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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1026
Vision Capital Management
Oregon
$590K – – –
EI
1027
EFG International
$590K +$587K +1,591 New
KFI
1028
Key Financial Inc
Pennsylvania
$588K -$62.7K -170 -10%
AFP
1029
Ausdal Financial Partners
Iowa
$586K -$9.96K -27 -2%
HIIFS
1030
Harel Insurance Investments & Financial Services
Israel
$584K +$582K +1,577 New
MHR
1031
Matthew Hamilton Rosenberg
$581K – – –
SCTC
1032
Sanibel Captiva Trust Company
Florida
$580K -$3.69K -10 -0.6%
QI
1033
Qtron Investments
Massachusetts
$579K +$576K +1,562 New
LS
1034
Livforsakringsbolaget Skandia
Sweden
$578K -$103K -280 -15%
BFO
1035
Boston Family Office
Massachusetts
$575K -$24.3K -66 -4%
OFS
1036
OneAscent Financial Services
Alabama
$575K +$572K +1,551 New
KWA
1037
Kingswood Wealth Advisors
California
$574K +$61.6K +167 +12%
IWA
1038
Inspirion Wealth Advisors
Illinois
$571K +$571K +1,549 New
FFP
1039
FourThought Financial Partners
Florida
$570K +$5.9K +16 +1%
PHAM
1040
Palisades Hudson Asset Management
Florida
$568K – – –
AU
1041
AlphaGrep UK
$567K +$284K +771 +102%
API
1042
Asset Planning Inc
California
$561K -$94K -255 -14%
AIM
1043
Advyzon Investment Management
Illinois
$561K +$257K +698 +86%
WAP
1044
Wealthcare Advisory Partners
Pennsylvania
$560K +$2.21K +6 +0.4%
RBWA
1045
RFG - Bristol Wealth Advisors
Massachusetts
$560K +$738 +2 +0.1%
EFMH
1046
E Fund Management (HK)
Hong Kong
$557K +$229K +621 +70%
DAM
1047
Diamant Asset Management
Connecticut
$556K – – –
CA
1048
CoreCap Advisors
Michigan
$554K +$78.5K +213 +17%
GBT
1049
Grove Bank & Trust
Florida
$553K -$12.5K -34 -2%
EWS
1050
Evergreen Wealth Solutions
Pennsylvania
$553K -$24.7K -67 -4%
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42
43 44