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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
901
Atria Wealth Solutions
New York
$498K -$1.47M -5,876 -76%
KFI
902
Key Financial Inc
Pennsylvania
$497K – – –
SPWG
903
Syntegra Private Wealth Group
Missouri
$496K -$1.25K -5 -0.3%
QWP
904
Quotient Wealth Partners
Texas
$493K +$17.1K +68 +4%
IAS
905
Insigneo Advisory Services
Florida
$491K -$28.6K -114 -6%
WT
906
Washington Trust
Rhode Island
$488K – – –
ACP
907
Aviance Capital Partners
Florida
$488K +$448K +1,786 New
BCG
908
BayBridge Capital Group
California
$486K +$1K +4 +0.2%
API
909
Asset Planning Inc
California
$484K – – –
MWM
910
Modern Wealth Management
Kansas
$483K +$30.3K +121 +7%
NG
911
Northstar Group
New York
$482K – – –
IA
912
IFG Advisory
Georgia
$482K +$1K +4 +0.2%
SCM
913
SOL Capital Management
Maryland
$482K – – –
CWS
914
Confluence Wealth Services
Pennsylvania
$482K – – –
ILI
915
Invesco LLC (Illinois)
Illinois
$480K -$19.6K -78 -4%
RT
916
Rockland Trust
Massachusetts
$479K -$2.26K -9 -0.5%
PS
917
Principal Securities
Iowa
$476K -$8.03K -32 -2%
SFG
918
Sterling Financial Group
California
$475K – – –
CWA
919
Clarus Wealth Advisors
Arizona
$472K -$630K -2,512 -60%
IC
920
IEQ Capital
California
$471K -$2.21M -8,805 -84%
BFWA
921
Benchmark Financial Wealth Advisors
Florida
$470K +$5.52K +22 +1%
WPP
922
Whalerock Point Partners
Rhode Island
$470K – – –
RWM
923
RKL Wealth Management
Pennsylvania
$469K +$251 +1 +0.1%
CFS
924
Commonwealth Financial Services
West Virginia
$468K +$430K +1,713 New
ZI
925
ZEGA Investments
Florida
$467K -$1.25K -5 -0.3%
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