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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
801
Atlantic Edge Private Wealth Management
Florida
$812K – – –
SWP
802
Sagespring Wealth Partners
Tennessee
$811K +$798K +2,907 New
TTWM
803
TCV Trust & Wealth Management
Virginia
$809K – – –
TAM
804
Tucker Asset Management
Colorado
$806K – – –
PC
805
Port Capital
Illinois
$805K -$11.3K -41 -1%
AA
806
Advisory Alpha
Michigan
$805K +$47K +171 +6%
AI
807
Atria Investments
North Carolina
$804K -$529K -1,926 -40%
GIP
808
Granite Investment Partners
California
$800K +$22.2K +81 +3%
OHIS
809
Oak Harvest Investment Services
Texas
$797K +$2.2K +8 +0.3%
FWCM
810
Ferguson Wellman Capital Management
Oregon
$797K +$4.12K +15 +0.5%
ICP
811
Interchange Capital Partners
Pennsylvania
$796K +$3.02K +11 +0.4%
BWM
812
BCS Wealth Management
Tennessee
$793K +$780K +2,842 New
BW
813
BIP Wealth
Georgia
$790K +$28.6K +104 +4%
OAM
814
Ostrum Asset Management
France
$788K +$4.94K +18 +0.6%
WT
815
Washington Trust
Rhode Island
$780K – – –
WEG
816
World Equity Group
Illinois
$773K +$370K +1,346 +95%
NSIM
817
North Star Investment Management
Illinois
$772K – – –
LCM
818
Lazari Capital Management
California
$772K -$15.1K -55 -2%
FA
819
FSA Advisors
Michigan
$769K -$14.6K -53 -2%
TWM
820
Tanager Wealth Management
United Kingdom
$768K – – –
HFRG
821
Houlihan Financial Resource Group
Virginia
$768K – – –
PMFA
822
Plante Moran Financial Advisors
Michigan
$765K +$4.94K +18 +0.7%
PWM
823
Perigon Wealth Management
California
$764K +$96.9K +353 +15%
JIC
824
Johnson Investment Counsel
Ohio
$763K +$64.8K +236 +9%
GT
825
Glenview Trust
Kentucky
$762K +$750K +2,733 New
31 32
33
34 35