Institutional Ownership Stats

Institutional Ownership is one very important way to analyze how a stock will perform in the future. Here's a good article weighing the pros and cons of institutional ownership.

The table below is a summary of the mean, median and true PPS (Price Per Share) the institutions have paid in the current and last quarter. Most institutes hedge their bets both ways to protect the investment. The do so by buying puts and calls for a stock as well, apart from stock ownership.

Quarter	Institute Count	Mean PPS	Median PPS	True Value PPS
Current Quarter	3,108	540.00	227.51	227.39
Previous Quarter	3,202	464.00	227.54	225.74

Institutional Ownership Counts

The table below is summary data with links to individual listing tables below to indicate if new institutes bought in, sold out, averaged down, averaged up etc. This is a critical piece of data to analyze what the money flow is in quarter and past week.

Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Current Quarter	45	314	472	281	281	332
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	3	1	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Current Quarter	0	0	1	0	0	1
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	12	11	168	37	71	87
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Past Week	0	0	0	0	0	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Past Week	0	0	0	0	0	0

BlackRock and Vanguard Ownership Stats

BlackRock and Vanguard are the two largest institutional investors in the world. The table below is an indicator of how much of the company stock they own.

	BlackRock			Vanguard
Quarter	Shares	% Ownership	PPS	Shares	% Ownership	PPS
Current Quarter	66,145,988	15.82	117.44	79,656,632	19.05	225.68
Previous Quarter	34,110,531	8.16	227.29	80,018,439	19.14	224.29

Current Quarter Top 20 Holding Institutes

This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter

Name	Shares	PPS
Vanguard Group Inc	38,597,701	227.54
VANGUARD GROUP INC	38,508,651
BlackRock Inc.	33,637,473	227.54
BlackRock Inc.	31,994,622
State Street Corp	18,250,201	228.58
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	12,118,636	227.54
Bank of New York Mellon Corp	11,680,519	227.54
Morgan Stanley	10,770,209	227.54
Alliancebernstein L.p.	9,792,586	227.54
VFINX - Vanguard 500 Index Fund Investor Shares	9,191,823	227.54
Geode Capital Management, Llc	8,448,375	227.10
Wells Fargo & Company/mn	8,314,654	227.54
Bank Of America Corp /de/	7,563,296	227.54
Charles Schwab Investment Management Inc	6,689,136	227.54
Northern Trust Corp	6,099,925	227.54
Invesco Qqq Trust, Series 1	6,082,139	227.54
Wellington Management Group Llp	5,625,530	227.54
Fundsmith LLP	5,562,848	227.54
Capital World Investors	5,393,160	227.54
Ubs Asset Management Americas Inc	5,162,944	227.54

Previous Quarter Top 20 Holding Institutes

The table below is top 20 listing of institutes holding stock of the company in the previous quarter.

Name	Shares	PPS
Vanguard Group Inc	38,597,701	227.54
BlackRock Inc.	33,637,473	227.54
State Street Corp	18,250,201	228.58
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	12,118,636	227.54
Bank of New York Mellon Corp	11,680,519	227.54
Morgan Stanley	10,770,209	227.54
Alliancebernstein L.p.	9,792,586	227.54
VFINX - Vanguard 500 Index Fund Investor Shares	9,191,823	227.54
Geode Capital Management, Llc	8,448,375	227.10
Wells Fargo & Company/mn	8,314,654	227.54
Bank Of America Corp /de/	7,563,296	227.54
Charles Schwab Investment Management Inc	6,689,136	227.54
Northern Trust Corp	6,099,925	227.54
Invesco Qqq Trust, Series 1	6,082,139	227.54
Wellington Management Group Llp	5,625,530	227.54
Fundsmith LLP	5,562,848	227.54
Capital World Investors	5,393,160	227.54
Ubs Asset Management Americas Inc	5,162,944	227.54
SCHD - Schwab U.S. Dividend Equity ETF	4,914,822	204.44
Spdr S&p 500 Etf Trust	4,590,507	227.54

Recent Quarter Analysis

Recent Quarter 45 New Institutes added position

Name	Shares	PPS
VANGUARD GROUP INC	38,508,651
Ardevora Asset Management LLP	263,760	210.04
Polen Capital Management Llc	256,507	227.54
Eaton Vance Tax-managed Diversified Equity Income Fund	110,824	218.18
IYJ - iShares U.S. Industrials ETF	106,693	218.18
PWB - Invesco Dynamic Large Cap Growth ETF	45,913	218.17
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A	40,037	222.94
Artemis Investment Management LLP	32,039	210.59
Walker Asset Management, LLC	28,024	219.13
MAPOX - Mairs & Power Balanced Fund	24,000	210.04
My Personal CFO, LLC	20,978	210.03
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares	18,010	218.16
Wbi Investments, Inc.	16,993	209.91
USGRX - Growth & Income Fund Shares	13,069	218.15
WWIDX - Wells Fargo Large Company Value Fund Administrator Class	11,834	218.18
Ern Llc	11,500	210.00
IBALX - Transamerica Multi-Managed Balanced A	11,225	218.17
Dimensional ETF Trust - Dimensional US High Profitability ETF	10,434	218.13
CHGX - AXS Change Finance ESG ETF	5,530	218.26
FCEUX - Franklin U.S. Core Equity (IU) Fund Advisor	5,508	218.23

Recent Quarter 314 Institutes closed out their positions

Name	Shares	PPS
Wells Fargo & Company/mn	8,314,654	227.54
Credit Suisse Ag/	990,637	227.94
Credit Suisse Ag/	990,637	227.94
Barclays Plc	795,553	227.54
Bnp Paribas Arbitrage, Sa	302,894	227.54
VWINX - VANGUARD WELLESLEY INCOME FUND Investor Shares	296,048	199.92
Polen Capital Management Llc	256,507	227.54
HighTower Advisors, LLC	242,525	227.66
IYJ - iShares U.S. Industrials ETF	119,610	206.17
Squarepoint Ops LLC	86,795	227.54
Squarepoint Ops LLC	86,795	227.54
VHGEX - Vanguard Global Equity Fund Investor Shares	86,613	199.92
Eisler Capital (UK) Ltd.	50,000	227.54
Security National Trust Co	38,761	198.63
JNL SERIES TRUST - JNL/Harris Oakmark Global Equity Fund (A)	35,200	199.91
B. Metzler seel. Sohn & Co. Holding AG	31,683	199.92
FLVEX - Fidelity Large Cap Value Enhanced Index Fund	21,409	230.88
Cascadia Advisory Services, LLC	20,298	199.92
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares	18,010	206.16
NorthCoast Asset Management LLC	17,462	199.92
Heritage Way Advisors, LLC	14,999	246.55
Bbva Usa	13,659	199.94
HighPoint Advisor Group LLC	13,045	199.92
Fma Advisory Inc	12,764	199.94
Nvest Financial, LLC	12,011	227.54
Paloma Partners Management Co	11,856	227.56
GINDX - Gotham Index Plus Fund Institutional Class	10,143	199.94
World Asset Management Inc	9,860	199.90
IFP Advisors, Inc	9,345	246.44
O'Shares Investment Advisers, LLC	9,304	227.54
Tudor Investment Corp Et Al	9,281	227.56
Carroll Financial Associates, Inc.	9,123	246.19
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio	9,000	199.89
USMF - WisdomTree U.S. Multifactor Fund N/A	8,737	199.95
Homrich & Berg	8,695	199.88
Hnp Capital Llc	8,193	227.51
RLCAX - Columbia Disciplined Value Fund Class A	7,968	224.52
Sound Financial Strategies Group, LLC	7,042	227.49
First Midwest Bank Trust Division	6,826	246.70
Crescent Capital Consulting, LLC	6,825	265.35
IBM Retirement Fund	6,706	227.56
HighTower Trust Services, LTA	6,210	227.54
Point72 Hong Kong Ltd	6,000	227.50
KNGAX - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares	5,289	206.09
Mid Atlantic Financial Management Inc/adv	5,174	199.85
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund)	4,210	200.00
Mercer Capital Advisers, Inc.	3,947	199.90
Berman Capital Advisors, LLC	3,887	199.64
ABPAX - AB Conservative Wealth Strategy Class A	3,831	231.01
Granite Investment Advisors, LLC	3,663	199.84
Pendal Group Ltd	2,937	227.44
XVV - iShares ESG Screened S&P 500 ETF	2,777	227.58
DTLGX - Large Company Growth Portfolio Investment Class	2,739	200.07
Landsberg, Bennett, & Dubbaneh LLC	2,326	202.06
Markston International Llc	2,202	246.59
Alexandria Capital, LLC	2,184	200.09
Pineno Levin & Ford Asset Management, Inc.	2,158	246.52
Northstar Advisory Group, LLC	2,017	227.57
Centiva Capital, LP	2,000	227.50
GraniteShares Advisors LLC	1,940	227.32
MEMBERS Trust Co	1,892	246.83
Strategy Asset Managers Llc	1,739	227.72
Ameritas Investment Corp	1,633
Country Club Trust Company, n.a.	1,556	245.50
Covenant Multifamily Offices, LLC	1,481	203.92
Tacita Capital Inc	1,425	227.37
Mosaic Family Wealth, LLC	1,326	246.61
Arvest Bank Trust Division	1,314	200.15
Franklin Street Advisors Inc /nc	1,257	227.53
Flower City Capital	1,185	228.69
Unified Trust Company, N.A.	1,172	199.66
GAOAX - JPMorgan Global Allocation Fund Class A	1,039	224.25
Old Dominion Capital Management Inc	1,027	199.61
Hohimer Wealth Management, Llc	1,018	227.90
Psagot Investment House Ltd.	1,000	200.00
McCarthy Asset Management, Inc.	1,000	3.00
Kaizen Financial Strategies	989	227.50
Retirement Solution Inc.	967	227.51
Ford Financial Group, LLC	923	227.52
McAlister, Sweet & Associates, Inc.	910	227.47
Clarus Wealth Advisors	897	230.77
Archford Capital Strategies, LLC	891
New England Professional Planning Group Inc.	854	234.19
Reilly Financial Advisors, Llc	435	245.98
RECS - Columbia Research Enhanced Core ETF	401	224.44
Gemmer Asset Management LLC	358	226.26
FVCIX - Fidelity Flex Large Cap Value II Fund	339	224.19
VSLU - Applied Finance Valuation Large Cap ETF	322	198.76
Heritage Wealth Management, Llc	318	201.26
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)	293	201.37
Exane Derivatives	194	226.80
Sonora Investment Management, LLC	178	202.25
Tarbox Family Office, Inc.	175	228.57
Paladin Advisory Group, LLC	56	232.14
REVS - Columbia Research Enhanced Value ETF	34	235.29
Filbrandt Wealth Management, LLC	21	190.48
PSI Advisors, LLC	6	166.67
GoalVest Advisory LLC	3	333.33
Urban Wealth Management, LLC
Acas, Llc
FORA Capital, LLC
Hoese & Co LLP
Paradigm, Strategies in Wealth Management, LLC
NovaPoint Capital, LLC
Y-Intercept (Hong Kong) Ltd
Majedie Asset Management Ltd
Paragon Wealth Strategies, LLC
Viridian Ria, Llc
FLMFX - MUIRFIELD FUND Retail Class
IronBridge Private Wealth, LLC
Bayesian Capital Management, LP
Fundamentun, Llc
Voloridge Investment Management, Llc
TCHP - T. Rowe Price Blue Chip Growth ETF
Magellan Asset Management Ltd
HBLAX - THE HARTFORD BALANCED INCOME FUND Class A
DRW Securities, LLC
JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
Eagle Capital Management Llc
T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
Fft Wealth Management Llc
Amussen Hunsaker Associates Llc
Red Door Wealth Management, LLC
Financial Insights, Inc.
HADAX - Hartford Balanced Hls Fund Ia
Prelude Capital Management, Llc
Hudson Bay Capital Management LP
Hexavest Inc.
QCGRRX - Growth Account Class R1
FLSPX - SPECTRUM FUND Retail Class
Curran Financial Partners, LLC
Personal Wealth Partners
Inscription Capital, LLC
JEQIX - Johnson Equity Income Fund
Advisor Resource Council
GCECX - AB Global Core Equity Portfolio Class C
Claybrook Capital, LLC
Beacon Financial Advisory LLC
Orrstown Financial Services Inc
Twinbeech Capital Lp
Standard Family Office LLC
Parisi Gray Wealth Management
SMSAX - SIMT Multi-Strategy Alternative Fund Class F
Marino, Stram & Associates Llc
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
RPBAX - T. Rowe Price Balanced Fund, Inc.
Dynamic Technology Lab Private Ltd
FLRUX - CONSERVATIVE ALLOCATION FUND Retail Class
FLFGX - GLOBAL ALLOCATION FUND Retail Class
Hbk Investments L P
FLDOX - MODERATE ALLOCATION FUND Retail Class
Hilltop Holdings Inc.
Eubel Brady & Suttman Asset Management Inc
Bingham Osborn & Scarborough Llc
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
Benson Investment Management Company, Inc.
FVAL - Fidelity Value Factor ETF
Fulcrum Asset Management LLP
Sendero Wealth Management, LLC
Blue Edge Capital, LLC
Sustainable Insight Capital Management, LLC
FIL Ltd
Qube Research & Technologies Ltd
Cedar Rock Capital Ltd
Spark Investment Management LLC
Ccm Investment Advisers Llc
PDT Partners, LLC
Bouchey Financial Group Ltd
Pluribus Labs, LLC
Nfj Investment Group, Llc
Magnetar Financial LLC
WestEnd Advisors, LLC
Liontrust Investment Partners LLP
Distillate Capital Partners LLC
Wagner Wealth Management, Llc
Gsa Capital Partners Llp
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
Savior LLC
Fenimore Asset Management Inc
Ziegler Capital Management, LLC
Aries Wealth Management
Richard Bernstein Advisors LLC
Fiera Capital Corp
AMP Capital Investors Ltd
Sharkey, Howes & Javer
GFSYX - Strategic Alternatives Fund Institutional
Ausdal Financial Partners, Inc.
Altshuler Shaham Ltd
Wealth Management Solutions, LLC
First Command Advisory Services, Inc.
Meadow Creek Wealth Advisors Llc
Summitry Llc
GSSFX - Gotham Short Strategies Fund Institutional Class
TAP Consulting, LLC
Eldridge Investment Advisors, Inc.
Cohen Lawrence B
Syntal Capital Partners, LLC
Kmg Fiduciary Partners, Llc
Resolute Advisors LLC
Investors Financial Group, LLC
Kb Financial Partners, Llc
Bp Plc
First Quadrant L P/ca
Pearl River Capital, LLC
Capitolis Advisors LLC
Global Endowment Management, LP
Signet Financial Management, Llc
Angeles Investment Advisors, LLC
Pensionfund DSM Netherlands
Saxon Interests, Inc.
Fsb Premier Wealth Management, Inc.
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc.
T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
Norges Bank
Moloney Securities Asset Management, LLC
Prana Capital Management, LP
Cooper Financial Group
Employees Retirement System of Texas
Keystone Wealth Services, LLC
Evolution Wealth Advisors, LLC
FDx Advisors, Inc.
Transamerica Financial Advisors, Inc.
Mbb Public Markets I Llc
Profit Investment Management, LLC
Banco Santander, S.A.
Weld Capital Management Llc
TPLGX - T. Rowe Price Institutional Large-Cap Core Growth Fund
FLDFX - BALANCED FUND Retail Class
Dougherty Wealth Advisers LLC
HQIAX - THE HARTFORD EQUITY INCOME FUND Class A
Atlas Private Wealth Advisors
Bangor Savings Bank
Enlightenment Research, LLC
SRB Corp
Ade, Llc
Lion Street Advisors, LLC
CenterStar Asset Management, LLC
Cornerstone Advisors Inc
Horizon Investments, LLC
Kowal Investment Group, LLC
Meiji Yasuda Life Insurance Co
Pasadena Private Wealth, LLC
Empire Life Investments Inc.
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class
Lake Street Advisors Group, Llc
Birch Run Capital Advisors, LP
Halbert Hargrove Global Advisors, Llc
Bank Of Nova Scotia Trust Co
Truvestments Capital Llc
Summit Partners Public Asset Management, Llc
Cloverfields Capital Group, Lp
Cinctive Capital Management LP
Flow Traders U.s. Llc
First Capital Advisors Group, LLC.
Veritas Investment Management (UK) Ltd
Comprehensive Financial Consultants Institutional, Inc.
Ahl Investment Management, Inc.
Weaver C. Barksdale & Associates, Inc.
Widmann Financial Services, Inc.
Taurus Asset Management, Llc
Total Clarity Wealth Management, Inc.
Pallas Capital Advisors LLC
Waratah Capital Advisors Ltd.
RGT Wealth Advisors, LLC
Ground Swell Capital, LLC
Two Sigma Investments, Lp
Hancock Whitney Investment Services Inc.
Lakeview Capital Partners, LLC
Verus Financial Partners, Inc.
Agf Investments Inc.
Future Financial Wealth Managment LLC
Firestone Capital Management
Two Sigma Investments, Lp
Lloyd Advisory Services, LLC.
True North Advisors, LLC
Two Sigma Investments, Lp
Barnett & Company, Inc.
Renaissance Technologies Llc
Circle Wealth Management, LLC
Cahill Financial Advisors Inc
Meridian Wealth Partners, LLC
True Link Financial Advisors, LLC
Strategic Wealth Partners, Ltd.
Balentine LLC
DSC Advisors, L.P.
Stockman Wealth Management, Inc.
V Wealth Advisors LLC
Arvest Trust Co N A
Capula Management Ltd
Polar Asset Management Partners Inc.
Sheets Smith Wealth Management
Marathon Asset Mgmt Ltd
Camden Capital, LLC
Nvwm, Llc
Capula Management Ltd
Jennison Associates Llc
Aigen Investment Management, Lp
Pacitti Group Inc.
Fortis Advisors, LLC
Better Money Decisions, LLC
Edge Wealth Management LLC
VisionPoint Advisory Group, LLC
Carolina Wealth Advisors, LLC
Engine No. 1 Llc
Oribel Capital Management, LP
Clear Creek Financial Management, LLC
Guidance Point Advisors, LLC
Lombard Odier Asset Management (Switzerland) SA
Consolidated Planning Corp
Weiss Strategic Interval Fund
Taylor, Cottrill, Erickson & Associates, Inc.
EARAX - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
Full18 Capital LLC
FLDGX - DYNAMIC ALLOCATION FUND Retail Class

Recent Quarter 472 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Coho Partners, Ltd.	593,801	210.04	622,568	227.54
Boston Trust Walden Corp	526,718	210.04	533,879	227.54
Aegon Asset Management Uk Plc	453,486	0.21	486,885	0.23
Dearborn Partners Llc	321,875	210.04	322,788	227.54
Welch & Forbes Llc	260,591	210.04	262,000	227.54
Woodley Farra Manion Portfolio Management Inc	237,533	210.92	237,563	227.54
Conning Inc.	202,088	209.76	218,831	227.39
Truist Financial Corp	197,054	210.04	222,670	227.53
Gateway Investment Advisers Llc	190,336	210.04	188,423	227.54
Wendell David Associates Inc	189,584	210.04	189,449	227.54
AustralianSuper Pty Ltd	189,150	210.04	37,968	227.53
Commonwealth Equity Services, Llc	184,442	210.04	190,204	227.54
Hemenway Trust Co LLC	165,096	210.04	168,295	227.54
Strs Ohio	164,062	210.04	162,012	227.54
Allspring Global Investments Holdings, LLC	158,542	210.03	175,211	227.53
Coerente Capital Management	119,745	210.04	130,179	227.53
Manning & Napier Group, LLC	116,994	210.03	143,876	227.53
Stewart & Patten Co Llc	115,514	210.04	116,397	227.54
Raub Brock Capital Management LP	110,278	210.04	115,379	227.54
Somerville Kurt F	107,487	210.03	109,207	227.55

Recent Quarter 281 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
SCHD - Schwab U.S. Dividend Equity ETF	5,033,358	222.94	4,914,822	204.44
VDIGX - Vanguard Dividend Growth Fund Investor Shares	4,120,741	218.18	4,192,665	206.17
AWSHX - WASHINGTON MUTUAL INVESTORS FUND Class A	3,043,493	218.18	3,047,559	206.17
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares	2,580,507	218.18	2,776,174	206.17
LBSAX - Columbia Dividend Income Fund Class A	2,012,558	222.94	2,010,471	204.44
JENSX - The Jensen Quality Growth Fund Inc J Shares	1,732,000	222.94	1,706,000	204.44
VYM - Vanguard High Dividend Yield Index Fund ETF Shares	1,649,231	218.18	1,667,709	206.17
AMRMX - AMERICAN MUTUAL FUND Class A	1,503,182	218.18	1,062,100	206.17
CAIBX - CAPITAL INCOME BUILDER Class A	1,453,400	218.18	1,536,400	206.17
USMV - iShares Edge MSCI Min Vol USA ETF	853,921	218.18	856,370	206.17
FUQIX - Fidelity SAI U.S. Quality Index Fund	812,180	218.18	745,953	206.17
SWPPX - Schwab S&P 500 Index Fund	760,893	218.18	746,587	206.17
QUAL - iShares Edge MSCI USA Quality Factor ETF	752,204	218.18	731,885	206.17
DGRO - iShares Core Dividend Growth ETF	576,839	218.18	471,710	206.17
SHAPX - ClearBridge Appreciation Fund Class A	521,478	218.18	564,022	206.17
OWLSX - Old Westbury Large Cap Strategies Fund	407,125	218.18	406,225	206.17
FSUVX - Fidelity SAI U.S. Low Volatility Index Fund	389,611	218.18	361,333	206.17
TIEIX - TIAA-CREF Equity Index Fund Institutional Class	331,763	218.18	318,848	206.17
SCHX - Schwab U.S. Large-Cap ETF	327,686	222.94	342,291	204.44
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class	320,760	218.18	341,430	206.17

Recent Quarter 281 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
AMRMX - AMERICAN MUTUAL FUND Class A	441,082	1,503,182	218.18	1,062,100	206.17	41.53
AustralianSuper Pty Ltd	151,182	189,150	210.04	37,968	227.53	398.18
SCHD - Schwab U.S. Dividend Equity ETF	118,536	5,033,358	222.94	4,914,822	204.44	2.41
DGRO - iShares Core Dividend Growth ETF	105,129	576,839	218.18	471,710	206.17	22.29
FUQIX - Fidelity SAI U.S. Quality Index Fund	66,227	812,180	218.18	745,953	206.17	8.88
GTLLX - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares	58,566	263,568	218.18	205,002	206.17	28.57
QYLD - Global X NASDAQ 100 Covered Call ETF	46,205	241,182	218.18	194,977	206.17	23.70
RSP - Invesco S&P 500 Equal Weight ETF	34,467	306,249	218.18	271,782	206.17	12.68
QQQM - Invesco NASDAQ 100 ETF	31,047	149,587	222.94	118,540	204.44	26.19
FSUVX - Fidelity SAI U.S. Low Volatility Index Fund	28,278	389,611	218.18	361,333	206.17	7.83
JENSX - The Jensen Quality Growth Fund Inc J Shares	26,000	1,732,000	222.94	1,706,000	204.44	1.52
NULV - Nuveen ESG Large-Cap Value ETF	22,662	107,796	218.18	85,134	206.17	26.62
Spire Wealth Management	22,095	25,769	210.02	3,674	227.54	601.39
QUAL - iShares Edge MSCI USA Quality Factor ETF	20,319	752,204	218.18	731,885	206.17	2.78
SPHQ - Invesco S&P 500 Quality ETF	16,437	236,026	218.18	219,589	206.17	7.49
CVSIX - Calamos Market Neutral Income Fund Class A	16,412	146,500	218.18	130,088	206.17	12.62
JHAAX - Multi-Asset Absolute Return Fund Class A	14,614	38,914	218.17	24,300	206.17	60.14
Chemung Canal Trust Co	14,399	18,777	210.04	4,378	227.50	328.89
SWPPX - Schwab S&P 500 Index Fund	14,306	760,893	218.18	746,587	206.17	1.92
State of Alaska, Department of Revenue	13,645	72,720	210.02	59,075	227.52	23.10

Recent Quarter 332 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Aaron Wealth Advisors LLC	1,474,517	6,540	209.94	1,481,057	4.39	-99.56
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares	195,667	2,580,507	218.18	2,776,174	206.17	-7.05
CAIBX - CAPITAL INCOME BUILDER Class A	83,000	1,453,400	218.18	1,536,400	206.17	-5.40
VDIGX - Vanguard Dividend Growth Fund Investor Shares	71,924	4,120,741	218.18	4,192,665	206.17	-1.72
Gradient Investments LLC	63,358	611	209.49	63,969	227.55	-99.04
SHAPX - ClearBridge Appreciation Fund Class A	42,544	521,478	218.18	564,022	206.17	-7.54
FXR - First Trust Industrials/Producer Durables AlphaDEX Fund	40,138	19,474	218.19	59,612	206.17	-67.33
RYT - Invesco S&P 500 Equal Weight Technology ETF	40,075	141,344	218.18	181,419	206.17	-22.09
Aegon Asset Management Uk Plc	33,399	453,486	0.21	486,885	0.23	-6.86
AWEIX - CIBC Atlas Disciplined Equity Fund Institutional Class Shares	29,222	53,735	218.18	82,957	206.17	-35.23
TOK - iShares MSCI Kokusai ETF	28,941	1,426	218.09	30,367	206.18	-95.30
Coho Partners, Ltd.	28,767	593,801	210.04	622,568	227.54	-4.62
FLCPX - Fidelity SAI U.S. Large Cap Index Fund	27,458	139,137	218.18	166,595	206.17	-16.48
Manning & Napier Group, LLC	26,882	116,994	210.03	143,876	227.53	-18.68
Truist Financial Corp	25,616	197,054	210.04	222,670	227.53	-11.50
CMVIX - Blackrock Advantage Large Cap Growth Fund Institutional	22,977	20,607	222.93	43,584	204.43	-52.72
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class	20,670	320,760	218.18	341,430	206.17	-6.05
AWIIX - CIBC Atlas Income Opportunities Fund Institutional Class	19,050	28,847	218.19	47,897	206.17	-39.77
VYM - Vanguard High Dividend Yield Index Fund ETF Shares	18,478	1,649,231	218.18	1,667,709	206.17	-1.11
Conning Inc.	16,743	202,088	209.76	218,831	227.39	-7.65

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 3 Previous Institutes closed Put Positions

Name	Previous Puts
Summit Partners Public Asset Management, Llc	0
Capula Management Ltd	0
Two Sigma Investments, Lp	0

Recent Quarter 1 Previous Institutes closed Call Positions

Name	Previous Calls
Oribel Capital Management, LP	0

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 1 Institutes Increased Short Positions

Name
KNGAX - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 1 Institutes Reduced Short Positions

Name
NCLIX - Nuance Concentrated Value Long-Short Fund Investor Class Shares

Past Week Analysis

Past Week 12 New Institutes added position

Name	Shares	PPS
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A	40,037	222.94
Artemis Investment Management LLP	32,039	210.59
Walker Asset Management, LLC	28,024	219.13
Wbi Investments, Inc.	16,993	209.91
McElhenny Sheffield Capital Management, LLC	4,558	209.96
BTC Capital Management, Inc.	1,913	210.14
Brightworth	1,509	210.07
OPPX - Corbett Road Tactical Opportunity ETF	1,455	222.68
Orion Capital Management LLC	250	212.00
Hexagon Capital Partners LLC	126	206.35
Bradley & Co. Private Wealth Management, LLC	22	227.27
Urban Wealth Management, LLC	0

Past Week 11 Institutes closed out their positions

Name	Shares	PPS
Hnp Capital Llc	8,193	227.51
Hohimer Wealth Management, Llc	1,018	227.90
HighTower Trust Services, LTA	6,210	227.54
IBM Retirement Fund	6,706	227.56
Pendal Group Ltd	2,937	227.44
O'Shares Investment Advisers, LLC	9,304	227.54
Urban Wealth Management, LLC
Retirement Solution Inc.	967	227.51
Gemmer Asset Management LLC	358	226.26
GraniteShares Advisors LLC	1,940	227.32
Sound Financial Strategies Group, LLC	7,042	227.49

Past Week 168 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Coho Partners, Ltd.	593,801	210.04	622,568	227.54
Boston Trust Walden Corp	526,718	210.04	533,879	227.54
Dearborn Partners Llc	321,875	210.04	322,788	227.54
Welch & Forbes Llc	260,591	210.04	262,000	227.54
Woodley Farra Manion Portfolio Management Inc	237,533	210.92	237,563	227.54
Conning Inc.	202,088	209.76	218,831	227.39
Truist Financial Corp	197,054	210.04	222,670	227.53
Strs Ohio	164,062	210.04	162,012	227.54
Allspring Global Investments Holdings, LLC	158,542	210.03	175,211	227.53
Coerente Capital Management	119,745	210.04	130,179	227.53
Stewart & Patten Co Llc	115,514	210.04	116,397	227.54
Howland Capital Management Llc	104,243	211.08	100,785	227.54
Regions Financial Corp	101,322	210.04	103,202	227.54
Baxter Bros Inc	88,193	210.04	89,482	227.54
WASHINGTON TRUST Co	87,061	210.04	87,822	227.54
Oregon Public Employees Retirement Fund	84,189	210.04	90,329	227.53
Trust Co Of Virginia /va	80,163	210.03	79,116	227.54
Tufton Capital Management	77,310	210.04	77,490	227.54
Guyasuta Investment Advisors Inc	66,198	210.04	66,614	227.53
Hendershot Investments Inc.	60,108	210.04	60,432	227.55
Stratos Wealth Partners, LTD.	56,160	210.04	56,508	227.54
Trust Co Of Vermont	54,535	210.03	54,463	227.55
Accredited Investors Inc.	51,189	210.05	51,198	227.55
Umb Bank N A/mo	51,019	210.04	53,789	227.54
Segment Wealth Management, LLC	50,739	210.04	48,919	227.54
Louisiana State Employees Retirement System	48,900	218.94	48,900	232.62
Granite Investment Partners, LLC	47,053	210.04	46,728	227.53
Violich Capital Management, Inc.	44,017	210.03	44,117	227.53
Monarch Capital Management Inc/	42,685	210.05	42,720	227.55
Hartford Investment Management Co	40,025	210.04	39,761	227.53
Bank Julius Baer & Co. Ltd, Zurich	39,897	210.04	40,441	227.54
Tower Bridge Advisors	38,226	210.04	39,186	227.53
Wealthfront Advisers Llc	34,403	210.04	37,034	227.55
Coastline Trust Co	29,700	210.07	29,790	227.53
DT Investment Partners, LLC	27,541	210.05	28,047	227.55
TFG Advisers LLC	27,301	210.03	27,440	227.55
Culbertson A N & Co Inc	26,709	210.04	27,039	227.52
Spire Wealth Management	25,769	210.02	3,674	227.54
Arcadia Investment Management Corp/mi	24,877	210.03	22,567	227.54
Sawyer & Company, Inc	23,739	210.03	24,466	227.54
New Mexico Educational Retirement Board	23,243	210.04	24,443	227.55
Carderock Capital Management Inc	23,185	210.05	23,983	227.54
Spinnaker Trust	22,787	210.03	20,207	227.54
William Allan, Llc	21,779	210.06	21,766	227.56
Hc Financial Advisors Inc	20,858	210.04	21,737	227.54
Geneos Wealth Management Inc.	20,223	213.22	19,404	227.53
Sandy Spring Bank	20,165	210.02	20,632	227.56
Covenant Asset Management, LLC	19,843	210.05	19,833	227.55
D.B. Root & Company, LLC	19,762	210.00	19,704	227.52
Capital Investment Counsel, Inc	17,468	210.04	17,565	227.55
Old National Bancorp /in/	16,409	210.07	9,307	227.57
Olstein Capital Management, L.P.	16,000	210.06	16,000	227.56
Ogorek Anthony Joseph /ny/ /adv	15,809	210.01	15,497	227.53
Altium Wealth Management LLC	15,799	210.01	14,877	227.53
Toth Financial Advisory Corp	15,761	210.01	16,041	227.54
American Research & Management Co.	15,742	210.01	15,832	227.51
Mountain Pacific Investment Advisers Inc/id	15,003	210.02	15,003	227.55
Mattern Wealth Management LLC	14,737	210.02	14,754	227.53
Washington Trust Advisors, Inc.	14,642	210.01	15,862	227.52
Eastern Bank	13,495	210.00	12,866	227.50
Exeter Financial, LLC	13,278	210.05	13,202	227.54
Legacy Advisors, LLC	13,120	211.05	10,427	228.54
Sumitomo Life Insurance Co	12,933	210.01	12,678	227.56
Hartford Financial Management Inc.	12,715	210.07	12,793	227.55
Argus Investors' Counsel, Inc.	12,673	210.05	12,499	227.54
Inverness Counsel Llc /ny/	11,774	210.04	11,974	227.58
Stratos Wealth Advisors, LLC	11,048	210.08	11,671	227.57
Forbes J M & Co Llp	10,569	210.05	10,623	227.53
Everett Harris & Co /ca/	9,882	210.08	9,892	227.56
Atlantic Union Bankshares Corp	9,828	210.11	10,589	227.50
LS Investment Advisors, LLC	9,768	210.07	9,278	227.53
Mitchell Sinkler & Starr/pa	9,200	210.00	8,405	227.48
Courier Capital Llc	9,043	210.00	8,193	227.51
Monte Financial Group, LLC	8,402	210.07	8,660	227.48
Townsend Asset Management Corp /nc/ /adv	8,173	210.08	8,398	227.55
Chicago Capital, LLC	7,902	210.07	7,202	227.58
Marshall Financial Group LLC	7,622	210.05	6,809	227.49
Savant Capital, LLC	7,268	210.10	7,095	227.63
Shufro Rose & Co Llc	7,145	210.08	6,118	227.53
Arrow Financial Corp	6,786	209.99	4,410	227.66
Mcdonald Partners Llc	6,736	210.07	6,675	227.57
Mitchell & Pahl Private Wealth, Llc	6,369	210.08	5,984	227.61
Beacon Investment Advisory Services, Inc.	6,164	210.09	7,295	227.55
Grant/GrossMendelsohn, LLC	6,084	212.20	6,084	229.45
Middleton & Co Inc/ma	5,649	210.13	5,769	227.60
Sequoia Financial Advisors, LLC	5,603	210.07	5,129	227.53
Liberty Capital Management, Inc.	5,584	210.06	5,584	227.61
GSB Wealth Management, LLC	5,256	210.05	5,598	227.58
Lester Murray Antman dba SimplyRich	5,228	210.02	5,228	227.43
Atwood & Palmer Inc	5,000	210.00	5,500	227.64
Cornell Pochily Investment Advisors, Inc.	4,981	210.00	5,450	227.52
Corundum Group, Inc.	4,856	210.05	3,784	227.54
Alpha Cubed Investments, LLC	4,556	210.05	4,546	227.45
Shore Point Advisors, LLC	4,554	210.14	4,554	227.49
Cadence Bank Na	4,368	209.94	4,368	227.56
Harbour Capital Advisors, LLC	4,155	210.11	4,155	227.44
First Hawaiian Bank	4,014	210.01	4,176	227.49
Shayne & Co., Llc	3,992	209.92	3,992	227.45
First Command Bank	3,963	210.19	8,280	227.54
First Command Financial Services, Inc.	3,963	210.19	8,280	227.54
Orca Investment Management, LLC	3,331	210.15	3,245	227.43
Baker Ellis Asset Management LLC	3,280	210.06	3,280	227.44
Argyle Capital Management Inc.	3,160	210.13	3,160	227.53
Aurora Private Wealth, Inc.	3,102	210.19	3,102	227.60
Wedbush Securities Inc	3,022	210.13	2,998	227.48
Brandywine Oak Private Wealth Llc	2,960	209.80	2,184	227.11
Rede Wealth, LLC	2,952	210.03	2,952	227.30
Grimes & Company, Inc.	2,931	210.17	2,883	227.54
BKD Wealth Advisors, LLC	2,850	209.82	2,757	227.42
Mcrae Capital Management Inc	2,731	210.18	2,702	227.61
Richwood Investment Advisors, LLC	2,710	209.96	2,525	227.72
Capital Investment Advisory Services, LLC	2,640	210.23	2,701	227.69
Institute for Wealth Management, LLC.	2,616	209.86	2,623	227.60
Aevitas Wealth Management, Inc.	2,506	209.90	2,498	227.38
PBMares Wealth Management LLC	2,446	210.14	2,446	227.72
First National Bank Sioux Falls	2,344	209.90	2,344	227.39
Omnia Family Wealth, LLC	2,300	210.87	2,300	228.70
Lincoln Capital LLC	2,126	210.25	2,126	227.66
CWA Asset Management Group, LLC	2,059	209.81	2,033	227.74
Exchange Traded Concepts, Llc	1,978	209.81	1,155	227.71
Dixon Hubard Feinour & Brown Inc/va	1,967	209.96	2,237	227.54
Charles Schwab Trust Co	1,860	210.22	1,860	227.42
Welch Group, LLC	1,859	209.79	1,859	227.54
Hemington Wealth Management	1,815	209.92	8,578	227.56
Measured Wealth Private Client Group, LLC	1,691	209.93	1,676	227.33
Secure Asset Management, LLC	1,639	209.88	1,657	227.52
CRA Financial Services, LLC	1,613	210.17	1,621	227.64
44 Wealth Management Llc	1,571	210.06	1,571	227.24
Endurance Wealth Management, Inc.	1,553	209.92	1,608	227.61
SNS Financial Group, LLC	1,514	211.36	1,495	227.42
G&S Capital LLC	1,475	210.17	1,475	227.80
Security Financial Services, INC.	1,415	209.89	1,400	227.86
Round Table Services, LLC	1,414	210.75	1,414	227.72
Cubic Asset Management, LLC	1,407	210.38	1,407	227.43
Aspiriant, Llc	1,406	211.24	1,383	227.04
Willner & Heller, Llc	1,363	209.83	1,351	246.48
Marotta Asset Management	1,354	213.44	1,411	227.50
Maryland Capital Advisors Inc.	1,289	210.24	1,250	227.20
Chesapeake Wealth Management	1,274	210.36	1,274	227.63
Alpha Omega Wealth Management LLC	1,220	209.84	1,220	227.87
Successful Portfolios LLC	1,126	210.48	1,132	227.92
Smith Anglin Financial, LLC	1,029	209.91	1,027	227.85
Freedom Day Solutions, LLC	1,027	210.32	994	227.36
P-Solve Investments Ltd	1,014	210.06	1,595	227.59
Patton Albertson Miller Group, Llc	1,013	210.27	1,067	227.74
Northstar Asset Management Llc	1,000	210.00	1,300	227.69
Pathway Financial Advisors LLC	1,000	210.00	1,000	228.00
SignalPoint Asset Management, LLC	985	209.14	985	227.41
Thompson Siegel & Walmsley Llc	975	210.26	3,822	227.63
Amplius Wealth Advisors, LLC	975	209.23	1,200	227.50
Annapolis Financial Services, LLC	920	209.78	920	227.17
Enterprise Trust & Investment Co	800	210.00	800	227.50
LeJeune Puetz Investment Counsel LLC	579	208.98	579	226.25
Charter Oak Capital Management, LLC	514	210.12	514	247.08
JNBA Financial Advisors	467	209.85	467	226.98
Canton Hathaway, LLC	420	209.52	420	228.57
Investors Research Corp	347	210.37	81	222.22
Tradewinds Capital Management, LLC	302	208.61	922	227.77
Bogart Wealth, LLC	279	211.47	279	225.81
Steward Financial Group LLC	235	208.51	187	224.60
Financial Connections Group, Inc.	223	206.28	223	224.22
First Personal Financial Services	220	209.09	220	227.27
Arlington Partners LLC	206	208.74	34	235.29
Byrne Asset Management LLC	200	210.00	6,344	227.62
Central Bank & Trust Co	200	210.00	200	230.00
PrairieView Partners, LLC	196	209.18	196	229.59
Corbenic Partners LLC	104	211.54	104	230.77
Private Ocean, LLC	68	205.88	68	220.59

Past Week 37 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
SCHD - Schwab U.S. Dividend Equity ETF	5,033,358	222.94	4,914,822	204.44
LBSAX - Columbia Dividend Income Fund Class A	2,012,558	222.94	2,010,471	204.44
SCHX - Schwab U.S. Large-Cap ETF	327,686	222.94	342,291	204.44
BGSIX - BlackRock Technology Opportunities Fund INSTITUTIONAL	298,134	222.94	295,428	204.44
SCHB - Schwab U.S. Broad Market ETF	212,892	222.94	211,820	204.44
SCHV - Schwab U.S. Large-Cap Value ETF	196,343	222.94	193,764	204.44
QQQM - Invesco NASDAQ 100 ETF	149,587	222.94	118,540	204.44
CTCAX - Columbia Global Technology Growth Fund Class A	95,667	222.94	98,037	204.44
FNDX - Schwab Fundamental U.S. Large Company Index ETF	74,439	222.93	66,907	204.43
CZMVX - Multi-Manager Value Strategies Fund Institutional Class	68,910	222.94	76,925	204.45
NEIAX - Columbia Large Cap Index Fund Class A	39,878	222.93	39,026	204.43
NDXKX - Nasdaq-100 Index Fund K Shares	36,648	222.93	36,648	204.43
PBUS - Invesco PureBeta MSCI USA ETF	26,382	222.96	25,816	204.45
SCHK - Schwab 1000 Index ETF	23,153	222.95	22,574	204.44
CMVIX - Blackrock Advantage Large Cap Growth Fund Institutional	20,607	222.93	43,584	204.43
ABWAX - AB All Market Total Return Portfolio Class A	19,563	222.92	20,319	204.44
Ghe, Llc	11,469	227.57	14,719	227.53
RWL - Invesco S&P 500 Revenue ETF	7,622	222.91	5,761	204.48
Aaron Wealth Advisors LLC	6,540	209.94	1,481,057	4.39
COPLX - Copley Fund Inc /nv/	4,975	222.91	4,975	204.42
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A	3,540	222.88	12,771	204.45
VHDAX - Voya U.S. High Dividend Low Volatility Fund Class A	3,050	222.95	3,470	204.32
DLCFX - Destinations Large Cap Equity Fund Class I	3,040	223.03	3,289	204.32
FNDB - Schwab Fundamental U.S. Broad Market Index ETF	2,835	222.93	2,680	204.48
PMSAX - Global Multi-Strategy Fund Class A	2,690	223.05	2,567	204.52
SPFIX - S&P 500 Index Fund Direct Shares	2,684	222.80	2,684	204.55
GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares	1,106	223.33	1,106	204.34
IUS - Invesco RAFI(TM) Strategic US ETF	1,059	222.85	1,680	204.17
SUPAX - DWS Multi-Asset Growth Allocation Fund Class A	959	223.15	1,004	204.18
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. Class A	831	222.62	831	204.57
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF	527	222.01	476	203.78
Family CFO Inc	400	210040.00	400	227.50
MRKYX - AB All Market Income Portfolio Advisor Class	397	224.18	1,139	204.57
AGIAX - AB Tax-Managed All Market Income Portfolio Class A	386	222.80	1,048	204.20
Pacifica Partners Inc.	85	211.76	108	203.70
USLB - Invesco Russell 1000 Low Beta Equal Weight ETF	78	217.95	86	209.30
Morton Brown Family Wealth, LLC	8	250.00	0

Past Week 71 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
SCHD - Schwab U.S. Dividend Equity ETF	118,536	5,033,358	222.94	4,914,822	204.44	2.41
QQQM - Invesco NASDAQ 100 ETF	31,047	149,587	222.94	118,540	204.44	26.19
Spire Wealth Management	22,095	25,769	210.02	3,674	227.54	601.39
FNDX - Schwab Fundamental U.S. Large Company Index ETF	7,532	74,439	222.93	66,907	204.43	11.26
Old National Bancorp /in/	7,102	16,409	210.07	9,307	227.57	76.31
Howland Capital Management Llc	3,458	104,243	211.08	100,785	227.54	3.43
BGSIX - BlackRock Technology Opportunities Fund INSTITUTIONAL	2,706	298,134	222.94	295,428	204.44	0.92
Legacy Advisors, LLC	2,693	13,120	211.05	10,427	228.54	25.83
Spinnaker Trust	2,580	22,787	210.03	20,207	227.54	12.77
SCHV - Schwab U.S. Large-Cap Value ETF	2,579	196,343	222.94	193,764	204.44	1.33
Arrow Financial Corp	2,376	6,786	209.99	4,410	227.66	53.88
Arcadia Investment Management Corp/mi	2,310	24,877	210.03	22,567	227.54	10.24
LBSAX - Columbia Dividend Income Fund Class A	2,087	2,012,558	222.94	2,010,471	204.44	0.10
Strs Ohio	2,050	164,062	210.04	162,012	227.54	1.27
RWL - Invesco S&P 500 Revenue ETF	1,861	7,622	222.91	5,761	204.48	32.30
Segment Wealth Management, LLC	1,820	50,739	210.04	48,919	227.54	3.72
Corundum Group, Inc.	1,072	4,856	210.05	3,784	227.54	28.33
SCHB - Schwab U.S. Broad Market ETF	1,072	212,892	222.94	211,820	204.44	0.51
Trust Co Of Virginia /va	1,047	80,163	210.03	79,116	227.54	1.32
Shufro Rose & Co Llc	1,027	7,145	210.08	6,118	227.53	16.79
Altium Wealth Management LLC	922	15,799	210.01	14,877	227.53	6.20
NEIAX - Columbia Large Cap Index Fund Class A	852	39,878	222.93	39,026	204.43	2.18
Courier Capital Llc	850	9,043	210.00	8,193	227.51	10.37
Exchange Traded Concepts, Llc	823	1,978	209.81	1,155	227.71	71.26
Geneos Wealth Management Inc.	819	20,223	213.22	19,404	227.53	4.22
Marshall Financial Group LLC	813	7,622	210.05	6,809	227.49	11.94
Mitchell Sinkler & Starr/pa	795	9,200	210.00	8,405	227.48	9.46
Brandywine Oak Private Wealth Llc	776	2,960	209.80	2,184	227.11	35.53
Chicago Capital, LLC	700	7,902	210.07	7,202	227.58	9.72
Eastern Bank	629	13,495	210.00	12,866	227.50	4.89
SCHK - Schwab 1000 Index ETF	579	23,153	222.95	22,574	204.44	2.56
PBUS - Invesco PureBeta MSCI USA ETF	566	26,382	222.96	25,816	204.45	2.19
LS Investment Advisors, LLC	490	9,768	210.07	9,278	227.53	5.28
Sequoia Financial Advisors, LLC	474	5,603	210.07	5,129	227.53	9.24
Mitchell & Pahl Private Wealth, Llc	385	6,369	210.08	5,984	227.61	6.43
Granite Investment Partners, LLC	325	47,053	210.04	46,728	227.53	0.70
Ogorek Anthony Joseph /ny/ /adv	312	15,809	210.01	15,497	227.53	2.01
Investors Research Corp	266	347	210.37	81	222.22	328.40
Hartford Investment Management Co	264	40,025	210.04	39,761	227.53	0.66
Sumitomo Life Insurance Co	255	12,933	210.01	12,678	227.56	2.01
Richwood Investment Advisors, LLC	185	2,710	209.96	2,525	227.72	7.33
Argus Investors' Counsel, Inc.	174	12,673	210.05	12,499	227.54	1.39
Savant Capital, LLC	173	7,268	210.10	7,095	227.63	2.44
Arlington Partners LLC	172	206	208.74	34	235.29	505.88
FNDB - Schwab Fundamental U.S. Broad Market Index ETF	155	2,835	222.93	2,680	204.48	5.78
PMSAX - Global Multi-Strategy Fund Class A	123	2,690	223.05	2,567	204.52	4.79
BKD Wealth Advisors, LLC	93	2,850	209.82	2,757	227.42	3.37
Orca Investment Management, LLC	86	3,331	210.15	3,245	227.43	2.65
Exeter Financial, LLC	76	13,278	210.05	13,202	227.54	0.58
Trust Co Of Vermont	72	54,535	210.03	54,463	227.55	0.13
Mcdonald Partners Llc	61	6,736	210.07	6,675	227.57	0.91
D.B. Root & Company, LLC	58	19,762	210.00	19,704	227.52	0.29
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF	51	527	222.01	476	203.78	10.71
Steward Financial Group LLC	48	235	208.51	187	224.60	25.67
Grimes & Company, Inc.	48	2,931	210.17	2,883	227.54	1.66
Maryland Capital Advisors Inc.	39	1,289	210.24	1,250	227.20	3.12
Freedom Day Solutions, LLC	33	1,027	210.32	994	227.36	3.32
Mcrae Capital Management Inc	29	2,731	210.18	2,702	227.61	1.07
CWA Asset Management Group, LLC	26	2,059	209.81	2,033	227.74	1.28
Wedbush Securities Inc	24	3,022	210.13	2,998	227.48	0.80
Aspiriant, Llc	23	1,406	211.24	1,383	227.04	1.66
SNS Financial Group, LLC	19	1,514	211.36	1,495	227.42	1.27
Security Financial Services, INC.	15	1,415	209.89	1,400	227.86	1.07
Measured Wealth Private Client Group, LLC	15	1,691	209.93	1,676	227.33	0.89
William Allan, Llc	13	21,779	210.06	21,766	227.56	0.06
Willner & Heller, Llc	12	1,363	209.83	1,351	246.48	0.89
Alpha Cubed Investments, LLC	10	4,556	210.05	4,546	227.45	0.22
Covenant Asset Management, LLC	10	19,843	210.05	19,833	227.55	0.05
Aevitas Wealth Management, Inc.	8	2,506	209.90	2,498	227.38	0.32
Morton Brown Family Wealth, LLC	8	8	250.00	0		0.00
Smith Anglin Financial, LLC	2	1,029	209.91	1,027	227.85	0.19

Past Week 87 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Aaron Wealth Advisors LLC	1,474,517	6,540	209.94	1,481,057	4.39	-99.56
Coho Partners, Ltd.	28,767	593,801	210.04	622,568	227.54	-4.62
Truist Financial Corp	25,616	197,054	210.04	222,670	227.53	-11.50
CMVIX - Blackrock Advantage Large Cap Growth Fund Institutional	22,977	20,607	222.93	43,584	204.43	-52.72
Conning Inc.	16,743	202,088	209.76	218,831	227.39	-7.65
Allspring Global Investments Holdings, LLC	16,669	158,542	210.03	175,211	227.53	-9.51
SCHX - Schwab U.S. Large-Cap ETF	14,605	327,686	222.94	342,291	204.44	-4.27
Coerente Capital Management	10,434	119,745	210.04	130,179	227.53	-8.02
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A	9,231	3,540	222.88	12,771	204.45	-72.28
CZMVX - Multi-Manager Value Strategies Fund Institutional Class	8,015	68,910	222.94	76,925	204.45	-10.42
Boston Trust Walden Corp	7,161	526,718	210.04	533,879	227.54	-1.34
Hemington Wealth Management	6,763	1,815	209.92	8,578	227.56	-78.84
Byrne Asset Management LLC	6,144	200	210.00	6,344	227.62	-96.85
Oregon Public Employees Retirement Fund	6,140	84,189	210.04	90,329	227.53	-6.80
First Command Financial Services, Inc.	4,317	3,963	210.19	8,280	227.54	-52.14
First Command Bank	4,317	3,963	210.19	8,280	227.54	-52.14
Ghe, Llc	3,250	11,469	227.57	14,719	227.53	-22.08
Thompson Siegel & Walmsley Llc	2,847	975	210.26	3,822	227.63	-74.49
Umb Bank N A/mo	2,770	51,019	210.04	53,789	227.54	-5.15
Wealthfront Advisers Llc	2,631	34,403	210.04	37,034	227.55	-7.10
CTCAX - Columbia Global Technology Growth Fund Class A	2,370	95,667	222.94	98,037	204.44	-2.42
Regions Financial Corp	1,880	101,322	210.04	103,202	227.54	-1.82
Welch & Forbes Llc	1,409	260,591	210.04	262,000	227.54	-0.54
Baxter Bros Inc	1,289	88,193	210.04	89,482	227.54	-1.44
Washington Trust Advisors, Inc.	1,220	14,642	210.01	15,862	227.52	-7.69
New Mexico Educational Retirement Board	1,200	23,243	210.04	24,443	227.55	-4.91
Beacon Investment Advisory Services, Inc.	1,131	6,164	210.09	7,295	227.55	-15.50
Tower Bridge Advisors	960	38,226	210.04	39,186	227.53	-2.45
Dearborn Partners Llc	913	321,875	210.04	322,788	227.54	-0.28
Stewart & Patten Co Llc	883	115,514	210.04	116,397	227.54	-0.76
Hc Financial Advisors Inc	879	20,858	210.04	21,737	227.54	-4.04
Carderock Capital Management Inc	798	23,185	210.05	23,983	227.54	-3.33
Atlantic Union Bankshares Corp	761	9,828	210.11	10,589	227.50	-7.19
WASHINGTON TRUST Co	761	87,061	210.04	87,822	227.54	-0.87
ABWAX - AB All Market Total Return Portfolio Class A	756	19,563	222.92	20,319	204.44	-3.72
MRKYX - AB All Market Income Portfolio Advisor Class	742	397	224.18	1,139	204.57	-65.14
Sawyer & Company, Inc	727	23,739	210.03	24,466	227.54	-2.97
AGIAX - AB Tax-Managed All Market Income Portfolio Class A	662	386	222.80	1,048	204.20	-63.17
Stratos Wealth Advisors, LLC	623	11,048	210.08	11,671	227.57	-5.34
IUS - Invesco RAFI(TM) Strategic US ETF	621	1,059	222.85	1,680	204.17	-36.96
Tradewinds Capital Management, LLC	620	302	208.61	922	227.77	-67.25
P-Solve Investments Ltd	581	1,014	210.06	1,595	227.59	-36.43
Bank Julius Baer & Co. Ltd, Zurich	544	39,897	210.04	40,441	227.54	-1.35
DT Investment Partners, LLC	506	27,541	210.05	28,047	227.55	-1.80
Atwood & Palmer Inc	500	5,000	210.00	5,500	227.64	-9.09
Cornell Pochily Investment Advisors, Inc.	469	4,981	210.00	5,450	227.52	-8.61
Sandy Spring Bank	467	20,165	210.02	20,632	227.56	-2.26
VHDAX - Voya U.S. High Dividend Low Volatility Fund Class A	420	3,050	222.95	3,470	204.32	-12.10
Guyasuta Investment Advisors Inc	416	66,198	210.04	66,614	227.53	-0.62
Stratos Wealth Partners, LTD.	348	56,160	210.04	56,508	227.54	-0.62
GSB Wealth Management, LLC	342	5,256	210.05	5,598	227.58	-6.11
Culbertson A N & Co Inc	330	26,709	210.04	27,039	227.52	-1.22
Hendershot Investments Inc.	324	60,108	210.04	60,432	227.55	-0.54
Northstar Asset Management Llc	300	1,000	210.00	1,300	227.69	-23.08
Toth Financial Advisory Corp	280	15,761	210.01	16,041	227.54	-1.75
Dixon Hubard Feinour & Brown Inc/va	270	1,967	209.96	2,237	227.54	-12.07
Monte Financial Group, LLC	258	8,402	210.07	8,660	227.48	-2.98
DLCFX - Destinations Large Cap Equity Fund Class I	249	3,040	223.03	3,289	204.32	-7.57
Townsend Asset Management Corp /nc/ /adv	225	8,173	210.08	8,398	227.55	-2.68
Amplius Wealth Advisors, LLC	225	975	209.23	1,200	227.50	-18.75
Inverness Counsel Llc /ny/	200	11,774	210.04	11,974	227.58	-1.67
Tufton Capital Management	180	77,310	210.04	77,490	227.54	-0.23
First Hawaiian Bank	162	4,014	210.01	4,176	227.49	-3.88
TFG Advisers LLC	139	27,301	210.03	27,440	227.55	-0.51
Middleton & Co Inc/ma	120	5,649	210.13	5,769	227.60	-2.08
Violich Capital Management, Inc.	100	44,017	210.03	44,117	227.53	-0.23
Capital Investment Counsel, Inc	97	17,468	210.04	17,565	227.55	-0.55
Coastline Trust Co	90	29,700	210.07	29,790	227.53	-0.30
American Research & Management Co.	90	15,742	210.01	15,832	227.51	-0.57
Hartford Financial Management Inc.	78	12,715	210.07	12,793	227.55	-0.61
Capital Investment Advisory Services, LLC	61	2,640	210.23	2,701	227.69	-2.26
Marotta Asset Management	57	1,354	213.44	1,411	227.50	-4.04
Endurance Wealth Management, Inc.	55	1,553	209.92	1,608	227.61	-3.42
Forbes J M & Co Llp	54	10,569	210.05	10,623	227.53	-0.51
Patton Albertson Miller Group, Llc	54	1,013	210.27	1,067	227.74	-5.06
SUPAX - DWS Multi-Asset Growth Allocation Fund Class A	45	959	223.15	1,004	204.18	-4.48
Monarch Capital Management Inc/	35	42,685	210.05	42,720	227.55	-0.08
Woodley Farra Manion Portfolio Management Inc	30	237,533	210.92	237,563	227.54	-0.01
Pacifica Partners Inc.	23	85	211.76	108	203.70	-21.30
Secure Asset Management, LLC	18	1,639	209.88	1,657	227.52	-1.09
Mattern Wealth Management LLC	17	14,737	210.02	14,754	227.53	-0.12
Everett Harris & Co /ca/	10	9,882	210.08	9,892	227.56	-0.10
Accredited Investors Inc.	9	51,189	210.05	51,198	227.55	-0.02
USLB - Invesco Russell 1000 Low Beta Equal Weight ETF	8	78	217.95	86	209.30	-9.30
CRA Financial Services, LLC	8	1,613	210.17	1,621	227.64	-0.49
Institute for Wealth Management, LLC.	7	2,616	209.86	2,623	227.60	-0.27
Successful Portfolios LLC	6	1,126	210.48	1,132	227.92	-0.53

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name