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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
926
Invictus Private Wealth
Colorado
$533K -$25.5K -93 -5%
IAS
927
Insigneo Advisory Services
Florida
$532K -$7.96K -29 -1%
HWA
928
Heritage Wealth Advisors
Virginia
$527K – – –
MCM
929
Manchester Capital Management
Vermont
$526K +$275 +1 +0.1%
SW
930
SVB Wealth
Massachusetts
$525K +$517K +1,884 New
EPIM
931
Evelyn Partners Investment Management
$524K +$515K +1,877 New
CPSAC
932
Chas P. Smith & Associates (CPS)
Florida
$523K – – –
CA
933
Commerzbank Aktiengesellschaft
Germany
$520K +$64.5K +235 +15%
SIA
934
Schechter Investment Advisors
Michigan
$518K -$12.4K -45 -2%
KA
935
Kozak & Associates
Colorado
$516K +$824 +3 +0.2%
LS
936
Livforsakringsbolaget Skandia
Sweden
$513K – – –
JBA
937
Johnson Bixby & Associates
Washington
$511K -$5.22K -19 -1%
SWA
938
Stratos Wealth Advisors
Ohio
$510K -$170K -618 -25%
KFI
939
Key Financial Inc
Pennsylvania
$507K +$50.5K +184 +11%
SPWG
940
Syntegra Private Wealth Group
Missouri
$505K – – –
PFBT
941
Parkside Financial Bank & Trust
Missouri
$503K +$3.02K +11 +0.6%
CWS
942
Confluence Wealth Services
Pennsylvania
$503K +$15.7K +57 +3%
RT
943
Rockland Trust
Massachusetts
$501K -$1.92K -7 -0.4%
CW
944
CreativeOne Wealth
Kansas
$500K +$5.77K +21 +1%
GM
945
GeoWealth Management
Illinois
$498K -$68.9K -251 -12%
PS
946
Principal Securities
Iowa
$495K +$117K +425 +31%
RSWM
947
Robertson Stephens Wealth Management
California
$495K -$341K -1,242 -41%
SG
948
Straightline Group
Michigan
$495K +$487K +1,775 New
API
949
Asset Planning Inc
California
$494K +$486K +1,770 New
WWM
950
Western Wealth Management
Colorado
$494K +$15.4K +56 +3%
36 37
38
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