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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
876
Secure Asset Management
Michigan
$544K +$61.4K +245 +14%
EIG
877
Ellenbecker Investment Group
Wisconsin
$542K +$752 +3 +0.2%
NB
878
NBT Bank
New York
$542K -$11.3K -45 -2%
BWM
879
BCS Wealth Management
Tennessee
$535K -$10.5K -42 -2%
RWP
880
RWA Wealth Partners
Massachusetts
$532K +$6.02K +24 +1%
TC
881
Trilogy Capital
California
$530K +$7.02K +28 +1%
KA
882
Kozak & Associates
Colorado
$526K +$1K +4 +0.2%
CWP
883
Cyndeo Wealth Partners
Florida
$524K -$1.5K -6 -0.3%
OCM
884
One Capital Management
California
$522K -$28.8K -115 -6%
ERSOT
885
Employees Retirement System of Texas
Texas
$522K +$479K +1,911 New
EPIM
886
Evelyn Partners Investment Management
$521K +$20.1K +80 +4%
HWA
887
Heritage Wealth Advisors
Virginia
$517K – – –
CPSAC
888
Chas P. Smith & Associates (CPS)
Florida
$512K – – –
WI
889
Wedgewood Investors
Pennsylvania
$510K – – –
CW
890
CreativeOne Wealth
Kansas
$509K +$7.52K +30 +2%
CA
891
Commerzbank Aktiengesellschaft
Germany
$507K – – –
SA
892
Sovran Advisors
California
$504K +$452K +1,801 New
SW
893
Simplicity Wealth
New Jersey
$504K +$462K +1,844 New
LS
894
Livforsakringsbolaget Skandia
Sweden
$503K – – –
CFG
895
Cooper Financial Group
California
$503K -$902K -3,598 -66%
IPW
896
Invictus Private Wealth
Colorado
$502K -$4.76K -19 -1%
LI
897
Lafayette Investments
Maryland
$502K +$8.53K +34 +2%
PTC
898
Private Trust Company
Ohio
$502K -$14.8K -59 -3%
JBA
899
Johnson Bixby & Associates
Washington
$501K – – –
CI
900
CX Institutional
Indiana
$500K +$33.9K +135 +8%
34 35
36
37 38