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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
CHAM
1076
Clear Harbor Asset Management
Connecticut
$298K – – –
NHC
1077
Nicholas Hoffman & Company
Georgia
$297K -$10.5K -42 -4%
GSEP
1078
Golden State Equity Partners
California
$294K +$7.02K +28 +3%
CA
1079
Carson Advisory
Georgia
$294K – – –
MA
1080
Mutual Advisors
Nebraska
$292K +$11.3K +45 +4%
CFP
1081
Catalyst Financial Partners
Massachusetts
$292K +$24.6K +98 +10%
MSFS
1082
Main Street Financial Solutions
Pennsylvania
$290K +$251 +1 +0.1%
BOM
1083
Bank of Marin
California
$289K – – –
WA
1084
Waddell & Associates
Tennessee
$288K – – –
AA
1085
Alta Advisers
United Kingdom
$287K – – –
OWA
1086
Octavia Wealth Advisors
Ohio
$286K +$4.26K +17 +2%
MPM
1087
MBB Public Markets
Illinois
$286K -$59.9K -239 -19%
WA
1088
WBH Advisory
Maryland
$284K -$76.2K -304 -23%
WGC
1089
Watts Gwilliam & Co
Arizona
$283K – – –
QC
1090
Quent Capital
New York
$282K -$3.51K -14 -1%
ACM
1091
Alta Capital Management
Utah
$282K +$752 +3 +0.3%
FMWA
1092
Forvis Mazars Wealth Advisors
Missouri
$278K +$3.01K +12 +1%
LAS
1093
Legacy Advisory Services
Pennsylvania
$276K +$253K +1,009 New
SIM
1094
Seaview Investment Managers
Florida
$275K – – –
PCG
1095
Prosperity Consulting Group
Maryland
$273K +$1.76K +7 +0.7%
EPIME
1096
Evelyn Partners Investment Management (Europe)
$273K – – –
HA
1097
Harbor Advisors
Florida
$273K – – –
SWP
1098
Summit Wealth Partners
Florida
$273K – – –
LAM
1099
L2 Asset Management
Massachusetts
$272K +$9.53K +38 +4%
NFA
1100
Northwest Financial Advisors
Virginia
$272K -$101K -401 -29%
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