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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1176
Waddell & Associates
Tennessee
$386K -$4.42K -12 -1%
SAG
1177
SageView Advisory Group
California
$385K -$90.7K -246 -19%
GKWIM
1178
Gerber Kawasaki Wealth & Investment Management
California
$385K +$132K +357 +52%
CHAM
1179
Clear Harbor Asset Management
Connecticut
$385K -$2.21K -6 -0.6%
SSW
1180
Stone Summit Wealth
Florida
$382K – – –
GS
1181
GTS Securities
Florida
$381K -$230K -625 -38%
AHC
1182
Adell Harriman & Carpenter
Texas
$381K -$36.9K -100 -9%
BOM
1183
Bank of Marin
California
$379K – – –
IWMO
1184
Integrated Wealth Management (Ohio)
Ohio
$377K – – –
CI
1185
Conning Inc
Connecticut
$375K -$12.9K -35 -3%
LAS
1186
Legacy Advisory Services
Pennsylvania
$374K – – –
PCMF
1187
Private Capital Management (Florida)
Florida
$374K – – –
QFA
1188
Quantum Financial Advisors
California
$372K -$9.22K -25 -2%
AHL
1189
Abel Hall LLC
Louisiana
$372K +$8.85K +24 +2%
BAM
1190
Blueshift Asset Management
New Jersey
$372K +$370K +1,003 New
VW
1191
Vance Wealth
California
$371K -$54.2K -147 -13%
HA
1192
Harbor Advisors
Florida
$371K – – –
YDMI
1193
Y.D. More Investments
Israel
$371K – – –
OIS
1194
OneAscent Investment Solutions
Alabama
$370K +$368K +999 New
BCP
1195
Blue Chip Partners
Michigan
$369K +$369 +1 +0.1%
SIM
1196
Seaview Investment Managers
Florida
$367K – – –
CFA
1197
CWS Financial Advisors
Michigan
$365K +$363K +985 New
LCS
1198
Levin Capital Strategies
New York
$365K – – –
DF
1199
Dunhill Financial
United Kingdom
$364K – – –
SWM
1200
SHP Wealth Management
Massachusetts
$363K +$5.9K +16 +2%
46 47
48
49 50