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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
926
Apexium Financial
Texas
$413K +$17.4K +64 +4%
BOH
927
Bank of Hawaii
Hawaii
$412K +$22.3K +82 +5%
WPP
928
Whalerock Point Partners
Rhode Island
$410K – – –
RWM
929
RKL Wealth Management
Pennsylvania
$409K +$272 +1 +0.1%
ZI
930
ZEGA Investments
Florida
$408K +$466K +1,713 New
CSIC
931
Clifford Swan Investment Counsel
California
$405K +$1.36K +5 +0.3%
CWS
932
Confluence Wealth Services
Pennsylvania
$405K – – –
BFWA
933
Benchmark Financial Wealth Advisors
Florida
$405K -$895K -3,294 -66%
CI
934
CX Institutional
Indiana
$404K -$16.3K -60 -3%
KFS
935
Kelly Financial Services
Massachusetts
$402K +$272 +1 +0.1%
ONST
936
Old North State Trust
North Carolina
$401K – – –
ML
937
McAdam LLC
Pennsylvania
$399K +$63.1K +232 +16%
IIC
938
Integrated Investment Consultants
Michigan
$397K +$453K +1,667 New
LFA
939
Legacy Financial Advisors
Kentucky
$397K +$12.2K +45 +3%
PFBT
940
Parkside Financial Bank & Trust
Missouri
$397K -$37.8K -139 -8%
JWM
941
JPL Wealth Management
Colorado
$396K +$544 +2 +0.1%
OPPS
942
Obsidian Personal Planning Solutions
Maryland
$396K -$97.8K -360 -18%
CAAS
943
Capital Asset Advisory Services
Michigan
$395K +$443K +1,630 New
MWM
944
Modern Wealth Management
Kansas
$392K +$232K +853 +108%
BCA
945
Bay Colony Advisors
Massachusetts
$391K -$815 -3 -0.2%
DAS
946
Diversify Advisory Services
Utah
$389K -$26.1K -96 -6%
AIM
947
Artemis Investment Management
United Kingdom
$389K +$24.7K +91 +6%
CBT
948
Central Bank & Trust
Kentucky
$388K -$776K -2,854 -64%
JAFL
949
Jay A. Fishman Ltd
Michigan
$386K – – –
NS
950
NBC Securities
Alabama
$384K +$438K +1,611 +53,700%
36 37
38
39 40