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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
926
Invictus Private Wealth
Colorado
$545K -$20K -70 -4%
WI
927
Wedgewood Investors
Pennsylvania
$544K – – –
BFWA
928
Benchmark Financial Wealth Advisors
Florida
$540K -$286 -1 -0.1%
EFG
929
Ethos Financial Group
Pennsylvania
$536K -$71.4K -250 -13%
LFA
930
Legacy Financial Advisors
Kentucky
$536K +$15.1K +53 +3%
WPP
931
Whalerock Point Partners
Rhode Island
$534K – – –
PFA
932
Pure Financial Advisors
California
$533K +$491K +1,718 New
ILI
933
Invesco LLC (Illinois)
Illinois
$533K -$11.1K -39 -2%
WWM
934
Western Wealth Management
Colorado
$533K – – –
CSIC
935
Clifford Swan Investment Counsel
California
$528K – – –
PFBT
936
Parkside Financial Bank & Trust
Missouri
$527K +$60.6K +212 +14%
WAOI
937
Wealth Advisors of Iowa
Iowa
$524K +$17.4K +61 +4%
KFS
938
Kelly Financial Services
Massachusetts
$524K +$286 +1 +0.1%
OCM
939
One Capital Management
California
$522K -$53.4K -187 -10%
CFS
940
Commonwealth Financial Services
West Virginia
$520K +$2.29K +8 +0.5%
PS
941
Principal Securities
Iowa
$519K -$19.7K -69 -4%
AFP
942
Ausdal Financial Partners
Iowa
$509K -$17.1K -60 -4%
JWM
943
JPL Wealth Management
Colorado
$504K -$31.1K -109 -6%
AW
944
Alchemi Wealth
Connecticut
$503K +$463K +1,622 New
BPWM
945
Badgley Phelps Wealth Managers
Washington
$503K – – –
SM
946
STF Management
Texas
$502K -$744K -2,604 -62%
DCM
947
Dorato Capital Management
Colorado
$495K +$442K +1,548 New
VCM
948
Vision Capital Management
Oregon
$494K – – –
NS
949
NBC Securities
Alabama
$493K +$1.43K +5 +0.3%
MHR
950
Matthew Hamilton Rosenberg
$491K -$4.29K -15 -0.9%
36 37
38
39 40