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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
651
Carret Asset Management
New York
$444K – – –
SFS
652
Stiles Financial Services
Minnesota
$442K +$55.2K +334 +11%
WIA
653
World Investment Advisors
California
$440K – – –
DMBA
654
Deseret Mutual Benefit Administrators
Utah
$440K +$37.7K +228 +8%
CPSC
655
Carl P. Sherr & Co
Massachusetts
$439K – – –
PGWM
656
Pitti Group Wealth Management
New York
$438K +$532K +3,222 New
DP
657
Divergent Planning
Maryland
$434K – – –
SW
658
SkyOak Wealth
Michigan
$431K -$24K -145 -4%
BRWA
659
B. Riley Wealth Advisors
Florida
$431K -$3.47K -21 -0.7%
GAA
660
Global Assets Advisory
Florida
$431K +$517K +3,127 New
SBIA
661
Sheaff Brock Investment Advisors
Indiana
$430K +$66.9K +405 +15%
AWS
662
Atria Wealth Solutions
New York
$428K -$770K -4,660 -60%
SWM
663
Segment Wealth Management
Texas
$428K – – –
IWC
664
Integrated Wealth Concepts
Massachusetts
$428K +$24.1K +146 +5%
BAAM
665
Baker Avenue Asset Management
California
$428K +$520K +3,146 New
AP
666
Americana Partners
Texas
$427K – – –
KWM
667
Kingsview Wealth Management
Oregon
$426K -$17.5K -106 -3%
VCA
668
Verdence Capital Advisors
Maryland
$422K +$330 +2 +0.1%
CPSAC
669
Chas P. Smith & Associates (CPS)
Florida
$422K +$16.5K +100 +3%
SW
670
SVB Wealth
Massachusetts
$420K +$27.9K +169 +6%
TTWM
671
TCV Trust & Wealth Management
Virginia
$417K -$12.4K -75 -2%
PFM
672
Parsec Financial Management
North Carolina
$409K -$11.4K -69 -2%
SP
673
Symmetry Partners
Connecticut
$409K – – –
MFS
674
Monetta Financial Services
Illinois
$408K +$496K +3,000 New
P
675
Pitcairn
Pennsylvania
$407K +$12.9K +78 +3%
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