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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
651
Horizon Investments
North Carolina
$214K -$22.2K -167 -9%
MF
652
Manchester Financial
California
$212K +$663 +5 +0.3%
BHWM
653
Bar Harbor Wealth Management
New Hampshire
$211K -$257K -1,938 -53%
BCM
654
Boltwood Capital Management
California
$211K – – –
SFWC
655
Strategic Family Wealth Counselors
New Jersey
$211K – – –
FBT
656
First Bank & Trust
South Dakota
$210K – – –
TL
657
TrueWealth LLC
Georgia
$210K – – –
WPP
658
Whalerock Point Partners
Rhode Island
$210K – – –
RWG
659
Regal Wealth Group
California
$210K +$796 +6 +0.4%
AI
660
Atria Investments
North Carolina
$210K +$2.39K +18 +1%
TCOV
661
Trust Company of Vermont
Vermont
$209K -$7.3K -55 -3%
SSWM
662
Sheets Smith Wealth Management
North Carolina
$207K – – –
LW
663
Linscomb Wealth
Texas
$201K – – –
TF
664
Trek Financial
Arizona
$201K – – –
NSIM
665
North Star Investment Management
Illinois
$197K – – –
BFEC
666
Benjamin F. Edwards & Company
Missouri
$196K +$198K +1,495 +1,846%
MMG
667
Monetary Management Group
Missouri
$190K – – –
MCM
668
MV Capital Management
Maryland
$182K -$3.71K -28 -2%
CFA
669
Carroll Financial Associates
North Carolina
$180K -$41.4K -312 -18%
M
670
Mirova
France
$179K +$17.2K +130 +10%
SWA
671
Sutton Wealth Advisors
Florida
$168K +$1.59K +12 +0.9%
RIA
672
Realta Investment Advisors
Delaware
$167K -$17.5K -132 -9%
CC
673
Centiva Capital
New York
$162K +$173K +1,303 New
BEAM
674
Baker Ellis Asset Management
Washington
$159K – – –
FQ
675
First Quadrant
California
$154K – – –
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