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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
951
49 Wealth Management
Texas
$491K +$465K +1,627 New
AGM
952
Alpine Global Management
New York
$487K +$449K +1,571 New
OA
953
Oasis Advisors
Iowa
$486K +$448K +1,567 New
FBT
954
First Bank & Trust
South Dakota
$486K +$4.86K +17 +1%
SCTC
955
Sanibel Captiva Trust Company
Florida
$480K – – –
GBT
956
Grove Bank & Trust
Florida
$479K +$5.14K +18 +1%
TWM
957
Tanager Wealth Management
United Kingdom
$478K -$13.1K -46 -3%
CAAS
958
Capital Asset Advisory Services
Michigan
$477K – – –
PHAM
959
Palisades Hudson Asset Management
Florida
$476K – – –
WAP
960
Wealthcare Advisory Partners
Pennsylvania
$475K +$48K +168 +12%
KWS
961
Keystone Wealth Services
California
$474K -$6K -21 -1%
RBI
962
Raiffeisen Bank International
Austria
$473K -$127K -444 -23%
PCG
963
Prosperity Consulting Group
Maryland
$470K +$46K +161 +12%
SW
964
SlateStone Wealth
Florida
$469K -$9.14K -32 -2%
FFP
965
FourThought Financial Partners
Florida
$468K +$3.43K +12 +0.8%
RBWA
966
RFG - Bristol Wealth Advisors
Massachusetts
$468K -$6.86K -24 -2%
DAM
967
Diamant Asset Management
Connecticut
$465K – – –
SACTSONJ
968
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$465K – – –
DWP
969
Daymark Wealth Partners
Ohio
$464K +$87.4K +306 +26%
SFO
970
Stokes Family Office
Louisiana
$463K +$40.6K +142 +11%
BEAM
971
Baker Ellis Asset Management
Washington
$462K +$15.4K +54 +4%
SMC
972
Smith, Moore & Co
Missouri
$459K +$423K +1,479 New
CST
973
Charles Schwab Trust
Nevada
$455K -$22.6K -79 -5%
AWA
974
A4 Wealth Advisors
North Carolina
$454K – – –
CFG
975
Cooper Financial Group
California
$454K -$221K -774 -35%
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39
40 41