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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
876
Weil Company
California
$621K – – –
APIM
877
Agate Pass Investment Management
Washington
$621K +$572K +2,001 New
KA
878
Kozak & Associates
Colorado
$621K +$857 +3 +0.2%
EC
879
Enhancing Capital
Pennsylvania
$620K – – –
CHC
880
City Holding Co
West Virginia
$620K – – –
EIG
881
Ellenbecker Investment Group
Wisconsin
$617K +$571 +2 +0.1%
WS
882
Wedbush Securities
California
$617K +$140K +490 +33%
CWA
883
Clarus Wealth Advisors
Arizona
$614K +$39.1K +137 +8%
ADL
884
Asset Dedication LLC
California
$613K +$562K +1,968 +24,600%
AC
885
Avestar Capital
New York
$612K +$52.9K +185 +10%
SAM
886
Secure Asset Management
Michigan
$611K +$46K +161 +9%
KPWG
887
KFA Private Wealth Group
Virginia
$610K +$147K +515 +36%
NB
888
NBT Bank
New York
$607K – – –
HFO
889
Heritage Family Offices
Arizona
$606K +$4.29K +15 +0.8%
APM
890
a16z Perennial Management
California
$605K +$6.29K +22 +1%
CWS
891
Confluence Wealth Services
Pennsylvania
$603K +$51.1K +179 +10%
PA
892
Pinnacle Associates
New York
$601K -$77.1K -270 -12%
TC
893
Trilogy Capital
California
$601K – – –
RG
894
Renaissance Group
Kentucky
$590K -$5.14K -18 -0.9%
BF
895
BOK Financial
Oklahoma
$587K -$54.9K -192 -9%
HWA
896
Heritage Wealth Advisors
Virginia
$587K – – –
SPWG
897
Syntegra Private Wealth Group
Missouri
$584K +$10K +35 +2%
CWP
898
Cyndeo Wealth Partners
Florida
$583K – – –
CPSAC
899
Chas P. Smith & Associates (CPS)
Florida
$582K – – –
UAM
900
Unifi Asset Management
New York
$581K +$535K +1,872 New
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