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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
826
Perpetual Ltd
Australia
$355K +$1.04K +6 +0.3%
CWP
827
Cyndeo Wealth Partners
Florida
$354K +$520 +3 +0.2%
VA
828
Valmark Advisers
Ohio
$352K +$44.2K +255 +15%
FB
829
Fulton Bank
Pennsylvania
$349K +$7.29K +42 +2%
CI
830
Conning Inc
Connecticut
$349K -$36.4K -210 -10%
RWP
831
RWA Wealth Partners
Massachusetts
$349K -$3.02M -17,402 -90%
STA
832
Summit Trail Advisors
New York
$348K +$328K +1,892 New
HWA
833
Heritage Wealth Advisors
Virginia
$347K – – –
DWP
834
Daymark Wealth Partners
Ohio
$346K +$83.8K +483 +35%
WAOI
835
Wealth Advisors of Iowa
Iowa
$341K -$26K -150 -7%
IFG
836
Independent Financial Group
California
$337K +$70.8K +408 +29%
CCM
837
Carlson Capital Management
Minnesota
$337K +$7.81K +45 +3%
DI
838
DFPG Investments
Utah
$337K +$12.5K +72 +4%
SW
839
SVB Wealth
Massachusetts
$335K -$57.6K -332 -15%
TAM
840
Titleist Asset Management
Texas
$335K -$760K -4,383 -71%
SPWG
841
Syntegra Private Wealth Group
Missouri
$333K – – –
JIC
842
Johnson Investment Counsel
Ohio
$329K -$7.98K -46 -3%
CSIC
843
Clifford Swan Investment Counsel
California
$328K – – –
MF
844
Manchester Financial
California
$323K +$694 +4 +0.2%
VCP
845
Verus Capital Partners
Arizona
$323K +$65.8K +379 +27%
RT
846
Rockland Trust
Massachusetts
$322K – – –
SWM
847
Segment Wealth Management
Texas
$321K -$243K -1,400 -44%
SIP
848
Stoneridge Investment Partners
Pennsylvania
$320K -$357K -2,057 -54%
SFG
849
Sterling Financial Group
California
$319K – – –
RWG
850
Regal Wealth Group
California
$319K +$867 +5 +0.3%
32 33
34
35 36