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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
851
Independent Financial Group
California
$528K +$107K +398 +24%
CIAS
852
Capital Investment Advisory Services
North Carolina
$527K -$614K -2,286 -53%
CIM
853
CIM Investment Management
Pennsylvania
$523K -$553K -2,060 -51%
FC
854
FORA Capital
Florida
$522K +$539K +2,006 New
MF
855
Manchester Financial
California
$522K – – –
WC
856
Weil Company
California
$521K – – –
CHC
857
City Holding Co
West Virginia
$521K – – –
EC
858
Enhancing Capital
Pennsylvania
$521K – – –
RBI
859
Raiffeisen Bank International
Austria
$520K -$6.42M -23,924 -92%
EIG
860
Ellenbecker Investment Group
Wisconsin
$517K +$806 +3 +0.2%
MWM
861
Moran Wealth Management
Florida
$517K -$36K -134 -6%
EFG
862
Ethos Financial Group
Pennsylvania
$515K -$124K -463 -19%
NB
863
NBT Bank
New York
$510K -$6.71K -25 -1%
OAM
864
Oppenheimer Asset Management
New York
$509K -$77.6K -289 -13%
HFO
865
Heritage Family Offices
Arizona
$505K – – –
SAG
866
SageView Advisory Group
California
$505K -$19.6K -73 -4%
TC
867
Trilogy Capital
California
$504K -$1.07K -4 -0.2%
APM
868
a16z Perennial Management
California
$502K +$518K +1,929 New
BWM
869
BCS Wealth Management
Tennessee
$502K -$8.05K -30 -2%
RG
870
Renaissance Group
Kentucky
$500K -$67.4K -251 -12%
MIF
871
Mediolanum International Funds
Ireland
$498K -$576K -2,145 -53%
RWP
872
RWA Wealth Partners
Massachusetts
$496K -$12.4K -46 -2%
HWA
873
Heritage Wealth Advisors
Virginia
$492K – – –
P
874
Pitcairn
Pennsylvania
$489K -$187K -695 -27%
CWP
875
Cyndeo Wealth Partners
Florida
$489K -$11K -41 -2%
33 34
35
36 37