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Marriott International

Name Holding Trade Value Shares
Change
Change in
Stake
HGERS
1051
Householder Group Estate & Retirement Specialist
Arizona
$6K +$7.49K +49 New
CCA
1052
Column Capital Advisors
Indiana
$5K – – –
RF
1053
Robbins Farley
New Hampshire
$5K – – –
TSWM
1054
Tyler-Stone Wealth Management
Ohio
$5K – – –
FMP
1055
Financial Management Professionals
Texas
$5K +$764 +5 +15%
OCM
1056
Osterweis Capital Management
California
$5K +$5.65K +37 New
AWM
1057
Abound Wealth Management
Tennessee
$4.77K +$5.19K +34 New
NICM
1058
Neo Ivy Capital Management
New York
$4K -$64.3K -421 -94%
SC
1059
Schubert & Co
Texas
$4K -$1.53K -10 -25%
APC
1060
Aspire Private Capital
North Carolina
$4K – – –
TFM
1061
TFC Financial Management
Massachusetts
$4K – – –
WWMSC
1062
Wagner Wealth Management (South Carolina)
South Carolina
$4K – – –
BA
1063
Bellwether Advisors
Nebraska
$4K +$4.58K +30 +1,500%
FWM
1064
Focused Wealth Management
New York
$3K – – –
JWM
1065
Janiczek Wealth Management
Colorado
$3K – – –
LWA
1066
Lowe Wealth Advisors
Maryland
$3K – – –
SFA
1067
Semmax Financial Advisors
North Carolina
$3K – – –
DI
1068
Disciplined Investments
Oklahoma
$3K +$1.53K +10 +77%
ACA
1069
Atlas Capital Advisors
Wyoming
$2.66K -$7.64K -50 -72%
CMP
1070
Coston McIsaac & Partners
Maine
$2K – – –
VCM
1071
Versant Capital Management
Arizona
$2K – – –
WBC
1072
West Branch Capital
Massachusetts
$2K – – –
AA
1073
Addison Advisors
Vermont
$2K +$1.07K +7 +140%
FSWA
1074
Financial Synergies Wealth Advisors
Texas
$1.12K – – –
UFF
1075
USA Financial Formulas
Michigan
$1K -$3.27M -21,405 -100%