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 | 3,026 | 103.00 | 75.84 | 75.51 |
| Previous Quarter | 3,172 | 103.00 | 75.83 | 75.71 |
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 | 38 | 445 | 248 | 470 | 255 | 299 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 0 | 1 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Current Quarter | 0 | 0 | 1 | 0 | 0 | 0 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 11 | 6 | 8 | 175 | 60 | 84 |
| 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 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 | 133,077,563 | 15.83 | 38.68 | 181,062,669 | 21.54 | 74.93 |
| Previous Quarter | 67,504,006 | 8.03 | 75.82 | 182,324,752 | 21.69 | 75.93 |
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 | 77,195,703 | 75.83 |
| VANGUARD GROUP INC | 76,746,614 | |
| BlackRock Inc. | 66,575,004 | 75.83 |
| BlackRock Inc. | 65,218,485 | |
| STATE STREET CORP | 49,608,335 | |
| State Street Corp | 49,601,566 | 75.83 |
| Wellington Management Group Llp | 41,751,429 | 75.83 |
| Massachusetts Financial Services Co /ma/ | 32,506,325 | 75.83 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 24,267,158 | 75.83 |
| VDIGX - Vanguard Dividend Growth Fund Investor Shares | 23,995,916 | 77.05 |
| VFINX - Vanguard 500 Index Fund Investor Shares | 18,445,707 | 75.83 |
| Bank of New York Mellon Corp | 16,081,730 | 75.83 |
| Geode Capital Management, Llc | 15,468,489 | 75.69 |
| First Eagle Investment Management, LLC | 11,296,801 | 75.83 |
| Northern Trust Corp | 10,470,409 | 75.83 |
| Bank Of America Corp /de/ | 10,276,223 | 75.83 |
| Spdr S&p 500 Etf Trust | 9,152,200 | 75.83 |
| FXAIX - Fidelity 500 Index Fund | 8,631,436 | 76.95 |
| Wells Fargo & Company/mn | 8,264,638 | 75.83 |
| Deutsche Bank Ag\ | 7,831,582 | 75.83 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Vanguard Group Inc | 77,195,703 | 75.83 |
| BlackRock Inc. | 66,575,004 | 75.83 |
| State Street Corp | 49,601,566 | 75.83 |
| Wellington Management Group Llp | 41,751,429 | 75.83 |
| Massachusetts Financial Services Co /ma/ | 32,506,325 | 75.83 |
| VDIGX - Vanguard Dividend Growth Fund Investor Shares | 24,316,222 | 82.45 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 24,267,158 | 75.83 |
| VFINX - Vanguard 500 Index Fund Investor Shares | 18,445,707 | 75.83 |
| Bank of New York Mellon Corp | 16,081,730 | 75.83 |
| Geode Capital Management, Llc | 15,468,489 | 75.69 |
| First Eagle Investment Management, LLC | 11,296,801 | 75.83 |
| Northern Trust Corp | 10,470,409 | 75.83 |
| Bank Of America Corp /de/ | 10,276,223 | 75.83 |
| Spdr S&p 500 Etf Trust | 9,152,200 | 75.83 |
| FXAIX - Fidelity 500 Index Fund | 8,631,436 | 76.95 |
| Wells Fargo & Company/mn | 8,264,638 | 75.83 |
| Deutsche Bank Ag\ | 7,831,582 | 75.83 |
| SGENX - First Eagle Global Fund Class A | 7,521,578 | 82.45 |
| Legal & General Group Plc | 7,408,487 | 75.83 |
| IVV - iShares Core S&P 500 ETF | 7,288,667 | 75.83 |
| Name | Shares | PPS |
|---|---|---|
| VANGUARD GROUP INC | 76,746,614 | |
| STATE STREET CORP | 49,608,335 | |
| Farmer Steven Patrick | 1,458,355 | 80.14 |
| ACSTX - Invesco Comstock Fund Class A | 1,055,245 | 77.05 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A | 391,008 | 78.81 |
| TIGRX - TIAA-CREF Growth & Income Fund Institutional Class | 156,686 | 77.05 |
| CBOE Vest Financial, LLC | 99,626 | 75.82 |
| EQIAX - Wells Fargo Emerging Markets Equity Income Fund Class A | 88,050 | 21.58 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A | 84,265 | 78.81 |
| IVKAX - VY(R) Invesco Comstock Portfolio Class ADV | 29,750 | 75.83 |
| SCHY - Schwab International Dividend Equity ETF | 24,594 | 20.94 |
| Townsend Asset Management Corp /nc/ /adv | 22,000 | 80.14 |
| ZIG - The Acquirers Fund | 20,588 | 77.04 |
| Dimensional ETF Trust - Dimensional US High Profitability ETF | 16,375 | 77.07 |
| Sound Financial Strategies Group, LLC | 13,977 | 80.13 |
| Walker Asset Management, LLC | 13,888 | 78.20 |
| DFNV - TrimTabs Donoghue Forlines Risk Managed Innovation ETF | 9,808 | 77.08 |
| Ziegler Capital Management, LLC | 8,395 | 80.17 |
| ABWAX - AB All Market Total Return Portfolio Class A | 6,858 | 78.74 |
| QLVE - FlexShares Emerging Markets Quality Low Volatility Index Fund | 6,174 | 21.70 |
| Name | Shares | PPS |
|---|---|---|
| Bank Of America Corp /de/ | 10,276,223 | 75.83 |
| Bank Of America Corp /de/ | 10,276,223 | 75.83 |
| Wells Fargo & Company/mn | 8,264,638 | 75.83 |
| Wells Fargo & Company/mn | 8,264,638 | 75.83 |
| UBS Group AG | 3,442,017 | 75.83 |
| D. E. Shaw & Co., Inc. | 2,569,703 | 75.83 |
| D. E. Shaw & Co., Inc. | 2,569,703 | 75.83 |
| MGIAX - MFS International Intrinsic Value Fund A | 2,073,055 | 75.02 |
| Two Sigma Investments, Lp | 1,317,949 | 75.83 |
| Two Sigma Investments, Lp | 1,317,949 | 75.83 |
| Hsbc Holdings Plc | 1,083,613 | 76.04 |
| Hsbc Holdings Plc | 1,083,613 | 76.04 |
| ACSTX - Invesco Comstock Fund Class A | 898,771 | 82.45 |
| IVW - iShares S&P 500 Growth ETF | 782,707 | 75.58 |
| Twin Tree Management, LP | 531,800 | 75.83 |
| CEMVX - Causeway Emerging Markets Fund Investor Class | 310,885 | 22.44 |
| SPYG - SPDR(R) Portfolio S&P 500 Growth ETF | 300,197 | 75.58 |
| Simplex Trading, Llc | 273,600 | 75.83 |
| IUSG - iShares Core S&P U.S. Growth ETF | 257,010 | 75.58 |
| B. Metzler seel. Sohn & Co. Holding AG | 251,266 | 75.58 |
| Farr Miller & Washington Llc/dc | 250,534 | 75.58 |
| PEAK6 Investments LLC | 249,700 | 75.83 |
| SG3 Management, LLC | 225,000 | 75.83 |
| SG3 Management, LLC | 225,000 | 75.83 |
| Marshall Wace North America L.P. | 218,099 | 75.58 |
| VHGEX - Vanguard Global Equity Fund Investor Shares | 178,648 | 75.58 |
| Arvest Bank Trust Division | 172,062 | 75.58 |
| MIEMX - BMO LGM Emerging Markets Equity Fund Class I | 165,775 | 19.03 |
| Credit Agricole S A | 125,749 | 75.83 |
| FSTRX - Federated MDT Large Cap Value Fund Class A Shares | 125,136 | 76.19 |
| Hexavest Inc. | 116,832 | 75.58 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio | 113,096 | 75.58 |
| WHGIX - Westwood Income Opportunity Fund Institutional Class Shares | 102,785 | 76.19 |
| CBOE Vest Financial, LLC | 99,626 | 75.82 |
| O'Shares Investment Advisers, LLC | 97,874 | 75.83 |
| MXENX - Great-West Emerging Markets Equity Fund Institutional Class | 73,302 | 22.44 |
| Weybosset Research & Management Llc | 70,204 | 85.34 |
| SG Americas Securities, LLC | 60,451 | 75.83 |
| Bbva Usa | 51,038 | 75.57 |
| GPTUX - GuidePath(R) Tactical Allocation Fund Service Shares | 48,290 | 75.59 |
| Security National Trust Co | 46,808 | 81.35 |
| First Mercantile Trust Co | 38,689 | 75.58 |
| Homrich & Berg | 36,757 | 75.58 |
| Cascadia Advisory Services, LLC | 34,932 | 75.58 |
| Optimal Asset Management, Inc. | 33,310 | 75.59 |
| Heritage Way Advisors, LLC | 31,558 | 85.33 |
| IVKAX - VY(R) Invesco Comstock Portfolio Class ADV | 29,750 | 75.83 |
| FXG - First Trust Consumer Staples AlphaDEX Fund | 28,156 | 76.18 |
| FCEEX - Franklin Emerging Market Core Equity (IU) Fund Advisor | 26,623 | 20.62 |
| Balyasny Asset Management Llc | 25,000 | 75.84 |
| FILFX - Strategic Advisers International Fund | 22,068 | 75.04 |
| World Asset Management Inc | 21,275 | 75.58 |
| Asset Dedication, LLC | 19,841 | 75.55 |
| Lantz Financial LLC | 18,852 | 85.35 |
| SZNE - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF | 16,011 | 76.20 |
| SBCEX - BNY Mellon Diversified Emerging Markets Fund Class I | 15,955 | 22.38 |
| NorthCoast Asset Management LLC | 15,555 | 75.60 |
| HighPoint Advisor Group LLC | 14,378 | 75.60 |
| Mid Atlantic Financial Management Inc/adv | 14,046 | 75.61 |
| WLVIX - Westwood Total Return Fund INSTITUTIONAL CLASS SHARES | 14,033 | 76.18 |
| IBM Retirement Fund | 13,294 | 75.82 |
| Hnp Capital Llc | 12,877 | 75.79 |
| Private Capital Advisors, Inc. | 12,800 | 75.86 |
| TMLCX - Simt Tax-managed Large Cap Fund Class F | 12,351 | 75.54 |
| DTLGX - Large Company Growth Portfolio Investment Class | 11,986 | 75.59 |
| Econ Financial Services Corp | 11,345 | 75.80 |
| Tcw Group Inc | 11,240 | 75.80 |
| First Midwest Bank Trust Division | 11,124 | 85.31 |
| Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) | 10,976 | 75.62 |
| AMOM - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF | 10,883 | 76.17 |
| Point72 Hong Kong Ltd | 10,800 | 75.83 |
| Country Club Trust Company, n.a. | 10,171 | 84.55 |
| HAP Trading, LLC | 10,100 | 3.86 |
| DGRE - WisdomTree Emerging Markets Quality Dividend Growth Fund N/A | 9,937 | 22.44 |
| Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A | 9,839 | 75.62 |
| Squarepoint Ops LLC | 8,133 | 75.86 |
| Mercer Capital Advisers, Inc. | 7,636 | 75.56 |
| KTRAX - DWS Global Income Builder Fund Class A | 7,348 | 82.47 |
| Parallax Volatility Advisers, L.P. | 7,200 | 75.83 |
| SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 | 7,176 | 76.23 |
| LOMAX - Edgar Lomax Value Fund Investor Class | 6,700 | 76.12 |
| Crescent Capital Consulting, LLC | 5,534 | 85.65 |
| NuWave Investment Management, LLC | 5,405 | 75.86 |
| Maven Securities LTD | 5,000 | 75.80 |
| Ameritas Investment Corp | 4,900 | |
| ABAEX - AB Emerging Markets Multi-Asset Portfolio Class A | 4,788 | 22.56 |
| Cardinal Point Wealth Management LLC | 4,554 | 75.54 |
| Prelude Capital Management, Llc | 4,287 | 75.81 |
| SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 | 4,048 | 75.59 |
| Sonora Investment Management, LLC | 3,896 | 75.46 |
| SEQAX - Guggenheim World Equity Income Fund A | 3,762 | 75.49 |
| GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio | 3,698 | 76.26 |
| Strategy Asset Managers Llc | 3,665 | 75.85 |
| A. D. Beadell Investment Counsel, Inc. | 3,520 | 75.57 |
| NULV - Nuveen ESG Large-Cap Value ETF | 3,449 | 76.25 |
| Green Harvest Asset Management LLC | 3,276 | 221.92 |
| V Wealth Advisors LLC | 3,276 | 75.70 |
| V Wealth Advisors LLC | 3,276 | 75.70 |
| Carroll Financial Associates, Inc. | 3,153 | 83.73 |
| Austin Asset Management Co Inc | 2,916 | 75.79 |
| WQAUX - Westwood Quality AllCap Fund Ultra Shares | 2,782 | 82.31 |
| Mosaic Family Wealth, LLC | 2,732 | 85.29 |
| Berman Capital Advisors, LLC | 2,731 | 75.06 |
| Wealth Quarterback LLC | 2,246 | |
| IFP Advisors, Inc | 2,166 | 85.87 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 | 1,572 | 82.70 |
| QABGX - Federated MDT Balanced Fund Class A Shares | 1,185 | 75.95 |
| Clear Street Markets Llc | 1,145 | 75.98 |
| DGQAX - AmericaFirst Defensive Growth Fund Class A | 1,049 | 75.31 |
| Investmark Advisory Group LLC | 996 | 85.34 |
| RECS - Columbia Research Enhanced Core ETF | 955 | 76.44 |
| Landmark Wealth Management, LLC | 950 | 1000.00 |
| Tyler-Stone Wealth Management | 945 | 76.19 |
| Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF | 927 | 76.59 |
| Prentice Wealth Management LLC | 824 | 75.24 |
| JAGAX - Janus Henderson Adaptive Global Allocation Fund Class A | 822 | 75.43 |
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) | 734 | 74.93 |
| Reilly Financial Advisors, Llc | 731 | 84.82 |
| Profunds - Profund Vp Large-cap Growth | 663 | 75.41 |
| Gemmer Asset Management LLC | 561 | 74.87 |
| LGPIX - Large-cap Growth Profund Investor Class | 524 | 76.34 |
| West Bancorporation Inc | 522 | 76.63 |
| MSHPX - Permanence Portfolio Class IS | 521 | 74.86 |
| McCarthy Asset Management, Inc. | 400 | 75.00 |
| SCLAX - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F | 373 | 75.07 |
| Tarbox Family Office, Inc. | 343 | 75.80 |
| REVS - Columbia Research Enhanced Value ETF | 307 | 74.92 |
| GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares | 213 | 84.51 |
| MGSSX - MassMutual Select BlackRock Global Allocation Fund Class R5 | 143 | 76.92 |
| Paladin Advisory Group, LLC | 72 | 69.44 |
| Paladin Advisory Group, LLC | 72 | 69.44 |
| GLCAX - Global Counterpoint Portfolio A | 40 | 75.00 |
| Heritage Wealth Management, Llc | 33 | 60.61 |
| GoalVest Advisory LLC | 9 | 111.11 |
| PSI Advisors, LLC | 7 | 142.86 |
| Krane Funds Advisors LLC | ||
| Carderock Capital Management Inc | ||
| TVEAX - Guggenheim RBP Dividend Fund Class A | ||
| Newman Dignan & Sheerar, Inc. | ||
| TADS - Trend Aggregation Dividend Stock ETF | ||
| Weiss Asset Management LP | ||
| TVVAX - Guggenheim RBP Large-Cap Value Fund Class A | ||
| Moisand Fitzgerald Tamayo, LLC | ||
| GDEPX - Goldman Sachs Defensive Equity Fund Class P Shares | ||
| Odey Asset Management Group Ltd | ||
| Inscription Capital, LLC | ||
| Tuttle Tactical Management LLC | ||
| Hrt Financial Lp | ||
| SRB Corp | ||
| Emerald Advisors, LLC | ||
| Standard Family Office LLC | ||
| Lee Financial Co | ||
| Nuveen S&p 500 Buywrite Income Fund | ||
| CIUEX - Six Circles International Unconstrained Equity Fund | ||
| Quantitative Systematic Strategies LLC | ||
| Pacific Center for Financial Services | ||
| Lionsbridge Wealth Management LLC | ||
| FSAMX - Strategic Advisers Emerging Markets Fund | ||
| Connecticut Wealth Management, LLC | ||
| Cornerstone Total Return Fund Inc | ||
| Cornerstone Strategic Value Fund Inc | ||
| Dumont & Blake Investment Advisors Llc | ||
| Paradigm, Strategies in Wealth Management, LLC | ||
| Asahi Life Asset Management Co., Ltd. | ||
| IFG Advisory, LLC | ||
| Cornerstone Advisors, LLC | ||
| BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I | ||
| GLTAX - Invesco Global Targeted Returns Fund Class A | ||
| Ramsey Quantitative Systems | ||
| Glovista Investments LLC | ||
| FLSP - Franklin Liberty Systematic Style Premia ETF | ||
| Sciencast Management LP | ||
| First Command Advisory Services, Inc. | ||
| Barnett & Company, Inc. | ||
| IHT Wealth Management, LLC | ||
| Red Door Wealth Management, LLC | ||
| Financial Insights, Inc. | ||
| VGIIX - JPMorgan Growth and Income Fund Class I | ||
| APG Asset Management N.V. | ||
| Sit Investment Associates Inc | ||
| Woodline Partners LP | ||
| FTC - First Trust Large Cap Growth AlphaDEX Fund | ||
| QCGRRX - Growth Account Class R1 | ||
| Financial Architects, Inc | ||
| Alethea Capital Management, Llc | ||
| Riggs Asset Managment Co. Inc. | ||
| Lake Street Advisors Group, Llc | ||
| Kidder Stephen W | ||
| NSBAX - Nuveen Santa Barbara Dividend Growth Fund - Class A | ||
| Frisch Financial Group, Inc. | ||
| Redwood Investment Management, Llc | ||
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio | ||
| Easterly Investment Partners Llc | ||
| FCPI - Fidelity Stocks for Inflation ETF | ||
| NABAX - Neuberger Berman Absolute Return Multi-Manager Fund Class A | ||
| Y-Intercept (Hong Kong) Ltd | ||
| Emerald Investment Partners, Llc | ||
| Twin Capital Management Inc | ||
| FAD - First Trust Multi Cap Growth AlphaDEX Fund | ||
| WSEFX - Walden Equity Fund | ||
| Odey Holdings Ltd | ||
| Bridgefront Capital, LLC | ||
| tru Independence LLC | ||
| Parisi Gray Wealth Management | ||
| Perennial Advisors, LLC | ||
| Wealth Alliance | ||
| GTLOX - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares | ||
| Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) | ||
| SageGuard Financial Group, LLC | ||
| Security National Bank | ||
| Partners Capital Investment Group, Llp | ||
| Meridian Wealth Partners, LLC | ||
| Nuveen Tax-advantaged Dividend Growth Fund | ||
| Mairs & Power Inc | ||
| Atlas Private Wealth Advisors | ||
| Hbk Investments L P | ||
| Aviance Capital Partners, LLC | ||
| JLPSX - JPMorgan U.S. Large Cap Core Plus Fund Class I | ||
| Cassady Schiller Wealth Management, LLC | ||
| DIVA - AGFiQ Hedged Dividend Income Fund | ||
| Alyeska Investment Group, L.P. | ||
| Gould Asset Management Llc /ca/ | ||
| Itau Unibanco Holding S.A. | ||
| GEMYX - Emerging Markets Equity Fund Institutional | ||
| Taylor, Cottrill, Erickson & Associates, Inc. | ||
| RLSIX - RiverPark Long/Short Opportunity Fund Institutional Class | ||
| Elm Advisors, Llc | ||
| Schonfeld Strategic Advisors LLC | ||
| Aries Wealth Management | ||
| Cliftonlarsonallen Wealth Advisors, Llc | ||
| Cornerstone Advisory, LLC | ||
| Fortis Advisors, LLC | ||
| Widmann Financial Services, Inc. | ||
| Monumental Financial Group Inc. | ||
| TriaGen Wealth Management LLC | ||
| Arthur M. Cohen & Associates, Llc | ||
| Overbrook Management Corp | ||
| Sax Wealth Advisors, Llc | ||
| Angeles Investment Advisors, LLC | ||
| Comerica Securities,inc. | ||
| Miracle Mile Advisors, LLC | ||
| Lombard Odier Asset Management (Switzerland) SA | ||
| Sterling Financial Planning, Inc. | ||
| RMB Capital Management, LLC | ||
| Dakota Wealth Management | ||
| Quantbot Technologies LP | ||
| Dempze Nancy E | ||
| Norges Bank | ||
| Mirabella Financial Services Llp | ||
| LS Investment Advisors, LLC | ||
| Capula Management Ltd | ||
| Galibier Capital Management Ltd. | ||
| D'Orazio & Associates, Inc. | ||
| Retirement Planning Group | ||
| Schmidt P J Investment Management Inc | ||
| Staley Capital Advisers Inc | ||
| Vahanian & Associates Financial Planning Inc. | ||
| Atlas Brown,Inc. | ||
| WSBFX - Walden Balanced Fund | ||
| KVLE - KFA Value Line(R) Dynamic Core Equity Index ETF | ||
| Comprehensive Financial Consultants Institutional, Inc. | ||
| Page Arthur B | ||
| Ironwood Investment Management Llc | ||
| Mechanics Bank Trust Department | ||
| Kempen Capital Management N.v. | ||
| Proffitt & Goodson Inc | ||
| Northeast Financial Consultants Inc | ||
| Intersect Capital LLC | ||
| Edgestream Partners, L.P. | ||
| Krs Capital Management, Llc | ||
| Wealthstreet Investment Advisors, LLC | ||
| Phoenix Wealth Advisors | ||
| TAP Consulting, LLC | ||
| Wbi Investments, Inc. | ||
| University Of Texas/texas Am Investment Managment Co | ||
| Polar Asset Management Partners Inc. | ||
| S&co Inc | ||
| Shore Point Advisors, LLC | ||
| Marshall Financial Group LLC | ||
| New England Asset Management Inc | ||
| Lee Danner & Bass Inc | ||
| Segantii Capital Management Ltd | ||
| FDx Advisors, Inc. | ||
| Garde Capital, Inc. | ||
| South Street Advisors LLC | ||
| Signet Financial Management, Llc | ||
| West Family Investments, Inc. | ||
| Davy Global Fund Management Ltd | ||
| Hotaling Investment Management, LLC | ||
| Girard Partners Ltd. | ||
| Pensionfund DSM Netherlands | ||
| Kehrs Ridge Capital,LLC | ||
| Calamos Wealth Management LLC | ||
| Vista Capital Partners, Inc. | ||
| We Are One Seven, LLC | ||
| Ade, Llc | ||
| Lountzis Asset Management, Llc | ||
| Franklin Street Advisors Inc /nc | ||
| First Quadrant L P/ca | ||
| Bp Plc | ||
| Mach-1 Financial Group, Inc. | ||
| Ilmarinen Mutual Pension Insurance Co | ||
| Manhattan West Asset Management, LLC | ||
| Point72 Asset Management, L.P. | ||
| DWSH - AdvisorShares Dorsey Wright Short ETF | ||
| First Interstate Bank | ||
| Astoria Portfolio Advisors LLC. | ||
| NatWest Group plc | ||
| Baker Tilly Financial, Llc | ||
| Better Money Decisions, LLC | ||
| Kore Private Wealth LLC | ||
| Old Mission Capital Llc | ||
| Peninsula Asset Management Inc | ||
| Indiana Trust & Investment Management CO | ||
| Scott & Selber, Inc. | ||
| Avaii Wealth Management, Llc | ||
| Minot Wealth Management LLC | ||
| Total Clarity Wealth Management, Inc. | ||
| Elmwood Wealth Management, Inc. | ||
| Lehman & Derafelo Financial Resources LLC | ||
| Mbb Public Markets I Llc | ||
| Kemnay Advisory Services Inc. | ||
| Quantum Private Wealth, LLC | ||
| Roundview Capital LLC | ||
| Cahill Financial Advisors Inc | ||
| Eastern Bank | ||
| Providence Capital Advisors, LLC | ||
| Integrated Advisors Network LLC | ||
| Fsb Premier Wealth Management, Inc. | ||
| Walleye Capital LLC | ||
| Samlyn Capital, Llc | ||
| BlackDiamond Wealth Management Inc. | ||
| Scopus Asset Management, L.p. | ||
| Camden Capital, LLC | ||
| QAACX - Federated MDT All Cap Core Fund Class A Shares | ||
| Meiji Yasuda Life Insurance Co | ||
| Cranbrook Wealth Management, LLC | ||
| Laurel Wealth Advisors, Inc. | ||
| Gsa Capital Partners Llp | ||
| Truvestments Capital Llc | ||
| Enterprise Financial Services Corp | ||
| Bristol John W & Co Inc /ny/ | ||
| Spectrum Management Group, LLC | ||
| Old Point Trust & Financial Services N A | ||
| LFA - Lugano Financial Advisors SA | ||
| Henrickson Nauta Wealth Advisors, Inc. | ||
| ASUAX - AllianzGI Global Sustainability Fund Class A | ||
| Cutter & CO Brokerage, Inc. | ||
| Winton Capital Group Ltd | ||
| Whitener Capital Management, Inc. | ||
| MidWestOne Financial Group, Inc. | ||
| RPG Investment Advisory, LLC | ||
| Firestone Capital Management | ||
| Bank Of Stockton | ||
| Varma Mutual Pension Insurance Co | ||
| Vista Wealth Management Group, LLC | ||
| Gries Financial Llc | ||
| Financial Advisors Network, Inc. | ||
| Oak Thistle LLC | ||
| StoneX Group Inc. | ||
| RLCAX - Columbia Disciplined Value Fund Class A | ||
| Source Financial Advisors LLC | ||
| Fundsmith LLP | ||
| AMP Capital Investors Ltd | ||
| MUFG Securities EMEA plc | ||
| Meitav Dash Investments Ltd | ||
| Evolution Wealth Advisors, LLC | ||
| Safir Wealth Advisors, LLC | ||
| Confluence Wealth Services, Inc. | ||
| Wunderlich Securities, Inc. | ||
| XTX Topco Ltd | ||
| Capitolis Advisors LLC | ||
| Prentiss Smith & Co Inc | ||
| Stelac Advisory Services LLC | ||
| Engine No. 1 Llc | ||
| True Link Financial Advisors, LLC | ||
| Candlestick Capital Management LP | ||
| Agf Investments Inc. | ||
| Alpha Paradigm Partners, LLC | ||
| U.S. Capital Wealth Advisors, LLC | ||
| RGT Wealth Advisors, LLC | ||
| CLARET ASSET MANAGEMENT Corp | ||
| Amplius Wealth Advisors, LLC | ||
| Fox Run Management, L.l.c. | ||
| SCPAX - Siit Large Cap Disciplined Equity Fund - Class A | ||
| CDGCX - Crawford Dividend Growth Fund - Class C | ||
| Ironwood Financial, llc | ||
| Allegheny Financial Group LTD | ||
| Alphasimplex Group, Llc | ||
| Dark Forest Capital Management Lp | ||
| Qtron Investments LLC | ||
| Pacitti Group Inc. | ||
| Townsquare Capital Llc | ||
| IAG Wealth Partners, LLC | ||
| Pittenger & Anderson Inc | ||
| Nomura Holdings Inc | ||
| Fulcrum Equity Management | ||
| Masso Torrence Wealth Management Inc. | ||
| Weiss Multi-Strategy Advisers LLC | ||
| RTD Financial Advisors, Inc. | ||
| Aurora Investment Managers, LLC. | ||
| ARGI Investment Services, LLC | ||
| Capula Management Ltd | ||
| Advisor Resource Council | ||
| BFOR - Barron's 400 ETF | ||
| Opal Wealth Advisors, LLC | ||
| Ford Financial Group, LLC | ||
| Intellectus Partners, LLC | ||
| Noesis Capital Mangement Corp | ||
| Procyon Private Wealth Partners, LLC | ||
| Liberty Wealth Management Llc | ||
| Godsey & Gibb Associates | ||
| Walled Lake Planning & Wealth Management, Llc | ||
| Marathon Asset Mgmt Ltd | ||
| Two Sigma Securities, Llc | ||
| Capula Management Ltd | ||
| Future Financial Wealth Managment LLC | ||
| Petrus Trust Company, LTA | ||
| Benchmark Investment Advisors LLC | ||
| Boothbay Fund Management, Llc | ||
| Taikang Asset Management (Hong Kong) Co Ltd | ||
| Baldrige Asset Management LLC | ||
| Jefferies Group LLC | ||
| Bayesian Capital Management, LP | ||
| Old North State Trust, LLC | ||
| Vectors Research Management, LLC | ||
| Wealthspire Advisors, LLC | ||
| AGF Investments LLC | ||
| Manteio Capital LLC | ||
| Harding Loevner Lp | ||
| Nova R Wealth, Inc. | ||
| Childress Capital Advisors, Llc | ||
| Resolute Advisors LLC | ||
| Paces Ferry Wealth Advisors, Llc | ||
| Lmcg Investments, Llc | ||
| Edgar Lomax Co/va | ||
| Caxton Associates Lp | ||
| Consolidated Planning Corp | ||
| Toms Capital Investment Management Lp | ||
| Axiom Financial Strategies, LLC | ||
| Eqis Capital Management, Inc. | ||
| Agate Pass Investment Management, LLC | ||
| Magnetar Financial LLC | ||
| JMNAX - JPMorgan Research Market Neutral Fund Class A | 82.60 | |
| JOERX - JPMorgan Opportunistic Equity Long/Short Fund Class R6 | 82.45 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| VDIGX - Vanguard Dividend Growth Fund Investor Shares | 23,995,916 | 77.05 | 24,316,222 | 82.45 |
| SGENX - First Eagle Global Fund Class A | 7,521,578 | 77.05 | 7,521,578 | 82.45 |
| VIG - Vanguard Dividend Appreciation Index Fund ETF Shares | 5,161,891 | 77.05 | 5,597,598 | 82.45 |
| VYM - Vanguard High Dividend Yield Index Fund ETF Shares | 3,274,669 | 77.05 | 3,271,975 | 82.45 |
| FUQIX - Fidelity SAI U.S. Quality Index Fund | 1,624,516 | 77.05 | 1,487,237 | 82.45 |
| IHGIX - THE HARTFORD DIVIDEND AND GROWTH FUND Class A | 1,622,150 | 77.05 | 1,546,973 | 82.45 |
| ITHAX - THE HARTFORD CAPITAL APPRECIATION FUND Class A | 1,603,005 | 77.05 | 1,179,930 | 82.45 |
| SWPPX - Schwab S&P 500 Index Fund | 1,526,682 | 77.05 | 1,492,451 | 82.45 |
| DGRO - iShares Core Dividend Growth ETF | 1,383,573 | 77.05 | 1,370,961 | 82.45 |
| VWNFX - Vanguard Windsor II Fund Investor Shares | 1,245,731 | 77.05 | 1,677,908 | 82.45 |
| HAIAX - HARTFORD CORE EQUITY FUND Class A | 1,197,559 | 77.05 | 1,419,455 | 82.45 |
| USMV - iShares Edge MSCI Min Vol USA ETF | 1,178,586 | 77.05 | 1,179,755 | 82.45 |
| HDV - iShares Core High Dividend ETF | 990,863 | 77.05 | 805,612 | 82.45 |
| AMRMX - AMERICAN MUTUAL FUND Class A | 990,230 | 77.05 | 990,230 | 82.45 |
| RSP - Invesco S&P 500 Equal Weight ETF | 880,188 | 77.05 | 827,652 | 82.45 |
| TIEIX - TIAA-CREF Equity Index Fund Institutional Class | 659,508 | 77.05 | 626,653 | 82.45 |
| DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class | 471,504 | 77.05 | 471,504 | 82.45 |
| VMNVX - Vanguard Global Minimum Volatility Fund Admiral Shares | 453,240 | 77.05 | 340,669 | 82.45 |
| IYK - iShares U.S. Consumer Goods ETF | 425,901 | 77.05 | 314,325 | 82.45 |
| VT - Vanguard Total World Stock Index Fund ETF Shares | 397,491 | 77.05 | 371,137 | 82.45 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| MEIAX - MFS Value Fund A | 5,573,473 | 78.81 | 5,679,774 | 76.95 |
| Sarasin & Partners LLP | 3,414,862 | 80.14 | 4,143,301 | 75.83 |
| Artemis Investment Management LLP | 1,890,309 | 80.31 | 319,334 | 75.67 |
| VEIEX - Vanguard Emerging Markets Stock Index Fund Investor Shares | 1,878,099 | 21.58 | 1,957,691 | 19.15 |
| VGTSX - Vanguard Total International Stock Index Fund Investor Shares | 1,735,593 | 21.58 | 1,723,150 | 19.15 |
| Confluence Investment Management Llc | 1,458,355 | 80.14 | 1,431,913 | 75.83 |
| Everett Harris & Co /ca/ | 960,055 | 80.14 | 1,012,162 | 75.83 |
| QCSTRX - Stock Account Class R1 | 875,992 | 75.83 | 131,811 | 20.30 |
| Allspring Global Investments Holdings, LLC | 751,621 | 80.14 | 1,072,303 | 75.83 |
| Lgt Capital Partners Ltd. | 699,850 | 80.14 | 853,810 | 75.83 |
| SCHX - Schwab U.S. Large-Cap ETF | 657,650 | 78.81 | 684,355 | 76.95 |
| Aegon Asset Management Uk Plc | 653,053 | 0.08 | 653,053 | 0.08 |
| Welch Group, LLC | 549,186 | 80.14 | 528,349 | 75.83 |
| Conning Inc. | 476,066 | 80.01 | 497,169 | 75.77 |
| DnB Asset Management AS | 457,456 | 80.14 | 463,430 | 75.83 |
| SCHB - Schwab U.S. Broad Market ETF | 426,956 | 78.81 | 422,769 | 76.95 |
| SCHV - Schwab U.S. Large-Cap Value ETF | 393,878 | 78.81 | 387,480 | 76.95 |
| Coho Partners, Ltd. | 386,478 | 80.14 | 395,177 | 75.83 |
| STFGX - State Farm Growth Fund | 367,600 | 75.83 | 98,700 | 75.83 |
| MRGAX - MFS Core Equity Fund A | 305,419 | 78.81 | 305,419 | 76.95 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|
| Name | Previous Calls |
|---|---|
| Toms Capital Investment Management Lp | 0 |
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|
| Name |
|---|
| WEIZX - Weiss Alternative Balanced Risk Fund Investor Class |
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|
| Name |
|---|
| Name | Shares | PPS |
|---|---|---|
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A | 391,008 | 78.81 |
| BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A | 84,265 | 78.81 |
| SCHY - Schwab International Dividend Equity ETF | 24,594 | 20.94 |
| Townsend Asset Management Corp /nc/ /adv | 22,000 | 80.14 |
| Sound Financial Strategies Group, LLC | 13,977 | 80.13 |
| Walker Asset Management, LLC | 13,888 | 78.20 |
| Ziegler Capital Management, LLC | 8,395 | 80.17 |
| ABWAX - AB All Market Total Return Portfolio Class A | 6,858 | 78.74 |
| Orion Capital Management LLC | 1,500 | 80.00 |
| Steward Financial Group LLC | 151 | 79.47 |
| Maryland Capital Advisors Inc. | 88 | 79.55 |
| Name | Shares | PPS |
|---|---|---|
| Landmark Wealth Management, LLC | 950 | 1000.00 |
| Hnp Capital Llc | 12,877 | 75.79 |
| Private Capital Advisors, Inc. | 12,800 | 75.86 |
| Gemmer Asset Management LLC | 561 | 74.87 |
| IBM Retirement Fund | 13,294 | 75.82 |
| O'Shares Investment Advisers, LLC | 97,874 | 75.83 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| HighTower Trust Services, LTA | 193,867 | 40.54 | 5,320 | 75.75 |
| Louisiana State Employees Retirement System | 53,100 | 77.53 | 53,200 | 81.52 |
| Ghe, Llc | 13,967 | 75.82 | 18,407 | 75.84 |
| Grant/GrossMendelsohn, LLC | 8,457 | 78.28 | 8,430 | 80.55 |
| Falcon Wealth Planning | 3,875 | 80.26 | 3,883 | 85.24 |
| C2C Wealth Management, LLC | 3,740 | 77.54 | 3,740 | 80.75 |
| Charter Oak Capital Management, LLC | 1,034 | 80.27 | 1,349 | 85.25 |
| Macroview Investment Management Llc | 118 | 76.27 | 117 | 76.92 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| MEIAX - MFS Value Fund A | 5,573,473 | 78.81 | 5,679,774 | 76.95 |
| Artemis Investment Management LLP | 1,890,309 | 80.31 | 319,334 | 75.67 |
| Everett Harris & Co /ca/ | 960,055 | 80.14 | 1,012,162 | 75.83 |
| Allspring Global Investments Holdings, LLC | 751,621 | 80.14 | 1,072,303 | 75.83 |
| SCHX - Schwab U.S. Large-Cap ETF | 657,650 | 78.81 | 684,355 | 76.95 |
| Welch Group, LLC | 549,186 | 80.14 | 528,349 | 75.83 |
| Conning Inc. | 476,066 | 80.01 | 497,169 | 75.77 |
| SCHB - Schwab U.S. Broad Market ETF | 426,956 | 78.81 | 422,769 | 76.95 |
| SCHV - Schwab U.S. Large-Cap Value ETF | 393,878 | 78.81 | 387,480 | 76.95 |
| Coho Partners, Ltd. | 386,478 | 80.14 | 395,177 | 75.83 |
| MRGAX - MFS Core Equity Fund A | 305,419 | 78.81 | 305,419 | 76.95 |
| Truist Financial Corp | 300,902 | 80.14 | 337,422 | 75.83 |
| KDHAX - DWS CROCI Equity Dividend Fund Class A | 299,026 | 78.81 | 294,971 | 76.95 |
| Strs Ohio | 286,731 | 80.14 | 286,749 | 75.83 |
| Boston Trust Walden Corp | 263,413 | 80.14 | 258,833 | 75.83 |
| Coerente Capital Management | 255,912 | 80.14 | 250,495 | 75.83 |
| FNDX - Schwab Fundamental U.S. Large Company Index ETF | 217,261 | 78.81 | 189,557 | 76.95 |
| Pendal Group Ltd | 199,907 | 80.14 | 181,071 | 75.83 |
| SCHE - Schwab Emerging Markets Equity ETF | 181,150 | 20.96 | 181,508 | 19.25 |
| Exchange Traded Concepts, Llc | 162,869 | 80.14 | 160,839 | 75.83 |
| Wealthfront Advisers Llc | 159,214 | 80.14 | 84,045 | 75.83 |
| Stewart & Patten Co Llc | 148,461 | 80.14 | 150,760 | 75.83 |
| VYCBX - Voya Corporate Leaders(R) 100 Fund Class C | 124,689 | 78.81 | 117,539 | 76.95 |
| Regions Financial Corp | 103,909 | 80.14 | 109,156 | 75.84 |
| CMVIX - Blackrock Advantage Large Cap Growth Fund Institutional | 96,164 | 78.81 | 80,531 | 76.95 |
| First Personal Financial Services | 87,294 | 80.14 | 86,613 | 75.83 |
| Umb Bank N A/mo | 82,197 | 80.15 | 83,251 | 75.83 |
| Autus Asset Management, LLC | 80,127 | 80.15 | 2,231 | 75.75 |
| Hartford Investment Management Co | 80,070 | 80.14 | 79,283 | 75.83 |
| NEIAX - Columbia Large Cap Index Fund Class A | 80,019 | 78.81 | 78,060 | 76.95 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A | 77,476 | 78.81 | 98,199 | 76.95 |
| Tufton Capital Management | 74,967 | 80.13 | 75,141 | 75.82 |
| Welch & Forbes Llc | 72,379 | 80.13 | 74,559 | 75.83 |
| Oregon Public Employees Retirement Fund | 65,544 | 80.14 | 68,023 | 75.83 |
| Guyasuta Investment Advisors Inc | 60,970 | 80.14 | 61,317 | 75.84 |
| Woodley Farra Manion Portfolio Management Inc | 60,421 | 80.14 | 59,695 | 75.84 |
| Tower Bridge Advisors | 58,986 | 80.14 | 57,686 | 75.82 |
| Toth Financial Advisory Corp | 57,863 | 80.14 | 57,217 | 75.83 |
| MLVAX - MFS Low Volatility Equity Fund A | 54,951 | 78.82 | 63,708 | 76.94 |
| PBUS - Invesco PureBeta MSCI USA ETF | 50,150 | 78.80 | 49,003 | 76.95 |
| New Mexico Educational Retirement Board | 46,730 | 80.14 | 49,030 | 75.83 |
| SCHK - Schwab 1000 Index ETF | 46,431 | 78.81 | 45,097 | 76.95 |
| Capital Insight Partners, Llc | 46,134 | 80.14 | 45,110 | 75.84 |
| BRWAX - MFS Blended Research Growth Equity Fund A | 42,435 | 78.80 | 40,746 | 76.94 |
| BRUDX - MFS Blended Research Value Equity Fund A | 37,205 | 78.81 | 37,763 | 76.95 |
| DEF - Invesco Defensive Equity ETF | 37,115 | 78.81 | 38,150 | 76.96 |
| Coastline Trust Co | 32,003 | 80.15 | 31,686 | 75.84 |
| Howland Capital Management Llc | 31,881 | 80.14 | 28,531 | 75.81 |
| Endurance Wealth Management, Inc. | 30,298 | 80.14 | 29,943 | 75.81 |
| Trust Co Of Vermont | 28,873 | 80.14 | 29,319 | 75.86 |
| Beacon Investment Advisory Services, Inc. | 28,352 | 80.14 | 28,643 | 75.83 |
| Baxter Bros Inc | 27,961 | 80.15 | 27,961 | 75.82 |
| Monument Capital Management | 27,959 | 80.15 | 29,606 | 75.83 |
| Atwood & Palmer Inc | 26,900 | 80.15 | 27,050 | 75.82 |
| MVGAX - MFS Low Volatility Global Equity Fund A | 24,912 | 78.80 | 25,116 | 76.96 |
| Costello Asset Management, INC | 24,159 | 80.14 | 28,488 | 75.82 |
| RWL - Invesco S&P 500 Revenue ETF | 23,727 | 78.81 | 19,469 | 76.94 |
| Patton Albertson Miller Group, Llc | 19,985 | 80.16 | 24,209 | 75.84 |
| Sequoia Financial Advisors, LLC | 19,428 | 80.14 | 20,197 | 75.85 |
| BKD Wealth Advisors, LLC | 19,396 | 80.12 | 19,933 | 75.85 |
| Middleton & Co Inc/ma | 18,970 | 80.13 | 19,440 | 75.82 |
| Altium Wealth Management LLC | 18,191 | 80.15 | 7,527 | 75.86 |
| Stratos Wealth Partners, LTD. | 18,141 | 80.15 | 17,938 | 75.82 |
| Exeter Financial, LLC | 18,055 | 80.14 | 17,858 | 75.82 |
| Wedbush Securities Inc | 17,655 | 80.15 | 17,481 | 75.85 |
| Sawyer & Company, Inc | 17,139 | 80.17 | 17,480 | 75.86 |
| Old National Bancorp /in/ | 15,687 | 80.13 | 40 | 75.00 |
| Sumitomo Life Insurance Co | 15,590 | 80.12 | 15,078 | 75.81 |
| TrimTabs Asset Management, LLC | 15,503 | 80.11 | 24,059 | 75.81 |
| Geneos Wealth Management Inc. | 14,028 | 81.91 | 13,349 | 75.81 |
| GSB Wealth Management, LLC | 13,537 | 80.15 | 13,500 | 75.85 |
| Aurora Private Wealth, Inc. | 13,125 | 80.15 | 13,198 | 75.84 |
| Courier Capital Llc | 12,877 | 80.14 | 12,877 | 75.79 |
| Grimes & Company, Inc. | 12,821 | 80.10 | 12,821 | 75.81 |
| Granite Investment Partners, LLC | 12,616 | 80.14 | 12,616 | 75.86 |
| Mattern Wealth Management LLC | 11,492 | 80.14 | 11,492 | 75.79 |
| Dearborn Partners Llc | 11,378 | 80.15 | 10,792 | 75.80 |
| Trust Co Of Virginia /va | 11,340 | 80.07 | 11,710 | 75.83 |
| Stratos Wealth Advisors, LLC | 10,498 | 80.11 | 10,536 | 75.84 |
| Aevitas Wealth Management, Inc. | 10,216 | 80.17 | 10,204 | 75.85 |
| Lincoln Capital LLC | 10,079 | 80.17 | 10,079 | 75.80 |
| Atlantic Union Bankshares Corp | 9,693 | 80.16 | 9,897 | 75.88 |
| Fort Pitt Capital Group, Llc | 9,296 | 80.14 | 9,957 | 75.83 |
| Arrow Financial Corp | 9,210 | 80.13 | 9,310 | 75.83 |
| KG&L Capital Management,LLC | 9,189 | 80.10 | 11,068 | 75.80 |
| Inverness Counsel Llc /ny/ | 9,185 | 80.13 | 11,323 | 75.86 |
| Cornell Pochily Investment Advisors, Inc. | 9,108 | 80.15 | 9,106 | 75.88 |
| Beacon Financial Advisory LLC | 8,962 | 80.12 | 9,044 | 75.85 |
| New England Research & Management, Inc. | 8,938 | 80.11 | 8,938 | 75.86 |
| VHDAX - Voya U.S. High Dividend Low Volatility Fund Class A | 8,923 | 78.79 | 10,153 | 76.92 |
| Walter & Keenan Financial Consulting Co /mi/ /adv | 8,813 | 80.11 | 8,933 | 75.79 |
| FNDB - Schwab Fundamental U.S. Broad Market Index ETF | 8,306 | 78.86 | 7,614 | 76.96 |
| WASHINGTON TRUST Co | 8,253 | 80.09 | 8,253 | 75.85 |
| Mcdonald Partners Llc | 8,176 | 80.11 | 8,007 | 75.81 |
| Savant Capital, LLC | 8,048 | 80.14 | 8,001 | 75.74 |
| Sandy Spring Bank | 8,031 | 80.19 | 9,561 | 75.72 |
| Shulman DeMeo Asset Management LLC | 7,992 | 80.08 | 7,962 | 75.86 |
| Hc Financial Advisors Inc | 7,709 | 80.17 | 7,829 | 75.87 |
| First Hawaiian Bank | 7,595 | 80.18 | 7,807 | 75.83 |
| Spinnaker Trust | 7,487 | 80.14 | 7,687 | 75.84 |
| EQTIX - Shelton Core Value Fund Direct Shares | 7,400 | 78.78 | 7,400 | 76.89 |
| Monarch Capital Management Inc/ | 7,399 | 80.15 | 7,399 | 75.82 |
| Aaron Wealth Advisors LLC | 7,194 | 80.07 | 543,928 | 13.19 |
| Capital Investment Counsel, Inc | 6,700 | 80.15 | 6,700 | 75.82 |
| Spire Wealth Management | 6,611 | 80.17 | 7,083 | 75.82 |
| Bogart Wealth, LLC | 6,320 | 80.06 | 6,320 | 75.79 |
| TFG Advisers LLC | 6,287 | 80.17 | 6,287 | 75.87 |
| Omnia Family Wealth, LLC | 6,238 | 80.15 | 6,238 | 75.83 |
| Rice Partnership, LLC | 6,182 | 80.07 | 6,182 | 75.87 |
| DLCFX - Destinations Large Cap Equity Fund Class I | 6,100 | 78.85 | 6,579 | 76.91 |
| First Command Financial Services, Inc. | 6,059 | 80.05 | 6,224 | 76.00 |
| First Command Bank | 6,059 | 80.05 | 6,224 | 76.00 |
| PMSAX - Global Multi-Strategy Fund Class A | 5,896 | 78.87 | 3,958 | 77.06 |
| Violich Capital Management, Inc. | 5,776 | 80.16 | 5,908 | 75.83 |
| Brandywine Oak Private Wealth Llc | 5,669 | 80.08 | 5,597 | 75.75 |
| GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares | 5,593 | 78.85 | 5,593 | 76.88 |
| Ogorek Anthony Joseph /ny/ /adv | 5,482 | 80.08 | 5,482 | 75.70 |
| SPFIX - S&P 500 Index Fund Direct Shares | 5,442 | 78.83 | 5,442 | 76.99 |
| Chesapeake Wealth Management | 5,415 | 80.15 | 5,485 | 75.84 |
| Front Street Capital Management, Inc. | 5,361 | 80.21 | 5,426 | 75.75 |
| Mitchell Sinkler & Starr/pa | 5,311 | 80.21 | 5,636 | 75.76 |
| CZOVX - Zacks All-Cap Core Fund Institutional Class | 5,310 | 78.72 | 5,966 | 76.94 |
| Richwood Investment Advisors, LLC | 5,287 | 80.20 | 5,487 | 75.82 |
| Dixon Hubard Feinour & Brown Inc/va | 5,234 | 80.05 | 6,184 | 75.84 |
| Lakeview Capital Partners, LLC | 5,170 | 80.08 | 5,171 | 75.81 |
| Ml & R Wealth Management Llc | 4,822 | 80.05 | 4,820 | 75.93 |
| Heartwood Wealth Advisors LLC | 4,636 | 80.24 | 6,636 | 75.80 |
| Cornerstone Wealth Group, LLC | 4,628 | 80.16 | 4,676 | 75.92 |
| First City Capital Management, Inc. | 4,580 | 80.13 | 4,600 | 75.87 |
| Retirement Guys Formula Llc | 4,445 | 80.09 | 3,100 | 75.81 |
| Mountain Pacific Investment Advisers Inc/id | 4,290 | 80.19 | 6,096 | 75.79 |
| Legacy Advisors, LLC | 4,276 | 80.22 | 3,578 | 75.74 |
| Clear Harbor Asset Management, LLC | 4,234 | 80.07 | 4,234 | 75.81 |
| Security Financial Services, INC. | 4,010 | 80.05 | 3,960 | 75.76 |
| Delta Investment Management, LLC | 4,000 | 80.25 | 4,000 | 75.75 |
| Enhancing Capital LLC | 4,000 | 85.25 | 4,000 | 75.75 |
| Franklin, Parlapiano, Turner & Welch, LLC | 3,996 | 80.08 | 3,996 | 75.83 |
| American Research & Management Co. | 3,927 | 80.21 | 4,244 | 75.87 |
| Foster Group, Inc. | 3,874 | 80.02 | 3,620 | 75.97 |
| Northstar Asset Management Llc | 3,730 | 80.16 | 3,730 | 75.87 |
| GenTrust, LLC | 3,596 | 80.09 | 3,596 | 75.92 |
| Hexagon Capital Partners LLC | 3,540 | 80.23 | 3,809 | 75.87 |
| SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF | 3,465 | 78.79 | 1,749 | 77.19 |
| Capital Investment Advisory Services, LLC | 3,269 | 80.15 | 3,374 | 75.87 |
| Hengehold Capital Management Llc | 3,222 | 80.07 | 3,222 | 75.73 |
| Cadence Bank Na | 2,875 | 80.00 | 2,875 | 75.83 |
| DT Investment Partners, LLC | 2,720 | 80.15 | 2,720 | 75.74 |
| Secure Asset Management, LLC | 2,717 | 80.24 | 2,706 | 75.76 |
| Bristlecone Advisors, LLC | 2,711 | 80.04 | 2,710 | 75.65 |
| Alpha Omega Wealth Management LLC | 2,665 | 80.30 | 2,765 | 75.95 |
| Hartford Financial Management Inc. | 2,569 | 80.19 | 3,219 | 75.80 |
| Excalibur Management Corp | 2,560 | 80.08 | 0 | |
| Winthrop Advisory Group LLC | 2,535 | 80.08 | 0 | |
| IUS - Invesco RAFI(TM) Strategic US ETF | 2,465 | 78.70 | 3,916 | 76.86 |
| Triasima Portfolio Management inc. | 2,400 | 80.00 | 2,400 | 75.42 |
| JTC Employer Solutions Trusteee Ltd | 2,000 | 80.00 | 2,000 | 76.00 |
| Financial Connections Group, Inc. | 1,971 | 79.65 | 2,106 | 75.50 |
| DBEM - Xtrackers MSCI Emerging Markets Hedged Equity ETF | 1,843 | 21.16 | 1,866 | 19.29 |
| Private Ocean, LLC | 1,533 | 79.58 | 1,533 | 75.67 |
| Washington Trust Advisors, Inc. | 1,352 | 79.88 | 1,798 | 75.64 |
| SUPAX - DWS Multi-Asset Growth Allocation Fund Class A | 1,278 | 79.03 | 1,822 | 76.84 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. Class A | 1,207 | 78.71 | 1,207 | 77.05 |
| Central Bank & Trust Co | 1,000 | 80.00 | 1,000 | 76.00 |
| Bradley & Co. Private Wealth Management, LLC | 846 | 80.38 | 846 | 75.65 |
| PrairieView Partners, LLC | 792 | 79.55 | 792 | 75.76 |
| DBAW - Xtrackers MSCI All World ex US Hedged Equity ETF | 750 | 21.33 | 750 | 18.67 |
| Arlington Partners LLC | 670 | 80.60 | 670 | 76.12 |
| Enterprise Trust & Investment Co | 653 | 79.63 | 500 | 76.00 |
| Morton Brown Family Wealth, LLC | 598 | 80.27 | 600 | 75.00 |
| Thompson Siegel & Walmsley Llc | 566 | 79.51 | 3,691 | 75.86 |
| Bank Julius Baer & Co. Ltd, Zurich | 464 | 79.74 | 1,080 | 75.93 |
| Annapolis Financial Services, LLC | 300 | 80.00 | 319 | 75.24 |
| Canton Hathaway, LLC | 288 | 79.86 | 0 | |
| JNBA Financial Advisors | 177 | 79.10 | 177 | 73.45 |
| Investors Research Corp | 122 | 81.97 | 122 | 73.77 |
| 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 | Percent Decrease |
|---|
| Name |
|---|