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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
WPP
801
Whalerock Point Partners
Rhode Island
$250K – – –
HCM
802
Hillman Capital Management
Maryland
$249K -$29.2K -214 -11%
MWM
803
Madison Wealth Management
Ohio
$248K +$2.46K +18 +1%
KBFS
804
Kohmann Bosshard Financial Services
Ohio
$247K -$111K -815 -33%
HI
805
Horizon Investments
North Carolina
$246K -$119K -874 -34%
AF
806
Apexium Financial
Texas
$244K – – –
IC
807
IEQ Capital
California
$244K +$224K +1,644 New
FBT
808
First Bank & Trust
South Dakota
$243K +$8.19K +60 +4%
CCM
809
Carlson Capital Management
Minnesota
$242K – – –
TF
810
Trek Financial
Arizona
$239K – – –
GWSG
811
GPS Wealth Strategies Group
Colorado
$238K – – –
LPIC
812
LeJeune Puetz Investment Counsel
Michigan
$237K -$28.7K -210 -12%
DAS
813
Dynamic Advisor Solutions
Arizona
$235K -$12.4K -91 -5%
CRC
814
Curi RMB Capital
Illinois
$235K – – –
WGCA
815
Wolf Group Capital Advisors
Virginia
$233K -$3.41K -25 -2%
AFP
816
Ausdal Financial Partners
Iowa
$233K +$2.73K +20 +1%
DWM
817
Doyle Wealth Management
Florida
$230K – – –
4WM
818
4J Wealth Management
Virginia
$229K -$29.4K -215 -12%
HW
819
Hancock Whitney
Mississippi
$229K -$956 -7 -0.5%
WP
820
WealthPLAN Partners
Nebraska
$229K +$212K +1,550 New
RWM
821
RKL Wealth Management
Pennsylvania
$228K -$26.8K -196 -11%
TCM
822
Teza Capital Management
Illinois
$228K +$210K +1,541 New
CCC
823
Crescent Capital Consulting
Louisiana
$226K – – –
PCMC
824
Paragon Capital Management (Colorado)
Colorado
$226K – – –
CWM
825
Cornerstone Wealth Management
Missouri
$225K +$207K +1,518 New
31 32
33
34 35