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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
926
Clifford Swan Investment Counsel
California
$451K – – –
RWM
927
RKL Wealth Management
Pennsylvania
$449K +$45.8K +189 +12%
MA
928
Mutual Advisors
Nebraska
$446K +$123K +507 +40%
NG
929
Northstar Group
New York
$446K +$19.4K +80 +5%
RT
930
Rockland Trust
Massachusetts
$444K +$2.18K +9 +0.5%
SB
931
Simmons Bank
Arkansas
$443K +$9.45K +39 +2%
CI
932
CX Institutional
Indiana
$441K -$2.42K -10 -0.6%
SFG
933
Sterling Financial Group
California
$440K +$969 +4 +0.2%
CWS
934
Confluence Wealth Services
Pennsylvania
$438K +$7.02K +29 +2%
WA
935
Wealth Alliance
New York
$437K -$23K -95 -5%
PI
936
PFG Investments
New York
$435K +$418K +1,725 New
RB
937
Rodgers Brothers
Pennsylvania
$435K +$48.4K +200 +13%
WPP
938
Whalerock Point Partners
Rhode Island
$434K – – –
CCM
939
Carderock Capital Management
Maryland
$433K – – –
WWM
940
Western Wealth Management
Colorado
$432K – – –
CA
941
CoreCap Advisors
Michigan
$431K -$1.79M -7,375 -81%
QWP
942
Quotient Wealth Partners
Texas
$430K -$11.4K -47 -3%
DAS
943
Dynamic Advisor Solutions
Arizona
$426K -$318K -1,312 -44%
CGL
944
Clarius Group LLC
Washington
$425K -$84K -347 -17%
KFS
945
Kelly Financial Services
Massachusetts
$424K – – –
AIMA
946
Ables Iannone Moore & Associates
Georgia
$423K -$24.7K -102 -6%
CAL
947
Capital Analysts LLC
Pennsylvania
$423K +$29.5K +122 +8%
FBT
948
First Bank & Trust
South Dakota
$422K +$19.6K +81 +5%
AF
949
Apexium Financial
Texas
$421K – – –
LGA
950
Lebenthal Global Advisors
New York
$421K +$43.6K +180 +12%
36 37
38
39 40