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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
826
Forum Financial Management
Illinois
$311K – – –
CWS
827
Confluence Wealth Services
Pennsylvania
$308K -$831 -5 -0.3%
NG
828
Northstar Group
New York
$308K – – –
BC
829
Bridgefront Capital
Texas
$308K +$292K +1,755 New
FPCP
830
Fort Point Capital Partners
California
$307K +$86.4K +520 +42%
LAM
831
LifePro Asset Management
California
$306K -$8.17M -49,154 -97%
MF
832
Manchester Financial
California
$306K – – –
VWA
833
Visionary Wealth Advisors
Illinois
$305K -$332 -2 -0.1%
CSIC
834
Clifford Swan Investment Counsel
California
$303K – – –
CCM
835
Carderock Capital Management
Maryland
$302K – – –
SB
836
Simmons Bank
Arkansas
$302K – – –
AIFAIM
837
American Institute for Advanced Investment Management
Arizona
$299K -$25.8K -155 -8%
AW
838
ACG Wealth
Georgia
$299K +$17.5K +105 +7%
WPP
839
Whalerock Point Partners
Rhode Island
$297K – – –
CG
840
Caprock Group
Idaho
$296K -$90.6K -545 -24%
JIC
841
Johnson Investment Counsel
Ohio
$293K -$17.5K -105 -6%
CCM
842
Carlson Capital Management
Minnesota
$292K +$332 +2 +0.1%
BFM
843
Boothbay Fund Management
New York
$291K +$275K +1,655 New
WCF
844
West Coast Financial
California
$290K -$131K -787 -32%
IAIM
845
International Assets Investment Management
Florida
$289K +$23.8K +143 +10%
BW
846
Bison Wealth
Georgia
$286K -$14.1K -85 -5%
CWM
847
Cornerstone Wealth Management
Missouri
$286K -$13.5K -81 -5%
ESCM
848
Echo Street Capital Management
New York
$285K +$269K +1,620 New
TF
849
Trek Financial
Arizona
$284K +$499 +3 +0.2%
CRC
850
Curi RMB Capital
Illinois
$284K +$4.82K +29 +2%
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