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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
WHG
801
Westwood Holdings Group
Texas
$11K – – –
BFEC
802
Benjamin F. Edwards & Company
Missouri
$10K – – –
PFGIA
803
Patriot Financial Group Insurance Agency
Massachusetts
$10K – – –
HR
804
Howe & Rusling
New York
$10K +$9.81K +70 New
PSC
805
Prentiss Smith & Co
Vermont
$10K +$10.4K +74 New
TWA
806
TCI Wealth Advisors
Arizona
$9K -$31.8K -227 -77%
ADL
807
Asset Dedication LLC
California
$8K – – –
PHK
808
Point72 Hong Kong
Hong Kong
$8K +$7.85K +56 New
FCAG
809
First Capital Advisors Group
New Jersey
$8K +$8.27K +59 New
WOC
810
West Oak Capital
California
$7.75K – – –
IWM
811
IHT Wealth Management
Illinois
$7K – – –
JFGIW
812
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K – – –
OC
813
Oakworth Capital
Alabama
$7K +$5.33K +38 +317%
WIM
814
Westside Investment Management
California
$6.74K – – –
BWM
815
Baystate Wealth Management
Massachusetts
$6K -$15.6K -111 -71%
AIS
816
Accurate Investment Solutions
Pennsylvania
$6K – – –
NCM
817
Nelson Capital Management
California
$6K – – –
LF
818
Lee Financial
Texas
$6K +$6.59K +47 New
AW
819
Alpha Windward
Massachusetts
$5K – – –
WWM
820
Willingdon Wealth Management
North Carolina
$4K -$3.68M -26,242 -100%
AF
821
Allworth Financial
California
$4K -$140 -1 -4%
AWA
822
Acorn Wealth Advisors
Michigan
$4K – – –
RWM
823
Raffa Wealth Management
District of Columbia
$3.54K +$3.64K +26 New
VNA
824
Valley National Advisers
Pennsylvania
$3K – – –
FGC
825
Financial Gravity Companies
Texas
$3K +$841 +6 +35%
31 32
33
34 35