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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
PIP
826
Peachtree Investment Partners
Florida
$744K -$44.9K -157 -6%
PWS
827
Proactive Wealth Strategies
Georgia
$742K +$12.9K +45 +2%
DWM
828
Drive Wealth Management
Utah
$736K +$12.3K +43 +2%
CT
829
Caldwell Trust
Florida
$736K -$133K -465 -16%
DAS
830
Daybright Advisory Services
Florida
$727K +$669K +2,342 New
WLIM
831
White Lighthouse Investment Management
Massachusetts
$724K – – –
GS
832
GTS Securities
Florida
$723K -$1.1M -3,852 -62%
LCM
833
Lazari Capital Management
California
$722K -$8.29K -29 -1%
PAM
834
Panagora Asset Management
Massachusetts
$720K – – –
TSWM
835
Triangle Securities Wealth Management
North Carolina
$719K – – –
SEIA
836
Signature Estate & Investment Advisors
California
$719K -$4.29K -15 -0.6%
PE
837
PCM Encore
Colorado
$712K +$655K +2,294 New
PGWM
838
Pitti Group Wealth Management
New York
$711K -$7.71K -27 -1%
PKC
839
Palmer Knight Company
Florida
$710K – – –
OF
840
Optimize Financial
California
$709K +$9.14K +32 +1%
CCP
841
Cassia Capital Partners
North Carolina
$702K +$1.43K +5 +0.2%
BA
842
Ballast Advisors
Minnesota
$689K +$8.57K +30 +1%
CI
843
Cigna Investments
Connecticut
$688K -$6.57K -23 -1%
IFG
844
Independent Financial Group
California
$684K +$50.3K +176 +9%
OAM
845
Ostrum Asset Management
France
$683K -$101K -354 -14%
SS
846
SBI Securities
Japan
$681K -$177K -618 -22%
SCM
847
Sage Capital Management
New Jersey
$674K -$286 -1 -0%
SFG
848
Sunburst Financial Group
Alabama
$673K – – –
OCA
849
OpenArc Corporate Advisory
Georgia
$670K +$617K +2,161 New
AIM
850
Avity Investment Management
Connecticut
$667K – – –
32 33
34
35 36