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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
CHC
901
City Holding Co
West Virginia
$654K – – –
EC
902
Enhancing Capital
Pennsylvania
$654K – – –
GCM
903
Greenland Capital Management
New York
$654K +$658K +2,000 New
QWP
904
Quotient Wealth Partners
Texas
$653K +$43.4K +132 +7%
CIM
905
CIM Investment Management
Pennsylvania
$653K -$3.29K -10 -0.5%
EIG
906
Ellenbecker Investment Group
Wisconsin
$651K +$987 +3 +0.2%
JWM
907
JPL Wealth Management
Colorado
$650K +$119K +363 +22%
RSWM
908
Robertson Stephens Wealth Management
California
$649K -$188K -571 -22%
OF
909
Optimize Financial
California
$647K -$101K -306 -13%
AIMA
910
Ables Iannone Moore & Associates
Georgia
$647K +$230K +700 +55%
ADL
911
Asset Dedication LLC
California
$646K – – –
JWM
912
Jessup Wealth Management
Ohio
$645K -$42.1K -128 -6%
KPWG
913
KFA Private Wealth Group
Virginia
$643K – – –
CT
914
Caldwell Trust
Florida
$642K -$134K -408 -17%
NB
915
NBT Bank
New York
$641K +$987 +3 +0.2%
SW
916
Simplicity Wealth
New Jersey
$640K +$61.8K +188 +11%
TC
917
Trilogy Capital
California
$640K +$7.24K +22 +1%
APM
918
a16z Perennial Management
California
$638K – – –
HFO
919
Heritage Family Offices
Arizona
$635K -$4.61K -14 -0.7%
HI
920
Harbour Investments
Wisconsin
$634K +$352K +1,070 +123%
CW
921
CreativeOne Wealth
Kansas
$631K +$30.9K +94 +5%
CTC
922
Central Trust Company
Missouri
$626K +$288K +876 +84%
DCM
923
Dorato Capital Management
Colorado
$625K +$80.6K +245 +16%
SAM
924
Sagewood Asset Management
New York
$624K +$39.5K +120 +7%
HWA
925
Heritage Wealth Advisors
Virginia
$618K – – –
35 36
37
38 39