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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
776
Doyle Wealth Management
Florida
$230K – – –
4WM
777
4J Wealth Management
Virginia
$229K – – –
UAML
778
US Asset Management LLC
Pennsylvania
$228K +$215K +1,542 New
BPWM
779
Badgley Phelps Wealth Managers
Washington
$227K +$214K +1,535 New
AFP
780
Ausdal Financial Partners
Iowa
$226K – – –
CCC
781
Crescent Capital Consulting
Louisiana
$226K – – –
PCMC
782
Paragon Capital Management (Colorado)
Colorado
$226K – – –
MCM
783
MV Capital Management
Maryland
$225K +$6.84K +49 +3%
CL
784
COWA LLC
Oklahoma
$224K – – –
MPCG
785
Matrix Private Capital Group
New York
$223K +$1.4K +10 +0.7%
KA
786
Kozak & Associates
Colorado
$223K +$200K +1,432 New
WAP
787
Wealthcare Advisory Partners
Pennsylvania
$222K -$87.4K -626 -29%
WJWM
788
Williams Jones Wealth Management
New York
$222K -$72.7K -521 -26%
ASA
789
Armstrong Shaw Associates
Connecticut
$222K – – –
SACTSONJ
790
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$222K – – –
KWM
791
Kingsview Wealth Management
Oregon
$222K +$698 +5 +0.3%
NP
792
NorthRock Partners
Minnesota
$222K +$209K +1,500 New
IWC
793
Integrated Wealth Concepts
Massachusetts
$221K -$474K -3,395 -69%
FMTC
794
Farmers & Merchants Trust Company
California
$221K – – –
SFO
795
Stokes Family Office
Louisiana
$220K +$207K +1,485 New
OIA
796
OneDigital Investment Advisors
Kansas
$220K +$208K +1,488 New
CWM
797
CMH Wealth Management
New Hampshire
$219K +$206K +1,477 New
TCM
798
Teza Capital Management
Illinois
$218K -$3.94M -28,204 -95%
FFA
799
First Foundation Advisors
California
$218K +$206K +1,474 New
HW
800
Hancock Whitney
Mississippi
$217K -$10.9K -78 -5%
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