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Marriott International

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
801
Drive Wealth Management
Utah
$457K +$14.9K +75 +3%
IPW
802
Invictus Private Wealth
Colorado
$457K -$199 -1 -0%
QPWM
803
Quadrant Private Wealth Management
Pennsylvania
$455K -$11.7K -59 -2%
Waverly Advisors
804
Waverly Advisors
Alabama
$455K – – –
Geneos Wealth Management
805
Geneos Wealth Management
Colorado
$455K +$993 +5 +0.2%
HI
806
Human Investing
Oregon
$453K -$24.8K -125 -5%
BHBT
807
Burke & Herbert Bank & Trust
Virginia
$451K – – –
PKC
808
Palmer Knight Company
Florida
$451K – – –
CCP
809
Cassia Capital Partners
North Carolina
$449K – – –
COCM
810
Charter Oak Capital Management
New Hampshire
$449K -$4.97K -25 -1%
SFB
811
STAR Financial Bank
Indiana
$447K -$16.9K -85 -4%
Wedmont Private Capital
812
Wedmont Private Capital
Pennsylvania
$443K +$42.7K +215 +10%
Dakota Wealth Management
813
Dakota Wealth Management
Florida
$442K +$2.78K +14 +0.6%
GAA
814
Global Assets Advisory
Florida
$439K -$59K -297 -12%
Federated Hermes
815
Federated Hermes
Pennsylvania
$437K +$283K +1,423 +178%
Circle Wealth Management
816
Circle Wealth Management
New Jersey
$436K +$30.8K +155 +8%
Douglass Winthrop Advisors
817
Douglass Winthrop Advisors
New York
$434K – – –
ATC
818
Argent Trust Co
Tennessee
$429K +$121K +609 +39%
Allworth Financial
819
Allworth Financial
California
$427K +$96.9K +488 +29%
Stock Yards Bank & Trust
820
Stock Yards Bank & Trust
Kentucky
$425K – – –
CGL
821
Clarius Group LLC
Washington
$424K -$123K -617 -22%
LBP AM
822
LBP AM
France
$422K +$427K +2,148 New
Fulton Bank
823
Fulton Bank
Pennsylvania
$422K +$48.5K +244 +13%
IAS
824
Insigneo Advisory Services
Florida
$421K -$29.2K -147 -6%
Mission Wealth Management
825
Mission Wealth Management
California
$421K -$49.3K -248 -10%