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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
PHAM
951
Palisades Hudson Asset Management
Florida
$346K – – –
PCMC
952
Paragon Capital Management (Colorado)
Colorado
$346K +$203 +1 +0.1%
IAIM
953
International Assets Investment Management
Florida
$345K -$4.1M -20,215 -93%
RB
954
Rodgers Brothers
Pennsylvania
$344K – – –
RCM
955
Raleigh Capital Management
North Carolina
$344K +$21.5K +106 +7%
GCM
956
Greenland Capital Management
New York
$343K -$462K -2,277 -60%
OCM
957
One Capital Management
California
$343K -$11.4K -56 -4%
OFG
958
OmniStar Financial Group
North Carolina
$343K +$11.2K +55 +4%
FCP
959
Fidelis Capital Partners
Florida
$341K +$34.7K +171 +13%
BAM
960
Belpointe Asset Management
Nevada
$340K -$546K -2,693 -64%
SACTSONJ
961
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$338K – – –
MYIA
962
Mount Yale Investment Advisors
Colorado
$336K +$94.5K +466 +45%
LGA
963
Lebenthal Global Advisors
New York
$336K +$302K +1,490 New
PGWM
964
Parisi Gray Wealth Management
New Jersey
$336K – – –
FFO
965
Fiduciary Family Office
Florida
$335K +$301K +1,485 New
GP
966
Girard Partners
Pennsylvania
$332K – – –
LFAS
967
Level Four Advisory Services
Texas
$332K +$1.82K +9 +0.6%
STA
968
Summit Trail Advisors
New York
$329K -$89.6K -442 -23%
LFA
969
Legacy Financial Advisors
Kentucky
$328K +$17.6K +87 +6%
SGK
970
Steigerwald Gordon & Koch
Virginia
$328K +$295K +1,456 New
LWANC
971
Laurel Wealth Advisors (North Carolina)
North Carolina
$328K – – –
BPWM
972
Badgley Phelps Wealth Managers
Washington
$327K – – –
WEG
973
World Equity Group
Illinois
$326K +$78.3K +386 +36%
MHR
974
Matthew Hamilton Rosenberg
$325K -$16.4K -81 -5%
AFT
975
Alpha Family Trust
California
$325K – – –
37 38
39
40 41