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Marriott International

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
801
Madison Wealth Management
Ohio
$228K – – –
MAFM
802
Mid Atlantic Financial Management
Pennsylvania
$226K -$25.8K -179 -10%
IAIM
803
International Assets Investment Management
Florida
$225K -$3.53M -24,454 -94%
AF
804
Apexium Financial
Texas
$225K – – –
CCM
805
Carlson Capital Management
Minnesota
$225K +$1.73K +12 +0.7%
Simplicity Solutions
806
Simplicity Solutions
Minnesota
$225K +$238K +1,649 New
TC
807
TownSquare Capital
Utah
$224K -$380K -2,634 -62%
TF
808
Trek Financial
Arizona
$221K – – –
KBFS
809
Kohmann Bosshard Financial Services
Ohio
$220K -$8.22K -57 -3%
GWSG
810
GPS Wealth Strategies Group
Colorado
$220K – – –
Dynamic Advisor Solutions
811
Dynamic Advisor Solutions
Arizona
$220K +$3.46K +24 +2%
Wealthspire Advisors (New York)
812
Wealthspire Advisors (New York)
New York
$219K -$583K -4,042 -72%
FBT
813
First Bank & Trust
South Dakota
$219K -$4.18K -29 -2%
GL
814
Graypoint LLC
New York
$219K +$24.5K +170 +12%
LPIC
815
LeJeune Puetz Investment Counsel
Michigan
$218K – – –
Curi RMB Capital
816
Curi RMB Capital
Illinois
$217K – – –
WRM
817
Weybosset Research & Management
Rhode Island
$215K +$227K +1,575 New
CFA
818
Carroll Financial Associates
North Carolina
$214K -$393K -2,725 -63%
WP
819
WealthPLAN Partners
Nebraska
$213K -$865 -6 -0.4%
DWM
820
Doyle Wealth Management
Florida
$212K – – –
Valmark Advisers
821
Valmark Advisers
Ohio
$212K +$19.3K +134 +9%
4WM
822
4J Wealth Management
Virginia
$211K – – –
CL
823
COWA LLC
Oklahoma
$210K -$34.6K -240 -14%
BPB
824
Badgley, Phelps & Bell
Washington
$210K -$28.5K -198 -11%
Hancock Whitney
825
Hancock Whitney
Mississippi
$210K -$432 -3 -0.2%