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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
726
Tarbox Family Office
California
$42K – – –
PCG
727
Private Capital Group
Connecticut
$40K -$1.76K -15 -5%
PCP
728
Proficio Capital Partners
Massachusetts
$37K -$1.88K -16 -5%
PCTC
729
Perkins Coie Trust Company
Washington
$35K – – –
AOWM
730
Alpha Omega Wealth Management
Virginia
$32K +$30.4K +258 New
WPW
731
Winthrop Partners - WNY
New York
$31.4K – – –
CIAS
732
Capital Investment Advisory Services
North Carolina
$31K -$121K -1,029 -80%
MWM
733
Mascoma Wealth Management
New Hampshire
$30K – – –
HGWM
734
Harvest Group Wealth Management
Massachusetts
$30K +$28.5K +242 New
GAM
735
Gemmer Asset Management
California
$29K – – –
SAM
736
Strategy Asset Managers
California
$29K +$27.2K +231 New
SWM
737
SeaCrest Wealth Management
New York
$28K – – –
MSA
738
Marino Stram & Associates
Massachusetts
$26K +$706 +6 +3%
TWA
739
TCI Wealth Advisors
Arizona
$25K -$8.36K -71 -26%
PFSC
740
Peoples Financial Services Corp
Pennsylvania
$25K – – –
PGAM
741
Princeton Global Asset Management
New Jersey
$24K +$22.6K +192 New
WPA
742
West Paces Advisors
Georgia
$23K – – –
IFAM
743
Institutional & Family Asset Management
Colorado
$23K -$6K -51 -22%
CB
744
CNB Bank
Pennsylvania
$23K – – –
EFSCE
745
Enterprise Financial Services Corp (EFSC)
Missouri
$23K +$7.88K +67 +61%
LFA
746
Legacy Financial Advisors
Kentucky
$21K +$3.77K +32 +24%
CFGS
747
Concourse Financial Group Securities
Alabama
$20K -$3.41K -29 -15%
FC
748
Ferris Capital
Massachusetts
$20K -$2K -17 -10%
FMTCOCP
749
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20K – – –
TFGT
750
TS Financial Group (TSFG)
Illinois
$20K +$18.5K +157 New
28 29
30
31 32