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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
676
HBK Sorce Advisory
Pennsylvania
$935K +$10.7K +40 +1%
DJSG
677
D.J. St. Germain
Massachusetts
$934K +$537 +2 +0.1%
VST
678
Van Strum & Towne
California
$932K – – –
PAS
679
Park Avenue Securities
New York
$931K +$5.91K +22 +0.6%
TCWA
680
Turtle Creek Wealth Advisors
Texas
$923K +$288K +1,072 +43%
EM
681
ELCO Management
New York
$919K -$56.1K -209 -6%
EWM
682
Evermay Wealth Management
Virginia
$918K – – –
EFS
683
Essex Financial Services
Connecticut
$917K +$71.4K +266 +8%
EWM
684
Empirical Wealth Management
Washington
$917K +$87K +324 +10%
FFC
685
Frederick Financial Consultants
Maryland
$912K -$4.83K -18 -0.5%
KCM
686
Kathmere Capital Management
Pennsylvania
$909K -$211K -787 -18%
CA
687
Claar Advisors
New York
$909K -$29.8K -111 -3%
MQWP
688
Morey & Quinn Wealth Partners
Nebraska
$908K – – –
RCM
689
Requisite Capital Management
Texas
$907K +$935K +3,481 New
DAM
690
Delta Asset Management
Tennessee
$906K – – –
AIP
691
Alexis Investment Partners
Texas
$905K +$180K +672 +25%
RAM
692
Ramirez Asset Management
New York
$902K – – –
AG
693
AlTi Global
New York
$900K +$928K +3,455 New
SWM
694
SK Wealth Management
Rhode Island
$899K +$2.42K +9 +0.3%
ANTB
695
AMG National Trust Bank
Colorado
$897K – – –
EW
696
Elyxium Wealth
California
$888K +$4.03K +15 +0.4%
VA
697
VestGen Advisors
Illinois
$881K +$371K +1,383 +69%
SWM
698
Shakespeare Wealth Management
Wisconsin
$880K +$4.03K +15 +0.4%
AI
699
Atria Investments
North Carolina
$872K -$14K -52 -2%
BOJHT
700
Bank of Jackson Hole Trust
Wyoming
$872K +$70.1K +261 +8%
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28
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