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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
976
Legacy Financial Advisors
Kentucky
$452K +$21.4K +78 +5%
VT
977
Vise Technologies
New York
$451K +$167K +608 +60%
FMLI
978
Fukoku Mutual Life Insurance
Japan
$445K – – –
CA
979
CoreCap Advisors
Michigan
$440K +$57.7K +210 +15%
GSC
980
Ground Swell Capital
South Carolina
$439K +$432K +1,575 New
CPA
981
Court Place Advisors
Maryland
$438K – – –
WAOI
982
Wealth Advisors of Iowa
Iowa
$438K – – –
CST
983
Charles Schwab Trust
Nevada
$437K -$1.1K -4 -0.3%
HT
984
Headlands Technologies
Illinois
$434K -$3.37M -12,259 -89%
FBT
985
First Bank & Trust
South Dakota
$433K -$26.6K -97 -6%
MWM
986
Maridea Wealth Management
New York
$433K +$426K +1,553 New
WAP
987
Wealthcare Advisory Partners
Pennsylvania
$430K -$18.1K -66 -4%
AIM
988
Artemis Investment Management
United Kingdom
$430K +$86.5K +315 +26%
SW
989
SlateStone Wealth
Florida
$430K +$50.8K +185 +14%
PCMC
990
Paragon Capital Management (Colorado)
Colorado
$429K +$275 +1 +0.1%
PHAM
991
Palisades Hudson Asset Management
Florida
$428K – – –
SCTC
992
Sanibel Captiva Trust Company
Florida
$427K +$420K +1,531 New
FB
993
Finward Bancorp
Indiana
$426K +$419K +1,527 New
DW
994
Dodds Wealth
Colorado
$424K – – –
GRP
995
Global Retirement Partners
California
$421K -$107K -391 -21%
IFPG
996
Intrepid Financial Planning Group
Indiana
$420K – – –
CFM
997
Catalyst Funds Management
Australia
$418K -$494K -1,800 -55%
DAM
998
Diamant Asset Management
Connecticut
$418K – – –
SACTSONJ
999
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$418K – – –
PGWM
1000
Parisi Gray Wealth Management
New Jersey
$415K +$275 +1 +0.1%
38 39
40
41 42