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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
MAFM
801
Mid Atlantic Financial Management
Pennsylvania
$226K -$25.8K -179 -10%
IAIM
802
International Assets Investment Management
Florida
$225K -$3.53M -24,454 -94%
AF
803
Apexium Financial
Texas
$225K – – –
CCM
804
Carlson Capital Management
Minnesota
$225K +$1.73K +12 +0.7%
SS
805
Simplicity Solutions
Minnesota
$225K +$238K +1,649 New
TC
806
TownSquare Capital
Utah
$224K -$380K -2,634 -62%
TF
807
Trek Financial
Arizona
$221K – – –
KBFS
808
Kohmann Bosshard Financial Services
Ohio
$220K -$8.22K -57 -3%
GWSG
809
GPS Wealth Strategies Group
Colorado
$220K – – –
DAS
810
Dynamic Advisor Solutions
Arizona
$220K +$3.46K +24 +2%
WANY
811
Wealthspire Advisors (New York)
New York
$219K -$583K -4,042 -72%
FBT
812
First Bank & Trust
South Dakota
$219K -$4.18K -29 -2%
GL
813
Graypoint LLC
New York
$219K +$24.5K +170 +12%
LPIC
814
LeJeune Puetz Investment Counsel
Michigan
$218K – – –
CRC
815
Curi RMB Capital
Illinois
$217K – – –
WRM
816
Weybosset Research & Management
Rhode Island
$215K +$227K +1,575 New
CFA
817
Carroll Financial Associates
North Carolina
$214K -$393K -2,725 -63%
WP
818
WealthPLAN Partners
Nebraska
$213K -$865 -6 -0.4%
DWM
819
Doyle Wealth Management
Florida
$212K – – –
VA
820
Valmark Advisers
Ohio
$212K +$19.3K +134 +9%
4WM
821
4J Wealth Management
Virginia
$211K – – –
CL
822
COWA LLC
Oklahoma
$210K -$34.6K -240 -14%
BPB
823
Badgley, Phelps & Bell
Washington
$210K -$28.5K -198 -11%
HW
824
Hancock Whitney
Mississippi
$210K -$432 -3 -0.2%
RWM
825
RKL Wealth Management
Pennsylvania
$210K – – –
31 32
33
34 35