MAR icon

Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
826
Drive Wealth Management
Utah
$285K +$21.9K +142 +8%
HWA
827
Heritage Wealth Advisors
Virginia
$282K -$24.6K -160 -8%
AFP
828
Ausdal Financial Partners
Iowa
$280K -$2.77K -18 -0.9%
CRWM
829
Castle Rock Wealth Management
California
$280K +$247K +1,606 New
CW
830
CreativeOne Wealth
Kansas
$279K -$6.47K -42 -2%
TF
831
TimeScale Financial
Massachusetts
$279K – – –
SIM
832
Sentry Investment Management
Wisconsin
$272K -$7.7K -50 -3%
VWA
833
Visionary Wealth Advisors
Illinois
$272K +$18.5K +120 +7%
SG
834
Stonnington Group
California
$271K -$174K -1,130 -39%
NSIM
835
North Star Investment Management
Illinois
$271K +$1.69K +11 +0.6%
SPWG
836
Syntegra Private Wealth Group
Missouri
$270K +$279K +1,812 New
GWM
837
Geneos Wealth Management
Colorado
$269K – – –
BOH
838
Bank of Hawaii
Hawaii
$269K – – –
DI
839
DFPG Investments
Utah
$269K +$261K +1,695 New
CWM
840
Centurion Wealth Management
Virginia
$268K +$277K +1,802 New
FFM
841
Forum Financial Management
Illinois
$268K +$3.85K +25 +1%
ONB
842
Old National Bancorp
Indiana
$267K -$10.5K -68 -4%
CSIC
843
Clifford Swan Investment Counsel
California
$267K +$770 +5 +0.3%
CCM
844
Carlson Capital Management
Minnesota
$266K +$1.23K +8 +0.4%
WAP
845
Wealthcare Advisory Partners
Pennsylvania
$265K +$274K +1,780 New
OPPS
846
Obsidian Personal Planning Solutions
Maryland
$263K – – –
MHR
847
Matthew Hamilton Rosenberg
$262K – – –
MF
848
Manchester Financial
California
$261K +$616 +4 +0.2%
SFG
849
Sterling Financial Group
California
$259K +$268K +1,739 New
AWM
850
Apollon Wealth Management
South Carolina
$258K -$62.7K -407 -19%
32 33
34
35 36