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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
APS
926
American Planning Services
Florida
$366K +$329K +1,624 New
KFI
927
Key Financial Inc
Pennsylvania
$366K – – –
AFG
928
Atomi Financial Group
New York
$365K +$328K +1,617 New
FC
929
Forte Capital
New York
$361K +$46.6K +230 +17%
DSC
930
Duncker Streett & Co
Missouri
$361K – – –
DCM
931
Driehaus Capital Management
Illinois
$360K -$103K -507 -24%
FMTC
932
Farmers & Merchants Trust Company
California
$359K – – –
WAOI
933
Wealth Advisors of Iowa
Iowa
$359K -$53.7K -265 -14%
CWM
934
Centurion Wealth Management
Virginia
$359K -$1.01K -5 -0.3%
FBT
935
First Bank & Trust
South Dakota
$359K +$23.3K +115 +8%
RWM
936
RKL Wealth Management
Pennsylvania
$358K +$18.7K +92 +6%
RWPA
937
Richard W. Paul & Associates
Michigan
$357K -$8.31K -41 -3%
MBT
938
Montecito Bank & Trust
California
$357K +$76K +375 +31%
AAS
939
Ameritas Advisory Services
Nebraska
$355K -$1.04M -5,131 -78%
KIG
940
Kowal Investment Group
Wisconsin
$355K +$40.5K +200 +15%
EP
941
Edgestream Partners
New Jersey
$355K -$1.74M -8,589 -85%
CPA
942
Court Place Advisors
Maryland
$354K – – –
WAP
943
Wealthcare Advisory Partners
Pennsylvania
$354K -$2.23K -11 -0.7%
CW
944
CreativeOne Wealth
Kansas
$353K +$80.9K +399 +34%
JF
945
Jump Financial
Illinois
$353K +$317K +1,565 New
GWM
946
Gitterman Wealth Management
New Jersey
$353K +$317K +1,564 New
PFBT
947
Parkside Financial Bank & Trust
Missouri
$352K +$14.8K +73 +5%
WW
948
Westshore Wealth
California
$351K – – –
CAL
949
Capital Analysts LLC
Pennsylvania
$351K +$7.5K +37 +2%
CAG
950
Csenge Advisory Group
Florida
$349K +$12.2K +60 +4%
36 37
38
39 40