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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
751
Tarbox Family Office
California
$17K – – –
EWM
752
Endurance Wealth Management
Rhode Island
$16K – – –
PFGIA
753
Patriot Financial Group Insurance Agency
Massachusetts
$16K +$133 +1 +0.8%
CQS
754
Credential Qtrade Securities
$15.5K +$16.6K +125 New
PCG
755
Private Capital Group
Connecticut
$15K -$29.5K -222 -65%
GSWM
756
Golden State Wealth Management
California
$14K – – –
ST
757
Smithfield Trust
Pennsylvania
$13K – – –
EW
758
Evoke Wealth
California
$12.7K +$13.5K +102 New
GEA
759
Glen Eagle Advisors
New Jersey
$12.7K – – –
CAL
760
Capital Analysts LLC
Pennsylvania
$12K – – –
JPLA
761
Joseph P. Lucia & Associates
New York
$12K – – –
PO
762
Private Ocean
California
$12K – – –
RFA
763
Reilly Financial Advisors
California
$12K – – –
VFA
764
Valeo Financial Advisors
Indiana
$12K +$2.52K +19 +24%
WHG
765
Westwood Holdings Group
Texas
$10K – – –
CI
766
CX Institutional
Indiana
$10K +$929 +7 +9%
FGAM
767
Financial Gravity Asset Management
Texas
$9K – – –
SCA
768
Stonebridge Capital Advisors
Minnesota
$9K – – –
FIB
769
First Interstate Bank
Montana
$8K -$71.9K -542 -89%
IBOK
770
Independence Bank of Kentucky
Kentucky
$7K – – –
LWCFA
771
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K – – –
EWM
772
Edge Wealth Management
New York
$7K +$8.22K +62 New
FA
773
Financial Advantage
Maryland
$6K -$4M -30,122 -100%
JFGIW
774
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K – – –
BWM
775
Baystate Wealth Management
Massachusetts
$6K +$133 +1 +2%
29 30
31
32 33