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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
FBT
901
First Bank & Trust
South Dakota
$249K -$32.6K -196 -12%
CPA
902
Court Place Advisors
Maryland
$249K – – –
KFI
903
Key Financial Inc
Pennsylvania
$248K +$166 +1 +0.1%
SMF
904
Sterling Manor Financial
New York
$247K – – –
PWPS
905
Pinnacle Wealth Planning Services
Ohio
$247K +$233K +1,403 New
JBA
906
Johnson Bixby & Associates
Washington
$246K – – –
WA1
907
Wimmer Associates 1
California
$246K – – –
VA
908
Valmark Advisers
Ohio
$246K +$2.99K +18 +1%
FA
909
FDx Advisors
Illinois
$241K -$26.3K -158 -10%
GA
910
Greenspring Advisors
Maryland
$241K – – –
CRI
911
Colonial River Investments
Virginia
$240K +$16.3K +98 +8%
ML
912
McAdam LLC
Pennsylvania
$239K +$332 +2 +0.1%
WA
913
Wealthstream Advisors
New York
$239K +$8.81K +53 +4%
BTWM
914
Baker Tilly Wealth Management
Wisconsin
$239K +$226K +1,358 New
MWM
915
Modera Wealth Management
New Jersey
$238K -$413K -2,487 -65%
DWM
916
Drive Wealth Management
Utah
$237K +$5.65K +34 +3%
NEAM
917
New England Asset Management
Connecticut
$237K +$33.2K +200 +17%
GWANC
918
Guardian Wealth Advisors (North Carolina)
North Carolina
$237K +$224K +1,348 New
SC
919
Sepio Capital
Utah
$235K +$222K +1,338 New
KA
920
Kozak & Associates
Colorado
$233K – – –
KWM
921
Kolinsky Wealth Management
New Jersey
$230K +$218K +1,310 New
WGCA
922
Wolf Group Capital Advisors
Virginia
$227K -$430K -2,586 -67%
KBFS
923
Kohmann Bosshard Financial Services
Ohio
$227K -$33.2K -200 -13%
WC
924
Westhampton Capital
North Carolina
$227K – – –
AP
925
Adero Partners
California
$227K +$166 +1 +0.1%
35 36
37
38 39