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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1076
L2 Asset Management
Massachusetts
$377K +$17.8K +54 +5%
GI
1077
GAMCO Investors
Connecticut
$377K +$379K +1,152 New
BFIM
1078
Beese Fulmer Investment Management
Ohio
$376K +$379K +1,151 New
VW
1079
Vance Wealth
California
$375K -$43.4K -132 -10%
DMBA
1080
Deseret Mutual Benefit Administrators
Utah
$374K +$209K +634 +124%
SPA
1081
Shore Point Advisors
New Jersey
$374K – – –
LWANC
1082
Laurel Wealth Advisors (North Carolina)
North Carolina
$373K -$32.9K -100 -9%
DBRC
1083
D.B. Root & Company
Pennsylvania
$371K – – –
VAS
1084
Vestmark Advisory Solutions
Massachusetts
$371K +$373K +1,133 New
BWM
1085
BNB Wealth Management
Maryland
$370K – – –
CWP
1086
Concord Wealth Partners
Virginia
$370K – – –
FB
1087
Finward Bancorp
Indiana
$370K – – –
AFG
1088
ABLE Financial Group
Arizona
$370K -$37.5K -114 -9%
AHC
1089
Adell Harriman & Carpenter
Texas
$369K -$32.9K -100 -8%
PWPS
1090
Pinnacle Wealth Planning Services
Ohio
$368K +$2.96K +9 +0.8%
MPCG
1091
Matrix Private Capital Group
New York
$365K – – –
RIM
1092
RW Investment Management
Idaho
$365K +$367K +1,116 New
EGM
1093
Engineers Gate Manager
New York
$364K +$366K +1,112 New
IP
1094
Ignite Planners
California
$363K +$30.6K +93 +9%
PCS
1095
Personal CFO Solutions
New Jersey
$362K +$11.2K +34 +3%
IFPG
1096
Intrepid Financial Planning Group
Indiana
$361K – – –
RCAG
1097
Rehmann Capital Advisory Group
Michigan
$361K +$56.9K +173 +19%
SC
1098
Shearwater Capital
Colorado
$361K +$658 +2 +0.2%
MAWCM
1099
Mine & Arao Wealth Creation & Management
California
$361K +$658 +2 +0.2%
TC
1100
TwinBeech Capital
New York
$360K +$362K +1,100 New
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