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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
KBFS
926
Kohmann Bosshard Financial Services
Ohio
$221K +$221K +1,329 New
DMBA
927
Deseret Mutual Benefit Administrators
Utah
$219K -$42K -252 -16%
SW
928
SlateStone Wealth
Florida
$216K +$216K +1,298 New
BEAM
929
Baker Ellis Asset Management
Washington
$216K -$33.3K -200 -13%
MFA
930
Mayflower Financial Advisors
Massachusetts
$216K +$217K +1,300 New
ECM
931
Evergreen Capital Management
Washington
$215K +$216K +1,295 New
WA
932
Waverly Advisors
Alabama
$214K +$215K +1,289 New
VWA
933
Visionary Wealth Advisors
Illinois
$214K -$90.3K -542 -30%
PWPS
934
Pinnacle Wealth Planning Services
Ohio
$211K +$212K +1,270 New
ICP
935
Interchange Capital Partners
Pennsylvania
$211K +$211K +1,269 New
DAS
936
Dynamic Advisor Solutions
Arizona
$210K -$132K -792 -39%
JF
937
Jump Financial
Illinois
$209K +$209K +1,256 New
PFBT
938
Parkside Financial Bank & Trust
Missouri
$208K +$1.5K +9 +0.7%
CCM
939
Conway Capital Management
California
$208K +$208K +1,251 New
CLOS
940
Compagnie Lombard Odier SCmA
Switzerland
$208K -$231K -1,389 -53%
RA
941
RFG Advisory
Alabama
$207K +$3.83K +23 +2%
WC
942
Westhampton Capital
North Carolina
$206K +$207K +1,242 New
MA
943
MCF Advisors
Kentucky
$206K +$19K +114 +10%
FANJ
944
Financial Architects (New Jersey)
New Jersey
$205K -$24.7K -148 -11%
CI
945
Ceera Investments
Texas
$205K +$206K +1,235 New
ONB
946
Old National Bancorp
Indiana
$204K -$93.4K -561 -31%
CWA
947
Consilium Wealth Advisory
Texas
$204K -$142K -850 -41%
LFA
948
Legacy Financial Advisors
Kentucky
$204K +$205K +1,228 New
RB
949
Rodgers Brothers
Pennsylvania
$203K +$204K +1,225 New
SW
950
SteelPeak Wealth
California
$203K +$203K +1,221 New
36 37
38
39 40