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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
826
Octavia Wealth Advisors
Ohio
$419K +$22.1K +111 +5%
AT
827
American Trust
Kentucky
$417K -$133K -670 -24%
OPPS
828
Obsidian Personal Planning Solutions
Maryland
$416K – – –
LC
829
Lindbrook Capital
California
$415K +$24.8K +125 +6%
DCM
830
Driehaus Capital Management
Illinois
$413K -$190K -956 -31%
TFF
831
The Family Firm
Maryland
$413K +$199 +1 +0%
SCM
832
SOL Capital Management
Maryland
$413K – – –
SW
833
SteelPeak Wealth
California
$411K -$248K -1,247 -37%
CIM
834
CIM Investment Management
Pennsylvania
$409K -$9.93K -50 -2%
ORC
835
O'Rourke & Company
Massachusetts
$408K – – –
GS
836
GTS Securities
Florida
$404K +$408K +2,054 New
RWM
837
Reston Wealth Management
Virginia
$403K +$397 +2 +0.1%
FCA
838
Fortis Capital Advisors
Kansas
$403K +$407K +2,050 New
SVWAG
839
Sound View Wealth Advisors Group
Georgia
$401K +$406K +2,042 New
GW
840
GW & Wade
Massachusetts
$401K +$99.1K +499 +32%
SAMC
841
Spectrum Asset Management (California)
California
$397K – – –
ACM
842
Ategra Capital Management
Virginia
$395K – – –
EIG
843
Ellenbecker Investment Group
Wisconsin
$394K -$5.56K -28 -1%
PPG
844
Peak Planning Group
Colorado
$394K – – –
FC
845
Fulcrum Capital
Washington
$393K – – –
UM
846
UniSuper Management
Australia
$393K – – –
WC
847
Weil Company
California
$393K – – –
NP
848
NorthRock Partners
Minnesota
$393K -$33.4K -168 -8%
CG
849
Colony Group
Massachusetts
$387K -$397 -2 -0.1%
HCS
850
Himension Capital (Singapore)
Singapore
$387K +$391K +1,968 New
32 33
34
35 36