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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
CBA
1101
Coastal Bridge Advisors
Connecticut
$270K +$9.53K +38 +4%
LCS
1102
Levin Capital Strategies
New York
$269K – – –
TF
1103
Tompkins Financial
New York
$267K – – –
AFWM
1104
AMJ Financial Wealth Management
Virginia
$265K – – –
MM
1105
MQS Management
New York
$263K -$355K -1,414 -59%
GS
1106
GTS Securities
Florida
$263K +$242K +964 New
CS
1107
Cannell & Spears
New York
$263K +$2.01K +8 +0.8%
MFG
1108
Mosaic Financial Group
Illinois
$261K +$502 +2 +0.2%
BAM
1109
Belpointe Asset Management
Nevada
$261K -$140K -558 -37%
MMPW
1110
Mitchell McLeod Pugh & Williams
Alabama
$261K +$251 +1 +0.1%
CC
1111
Constitution Capital
Connecticut
$260K -$263K -1,050 -53%
PCM
1112
Parsons Capital Management
Rhode Island
$260K -$31.4K -125 -12%
CCT
1113
Chemung Canal Trust
New York
$259K -$35.9K -143 -13%
DF
1114
Dunhill Financial
United Kingdom
$259K -$9.78K -39 -4%
PCS
1115
Personal CFO Solutions
New Jersey
$258K +$23.6K +94 +11%
UCB
1116
United Community Bank
South Carolina
$258K -$46.1K -184 -16%
MGWM
1117
Marks Group Wealth Management
Minnesota
$257K – – –
GSC
1118
Ground Swell Capital
South Carolina
$257K +$236K +941 New
OWMIAS
1119
One Wealth Management Investment & Advisory Services
Florida
$255K +$5.02K +20 +2%
GFPC
1120
Global Financial Private Client
Florida
$255K +$1.5K +6 +0.6%
PWMAG
1121
Pinnacle Wealth Management Advisory Group
New Jersey
$255K -$1.25K -5 -0.5%
PFM
1122
Patton Fund Management
Texas
$254K +$234K +931 New
WAM
1123
Wakefield Asset Management
Colorado
$254K – – –
CTC
1124
Central Trust Company
Missouri
$253K – – –
NAM
1125
NorthCrest Asset Manangement
Minnesota
$253K -$40.9K -163 -15%
43 44
45
46 47