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Marriott Vacations Worldwide
VAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
301
Householder Group Estate & Retirement Specialist
Arizona
$6K +$7.47K +55 New
STCOSD
302
Sageworth Trust Company of South Dakota
South Dakota
$5K -$3.67K -27 -39%
ST
303
Smithfield Trust
Pennsylvania
$5K – – –
FMII
304
Farmers & Merchants Investments Inc
Nebraska
$5K +$2.58K +19 +95%
BTI
305
Blue Trust Inc
Georgia
$5K +$3.53K +26 +130%
EWA
306
EverSource Wealth Advisors
Alabama
$4K -$54.4K -401 -93%
BWP
307
Baldwin Wealth Partners
Massachusetts
$4K – – –
HCM
308
Highlander Capital Management
New Jersey
$4K – – –
IFAM
309
Institutional & Family Asset Management
Colorado
$4K – – –
KFI
310
Key Financial Inc
Pennsylvania
$4K – – –
TWA
311
TCI Wealth Advisors
Arizona
$4K +$407 +3 +9%
TIM
312
Tortoise Investment Management
New York
$4K +$407 +3 +11%
SC
313
Schubert & Co
Texas
$4K +$1.36K +10 +42%
BBHC
314
Brown Brothers Harriman & Co
New York
$4K +$1.63K +12 +60%
MPWT
315
MassMutual Private Wealth & Trust
Connecticut
$4K +$3.67K +27 +540%
FP
316
Financial Perspectives
Minnesota
$3.4K – – –
PP
317
PFS Partners
New Jersey
$3.17K – – –
AA
318
Ancora Advisors
Ohio
$3K – – –
CWA
319
Carolina Wealth Advisors
South Carolina
$3K – – –
NMG
320
New Millennium Group
Utah
$3K – – –
PO
321
Private Ocean
California
$3K – – –
TWM
322
Tradition Wealth Management
Minnesota
$3K – – –
VCM
323
Versant Capital Management
Arizona
$3K – – –
ZB
324
Zions Bancorporation
Utah
$3K – – –
JWA
325
JFS Wealth Advisors
Pennsylvania
$3K +$2.17K +16 +145%
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13
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