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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
876
Drive Wealth Management
Utah
$904K +$17K +46 +2%
AEPWM
877
Atlantic Edge Private Wealth Management
Florida
$901K – – –
BRWA
878
B. Riley Wealth Advisors
Florida
$900K -$1.48K -4 -0.2%
SLI
879
Sumitomo Life Insurance
Japan
$897K -$52.7K -143 -6%
RRA
880
Round Rock Advisors
Connecticut
$889K -$11.1K -30 -1%
CCA
881
Catalyst Capital Advisors
New York
$888K -$14.8K -40 -2%
RL
882
Rogco LP
Oklahoma
$885K -$21.8K -59 -2%
WWM
883
Western Wealth Management
Colorado
$883K +$244K +661 +38%
PAM
884
Panagora Asset Management
Massachusetts
$877K +$16.6K +45 +2%
KNW
885
Kesler Norman & Wride
Utah
$877K +$872K +2,365 New
JIC
886
Johnson Investment Counsel
Ohio
$875K +$30.6K +83 +4%
HWA
887
Heritage Wealth Advisors
Virginia
$875K +$173K +470 +25%
DAS
888
Daybright Advisory Services
Florida
$875K +$738 +2 +0.1%
HIC
889
Holderness Investments Company
North Carolina
$871K -$18.4K -50 -2%
HFS
890
Hantz Financial Services
Michigan
$870K -$269K -729 -24%
WLIM
891
White Lighthouse Investment Management
Massachusetts
$865K – – –
PE
892
PCM Encore
Colorado
$865K -$21K -57 -2%
FRM
893
Fox Run Management
Connecticut
$864K +$860K +2,332 New
KJWM
894
Kiley Juergens Wealth Management
Washington
$857K -$18.4K -50 -2%
IFG
895
Independent Financial Group
California
$857K +$10.3K +28 +1%
MYIA
896
Mount Yale Investment Advisors
Colorado
$855K +$15.1K +41 +2%
GWM
897
Geneos Wealth Management
Colorado
$853K – – –
PKC
898
Palmer Knight Company
Florida
$849K – – –
BA
899
Ballast Advisors
Minnesota
$840K -$4.42K -12 -0.5%
TSWM
900
Triangle Securities Wealth Management
North Carolina
$840K -$4.06K -11 -0.5%
34 35
36
37 38