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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
526
Avantax Advisory Services
Texas
$677K +$25.2K +175 +4%
MFGM
527
Marshall Financial Group (Maryland)
Maryland
$675K +$9.08K +63 +1%
IWC
528
Integrated Wealth Concepts
Massachusetts
$667K +$129K +898 +23%
BC
529
Burney Company
Virginia
$654K +$53.8K +373 +8%
TWI
530
Thomas White International
Illinois
$648K – – –
RIL
531
Rothschild Investment LLC
Illinois
$642K – – –
WI
532
Wedgewood Investors
Pennsylvania
$641K -$28.8K -200 -4%
BHIA
533
Birch Hill Investment Advisors
Massachusetts
$636K – – –
GFP
534
Gryphon Financial Partners
Ohio
$635K +$73.5K +510 +8%
HTC
535
Haverford Trust Company
Pennsylvania
$635K +$476K +3,300 +244%
VI
536
Vestcor Inc
New Brunswick, Canada
$632K -$46.7K -324 -7%
TFS
537
Thoroughbred Financial Services
Tennessee
$627K – – –
SFA
538
Sequoia Financial Advisors
Ohio
$624K +$409K +2,834 +163%
CC
539
Chicago Capital
Illinois
$613K – – –
DWM
540
Dakota Wealth Management
Florida
$606K +$109K +757 +21%
JWCA
541
J.W. Coons Advisors
Ohio
$605K – – –
FA
542
FMA Advisory
Pennsylvania
$602K -$66.3K -460 -9%
AFAS
543
Acorn Financial Advisory Services
Virginia
$597K – – –
SF
544
Synovus Financial
Georgia
$597K +$304K +2,110 +94%
IA
545
IndexIQ Advisors
New York
$595K +$23.6K +164 +4%
EWM
546
Evercore Wealth Management
New York
$594K -$1.87K -13 -0.3%
CAN
547
Claraphi Advisory Network
United States
$591K -$482K -3,344 -44%
BMSSC
548
B. Metzler seel. Sohn & Co
Germany
$587K +$23.1K +160 +4%
WCF
549
West Coast Financial
California
$577K -$4.54M -31,505 -88%
TPWA
550
TRUE Private Wealth Advisors
Oregon
$576K – – –
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