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 719 68.00 24.91 25.64
Previous Quarter 746 110.00 24.91 25.79

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 11 169 68 4 28 36
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 1 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 0 0 0 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 4 8 58 3 24 32
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 22,150,366 0.00 0.00 0 0.00 0.00
Previous Quarter 22,150,366 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 140,922,443 24.91
Jpmorgan Chase & Co 53,347,618 24.91
Bank Of America Corp /de/ 51,807,582 24.91
Truist Financial Corp 33,467,107 24.91
United Capital Financial Advisers, Llc 24,905,373 24.91
Cwm, Llc 23,996,465 24.91
Morgan Stanley 23,205,674 24.91
LPL Financial LLC 22,535,238 24.91
CFS Investment Advisory Services, LLC 19,137,581 0.04
Temasek Holdings (Private) Ltd 16,813,692 24.91
BlackRock Inc. 15,661,412 24.91
Assetmark, Inc 13,534,542 24.91
Advisor Group Holdings, Inc. 10,614,863 23.22
Janney Montgomery Scott LLC 7,833,866 24.91
Park Avenue Securities Llc 7,540,776 24.91
Allworth Financial LP 7,078,676 23.90
Ameriprise Financial Inc 6,776,619 24.91
UBS Group AG 6,049,290 24.91
MD Financial Management Inc. 5,944,181 26.68
1832 Asset Management L.P. 5,944,181 24.57

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 140,922,443 24.91
Jpmorgan Chase & Co 53,347,618 24.91
Bank Of America Corp /de/ 51,807,582 24.91
Truist Financial Corp 33,467,107 24.91
United Capital Financial Advisers, Llc 24,905,373 24.91
Cwm, Llc 23,996,465 24.91
Morgan Stanley 23,205,674 24.91
LPL Financial LLC 22,535,238 24.91
CFS Investment Advisory Services, LLC 19,137,581 0.04
Temasek Holdings (Private) Ltd 16,813,692 24.91
BlackRock Inc. 15,661,412 24.91
Jordan Park Group LLC 14,929,328 24.91
Assetmark, Inc 13,534,542 24.91
Advisor Group Holdings, Inc. 10,614,863 23.22
Janney Montgomery Scott LLC 7,833,866 24.91
Park Avenue Securities Llc 7,540,776 24.91
Ameriprise Financial Inc 6,776,619 24.91
Allworth Financial LP 6,764,466 24.91
UBS Group AG 6,049,290 24.91
MD Financial Management Inc. 5,944,181 26.68

 

Recent Quarter Analysis

Name Shares PPS
NDCAX - Nationwide Investor Destinations Conservative Fund Class A 597,360 24.15
NADMX - Nationwide Investor Destinations Moderate Fund Class A 596,777 24.15
NADCX - Nationwide Investor Destinations Moderately Conservative Fund Class A 316,675 24.15
Centric Wealth Management 90,040 23.90
Capital Investment Advisors, LLC 14,618 23.87
Bromfield Sneider Wealth Advisors 3,414 24.02
ACG Wealth 1,405 24.20
Financial Management Professionals, Inc. 398 25.13
Sound Income Strategies, LLC 271 22.14
Gleason Group, Inc. 166 24.10
Cassaday & Co Inc. 0
Name Shares PPS
MSMR - McElhenny Sheffield Managed Risk ETF 407,317 25.98
Mid Atlantic Financial Management Inc/adv 293,669 26.53
Parallel Advisors, LLC 190,136 24.91
Heritage Wealth Management, Llc 95,080 26.53
IFP Advisors, Inc 76,695 26.66
Cascadia Advisory Services, LLC 63,931 26.53
Strategy Asset Managers Llc 23,995 24.92
Scott Capital Advisors, LLC 20,342 24.92
Ameritas Investment Corp 19,683 0.05
Susquehanna International Group, Llp 9,300 24.95
Sigma Investment Counselors Inc 9,033 24.91
First National Bank of South Miami 8,569 24.86
Carroll Financial Associates, Inc. 8,394 26.45
Moseley Investment Management Inc 8,043 24.87
Herold Advisors, Inc. 3,569 24909.78
Future Financial Wealth Managment LLC 535 24.30
Advocacy Wealth Management Services, LLC 389 25.71
Westside Investment Management, Inc. 385
GoalVest Advisory LLC 232 25.86
Investmark Advisory Group LLC 29
Wolverine Trading, Llc
Cresset Asset Management, LLC
Rowland & Co Investment Counsel/adv
Hedeker Wealth, LLC
Inscription Capital, LLC
Magnus Financial Group LLC
Bokf, Na
Level Four Advisory Services, Llc
Phoenix Wealth Advisors
D.a. Davidson & Co.
Mjp Associates Inc /adv
Renaissance Technologies Llc
Financial Insights, Inc.
Summit Place Financial Advisors, LLC
Fundamentun, Llc
Mountain Capital Investment Advisors, Inc
Pinnacle Financial Partners Inc
Lumbard & Kellner, LLC
Retirement Planning Group
Ritholtz Wealth Management
Patton Albertson Miller Group, Llc
Northern Trust Corp
Forbes Financial Planning, Inc.
Pathstone Family Office, Llc
Barnett & Company, Inc.
Epic Trust Investment Advisors, LLC
RGT Wealth Advisors, LLC
Loomis Sayles & Co L P
Jacobi Capital Management LLC
Atwood & Palmer Inc
Financial Sense Advisors, Inc.
Cambridge Associates Llc /ma/ /adv
Piscataqua Savings Bank
Golden State Equity Partners
Arkadios Wealth Advisors
Massmutual Trust Co Fsb/adv
Capital Analysts, Inc.
Barrett Asset Management, LLC
Jfs Wealth Advisors, Llc
CarsonAllaria Wealth Management, Ltd.
Old North State Trust, LLC
Ellevest, Inc.
TFAFX - Tactical Growth Allocation Fund Class I
Red Door Wealth Management, LLC
Telemus Capital, Llc
Edge Wealth Management LLC
Accel Wealth Management
Mma Asset Management Llc
Carolinas Wealth Consulting Llc
Pflug Koory, LLC
Econ Financial Services Corp
Sfmg, Llc
Toth Financial Advisory Corp
Comerica Bank
TFAZX - TFA Tactical Income Fund Class I
Agf Investments Inc.
Total Clarity Wealth Management, Inc.
Birchcreek Wealth Management, LLC
Toronto Dominion Bank
Angeles Investment Advisors, LLC
Simplex Trading, Llc
SCS Capital Management LLC
Cordant, Inc.
Financial Partners Group, Inc
Smith, Moore & Co.
Principle Wealth Partners Llc
Bank Of Nova Scotia
Shore Point Advisors, LLC
Valley National Advisers Inc
Winthrop Advisory Group LLC
Versant Capital Management, Inc
Signet Financial Management, Llc
Ccg Wealth Management, Llc
Beaumont Financial Partners, LLC
Modera Wealth Management, LLC
Smith Shellnut Wilson Llc /adv
Savant Capital, LLC
Huntington National Bank
Meridian Wealth Partners, LLC
Eldridge Investment Advisors, Inc.
Wolverine Trading, Llc
TFAMX - Tactical Moderate Allocation Fund Class A
JT Stratford LLC
TBH Global Asset Management, LLC
Lazard Asset Management Llc
Column Capital Advisors, LLC
Eaton Vance Management
Sturgeon Ventures LLP
Charter Trust Co
Bessemer Group Inc
Larson Financial Group LLC
Capital Advisory Group Advisory Services, LLC
Chilton Capital Management Llc
Chicago Partners Investment Group LLC
Oxinas Partners Wealth Management LLC
Jones Financial Companies Lllp
Emfo, Llc
WJ Wealth Management, LLC
JNBA Financial Advisors
Gerber Kawasaki Wealth & Investment Management
Lido Advisors, LLC
SageGuard Financial Group, LLC
Gw Henssler & Associates Ltd
Strategic Wealth Partners Group LLC
Atlantic Union Bankshares Corp
Keystone Financial Group
Stone Asset Management Inc.
Kalos Management, Inc.
Gyroscope Capital Management Group, Llc
Parisi Gray Wealth Management
Emerald Advisors, LLC
Sowell Financial Services LLC
AlphaCore Capital LLC
MONECO Advisors, LLC
Evermay Wealth Management Llc
Synergy Financial Management, LLC
Global Wealth Management Investment Advisory, Inc.
JJJ Advisors Inc.
Legacy Financial Advisors, Inc.
Northland Capital Management LLC
Windsor Group LTD
SOUTH STATE Corp
Outlook Wealth Advisors, LLC
Rock Creek Group, LP
Better Money Decisions, LLC
KC Investment Advisors, LLC
Enterprise Financial Services Corp
Wick Capital Partners, LLC
Insight Wealth Strategies, LLC
Orion Capital Management LLC
StoneX Group Inc.
Baldwin Brothers Inc/ma
GeoWealth Management, LLC
Fifth Third Securities, Inc.
Fortune 45 LLC
Wealthcare Capital Management Llc
Paladin Advisory Group, LLC
Northstar Advisory Group, LLC
LVW Advisors, LLC
Retirement Planning Co of New England, Inc.
Amplius Wealth Advisors, LLC
Moloney Securities Asset Management, LLC
Edmond De Rothschild Holding S.a.
Goldman Sachs Group Inc
Prosperity Planning, Inc.
Sage Mountain Advisors LLC
Trustcore Financial Services, Llc
Cassaday & Co Inc.
Vectors Research Management, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Allworth Financial LP 7,078,676 23.90 6,764,466 24.91
Jordan Park Group LLC 2,091,787 23.90 14,929,328 24.91
Brookstone Capital Management 1,983,420 23.75 1,910,584 24.35
Cambridge Investment Research Advisors, Inc. 1,334,255 23.90 1,247,709 24.91
Spectrum Asset Management, Inc. (NB/CA) 1,259,328 23.90 575,056 24.91
McKinley Carter Wealth Services, Inc. 955,880 23.90 874,440 24.91
MA Private Wealth 941,988 23.97 1,229,710 24.91
Wedmont Private Capital 847,316 23.90 612,725 24.80
Johnson Bixby & Associates, LLC 737,435 23.90 674,336 24.91
Foundations Investment Advisors, LLC 702,101 23.92 409,459 24.26
Cliftonlarsonallen Wealth Advisors, Llc 476,132 23.90 480,199 24.91
Private Advisor Group, LLC 365,003 23.90 395,205 24.91
Stewardship Advisors, LLC 310,367 23.90 456,552 24.91
DFHY - TrimTabs Donoghue Forlines Tactical High Yield ETF 305,422 24.15 502,616 25.98
Avondale Wealth Management 284,476 23.90 275,074 24.91
Orion Portfolio Solutions, LLC 264,832 23.90 194,146 24.91
PFG Advisors 259,545 23.90 277,000 24.91
Spectrum Planning & Advisory Services Inc. 241,097 23.90 263,522 24.91
Keystone Wealth Services, LLC 193,987 23.90 204,722 24.91
BerganKDV Wealth Management, LLC 182,807 23.90 245,691 24.91
Name Current Shares Current PPS Previous Shares Previous PPS
BMS Financial Advisors, LLC 220,667 26.68 253,095 24.91
Wealth Quarterback LLC 10,986 24.94 11,838
Gradient Investments LLC 398 25.13 330 24.24
SOA Wealth Advisors, LLC. 213 23.47 225 22.22
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Spectrum Asset Management, Inc. (NB/CA) 684,272 1,259,328 23.90 575,056 24.91 118.99
Allworth Financial LP 314,210 7,078,676 23.90 6,764,466 24.91 4.65
Foundations Investment Advisors, LLC 292,642 702,101 23.92 409,459 24.26 71.47
Wedmont Private Capital 234,591 847,316 23.90 612,725 24.80 38.29
Cambridge Investment Research Advisors, Inc. 86,546 1,334,255 23.90 1,247,709 24.91 6.94
McKinley Carter Wealth Services, Inc. 81,440 955,880 23.90 874,440 24.91 9.31
Brookstone Capital Management 72,836 1,983,420 23.75 1,910,584 24.35 3.81
Orion Portfolio Solutions, LLC 70,686 264,832 23.90 194,146 24.91 36.41
Johnson Bixby & Associates, LLC 63,099 737,435 23.90 674,336 24.91 9.36
First Heartland Consultants, Inc. 50,952 62,552 23.90 11,600 24.83 439.24
Mayflower Financial Advisors, LLC 48,916 87,355 23.90 38,439 24.92 127.26
Global Retirement Partners, LLC 18,978 102,080 23.90 83,102 24.30 22.84
EisnerAmper Wealth Management Corporate Benefits, LLC 18,356 123,775 23.90 105,419 24.91 17.41
ADFI - Anfield Dynamic Fixed Income ETF 14,460 175,104 24.15 160,644 25.98 9.00
My Legacy Advisors, LLC 13,893 22,503 23.86 8,610 24.85 161.36
Avondale Wealth Management 9,402 284,476 23.90 275,074 24.91 3.42
Acropolis Investment Management, LLC 8,314 12,588 23.91 4,274 24.80 194.53
Crestmont Private Wealth LLC 4,958 143,234 23.90 138,276 24.91 3.59
RDA Financial Network 4,445 23,598 23.90 19,153 24.90 23.21
Dentgroup LLC 4,336 14,772 23.90 10,436 24.91 41.55
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Jordan Park Group LLC 12,837,541 2,091,787 23.90 14,929,328 24.91 -85.99
MA Private Wealth 287,722 941,988 23.97 1,229,710 24.91 -23.40
DFHY - TrimTabs Donoghue Forlines Tactical High Yield ETF 197,194 305,422 24.15 502,616 25.98 -39.23
Stewardship Advisors, LLC 146,185 310,367 23.90 456,552 24.91 -32.02
BerganKDV Wealth Management, LLC 62,884 182,807 23.90 245,691 24.91 -25.59
RHS Financial, LLC 36,781 100,857 23.90 137,638 24.91 -26.72
BMS Financial Advisors, LLC 32,428 220,667 26.68 253,095 24.91 -12.81
Private Advisor Group, LLC 30,202 365,003 23.90 395,205 24.91 -7.64
AdvisorNet Financial, Inc 24,916 169,445 23.90 194,361 24.91 -12.82
Spectrum Planning & Advisory Services Inc. 22,425 241,097 23.90 263,522 24.91 -8.51
PFG Advisors 17,455 259,545 23.90 277,000 24.91 -6.30
Raymond James Trust N.a. 17,193 23,307 23.90 40,500 24.91 -42.45
Midwest Heritage Bank, FSB 15,398 122,658 23.90 138,056 24.91 -11.15
Rosenberg Matthew Hamilton 12,120 107,321 24.07 119,441 24.91 -10.15
Transcend Wealth Collective, Llc 10,975 100,866 23.90 111,841 24.91 -9.81
Keystone Wealth Services, LLC 10,735 193,987 23.90 204,722 24.91 -5.24
S.C. Financial Services, Inc. 9,583 17,269 23.92 26,852 24.91 -35.69
Atticus Wealth Management, Llc 7,628 3,571 23.80 11,199 24.91 -68.11
Cliftonlarsonallen Wealth Advisors, Llc 4,067 476,132 23.90 480,199 24.91 -0.85
Cooper Financial Group 2,407 110,338 23.90 112,745 24.91 -2.13
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Paladin Advisory Group, LLC 0
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
ACG Wealth 1,405 24.20
Financial Management Professionals, Inc. 398 25.13
Sound Income Strategies, LLC 271 22.14
Gleason Group, Inc. 166 24.10
Name Shares PPS
Investmark Advisory Group LLC 29
Westside Investment Management, Inc. 385
Scott Capital Advisors, LLC 20,342 24.92
Moseley Investment Management Inc 8,043 24.87
First National Bank of South Miami 8,569 24.86
Strategy Asset Managers Llc 23,995 24.92
Herold Advisors, Inc. 3,569 24909.78
Sigma Investment Counselors Inc 9,033 24.91
Name Current Shares Current PPS Previous Shares Previous PPS
Allworth Financial LP 7,078,676 23.90 6,764,466 24.91
Jordan Park Group LLC 2,091,787 23.90 14,929,328 24.91
Brookstone Capital Management 1,983,420 23.75 1,910,584 24.35
Cambridge Investment Research Advisors, Inc. 1,334,255 23.90 1,247,709 24.91
Spectrum Asset Management, Inc. (NB/CA) 1,259,328 23.90 575,056 24.91
McKinley Carter Wealth Services, Inc. 955,880 23.90 874,440 24.91
MA Private Wealth 941,988 23.97 1,229,710 24.91
Wedmont Private Capital 847,316 23.90 612,725 24.80
Johnson Bixby & Associates, LLC 737,435 23.90 674,336 24.91
Private Advisor Group, LLC 365,003 23.90 395,205 24.91
Stewardship Advisors, LLC 310,367 23.90 456,552 24.91
Avondale Wealth Management 284,476 23.90 275,074 24.91
Orion Portfolio Solutions, LLC 264,832 23.90 194,146 24.91
PFG Advisors 259,545 23.90 277,000 24.91
Spectrum Planning & Advisory Services Inc. 241,097 23.90 263,522 24.91
Keystone Wealth Services, LLC 193,987 23.90 204,722 24.91
BerganKDV Wealth Management, LLC 182,807 23.90 245,691 24.91
Crestmont Private Wealth LLC 143,234 23.90 138,276 24.91
Archford Capital Strategies, LLC 141,251 0.02 140,383 0.02
Midwest Heritage Bank, FSB 122,658 23.90 138,056 24.91
Cooper Financial Group 110,338 23.90 112,745 24.91
Rosenberg Matthew Hamilton 107,321 24.07 119,441 24.91
Global Retirement Partners, LLC 102,080 23.90 83,102 24.30
Transcend Wealth Collective, Llc 100,866 23.90 111,841 24.91
RHS Financial, LLC 100,857 23.90 137,638 24.91
Mayflower Financial Advisors, LLC 87,355 23.90 38,439 24.92
Ade, Llc 66,924 23.89 64,175 24.92
First Heartland Consultants, Inc. 62,552 23.90 11,600 24.83
Range Financial Group LLC 54,156 23.89 55,936 24.90
Optimum Investment Advisors 44,375 23.91 40,251 24.92
Wbh Advisory Inc 32,382 23.87 30,161 24.24
Strategic Asset Management, LLC 31,212 23.90 32,556 24.91
Pacific Financial Group Inc 30,150 23.91 30,247 24.90
Trinity Wealth Management, LLC 27,686 23.91 27,973 24.92
Flagship Harbor Advisors, Llc 25,797 23.92 26,300 24.90
Pinnacle Private Wealth, LLC 24,698 23.89 24,882 24.92
LifeSteps Financial, Inc. 24,630 23.91 26,871 24.90
RDA Financial Network 23,598 23.90 19,153 24.90
Raymond James Trust N.a. 23,307 23.90 40,500 24.91
My Legacy Advisors, LLC 22,503 23.86 8,610 24.85
S.C. Financial Services, Inc. 17,269 23.92 26,852 24.91
Financial Management Network Inc 16,382 24.05 17,347 24.79
HBW Advisory Services LLC 14,906 23.88 12,951 24.94
Dentgroup LLC 14,772 23.90 10,436 24.91
Procyon Private Wealth Partners, LLC 14,119 23.87 15,672 24.89
Krilogy Financial LLC 13,278 23.87 13,355 24.93
RWM Asset Management, LLC 12,895 23.89 12,895 24.89
Acropolis Investment Management, LLC 12,588 23.91 4,274 24.80
Acorn Financial Advisory Services Inc /adv 11,224 23.88 12,703 24.88
Juncture Wealth Strategies, Llc 10,430 23.87 10,430 24.93
180 Wealth Advisors, Llc 9,316 24.04 10,028 24.13
Newbridge Financial Services Group, Inc. 4,922 23.97 4,916 24.82
Atticus Wealth Management, Llc 3,571 23.80 11,199 24.91
Pinnacle Bancorp, Inc. 3,278 23.79 3,278 25.02
Mascoma Wealth Management LLC 1,149 23.50 3,537 24.88
Sugarloaf Wealth Management, LLC 1,000 24.00 1,000 25.00
Burleson & Company, LLC 430 23.26 430 25.58
Parkside Financial Bank & Trust 168 23.81 999 25.03
Name Current Shares Current PPS Previous Shares Previous PPS
BMS Financial Advisors, LLC 220,667 26.68 253,095 24.91
Gradient Investments LLC 398 25.13 330 24.24
SOA Wealth Advisors, LLC. 213 23.47 225 22.22
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Spectrum Asset Management, Inc. (NB/CA) 684,272 1,259,328 23.90 575,056 24.91 118.99
Allworth Financial LP 314,210 7,078,676 23.90 6,764,466 24.91 4.65
Wedmont Private Capital 234,591 847,316 23.90 612,725 24.80 38.29
Cambridge Investment Research Advisors, Inc. 86,546 1,334,255 23.90 1,247,709 24.91 6.94
McKinley Carter Wealth Services, Inc. 81,440 955,880 23.90 874,440 24.91 9.31
Brookstone Capital Management 72,836 1,983,420 23.75 1,910,584 24.35 3.81
Orion Portfolio Solutions, LLC 70,686 264,832 23.90 194,146 24.91 36.41
Johnson Bixby & Associates, LLC 63,099 737,435 23.90 674,336 24.91 9.36
First Heartland Consultants, Inc. 50,952 62,552 23.90 11,600 24.83 439.24
Mayflower Financial Advisors, LLC 48,916 87,355 23.90 38,439 24.92 127.26
Global Retirement Partners, LLC 18,978 102,080 23.90 83,102 24.30 22.84
My Legacy Advisors, LLC 13,893 22,503 23.86 8,610 24.85 161.36
Avondale Wealth Management 9,402 284,476 23.90 275,074 24.91 3.42
Acropolis Investment Management, LLC 8,314 12,588 23.91 4,274 24.80 194.53
Crestmont Private Wealth LLC 4,958 143,234 23.90 138,276 24.91 3.59
RDA Financial Network 4,445 23,598 23.90 19,153 24.90 23.21
Dentgroup LLC 4,336 14,772 23.90 10,436 24.91 41.55
Optimum Investment Advisors 4,124 44,375 23.91 40,251 24.92 10.25
Ade, Llc 2,749 66,924 23.89 64,175 24.92 4.28
Wbh Advisory Inc 2,221 32,382 23.87 30,161 24.24 7.36
HBW Advisory Services LLC 1,955 14,906 23.88 12,951 24.94 15.10
Archford Capital Strategies, LLC 868 141,251 0.02 140,383 0.02 0.62
Gradient Investments LLC 68 398 25.13 330 24.24 20.61
Newbridge Financial Services Group, Inc. 6 4,922 23.97 4,916 24.82 0.12
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Jordan Park Group LLC 12,837,541 2,091,787 23.90 14,929,328 24.91 -85.99
MA Private Wealth 287,722 941,988 23.97 1,229,710 24.91 -23.40
Stewardship Advisors, LLC 146,185 310,367 23.90 456,552 24.91 -32.02
BerganKDV Wealth Management, LLC 62,884 182,807 23.90 245,691 24.91 -25.59
RHS Financial, LLC 36,781 100,857 23.90 137,638 24.91 -26.72
BMS Financial Advisors, LLC 32,428 220,667 26.68 253,095 24.91 -12.81
Private Advisor Group, LLC 30,202 365,003 23.90 395,205 24.91 -7.64
Spectrum Planning & Advisory Services Inc. 22,425 241,097 23.90 263,522 24.91 -8.51
PFG Advisors 17,455 259,545 23.90 277,000 24.91 -6.30
Raymond James Trust N.a. 17,193 23,307 23.90 40,500 24.91 -42.45
Midwest Heritage Bank, FSB 15,398 122,658 23.90 138,056 24.91 -11.15
Rosenberg Matthew Hamilton 12,120 107,321 24.07 119,441 24.91 -10.15
Transcend Wealth Collective, Llc 10,975 100,866 23.90 111,841 24.91 -9.81
Keystone Wealth Services, LLC 10,735 193,987 23.90 204,722 24.91 -5.24
S.C. Financial Services, Inc. 9,583 17,269 23.92 26,852 24.91 -35.69
Atticus Wealth Management, Llc 7,628 3,571 23.80 11,199 24.91 -68.11
Cooper Financial Group 2,407 110,338 23.90 112,745 24.91 -2.13
Mascoma Wealth Management LLC 2,388 1,149 23.50 3,537 24.88 -67.51
LifeSteps Financial, Inc. 2,241 24,630 23.91 26,871 24.90 -8.34
Range Financial Group LLC 1,780 54,156 23.89 55,936 24.90 -3.18
Procyon Private Wealth Partners, LLC 1,553 14,119 23.87 15,672 24.89 -9.91
Acorn Financial Advisory Services Inc /adv 1,479 11,224 23.88 12,703 24.88 -11.64
Strategic Asset Management, LLC 1,344 31,212 23.90 32,556 24.91 -4.13
Financial Management Network Inc 965 16,382 24.05 17,347 24.79 -5.56
Parkside Financial Bank & Trust 831 168 23.81 999 25.03 -83.18
180 Wealth Advisors, Llc 712 9,316 24.04 10,028 24.13 -7.10
Flagship Harbor Advisors, Llc 503 25,797 23.92 26,300 24.90 -1.91
Trinity Wealth Management, LLC 287 27,686 23.91 27,973 24.92 -1.03
Pinnacle Private Wealth, LLC 184 24,698 23.89 24,882 24.92 -0.74
Pacific Financial Group Inc 97 30,150 23.91 30,247 24.90 -0.32
Krilogy Financial LLC 77 13,278 23.87 13,355 24.93 -0.58
SOA Wealth Advisors, LLC. 12 213 23.47 225 22.22 -5.33
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