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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
801
Moran Wealth Management
Florida
$637K +$12.3K +53 +2%
VSQM
802
V-Square Quantitative Management
Illinois
$634K +$135K +579 +29%
RRA
803
Round Rock Advisors
Connecticut
$634K -$5.36K -23 -0.9%
PA
804
Parallel Advisors
California
$631K +$26.8K +115 +5%
MBT
805
Montecito Bank & Trust
California
$630K -$23.8K -102 -4%
FPCP
806
Fort Point Capital Partners
California
$629K +$63.8K +274 +12%
SW
807
SkyOak Wealth
Michigan
$626K – – –
DWM
808
Drive Wealth Management
Utah
$625K +$3.03K +13 +0.5%
JIC
809
Johnson Investment Counsel
Ohio
$622K +$3.03K +13 +0.5%
FAIM
810
Financial Advocates Investment Management
Washington
$618K -$5.12K -22 -0.9%
CIAS
811
Capital Investment Advisory Services
North Carolina
$611K – – –
SWA
812
Stratos Wealth Advisors
Ohio
$608K +$104K +448 +22%
CI
813
Cigna Investments
Connecticut
$602K -$13.7K -59 -2%
PWM
814
Perigon Wealth Management
California
$600K -$37.7K -162 -6%
SAM
815
Satovsky Asset Management
New York
$600K +$1.4K +6 +0.2%
VA
816
Valmark Advisers
Ohio
$599K +$65.4K +281 +13%
GI
817
GAMMA Investing
California
$599K +$48.2K +207 +9%
PWS
818
Proactive Wealth Strategies
Georgia
$596K +$558K +2,397 New
TSWM
819
Triangle Securities Wealth Management
North Carolina
$594K -$95.5K -410 -15%
SAM
820
Secure Asset Management
Michigan
$594K +$6.05K +26 +1%
CWP
821
Cyndeo Wealth Partners
Florida
$590K +$466 +2 +0.1%
FFN
822
Focus Financial Network
Minnesota
$589K +$233 +1 +0%
AS
823
Altshuler Shaham
Israel
$587K -$154K -660 -22%
QPWM
824
Quadrant Private Wealth Management
Pennsylvania
$584K -$14.4K -62 -3%
GWM
825
Geneos Wealth Management
Colorado
$583K +$7.68K +33 +1%
31 32
33
34 35