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Marriott Vacations Worldwide
VAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RTC
301
Riverview Trust Company
Washington
$14K – – –
TLCM
302
Twin Lakes Capital Management
California
$13.5K – – –
ME
303
McIlrath & Eck
Washington
$12.4K – – –
HFM
304
Harvest Fund Management
China
$12K -$36.5K -262 -75%
TF
305
Tompkins Financial
New York
$12K – – –
AWM
306
Accurate Wealth Management
Florida
$11.2K +$10.9K +78 New
GRP
307
Global Retirement Partners
California
$11.2K – – –
TFGT
308
TS Financial Group (TSFG)
Illinois
$11K – – –
CSPIA
309
Cary Street Partners Investment Advisory
Virginia
$10.8K +$11.2K +80 New
CWM
310
Compass Wealth Management
Connecticut
$10.8K +$11.2K +80 New
EI
311
Ellevest Inc
New York
$10.2K – – –
TFA
312
Toth Financial Advisory
Virginia
$9.96K – – –
GWM
313
Geneos Wealth Management
Colorado
$9.42K – – –
DWMG
314
DB Wealth Management Group
California
$8.35K +$8.64K +62 New
GJIA
315
Glass Jacobson Investment Advisors
Maryland
$7.94K +$8.23K +59 New
TFS
316
TrustCore Financial Services
Tennessee
$7.4K – – –
HGERS
317
Householder Group Estate & Retirement Specialist
Arizona
$7K – – –
ST
318
Sageworth Trust
Pennsylvania
$7K – – –
BTI
319
Blue Trust Inc
Georgia
$7K +$1.12K +8 +17%
FHA
320
First Horizon Advisors
Tennessee
$6.87K – – –
BWM
321
BerganKDV Wealth Management
Minnesota
$6.73K – – –
PWMG
322
Prestige Wealth Management Group
New Jersey
$6.22K – – –
SPIA
323
Steward Partners Investment Advisory
New York
$6.19K -$1.25K -9 -16%
STCOSD
324
Sageworth Trust Company of South Dakota
South Dakota
$6K – – –
FMII
325
Farmers & Merchants Investments Inc
Nebraska
$5.11K -$139 -1 -3%
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13
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