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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
1051
Principal Securities
Iowa
$305K +$68.8K +284 +31%
FNBT
1052
FineMark National Bank & Trust
Florida
$304K – – –
NHC
1053
Nicholas Hoffman & Company
Georgia
$304K +$484 +2 +0.2%
BHPW
1054
Beverly Hills Private Wealth
California
$304K +$291K +1,203 New
AWM
1055
Avior Wealth Management
Nebraska
$302K -$49.2K -203 -15%
PFGIA
1056
Patriot Financial Group Insurance Agency
Massachusetts
$301K +$289K +1,195 New
BWA
1057
Brave Warrior Advisors
New York
$301K – – –
CA
1058
Commerzbank Aktiengesellschaft
Germany
$298K +$286K +1,180 New
OWM
1059
OneAscent Wealth Management
Alabama
$298K +$286K +1,183 New
SFP
1060
Shepherd Financial Partners
Massachusetts
$295K +$1.21K +5 +0.4%
4WM
1061
4J Wealth Management
Virginia
$294K -$1.21K -5 -0.4%
MFG
1062
Magnus Financial Group
New York
$294K -$1.21K -5 -0.4%
CIC
1063
Chilton Investment Company
Connecticut
$294K +$282K +1,164 New
ONB
1064
Old National Bancorp
Indiana
$292K -$1.94K -8 -0.7%
PL
1065
Plancorp LLC
Missouri
$292K +$9.69K +40 +4%
MA
1066
MCF Advisors
Kentucky
$291K -$6.78K -28 -2%
OA
1067
Oracle Alpha
Ontario, Canada
$290K +$278K +1,149 New
CCT
1068
Chemung Canal Trust
New York
$289K +$9.93K +41 +4%
SPA
1069
Shore Point Advisors
New Jersey
$288K – – –
NAG
1070
Northstar Advisory Group
New Jersey
$287K – – –
BOM
1071
Bank of Marin
California
$286K -$20.3K -84 -7%
CWP
1072
Concord Wealth Partners
Virginia
$285K – – –
SW
1073
SlateStone Wealth
Florida
$285K +$12.1K +50 +5%
MPCG
1074
Matrix Private Capital Group
New York
$285K – – –
MAWCM
1075
Mine & Arao Wealth Creation & Management
California
$285K +$969 +4 +0.4%
41 42
43
44 45