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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
EFP
1101
Elser Financial Planning
Indiana
$238K +$2.56K +11 +1%
CS
1102
Cannell & Spears
New York
$237K – – –
MMPW
1103
Mitchell McLeod Pugh & Williams
Alabama
$237K – – –
AAS
1104
Ameritas Advisory Services
Nebraska
$236K -$863K -3,705 -80%
CLOS
1105
Compagnie Lombard Odier SCmA
Switzerland
$236K -$69.9K -300 -24%
RFN
1106
RDA Financial Network
Iowa
$236K -$9.08K -39 -4%
CHAM
1107
Clear Harbor Asset Management
Connecticut
$236K – – –
MGWM
1108
Marks Group Wealth Management
Minnesota
$234K – – –
GFPC
1109
Global Financial Private Client
Florida
$231K +$32.6K +140 +18%
WRM
1110
Weybosset Research & Management
Rhode Island
$230K – – –
AC
1111
Apella Capital
Connecticut
$225K +$211K +906 New
FNT
1112
First National Trust
Pennsylvania
$225K -$1.86K -8 -0.9%
LA
1113
Lakeside Advisors
Washington
$224K – – –
GIA
1114
Gladstone Institutional Advisory
Florida
$223K -$140K -602 -40%
ORG
1115
Optimist Retirement Group
Washington
$222K +$14.9K +64 +8%
OWMIAS
1116
One Wealth Management Investment & Advisory Services
Florida
$222K -$5.82K -25 -3%
FSG
1117
Financial Strategies Group
Michigan
$222K – – –
RG
1118
Rathbones Group
United Kingdom
$222K -$25.6K -110 -11%
CWA
1119
Canvas Wealth Advisors
Kansas
$222K -$15.1K -65 -7%
SCM
1120
Stevens Capital Management
Pennsylvania
$220K +$206K +884 New
GAG
1121
GM Advisory Group
New York
$220K +$2.1K +9 +1%
KIA
1122
Knollwood Investment Advisory
Maryland
$218K – – –
BFA
1123
Beacon Financial Advisory
Ohio
$216K +$466 +2 +0.2%
CCG
1124
Catalina Capital Group
California
$215K +$2.56K +11 +1%
NPF
1125
Norris Perne & French
Michigan
$215K – – –
43 44
45
46 47