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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
CIG
1026
Cascade Investment Group
Colorado
$395K – – –
CCM
1027
Conway Capital Management
California
$388K – – –
NAM
1028
NorthCrest Asset Manangement
Minnesota
$388K +$25.1K +88 +8%
AFG
1029
ABLE Financial Group
Arizona
$386K – – –
AAS
1030
Ameritas Advisory Services
Nebraska
$385K -$284K -993 -44%
LC
1031
Lavelle Capital
California
$383K +$353K +1,235 New
LI
1032
Lafayette Investments
Maryland
$383K -$176K -617 -33%
CI
1033
Conning Inc
Connecticut
$382K -$8.29K -29 -2%
AHC
1034
Adell Harriman & Carpenter
Texas
$381K – – –
SFP
1035
Shepherd Financial Partners
Massachusetts
$381K -$4.29K -15 -1%
SMA
1036
Sage Mountain Advisors
Georgia
$381K +$351K +1,227 New
CWA
1037
Consilium Wealth Advisory
Texas
$379K +$286 +1 +0.1%
FWI
1038
Facet Wealth Inc
Maryland
$376K +$344K +1,205 New
WW
1039
Westshore Wealth
California
$376K -$7.71K -27 -2%
ORG
1040
Optimist Retirement Group
Washington
$374K – – –
CAG
1041
Crestwood Advisors Group
Massachusetts
$373K +$344K +1,203 New
FFC
1042
First Financial Corp
Indiana
$373K – – –
EWA
1043
EverSource Wealth Advisors
Alabama
$373K -$9.14K -32 -3%
MWS
1044
MFA Wealth Services
California
$372K +$343K +1,200 New
FNBT
1045
FineMark National Bank & Trust
Florida
$371K -$5.43K -19 -2%
BCA
1046
Bay Colony Advisors
Massachusetts
$371K -$58K -203 -15%
BWA
1047
Brave Warrior Advisors
New York
$370K – – –
ESB
1048
Essex Savings Bank
Connecticut
$369K -$31.1K -109 -8%
PI
1049
PFG Investments
New York
$364K +$1.43K +5 +0.4%
AAM
1050
Ackerman Asset Management
Maryland
$363K – – –
40 41
42
43 44