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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1126
Shepherd Financial Partners
Massachusetts
$433K +$2.58K +7 +0.6%
BCA
1127
Bay Colony Advisors
Massachusetts
$432K -$10.3K -28 -2%
ESB
1128
Essex Savings Bank
Connecticut
$432K -$1.84K -5 -0.4%
RWB
1129
RMR Wealth Builders
New Jersey
$431K +$2.95K +8 +0.7%
FWI
1130
Facet Wealth Inc
Maryland
$429K -$63.8K -173 -13%
SW
1131
SteelPeak Wealth
California
$427K +$425K +1,153 New
GI
1132
GAMCO Investors
Connecticut
$427K – – –
ATPW
1133
Ashton Thomas Private Wealth
Arizona
$424K +$136K +369 +48%
SPA
1134
Shore Point Advisors
New Jersey
$423K – – –
IP
1135
Ignite Planners
California
$422K +$10.7K +29 +3%
EWA
1136
EverSource Wealth Advisors
Alabama
$421K -$149K -405 -26%
CCMG
1137
Clark Capital Management Group
Pennsylvania
$421K +$136K +369 +48%
DBRC
1138
D.B. Root & Company
Pennsylvania
$421K +$738 +2 +0.2%
PWPS
1139
Pinnacle Wealth Planning Services
Ohio
$421K +$3.32K +9 +0.8%
PCS
1140
Personal CFO Solutions
New Jersey
$420K +$10.3K +28 +3%
BWM
1141
BNB Wealth Management
Maryland
$420K – – –
CWP
1142
Concord Wealth Partners
Virginia
$419K – – –
FB
1143
Finward Bancorp
Indiana
$419K – – –
AFG
1144
ABLE Financial Group
Arizona
$419K – – –
OL
1145
Optas LLC
Texas
$418K +$18.4K +50 +5%
SC
1146
Sepio Capital
Utah
$418K -$107K -289 -20%
PMAM
1147
Picton Mahoney Asset Management
Ontario, Canada
$416K -$50.9K -138 -11%
TCWM
1148
Total Clarity Wealth Management
Illinois
$416K +$414K +1,122 New
RCAG
1149
Rehmann Capital Advisory Group
Michigan
$415K +$5.9K +16 +1%
MPCG
1150
Matrix Private Capital Group
New York
$414K – – –
44 45
46
47 48