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 447 91.00 89.72 94.40
Previous Quarter 502 97.00 95.25 99.43

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 18 183 272 11 114 137
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 1 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 7 24 109 4 47 57
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 0 0.00 0.00 0 0.00 0.00
Previous Quarter 7 0.00 0.00 0 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 1,338,380 89.72
Morgan Stanley 1,238,222 89.72
Cwm, Llc 1,195,592 89.72
Mercer Global Advisors Inc /adv 844,378 89.72
Wells Fargo & Company/mn 648,562 89.72
Royal Bank Of Canada 587,858 89.72
Brinker Capital Investments, LLC 572,528 89.72
Bank Of America Corp /de/ 515,081 89.72
Your Advocates Ltd., LLP 428,369 89.72
Scotia Capital Inc. 376,959 89.72
Raymond James Financial Services Advisors, Inc. 333,836 89.72
LPL Financial LLC 330,299 89.72
GeoWealth Management, LLC 298,922 89.72
Flaharty Asset Management, LLC 293,657 89.72
UBS Group AG 287,908 89.72
Jane Street Group, Llc 274,527 89.72
Advisor Group Holdings, Inc. 272,872 89.75
Stifel Financial Corp 268,896 89.73
Hudson Capital Management LLC 230,101 89.72
Captrust Financial Advisors 226,633 95.25

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 1,386,057 95.25
Morgan Stanley 1,307,811 95.25
Cwm, Llc 995,489 95.25
Mercer Global Advisors Inc /adv 846,138 95.25
Wells Fargo & Company/mn 737,089 95.25
Royal Bank Of Canada 701,511 95.25
Brinker Capital Investments, LLC 603,957 95.25
Bank Of America Corp /de/ 550,575 95.25
UBS Group AG 462,583 95.25
Your Advocates Ltd., LLP 439,334 95.25
LPL Financial LLC 366,359 95.25
Scotia Capital Inc. 362,763 95.25
Raymond James Financial Services Advisors, Inc. 330,161 95.25
Jpmorgan Chase & Co 306,800 95.25
GeoWealth Management, LLC 279,718 95.26
Stifel Financial Corp 265,374 95.25
Flaharty Asset Management, LLC 262,615 95.25
Raymond James & Associates 252,344 95.25
Hudson Capital Management LLC 236,651 95.25
HighTower Advisors, LLC 233,890 95.29

 

Recent Quarter Analysis

Name Shares PPS
Strategic Wealth Advisors Group, LLC 32,440 0.09
TD Capital Management LLC 18,311 89.73
Mayflower Financial Advisors, LLC 15,081 89.72
Essential Planning, LLC. 12,562 89.64
Vista Private Wealth Partners. LLC 10,286 90.03
Mather Group, Llc. 10,138 89.76
Activest Wealth Management 9,048 89.74
Mariner, LLC 8,454 89.66
Sequoia Financial Advisors, LLC 6,289 89.68
Hutchens & Kramer Investment Management Group, LLC 2,369 89.91
Cary Street Partners Asset Management Llc 2,341 89.71
Larson Financial Group LLC 1,370 89.78
Farmers & Merchants Investments Inc 843 90.15
Umb Bank N A/mo 45 88.89
Householder Group Estate & Retirement Specialist, LLC 32 62.50
Wipfli Financial Advisors Llc, 1
Money Concepts Capital Corp 0
Avidian Wealth Solutions, LLC 0
Name Shares PPS
Susquehanna International Group, Llp 183,322 95.25
WealthPLAN Partners, LLC 131,871 97.67
Seascape Capital Management 91,515 95.25
CFO4Life Group, LLC 67,539 95.22
WJ Interests, LLC 50,691 95.24
Silverhawk Asset Management, Llc 45,419 95.25
MBL Wealth, LLC 27,115 101.79
Astoria Portfolio Advisors LLC. 20,660 95.26
Connecticut Wealth Management, LLC 19,416 95.23
Winfield Associates, Inc. 17,439 101.78
NEXT Financial Group, Inc 13,041 109.42
Anfield Capital Management, LLC 11,910 109.40
TD Capital Management LLC 9,115 95.23
Stringer Asset Management, Llc 8,724 95.25
Motive Wealth Advisors 7,350 95.24
Forbes J M & Co Llp 6,811 95.29
Emery Howard Portfolio Management, Inc. 6,806 109.46
Advisor Resource Council 6,373 95.25
Choate Investment Advisors 5,647 95.27
Sanctuary Wealth Management, L.L.C. 5,342 95.28
Ameriprise Financial Inc 3,629 95.34
Renaissance Technologies Llc 3,600 95.28
SILVER OAK SECURITIES, Inc 3,555 96.48
Paradigm Financial Advisors, LLC 3,548 109.36
Capital One Financial Corp 3,510 101.71
NewSquare Capital LLC 3,458 95.14
Wealth Architects, LLC 3,250 95.38
Slow Capital, Inc. 3,130 95.21
Meristem Family Wealth, LLC 3,000 101.67
Mendel Money Management 2,856 95.24
Aspiriant, Llc 2,846 95.22
Mission Wealth Management, Lp 2,838 95.14
Cresset Asset Management, LLC 2,771 95.27
Johnson Bixby & Associates, LLC 2,761 95.26
Credit Suisse Ag/ 2,711 95.17
Overbrook Management Corp 2,700 95.19
McKinley Carter Wealth Services, Inc. 2,633 95.33
Lifeworks Advisors, LLC 2,624 95.27
AlphaStar Capital Management, LLC 2,544 95.13
Balasa Dinverno & Foltz Llc 2,512 95.14
Avidian Wealth Solutions, LLC 2,503 95.09
Advisory Alpha, LLC 2,491 95.14
Cairn Investment Group, Inc. 2,450 95.10
One Capital Management, LLC 2,385 95.18
Two Sigma Securities, Llc 2,371 95.32
Keudell/Morrison Wealth Management 2,365 95.14
Prime Capital Investment Advisors, LLC 2,314 95.07
Vontobel Holding Ltd. 2,275 110.77
Trustmark National Bank Trust Department 2,200 95.45
Financial Advocates Investment Management 2,115 95.51
LFA - Lugano Financial Advisors SA 2,005 94.76
Prospera Financial Services Inc 1,729 95.43
Total Clarity Wealth Management, Inc. 1,635 95.41
Nauset Wealth Management. LLC 880 102.27
Concord Wealth Partners 765 95.42
Cyrus J. Lawrence, LLC 650 95.38
Financial Management Professionals, Inc. 487 94.46
Graves-Light Private Wealth Management, Inc. 412 94.66
Baldwin Brothers Inc/ma 300 96.67
Nvwm, Llc 243 94.65
Ahrens Investment Partners LLC 125 96.00
Carroll Financial Associates, Inc. 120 108.33
Reilly Financial Advisors, Llc 112 107.14
PrairieView Partners, LLC 100 100.00
Stonebridge Capital Advisors LLC 42 95.24
Bnp Paribas Arbitrage, Sa 25 80.00
AlphaCore Capital LLC 8 125.00
BlackRock Inc. 7 142.86
Capital Asset Advisory Services LLC 5
Barclays Plc
Legacy Wealth Management, Inc
U.S. Capital Wealth Advisors, LLC
Founders Financial Alliance, LLC
Symphony Financial, Ltd. Co.
55i, Llc
Sandy Spring Bank
RPg Family Wealth Advisory, LLC
Cranbrook Wealth Management, LLC
Jones Financial Companies Lllp
Merit Financial Group, LLC
Calton & Associates, Inc.
VisionPoint Advisory Group, LLC
Jefferies Group LLC
King Luther Capital Management Corp
Mutual Advisors, LLC
Summit Financial Wealth Advisors, LLC
Confluence Wealth Services, Inc.
Cerity Partners LLC
Jacobi Capital Management LLC
Vestmark Advisory Solutions, Inc.
Stone House Investment Management, LLC
Bank Hapoalim Bm
Mirae Asset Global Investments Co., Ltd.
Optimum Investment Advisors
Money Concepts Capital Corp
MFUL - Mindful Conservative ETF
Verus Capital Partners, Llc
Level Four Advisory Services, Llc
Alpha Cubed Investments, LLC
1832 Asset Management L.P.
Financial Advisory Service, Inc.
Greatmark Investment Partners, Inc.
Townsquare Capital Llc
Private Ocean, LLC
StoneX Group Inc.
Key FInancial Inc
Kovack Advisors, Inc.
Vista Investment Management
XML Financial, LLC
Wetherby Asset Management Inc
Thrivent Financial For Lutherans
Providence Capital Advisors, LLC
Eagle Strategies LLC
Ford Financial Group, LLC
Cedar Brook Financial Partners, LLC
Evolution Wealth Advisors, LLC
Bouvel Investment Partners, LLC
Aquire Wealth Advisors, LLC
FRG Family Wealth Advisors LLC
Lloyd Advisory Services, LLC.
Eaton Vance Management
Gemmer Asset Management LLC
Curi Wealth Management, LLC
Fure Financial Corp
Granite Bay Wealth Management, LLC
Tcwp Llc
Comprehensive Financial Consultants Institutional, Inc.
Frisch Financial Group, Inc.
Relative Value Partners Group, LLC
Liberty Wealth Management Llc
RWM Asset Management, LLC
Valmark Advisers, Inc.
Perigon Wealth Management, LLC
TFG Advisers LLC
Meeder Asset Management Inc
Strategic Wealth Partners, Ltd.
Colony Group Llc
Lenox Wealth Advisors, LLC
RMR Wealth Builders
Clear Perspectives Financial Planning, LLC
Parisi Gray Wealth Management
Benedict Financial Advisors Inc
Valicenti Advisory Services Inc
Salem Investment Counselors Inc
Elk River Wealth Management, LLC
Consolidated Planning Corp
Waypoint Wealth Partners Inc.
Inscription Capital, LLC
Delta Asset Management Llc/tn
Rockefeller Capital Management L.P.
Fifth Third Bancorp
Round Rock Advisors, LLC
Fortitude Advisory Group L.L.C.
Glassman Wealth Services
Ellevest, Inc.
Legacy Financial Strategies, LLC
Princeton Global Asset Management LLC
Huntington National Bank
Investors Financial Group, LLC
EPG Wealth Management LLC
Signaturefd, Llc
Enterprise Financial Services Corp
Merriman Wealth Management, LLC
Smart Money Group LLC
Main Street Financial Solutions, LLC
Leavell Investment Management, Inc.
JNBA Financial Advisors
Girard Partners Ltd.
Barry Investment Advisors, LLC
First Horizon Advisors, Inc.
Cpwm, Llc
Bridgeworth, LLC
Latitude Advisors, LLC
Atlas Private Wealth Advisors
Qube Research & Technologies Ltd
Financial Avengers, Inc.
Avidian Wealth Solutions, LLC
Halbert Hargrove Global Advisors, Llc
Kingsview Wealth Management, LLC
Herold Advisors, Inc.
Money Concepts Capital Corp
Zimmermann Investment Management & Planning Llc
Wedbush Securities Inc
Name Current Shares Current PPS Previous Shares Previous PPS
Envestnet Asset Management Inc 1,338,380 89.72 1,386,057 95.25
Morgan Stanley 1,238,222 89.72 1,307,811 95.25
Cwm, Llc 1,195,592 89.72 995,489 95.25
Mercer Global Advisors Inc /adv 844,378 89.72 846,138 95.25
Wells Fargo & Company/mn 648,562 89.72 737,089 95.25
Royal Bank Of Canada 587,858 89.72 701,511 95.25
Brinker Capital Investments, LLC 572,528 89.72 603,957 95.25
Bank Of America Corp /de/ 515,081 89.72 550,575 95.25
Your Advocates Ltd., LLP 428,369 89.72 439,334 95.25
Scotia Capital Inc. 376,959 89.72 362,763 95.25
Raymond James Financial Services Advisors, Inc. 333,836 89.72 330,161 95.25
LPL Financial LLC 330,299 89.72 366,359 95.25
GeoWealth Management, LLC 298,922 89.72 279,718 95.26
Flaharty Asset Management, LLC 293,657 89.72 262,615 95.25
UBS Group AG 287,908 89.72 462,583 95.25
Advisor Group Holdings, Inc. 272,872 89.75 210,634 95.28
Stifel Financial Corp 268,896 89.73 265,374 95.25
Hudson Capital Management LLC 230,101 89.72 236,651 95.25
Fragasso Group Inc. 220,998 89.72 212,093 95.25
Cambridge Investment Research Advisors, Inc. 220,298 89.72 226,509 95.25
Name Current Shares Current PPS Previous Shares Previous PPS
Jane Street Group, Llc 274,527 89.72 0
WCG Wealth Advisors LLC 178,378 98.16 187,844 95.25
Csenge Advisory Group 52,900 0.09 43,684 0.09
Sowell Financial Services LLC 39,898 89.73 156,625 66.30
Steward Partners Investment Advisory, Llc 29,090 0.10 29,687 0.10
Brookstone Capital Management 15,666 88.73 0
Koshinski Asset Management, Inc. 13,714 0.07 13,820 0.07
Delta Investment Management, LLC 7,600 89.74 0
IFP Advisors, Inc 4,959 109.70 5,063 109.03
Coastal Investment Advisors, Inc. 925 89.73 0
PSI Advisors, LLC 8 125.00 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Jane Street Group, Llc 274,527 274,527 89.72 0 0.00
Cwm, Llc 200,103 1,195,592 89.72 995,489 95.25 20.10
National Asset Management, Inc. 113,801 118,658 89.73 4,857 95.33 2343.03
Quantitative Advantage, LLC 89,609 178,793 89.72 89,184 95.25 100.48
Advisor Group Holdings, Inc. 62,238 272,872 89.75 210,634 95.28 29.55
Resources Investment Advisors, LLC. 50,003 60,015 89.73 10,012 95.29 499.43
Hamilton Wealth, LLC 46,023 177,884 89.72 131,861 95.25 34.90
Flaharty Asset Management, LLC 31,042 293,657 89.72 262,615 95.25 11.82
Wealthcare Advisory Partners LLC 29,951 73,498 89.72 43,547 95.25 68.78
BKD Wealth Advisors, LLC 22,436 196,167 89.72 173,731 95.25 12.91
Regis Management CO LLC 20,419 176,797 89.72 156,378 95.25 13.06
GeoWealth Management, LLC 19,204 298,922 89.72 279,718 95.26 6.87
FSM Wealth Advisors, LLC 16,300 39,528 89.71 23,228 96.65 70.17
Brookstone Capital Management 15,666 15,666 88.73 0 0.00
Arbor Trust Wealth Advisors, Llc 15,414 42,707 89.92 27,293 95.26 56.48
Treasure Coast Financial Planning 14,814 122,258 89.72 107,444 95.25 13.79
Scotia Capital Inc. 14,196 376,959 89.72 362,763 95.25 3.91
Old Mission Capital Llc 12,205 16,741 89.72 4,536 95.24 269.07
Andesa Financial Management Inc. 11,387 14,790 89.66 3,403 95.21 334.62
Total Investment Management Inc 11,227 165,951 89.72 154,724 95.25 7.26
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
UBS Group AG 174,675 287,908 89.72 462,583 95.25 -37.76
Raymond James & Associates 146,447 105,897 89.72 252,344 95.25 -58.03
Roger Wittlin Investment Advisory, LLC 136,699 13,344 49.31 150,043 95.25 -91.11
Sowell Financial Services LLC 116,727 39,898 89.73 156,625 66.30 -74.53
Royal Bank Of Canada 113,653 587,858 89.72 701,511 95.25 -16.20
Jpmorgan Chase & Co 95,845 210,955 89.72 306,800 95.25 -31.24
Wells Fargo & Company/mn 88,527 648,562 89.72 737,089 95.25 -12.01
GM Advisory Group, Inc. 84,905 36,128 89.71 121,033 95.25 -70.15
Private Advisor Group, LLC 75,279 34,027 89.72 109,306 95.26 -68.87
Morgan Stanley 69,589 1,238,222 89.72 1,307,811 95.25 -5.32
Patton Albertson Miller Group, Llc 56,808 8,443 89.78 65,251 95.25 -87.06
Commonwealth Equity Services, Llc 55,820 144,846 89.72 200,666 95.25 -27.82
Envestnet Asset Management Inc 47,677 1,338,380 89.72 1,386,057 95.25 -3.44
HighTower Advisors, LLC 44,801 189,089 89.71 233,890 95.29 -19.15
LPL Financial LLC 36,060 330,299 89.72 366,359 95.25 -9.84
Bank Of America Corp /de/ 35,494 515,081 89.72 550,575 95.25 -6.45
Susquehanna International Group, Llp 34,822 148,500 89.72 183,322 95.25 -18.99
Brinker Capital Investments, LLC 31,429 572,528 89.72 603,957 95.25 -5.20
Visionary Wealth Advisors 27,609 44,094 89.72 71,703 95.25 -38.50
Stephenson National Bank & Trust 23,531 32,085 89.73 55,616 95.24 -42.31
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Herold Advisors, Inc. 0
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
Strategic Wealth Advisors Group, LLC 32,440 0.09
TD Capital Management LLC 18,311 89.73
Essential Planning, LLC. 12,562 89.64
Mather Group, Llc. 10,138 89.76
Mariner, LLC 8,454 89.66
Hutchens & Kramer Investment Management Group, LLC 2,369 89.91
Cary Street Partners Asset Management Llc 2,341 89.71
Name Shares PPS
Mendel Money Management 2,856 95.24
Ameriprise Financial Inc 3,629 95.34
One Capital Management, LLC 2,385 95.18
Two Sigma Securities, Llc 2,371 95.32
Overbrook Management Corp 2,700 95.19
Bnp Paribas Arbitrage, Sa 25 80.00
Forbes J M & Co Llp 6,811 95.29
Cyrus J. Lawrence, LLC 650 95.38
Sanctuary Wealth Management, L.L.C. 5,342 95.28
Capital Asset Advisory Services LLC 5
Renaissance Technologies Llc 3,600 95.28
Nvwm, Llc 243 94.65
Lifeworks Advisors, LLC 2,624 95.27
Cresset Asset Management, LLC 2,771 95.27
Choate Investment Advisors 5,647 95.27
Graves-Light Private Wealth Management, Inc. 412 94.66
Stonebridge Capital Advisors LLC 42 95.24
Financial Advocates Investment Management 2,115 95.51
Meristem Family Wealth, LLC 3,000 101.67
AlphaCore Capital LLC 8 125.00
Concord Wealth Partners 765 95.42
Stringer Asset Management, Llc 8,724 95.25
Credit Suisse Ag/ 2,711 95.17
Trustmark National Bank Trust Department 2,200 95.45
Name Current Shares Current PPS Previous Shares Previous PPS
Envestnet Asset Management Inc 1,338,380 89.72 1,386,057 95.25
Morgan Stanley 1,238,222 89.72 1,307,811 95.25
Mercer Global Advisors Inc /adv 844,378 89.72 846,138 95.25
Wells Fargo & Company/mn 648,562 89.72 737,089 95.25
Royal Bank Of Canada 587,858 89.72 701,511 95.25
Bank Of America Corp /de/ 515,081 89.72 550,575 95.25
Your Advocates Ltd., LLP 428,369 89.72 439,334 95.25
Scotia Capital Inc. 376,959 89.72 362,763 95.25
LPL Financial LLC 330,299 89.72 366,359 95.25
GeoWealth Management, LLC 298,922 89.72 279,718 95.26
UBS Group AG 287,908 89.72 462,583 95.25
Advisor Group Holdings, Inc. 272,872 89.75 210,634 95.28
Stifel Financial Corp 268,896 89.73 265,374 95.25
Jpmorgan Chase & Co 210,955 89.72 306,800 95.25
3D/L Capital Management, LLC 207,675 89.72 211,070 95.25
HighTower Advisors, LLC 189,089 89.71 233,890 95.29
Quantitative Advantage, LLC 178,793 89.72 89,184 95.25
Rehmann Capital Advisory Group 161,354 89.72 156,563 95.25
RFG Advisory, LLC 150,247 87.76 147,855 96.37
Susquehanna International Group, Llp 148,500 89.72 183,322 95.25
Commonwealth Equity Services, Llc 144,846 89.72 200,666 95.25
National Asset Management, Inc. 118,658 89.73 4,857 95.33
Cetera Advisor Networks LLC 112,490 89.72 108,704 95.25
Strategic Advisors LLC 94,108 89.72 99,067 95.25
Capital Analysts, Inc. 83,700 0.10 79,290 0.10
Destination Wealth Management 74,484 89.72 81,347 95.25
Gould Asset Management Llc /ca/ 73,991 89.71 74,443 95.25
Change Path, LLC 73,905 89.71 73,476 95.24
Wealthcare Advisory Partners LLC 73,498 89.72 43,547 95.25
Parallel Advisors, LLC 69,173 89.72 59,466 95.25
Wagner Wealth Management, Llc 67,752 89.72 69,251 95.25
Bank Of Montreal /can/ 67,343 92.53 58,734 96.98
Ameritas Advisory Services, LLC 65,931 89.72 66,374 95.25
Aviance Capital Partners, LLC 61,340 89.71 62,996 95.24
Pnc Financial Services Group, Inc. 59,002 89.73 65,086 95.24
Nations Financial Group Inc, /ia/ /adv 52,811 89.72 52,320 95.26
GWM Advisors LLC 46,291 89.69 38,572 95.25
CarsonAllaria Wealth Management, Ltd. 45,564 89.72 39,177 95.26
Visionary Wealth Advisors 44,094 89.72 71,703 95.25
Allworth Financial LP 39,895 89.71 46,374 95.25
Aveo Capital Partners, LLC 38,796 89.73 34,764 95.24
Syverson Strege & Co 38,441 89.72 38,474 95.26
Geneos Wealth Management Inc. 37,895 89.70 51,774 95.74
GM Advisory Group, Inc. 36,128 89.71 121,033 95.25
CIBC World Markets Inc. 34,802 89.71 33,325 95.24
Horizon Investments, LLC 32,373 89.18 30,940 94.73
Weik Capital Management 32,133 89.72 39,803 95.24
Orion Portfolio Solutions, LLC 29,093 89.71 18,266 95.26
Mml Investors Services, Llc 28,840 89.74 32,844 95.24
Cetera Advisors LLC 28,324 89.71 46,052 95.24
Baird Financial Group, Inc. 27,068 89.74 50,429 95.24
Northwestern Mutual Wealth Management Co 26,640 89.71 23,180 95.21
Lake Street Advisors Group, Llc 24,249 89.74 24,105 95.25
Linscomb & Williams, Inc. 23,989 89.71 17,780 95.28
Atria Wealth Solutions, Inc. 23,930 89.72 20,240 95.26
Belpointe Asset Management LLC 19,403 89.78 19,242 95.26
Equitable Holdings, Inc. 18,188 89.73 16,222 95.24
Asset Management Group, Inc. 16,998 89.72 16,855 95.22
Old Mission Capital Llc 16,741 89.72 4,536 95.24
University Of Texas/texas Am Investment Managment Co 15,502 89.73 15,502 95.28
Integrated Wealth Concepts LLC 14,524 89.71 10,981 95.26
Citigroup Inc 13,427 89.74 15,074 95.26
We Are One Seven, LLC 13,069 89.68 11,920 95.22
Sigma Planning Corp 12,114 89.73 12,191 95.23
Cetera Investment Advisers 12,067 89.75 13,088 95.28
Axxcess Wealth Management, Llc 11,917 89.70 12,065 95.23
Sand Hill Global Advisors, LLC 11,597 89.68 24,325 95.25
Kowal Investment Group, LLC 11,086 89.75 7,785 95.31
Capital Planning Advisors, LLC 9,829 89.73 9,920 95.26
Snowden Capital Advisors LLC 9,527 89.64 9,228 95.15
Callan Capital, LLC 9,264 89.70 9,206 95.26
Evergreen Capital Management Llc 7,618 89.79 8,190 95.24
Greytown Advisors Inc. 7,469 89.70 7,469 95.19
Rollins Financial 7,285 89.77 7,372 95.23
Wolf Group Capital Advisors 7,253 89.76 7,219 95.30
Pinnacle Wealth Management Advisory Group, LLC 6,940 89.77 6,109 95.27
Moneta Group Investment Advisors Llc 6,832 89.72 6,929 95.25
Beacon Pointe Advisors, LLC 6,678 89.85 6,901 95.35
Eq Llc 6,125 89.80 6,074 95.32
First Capital Advisors Group, LLC. 5,254 89.65 5,336 95.20
Abbot Financial Management, Inc. 4,780 89.75 13,887 95.27
Proequities, Inc. 4,768 89.77 5,410 95.19
Valley Forge Investment Consultants Inc Adv 3,891 89.69 3,859 95.36
Alera Investment Advisors, LLC 3,803 89.67 3,782 95.19
Advisory Services Network, LLC 3,590 89.69 3,985 95.36
Covington Capital Management 3,344 89.71 3,344 95.39
Lido Advisors, LLC 3,219 89.47 11,891 95.20
Marks Group Wealth Management, Inc 3,020 89.74 4,758 95.21
Gator Capital Management, LLC 2,900 89.66 2,900 95.17
Capital Advisors Wealth Management, LLC 2,819 89.75 3,812 95.23
Watchman Group, Inc. 2,602 89.55 2,932 95.16
Oppenheimer & Co Inc 2,480 89.92 3,360 95.24
Fort Point Capital Partners LLC 2,459 89.87 3,559 95.25
Intellectus Partners, LLC 2,432 89.64 2,432 95.39
United Capital Financial Advisers, Llc 2,414 89.89 4,006 95.36
Lumature Wealth Partners, LLC 2,320 89.66 3,523 95.37
Seacrest Wealth Management, Llc 2,245 89.53 1,645 95.44
Aspire Private Capital, LLC 1,742 89.55 1,628 95.21
Franklin Resources Inc 1,697 89.57 1,697 95.46
Ten Capital Wealth Advisors, LLC 1,680 89.88 1,680 95.24
Blair William & Co/il 1,284 89.56 1,684 95.01
Lindbrook Capital, Llc 600 90.00 600 95.00
Retirement Group, LLC 400 90.00 800 95.00
DB Wealth Management Group, LLC 313 89.46 313 95.85
Tradition Wealth Management, LLC 101 89.11 100 100.00
Kistler-Tiffany Companies, LLC 70 85.71 70 100.00
Fmr Llc 53 75.47 37 108.11
Tyler-Stone Wealth Management 39 76.92 19 105.26
Professional Financial Advisors, LLC 33 90.91 32 93.75
Name Current Shares Current PPS Previous Shares Previous PPS
Jane Street Group, Llc 274,527 89.72 0
WCG Wealth Advisors LLC 178,378 98.16 187,844 95.25
Sowell Financial Services LLC 39,898 89.73 156,625 66.30
Steward Partners Investment Advisory, Llc 29,090 0.10 29,687 0.10
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Jane Street Group, Llc 274,527 274,527 89.72 0 0.00
National Asset Management, Inc. 113,801 118,658 89.73 4,857 95.33 2343.03
Quantitative Advantage, LLC 89,609 178,793 89.72 89,184 95.25 100.48
Advisor Group Holdings, Inc. 62,238 272,872 89.75 210,634 95.28 29.55
Wealthcare Advisory Partners LLC 29,951 73,498 89.72 43,547 95.25 68.78
GeoWealth Management, LLC 19,204 298,922 89.72 279,718 95.26 6.87
Scotia Capital Inc. 14,196 376,959 89.72 362,763 95.25 3.91
Old Mission Capital Llc 12,205 16,741 89.72 4,536 95.24 269.07
Orion Portfolio Solutions, LLC 10,827 29,093 89.71 18,266 95.26 59.27
Parallel Advisors, LLC 9,707 69,173 89.72 59,466 95.25 16.32
Bank Of Montreal /can/ 8,609 67,343 92.53 58,734 96.98 14.66
GWM Advisors LLC 7,719 46,291 89.69 38,572 95.25 20.01
CarsonAllaria Wealth Management, Ltd. 6,387 45,564 89.72 39,177 95.26 16.30
Linscomb & Williams, Inc. 6,209 23,989 89.71 17,780 95.28 34.92
Rehmann Capital Advisory Group 4,791 161,354 89.72 156,563 95.25 3.06
Capital Analysts, Inc. 4,410 83,700 0.10 79,290 0.10 5.56
Aveo Capital Partners, LLC 4,032 38,796 89.73 34,764 95.24 11.60
Cetera Advisor Networks LLC 3,786 112,490 89.72 108,704 95.25 3.48
Atria Wealth Solutions, Inc. 3,690 23,930 89.72 20,240 95.26 18.23
Integrated Wealth Concepts LLC 3,543 14,524 89.71 10,981 95.26 32.26
Stifel Financial Corp 3,522 268,896 89.73 265,374 95.25 1.33
Northwestern Mutual Wealth Management Co 3,460 26,640 89.71 23,180 95.21 14.93
Kowal Investment Group, LLC 3,301 11,086 89.75 7,785 95.31 42.40
RFG Advisory, LLC 2,392 150,247 87.76 147,855 96.37 1.62
Equitable Holdings, Inc. 1,966 18,188 89.73 16,222 95.24 12.12
CIBC World Markets Inc. 1,477 34,802 89.71 33,325 95.24 4.43
Horizon Investments, LLC 1,433 32,373 89.18 30,940 94.73 4.63
We Are One Seven, LLC 1,149 13,069 89.68 11,920 95.22 9.64
Westside Investment Management, Inc. 1,020 1,226 206 495.15
Pinnacle Wealth Management Advisory Group, LLC 831 6,940 89.77 6,109 95.27 13.60
Seacrest Wealth Management, Llc 600 2,245 89.53 1,645 95.44 36.47
Nations Financial Group Inc, /ia/ /adv 491 52,811 89.72 52,320 95.26 0.94
Change Path, LLC 429 73,905 89.71 73,476 95.24 0.58
Snowden Capital Advisors LLC 299 9,527 89.64 9,228 95.15 3.24
Belpointe Asset Management LLC 161 19,403 89.78 19,242 95.26 0.84
Lake Street Advisors Group, Llc 144 24,249 89.74 24,105 95.25 0.60
Asset Management Group, Inc. 143 16,998 89.72 16,855 95.22 0.85
Aspire Private Capital, LLC 114 1,742 89.55 1,628 95.21 7.00
Callan Capital, LLC 58 9,264 89.70 9,206 95.26 0.63
Eq Llc 51 6,125 89.80 6,074 95.32 0.84
Wolf Group Capital Advisors 34 7,253 89.76 7,219 95.30 0.47
Valley Forge Investment Consultants Inc Adv 32 3,891 89.69 3,859 95.36 0.83
Alera Investment Advisors, LLC 21 3,803 89.67 3,782 95.19 0.56
Tyler-Stone Wealth Management 20 39 76.92 19 105.26 105.26
Fmr Llc 16 53 75.47 37 108.11 43.24
Professional Financial Advisors, LLC 1 33 90.91 32 93.75 3.12
Tradition Wealth Management, LLC 1 101 89.11 100 100.00 1.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
UBS Group AG 174,675 287,908 89.72 462,583 95.25 -37.76
Sowell Financial Services LLC 116,727 39,898 89.73 156,625 66.30 -74.53
Royal Bank Of Canada 113,653 587,858 89.72 701,511 95.25 -16.20
Jpmorgan Chase & Co 95,845 210,955 89.72 306,800 95.25 -31.24
Wells Fargo & Company/mn 88,527 648,562 89.72 737,089 95.25 -12.01
GM Advisory Group, Inc. 84,905 36,128 89.71 121,033 95.25 -70.15
Morgan Stanley 69,589 1,238,222 89.72 1,307,811 95.25 -5.32
Commonwealth Equity Services, Llc 55,820 144,846 89.72 200,666 95.25 -27.82
Envestnet Asset Management Inc 47,677 1,338,380 89.72 1,386,057 95.25 -3.44
HighTower Advisors, LLC 44,801 189,089 89.71 233,890 95.29 -19.15
LPL Financial LLC 36,060 330,299 89.72 366,359 95.25 -9.84
Bank Of America Corp /de/ 35,494 515,081 89.72 550,575 95.25 -6.45
Susquehanna International Group, Llp 34,822 148,500 89.72 183,322 95.25 -18.99
Visionary Wealth Advisors 27,609 44,094 89.72 71,703 95.25 -38.50
Baird Financial Group, Inc. 23,361 27,068 89.74 50,429 95.24 -46.32
Cetera Advisors LLC 17,728 28,324 89.71 46,052 95.24 -38.50
Geneos Wealth Management Inc. 13,879 37,895 89.70 51,774 95.74 -26.81
Sand Hill Global Advisors, LLC 12,728 11,597 89.68 24,325 95.25 -52.32
Your Advocates Ltd., LLP 10,965 428,369 89.72 439,334 95.25 -2.50
WCG Wealth Advisors LLC 9,466 178,378 98.16 187,844 95.25 -5.04
Abbot Financial Management, Inc. 9,107 4,780 89.75 13,887 95.27 -65.58
Lido Advisors, LLC 8,672 3,219 89.47 11,891 95.20 -72.93
Weik Capital Management 7,670 32,133 89.72 39,803 95.24 -19.27
Destination Wealth Management 6,863 74,484 89.72 81,347 95.25 -8.44
Allworth Financial LP 6,479 39,895 89.71 46,374 95.25 -13.97
Pnc Financial Services Group, Inc. 6,084 59,002 89.73 65,086 95.24 -9.35
Strategic Advisors LLC 4,959 94,108 89.72 99,067 95.25 -5.01
Mml Investors Services, Llc 4,004 28,840 89.74 32,844 95.24 -12.19
3D/L Capital Management, LLC 3,395 207,675 89.72 211,070 95.25 -1.61
Mercer Global Advisors Inc /adv 1,760 844,378 89.72 846,138 95.25 -0.21
Marks Group Wealth Management, Inc 1,738 3,020 89.74 4,758 95.21 -36.53
Aviance Capital Partners, LLC 1,656 61,340 89.71 62,996 95.24 -2.63
Citigroup Inc 1,647 13,427 89.74 15,074 95.26 -10.93
United Capital Financial Advisers, Llc 1,592 2,414 89.89 4,006 95.36 -39.74
Wagner Wealth Management, Llc 1,499 67,752 89.72 69,251 95.25 -2.16
Lumature Wealth Partners, LLC 1,203 2,320 89.66 3,523 95.37 -34.15
Fort Point Capital Partners LLC 1,100 2,459 89.87 3,559 95.25 -30.91
Cetera Investment Advisers 1,021 12,067 89.75 13,088 95.28 -7.80
Capital Advisors Wealth Management, LLC 993 2,819 89.75 3,812 95.23 -26.05
Oppenheimer & Co Inc 880 2,480 89.92 3,360 95.24 -26.19
Proequities, Inc. 642 4,768 89.77 5,410 95.19 -11.87
Steward Partners Investment Advisory, Llc 597 29,090 0.10 29,687 0.10 -2.01
Evergreen Capital Management Llc 572 7,618 89.79 8,190 95.24 -6.98
Gould Asset Management Llc /ca/ 452 73,991 89.71 74,443 95.25 -0.61
Ameritas Advisory Services, LLC 443 65,931 89.72 66,374 95.25 -0.67
Blair William & Co/il 400 1,284 89.56 1,684 95.01 -23.75
Retirement Group, LLC 400 400 90.00 800 95.00 -50.00
Advisory Services Network, LLC 395 3,590 89.69 3,985 95.36 -9.91
Watchman Group, Inc. 330 2,602 89.55 2,932 95.16 -11.26
Beacon Pointe Advisors, LLC 223 6,678 89.85 6,901 95.35 -3.23
Axxcess Wealth Management, Llc 148 11,917 89.70 12,065 95.23 -1.23
Moneta Group Investment Advisors Llc 97 6,832 89.72 6,929 95.25 -1.40
Capital Planning Advisors, LLC 91 9,829 89.73 9,920 95.26 -0.92
Rollins Financial 87 7,285 89.77 7,372 95.23 -1.18
First Capital Advisors Group, LLC. 82 5,254 89.65 5,336 95.20 -1.54
Sigma Planning Corp 77 12,114 89.73 12,191 95.23 -0.63
Syverson Strege & Co 33 38,441 89.72 38,474 95.26 -0.09
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