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Marriott International

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
801
Sunburst Financial Group
Alabama
$563K
AIM
802
Artemis Investment Management
United Kingdom
$560K +$504K +2,484 New
PWM
803
Perigon Wealth Management
California
$557K -$1.22K -6 -0.2%
ECM
804
Evergreen Capital Management
Washington
$554K +$213K +1,052 +75%
GRP
805
Global Retirement Partners
California
$551K +$95.9K +473 +24%
WSTAM
806
Wilbanks Smith & Thomas Asset Management
Virginia
$549K -$13.2K -65 -3%
CRC
807
Curi RMB Capital
Illinois
$548K -$25.9K -128 -5%
IAS
808
Insigneo Advisory Services
Florida
$547K +$56.8K +280 +13%
CIAS
809
Capital Investment Advisory Services
North Carolina
$546K +$2.43K +12 +0.5%
ClearBridge Investments
810
ClearBridge Investments
New York
$546K +$2.43K +12 +0.5%
CBFP
811
Cedar Brook Financial Partners
Ohio
$543K +$405 +2 +0.1%
SAM
812
Satovsky Asset Management
New York
$540K +$1.01K +5 +0.2%
IA
813
IFP Advisors
Florida
$540K +$7.7K +38 +2%
DWM
814
Drive Wealth Management
Utah
$537K +$12K +59 +3%
HW
815
Hancock Whitney
Mississippi
$537K +$8.11K +40 +2%
CWP
816
Cyndeo Wealth Partners
Florida
$536K
LCM
817
Lazari Capital Management
California
$535K -$9.12K -45 -2%
NW
818
NewEdge Wealth
Pennsylvania
$530K +$811 +4 +0.2%
TCOV
819
Trust Company of Vermont
Vermont
$527K +$210K +1,036 +80%
IFPG
820
Intrepid Financial Planning Group
Indiana
$525K
QPWM
821
Quadrant Private Wealth Management
Pennsylvania
$525K +$2.03K +10 +0.4%
GWM
822
Geneos Wealth Management
Colorado
$523K +$1.22K +6 +0.3%
WA
823
Waverly Advisors
Alabama
$523K +$811 +4 +0.2%
UM
824
UniSuper Management
Australia
$523K +$64.3K +317 +16%
IPW
825
Invictus Private Wealth
Colorado
$518K -$5.07K -25 -1%