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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
701
Monetary Management Group
Missouri
$216K -$13.4K -100 -7%
AIM
702
Alhambra Investment Management
Florida
$215K +$190K +1,420 New
ZAM
703
Zevin Asset Management
Massachusetts
$215K +$190K +1,420 New
FNT
704
First National Trust
Pennsylvania
$214K -$45K -336 -19%
CPA
705
Court Place Advisors
Maryland
$214K +$189K +1,414 New
AAM
706
Advisors Asset Management
Colorado
$212K +$35.5K +265 +23%
MPCG
707
Matrix Private Capital Group
New York
$211K +$187K +1,394 New
AAS
708
Avantax Advisory Services
Texas
$210K +$186K +1,386 New
SFA
709
Sequoia Financial Advisors
Ohio
$210K +$186K +1,386 New
RC
710
RegentAtlantic Capital
New Jersey
$210K +$186K +1,387 New
ML
711
McAdam LLC
Pennsylvania
$209K +$184K +1,377 New
MWM
712
Mission Wealth Management
California
$207K +$183K +1,368 New
CWM
713
Chesapeake Wealth Management
Virginia
$206K +$182K +1,360 New
CA
714
Cetera Advisors
Colorado
$205K +$180K +1,345 New
LFAS
715
Level Four Advisory Services
Texas
$205K +$181K +1,354 New
IAA
716
Independent Advisor Alliance
North Carolina
$205K +$182K +1,355 New
SWA
717
Sutton Wealth Advisors
Florida
$205K – – –
ECM
718
Evergreen Capital Management
Washington
$204K +$181K +1,348 New
CAM
719
Cresset Asset Management
Illinois
$204K +$181K +1,349 New
HSA
720
HBK Sorce Advisory
Pennsylvania
$203K +$180K +1,342 New
NFC
721
Northeast Financial Consultants
Connecticut
$202K +$179K +1,337 New
MAM
722
Meeder Asset Management
Ohio
$198K +$37.2K +278 +27%
RIA
723
Realta Investment Advisors
Delaware
$195K +$6.03K +45 +3%
BEAM
724
Baker Ellis Asset Management
Washington
$194K – – –
FQ
725
First Quadrant
California
$187K – – –
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