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 851 50.00 50.26 46.75
Previous Quarter 895 51.00 50.26 46.96

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 4 150 82 2 36 38
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 1 0 0 0 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 0 0 0 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 2 3 65 2 29 28
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 16,188,961 0.00 0.00 0 0.00 0.00
Previous Quarter 16,188,961 0.00 0.00 0 0.00 0.00

Current Quarter Top 20 Holding Institutes

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

Name Shares PPS
Envestnet Asset Management Inc 53,324,662 50.26
Jones Financial Companies Lllp 32,575,015 50.42
CFS Investment Advisory Services, LLC 19,689,355 0.02
LPL Financial LLC 10,503,763 50.26
BlackRock Inc. 9,891,959 50.26
Morgan Stanley 9,425,679 50.26
Bank Of America Corp /de/ 7,832,196 50.26
Fmr Llc 6,993,445 50.26
Us Bancorp \de\ 6,829,091 50.26
Park Avenue Securities Llc 5,679,598 50.26
Cwm, Llc 5,329,836 50.26
Advisor Group Holdings, Inc. 5,092,647 49.47
M&t Bank Corp 3,617,995 50.26
55i, Llc 3,613,455 50.26
Natixis Advisors, L.p. 3,539,568 50.26
Janney Montgomery Scott LLC 3,145,224 50.26
Alliancebernstein L.p. 3,105,469 50.26
Ameriprise Financial Inc 3,023,126 50.38
Morningstar Investment Services LLC 2,893,557 51.04
Wells Fargo & Company/mn 2,859,217 50.26

Previous Quarter Top 20 Holding Institutes

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

Name Shares PPS
Envestnet Asset Management Inc 53,324,662 50.26
Jones Financial Companies Lllp 32,575,015 50.42
CFS Investment Advisory Services, LLC 19,689,355 0.02
LPL Financial LLC 10,503,763 50.26
BlackRock Inc. 9,891,959 50.26
Morgan Stanley 9,425,679 50.26
Bank Of America Corp /de/ 7,832,196 50.26
Fmr Llc 6,993,445 50.26
Us Bancorp \de\ 6,829,091 50.26
Park Avenue Securities Llc 5,679,598 50.26
Cwm, Llc 5,329,836 50.26
Advisor Group Holdings, Inc. 5,092,647 49.47
M&t Bank Corp 3,617,995 50.26
55i, Llc 3,613,455 50.26
Natixis Advisors, L.p. 3,539,568 50.26
Janney Montgomery Scott LLC 3,145,224 50.26
Alliancebernstein L.p. 3,105,469 50.26
Ameriprise Financial Inc 3,023,126 50.38
Morningstar Investment Services LLC 2,893,557 51.04
Wells Fargo & Company/mn 2,859,217 50.26

 

Recent Quarter Analysis

Name Shares PPS
MKIEX - Mckee International Equity Portfolio Institutional Class Shares 87,152 47.61
Fulton Bank, N.a. 8,210 43.36
Harbor Group, Inc. 5,553 43.40
Wolff Wiese Magana Llc 347 43.23
Name Shares PPS
OWLSX - Old Westbury Large Cap Strategies Fund 1,901,855 51.44
MUTUAL OF AMERICA INVESTMENT CORP - International Fund Class 1,556,340 50.85
Rinet Co LLC 780,826 50.85
FGTZX - Franklin Growth Allocation Fund Advisor Class 483,179 50.85
FTCZX - Franklin Conservative Allocation Fund Advisor Class 209,573 50.85
Derby & Company, Inc 118,089 50.85
Moors & Cabot, Inc. 75,000 1.07
Mid Atlantic Financial Management Inc/adv 63,422 50.85
NAVAX - Navigator Equity Hedged Fund Class A Shares 62,579 51.44
Managed Account Services Inc 62,302 50.85
Cascadia Advisory Services, LLC 57,354 50.84
IFP Advisors, Inc 54,158 50.37
FTRCX - Franklin LifeSmart 2035 Retirement Target Fund CLASS C 45,787 50.84
FTTAX - Franklin LifeSmart 2045 Retirement Target Fund CLASS A 39,554 50.84
FTRTX - Franklin LifeSmart 2025 Retirement Target Fund CLASS A 37,856 50.85
Mutual of America Variable Insurance Portfolios, Inc. - International Portfolio Class 19,885 50.84
FLRZX - Franklin LifeSmart 2030 Retirement Target Fund Advisor Class 19,269 50.86
FLADX - Franklin LifeSmart 2040 Retirement Target Fund Class A 17,734 50.86
FLTFX - Franklin LifeSmart 2055 Retirement Target Fund Class A 11,292 50.83
FLRMX - Franklin LifeSmart 2020 Retirement Target Fund Class A 10,239 50.88
Heritage Wealth Management, Llc 9,360 50.85
Legacy Private Trust Co. 7,163 50.26
Parallel Advisors, LLC 5,361 51.11
Elk River Wealth Management, LLC 4,831 50.30
Castle Rock Wealth Management, LLC 4,175 49.82
Carroll Financial Associates, Inc. 1,588 50.38
FLJSX - Franklin LifeSmart 2060 Retirement Target Fund Advisor Class 699 51.50
Advocacy Wealth Management Services, LLC 274 51.09
Ullmann Financial Group, Inc.
Genesee Capital Advisors, LLC
Mystic Asset Management, Inc.
tru Independence LLC
Lombard Odier Asset Management (USA) Corp
Drexel Morgan & Co.
Ares Management Llc
IAM Advisory, LLC
Magnus Financial Group LLC
Kings Point Capital Management
Lutz Financial Services LLC
Bingham Osborn & Scarborough Llc
Eubel Brady & Suttman Asset Management Inc
Ferris Capital, Llc
Synovus Financial Corp
Fundamentun, Llc
Ameritas Investment Corp
Atwood & Palmer Inc
Context Capital Management, LLC
Level Four Advisory Services, Llc
Ignite Planners, LLC
Advisor Resource Council
New World Advisors LLC
Eagle Strategies LLC
Jacobi Capital Management LLC
Better Money Decisions, LLC
Firestone Capital Management
Hapanowicz & Associates Financial Services, Inc
D.a. Davidson & Co.
Hrt Financial Lp
Journey Strategic Wealth Llc
Total Clarity Wealth Management, Inc.
Nvwm, Llc
Retirement Planning Co of New England, Inc.
Sage Advisory Services, Ltd.Co.
Guidance Point Advisors, LLC
Shore Point Advisors, LLC
Garrett Investment Advisors LLC
Employees Retirement System of Texas
Macquarie Group Ltd
Gilman Hill Asset Management, LLC
Howe & Rusling Inc
Lehman & Derafelo Financial Resources LLC
Chilton Capital Management Llc
Steward Financial Group LLC
Citadel Advisors Llc
Diversified Trust Co
Allegheny Financial Group LTD
Beaumont Financial Partners, LLC
IHT Wealth Management, LLC
TAP Consulting, LLC
Good Life Advisors, LLC
Kalos Management, Inc.
Neuberger Berman Group LLC
PFG Advisors
Ellis Investment Partners, LLC
Ccg Wealth Management, Llc
Cornerstone Advisory, LLC
Eaton Vance Management
Monticello Wealth Management, Llc
Ahl Investment Management, Inc.
Fort Washington Investment Advisors Inc /oh/
Lido Advisors, LLC
Cordant, Inc.
Outlook Wealth Advisors, LLC
Sowell Financial Services LLC
Beaumont Capital Management, LLC
Montecito Bank & Trust
Delos Wealth Advisors, LLC
Optiver Holding B.V.
Wilshire Associates Inc
Rather & Kittrell, Inc.
Motco
Strategic Wealth Partners, Ltd.
Lakeview Capital Partners, LLC
Mutual Of America Capital Management Llc
FLSJX - Franklin LifeSmart 2050 Retirement Target Fund Class A
Ade, Llc
Oppenheimer Asset Management Inc.
Financial Management Professionals, Inc.
LVW Advisors, LLC
Paradigm Financial Partners, Llc
Autus Asset Management, LLC
QCM Cayman, Ltd.
Mcdonald Partners Llc
Camden Capital, LLC
Flow Traders U.s. Llc
Cornerstone Investment Partners, LLC
Umb Bank N A/mo
Tectonic Advisors Llc
Css Llc/il
Smith Shellnut Wilson Llc /adv
Opal Wealth Advisors, LLC
Evermay Wealth Management Llc
FMTZX - Franklin Moderate Allocation Fund Advisor Class
Gunma Bank,Ltd.
Confluence Wealth Services, Inc.
Pfs Investments Inc.
Insight Wealth Strategies, LLC
Huntington National Bank
Horizon Financial Services, Llc
Clear Perspectives Financial Planning, LLC
Two Sigma Securities, Llc
Signature Securities Group Corporation
Dupont Capital Management Corp
Ntv Asset Management Llc
Advisors Preferred, LLC
Phoenix Wealth Advisors
Crown Wealth Group, LLC
3EDGE Asset Management, LP
Atlas Private Wealth Advisors
Karpus Management, Inc.
Northstar Advisory Group, LLC
IronBridge Private Wealth, LLC
Livingston Group Asset Management CO (operating as Southport Capital Management)
Paragon Capital Management Ltd
Bessemer Group Inc
Proffitt & Goodson Inc
Personal Capital Advisors Corp
Arkadios Wealth Advisors
StoneX Group Inc.
Barclays Plc
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 760,164 43.40 668,403 50.26
Symmetry Partners, LLC 750,545 43.40 687,855 50.26
Dubuque Bank & Trust Co 664,885 43.40 546,534 50.26
Foundations Investment Advisors, LLC 609,508 42.07 529,275 49.79
Mountain Capital Investment Advisors, Inc 447,937 42.73 454,772 49.68
WINAX - Wilmington International Fund Class A Shares 440,500 47.60 250,700 51.44
Apella Capital, LLC 369,551 43.40 400,165 50.26
Brookstone Capital Management 241,026 42.89 145,814 49.67
McLean Asset Management Corp 222,272 42.07 221,510 50.26
HYA Advisors, Inc 214,770 43.40 236,759 50.26
Orion Portfolio Solutions, LLC 185,122 43.40 124,458 50.26
Private Advisor Group, LLC 148,006 43.40 131,641 50.27
RGT Wealth Advisors, LLC 127,923 43.40 128,926 50.26
PINZX - Overseas Fund (f/k/a International Value Fund I) Institutional Class 123,900 47.60 150,200 51.44
AdvisorNet Financial, Inc 117,064 43.40 146,140 50.26
Spectrum Planning & Advisory Services Inc. 115,696 43.40 106,928 50.26
Bromfield Sneider Wealth Advisors 107,893 43.40 107,189 50.26
Advisory Alpha, LLC 90,476 43.40 94,619 50.26
Zhang Financial LLC 88,441 43.40 89,060 50.26
180 Wealth Advisors, Llc 86,416 43.55 85,683 49.87
Name Current Shares Current PPS Previous Shares Previous PPS
BMS Financial Advisors, LLC 131,539 50.39 114,660 50.26
First Heartland Consultants, Inc. 16,488 43.36 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
WINAX - Wilmington International Fund Class A Shares 189,800 440,500 47.60 250,700 51.44 75.71
Dubuque Bank & Trust Co 118,351 664,885 43.40 546,534 50.26 21.65
Brookstone Capital Management 95,212 241,026 42.89 145,814 49.67 65.30
Cambridge Investment Research Advisors, Inc. 91,761 760,164 43.40 668,403 50.26 13.73
Foundations Investment Advisors, LLC 80,233 609,508 42.07 529,275 49.79 15.16
Symmetry Partners, LLC 62,690 750,545 43.40 687,855 50.26 9.11
Orion Portfolio Solutions, LLC 60,664 185,122 43.40 124,458 50.26 48.74
Mayflower Financial Advisors, LLC 36,823 60,831 43.40 24,008 50.27 153.38
NAWGX - Voya Global Equity Fund Class A 19,034 31,384 47.60 12,350 51.42 154.12
BMS Financial Advisors, LLC 16,879 131,539 50.39 114,660 50.26 14.72
First Heartland Consultants, Inc. 16,488 16,488 43.36 0 0.00
Private Advisor Group, LLC 16,365 148,006 43.40 131,641 50.27 12.43
My Legacy Advisors, LLC 16,117 24,728 42.22 8,611 50.28 187.17
Transcend Wealth Collective, Llc 12,695 57,189 43.40 44,494 50.25 28.53
Parkside Financial Bank & Trust 10,620 56,693 43.39 46,073 50.25 23.05
Global Retirement Partners, LLC 9,746 45,961 43.41 36,215 49.04 26.91
Spectrum Planning & Advisory Services Inc. 8,768 115,696 43.40 106,928 50.26 8.20
Dentgroup LLC 7,435 14,551 43.43 7,116 50.31 104.48
Cooper Financial Group 6,682 45,316 43.41 38,634 50.27 17.30
Westside Investment Management, Inc. 4,665 53,200 0.04 48,535 0.04 9.61
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Domani Wealth, LLC 44,973 9,651 43.42 54,624 50.25 -82.33
Apella Capital, LLC 30,614 369,551 43.40 400,165 50.26 -7.65
AdvisorNet Financial, Inc 29,076 117,064 43.40 146,140 50.26 -19.90
PINZX - Overseas Fund (f/k/a International Value Fund I) Institutional Class 26,300 123,900 47.60 150,200 51.44 -17.51
Spectrum Asset Management, Inc. (NB/CA) 24,924 6,976 43.43 31,900 50.25 -78.13
HYA Advisors, Inc 21,989 214,770 43.40 236,759 50.26 -9.29
Polaris Wealth Advisory Group, LLC 14,370 60,338 43.41 74,708 49.75 -19.23
Unison Advisors LLC 10,481 18,065 43.40 28,546 50.27 -36.72
S.C. Financial Services, Inc. 10,261 17,881 43.40 28,142 50.25 -36.46
Friedenthal Financial 9,435 33,964 43.40 43,399 50.25 -21.74
Mountain Capital Investment Advisors, Inc 6,835 447,937 42.73 454,772 49.68 -1.50
Strategy Asset Managers Llc 5,583 16,392 43.37 21,975 50.24 -25.41
Midwest Heritage Bank, FSB 4,476 30,455 43.41 34,931 50.27 -12.81
Rosenberg Matthew Hamilton 4,403 20,488 43.54 24,891 50.26 -17.69
Advisory Alpha, LLC 4,143 90,476 43.40 94,619 50.26 -4.38
Beirne Wealth Consulting Services, LLC 3,809 25,247 43.41 29,056 50.21 -13.11
Revolve Wealth Partners, LLC 3,672 13,993 43.38 17,665 50.27 -20.79
TWSMX - Strategic Allocation: Moderate Fund Investor Class 3,658 2,468 47.41 6,126 51.42 -59.71
Pinnacle Private Wealth, LLC 3,437 11,733 43.38 15,170 50.23 -22.66
AAARX - Strategic Allocation: Aggressive Fund R Class 3,427 2,033 47.71 5,460 51.47 -62.77
Name Current Puts
Name Current Calls
Paladin Advisory Group, LLC 1,016
Name
Name Previous Puts
Name Previous Calls
Name

 

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

Past Week Analysis

Name Shares PPS
Harbor Group, Inc. 5,553 43.40
Wolff Wiese Magana Llc 347 43.23
Name Shares PPS
Castle Rock Wealth Management, LLC 4,175 49.82
Elk River Wealth Management, LLC 4,831 50.30
Crown Wealth Group, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 760,164 43.40 668,403 50.26
Symmetry Partners, LLC 750,545 43.40 687,855 50.26
Dubuque Bank & Trust Co 664,885 43.40 546,534 50.26
Brookstone Capital Management 241,026 42.89 145,814 49.67
HYA Advisors, Inc 214,770 43.40 236,759 50.26
Orion Portfolio Solutions, LLC 185,122 43.40 124,458 50.26
Private Advisor Group, LLC 148,006 43.40 131,641 50.27
RGT Wealth Advisors, LLC 127,923 43.40 128,926 50.26
Spectrum Planning & Advisory Services Inc. 115,696 43.40 106,928 50.26
Advisory Alpha, LLC 90,476 43.40 94,619 50.26
Zhang Financial LLC 88,441 43.40 89,060 50.26
180 Wealth Advisors, Llc 86,416 43.55 85,683 49.87
Mayflower Financial Advisors, LLC 60,831 43.40 24,008 50.27
Polaris Wealth Advisory Group, LLC 60,338 43.41 74,708 49.75
Keystone Wealth Services, LLC 58,878 43.39 61,193 50.27
Transcend Wealth Collective, Llc 57,189 43.40 44,494 50.25
Parkside Financial Bank & Trust 56,693 43.39 46,073 50.25
Westside Investment Management, Inc. 53,200 0.04 48,535 0.04
Global Retirement Partners, LLC 45,961 43.41 36,215 49.04
Cooper Financial Group 45,316 43.41 38,634 50.27
Alhambra Investment Partners LLC 42,440 43.40 39,343 50.25
Acorn Financial Advisory Services Inc /adv 37,434 43.44 37,469 50.28
Friedenthal Financial 33,964 43.40 43,399 50.25
Midwest Heritage Bank, FSB 30,455 43.41 34,931 50.27
Strategic Asset Management, LLC 30,260 43.39 30,308 50.25
Beirne Wealth Consulting Services, LLC 25,247 43.41 29,056 50.21
My Legacy Advisors, LLC 24,728 42.22 8,611 50.28
Soundmark Wealth Management, Llc 24,271 43.39 23,919 50.29
Rosenberg Matthew Hamilton 20,488 43.54 24,891 50.26
Unison Advisors LLC 18,065 43.40 28,546 50.27
S.C. Financial Services, Inc. 17,881 43.40 28,142 50.25
Strategy Asset Managers Llc 16,392 43.37 21,975 50.24
Dentgroup LLC 14,551 43.43 7,116 50.31
Revolve Wealth Partners, LLC 13,993 43.38 17,665 50.27
Marcum Wealth, LLC 13,558 43.37 13,948 50.26
MA Private Wealth 12,933 42.06 12,887 50.28
SOA Wealth Advisors, LLC. 12,898 43.34 16,027 50.23
Pinnacle Private Wealth, LLC 11,733 43.38 15,170 50.23
Prosperity Planning, Inc. 11,506 42.85 11,506 48.41
RHS Financial, LLC 10,937 43.43 9,414 50.24
Domani Wealth, LLC 9,651 43.42 54,624 50.25
Evanson Asset Management, LLC 8,371 43.36 8,368 50.31
Pinnacle Bancorp, Inc. 8,187 43.36 8,187 50.20
Raymond James Trust N.a. 7,276 43.43 5,387 50.31
Spectrum Asset Management, Inc. (NB/CA) 6,976 43.43 31,900 50.25
Wbh Advisory Inc 6,320 42.25 4,541 48.01
Allworth Financial LP 5,850 43.42 7,603 50.24
Marino, Stram & Associates Llc 5,737 43.40 5,769 50.27
RDA Financial Network 5,624 43.39 6,372 50.22
Gofen & Glossberg Llc /il/ 4,995 43.44 4,867 50.34
Wedmont Private Capital 4,948 43.45 4,855 50.67
Sound Income Strategies, LLC 4,899 43.48 5,567 50.30
Newbridge Financial Services Group, Inc. 2,450 43.27 2,458 50.45
Tsfg, Llc 1,350 43.70 1,350 50.37
Cordasco Financial Network 990 43.43 990 50.51
Gradient Investments LLC 936 43.80 1,191 50.38
CVA Family Office, LLC 340 44.12 329 51.67
FSC Wealth Advisors, LLC 337 44.51 324 49.38
Tompkins Financial Corp 333 45.05 333 51.05
Optimum Investment Advisors 301 43.19 301 49.83
Baldrige Asset Management LLC 289 44.98 289 51.90
Pittenger & Anderson Inc 110 45.45 110 54.55
American National Bank 93 43.01 93 53.76
Global Trust Asset Management, LLC 75 40.00 100 50.00
Mascoma Wealth Management LLC 52 38.46 52 57.69
Name Current Shares Current PPS Previous Shares Previous PPS
BMS Financial Advisors, LLC 131,539 50.39 114,660 50.26
First Heartland Consultants, Inc. 16,488 43.36 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Dubuque Bank & Trust Co 118,351 664,885 43.40 546,534 50.26 21.65
Brookstone Capital Management 95,212 241,026 42.89 145,814 49.67 65.30
Cambridge Investment Research Advisors, Inc. 91,761 760,164 43.40 668,403 50.26 13.73
Symmetry Partners, LLC 62,690 750,545 43.40 687,855 50.26 9.11
Orion Portfolio Solutions, LLC 60,664 185,122 43.40 124,458 50.26 48.74
Mayflower Financial Advisors, LLC 36,823 60,831 43.40 24,008 50.27 153.38
BMS Financial Advisors, LLC 16,879 131,539 50.39 114,660 50.26 14.72
First Heartland Consultants, Inc. 16,488 16,488 43.36 0 0.00
Private Advisor Group, LLC 16,365 148,006 43.40 131,641 50.27 12.43
My Legacy Advisors, LLC 16,117 24,728 42.22 8,611 50.28 187.17
Transcend Wealth Collective, Llc 12,695 57,189 43.40 44,494 50.25 28.53
Parkside Financial Bank & Trust 10,620 56,693 43.39 46,073 50.25 23.05
Global Retirement Partners, LLC 9,746 45,961 43.41 36,215 49.04 26.91
Spectrum Planning & Advisory Services Inc. 8,768 115,696 43.40 106,928 50.26 8.20
Dentgroup LLC 7,435 14,551 43.43 7,116 50.31 104.48
Cooper Financial Group 6,682 45,316 43.41 38,634 50.27 17.30
Westside Investment Management, Inc. 4,665 53,200 0.04 48,535 0.04 9.61
Alhambra Investment Partners LLC 3,097 42,440 43.40 39,343 50.25 7.87
Raymond James Trust N.a. 1,889 7,276 43.43 5,387 50.31 35.07
Wbh Advisory Inc 1,779 6,320 42.25 4,541 48.01 39.18
RHS Financial, LLC 1,523 10,937 43.43 9,414 50.24 16.18
180 Wealth Advisors, Llc 733 86,416 43.55 85,683 49.87 0.86
Soundmark Wealth Management, Llc 352 24,271 43.39 23,919 50.29 1.47
Gofen & Glossberg Llc /il/ 128 4,995 43.44 4,867 50.34 2.63
Wedmont Private Capital 93 4,948 43.45 4,855 50.67 1.92
MA Private Wealth 46 12,933 42.06 12,887 50.28 0.36
FSC Wealth Advisors, LLC 13 337 44.51 324 49.38 4.01
CVA Family Office, LLC 11 340 44.12 329 51.67 3.34
Evanson Asset Management, LLC 3 8,371 43.36 8,368 50.31 0.04
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Domani Wealth, LLC 44,973 9,651 43.42 54,624 50.25 -82.33
Spectrum Asset Management, Inc. (NB/CA) 24,924 6,976 43.43 31,900 50.25 -78.13
HYA Advisors, Inc 21,989 214,770 43.40 236,759 50.26 -9.29
Polaris Wealth Advisory Group, LLC 14,370 60,338 43.41 74,708 49.75 -19.23
Unison Advisors LLC 10,481 18,065 43.40 28,546 50.27 -36.72
S.C. Financial Services, Inc. 10,261 17,881 43.40 28,142 50.25 -36.46
Friedenthal Financial 9,435 33,964 43.40 43,399 50.25 -21.74
Strategy Asset Managers Llc 5,583 16,392 43.37 21,975 50.24 -25.41
Midwest Heritage Bank, FSB 4,476 30,455 43.41 34,931 50.27 -12.81
Rosenberg Matthew Hamilton 4,403 20,488 43.54 24,891 50.26 -17.69
Advisory Alpha, LLC 4,143 90,476 43.40 94,619 50.26 -4.38
Beirne Wealth Consulting Services, LLC 3,809 25,247 43.41 29,056 50.21 -13.11
Revolve Wealth Partners, LLC 3,672 13,993 43.38 17,665 50.27 -20.79
Pinnacle Private Wealth, LLC 3,437 11,733 43.38 15,170 50.23 -22.66
SOA Wealth Advisors, LLC. 3,129 12,898 43.34 16,027 50.23 -19.52
Keystone Wealth Services, LLC 2,315 58,878 43.39 61,193 50.27 -3.78
Allworth Financial LP 1,753 5,850 43.42 7,603 50.24 -23.06
RGT Wealth Advisors, LLC 1,003 127,923 43.40 128,926 50.26 -0.78
RDA Financial Network 748 5,624 43.39 6,372 50.22 -11.74
Sound Income Strategies, LLC 668 4,899 43.48 5,567 50.30 -12.00
Zhang Financial LLC 619 88,441 43.40 89,060 50.26 -0.70
Marcum Wealth, LLC 390 13,558 43.37 13,948 50.26 -2.80
Gradient Investments LLC 255 936 43.80 1,191 50.38 -21.41
Strategic Asset Management, LLC 48 30,260 43.39 30,308 50.25 -0.16
Acorn Financial Advisory Services Inc /adv 35 37,434 43.44 37,469 50.28 -0.09
Marino, Stram & Associates Llc 32 5,737 43.40 5,769 50.27 -0.55
Global Trust Asset Management, LLC 25 75 40.00 100 50.00 -25.00
Newbridge Financial Services Group, Inc. 8 2,450 43.27 2,458 50.45 -0.33
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