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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
476
Burt Wealth Advisors
Maryland
$887K – – –
FAIM
477
Financial Advocates Investment Management
Washington
$875K -$24.2K -173 -3%
SIG
478
Sargent Investment Group
Maryland
$872K +$60.7K +435 +8%
APA
479
American Portfolios Advisors
New York
$872K -$80.3K -575 -9%
EWA
480
EP Wealth Advisors
California
$869K +$11.2K +80 +1%
KPW
481
Kore Private Wealth
New York
$866K +$89.6K +642 +12%
HVP
482
Hudson Value Partners
Florida
$863K -$30.7K -220 -4%
BCM
483
Bienville Capital Management
New York
$862K – – –
AAS
484
Avantax Advisory Services
Texas
$861K +$115K +825 +17%
WI
485
Wintrust Investments
Illinois
$857K -$2.22M -15,892 -64%
CST
486
Charles Schwab Trust
Nevada
$847K – – –
GFP
487
Gryphon Financial Partners
Ohio
$845K -$151K -1,079 -16%
IFWM
488
Institute for Wealth Management
Colorado
$845K +$10.6K +76 +1%
WCAMG
489
Woodard & Company Asset Management Group
North Carolina
$838K +$790K +5,657 New
AF
490
Allworth Financial
California
$834K +$20.1K +144 +3%
GLA
491
Great Lakes Advisors
Illinois
$815K -$3.64M -26,049 -83%
RE
492
RBC Europe
United Kingdom
$800K – – –
DAM
493
Delta Asset Management
Tennessee
$791K – – –
TA
494
Tiedemann Advisors
New York
$790K -$1.96K -14 -0.3%
SSWM
495
Smith Salley Wealth Management
North Carolina
$758K – – –
IC
496
IEQ Capital
California
$752K +$285K +2,045 +68%
TF
497
Tompkins Financial
New York
$734K +$692K +4,955 New
PCM
498
Palisade Capital Management
New Jersey
$733K -$265K -1,900 -28%
MFGM
499
Marshall Financial Group (Maryland)
Maryland
$730K -$1.81K -13 -0.3%
PDN
500
Pensionfund DSM Netherlands
Netherlands
$711K +$670K +4,800 New
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