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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
AR
926
Advisory Research
Illinois
$254K +$240K +1,382 New
KIG
927
Kowal Investment Group
Wisconsin
$254K +$240K +1,381 New
RWB
928
RMR Wealth Builders
New Jersey
$252K +$238K +1,373 New
AFG
929
ABLE Financial Group
Arizona
$251K -$5.72K -33 -2%
BOM
930
Bank of Marin
California
$251K -$72.9K -420 -24%
ECM
931
Evergreen Capital Management
Washington
$250K +$11.8K +68 +5%
RAM
932
Riggs Asset Management
Pennsylvania
$250K – – –
AWA
933
Arkadios Wealth Advisors
Georgia
$250K +$3.99K +23 +2%
ACM
934
Advance Capital Management
Michigan
$249K – – –
WA
935
Wealthstream Advisors
New York
$247K +$1.04K +6 +0.4%
CWM
936
Cornerstone Wealth Management
Missouri
$244K -$51.2K -295 -18%
KBFS
937
Kohmann Bosshard Financial Services
Ohio
$244K – – –
FIM
938
Freedom Investment Management
Connecticut
$241K +$227K +1,311 New
DGAM
939
Desjardins Global Asset Management
Quebec, Canada
$239K +$75.6K +436 +50%
PFS
940
Prospera Financial Services
Texas
$239K -$7.63K -44 -3%
AAIS
941
ABN AMRO Investment Solutions
$238K -$226K -1,300 -50%
CCIA
942
Campbell & Co Investment Adviser
Maryland
$238K -$631K -3,637 -74%
VWA
943
Visionary Wealth Advisors
Illinois
$237K +$173 +1 +0.1%
GVAG
944
Great Valley Advisor Group
Delaware
$237K -$79.8K -460 -26%
KIA
945
KLR Investment Advisors
Rhode Island
$236K +$223K +1,284 New
CW
946
CreativeOne Wealth
Kansas
$235K -$119K -688 -35%
ETC
947
Exchange Traded Concepts
Oklahoma
$234K +$206K +1,189 +1,383%
SGI
948
Summit Global Investments
Utah
$234K +$221K +1,276 New
MFA
949
Mayflower Financial Advisors
Massachusetts
$233K -$5.03K -29 -2%
PWPS
950
Pinnacle Wealth Planning Services
Ohio
$233K – – –
36 37
38
39 40