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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
826
Cyndeo Wealth Partners
Florida
$319K – – –
IAIM
827
International Assets Investment Management
Florida
$318K +$3.63M +21,797 New
HWA
828
Heritage Wealth Advisors
Virginia
$314K – – –
GFS
829
GYL Financial Synergies
Connecticut
$313K -$32.1K -193 -9%
IC
830
Inscription Capital
Texas
$310K -$20.8K -125 -6%
IA
831
IFP Advisors
Florida
$309K -$1.38M -8,270 -79%
FB
832
Fulton Bank
Pennsylvania
$309K +$28.3K +170 +10%
JIC
833
Johnson Investment Counsel
Ohio
$305K -$95.9K -576 -24%
SPWG
834
Syntegra Private Wealth Group
Missouri
$301K – – –
FMWA
835
Forvis Mazars Wealth Advisors
Missouri
$298K +$299K +1,793 New
RWG
836
Regal Wealth Group
California
$298K +$666 +4 +0.2%
CCM
837
Carlson Capital Management
Minnesota
$298K +$666 +4 +0.2%
BOM
838
Bank of Marin
California
$297K -$157K -940 -34%
CSIC
839
Clifford Swan Investment Counsel
California
$297K -$833 -5 -0.3%
BL
840
Balentine LLC
Georgia
$293K +$293K +1,762 New
MF
841
Manchester Financial
California
$291K +$666 +4 +0.2%
RT
842
Rockland Trust
Massachusetts
$291K -$37.1K -223 -11%
GVAG
843
Great Valley Advisor Group
Delaware
$291K +$5.5K +33 +2%
BOH
844
Bank of Hawaii
Hawaii
$288K -$12K -72 -4%
NB
845
NBT Bank
New York
$286K – – –
CCM
846
Carderock Capital Management
Maryland
$285K – – –
SB
847
Simmons Bank
Arkansas
$285K – – –
NG
848
Northstar Group
New York
$284K – – –
AWM
849
Avior Wealth Management
Nebraska
$283K +$1.5K +9 +0.5%
CWS
850
Confluence Wealth Services
Pennsylvania
$282K +$3.33K +20 +1%
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