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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
DP
726
Divergent Planning
Maryland
$887K – – –
BIM
727
Bridges Investment Management
Nebraska
$887K +$752 +3 +0.1%
TW
728
Trajan Wealth
Arizona
$882K +$117K +467 +17%
CPSC
729
Carl P. Sherr & Co
Massachusetts
$881K – – –
UWPG
730
Ullmann Wealth Partners Group
Florida
$881K +$502 +2 +0.1%
GLR
731
Great Lakes Retirement
Ohio
$874K – – –
EWM
732
Empirical Wealth Management
Washington
$874K -$480K -1,914 -37%
PP
733
PFS Partners
New Jersey
$872K +$1.76K +7 +0.2%
CRC
734
Curi RMB Capital
Illinois
$867K +$796K +3,173 New
FB
735
Fulton Bank
Pennsylvania
$861K -$74K -295 -9%
HFM
736
Hartford Funds Management
Pennsylvania
$861K +$790K +3,148 New
AP
737
Americana Partners
Texas
$858K – – –
SS
738
SBI Securities
Japan
$855K -$83.5K -333 -10%
MPWS
739
McCarter Private Wealth Services
Massachusetts
$846K -$3.26K -13 -0.4%
IIM
740
Ipswich Investment Management
Massachusetts
$846K – – –
CFA
741
Camarda Financial Advisors
Florida
$844K +$775K +3,089 New
BOJHT
742
Bank of Jackson Hole Trust
Wyoming
$843K +$18.6K +74 +2%
ATC
743
Argent Trust Co
Tennessee
$834K – – –
HPC
744
HM Payson & Co
Maine
$823K +$1K +4 +0.1%
CA
745
Cornerstone Advisory
Maryland
$821K +$3.76K +15 +0.5%
ACA
746
Anchor Capital Advisors
Massachusetts
$819K -$15.8K -63 -2%
GSB
747
Greenfield Savings Bank
Massachusetts
$812K -$49.7K -198 -6%
SPC
748
Sigma Planning Corp
Michigan
$810K -$65.5K -261 -8%
PMFA
749
Plante Moran Financial Advisors
Michigan
$809K +$58.7K +234 +9%
KMWM
750
Keudell/Morrison Wealth Management
Oregon
$808K – – –
28 29
30
31 32