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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
HIIFS
1026
Harel Insurance Investments & Financial Services
Israel
$584K +$582K +1,577 New
MHR
1027
Matthew Hamilton Rosenberg
$581K – – –
SCTC
1028
Sanibel Captiva Trust Company
Florida
$580K -$3.69K -10 -0.6%
QI
1029
Qtron Investments
Massachusetts
$579K +$576K +1,562 New
LS
1030
Livforsakringsbolaget Skandia
Sweden
$578K -$103K -280 -15%
BFO
1031
Boston Family Office
Massachusetts
$575K -$24.3K -66 -4%
OFS
1032
OneAscent Financial Services
Alabama
$575K +$572K +1,551 New
KWA
1033
Kingswood Wealth Advisors
California
$574K +$61.6K +167 +12%
IWA
1034
Inspirion Wealth Advisors
Illinois
$571K +$571K +1,549 New
FFP
1035
FourThought Financial Partners
Florida
$570K +$5.9K +16 +1%
PHAM
1036
Palisades Hudson Asset Management
Florida
$568K – – –
AU
1037
AlphaGrep UK
$567K +$284K +771 +102%
API
1038
Asset Planning Inc
California
$561K -$94K -255 -14%
AIM
1039
Advyzon Investment Management
Illinois
$561K +$257K +698 +86%
WAP
1040
Wealthcare Advisory Partners
Pennsylvania
$560K +$2.21K +6 +0.4%
RBWA
1041
RFG - Bristol Wealth Advisors
Massachusetts
$560K +$738 +2 +0.1%
EFMH
1042
E Fund Management (HK)
Hong Kong
$557K +$229K +621 +70%
DAM
1043
Diamant Asset Management
Connecticut
$556K – – –
CA
1044
CoreCap Advisors
Michigan
$554K +$78.5K +213 +17%
GBT
1045
Grove Bank & Trust
Florida
$553K -$12.5K -34 -2%
EWS
1046
Evergreen Wealth Solutions
Pennsylvania
$553K -$24.7K -67 -4%
VP
1047
Verum Partners
North Carolina
$552K +$549K +1,488 New
ONB
1048
Old National Bancorp
Indiana
$551K +$148K +400 +37%
SMC
1049
Smith, Moore & Co
Missouri
$550K +$738 +2 +0.1%
GIA
1050
Gateway Investment Advisers
Ohio
$548K -$512K -1,388 -48%
40 41
42
43 44