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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
751
Sunburst Financial Group
Alabama
$459K – – –
CBT
752
Central Bank & Trust
Kentucky
$452K -$694 -4 -0.2%
TIA
753
Tiemann Investment Advisors
California
$452K -$8.67K -50 -2%
HI
754
Human Investing
Oregon
$446K -$42.2K -243 -9%
HSA
755
HBK Sorce Advisory
Pennsylvania
$445K -$8.5K -49 -2%
BB
756
Busey Bank
Illinois
$445K -$82.1K -473 -16%
LCM
757
Lazari Capital Management
California
$444K +$419K +2,415 New
CIAS
758
Capital Investment Advisory Services
North Carolina
$443K -$26K -150 -6%
CBFP
759
Cedar Brook Financial Partners
Ohio
$441K +$71.8K +414 +21%
JWCA
760
J.W. Cole Advisors
Florida
$439K -$91.6K -528 -18%
MWM
761
Mission Wealth Management
California
$439K +$47.7K +275 +13%
SAM
762
Satovsky Asset Management
New York
$438K +$1.21K +7 +0.3%
FPCP
763
Fort Point Capital Partners
California
$436K +$36.8K +212 +10%
QPWM
764
Quadrant Private Wealth Management
Pennsylvania
$436K -$34.5K -199 -8%
SFB
765
STAR Financial Bank
Indiana
$434K +$409K +2,360 New
BMCM
766
Bryn Mawr Capital Management
Pennsylvania
$433K – – –
CFG
767
Cooper Financial Group
California
$430K -$101K -580 -20%
IFPG
768
Intrepid Financial Planning Group
Indiana
$428K – – –
IPW
769
Invictus Private Wealth
Colorado
$427K -$19.4K -112 -5%
WA
770
Waverly Advisors
Alabama
$425K +$178K +1,024 +79%
COCM
771
Charter Oak Capital Management
New Hampshire
$424K – – –
GWM
772
Geneos Wealth Management
Colorado
$424K – – –
IA
773
IFP Advisors
Florida
$424K +$12.3K +71 +3%
BHBT
774
Burke & Herbert Bank & Trust
Virginia
$422K -$32.1K -185 -7%
PKC
775
Palmer Knight Company
Florida
$422K – – –
29 30
31
32 33