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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1301
Paulson Wealth Management
Illinois
$295K – – –
PSP
1302
Principal Street Partners
Tennessee
$295K – – –
CBA
1303
Coastal Bridge Advisors
Connecticut
$293K +$1.11K +3 +0.4%
GFP
1304
Gryphon Financial Partners
Ohio
$293K +$291K +790 New
VW
1305
Vantus Wealth
Pennsylvania
$292K +$291K +788 New
KFGK
1306
Keystone Financial Group (Kentucky)
Kentucky
$292K -$2.58K -7 -0.9%
BFG
1307
Beacon Financial Group
Texas
$292K +$290K +787 New
SR
1308
Swiss Re
Switzerland
$292K +$290K +787 New
FMTC
1309
Farmers & Merchants Trust Company
California
$291K – – –
CFO
1310
Cambient Family Office
Michigan
$290K +$5.16K +14 +2%
VCM
1311
Virtue Capital Management
Tennessee
$289K +$288K +781 New
SOS
1312
Silver Oak Securities
Tennessee
$289K -$9.59K -26 -3%
PL
1313
Perpetual Ltd
Australia
$289K -$23.2K -63 -7%
MA
1314
Mutual Advisors
Nebraska
$288K -$77.8K -211 -21%
CH
1315
Cromwell Holdings
Wyoming
$286K – – –
OFO
1316
OneAscent Family Office
Alabama
$284K +$283K +767 New
TSS
1317
Two Sigma Securities
New York
$284K -$2.4M -6,516 -89%
BCPWM
1318
Bradley & Co Private Wealth Management
Florida
$281K – – –
EWA
1319
Eagle Wealth Advisors
Connecticut
$281K +$12.9K +35 +5%
NFSG
1320
Newbridge Financial Services Group
Florida
$280K +$369 +1 +0.1%
RWM
1321
RKL Wealth Management
Pennsylvania
$279K -$3.32K -9 -1%
CIA
1322
Compass Ion Advisors
Pennsylvania
$279K -$19.2K -52 -6%
FPWM
1323
FSB Premier Wealth Management
Iowa
$276K +$369 +1 +0.1%
PPWM
1324
Paragon Private Wealth Management
Kentucky
$275K – – –
YIM
1325
Yoffe Investment Management
Pennsylvania
$274K – – –
51 52
53
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