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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
PGIM
801
Pacific Global Investment Management
California
$639K -$13K -54 -2%
FFB
802
First Financial Bankshares
Texas
$639K – – –
PGWM
803
Pitti Group Wealth Management
New York
$637K +$98.4K +410 +17%
MBT
804
Montecito Bank & Trust
California
$637K +$158K +658 +33%
CGA
805
Crescent Grove Advisors
Illinois
$636K +$1.68K +7 +0.3%
LP
806
LGL Partners
Pennsylvania
$636K – – –
SAG
807
SageView Advisory Group
California
$635K +$631K +2,628 New
AIM
808
Artemis Investment Management
United Kingdom
$632K +$27.4K +114 +5%
FHA
809
Flagship Harbor Advisors
Massachusetts
$630K -$3.36K -14 -0.5%
NB
810
NBT Bank
New York
$629K -$67.7K -282 -10%
TIA
811
Tiemann Investment Advisors
California
$626K -$5.76K -24 -0.9%
MW
812
Marcum Wealth
Ohio
$626K -$34.6K -144 -5%
PWM
813
Perigon Wealth Management
California
$623K -$10.3K -43 -2%
RRA
814
Round Rock Advisors
Connecticut
$622K +$5.52K +23 +0.9%
ECM
815
Evergreen Capital Management
Washington
$618K +$23.3K +97 +4%
SW
816
SkyOak Wealth
Michigan
$609K – – –
CHC
817
City Holding Co
West Virginia
$609K – – –
MWM
818
Moran Wealth Management
Florida
$607K +$217K +902 +56%
GAA
819
Global Assets Advisory
Florida
$606K +$20.2K +84 +3%
FAIM
820
Financial Advocates Investment Management
Washington
$606K -$55.4K -231 -8%
FFA
821
Farther Finance Advisors
California
$606K +$160K +667 +36%
DWM
822
Drive Wealth Management
Utah
$605K +$10.1K +42 +2%
JIC
823
Johnson Investment Counsel
Ohio
$601K +$13.2K +55 +2%
CI
824
Cigna Investments
Connecticut
$599K -$17K -71 -3%
CIAS
825
Capital Investment Advisory Services
North Carolina
$594K +$8.16K +34 +1%
31 32
33
34 35