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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
VP
1051
Verum Partners
North Carolina
$552K +$549K +1,488 New
ONB
1052
Old National Bancorp
Indiana
$551K +$148K +400 +37%
SMC
1053
Smith, Moore & Co
Missouri
$550K +$738 +2 +0.1%
GIA
1054
Gateway Investment Advisers
Ohio
$548K -$512K -1,388 -48%
CAAS
1055
Capital Asset Advisory Services
Michigan
$542K -$7.74K -21 -1%
JAFL
1056
Jay A. Fishman Ltd
Michigan
$541K – – –
KAM
1057
Karani Asset Management
New York
$538K +$535K +1,452 New
OMIC
1058
Old Mission Investment Co
Michigan
$537K -$21K -57 -4%
SW
1059
SlateStone Wealth
Florida
$537K -$9.22K -25 -2%
IRP
1060
Investment Research Partners
Pennsylvania
$534K +$10.7K +29 +2%
AFT
1061
Alpha Family Trust
California
$534K – – –
OCM
1062
One Capital Management
California
$533K – – –
WEG
1063
World Equity Group
Illinois
$533K +$10.3K +28 +2%
KWS
1064
Keystone Wealth Services
California
$530K +$738 +2 +0.1%
NAM
1065
NorthCrest Asset Manangement
Minnesota
$526K +$72.3K +196 +16%
UCM
1066
Up Capital Management
California
$526K +$738 +2 +0.1%
CFP
1067
Catalyst Financial Partners
Massachusetts
$525K +$50.9K +138 +11%
SIM
1068
Samara Investment Management
Oregon
$524K +$22.5K +61 +5%
NP
1069
NorthRock Partners
Minnesota
$523K -$33.6K -91 -6%
PFBT
1070
Parkside Financial Bank & Trust
Missouri
$523K +$31.7K +86 +6%
SWRP
1071
Summit Wealth & Retirement Planning
California
$523K -$51.6K -140 -9%
SACTSONJ
1072
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$520K -$38.4K -104 -7%
WA1
1073
Wimmer Associates 1
California
$519K – – –
FCM
1074
Family Capital Management
Michigan
$519K +$15.9K +43 +3%
HMS
1075
Hanseatic Management Services
New Mexico
$517K +$515K +1,396 New
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