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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1051
Column Capital Advisors
Indiana
$5K – – –
RF
1052
Robbins Farley
New Hampshire
$5K – – –
TSWM
1053
Tyler-Stone Wealth Management
Ohio
$5K – – –
FMP
1054
Financial Management Professionals
Texas
$5K +$764 +5 +15%
OCM
1055
Osterweis Capital Management
California
$5K +$5.65K +37 New
AWM
1056
Abound Wealth Management
Tennessee
$4.77K +$5.19K +34 New
NICM
1057
Neo Ivy Capital Management
New York
$4K -$64.3K -421 -94%
SC
1058
Schubert & Co
Texas
$4K -$1.53K -10 -25%
APC
1059
Aspire Private Capital
North Carolina
$4K – – –
TFM
1060
TFC Financial Management
Massachusetts
$4K – – –
WWMSC
1061
Wagner Wealth Management (South Carolina)
South Carolina
$4K – – –
BA
1062
Bellwether Advisors
Nebraska
$4K +$4.58K +30 +1,500%
FWM
1063
Focused Wealth Management
New York
$3K – – –
JWM
1064
Janiczek Wealth Management
Colorado
$3K – – –
LWA
1065
Lowe Wealth Advisors
Maryland
$3K – – –
SFA
1066
Semmax Financial Advisors
North Carolina
$3K – – –
DI
1067
Disciplined Investments
Oklahoma
$3K +$1.53K +10 +77%
ACA
1068
Atlas Capital Advisors
Wyoming
$2.66K -$7.64K -50 -72%
CMP
1069
Coston McIsaac & Partners
Maine
$2K – – –
VCM
1070
Versant Capital Management
Arizona
$2K – – –
WBC
1071
West Branch Capital
Massachusetts
$2K – – –
AA
1072
Addison Advisors
Vermont
$2K +$1.07K +7 +140%
FSWA
1073
Financial Synergies Wealth Advisors
Texas
$1.12K – – –
UFF
1074
USA Financial Formulas
Michigan
$1K -$3.27M -21,405 -100%
CWC
1075
Carolinas Wealth Consulting
North Carolina
$1K – – –
41 42
43
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