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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
701
Evermay Wealth Management
Virginia
$743K -$4.87K -24 -0.7%
NS
702
NBC Securities
Alabama
$742K -$4.66K -23 -0.7%
PMFA
703
Plante Moran Financial Advisors
Michigan
$741K +$114K +560 +21%
APC
704
Aspire Private Capital
North Carolina
$740K +$38.5K +190 +6%
SF
705
Synovus Financial
Georgia
$740K -$129K -638 -16%
LIG
706
Lokken Investment Group
Delaware
$739K -$2.03K -10 -0.3%
CAM
707
Congress Asset Management
Massachusetts
$739K – – –
HIC
708
Holderness Investments Company
North Carolina
$739K – – –
FB
709
Fulton Bank
Pennsylvania
$737K +$228K +1,124 +52%
CAM
710
Carret Asset Management
New York
$737K – – –
CST
711
Charles Schwab Trust
Nevada
$736K -$45.4K -224 -6%
PP
712
PFS Partners
New Jersey
$735K +$1.42K +7 +0.2%
HSA
713
HBK Sorce Advisory
Pennsylvania
$732K -$88.2K -435 -12%
CPSC
714
Carl P. Sherr & Co
Massachusetts
$727K – – –
TSWM
715
Triangle Securities Wealth Management
North Carolina
$725K – – –
SIA
716
Strategic Investment Advisors
Michigan
$724K -$85.3K -421 -12%
SWM
717
SeaCrest Wealth Management
New York
$722K +$1.22K +6 +0.2%
TAM
718
Trust Asset Management
Texas
$718K – – –
BTI
719
Blue Trust Inc
Georgia
$716K +$58.4K +288 +9%
OHIS
720
Oak Harvest Investment Services
Texas
$710K – – –
AP
721
Americana Partners
Texas
$709K – – –
DP
722
Divergent Planning
Maryland
$708K – – –
MFIM
723
Mesirow Financial Investment Management
Illinois
$702K +$631K +3,114 New
OAM
724
Oppenheimer Asset Management
New York
$700K +$153K +753 +32%
EWM
725
Empirical Wealth Management
Washington
$699K +$96.1K +474 +18%
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