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 4,290 94.00 46.82 46.30
Previous Quarter 4,455 109.00 46.82 47.58

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 42 669 952 15 459 380
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 2 4 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 18 23 301 6 143 119
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 639,821,138 14.19 23.83 824,864,048 18.29 46.19
Previous Quarter 325,091,697 7.21 46.83 824,788,395 18.29 47.10

Current Quarter Top 20 Holding Institutes

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

Name Shares PPS
Vanguard Group Inc 399,364,773 46.82
VANGUARD GROUP INC 396,613,344
BlackRock Inc. 319,288,132 46.82
BlackRock Inc. 313,915,209
Capital International Investors 203,010,007 46.83
State Street Corp 171,152,369 46.82
Capital Research Global Investors 155,288,925 46.82
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 130,579,851 46.82
AWSHX - WASHINGTON MUTUAL INVESTORS FUND Class A 111,983,029 39.76
Capital World Investors 106,871,828 46.82
Massachusetts Financial Services Co /ma/ 102,701,432 46.82
VFINX - Vanguard 500 Index Fund Investor Shares 99,006,463 46.82
Dodge & Cox 84,782,490 46.82
Geode Capital Management, Llc 80,630,726 46.71
Wellington Management Group Llp 79,518,792 46.82
Fmr Llc 78,026,341 46.82
Jpmorgan Chase & Co 71,135,491 46.82
AIVSX - INVESTMENT CO OF AMERICA Class A 68,675,369 46.82
Bank Of America Corp /de/ 67,177,430 46.82
Invesco Qqq Trust, Series 1 65,502,691 46.82

Previous Quarter Top 20 Holding Institutes

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

Name Shares PPS
Vanguard Group Inc 399,364,773 46.82
BlackRock Inc. 319,288,132 46.82
Capital International Investors 203,010,007 46.83
State Street Corp 171,152,369 46.82
Capital Research Global Investors 155,288,925 46.82
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 130,579,851 46.82
AWSHX - WASHINGTON MUTUAL INVESTORS FUND Class A 117,959,655 49.99
Capital World Investors 106,871,828 46.82
Massachusetts Financial Services Co /ma/ 102,701,432 46.82
VFINX - Vanguard 500 Index Fund Investor Shares 99,006,463 46.82
Dodge & Cox 84,782,490 46.82
Geode Capital Management, Llc 80,630,726 46.71
Wellington Management Group Llp 79,518,792 46.82
Fmr Llc 78,026,341 46.82
Jpmorgan Chase & Co 71,135,491 46.82
AIVSX - INVESTMENT CO OF AMERICA Class A 68,675,369 46.82
Bank Of America Corp /de/ 67,177,430 46.82
Invesco Qqq Trust, Series 1 65,502,691 46.82
ABALX - AMERICAN BALANCED FUND Class A 61,311,110 46.82
Northern Trust Corp 49,782,894 46.82

 

Recent Quarter Analysis

Name Shares PPS
VANGUARD GROUP INC 396,613,344
Virginia Retirement Systems Et Al 1,280,906 46.82
Polaris Wealth Advisory Group, LLC 1,037,583 39.24
ITHAX - THE HARTFORD CAPITAL APPRECIATION FUND Class A 762,678 39.76
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 655,763 44.28
INUTX - Columbia Dividend Opportunity Fund Class A 650,000 44.28
Wealth Enhancement Advisory Services, Llc 265,536 39.96
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 206,528 44.28
CFIAX - Columbia Flexible Capital Income Fund Class A 175,000 44.28
BMCIX - Blackrock High Equity Income Fund Institutional 146,530 44.28
Garland Capital Management Inc 72,728 39.24
ITTAX - Hartford Multi-Asset Income and Growth Fund Class A 21,670 39.78
Northwest Bancshares, Inc. 19,879 46.83
Walker Asset Management, LLC 18,713 41.36
Telemus Capital, Llc 15,703 46.81
Naviter Wealth, LLC 15,695 39.25
Nicholas Hoffman & Company, LLC. 14,152 46.85
Westshore Wealth, LLC 10,327 39.22
WDIAX - Wilmington Diversified Income Fund Class A Shares 10,265 39.75
Ern Llc 10,000 39.20
Name Shares PPS
Nuveen Asset Management, LLC 34,701,528 46.67
Royal Bank Of Canada 14,866,921 46.82
Royal Bank Of Canada 14,866,921 46.82
Marshall Wace, Llp 8,805,174 46.82
Barclays Plc 8,326,148 46.82
Credit Suisse Ag/ 7,141,309 46.82
Credit Suisse Ag/ 7,141,309 46.82
3G Sahana Capital Management LP 3,859,205 46.82
Marshall Wace North America L.P. 2,835,981 55.93
DAVENPORT & Co LLC 2,387,558 47.04
Parallax Volatility Advisers, L.P. 1,713,500 46.82
Virginia Retirement Systems Et Al 1,280,906 46.82
Advisor Group Holdings, Inc. 1,045,258 42.14
FBLAX - Franklin Managed Income Fund CLASS A 800,000 49.99
XN Exponent Advisors LLC 691,500 55.93
Atalanta Sosnoff Capital, Llc 605,170 46.82
TIGRX - TIAA-CREF Growth & Income Fund Institutional Class 557,933 49.99
O'Shares Investment Advisers, LLC 414,970 46.82
Hexavest Inc. 397,490 55.93
Arvest Bank Trust Division 369,129 55.93
Tudor Investment Corp Et Al 363,599 46.82
B. Metzler seel. Sohn & Co. Holding AG 323,972 55.93
NULV - Nuveen ESG Large-Cap Value ETF 298,935 49.99
Alexandria Capital, LLC 294,758 55.93
PTLC - Pacer Trendpilot US Large Cap ETF 229,669 49.99
Laurion Capital Management LP 226,300 46.82
TCOEX - Tactical Offensive Equity Fund 220,600 49.99
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 218,454 55.93
HighTower Trust Services, LTA 192,265 46.82
Psagot Investment House Ltd. 173,141 55.93
Granite Investment Advisors, LLC 163,066 55.93
Pineno Levin & Ford Asset Management, Inc. 154,791 50.33
PTNQ - Pacer Trendpilot 100 ETF 138,527 49.99
Homrich & Berg 128,023 55.93
Bbva Usa 126,720 55.93
World Asset Management Inc 125,059 55.93
Balyasny Asset Management Llc 120,000 46.82
Landsberg, Bennett, & Dubbaneh LLC 117,920 57.21
HighPoint Advisor Group LLC 116,127 55.93
MLVIX - BMO Large-Cap Value Fund Class I 108,591 49.98
NorthCoast Asset Management LLC 90,838 55.96
Oak Asset Management, LLC 89,196 46.82
Nuveen Tax-advantaged Dividend Growth Fund 84,039 55.93
Unified Trust Company, N.A. 82,822 55.93
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 76,800 55.92
IBM Retirement Fund 71,817 46.81
MDIVX - BMO Dividend Income Fund Class I 70,734 49.98
Nuveen Tax Advantaged Total Return Strategy Fund 70,215 55.93
McMahon Financial Advisors, LLC 66,465 0.69
ExodusPoint Capital Management, LP 65,937 46.82
ExodusPoint Capital Management, LP 65,937 46.82
First Midwest Bank Trust Division 64,972 50.33
Heritage Way Advisors, LLC 56,287 50.33
CLRG - IQ Chaikin U.S. Large Cap ETF 54,857 49.98
IFP Advisors, Inc 47,131 50.52
TLORX - Transamerica Large Value Opportunities R 41,986 49.99
Bnc Wealth Management, Llc 41,316 46.81
V Wealth Advisors LLC 34,626 46.81
Nuveen Diversified Dividend & Income Fund 34,427 55.94
Markston International Llc 33,456 50.33
Maven Securities LTD 31,700 46.81
Mid Atlantic Financial Management Inc/adv 30,255 55.92
HAP Trading, LLC 27,500 0.95
Access Financial Services, Inc. 26,385 46.81
Magnolia Wealth Management, LLC 26,070 47.95
Caas Capital Management Lp 25,000 46.84
Ameritas Investment Corp 24,783 0.04
Heritage Wealth Management, Llc 24,118 55.93
Country Club Trust Company, n.a. 24,056 50.59
FDMO - Fidelity Momentum Factor ETF 23,723 49.99
RPGAX - T. Rowe Price Global Allocation Fund, Inc. 23,604 49.99
First Mercantile Trust Co 23,341 55.91
Paloma Partners Management Co 22,493 46.81
Highview Capital Management LLC/DE/ 21,557 46.81
SUNAMERICA SERIES TRUST - SA Columbia Technology Portfolio Class 1 21,100 51.42
Berman Capital Advisors, LLC 20,847 55.88
Northwest Bancshares, Inc. 19,879 46.83
Carroll Financial Associates, Inc. 18,026 50.43
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 17,922 49.99
Green Harvest Asset Management LLC 16,610 65.02
Telemus Capital, Llc 15,703 46.81
TSWEX - Ts&w Equity Portfolio Institutional Class Shares 14,500 51.45
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 14,260 55.96
Cascadia Advisory Services, LLC 14,168 55.90
Nicholas Hoffman & Company, LLC. 14,152 46.85
MEMBERS Trust Co 13,937 50.30
Fma Advisory Inc 12,905 55.95
FCPI - Fidelity Stocks for Inflation ETF 12,569 49.96
Covenant Multifamily Offices, LLC 9,438 56.79
Farr Miller & Washington Llc/dc 8,839 55.89
Wolf Group Capital Advisors 8,083 46.76
Segment Wealth Management, LLC 8,080 46.78
Qci Asset Management Inc/ny 7,386 55.92
PDAVX - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 7,188 49.94
Cardan Capital Partners, LLC 6,805 55.99
Claraphi Advisory Network, LLC 6,773 46.80
Financial Sense Advisors, Inc. 6,339 46.85
Prentice Wealth Management LLC 6,331 55.92
Lantz Financial LLC 6,327 50.26
Gemmer Asset Management LLC 6,305 46.79
Reitz Capital Advisors LLC 6,215 46.82
Centric Wealth Management 6,042 46.84
DHGBX - Diamond Hill Global Fund Class A 6,004 55.96
HEDJX - Scharf Alpha Opportunity Fund Retail Class 5,985 55.97
VSL - Volshares Large Cap ETF 5,930 49.92
ETF Portfolio Partners, Inc. 5,626 46.75
Spotlight Asset Group, Inc. 5,489 55.93
BT Wealth Management LLC 5,488 46.83
Burns J W & Co Inc/ny 5,266 46.90
Harbor Financial Services, Llc 5,253 55.97
Dearborn Partners Llc 5,235 46.80
Prelude Capital Management, Llc 5,200 46.73
Sonora Investment Management, LLC 5,195 56.02
Fusion Capital, LLC 5,161 46.89
Diversified, LLC 5,052 46.91
Freedom Day Solutions, LLC 4,934 46.82
New England Investment & Retirement Group, Inc. 4,934 55.94
STAAA - SA PGI Asset Allocation Portfolio Class 3 4,863 55.93
Paragon Private Wealth Management, LLC 4,834 42.20
Accredited Investors Inc. 4,829 46.80
Family Legacy, Inc. 4,816 46.72
Keystone Wealth Services, LLC 4,810 46.78
Weaver Consulting Group 4,789 46.77
Connecticut Wealth Management, LLC 4,633 46.84
Youngs Advisory Group, Inc. 4,588 46.86
Signature Estate & Investment Advisors Llc 4,511 46.77
Trevian Wealth Management LLC 4,478 46.90
Old Dominion Capital Management Inc 4,433 55.94
First Citizens Financial Corp 4,427 46.76
Lakeview Capital Partners, LLC 4,395 46.87
Willner & Heller, Llc 4,374 50.30
Jacobs & Co/ca 4,355 46.61
Security National Trust Co 4,330 57.04
Crescent Capital Consulting, LLC 4,101 50.23
Wealth Quarterback LLC 3,898
Landmark Wealth Management, LLC 3,175 1000.00
Mercer Capital Advisers, Inc. 2,733 55.98
FLRG - Fidelity U.S. Multifactor ETF 2,711 50.17
Tarbox Family Office, Inc. 1,816 46.81
Parkside Investments, LLC 1,034 46.42
Filbrandt Wealth Management, LLC 898 55.68
Paladin Advisory Group, LLC 880 46.59
VTRN - VictoryShares Top Veteran Employers ETF 495 56.57
UBCB - UBC Algorithmic Fundamentals ETF 271 51.66
Ulland Investment Advisors, LLC 255 47.06
GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 191 52.36
Investmark Advisory Group LLC 151 46.36
Strategic Asset Management, LLC 96 41.67
Future Financial Wealth Managment LLC 20 50.00
Polar Asset Management Partners Inc.
Sageworth Trust Co
Lakeside Advisors, INC.
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
Investment House Llc
McCarthy Asset Management, Inc.
New Capital Management LP
SageGuard Financial Group, LLC
Flagship Private Wealth, LLC
Optimal Asset Management, Inc.
FTLS - First Trust Long/Short Equity ETF
Marietta Investment Partners Llc
Paragon Wealth Strategies, LLC
WDIVX - WESTFIELD CAPITAL DIVIDEND GROWTH FUND Institutional Class Shares
Sycomore Asset Management
HCR Wealth Advisors
Bridge Advisory, LLC
TVMAX - Guggenheim RBP Large-Cap Market Fund Class A
Willis Johnson & Associates, Inc.
Provident Investment Management, Inc.
Bp Plc
Pictet North America Advisors SA
LSVGX - LSV Global Value Fund Institutional Class Shares
Spirit Of America Management Corp/ny
New World Advisors LLC
YLD - Principal Active Income ETF (formerly Principal EDGE Active Income ETF)
FLSPX - SPECTRUM FUND Retail Class
BSW Wealth Partners
Horst & Graben Wealth Management LLC
TruWealth Advisors, LLC
TMMAX - SIMT Tax-Managed Managed Volatility Fund Class F
BRWAX - MFS Blended Research Growth Equity Fund A
Cutter & CO Brokerage, Inc.
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
Maverick Capital Ltd
USHYX - High Income Fund Shares
IVW - iShares S&P 500 Growth ETF
IGLGX - Columbia Select Global Equity Fund Class A
Shakespeare Wealth Management, Inc.
Mirabella Financial Services Llp
Bingham Osborn & Scarborough Llc
MRJIX - Real Assets Portfolio Class I
Capstone Financial Advisors, Inc.
Origin Asset Management LLP
Clarus Wealth Advisors
Gries Financial Llc
Act Two Investors Llc
Santori & Peters, Inc.
Benson Investment Management Company, Inc.
Re Advisers Corp
Northstar Advisory Group, LLC
Roman Butler Fullerton & Co
TVRAX - Guggenheim Directional Allocation Fund Class A
Family Firm, Inc.
Hollencrest Capital Management
Reynders McVeigh Capital Management, LLC
University Of Notre Dame Du Lac
Value Partners Investments Inc.
Healthcare Of Ontario Pension Plan Trust Fund
Point72 Asset Management, L.P.
Eubel Brady & Suttman Asset Management Inc
Harbor Group, Inc.
Magnetar Financial LLC
Jordan Park Group LLC
Round Rock Advisors, LLC
Scopus Asset Management, L.p.
H&H Retirement Design & Management INC
GSB Wealth Management, LLC
HOVLX - Value Fund
Texas Capital Bank Wealth Management Services Inc
Purus Wealth Management, LLC
Bath Savings Trust Co
IYC - iShares U.S. Consumer Services ETF
Lehman & Derafelo Financial Resources LLC
Personal Wealth Partners
Modus Advisors, LLC
Duality Advisers, Lp
Moody Lynn & Lieberson, Llc
Aquire Wealth Advisors, LLC
Barnett & Company, Inc.
SBK Financial, Inc.
Cookson Peirce & Co Inc
Mckinley Capital Management Llc /delaware
Oliver Luxxe Assets LLC
Axiom Financial Strategies, LLC
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
WestEnd Advisors, LLC
T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
Mezzasalma Advisors, LLC
Hunter Associates Investment Management Llc
Abner Herrman & Brock Llc
SOAVX - Spirit Of America Large Cap Value Fund Class A
Mach-1 Financial Group, Inc.
Hancock Whitney Investment Services Inc.
Quadrature Capital Ltd
Seelaus Asset Management LLC
UGIEX - Global Equity Income Fund Shares
Leverty Financial Group, LLC
ALTL - Pacer Lunt Large Cap Alternator ETF
BBISX - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
JSGAX - John Hancock U.S. Quality Growth Fund Class A
Acorn Wealth Advisors, LLC
Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
Firestone Capital Management
Junto Capital Management LP
TVDAX - Guggenheim RBP Large-Cap Defensive Fund Class A
FFPIX - Fidelity Flex Opportunistic Insights Fund
Camarda Financial Advisors, LLC
JUST - Goldman Sachs JUST U.S. Large Cap Equity ETF
Hanlon Investment Management, Inc.
FCNTX - Fidelity Contrafund
BigSur Wealth Management LLC
EQRR - ProShares Equities for Rising Rates ETF
Zweig-DiMenna Associates LLC
Arabesque Asset Management Ltd
Stonebridge Financial Planning Group, LLC
GSLIX - Goldman Sachs Large Cap Value Fund Institutional
HMS Capital Management, LLC
JDVRX - PGIM JENNISON VALUE FUND Class R
Walled Lake Planning & Wealth Management, Llc
Alley Co LLC
Systematic Alpha Investments, LLC
ACUSX - Advisors Capital US Dividend Fund
Parkwood LLC
LLPFX - Longleaf Partners Fund
Johnson Bixby & Associates, LLC
Masso Torrence Wealth Management Inc.
Woodley Farra Manion Portfolio Management Inc
Edgar Lomax Co/va
Stack Financial Management, Inc
True Link Financial Advisors, LLC
Gerber Kawasaki Wealth & Investment Management
Chase Investment Counsel Corp
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
Altshuler Shaham Ltd
FRBSX - Franklin Mutual U.s. Value Fund Class A
Horizon Financial Services, Llc
JPDEX - JPMorgan Tax Aware Equity Fund Class I
WTMVX - Segall Bryant & Hamill Global Large Cap Fund -Retail Class
Goldentree Asset Management Lp
James Reed Financial Services, Inc.
Anfield Capital Management, LLC
First Quadrant L P/ca
AlphaStar Capital Management, LLC
Quilter Plc
Trian Fund Management, L.p.
LMR Partners LLP
OMFL - Invesco Russell 1000(R) Dynamic Multifactor ETF
AWIIX - CIBC Atlas Income Opportunities Fund Institutional Class
Gw Henssler & Associates Ltd
Thompson Davis & Co., Inc.
Charles Schwab Trust Co
United Asset Strategies, Inc.
LCORX - LEUTHOLD CORE INVESTMENT FUND -Retail Class
Livingston Group Asset Management CO (operating as Southport Capital Management)
IUSG - iShares Core S&P U.S. Growth ETF
Easterly Investment Partners Llc
ABPAX - AB Conservative Wealth Strategy Class A
STCIX - Virtus Silvant Large-Cap Growth Stock Fund Class A
Ballast Advisors Llc
FGRO - Fidelity Growth Opportunities ETF
WLVLX - Wells Fargo Low Volatility U.S. Equity Fund Class A
Vision Capital Management, Inc.
Truvestments Capital Llc
Cassady Schiller Wealth Management, LLC
Odey Holdings Ltd
Rather & Kittrell, Inc.
Fft Wealth Management Llc
Todd Asset Management Llc
ONOF - Global X Adaptive U.S. Risk Management ETF
Goodwin Investment Advisory
SSHFX - Sound Shore Fund, Inc. Investor Class
Tacita Capital Inc
FMKFX - Fidelity Magellan K6 Fund
XRLV - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
Shore Point Advisors, LLC
CHASX - Chase Growth Fund Class N
Mbb Public Markets I Llc
FQUAX - AMG FQ Long-Short Equity Fund Class N
XR Securities LLC
TVVAX - Guggenheim RBP Large-Cap Value Fund Class A
Zuckerman Investment Group, LLC
HNDDX - Horizon Active Dividend Fund Investor Class
Ground Swell Capital, LLC
VWELX - VANGUARD WELLINGTON FUND Investor Shares
Morningstar Funds Trust - Morningstar Alternatives Fund
HDCAX - Rational Equity Armor Fund Class A Shares
Aries Wealth Management
Honeycomb Asset Management LP
QUAGX - Quaker Impact Growth Fund Advisor Class
BULIX - Utilities Fund Investor Class
Marathon Capital Management
Wagner Wealth Management, Llc
Sound Shore Management Inc /ct/
Redwood Investment Management, Llc
Lloyd Park, LLC
Sterling Financial Planning, Inc.
Marietta Wealth Management, LLC
DLQAX - BNY Mellon Large Cap Equity Fund Class A
RMEAX - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
Private Asset Management Inc
Cornerstone Advisory, LLC
APEEX - Aperture Endeavour Equity Fund Class X Shares
LRT Capital Management, LLC
Advisor OS, LLC
LEQAX - LoCorr Dynamic Equity Fund Class A
Findlay Park Partners LLP
Md Sass Investors Services Inc
MKT Advisors LLC
Professional Financial Advisors, LLC
Ninepoint Partners LP
Bayesian Capital Management, LP
TRVLX - T. Rowe Price Value Fund, Inc.
FLCNX - Fidelity Contrafund K6
LeJeune Puetz Investment Counsel LLC
Edge Wealth Management LLC
Inverness Counsel Llc /ny/
Robbins Farley Llc
FAGAX - Fidelity Advisor Growth Opportunities Fund Class A
Source Financial Advisors LLC
Voya Global Advantage & Premium Opportunity Fund
Woodline Partners LP
Krane Funds Advisors LLC
Alpine Global Management, LLC
Old North State Trust, LLC
LSLTX - LEUTHOLD SELECT INDUSTRIES FUND No Load
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
Deuterium Capital Management, LLC
Exos Asset Management LLC
Petrus Trust Company, LTA
AMP Capital Investors Ltd
Liberty Wealth Management Llc
Alpha Paradigm Partners, LLC
Ambassador Advisors, LLC
MRLIX - AMG Renaissance Large Cap Growth Fund Class Z
PJDAX - PGIM JENNISON RISING DIVIDEND FUND Class A
SPVM - Invesco S&P 500 Value with Momentum ETF
D'Orazio & Associates, Inc.
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A
Profunds - Profund Vp Large-cap Growth
Standard Family Office LLC
Transform Wealth, LLC
Fullerton Fund Management Co Ltd
One + One Wealth Management, Llc
Diker Management Llc
KVLE - KFA Value Line(R) Dynamic Core Equity Index ETF
Baltimore-Washington Financial Advisors, Inc.
Covenant Partners, LLC
Pensionfund Sabic
Hrt Financial Lp
Nikulski Financial, Inc.
Retirement Planning Co of New England, Inc.
AXS Investments LLC
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
CPEAX - Catalyst Dynamic Alpha Fund Class A
Mayfair Advisory Group, LLC
Evolution Advisers, Inc.
Ackerman Capital Advisors, LLC
FNIAX - Fidelity Advisor New Insights Fund Class A
Krs Capital Management, Llc
Fulcrum Equity Management
Henrickson Nauta Wealth Advisors, Inc.
Pensionfund DSM Netherlands
LLGLX - Longleaf Partners Global Fund
Brendel Financial Advisors LLC
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
GFVAX - Goldman Sachs Focused Value Fund Class A Shares
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
Elmwood Wealth Management, Inc.
BetterWealth, LLC
Weiss Multi-Strategy Advisers LLC
Running Point Capital Advisors, LLC
SBRAX - Segall Bryant & Hamill All Cap Fund Retail Class
Marino, Stram & Associates Llc
Brookfield Asset Management Inc.
Atlas Private Wealth Advisors
ALSMX - Archer Multi Cap Fund
Bridgeworth, LLC
Marble Harbor Investment Counsel, LLC
MML Series Investment Fund II - MML Equity Rotation Fund Class II
Cabot Wealth Management Inc
Bridgefront Capital, LLC
Barometer Capital Management Inc.
Allen Capital Group, LLC
Navigation Wealth Management, Inc.
Avondale Wealth Management
Machina Capital S.a.s.
Foster Group, Inc.
First Business Financial Services, Inc.
Better Money Decisions, LLC
SPYG - SPDR(R) Portfolio S&P 500 Growth ETF
Affinity Capital Advisors, LLC
Teamwork Financial Advisors, LLC
FLQL - Franklin LibertyQ U.S. Equity ETF
DAGVX - BNY Mellon Dynamic Value Fund Class A
SeaTown Holdings Pte. Ltd.
Contravisory Investment Management, Inc.
Koss-Olinger Consulting, LLC
Aperture Investors, LLC
Clear Perspectives Financial Planning, LLC
AWEIX - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
TGFTX - TCW Artificial Intelligence Equity Fund Class I
Sand Hill Global Advisors, LLC
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
Vista Wealth Management Group, LLC
PGDIX - Global Diversified Income Fund Institutional Class
Harvest Fund Management Co., Ltd
Norges Bank
Lbmc Investment Advisors, Llc
Pure Financial Advisors, Inc.
HESGX - Horizon ESG Defensive Core Fund Investor Class
Old Point Trust & Financial Services N A
Grant/GrossMendelsohn, LLC
VOOG - Vanguard S&P 500 Growth Index Fund ETF Shares
Rational Advisors Llc
WEQRX - Segall Bryant & Hamill Workplace Equality Fund -Retail Class
FAOFX - Fidelity Advisor Series Growth Opportunities Fund
Seven Eight Capital, Lp
Premier Asset Management Llc
Carlson Capital Management
Investment Management Associates Inc /adv
Community Bank of Raymore
Jennison Associates Llc
HWG Holdings LP
Morse Asset Management, Inc
Alerus Financial Na
Neuberger Berman Next Generation Connectivity Fund Inc.
Investors Financial Group, LLC
Claybrook Capital, LLC
NGQAX - Neuberger Berman Integrated Large Cap Fund Class A
Summit Wealth Group, LLC
Truadvice, LLC
Alphasimplex Group, Llc
Keystone Financial Group
Bank Hapoalim Bm
Waratah Capital Advisors Ltd.
Jericho Capital Asset Management L.P.
Taylor & Morgan Wealth Management, LLC
DESRX - DWS ESG Core Equity Fund Class R
Blueshift Asset Management, LLC
WoodTrust Financial Corp
AMJ Financial Wealth Management
BLUIX - BLUEPRINT GROWTH FUND Institutional Class
RPG Investment Advisory, LLC
DBOAX - BNY Mellon Balanced Opportunity Fund Class A
London & Capital Asset Management Ltd
Fort Pitt Capital Group, Llc
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1
RLSIX - RiverPark Long/Short Opportunity Fund Institutional Class
IFG Advisors, LLC
Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2
Hemenway Trust Co LLC
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
LaFleur & Godfrey LLC
Financial Advisors, LLC
Capital City Trust Co/fl
tru Independence LLC
LGPIX - Large-cap Growth Profund Investor Class
Engrave Wealth Partners LLC
Navalign, LLC
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
Us Financial Advisors, Llc
Cna Financial Corp
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio
Bordeaux Wealth Advisors LLC
DEF - Invesco Defensive Equity ETF
COPLX - Copley Fund Inc /nv/
Engine No. 1 Llc
FCEUX - Franklin U.S. Core Equity (IU) Fund Advisor
Elm Advisors, Llc
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
Ulysses Management LLC
Gruss & Co., LLC
AOBLX - Pioneer Balanced ESG Fund : Class A
Colony Capital, Inc.
Community Capital Management, Inc.
NICSX - Nicholas Fund Inc
Hyman Charles D
Algert Global Llc
Westfield Capital Management Co Lp
Holloway Wealth Management, LLC
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
MGNDX - Praxis Growth Index Fund Class A
Dark Forest Capital Management Lp
USLB - Invesco Russell 1000 Low Beta Equal Weight ETF
Cahill Financial Advisors Inc
Marathon Trading Investment Management LLC
Cooper/haims Advisors, Llc
Ade, Llc
Evolution Wealth Advisors, LLC
Pathway Financial Advisors LLC
Ford Financial Group, LLC
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF
LOMAX - Edgar Lomax Value Fund Investor Class
Egerton Capital (UK) LLP
DCUAX - DWS CROCI U.S. Fund Class A
ASFIX - Absolute Strategies Fund Institutional Shares
NFEAX - Columbia Large Cap Growth Opportunity Fund Class A
Wilkinson Global Asset Management LLC
Deltec Asset Management Llc
Ativo Capital Management LLC
Range Financial Group LLC
Financial Insights, Inc.
LWM Advisory Services, LLC
NZS Capital, LLC
Affinity Wealth Management Llc
Condor Capital Management
Waters Parkerson & Co., Llc
Susquehanna International Group Ltd.
Empyrean Capital Partners, LP
Perennial Investment Advisors, LLC
Alyeska Investment Group, L.P.
Virtu Financial LLC
Pearl River Capital, LLC
H. L. Ormond & Company, LLC
Redwood Investments, LLC
Ibex Wealth Advisors
Riverwater Partners LLC
VCULX - Growth Fund
N.E.W. Advisory Services LLC
Intercontinental Wealth Advisors, LLC
Berkshire Bank
Jackson Creek Investment Advisors LLC
Quaker Wealth Management, LLC
Mastrapasqua Asset Management Inc
ARLSX - AMG River Road Long-Short Fund CLASS N SHARES
FFEIX - Nuveen Dividend Value Fund Class A
TD Capital Management LLC
Braun Stacey Associates Inc
SHFVX - ClearBridge All Cap Value Fund Class A
GFSYX - Strategic Alternatives Fund Institutional
TSP Capital Management Group, LLC
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
FMAGX - Fidelity Magellan Fund
Breakline Capital Llc
Full Sail Capital, LLC
Teza Capital Management LLC
Joseph P. Lucia & Associates, LLC
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio
Tabor Asset Management, LP
Relyea Zuckerberg Hanson LLC
Adams Diversified Equity Fund, Inc.
Jackson Wealth Management, LLC
FVWSX - Fidelity Series Opportunistic Insights Fund
Royal Fund Management, LLC
HCYAX - HILTON TACTICAL INCOME FUND Investor Class
PYVLX - Payden Equity Income Fund (Investor Class)
Van Leeuwen & Company, LLC
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
Hellman Jordan Management Co Inc /ma/
Leuthold Group, Llc
Stelac Advisory Services LLC
SUBZ - Roundhill Streaming Services & Technology ETF
Martingale Asset Management L P
Barr E S & Co
Resolute Advisors LLC
Odey Asset Management Group Ltd
First International Bank & Trust
Capital Bank & Trust Co
NAWGX - Voya Global Equity Fund Class A
KLCD - KFA Large Cap Quality Dividend Index ETF
RGT Wealth Advisors, LLC
BBLIX - BBH Select Series - Large Cap Fund Class I Shares
Total Clarity Wealth Management, Inc.
Chesley Taft & Associates LLC
Third Point LLC
Quantitative Systematic Strategies LLC
Shay Capital LLC
IVW - iShares S&P 500 Growth ETF
Trexquant Investment LP
Principal Street Partners, LLC
Carderock Capital Management Inc
Nicholas Company, Inc.
Guidance Point Advisors, LLC
Palisade Capital Management Llc/nj
Equitec Proprietary Markets, Llc
Genesee Capital Advisors, LLC
Sabal Trust CO
SG3 Management, LLC
SG3 Management, LLC
Pavion Blue Capital, LLC
Insight Wealth Partners, LLC
Pegasus Partners Ltd.
StoneX Group Inc.
WFA of San Diego, LLC
COGMX - AXS Market Neutral Fund Investor Class Shares
Ahl Investment Management, Inc.
Caption Management, LLC
Dohj, Llc
Hilton Capital Management, LLC
Mint Tower Capital Management B.V.
Carson Advisory Inc.
Voya Global Equity Dividend & Premium Opportunity Fund
Wharton Business Group, LLC
Reliant Investment Management, LLC
Trust Co of Kansas
Summit Financial Strategies, Inc.
Financial Consulate, Inc
Noesis Capital Mangement Corp
Trinity Legacy Partners, LLC
Jackson Hole Capital Partners, LLC
Mint Tower Capital Management B.V.
GALLX - Goldman Sachs Flexible Cap Fund Class A Shares
Blackstone Group Inc
Botty Investors LLC
Vahanian & Associates Financial Planning Inc.
Securian Funds Trust - SFT T. Rowe Price Value Fund
Chemistry Wealth Management LLC
Kiwi Wealth Investments Limited Partnership
Tealwood Asset Management Inc
SG3 Management, LLC
Rodgers Brothers Inc.
Apriem Advisors
Dynamic Technology Lab Private Ltd
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
Fernbridge Capital Management Lp
Probity Advisors, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
AWSHX - WASHINGTON MUTUAL INVESTORS FUND Class A 111,983,029 39.76 117,959,655 49.99
AMRMX - AMERICAN MUTUAL FUND Class A 44,985,395 39.76 44,641,595 49.99
MEIAX - MFS Value Fund A 34,178,865 44.28 34,830,750 46.76
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares 27,919,972 39.76 29,943,776 49.99
CAIBX - CAPITAL INCOME BUILDER Class A 24,701,035 39.76 24,186,669 49.99
VDIGX - Vanguard Dividend Growth Fund Investor Shares 21,267,057 39.76 20,582,810 49.99
SGENX - First Eagle Global Fund Class A 20,976,453 39.76 20,976,453 49.99
VYM - Vanguard High Dividend Yield Index Fund ETF Shares 17,675,864 39.76 17,884,053 49.99
LBSAX - Columbia Dividend Income Fund Class A 15,441,897 44.28 16,088,118 46.76
Dfa Investment Trust Co - The U.s. Large Cap Value Series 13,782,625 39.76 13,782,625 49.99
Rothschild & Co Wealth Management UK Ltd 9,948,145 39.24 9,957,887 46.82
SWPPX - Schwab S&P 500 Index Fund 8,195,180 39.76 8,082,187 49.99
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 7,437,032 39.76 7,539,337 49.99
LCEAX - Invesco Diversified Dividend Fund Class A 6,862,837 39.76 6,862,837 49.99
DGRO - iShares Core Dividend Growth ETF 6,821,140 39.76 6,579,993 49.99
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 6,592,140 39.76 6,592,140 49.99
IHGIX - THE HARTFORD DIVIDEND AND GROWTH FUND Class A 6,256,872 39.76 5,966,901 49.99
DFMVX - Tax-managed U.s. Marketwide Value Portfolio Ii 5,581,653 39.76 5,581,653 49.99
FNKLX - Fidelity Series Value Discovery Fund 5,547,204 39.76 5,141,004 49.99
DDVAX - Delaware Value Fund Class A 5,260,863 44.28 5,260,863 46.76
Name Current Shares Current PPS Previous Shares Previous PPS
Carnegie Capital Asset Management, LLC 239,563 56.99 188,926 46.82
Leith Wheeler Investment Counsel Ltd. 51,502 50.52 22,731 46.81
Archford Capital Strategies, LLC 25,445 0.04 25,667 0.04
GraniteShares Advisors LLC 18,239 39.20 0
BKD Wealth Advisors, LLC 13,464 39.22 0
Westside Investment Management, Inc. 12,409 0.16 12,837 0.16
QWVPX - Clearwater Core Equity Fund 8,195 46.86 67,600 46.82
Aaron Wealth Advisors LLC 6,467 39.12 330,502 21.36
C2C Wealth Management, LLC 6,132 41.26 0
Monument Capital Management 6,103 39.16 0
FLPSX - Fidelity Low-Priced Stock Fund 4,988 39.70 0
FLKSX - Fidelity Low-Priced Stock K6 Fund 512 39.06 0
Tfo-tdc, Llc 355 39.44 0
Mizuho Securities Co. Ltd. 175 51.43 1,176 46.77
SAVN - LifeGoal Conservative Wealth Builder ETF 64 46.88 32 31.25
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
LCCAX - Columbia Contrarian Core Fund Class A 2,223,828 4,202,044 44.28 1,978,216 46.76 112.42
Metropolis Capital Ltd 1,613,091 4,812,358 39.24 3,199,267 46.82 50.42
VWNFX - Vanguard Windsor II Fund Investor Shares 1,533,200 4,683,613 39.76 3,150,413 49.99 48.67
PQIAX - Equity Income Fund formerly Equity Income Fund I Class A 1,502,116 3,342,992 39.76 1,840,876 49.99 81.60
CBLAX - Columbia Balanced Fund Class A 936,997 1,857,438 44.28 920,441 46.76 101.80
VDIGX - Vanguard Dividend Growth Fund Investor Shares 684,247 21,267,057 39.76 20,582,810 49.99 3.32
CAIBX - CAPITAL INCOME BUILDER Class A 514,366 24,701,035 39.76 24,186,669 49.99 2.13
QYLD - Global X NASDAQ 100 Covered Call ETF 504,071 2,638,774 39.76 2,134,703 49.99 23.61
ACSTX - Invesco Comstock Fund Class A 447,636 3,178,558 39.76 2,730,922 49.99 16.39
FNKLX - Fidelity Series Value Discovery Fund 406,200 5,547,204 39.76 5,141,004 49.99 7.90
AMRMX - AMERICAN MUTUAL FUND Class A 343,800 44,985,395 39.76 44,641,595 49.99 0.77
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 343,489 924,733 39.24 581,244 47.40 59.10
QQQM - Invesco NASDAQ 100 ETF 331,319 1,614,041 44.28 1,282,722 46.76 25.83
FNDX - Schwab Fundamental U.S. Large Company Index ETF 313,959 1,819,348 44.28 1,505,389 46.76 20.86
TEMWX - Templeton World Fund Class A 296,980 1,526,109 44.28 1,229,129 46.76 24.16
IHGIX - THE HARTFORD DIVIDEND AND GROWTH FUND Class A 289,971 6,256,872 39.76 5,966,901 49.99 4.86
FVDFX - Fidelity Value Discovery Fund 281,834 2,173,037 39.76 1,891,203 49.99 14.90
PRF - Invesco FTSE RAFI US 1000 ETF 269,498 1,147,849 39.76 878,351 49.99 30.68
FBCVX - Fidelity Blue Chip Value Fund 253,600 581,200 39.76 327,600 49.99 77.41
DGRO - iShares Core Dividend Growth ETF 241,147 6,821,140 39.76 6,579,993 49.99 3.66
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
AWSHX - WASHINGTON MUTUAL INVESTORS FUND Class A 5,976,626 111,983,029 39.76 117,959,655 49.99 -5.07
Allspring Global Investments Holdings, LLC 2,959,717 2,807,230 39.24 5,766,947 46.82 -51.32
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares 2,023,804 27,919,972 39.76 29,943,776 49.99 -6.76
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 1,306,883 1,482,269 39.76 2,789,152 49.99 -46.86
River Road Asset Management, LLC 1,185,365 1,572,550 39.24 2,757,915 46.82 -42.98
HBLAX - THE HARTFORD BALANCED INCOME FUND Class A 846,927 3,191,453 39.76 4,038,380 49.99 -20.97
Regions Financial Corp 659,510 1,348,625 39.24 2,008,135 46.82 -32.84
MEIAX - MFS Value Fund A 651,885 34,178,865 44.28 34,830,750 46.76 -1.87
LBSAX - Columbia Dividend Income Fund Class A 646,221 15,441,897 44.28 16,088,118 46.76 -4.02
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C 438,346 2,387,897 39.76 2,826,243 49.99 -15.51
Country Trust Bank 392,951 1,610 394,561 0.05 -99.59
SHAPX - ClearBridge Appreciation Fund Class A 331,331 2,542,700 39.76 2,874,031 49.99 -11.53
Aaron Wealth Advisors LLC 324,035 6,467 39.12 330,502 21.36 -98.04
Artemis Investment Management LLP 315,800 115,000 39.34 430,800 46.78 -73.31
TOK - iShares MSCI Kokusai ETF 312,846 15,560 39.78 328,406 49.99 -95.26
FLCPX - Fidelity SAI U.S. Large Cap Index Fund 304,150 1,498,447 39.76 1,802,597 49.99 -16.87
Tcw Group Inc 297,043 1,232,815 39.24 1,529,858 46.82 -19.42
CABDX - AB RELATIVE VALUE FUND, INC. Class A 269,250 1,160,869 39.76 1,430,119 49.99 -18.83
HQIAX - THE HARTFORD EQUITY INCOME FUND Class A 259,152 2,114,427 39.76 2,373,579 49.99 -10.92
TIRTX - TIAA-CREF Large-Cap Growth Fund Retail Class 249,977 478,352 39.76 728,329 49.99 -34.32
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Caption Management, LLC 0
SpiderRock Advisors, LLC 0
Name Previous Calls
Blackstone Group Inc 0
CenterStar Asset Management, LLC 0
Mint Tower Capital Management B.V. 0
Polar Asset Management Partners Inc. 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

Past Week Analysis

Name Shares PPS
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 655,763 44.28
INUTX - Columbia Dividend Opportunity Fund Class A 650,000 44.28
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 206,528 44.28
CFIAX - Columbia Flexible Capital Income Fund Class A 175,000 44.28
BMCIX - Blackrock High Equity Income Fund Institutional 146,530 44.28
Garland Capital Management Inc 72,728 39.24
Walker Asset Management, LLC 18,713 41.36
Founders Capital Management 9,871 39.21
P-Solve Investments Ltd 8,767 39.24
J2 Capital Management Inc 7,444 39.23
Momentum Advisors, LLC 6,353 39.19
Heritage Financial Services, LLC 3,437 38.99
Orion Capital Management LLC 2,689 39.42
Urban Wealth Management, LLC 1,215 39.51
Darrow Company, Inc. 241 37.34
Morton Brown Family Wealth, LLC 123 40.65
Bradley & Co. Private Wealth Management, LLC 86 34.88
Carolina Wealth Advisors, LLC 0
Name Shares PPS
Wolf Group Capital Advisors 8,083 46.76
Ulland Investment Advisors, LLC 255 47.06
Bnc Wealth Management, Llc 41,316 46.81
Dearborn Partners Llc 5,235 46.80
Freedom Day Solutions, LLC 4,934 46.82
Weaver Consulting Group 4,789 46.77
Magnolia Wealth Management, LLC 26,070 47.95
HighTower Trust Services, LTA 192,265 46.82
Tarbox Family Office, Inc. 1,816 46.81
Segment Wealth Management, LLC 8,080 46.78
Willner & Heller, Llc 4,374 50.30
IBM Retirement Fund 71,817 46.81
Gemmer Asset Management LLC 6,305 46.79
Access Financial Services, Inc. 26,385 46.81
Highview Capital Management LLC/DE/ 21,557 46.81
Landmark Wealth Management, LLC 3,175 1000.00
O'Shares Investment Advisers, LLC 414,970 46.82
Lakeview Capital Partners, LLC 4,395 46.87
Family Legacy, Inc. 4,816 46.72
Trevian Wealth Management LLC 4,478 46.90
Diversified, LLC 5,052 46.91
Reitz Capital Advisors LLC 6,215 46.82
Accredited Investors Inc. 4,829 46.80
Name Current Shares Current PPS Previous Shares Previous PPS
MEIAX - MFS Value Fund A 34,178,865 44.28 34,830,750 46.76
LBSAX - Columbia Dividend Income Fund Class A 15,441,897 44.28 16,088,118 46.76
DDVAX - Delaware Value Fund Class A 5,260,863 44.28 5,260,863 46.76
Truist Financial Corp 4,697,237 39.24 4,538,289 46.82
LCCAX - Columbia Contrarian Core Fund Class A 4,202,044 44.28 1,978,216 46.76
SCHX - Schwab U.S. Large-Cap ETF 3,528,675 44.28 3,700,668 46.76
Scharf Investments, Llc 3,088,827 39.24 3,107,816 46.82
Allspring Global Investments Holdings, LLC 2,807,230 39.24 5,766,947 46.82
Strs Ohio 2,591,383 39.24 2,588,939 46.82
SCHB - Schwab U.S. Broad Market ETF 2,292,263 44.28 2,289,285 46.76
Boston Trust Walden Corp 2,157,679 39.24 2,117,837 46.82
SCHV - Schwab U.S. Large-Cap Value ETF 2,114,816 44.28 2,096,157 46.76
CBLAX - Columbia Balanced Fund Class A 1,857,438 44.28 920,441 46.76
FNDX - Schwab Fundamental U.S. Large Company Index ETF 1,819,348 44.28 1,505,389 46.76
CZMVX - Multi-Manager Value Strategies Fund Institutional Class 1,787,034 44.28 2,013,860 46.76
QQQM - Invesco NASDAQ 100 ETF 1,614,041 44.28 1,282,722 46.76
River Road Asset Management, LLC 1,572,550 39.24 2,757,915 46.82
Regions Financial Corp 1,348,625 39.24 2,008,135 46.82
INDZX - Columbia Large Cap Value Fund Class A 1,332,500 44.28 1,245,900 46.76
Welch & Forbes Llc 1,311,956 39.24 1,287,116 46.82
Tcw Group Inc 1,232,815 39.24 1,529,858 46.82
Everett Harris & Co /ca/ 1,032,569 39.24 1,084,547 46.82
Conning Inc. 1,029,492 39.19 997,946 46.80
SLMCX - Columbia Seligman Communications and Information Fund Class A 1,013,525 44.28 1,016,525 46.76
Commonwealth Equity Services, Llc 975,927 39.24 884,868 46.82
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 924,733 39.24 581,244 47.40
BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES 808,063 44.28 808,063 46.76
Rnc Capital Management Llc 748,815 39.24 606,930 46.82
Gulf International Bank (UK) Ltd 740,598 39.33 740,598 46.82
NSGAX - Columbia Select Large Cap Equity Fund Class A 621,539 44.28 550,980 46.76
MAI Capital Management 571,455 39.24 556,681 46.82
Campbell Newman Asset Management Inc 556,767 39.24 526,360 46.82
Louisiana State Employees Retirement System 522,600 41.31 526,800 47.40
Coerente Capital Management 518,209 39.24 490,754 46.82
Guyasuta Investment Advisors Inc 460,510 39.24 468,234 46.82
Hartford Investment Management Co 452,262 39.24 451,570 46.82
NEIAX - Columbia Large Cap Index Fund Class A 429,481 44.28 422,271 46.76
First Fiduciary Investment Counsel, Inc. 414,799 39.24 423,131 46.82
NDXKX - Nasdaq-100 Index Fund K Shares 393,387 44.28 396,547 46.76
WASHINGTON TRUST Co 392,006 39.24 374,991 46.82
Baxter Bros Inc 351,742 39.24 346,495 46.82
Oregon Public Employees Retirement Fund 350,560 39.24 364,506 46.82
Endurance Wealth Management, Inc. 299,411 39.24 299,888 46.82
ABVAX - AB Value Fund Class A 295,934 44.28 309,201 46.76
PBUS - Invesco PureBeta MSCI USA ETF 284,128 44.28 279,040 46.76
AUIAX - AB EQUITY INCOME FUND INC Class A 279,890 44.28 279,890 46.76
Wealthfront Advisers Llc 270,433 39.24 214,037 46.82
AWAAX - AB Wealth Appreciation Strategy Class A 262,669 44.28 219,871 46.76
RWL - Invesco S&P 500 Revenue ETF 260,793 44.28 208,600 46.76
Ziegler Capital Management, LLC 257,952 39.24 246,094 46.73
New Mexico Educational Retirement Board 250,716 39.24 263,016 46.82
SCHK - Schwab 1000 Index ETF 249,255 44.28 244,140 46.76
JGP Wealth Management, LLC 239,631 39.83 225,921 47.42
BTC Capital Management, Inc. 227,646 39.19 97,845 46.77
HWLIX - Hotchkis & Wiley Large Cap Value Fund Class I 227,000 39.24 227,300 46.82
Sequoia Financial Advisors, LLC 220,671 39.24 215,602 46.82
Ledyard National Bank 207,582 39.24 216,389 46.82
LS Investment Advisors, LLC 206,897 39.24 207,821 46.82
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 205,423 44.28 220,317 46.76
First Hawaiian Bank 199,958 39.24 196,919 46.82
VYCBX - Voya Corporate Leaders(R) 100 Fund Class C 199,649 44.28 196,534 46.76
Olstein Capital Management, L.P. 195,000 39.24 195,000 46.82
Tower Bridge Advisors 183,882 39.24 193,085 46.82
Trust Co Of Vermont 183,171 39.24 163,337 46.82
Grimes & Company, Inc. 181,291 39.24 169,947 46.82
Mitchell Sinkler & Starr/pa 178,401 39.24 179,690 46.82
Thompson Siegel & Walmsley Llc 173,795 39.24 377,819 46.82
First American Trust, Fsb 169,562 39.24 170,919 46.82
Monte Financial Group, LLC 162,305 39.24 143,812 46.82
Foster Victor Wealth Advisors, LLC 161,451 39.83 138,047 47.73
ATWAX - AB Tax-Managed Wealth Appreciation Strategy Class A 157,055 44.28 138,651 46.76
Exchange Traded Concepts, Llc 148,975 39.24 83,683 46.82
Central Bank & Trust Co 145,803 39.23 154,343 46.81
Lee Danner & Bass Inc 145,604 39.24 149,137 46.82
Umb Bank N A/mo 145,385 39.24 162,631 46.82
Sandy Spring Bank 133,349 39.24 137,733 46.82
WESPAC Advisors SoCal, LLC 131,736 39.24 131,763 46.82
Cutler Investment Counsel Llc 126,471 39.24 125,489 46.82
Geneos Wealth Management Inc. 124,297 40.28 116,600 46.82
Karpas Strategies, Llc 124,127 39.24 109,665 46.82
EQTIX - Shelton Core Value Fund Direct Shares 120,000 44.28 120,000 46.76
Artemis Investment Management LLP 115,000 39.34 430,800 46.78
CTCAX - Columbia Global Technology Growth Fund Class A 112,081 44.28 114,857 46.76
Buffington Mohr McNeal 110,428 39.24 115,413 46.82
ILVFX - Columbia Integrated Large Cap Value Fund Institutional Class 109,197 44.28 136,149 46.76
Amplius Wealth Advisors, LLC 106,576 39.24 108,955 46.82
Walter & Keenan Financial Consulting Co /mi/ /adv 105,767 39.24 100,995 46.83
Old National Bancorp /in/ 105,307 39.24 42,165 46.84
CWA Asset Management Group, LLC 103,439 39.24 89,234 46.82
Capital Insight Partners, Llc 100,764 39.24 101,313 46.82
Meritage Portfolio Management 98,800 39.24 97,438 46.82
Violich Capital Management, Inc. 97,747 39.24 93,354 46.82
Canal Capital Management, LLC 94,268 39.24 86,230 46.82
Cornerstone Wealth Group, LLC 93,196 39.24 84,167 46.82
Cubic Asset Management, LLC 92,062 39.25 93,692 46.82
Costello Asset Management, INC 91,833 39.25 94,538 46.82
Atlantic Union Bankshares Corp 91,767 39.24 88,699 46.82
Hohimer Wealth Management, Llc 87,661 39.24 84,836 46.82
Atwater Malick LLC 85,843 39.23 78,653 46.83
Coastline Trust Co 84,406 39.24 86,950 46.82
Tandem Capital Management Corp /adv 82,944 39.24 82,644 45.38
KCS Wealth Advisory 82,893 39.24 76,037 46.82
Bridge Creek Capital Management LLC 82,366 39.24 88,581 46.82
Ellsworth Advisors, LLC 78,996 39.24 75,812 47.39
Mitchell & Pahl Private Wealth, Llc 76,703 39.24 75,289 46.82
Stratos Wealth Partners, LTD. 75,072 39.24 76,420 46.82
Courier Capital Llc 74,868 39.24 76,792 46.81
Guardian Investment Management 72,112 39.23 72,122 46.81
Arjuna Capital 70,628 39.23 68,939 46.82
James Hambro & Partners 69,581 39.25 80,100 46.83
MLVAX - MFS Low Volatility Equity Fund A 69,533 44.28 80,612 46.75
FNDB - Schwab Fundamental U.S. Broad Market Index ETF 69,418 44.28 60,337 46.75
Sumitomo Life Insurance Co 68,240 39.24 66,896 46.82
Beacon Financial Group 66,777 39.10 50,408 47.19
Clear Harbor Asset Management, LLC 65,813 39.23 68,763 46.81
BRUDX - MFS Blended Research Value Equity Fund A 65,497 44.28 66,480 46.77
ADGAX - AB CORE OPPORTUNITIES FUND, INC. Class A 63,834 44.29 76,104 46.76
ABWAX - AB All Market Total Return Portfolio Class A 62,831 44.28 53,159 46.77
Wedbush Securities Inc 62,019 39.25 51,760 46.81
Hengehold Capital Management Llc 62,002 39.24 57,588 46.82
Sawtooth Solutions, LLC 60,868 39.23 51,798 46.82
Comerica Securities,inc. 60,797 39.25 40,763 46.83
Icon Wealth Partners, LLC 60,275 39.24 63,182 46.82
SOL Capital Management CO 60,142 39.24 57,346 46.82
Argyle Capital Management Inc. 59,092 39.24 59,092 46.83
Asset Dedication, LLC 58,966 39.51 53,499 46.80
Investment Research & Advisory Group, Inc. 57,358 39.24 52,612 46.81
Lynch Asset Management, Inc. 57,100 39.25 57,100 46.83
Founders Capital Management, Llc 56,904 39.24 56,904 46.82
ZDIVX - Zacks Dividend Fund Investor Class 56,617 44.28 48,024 46.77
Analyst IMS Investment Management Services Ltd. 55,806 39.23 57,996 46.83
Lester Murray Antman dba SimplyRich 54,391 39.23 54,436 46.81
Aevitas Wealth Management, Inc. 54,138 39.23 53,956 46.82
Bristlecone Advisors, LLC 53,514 39.24 51,520 46.82
North Star Investment Management Corp. 52,127 39.23 52,541 46.82
DDIAX - Delaware Wealth Builder Fund Class A 51,403 44.28 47,803 46.75
Spire Wealth Management 51,133 39.23 76,885 46.82
Spinnaker Trust 50,532 39.24 57,741 46.83
Hennion & Walsh Asset Management, Inc. 50,095 39.25 65,718 46.82
Bowling Portfolio Management LLC 49,755 39.23 50,061 46.82
Bank Of Stockton 48,144 39.24 49,718 46.82
Institute for Wealth Management, LLC. 47,052 39.23 39,052 46.81
Altium Wealth Management LLC 46,834 39.24 50,061 46.82
DGEFX - Destinations Equity Income Fund Class I 45,912 44.28 55,504 46.75
Delaware Investments Dividend & Income Fund, Inc 44,948 44.27 42,048 46.76
Great Valley Advisor Group, Inc. 43,938 39.24 34,224 47.60
Hartford Financial Management Inc. 43,655 39.24 43,316 46.82
Demars Financial Group, LLC 43,398 39.24 5,917 46.81
Howland Capital Management Llc 42,254 39.24 29,463 46.80
Hnp Capital Llc 41,544 39.24 76,792 46.81
American Assets Investment Management, LLC 40,000 39.25 40,000 46.83
Savant Capital, LLC 39,990 39.23 32,630 46.83
Exeter Financial, LLC 39,454 39.24 11,379 46.84
HWCIX - Hotchkis & Wiley Diversified Value Fund Class I 39,100 39.23 36,200 46.82
Peterson Financial Group, Inc. 36,774 39.24 33,093 46.84
DT Investment Partners, LLC 35,968 39.23 35,420 46.84
VHDAX - Voya U.S. High Dividend Low Volatility Fund Class A 35,870 44.27 40,811 46.75
Hc Financial Advisors Inc 35,443 39.25 32,969 46.83
DLCFX - Destinations Large Cap Equity Fund Class I 32,743 44.28 35,588 46.76
Mattern Wealth Management LLC 32,143 39.23 32,129 46.81
Northstar Asset Management Llc 31,330 39.23 32,850 46.82
Beacon Investment Advisory Services, Inc. 30,916 39.24 29,603 46.82
Parisi Gray Wealth Management 30,205 39.23 31,150 46.81
Cumberland Advisors Inc 30,000 39.23 30,500 46.82
44 Wealth Management Llc 29,460 39.24 29,059 46.84
SPFIX - S&P 500 Index Fund Direct Shares 29,067 44.28 29,067 46.75
Mitchell Mcleod Pugh & Williams Inc 28,581 39.26 28,363 46.82
Sawyer & Company, Inc 28,570 39.24 28,570 46.83
Alpha Omega Wealth Management LLC 28,486 39.25 28,725 46.82
Beaumont Asset Management, L.L.C. 28,387 39.21 27,827 46.79
Oak Harbor Wealth Partners, Llc 28,381 39.25 24,416 46.81
Stratos Wealth Advisors, LLC 27,533 39.23 26,996 46.82
Aspiriant, Llc 27,314 39.25 27,798 46.73
Chiron Capital Management, Llc 25,149 39.25 22,549 46.83
Legacy Advisors, LLC 24,634 39.25 23,331 46.80
Baker Ellis Asset Management LLC 24,629 39.22 29,214 46.83
CRA Financial Services, LLC 24,471 39.23 24,385 46.83
Defined Wealth Management, Llc 23,498 39.24 23,498 46.81
Essex Savings Bank 23,375 39.23 23,157 46.77
IUS - Invesco RAFI(TM) Strategic US ETF 22,663 44.30 35,982 46.77
Atlas Private Wealth Management 22,365 39.26 23,519 46.81
Investors Research Corp 22,146 39.24 21,746 46.81
Canton Hathaway, LLC 22,128 39.23 22,128 46.82
Patton Albertson Miller Group, Llc 20,500 39.22 21,083 46.81
Mcdonald Partners Llc 20,361 39.24 19,421 46.81
Eastern Bank 18,693 39.27 20,055 46.82
Alpha Cubed Investments, LLC 18,538 39.22 8,769 46.87
First City Capital Management, Inc. 18,358 39.22 18,102 46.85
MVGAX - MFS Low Volatility Global Equity Fund A 18,346 44.26 18,496 46.77
Washington Trust Advisors, Inc. 18,301 39.23 20,586 46.83
Griffin Asset Management, Inc. 18,055 39.21 17,105 46.83
Good Life Advisors, LLC 17,845 39.23 14,568 46.81
PBMares Wealth Management LLC 17,411 39.23 17,758 46.80
DSHFX - Destinations Shelter Fund Class I 16,781 44.28 17,819 46.75
Chicago Capital, LLC 16,739 39.25 16,739 46.84
LVW Advisors, LLC 16,432 39.25 16,464 46.83
Brightworth 15,539 39.26 14,476 46.84
Means Investment Co., Inc. 14,905 39.25 15,053 46.83
Culbertson A N & Co Inc 14,685 39.22 11,784 46.76
Alliance Wealth Advisors, LLC 14,359 39.21 12,396 46.79
Tributary Capital Management, LLC 14,213 39.26 14,512 46.79
Proffitt & Goodson Inc 14,061 39.26 17,058 46.84
Chesapeake Wealth Management 14,046 39.23 16,430 46.87
SUPAX - DWS Multi-Asset Growth Allocation Fund Class A 13,839 44.30 13,839 46.75
Next Capital Management LLC 13,735 39.17 13,690 46.82
CMVIX - Blackrock Advantage Large Cap Growth Fund Institutional 13,255 44.29 78,073 46.76
Notis-McConarty Edward 12,780 39.20 12,980 46.84
TCI Wealth Advisors, Inc. 11,988 39.21 13,317 46.86
Bank Julius Baer & Co. Ltd, Zurich 11,866 39.27 12,820 46.80
Integrated Investment Consultants, LLC 11,725 39.23 12,763 46.85
GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares 11,597 44.32 11,597 46.74
Capital Advantage, Inc. 11,382 39.27 11,356 46.85
Jackson Square Capital, Llc 11,190 39.23 27,749 46.81
Saxon Interests, Inc. 11,150 39.28 11,205 46.85
First Command Financial Services, Inc. 10,995 39.20 19,848 46.81
First Command Bank 10,995 39.20 19,848 46.81
Aurora Private Wealth, Inc. 10,951 39.27 10,906 46.85
GPS Wealth Strategies Group, LLC 10,935 39.23 11,040 46.83
Measured Wealth Private Client Group, LLC 10,787 39.21 11,717 46.85
Capital Investment Advisory Services, LLC 10,775 39.26 10,531 46.81
Corbenic Partners LLC 10,397 39.24 10,397 46.84
Pendal Group Ltd 9,834 39.25 5,794 46.77
Ridgewood Investments LLC 9,620 39.19 7,666 46.83
Omnia Family Wealth, LLC 9,620 39.19 9,620 46.78
Crescent Grove Advisors, LLC 9,455 39.24 9,725 46.79
Brandywine Oak Private Wealth Llc 9,007 39.19 9,341 46.78
Shufro Rose & Co Llc 8,815 39.25 8,462 46.80
SignalPoint Asset Management, LLC 8,573 39.19 8,122 46.79
SNS Financial Group, LLC 8,504 39.16 8,293 46.79
PMSAX - Global Multi-Strategy Fund Class A 8,499 44.24 3,212 46.70
NatWest Group plc 7,990 39.30 7,990 46.81
Financial Advisory Corp /ut/ /adv 7,702 39.21 7,340 46.87
Argus Investors' Counsel, Inc. 7,688 39.28 6,635 46.87
BlackDiamond Wealth Management Inc. 7,681 41.79 11,474 46.80
Hemington Wealth Management 7,463 39.26 7,557 46.84
Congress Park Capital LLC 7,400 39.19 7,400 46.76
Cahaba Wealth Management, Inc. 7,316 39.23 8,362 39.70
Dixon Hubard Feinour & Brown Inc/va 7,178 39.29 7,745 46.87
CFO4Life Group, LLC 7,147 40.58 7,262 46.82
MRKYX - AB All Market Income Portfolio Advisor Class 7,033 44.22 4,273 46.81
New England Research & Management, Inc. 6,900 39.28 6,900 46.81
Horan Securities, Inc. 6,854 40.85 6,519 46.79
Wd Rutherford Llc 6,769 39.30 6,769 46.83
Winthrop Advisory Group LLC 6,615 39.30 7,249 46.77
FirstPurpose Wealth LLC 6,586 39.17 5,859 46.77
Hanson & Doremus Investment Management 6,551 39.23 6,570 46.88
Leonard Rickey Investment Advisors P.L.L.C. 6,413 39.30 5,772 46.78
Welch Group, LLC 6,329 39.18 6,686 46.81
Onyx Bridge Wealth Group LLC 6,213 42.65 6,360 44.50
Campion Asset Management LLC 6,035 39.27 6,035 46.89
Element Wealth, LLC 5,774 39.31 5,377 46.87
Jmac Enterprises Llc 5,746 39.16 5,720 46.85
Cadence Bank Na 5,636 39.21 5,099 46.68
Secure Asset Management, LLC 5,588 39.19 7,042 46.86
Successful Portfolios LLC 5,505 39.24 5,669 46.75
Autus Asset Management, LLC 5,480 39.23 5,113 46.74
Waterfront Wealth Inc. 5,338 39.15 5,335 47.24
Beacon Financial Advisory LLC 5,282 39.19 5,476 46.75
Arlington Partners LLC 5,281 39.20 1,950 46.67
Galvin, Gaustad & Stein, LLC 5,220 39.27 5,220 46.74
Middleton & Co Inc/ma 5,184 39.16 5,184 46.88
Excalibur Management Corp 5,156 39.18 4,401 46.81
Marshall Financial Group LLC 5,113 39.31 5,525 46.88
AGIAX - AB Tax-Managed All Market Income Portfolio Class A 4,910 44.20 4,256 46.76
Coastal Capital Group, Inc. 4,891 39.26 4,861 46.90
Charter Oak Capital Management, LLC 4,841 39.25 5,327 50.31
Private Ocean, LLC 4,600 39.13 5,436 46.91
Atwood & Palmer Inc 4,512 39.23 4,512 46.76
Hendershot Investments Inc. 4,352 39.29 4,352 46.88
JNBA Financial Advisors 4,107 39.20 5,310 46.89
Arrow Financial Corp 3,348 39.43 3,348 46.89
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF 3,338 44.34 3,009 46.86
Hexagon Capital Partners LLC 3,282 39.31 1,498 46.73
Delaware Enhanced Global Dividend & Income Fund 3,200 44.38 3,200 46.88
Harel Insurance Investments & Financial Services Ltd. 3,167 39.15 3,532 46.72
FAAAX - Franklin K2 Alternative Strategies Fund Class A 2,890 44.29 1,019 47.11
Bogart Wealth, LLC 2,049 39.04 1,229 47.19
Annapolis Financial Services, LLC 2,045 39.12 2,258 46.94
Mv Capital Management, Inc. 1,907 39.33 2,307 46.81
Steward Financial Group LLC 1,744 38.99 1,741 46.52
American Research & Management Co. 1,625 39.38 1,625 46.77
Arcadia Investment Management Corp/mi 1,561 39.08 1,561 46.76
HighMark Wealth Management LLC 1,477 39.27 1,472 46.88
Enterprise Trust & Investment Co 1,123 39.18 1,116 46.59
Pacifica Partners Inc. 989 39.43 989 46.51
First Bank & Trust 954 39.83 954 46.12
Savior LLC 832 39.66 832 48.08
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 824 43.69 824 47.33
Lake Point Wealth Management 723 38.73 723 47.03
First Personal Financial Services 634 39.43 634 47.32
Financial Connections Group, Inc. 602 38.21 602 46.51
HBC Financial Services, PLLC 545 39968.81 543 44602.21
Maryland Capital Advisors Inc. 426 39.91 426 46.95
Ogorek Anthony Joseph /ny/ /adv 373 37.53 373 45.58
Toth Financial Advisory Corp 316 37.97 302 46.36
Life Planning Partners, Inc 248 40.32 248 48.39
Legacy Bridge, LLC 230 39.13 230 47.83
Tradewinds Capital Management, LLC 230 39.13 10,773 46.78
PrairieView Partners, LLC 192 41.67 192 46.88
Byrne Asset Management LLC 182 38.46 182 49.45
PFG Private Wealth Management, LLC 81 37.04 102 49.02
Name Current Shares Current PPS Previous Shares Previous PPS
GraniteShares Advisors LLC 18,239 39.20 0
BKD Wealth Advisors, LLC 13,464 39.22 0
Aaron Wealth Advisors LLC 6,467 39.12 330,502 21.36
C2C Wealth Management, LLC 6,132 41.26 0
Monument Capital Management 6,103 39.16 0
Mizuho Securities Co. Ltd. 175 51.43 1,176 46.77
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
LCCAX - Columbia Contrarian Core Fund Class A 2,223,828 4,202,044 44.28 1,978,216 46.76 112.42
CBLAX - Columbia Balanced Fund Class A 936,997 1,857,438 44.28 920,441 46.76 101.80
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 343,489 924,733 39.24 581,244 47.40 59.10
QQQM - Invesco NASDAQ 100 ETF 331,319 1,614,041 44.28 1,282,722 46.76 25.83
FNDX - Schwab Fundamental U.S. Large Company Index ETF 313,959 1,819,348 44.28 1,505,389 46.76 20.86
Truist Financial Corp 158,948 4,697,237 39.24 4,538,289 46.82 3.50
Rnc Capital Management Llc 141,885 748,815 39.24 606,930 46.82 23.38
BTC Capital Management, Inc. 129,801 227,646 39.19 97,845 46.77 132.66
Commonwealth Equity Services, Llc 91,059 975,927 39.24 884,868 46.82 10.29
INDZX - Columbia Large Cap Value Fund Class A 86,600 1,332,500 44.28 1,245,900 46.76 6.95
NSGAX - Columbia Select Large Cap Equity Fund Class A 70,559 621,539 44.28 550,980 46.76 12.81
Exchange Traded Concepts, Llc 65,292 148,975 39.24 83,683 46.82 78.02
Old National Bancorp /in/ 63,142 105,307 39.24 42,165 46.84 149.75
Wealthfront Advisers Llc 56,396 270,433 39.24 214,037 46.82 26.35
RWL - Invesco S&P 500 Revenue ETF 52,193 260,793 44.28 208,600 46.76 25.02
AWAAX - AB Wealth Appreciation Strategy Class A 42,798 262,669 44.28 219,871 46.76 19.47
Boston Trust Walden Corp 39,842 2,157,679 39.24 2,117,837 46.82 1.88
Demars Financial Group, LLC 37,481 43,398 39.24 5,917 46.81 633.45
Conning Inc. 31,546 1,029,492 39.19 997,946 46.80 3.16
Campbell Newman Asset Management Inc 30,407 556,767 39.24 526,360 46.82 5.78
Exeter Financial, LLC 28,075 39,454 39.24 11,379 46.84 246.73
Coerente Capital Management 27,455 518,209 39.24 490,754 46.82 5.59
Welch & Forbes Llc 24,840 1,311,956 39.24 1,287,116 46.82 1.93
Foster Victor Wealth Advisors, LLC 23,404 161,451 39.83 138,047 47.73 16.95
Comerica Securities,inc. 20,034 60,797 39.25 40,763 46.83 49.15
Trust Co Of Vermont 19,834 183,171 39.24 163,337 46.82 12.14
SCHV - Schwab U.S. Large-Cap Value ETF 18,659 2,114,816 44.28 2,096,157 46.76 0.89
Monte Financial Group, LLC 18,493 162,305 39.24 143,812 46.82 12.86
ATWAX - AB Tax-Managed Wealth Appreciation Strategy Class A 18,404 157,055 44.28 138,651 46.76 13.27
GraniteShares Advisors LLC 18,239 18,239 39.20 0 0.00
WASHINGTON TRUST Co 17,015 392,006 39.24 374,991 46.82 4.54
Beacon Financial Group 16,369 66,777 39.10 50,408 47.19 32.47
MAI Capital Management 14,774 571,455 39.24 556,681 46.82 2.65
Karpas Strategies, Llc 14,462 124,127 39.24 109,665 46.82 13.19
CWA Asset Management Group, LLC 14,205 103,439 39.24 89,234 46.82 15.92
JGP Wealth Management, LLC 13,710 239,631 39.83 225,921 47.42 6.07
BKD Wealth Advisors, LLC 13,464 13,464 39.22 0 0.00
Howland Capital Management Llc 12,791 42,254 39.24 29,463 46.80 43.41
Ziegler Capital Management, LLC 11,858 257,952 39.24 246,094 46.73 4.82
Grimes & Company, Inc. 11,344 181,291 39.24 169,947 46.82 6.68
Wedbush Securities Inc 10,259 62,019 39.25 51,760 46.81 19.82
Alpha Cubed Investments, LLC 9,769 18,538 39.22 8,769 46.87 111.40
Great Valley Advisor Group, Inc. 9,714 43,938 39.24 34,224 47.60 28.38
ABWAX - AB All Market Total Return Portfolio Class A 9,672 62,831 44.28 53,159 46.77 18.19
FNDB - Schwab Fundamental U.S. Broad Market Index ETF 9,081 69,418 44.28 60,337 46.75 15.05
Sawtooth Solutions, LLC 9,070 60,868 39.23 51,798 46.82 17.51
Cornerstone Wealth Group, LLC 9,029 93,196 39.24 84,167 46.82 10.73
ZDIVX - Zacks Dividend Fund Investor Class 8,593 56,617 44.28 48,024 46.77 17.89
Canal Capital Management, LLC 8,038 94,268 39.24 86,230 46.82 9.32
Institute for Wealth Management, LLC. 8,000 47,052 39.23 39,052 46.81 20.49
Geneos Wealth Management Inc. 7,697 124,297 40.28 116,600 46.82 6.60
Savant Capital, LLC 7,360 39,990 39.23 32,630 46.83 22.56
NEIAX - Columbia Large Cap Index Fund Class A 7,210 429,481 44.28 422,271 46.76 1.71
Atwater Malick LLC 7,190 85,843 39.23 78,653 46.83 9.14
KCS Wealth Advisory 6,856 82,893 39.24 76,037 46.82 9.02
C2C Wealth Management, LLC 6,132 6,132 41.26 0 0.00
Monument Capital Management 6,103 6,103 39.16 0 0.00
Asset Dedication, LLC 5,467 58,966 39.51 53,499 46.80 10.22
PMSAX - Global Multi-Strategy Fund Class A 5,287 8,499 44.24 3,212 46.70 164.60
Baxter Bros Inc 5,247 351,742 39.24 346,495 46.82 1.51
SCHK - Schwab 1000 Index ETF 5,115 249,255 44.28 244,140 46.76 2.10
PBUS - Invesco PureBeta MSCI USA ETF 5,088 284,128 44.28 279,040 46.76 1.82
Sequoia Financial Advisors, LLC 5,069 220,671 39.24 215,602 46.82 2.35
Walter & Keenan Financial Consulting Co /mi/ /adv 4,772 105,767 39.24 100,995 46.83 4.72
Investment Research & Advisory Group, Inc. 4,746 57,358 39.24 52,612 46.81 9.02
Hengehold Capital Management Llc 4,414 62,002 39.24 57,588 46.82 7.66
Violich Capital Management, Inc. 4,393 97,747 39.24 93,354 46.82 4.71
Pendal Group Ltd 4,040 9,834 39.25 5,794 46.77 69.73
Oak Harbor Wealth Partners, Llc 3,965 28,381 39.25 24,416 46.81 16.24
Peterson Financial Group, Inc. 3,681 36,774 39.24 33,093 46.84 11.12
DDIAX - Delaware Wealth Builder Fund Class A 3,600 51,403 44.28 47,803 46.75 7.53
Arlington Partners LLC 3,331 5,281 39.20 1,950 46.67 170.82
Good Life Advisors, LLC 3,277 17,845 39.23 14,568 46.81 22.49
Ellsworth Advisors, LLC 3,184 78,996 39.24 75,812 47.39 4.20
VYCBX - Voya Corporate Leaders(R) 100 Fund Class C 3,115 199,649 44.28 196,534 46.76 1.58
Atlantic Union Bankshares Corp 3,068 91,767 39.24 88,699 46.82 3.46
First Hawaiian Bank 3,039 199,958 39.24 196,919 46.82 1.54
SCHB - Schwab U.S. Broad Market ETF 2,978 2,292,263 44.28 2,289,285 46.76 0.13
Culbertson A N & Co Inc 2,901 14,685 39.22 11,784 46.76 24.62
HWCIX - Hotchkis & Wiley Diversified Value Fund Class I 2,900 39,100 39.23 36,200 46.82 8.01
Delaware Investments Dividend & Income Fund, Inc 2,900 44,948 44.27 42,048 46.76 6.90
Hohimer Wealth Management, Llc 2,825 87,661 39.24 84,836 46.82 3.33
SOL Capital Management CO 2,796 60,142 39.24 57,346 46.82 4.88
MRKYX - AB All Market Income Portfolio Advisor Class 2,760 7,033 44.22 4,273 46.81 64.59
Chiron Capital Management, Llc 2,600 25,149 39.25 22,549 46.83 11.53
Hc Financial Advisors Inc 2,474 35,443 39.25 32,969 46.83 7.50
Strs Ohio 2,444 2,591,383 39.24 2,588,939 46.82 0.09
Bristlecone Advisors, LLC 1,994 53,514 39.24 51,520 46.82 3.87
Alliance Wealth Advisors, LLC 1,963 14,359 39.21 12,396 46.79 15.84
Ridgewood Investments LLC 1,954 9,620 39.19 7,666 46.83 25.49
FAAAX - Franklin K2 Alternative Strategies Fund Class A 1,871 2,890 44.29 1,019 47.11 183.61
Hexagon Capital Partners LLC 1,784 3,282 39.31 1,498 46.73 119.09
Arjuna Capital 1,689 70,628 39.23 68,939 46.82 2.45
Mitchell & Pahl Private Wealth, Llc 1,414 76,703 39.24 75,289 46.82 1.88
Meritage Portfolio Management 1,362 98,800 39.24 97,438 46.82 1.40
Sumitomo Life Insurance Co 1,344 68,240 39.24 66,896 46.82 2.01
Beacon Investment Advisory Services, Inc. 1,313 30,916 39.24 29,603 46.82 4.44
Legacy Advisors, LLC 1,303 24,634 39.25 23,331 46.80 5.58
Brightworth 1,063 15,539 39.26 14,476 46.84 7.34
Argus Investors' Counsel, Inc. 1,053 7,688 39.28 6,635 46.87 15.87
Cutler Investment Counsel Llc 982 126,471 39.24 125,489 46.82 0.78
Griffin Asset Management, Inc. 950 18,055 39.21 17,105 46.83 5.55
Mcdonald Partners Llc 940 20,361 39.24 19,421 46.81 4.84
Bogart Wealth, LLC 820 2,049 39.04 1,229 47.19 66.72
Excalibur Management Corp 755 5,156 39.18 4,401 46.81 17.16
FirstPurpose Wealth LLC 727 6,586 39.17 5,859 46.77 12.41
Hartford Investment Management Co 692 452,262 39.24 451,570 46.82 0.15
AGIAX - AB Tax-Managed All Market Income Portfolio Class A 654 4,910 44.20 4,256 46.76 15.37
Leonard Rickey Investment Advisors P.L.L.C. 641 6,413 39.30 5,772 46.78 11.11
Beaumont Asset Management, L.L.C. 560 28,387 39.21 27,827 46.79 2.01
DT Investment Partners, LLC 548 35,968 39.23 35,420 46.84 1.55
Stratos Wealth Advisors, LLC 537 27,533 39.23 26,996 46.82 1.99
Cadence Bank Na 537 5,636 39.21 5,099 46.68 10.53
SignalPoint Asset Management, LLC 451 8,573 39.19 8,122 46.79 5.55
44 Wealth Management Llc 401 29,460 39.24 29,059 46.84 1.38
Investors Research Corp 400 22,146 39.24 21,746 46.81 1.84
Element Wealth, LLC 397 5,774 39.31 5,377 46.87 7.38
Autus Asset Management, LLC 367 5,480 39.23 5,113 46.74 7.18
Financial Advisory Corp /ut/ /adv 362 7,702 39.21 7,340 46.87 4.93
Shufro Rose & Co Llc 353 8,815 39.25 8,462 46.80 4.17
Hartford Financial Management Inc. 339 43,655 39.24 43,316 46.82 0.78
Horan Securities, Inc. 335 6,854 40.85 6,519 46.79 5.14
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF 329 3,338 44.34 3,009 46.86 10.93
Tandem Capital Management Corp /adv 300 82,944 39.24 82,644 45.38 0.36
First City Capital Management, Inc. 256 18,358 39.22 18,102 46.85 1.41
Capital Investment Advisory Services, LLC 244 10,775 39.26 10,531 46.81 2.32
Mitchell Mcleod Pugh & Williams Inc 218 28,581 39.26 28,363 46.82 0.77
Essex Savings Bank 218 23,375 39.23 23,157 46.77 0.94
SNS Financial Group, LLC 211 8,504 39.16 8,293 46.79 2.54
Aevitas Wealth Management, Inc. 182 54,138 39.23 53,956 46.82 0.34
CRA Financial Services, LLC 86 24,471 39.23 24,385 46.83 0.35
Next Capital Management LLC 45 13,735 39.17 13,690 46.82 0.33
Aurora Private Wealth, Inc. 45 10,951 39.27 10,906 46.85 0.41
Coastal Capital Group, Inc. 30 4,891 39.26 4,861 46.90 0.62
Capital Advantage, Inc. 26 11,382 39.27 11,356 46.85 0.23
Jmac Enterprises Llc 26 5,746 39.16 5,720 46.85 0.45
Mattern Wealth Management LLC 14 32,143 39.23 32,129 46.81 0.04
Toth Financial Advisory Corp 14 316 37.97 302 46.36 4.64
Enterprise Trust & Investment Co 7 1,123 39.18 1,116 46.59 0.63
HighMark Wealth Management LLC 5 1,477 39.27 1,472 46.88 0.34
Waterfront Wealth Inc. 3 5,338 39.15 5,335 47.24 0.06
Steward Financial Group LLC 3 1,744 38.99 1,741 46.52 0.17
HBC Financial Services, PLLC 2 545 39968.81 543 44602.21 0.37
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Allspring Global Investments Holdings, LLC 2,959,717 2,807,230 39.24 5,766,947 46.82 -51.32
River Road Asset Management, LLC 1,185,365 1,572,550 39.24 2,757,915 46.82 -42.98
Regions Financial Corp 659,510 1,348,625 39.24 2,008,135 46.82 -32.84
MEIAX - MFS Value Fund A 651,885 34,178,865 44.28 34,830,750 46.76 -1.87
LBSAX - Columbia Dividend Income Fund Class A 646,221 15,441,897 44.28 16,088,118 46.76 -4.02
Aaron Wealth Advisors LLC 324,035 6,467 39.12 330,502 21.36 -98.04
Artemis Investment Management LLP 315,800 115,000 39.34 430,800 46.78 -73.31
Tcw Group Inc 297,043 1,232,815 39.24 1,529,858 46.82 -19.42
CZMVX - Multi-Manager Value Strategies Fund Institutional Class 226,826 1,787,034 44.28 2,013,860 46.76 -11.26
Thompson Siegel & Walmsley Llc 204,024 173,795 39.24 377,819 46.82 -54.00
SCHX - Schwab U.S. Large-Cap ETF 171,993 3,528,675 44.28 3,700,668 46.76 -4.65
CMVIX - Blackrock Advantage Large Cap Growth Fund Institutional 64,818 13,255 44.29 78,073 46.76 -83.02
Everett Harris & Co /ca/ 51,978 1,032,569 39.24 1,084,547 46.82 -4.79
Hnp Capital Llc 35,248 41,544 39.24 76,792 46.81 -45.90
ILVFX - Columbia Integrated Large Cap Value Fund Institutional Class 26,952 109,197 44.28 136,149 46.76 -19.80
Spire Wealth Management 25,752 51,133 39.23 76,885 46.82 -33.49
Scharf Investments, Llc 18,989 3,088,827 39.24 3,107,816 46.82 -0.61
Umb Bank N A/mo 17,246 145,385 39.24 162,631 46.82 -10.60
Jackson Square Capital, Llc 16,559 11,190 39.23 27,749 46.81 -59.67
Hennion & Walsh Asset Management, Inc. 15,623 50,095 39.25 65,718 46.82 -23.77
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 14,894 205,423 44.28 220,317 46.76 -6.76
Oregon Public Employees Retirement Fund 13,946 350,560 39.24 364,506 46.82 -3.83
IUS - Invesco RAFI(TM) Strategic US ETF 13,319 22,663 44.30 35,982 46.77 -37.02
ABVAX - AB Value Fund Class A 13,267 295,934 44.28 309,201 46.76 -4.29
New Mexico Educational Retirement Board 12,300 250,716 39.24 263,016 46.82 -4.68
ADGAX - AB CORE OPPORTUNITIES FUND, INC. Class A 12,270 63,834 44.29 76,104 46.76 -16.12
MLVAX - MFS Low Volatility Equity Fund A 11,079 69,533 44.28 80,612 46.75 -13.74
Tradewinds Capital Management, LLC 10,543 230 39.13 10,773 46.78 -97.87
James Hambro & Partners 10,519 69,581 39.25 80,100 46.83 -13.13
DGEFX - Destinations Equity Income Fund Class I 9,592 45,912 44.28 55,504 46.75 -17.28
Tower Bridge Advisors 9,203 183,882 39.24 193,085 46.82 -4.77
First Command Bank 8,853 10,995 39.20 19,848 46.81 -44.60
First Command Financial Services, Inc. 8,853 10,995 39.20 19,848 46.81 -44.60
Ledyard National Bank 8,807 207,582 39.24 216,389 46.82 -4.07
Central Bank & Trust Co 8,540 145,803 39.23 154,343 46.81 -5.53
First Fiduciary Investment Counsel, Inc. 8,332 414,799 39.24 423,131 46.82 -1.97
Guyasuta Investment Advisors Inc 7,724 460,510 39.24 468,234 46.82 -1.65
Spinnaker Trust 7,209 50,532 39.24 57,741 46.83 -12.49
Bridge Creek Capital Management LLC 6,215 82,366 39.24 88,581 46.82 -7.02
Buffington Mohr McNeal 4,985 110,428 39.24 115,413 46.82 -4.32
VHDAX - Voya U.S. High Dividend Low Volatility Fund Class A 4,941 35,870 44.27 40,811 46.75 -12.11
Baker Ellis Asset Management LLC 4,585 24,629 39.22 29,214 46.83 -15.69
Sandy Spring Bank 4,384 133,349 39.24 137,733 46.82 -3.18
Louisiana State Employees Retirement System 4,200 522,600 41.31 526,800 47.40 -0.80
BlackDiamond Wealth Management Inc. 3,793 7,681 41.79 11,474 46.80 -33.06
Lee Danner & Bass Inc 3,533 145,604 39.24 149,137 46.82 -2.37
Altium Wealth Management LLC 3,227 46,834 39.24 50,061 46.82 -6.45
NDXKX - Nasdaq-100 Index Fund K Shares 3,160 393,387 44.28 396,547 46.76 -0.80
SLMCX - Columbia Seligman Communications and Information Fund Class A 3,000 1,013,525 44.28 1,016,525 46.76 -0.30
Proffitt & Goodson Inc 2,997 14,061 39.26 17,058 46.84 -17.57
Clear Harbor Asset Management, LLC 2,950 65,813 39.23 68,763 46.81 -4.29
Icon Wealth Partners, LLC 2,907 60,275 39.24 63,182 46.82 -4.60
DLCFX - Destinations Large Cap Equity Fund Class I 2,845 32,743 44.28 35,588 46.76 -7.99
CTCAX - Columbia Global Technology Growth Fund Class A 2,776 112,081 44.28 114,857 46.76 -2.42
Costello Asset Management, INC 2,705 91,833 39.25 94,538 46.82 -2.86
Coastline Trust Co 2,544 84,406 39.24 86,950 46.82 -2.93
Chesapeake Wealth Management 2,384 14,046 39.23 16,430 46.87 -14.51
Amplius Wealth Advisors, LLC 2,379 106,576 39.24 108,955 46.82 -2.18
Washington Trust Advisors, Inc. 2,285 18,301 39.23 20,586 46.83 -11.10
Analyst IMS Investment Management Services Ltd. 2,190 55,806 39.23 57,996 46.83 -3.78
Courier Capital Llc 1,924 74,868 39.24 76,792 46.81 -2.51
Cubic Asset Management, LLC 1,630 92,062 39.25 93,692 46.82 -1.74
Bank Of Stockton 1,574 48,144 39.24 49,718 46.82 -3.17
Northstar Asset Management Llc 1,520 31,330 39.23 32,850 46.82 -4.63
Secure Asset Management, LLC 1,454 5,588 39.19 7,042 46.86 -20.65
Eastern Bank 1,362 18,693 39.27 20,055 46.82 -6.79
First American Trust, Fsb 1,357 169,562 39.24 170,919 46.82 -0.79
Stratos Wealth Partners, LTD. 1,348 75,072 39.24 76,420 46.82 -1.76
TCI Wealth Advisors, Inc. 1,329 11,988 39.21 13,317 46.86 -9.98
Mitchell Sinkler & Starr/pa 1,289 178,401 39.24 179,690 46.82 -0.72
JNBA Financial Advisors 1,203 4,107 39.20 5,310 46.89 -22.66
Atlas Private Wealth Management 1,154 22,365 39.26 23,519 46.81 -4.91
Cahaba Wealth Management, Inc. 1,046 7,316 39.23 8,362 39.70 -12.51
Integrated Investment Consultants, LLC 1,038 11,725 39.23 12,763 46.85 -8.13
DSHFX - Destinations Shelter Fund Class I 1,038 16,781 44.28 17,819 46.75 -5.83
Mizuho Securities Co. Ltd. 1,001 175 51.43 1,176 46.77 -85.12
BRUDX - MFS Blended Research Value Equity Fund A 983 65,497 44.28 66,480 46.77 -1.48
Bank Julius Baer & Co. Ltd, Zurich 954 11,866 39.27 12,820 46.80 -7.44
Parisi Gray Wealth Management 945 30,205 39.23 31,150 46.81 -3.03
Measured Wealth Private Client Group, LLC 930 10,787 39.21 11,717 46.85 -7.94
LS Investment Advisors, LLC 924 206,897 39.24 207,821 46.82 -0.44
Private Ocean, LLC 836 4,600 39.13 5,436 46.91 -15.38
Winthrop Advisory Group LLC 634 6,615 39.30 7,249 46.77 -8.75
Patton Albertson Miller Group, Llc 583 20,500 39.22 21,083 46.81 -2.77
Dixon Hubard Feinour & Brown Inc/va 567 7,178 39.29 7,745 46.87 -7.32
Capital Insight Partners, Llc 549 100,764 39.24 101,313 46.82 -0.54
Cumberland Advisors Inc 500 30,000 39.23 30,500 46.82 -1.64
Charter Oak Capital Management, LLC 486 4,841 39.25 5,327 50.31 -9.12
Aspiriant, Llc 484 27,314 39.25 27,798 46.73 -1.74
Endurance Wealth Management, Inc. 477 299,411 39.24 299,888 46.82 -0.16
North Star Investment Management Corp. 414 52,127 39.23 52,541 46.82 -0.79
Marshall Financial Group LLC 412 5,113 39.31 5,525 46.88 -7.46
Mv Capital Management, Inc. 400 1,907 39.33 2,307 46.81 -17.34
Harel Insurance Investments & Financial Services Ltd. 365 3,167 39.15 3,532 46.72 -10.33
Welch Group, LLC 357 6,329 39.18 6,686 46.81 -5.34
PBMares Wealth Management LLC 347 17,411 39.23 17,758 46.80 -1.95
Brandywine Oak Private Wealth Llc 334 9,007 39.19 9,341 46.78 -3.58
Bowling Portfolio Management LLC 306 49,755 39.23 50,061 46.82 -0.61
HWLIX - Hotchkis & Wiley Large Cap Value Fund Class I 300 227,000 39.24 227,300 46.82 -0.13
Tributary Capital Management, LLC 299 14,213 39.26 14,512 46.79 -2.06
Crescent Grove Advisors, LLC 270 9,455 39.24 9,725 46.79 -2.78
Alpha Omega Wealth Management LLC 239 28,486 39.25 28,725 46.82 -0.83
Annapolis Financial Services, LLC 213 2,045 39.12 2,258 46.94 -9.43
Notis-McConarty Edward 200 12,780 39.20 12,980 46.84 -1.54
Beacon Financial Advisory LLC 194 5,282 39.19 5,476 46.75 -3.54
Successful Portfolios LLC 164 5,505 39.24 5,669 46.75 -2.89
MVGAX - MFS Low Volatility Global Equity Fund A 150 18,346 44.26 18,496 46.77 -0.81
Means Investment Co., Inc. 148 14,905 39.25 15,053 46.83 -0.98
Onyx Bridge Wealth Group LLC 147 6,213 42.65 6,360 44.50 -2.31
CFO4Life Group, LLC 115 7,147 40.58 7,262 46.82 -1.58
GPS Wealth Strategies Group, LLC 105 10,935 39.23 11,040 46.83 -0.95
Hemington Wealth Management 94 7,463 39.26 7,557 46.84 -1.24
Saxon Interests, Inc. 55 11,150 39.28 11,205 46.85 -0.49
Lester Murray Antman dba SimplyRich 45 54,391 39.23 54,436 46.81 -0.08
LVW Advisors, LLC 32 16,432 39.25 16,464 46.83 -0.19
WESPAC Advisors SoCal, LLC 27 131,736 39.24 131,763 46.82 -0.02
PFG Private Wealth Management, LLC 21 81 37.04 102 49.02 -20.59
Hanson & Doremus Investment Management 19 6,551 39.23 6,570 46.88 -0.29
Guardian Investment Management 10 72,112 39.23 72,122 46.81 -0.01
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