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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
T
876
TOBAM
France
$289K – – –
CWM
877
Connecticut Wealth Management
Connecticut
$289K +$273K +1,573 New
ATC
878
Argent Trust Co
Tennessee
$289K – – –
CPA
879
Court Place Advisors
Maryland
$289K – – –
ILI
880
Invesco LLC (Illinois)
Illinois
$288K +$272K +1,567 New
SAG
881
SageView Advisory Group
California
$287K +$271K +1,564 New
CA
882
Clearstead Advisors
Ohio
$287K -$346K -1,996 -56%
WW
883
Westshore Wealth
California
$286K -$9.02K -52 -3%
DFCM
884
Dark Forest Capital Management
Puerto Rico
$286K +$270K +1,557 New
LFAS
885
Level Four Advisory Services
Texas
$284K +$20.3K +117 +8%
TCOV
886
Trust Company of Vermont
Vermont
$283K -$10.2K -59 -4%
GW
887
GW & Wade
Massachusetts
$283K +$1.39K +8 +0.5%
PA
888
PFW Advisors
Georgia
$283K +$235K +1,355 New
MHR
889
Matthew Hamilton Rosenberg
$282K -$4.34K -25 -2%
PHAM
890
Palisades Hudson Asset Management
Florida
$282K – – –
PCMC
891
Paragon Capital Management (Colorado)
Colorado
$281K +$173 +1 +0.1%
WRPWM
892
Werba Rubin Papier Wealth Management
California
$278K +$6.77K +39 +3%
MWM
893
Madison Wealth Management
Ohio
$278K – – –
ASA
894
Armstrong Shaw Associates
Connecticut
$276K – – –
SACTSONJ
895
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$276K – – –
CSPIA
896
Cary Street Partners Investment Advisory
Virginia
$275K -$1.21K -7 -0.5%
CC
897
Constitution Capital
Connecticut
$275K -$17.3K -100 -6%
SFO
898
Stokes Family Office
Louisiana
$274K +$3.47K +20 +1%
VCM
899
Vision Capital Management
Oregon
$273K – – –
FBT
900
First Bank & Trust
South Dakota
$272K +$11.8K +68 +5%
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