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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
1051
Capital Asset Advisory Services
Michigan
$542K -$7.74K -21 -1%
JAFL
1052
Jay A. Fishman Ltd
Michigan
$541K – – –
KAM
1053
Karani Asset Management
New York
$538K +$535K +1,452 New
OMIC
1054
Old Mission Investment Co
Michigan
$537K +$534K +1,449 New
SW
1055
SlateStone Wealth
Florida
$537K -$9.22K -25 -2%
IRP
1056
Investment Research Partners
Pennsylvania
$534K +$10.7K +29 +2%
AFT
1057
Alpha Family Trust
California
$534K – – –
OCM
1058
One Capital Management
California
$533K – – –
WEG
1059
World Equity Group
Illinois
$533K +$10.3K +28 +2%
KWS
1060
Keystone Wealth Services
California
$530K +$738 +2 +0.1%
NAM
1061
NorthCrest Asset Manangement
Minnesota
$526K +$72.3K +196 +16%
UCM
1062
Up Capital Management
California
$526K +$738 +2 +0.1%
CFP
1063
Catalyst Financial Partners
Massachusetts
$525K +$50.9K +138 +11%
SIM
1064
Samara Investment Management
Oregon
$524K +$22.5K +61 +5%
NP
1065
NorthRock Partners
Minnesota
$523K -$33.6K -91 -6%
SWRP
1066
Summit Wealth & Retirement Planning
California
$523K -$51.6K -140 -9%
SACTSONJ
1067
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$520K -$38.4K -104 -7%
WA1
1068
Wimmer Associates 1
California
$519K – – –
FCM
1069
Family Capital Management
Michigan
$519K +$15.9K +43 +3%
HMS
1070
Hanseatic Management Services
New Mexico
$517K +$515K +1,396 New
GVAG
1071
Great Valley Advisor Group
Delaware
$516K +$11.1K +30 +2%
FBT
1072
First Bank & Trust
South Dakota
$513K +$9.22K +25 +2%
4WM
1073
4J Wealth Management
Virginia
$510K – – –
PCP
1074
Proficio Capital Partners
Massachusetts
$510K +$507K +1,376 New
CWM
1075
Cornerstone Wealth Management
Missouri
$510K +$12.2K +33 +2%
41 42
43
44 45