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Marriott International
MAR

Name Holding Trade Value Shares
Change 		Change in
Stake
MP
1501
Moment Partners
California
– -$307K -1,100 Closed
PWP
1502
Pursue Wealth Partners
California
– -$295K -1,058 Closed
WRPWM
1503
Werba Rubin Papier Wealth Management
California
– -$293K -1,052 Closed
KWA
1504
Kingswood Wealth Advisors
California
– -$277K -993 Closed
GS
1505
GWN Securities
Florida
– -$279K -982 Closed
RIP
1506
RAM Investment Partners
Washington
– -$273K -977 Closed
CWA
1507
Canvas Wealth Advisors
Kansas
– -$268K -960 Closed
JE
1508
JMAC Enterprises
Pennsylvania
– -$268K -959 Closed
CCG
1509
Catalina Capital Group
California
– -$265K -949 Closed
WRM
1510
Weybosset Research & Management
Rhode Island
– -$258K -925 Closed
WKSWA
1511
White Knight Strategic Wealth Advisors
New Jersey
– -$252K -904 Closed
SWIG
1512
Strategic Wealth Investment Group
Kentucky
– -$237K -850 Closed
SIM
1513
Stratos Investment Management
Ohio
– -$237K -850 Closed
FSG
1514
Financial Strategies Group
Michigan
– -$230K -848 Closed
SF
1515
Safeguard Financial
Wisconsin
– -$234K -839 Closed
PSP
1516
Principal Street Partners
Tennessee
– -$233K -837 Closed
JWBC
1517
J.W. Burns & Co
New York
– -$233K -835 Closed
SSWM
1518
Sheets Smith Wealth Management
North Carolina
– -$232K -833 Closed
BWMG
1519
Barnes Wealth Management Group
California
– -$232K -831 Closed
PFGIA
1520
Patriot Financial Group Insurance Agency
Massachusetts
– -$231K -830 Closed
RMDI
1521
R.M. Davis Inc
Maine
– -$232K -830 Closed
SW
1522
Solidarity Wealth
Utah
– -$230K -826 Closed
CAM
1523
Columbia Asset Management
Michigan
– -$230K -825 Closed
EIA
1524
Edgemoor Investment Advisors
Maryland
– -$230K -825 Closed
SIAP
1525
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$230K -825 Closed
59 60
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