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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
926
Cyndeo Wealth Partners
Florida
$615K +$329 +1 +0.1%
CPSAC
927
Chas P. Smith & Associates (CPS)
Florida
$613K – – –
WFP
928
Worthington Financial Partners
Ohio
$613K -$78.3K -238 -11%
MA
929
MCF Advisors
Kentucky
$606K +$16.4K +50 +3%
SPWG
930
Syntegra Private Wealth Group
Missouri
$606K -$9.87K -30 -2%
IAIM
931
International Assets Investment Management
Florida
$602K +$987 +3 +0.2%
LS
932
Livforsakringsbolaget Skandia
Sweden
$602K – – –
PTC
933
Private Trust Company
Ohio
$601K -$5.26K -16 -0.9%
FMI
934
Frec Markets Inc
California
$599K +$126K +384 +27%
PPWP
935
Premier Path Wealth Partners
New Jersey
$599K +$143K +434 +31%
ML
936
McAdam LLC
Pennsylvania
$597K -$329 -1 -0.1%
LFA
937
Legacy Financial Advisors
Kentucky
$596K +$31.2K +95 +5%
JBA
938
Johnson Bixby & Associates
Washington
$593K – – –
SAM
939
Secure Asset Management
Michigan
$591K -$53.6K -163 -8%
IPW
940
Invictus Private Wealth
Colorado
$586K +$12.2K +37 +2%
WT
941
Washington Trust
Rhode Island
$585K – – –
ETC
942
Exchange Traded Concepts
Oklahoma
$583K +$139K +422 +31%
PFA
943
Pure Financial Advisors
California
$582K +$20.1K +61 +4%
OAM
944
Oppenheimer Asset Management
New York
$580K -$29.3K -89 -5%
API
945
Asset Planning Inc
California
$579K – – –
BWM
946
BCS Wealth Management
Tennessee
$578K -$607K -1,846 -51%
EPIM
947
Evelyn Partners Investment Management
$576K -$21.4K -65 -4%
MCM
948
Manchester Capital Management
Vermont
$576K -$20.4K -62 -3%
CFS
949
Commonwealth Financial Services
West Virginia
$575K +$27K +82 +5%
KFI
950
Key Financial Inc
Pennsylvania
$574K -$21.7K -66 -4%
36 37
38
39 40