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 820 201.00 81.89 81.23
Previous Quarter 849 316.00 81.90 82.44

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 7 162 93 1 35 51
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 0 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 0 0 0 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 4 10 75 0 28 39
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 469 0.00 0.00 1,582,195 0.00 0.00
Previous Quarter 469 0.00 0.00 1,582,195 0.00 0.00

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
Envestnet Asset Management Inc 15,699,511 81.90
Bank Of America Corp /de/ 6,346,985 81.90
Wells Fargo & Company/mn 5,667,942 81.90
Northwestern Mutual Wealth Management Co 3,525,073 81.90
LPL Financial LLC 3,149,616 81.90
Morgan Stanley 3,065,827 81.90
Baird Financial Group, Inc. 2,303,664 81.90
Advisor Group Holdings, Inc. 2,124,599 86.50
Ameriprise Financial Inc 1,924,395 81.67
Lincoln National Corp 1,587,590 81.90
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional/Vanguard Total Bond Fund Service Class 1,582,195 81.90
Fmr Llc 1,497,539 81.90
Diana Davis Spencer Foundation 1,426,000 81.90
Royal Bank Of Canada 1,409,667 81.90
Bank of New York Mellon Corp 1,323,385 81.90
Jones Financial Companies Lllp 1,190,933 81.04
Efficient Advisors, LLC 1,153,269 81.90
Us Bancorp \de\ 1,082,119 81.90
Cambridge Investment Research Advisors, Inc. 1,017,184 77.65
UBS Group AG 1,000,509 81.90

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
Envestnet Asset Management Inc 15,699,511 81.90
Bank Of America Corp /de/ 6,346,985 81.90
Wells Fargo & Company/mn 5,667,942 81.90
Northwestern Mutual Wealth Management Co 3,525,073 81.90
LPL Financial LLC 3,149,616 81.90
Morgan Stanley 3,065,827 81.90
Baird Financial Group, Inc. 2,303,664 81.90
Advisor Group Holdings, Inc. 2,124,599 86.50
Ameriprise Financial Inc 1,924,395 81.67
Lincoln National Corp 1,587,590 81.90
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional/Vanguard Total Bond Fund Service Class 1,582,195 81.90
Fmr Llc 1,497,539 81.90
Diana Davis Spencer Foundation 1,426,000 81.90
Royal Bank Of Canada 1,409,667 81.90
Bank of New York Mellon Corp 1,323,385 81.90
Jones Financial Companies Lllp 1,190,933 81.04
Efficient Advisors, LLC 1,153,269 81.90
Cambridge Investment Research Advisors, Inc. 1,143,901 81.90
Us Bancorp \de\ 1,082,119 81.90
UBS Group AG 1,000,509 81.90

 

Recent Quarter Analysis

Name Shares PPS
Cooper Financial Group 13,454 77.67
Pure Financial Advisors, Inc. 3,692 77.74
Acropolis Investment Management, LLC 1,578 77.95
ACG Wealth 319 78.37
Sound Income Strategies, LLC 277 79.42
Independence Bank of Kentucky 20 100.00
Budros, Ruhlin & Roe, Inc. 0
Name Shares PPS
Ameritas Investment Corp 189,095 0.09
TDSE - Cabana Target Drawdown 16 ETF 105,180 85.77
Miracle Mile Advisors, LLC 58,782 81.90
C-J Advisory, Inc. 46,771 89.44
IFP Advisors, Inc 45,377 88.77
Smart Money Group LLC 42,380 81.90
Susquehanna International Group, Llp 42,167 81.89
Susquehanna International Group, Llp 42,167 81.89
Enterprise Bank & Trust Co 31,132 81.91
HBW Advisory Services LLC 23,525 81.91
Bbva Usa 21,933 89.45
Mid Atlantic Financial Management Inc/adv 18,490 89.45
Professional Planning 11,686 89.42
Homrich & Berg 10,797 89.47
Lake Street Financial Llc 4,011 82.02
Farr Miller & Washington Llc/dc 3,555 89.45
180 Wealth Advisors, Llc 2,607 78.63
Greenspring Advisors, LLC 2,583 82.08
Harbor Financial Services, Llc 2,430 89.30
West Bancorporation Inc 2,318 81.97
Carroll Financial Associates, Inc. 1,233 87.59
Herold Advisors, Inc. 1,169 81899.91
Investmark Advisory Group LLC 751 86.55
Exane Derivatives 750 81.33
Sargent Bickham Lagudis LLC 249 80.32
Future Financial Wealth Managment LLC 80 87.50
Dixon Hubard Feinour & Brown Inc/va
Citizens Financial Group Inc/ri
New Capital Management LP
Delos Wealth Advisors, LLC
Apollon Wealth Management, LLC
Asset Allocation & Management Company, LLC
Resources Management Corp /ct/ /adv
BEAM Asset Management, LLC
Truadvice, LLC
Capital Bank & Trust Co
Parisi Gray Wealth Management
Hanson & Doremus Investment Management
Ballew Advisors, Inc
Tru Independence Asset Management 2, Llc
Budros, Ruhlin & Roe, Inc.
Dowling & Yahnke Llc
Ibex Wealth Advisors
Chicago Capital, LLC
Absolute Capital Management, LLC
Bank Of Stockton
McMahon Financial Advisors, LLC
Good Life Advisors, LLC
Aries Wealth Management
Atlas Private Wealth Advisors
Paulson Wealth Management Inc.
Retirement Planning Co of New England, Inc.
Merriman Wealth Management, LLC
Private Portfolio Partners Llc
Putnam Fl Investment Management Co
Albion Financial Group /ut
Ten Capital Wealth Advisors, LLC
Birchcreek Wealth Management, LLC
Lbmc Investment Advisors, Llc
Axiom Financial Strategies, LLC
KFA Private Wealth Group, LLC
BlueSky Wealth Advisors, LLC
Pflug Koory, LLC
First Hawaiian Bank
Lifeworks Advisors, LLC
Jacobi Capital Management LLC
Wbh Advisory Inc
Bull Street Advisors, LLC
Eaton Vance Management
Eudaimonia Partners, LLC
Advisor Resource Council
Resources Investment Advisors, LLC.
Vanguard Group Inc
St. James Investment Advisors, LLC
Cooper/haims Advisors, Llc
Amplius Wealth Advisors, LLC
West Michigan Advisors, Llc
King Luther Capital Management Corp
ARS Wealth Advisors Group, LLC
Blueprint Investment Partners LLC
Elm Advisors, Llc
Widmann Financial Services, Inc.
Greenleaf Trust
DB Fitzpatrick & Co, Inc
Sterling Investment Advisors, Ltd.
Confluence Wealth Services, Inc.
Legacy Wealth Management, Inc
Emerald Investment Partners, Llc
Brickley Wealth Management
Claro Advisors LLC
Archetype Wealth Partners
Beaird Harris Wealth Management, LLC
SMI Advisory Services, LLC
Crestwood Advisors Group LLC
MidWestOne Financial Group, Inc.
Eudaimonia Advisors Llc
Fieldpoint Private Securities, LLC
United Capital Financial Advisers, Llc
WMS Partners, LLC
Collaborative Investment Series Trust - Adaptive Core ETF
Gables Capital Management Inc.
Lauterbach Financial Advisors, LLC
Schmidt P J Investment Management Inc
Pacitti Group Inc.
Renaissance Technologies Llc
Mcdonald Partners Llc
LifePro Asset Management
Wealthcare Advisory Partners LLC
First American Trust, Fsb
Barnett & Company, Inc.
Davis R M Inc
Two Sigma Securities, Llc
Redhawk Wealth Advisors, Inc.
Nicolet Bankshares Inc
Starfox Financial Services, LLC
Commerce Bank
Pallas Capital Advisors LLC
Graypoint LLC
Financial Insights, Inc.
Zions Bancorporation, N.A.
Certified Advisory Corp
Flow Traders U.s. Llc
Cahill Financial Advisors Inc
Eubel Brady & Suttman Asset Management Inc
Ml & R Wealth Management Llc
Moser Wealth Advisors, LLC
BHF RG Capital Inc.
Pacific Center for Financial Services
Hartland & Co., LLC
Financial Network Wealth Management LLC
JJJ Advisors Inc.
Brown Brothers Harriman & Co
Wealth Effects Llc
Kovitz Investment Group Partners, LLC
Huntington National Bank
Westwood Holdings Group Inc
PRW Wealth Management LLC
Signet Financial Management, Llc
PFG Advisors
DB Wealth Management Group, LLC
Colonial River Wealth Management, LLC
Intelligent Financial Strategies
StoneX Group Inc.
James Investment Research Inc
Aire Advisors, Llc
Burney Co/
Essex Private Wealth Management, LLC
Hm Payson & Co
Fifth Third Securities, Inc.
Collaborative Investment Series Trust - Mindful Conservative ETF
First Foundation Advisors
Capital Directions Investment Advisors, LLC
Mount Yale Investment Advisors, LLC
H&H Retirement Design & Management INC
Paragon Wealth Strategies, LLC
Ausdal Financial Partners, Inc.
Tranquilli Financial Advisor LLC
Spectrum Asset Management, Inc. (NB/CA)
Chilton Capital Management Llc
Ellis Investment Partners, LLC
Manufacturers Life Insurance Company, The
Smith Shellnut Wilson Llc /adv
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 1,017,184 77.65 1,143,901 81.90
TDSC - Cabana Target Drawdown 10 ETF 994,616 78.53 909,434 85.77
Brio Consultants, LLC 558,133 78.12 96,986 81.90
Highland Private Wealth Management 369,064 77.65 361,886 81.90
TDSB - Cabana Target Drawdown 7 ETF 324,584 78.53 300,582 85.77
Allworth Financial LP 292,967 77.65 264,578 81.90
Insight Wealth Partners, LLC 228,362 77.65 222,262 81.90
OLIO Financial Planning 218,681 77.65 171,108 81.90
Orion Portfolio Solutions, LLC 193,869 77.65 201,033 81.90
Brookstone Capital Management 184,228 77.36 201,003 79.42
Private Advisor Group, LLC 166,919 77.65 482,550 81.90
FC Advisory LLC 134,908 77.65 142,502 81.90
ForthRight Wealth Management, LLC 120,012 77.65 151,038 81.90
Wiser Wealth Management, Inc 116,268 77.65 107,286 81.90
Bremer Bank National Association 113,083 77.65 120,049 81.90
Austin Asset Management Co Inc 110,923 77.65 110,883 81.90
SWM Advisors 75,893 77.65 78,052 81.89
Platte River Wealth Advisors, LLC 65,166 77.65 46,146 81.89
Burleson & Company, LLC 64,581 77.65 58,215 81.90
EisnerAmper Wealth Management Corporate Benefits, LLC 47,562 77.65 44,015 81.90
Name Current Shares Current PPS Previous Shares Previous PPS
Massmutual Trust Co Fsb/adv 73,319 0.08 64,209 0.08
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Brio Consultants, LLC 461,147 558,133 78.12 96,986 81.90 475.48
TDSC - Cabana Target Drawdown 10 ETF 85,182 994,616 78.53 909,434 85.77 9.37
OLIO Financial Planning 47,573 218,681 77.65 171,108 81.90 27.80
First Heartland Consultants, Inc. 35,071 42,075 77.65 7,004 81.81 500.73
Allworth Financial LP 28,389 292,967 77.65 264,578 81.90 10.73
TDSB - Cabana Target Drawdown 7 ETF 24,002 324,584 78.53 300,582 85.77 7.99
Platte River Wealth Advisors, LLC 19,020 65,166 77.65 46,146 81.89 41.22
Parkside Financial Bank & Trust 16,547 39,724 77.66 23,177 81.89 71.39
BerganKDV Wealth Management, LLC 10,725 41,361 77.66 30,636 81.90 35.01
TDSA - Cabana Target Drawdown 5 ETF 9,952 43,986 78.52 34,034 85.77 29.24
Massmutual Trust Co Fsb/adv 9,110 73,319 0.08 64,209 0.08 14.19
Wiser Wealth Management, Inc 8,982 116,268 77.65 107,286 81.90 8.37
Highland Private Wealth Management 7,178 369,064 77.65 361,886 81.90 1.98
Burleson & Company, LLC 6,366 64,581 77.65 58,215 81.90 10.94
Insight Wealth Partners, LLC 6,100 228,362 77.65 222,262 81.90 2.74
Mayflower Financial Advisors, LLC 5,138 14,614 77.67 9,476 81.89 54.22
Soundmark Wealth Management, Llc 4,739 21,693 77.63 16,954 81.87 27.95
Raymond James Trust N.a. 4,152 19,778 77.66 15,626 81.91 26.57
Bromfield Sneider Wealth Advisors 3,841 7,685 77.68 3,844 81.95 99.92
EisnerAmper Wealth Management Corporate Benefits, LLC 3,547 47,562 77.65 44,015 81.90 8.06
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Private Advisor Group, LLC 315,631 166,919 77.65 482,550 81.90 -65.41
Adviser Investments LLC 260,684 20,391 77.63 281,075 81.90 -92.75
Cambridge Investment Research Advisors, Inc. 126,717 1,017,184 77.65 1,143,901 81.90 -11.08
AdvisorNet Financial, Inc 109,857 1,045 77.51 110,902 81.90 -99.06
Stokes Capital Advisors, LLC 89,818 42,030 77.66 131,848 81.90 -68.12
ForthRight Wealth Management, LLC 31,026 120,012 77.65 151,038 81.90 -20.54
Brookstone Capital Management 16,775 184,228 77.36 201,003 79.42 -8.35
Intergy Private Wealth, LLC 13,206 44,311 77.66 57,517 81.91 -22.96
FC Advisory LLC 7,594 134,908 77.65 142,502 81.90 -5.33
Orion Portfolio Solutions, LLC 7,164 193,869 77.65 201,033 81.90 -3.56
Marquette Asset Management, LLC 6,994 1,606 77.83 8,600 81.86 -81.33
Bremer Bank National Association 6,966 113,083 77.65 120,049 81.90 -5.80
Foundations Investment Advisors, LLC 6,556 3,196 77.91 9,752 79.37 -67.23
New Potomac Partners, LLC 3,800 8,982 77.60 12,782 81.91 -29.73
Transcend Wealth Collective, Llc 3,222 3,536 77.77 6,758 81.98 -47.68
DBK Financial Counsel, LLC 2,982 39,323 77.64 42,305 81.91 -7.05
Vista Wealth Management Group, LLC 2,945 6,383 78.18 9,328 81.90 -31.57
StrongBox Wealth, LLC 2,894 30,297 77.66 33,191 81.89 -8.72
Moseley Investment Management Inc 2,795 10,500 77.62 13,295 81.91 -21.02
Insight Folios Inc 2,372 5,337 77.57 7,709 81.85 -30.77
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Cooper Financial Group 13,454 77.67
Acropolis Investment Management, LLC 1,578 77.95
ACG Wealth 319 78.37
Sound Income Strategies, LLC 277 79.42
Name Shares PPS
Investmark Advisory Group LLC 751 86.55
Smart Money Group LLC 42,380 81.90
Greenspring Advisors, LLC 2,583 82.08
Herold Advisors, Inc. 1,169 81899.91
HBW Advisory Services LLC 23,525 81.91
West Bancorporation Inc 2,318 81.97
Exane Derivatives 750 81.33
Lake Street Financial Llc 4,011 82.02
Miracle Mile Advisors, LLC 58,782 81.90
Sargent Bickham Lagudis LLC 249 80.32
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 1,017,184 77.65 1,143,901 81.90
Brio Consultants, LLC 558,133 78.12 96,986 81.90
Highland Private Wealth Management 369,064 77.65 361,886 81.90
Allworth Financial LP 292,967 77.65 264,578 81.90
Insight Wealth Partners, LLC 228,362 77.65 222,262 81.90
OLIO Financial Planning 218,681 77.65 171,108 81.90
Orion Portfolio Solutions, LLC 193,869 77.65 201,033 81.90
Brookstone Capital Management 184,228 77.36 201,003 79.42
Private Advisor Group, LLC 166,919 77.65 482,550 81.90
FC Advisory LLC 134,908 77.65 142,502 81.90
ForthRight Wealth Management, LLC 120,012 77.65 151,038 81.90
Wiser Wealth Management, Inc 116,268 77.65 107,286 81.90
Austin Asset Management Co Inc 110,923 77.65 110,883 81.90
Burleson & Company, LLC 64,581 77.65 58,215 81.90
Intergy Private Wealth, LLC 44,311 77.66 57,517 81.91
First Heartland Consultants, Inc. 42,075 77.65 7,004 81.81
Stokes Capital Advisors, LLC 42,030 77.66 131,848 81.90
BerganKDV Wealth Management, LLC 41,361 77.66 30,636 81.90
Parkside Financial Bank & Trust 39,724 77.66 23,177 81.89
DBK Financial Counsel, LLC 39,323 77.64 42,305 81.91
Hurlow Wealth Management Group, Inc. 30,456 77.65 29,515 81.89
StrongBox Wealth, LLC 30,297 77.66 33,191 81.89
Baldrige Asset Management LLC 27,435 77.64 29,294 81.89
Arlington Financial Advisors, LLC 22,184 77.67 21,505 81.89
Eclectic Associates Inc /adv 22,010 77.65 18,973 81.91
Soundmark Wealth Management, Llc 21,693 77.63 16,954 81.87
Adviser Investments LLC 20,391 77.63 281,075 81.90
Raymond James Trust N.a. 19,778 77.66 15,626 81.91
Boenning & Scattergood, Inc. 16,547 77.66 18,316 81.90
Koshinski Asset Management, Inc. 15,248 0.07 15,269 81.93
Mayflower Financial Advisors, LLC 14,614 77.67 9,476 81.89
Calton & Associates, Inc. 14,541 77.64 15,969 81.85
Archford Capital Strategies, LLC 14,386 0.07 14,113 0.07
Marcum Wealth, LLC 14,157 77.63 14,271 81.91
Vista Private Wealth Partners. LLC 13,001 78.30 13,010 81.32
Moseley Investment Management Inc 10,500 77.62 13,295 81.91
New Potomac Partners, LLC 8,982 77.60 12,782 81.91
Evanson Asset Management, LLC 7,132 77.68 7,131 81.90
Joel Isaacson & Co., LLC 7,019 77.65 7,019 79.21
Vista Wealth Management Group, LLC 6,383 78.18 9,328 81.90
Acorn Financial Advisory Services Inc /adv 6,240 77.88 2,962 82.04
HB Wealth Management, LLC 6,221 77.64 8,216 81.91
Global Retirement Partners, LLC 5,951 77.63 6,108 79.08
Radnor Capital Management, LLC 5,912 77.64 5,912 81.87
Pacific Financial Group Inc 5,417 77.72 5,173 81.96
Insight Folios Inc 5,337 77.57 7,709 81.85
Everhart Financial Group, Inc. 4,867 77.67 5,086 81.99
Compass Advisory Group LLC 4,744 77.57 4,315 81.81
Flagship Harbor Advisors, Llc 4,739 77.65 4,774 81.90
Atticus Wealth Management, Llc 4,549 77.60 5,723 81.95
EWG Elevate Inc. 4,431 77.63 4,715 81.87
Alamar Capital Management, LLC 4,082 77.66 4,082 81.82
Dubuque Bank & Trust Co 4,055 77.68 4,055 81.87
Krilogy Financial LLC 3,743 77.75 4,030 81.89
Transcend Wealth Collective, Llc 3,536 77.77 6,758 81.98
Affiance Financial, LLC 3,317 77.78 3,015 81.92
Optimum Investment Advisors 3,300 77.58 2,100 81.90
Arden Trust Co 3,209 77.59 3,219 82.01
RGT Wealth Advisors, LLC 2,945 77.76 2,934 81.80
Zhang Financial LLC 2,806 77.69 2,972 81.76
Friedenthal Financial 2,735 77.51 3,654 81.83
Gradient Investments LLC 1,837 77.84 350 82.86
Marquette Asset Management, LLC 1,606 77.83 8,600 81.86
First Financial Corp /in/ 1,355 77.49 2,457 81.81
Pinnacle Bancorp, Inc. 1,099 77.34 1,099 81.89
Rosenberg Matthew Hamilton 706 77.90 1,138 81.72
Newbridge Financial Services Group, Inc. 670 77.61 929 81.81
Pittenger & Anderson Inc 550 78.18 550 81.82
CVA Family Office, LLC 455 76.92 454 81.50
Strategic Asset Management, LLC 445 78.65 404 81.68
Norway Savings Bank 360 77.78 360 80.56
Hoese & Co LLP 226 79.65 226 84.07
Valley National Advisers Inc 168 77.38 168 83.33
Tsfg, Llc 107 74.77 107 84.11
Cedar Mountain Advisors, LLC 83 72.29 218 82.57
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Brio Consultants, LLC 461,147 558,133 78.12 96,986 81.90 475.48
OLIO Financial Planning 47,573 218,681 77.65 171,108 81.90 27.80
First Heartland Consultants, Inc. 35,071 42,075 77.65 7,004 81.81 500.73
Allworth Financial LP 28,389 292,967 77.65 264,578 81.90 10.73
Parkside Financial Bank & Trust 16,547 39,724 77.66 23,177 81.89 71.39
BerganKDV Wealth Management, LLC 10,725 41,361 77.66 30,636 81.90 35.01
Wiser Wealth Management, Inc 8,982 116,268 77.65 107,286 81.90 8.37
Highland Private Wealth Management 7,178 369,064 77.65 361,886 81.90 1.98
Burleson & Company, LLC 6,366 64,581 77.65 58,215 81.90 10.94
Insight Wealth Partners, LLC 6,100 228,362 77.65 222,262 81.90 2.74
Mayflower Financial Advisors, LLC 5,138 14,614 77.67 9,476 81.89 54.22
Soundmark Wealth Management, Llc 4,739 21,693 77.63 16,954 81.87 27.95
Raymond James Trust N.a. 4,152 19,778 77.66 15,626 81.91 26.57
Acorn Financial Advisory Services Inc /adv 3,278 6,240 77.88 2,962 82.04 110.67
Eclectic Associates Inc /adv 3,037 22,010 77.65 18,973 81.91 16.01
Gradient Investments LLC 1,487 1,837 77.84 350 82.86 424.86
Optimum Investment Advisors 1,200 3,300 77.58 2,100 81.90 57.14
Hurlow Wealth Management Group, Inc. 941 30,456 77.65 29,515 81.89 3.19
Arlington Financial Advisors, LLC 679 22,184 77.67 21,505 81.89 3.16
Compass Advisory Group LLC 429 4,744 77.57 4,315 81.81 9.94
Affiance Financial, LLC 302 3,317 77.78 3,015 81.92 10.02
Archford Capital Strategies, LLC 273 14,386 0.07 14,113 0.07 1.93
Pacific Financial Group Inc 244 5,417 77.72 5,173 81.96 4.72
Strategic Asset Management, LLC 41 445 78.65 404 81.68 10.15
Austin Asset Management Co Inc 40 110,923 77.65 110,883 81.90 0.04
RGT Wealth Advisors, LLC 11 2,945 77.76 2,934 81.80 0.37
Evanson Asset Management, LLC 1 7,132 77.68 7,131 81.90 0.01
CVA Family Office, LLC 1 455 76.92 454 81.50 0.22
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Private Advisor Group, LLC 315,631 166,919 77.65 482,550 81.90 -65.41
Adviser Investments LLC 260,684 20,391 77.63 281,075 81.90 -92.75
Cambridge Investment Research Advisors, Inc. 126,717 1,017,184 77.65 1,143,901 81.90 -11.08
Stokes Capital Advisors, LLC 89,818 42,030 77.66 131,848 81.90 -68.12
ForthRight Wealth Management, LLC 31,026 120,012 77.65 151,038 81.90 -20.54
Brookstone Capital Management 16,775 184,228 77.36 201,003 79.42 -8.35
Intergy Private Wealth, LLC 13,206 44,311 77.66 57,517 81.91 -22.96
FC Advisory LLC 7,594 134,908 77.65 142,502 81.90 -5.33
Orion Portfolio Solutions, LLC 7,164 193,869 77.65 201,033 81.90 -3.56
Marquette Asset Management, LLC 6,994 1,606 77.83 8,600 81.86 -81.33
New Potomac Partners, LLC 3,800 8,982 77.60 12,782 81.91 -29.73
Transcend Wealth Collective, Llc 3,222 3,536 77.77 6,758 81.98 -47.68
DBK Financial Counsel, LLC 2,982 39,323 77.64 42,305 81.91 -7.05
Vista Wealth Management Group, LLC 2,945 6,383 78.18 9,328 81.90 -31.57
StrongBox Wealth, LLC 2,894 30,297 77.66 33,191 81.89 -8.72
Moseley Investment Management Inc 2,795 10,500 77.62 13,295 81.91 -21.02
Insight Folios Inc 2,372 5,337 77.57 7,709 81.85 -30.77
HB Wealth Management, LLC 1,995 6,221 77.64 8,216 81.91 -24.28
Baldrige Asset Management LLC 1,859 27,435 77.64 29,294 81.89 -6.35
Boenning & Scattergood, Inc. 1,769 16,547 77.66 18,316 81.90 -9.66
Calton & Associates, Inc. 1,428 14,541 77.64 15,969 81.85 -8.94
Atticus Wealth Management, Llc 1,174 4,549 77.60 5,723 81.95 -20.51
First Financial Corp /in/ 1,102 1,355 77.49 2,457 81.81 -44.85
Friedenthal Financial 919 2,735 77.51 3,654 81.83 -25.15
Rosenberg Matthew Hamilton 432 706 77.90 1,138 81.72 -37.96
Krilogy Financial LLC 287 3,743 77.75 4,030 81.89 -7.12
EWG Elevate Inc. 284 4,431 77.63 4,715 81.87 -6.02
Newbridge Financial Services Group, Inc. 259 670 77.61 929 81.81 -27.88
Everhart Financial Group, Inc. 219 4,867 77.67 5,086 81.99 -4.31
Zhang Financial LLC 166 2,806 77.69 2,972 81.76 -5.59
Global Retirement Partners, LLC 157 5,951 77.63 6,108 79.08 -2.57
Arkadios Wealth Advisors 156 2,587 2,743 -5.69
Cedar Mountain Advisors, LLC 135 83 72.29 218 82.57 -61.93
Marcum Wealth, LLC 114 14,157 77.63 14,271 81.91 -0.80
Tompkins Financial Corp 47 47 85.11 94 85.11 -50.00
Flagship Harbor Advisors, Llc 35 4,739 77.65 4,774 81.90 -0.73
Koshinski Asset Management, Inc. 21 15,248 0.07 15,269 81.93 -0.14
Arden Trust Co 10 3,209 77.59 3,219 82.01 -0.31
Vista Private Wealth Partners. LLC 9 13,001 78.30 13,010 81.32 -0.07
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Name Increased Puts Current Puts Previous Puts Percentage Increase
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Name Reduced Puts Current Puts Previous Puts Percent Decrease
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