA
781
Flagship Harbor Advisors
Massachusetts
$729K -$6.02K -24 -0.9%
ECM
782
Evergreen Capital Management
Washington
$729K +$85.5K +341 +15%
FFB
783
First Financial Bankshares
Texas
$722K – – –
TCOV
784
Trust Company of Vermont
Vermont
$718K -$5.02K -20 -0.8%
PIP
785
Peachtree Investment Partners
Florida
$716K -$53.4K -213 -8%
VCP
786
Verus Capital Partners
Arizona
$714K +$39.4K +157 +6%
OF
787
Optimize Financial
California
$711K -$4.51K -18 -0.7%
P
788
Pitcairn
Pennsylvania
$703K -$131K -524 -17%
SLI
789
Sumitomo Life Insurance
Japan
$699K -$978K -3,901 -60%
LHC
790
Little House Capital
Massachusetts
$698K +$7.52K +30 +1%
RRA
791
Round Rock Advisors
Connecticut
$696K -$4.01K -16 -0.6%
FMB
792
Field & Main Bank
Kentucky
$696K +$17.6K +70 +3%
CIEC
793
Crédit Industriel et Commercial
France
$696K +$603K +2,406 +1,719%
SW
794
SkyOak Wealth
Michigan
$689K – – –
FWM
795
FFT Wealth Management
Pennsylvania
$685K – – –
PWM
796
Perigon Wealth Management
California
$678K -$28.3K -113 -4%
FA
797
Fiduciary Alliance
South Carolina
$676K -$502 -2 -0.1%
TCWA
798
Turtle Creek Wealth Advisors
Texas
$676K +$620K +2,473 New
AG
799
Ascent Group
Virginia
$673K -$10.8K -43 -2%
VA
800
Valmark Advisers
Ohio
$673K +$9.78K +39 +2%
30 31
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