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Marriott International

Name Holding Trade Value Shares
Change
Change in
Stake
IAS
776
Insigneo Advisory Services
Florida
$421K +$397K +2,291 New
CCP
777
Cassia Capital Partners
North Carolina
$420K -$4.86K -28 -1%
DAS
778
Dynamic Advisor Solutions
Arizona
$416K +$174K +1,001 +79%
KI
779
Kapitalo Investimentos
Brazil
$415K +$392K +2,258 New
DWM
780
Drive Wealth Management
Utah
$413K +$16.3K +94 +4%
DWM
781
Dakota Wealth Management
Florida
$410K -$27.8K -160 -7%
DWA
782
Douglass Winthrop Advisors
New York
$406K
BAM
783
Belpointe Asset Management
Nevada
$398K -$50.5K -291 -12%
NP
784
NorthRock Partners
Minnesota
$398K -$3.12K -18 -0.8%
SYBT
785
Stock Yards Bank & Trust
Kentucky
$397K -$347K -2,002 -48%
KCM
786
Kendall Capital Management
Maryland
$397K +$375K +2,160 New
Wealth Enhancement Advisory Services
787
Wealth Enhancement Advisory Services
Minnesota
$396K -$11.6K -67 -3%
PA
788
Pinnacle Associates
New York
$393K +$37.1K +214 +11%
CIM
789
CIM Investment Management
Pennsylvania
$391K +$867 +5 +0.2%
WPC
790
Wedmont Private Capital
Pennsylvania
$391K +$78.4K +452 +28%
OPPS
791
Obsidian Personal Planning Solutions
Maryland
$389K +$13K +75 +4%
GFP
792
Gryphon Financial Partners
Ohio
$389K -$36.3K -209 -9%
DF
793
Dunhill Financial
United Kingdom
$387K +$330K +1,903 New
SCM
794
SOL Capital Management
Maryland
$386K -$26K -150 -7%
TFF
795
The Family Firm
Maryland
$386K +$173 +1 +0%
ORC
796
O'Rourke & Company
Massachusetts
$381K
IPAM
797
ICICI Prudential Asset Management
India
$381K +$17.2K +99 +5%
CWM
798
Circle Wealth Management
New Jersey
$379K
WA
799
Wealth Alliance
New York
$379K -$13.9K -80 -4%
RWM
800
Reston Wealth Management
Virginia
$377K +$347 +2 +0.1%