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 698 NaN 0.00 137.40
Previous Quarter 713 NaN 0.00 142.81

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 26 105 137 9 81 37
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 1 0 0 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 10 2 71 4 43 21
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 642,292 0.00 0.00 0 0.00 0.00
Previous Quarter 642,292 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
Bank Of America Corp /de/ 3,604,916 106.89
Truist Financial Corp 3,190,791 100.43
Morgan Stanley 2,639,164 106.89
UBS Group AG 1,565,346 106.89
LPL Financial LLC 1,383,926 106.89
Securian Asset Management, Inc 1,021,369 0.11
Wells Fargo & Company/mn 904,124 106.89
AE Wealth Management LLC 878,653 106.89
Jpmorgan Chase & Co 859,704 106.89
Royal Bank Of Canada 770,877 106.89
Jane Street Group, Llc 729,000 106.89
Commonwealth Equity Services, Llc 720,877 100.43
M&t Bank Corp 656,430 106.89
CVS HEALTH Corp 624,536 106.89
BlackRock Inc. 600,006 106.89
Securian Funds Trust - SFT Managed Volatility Equity Fund 591,822 106.89
Ameriprise Financial Inc 549,372 106.99
Envestnet Asset Management Inc 544,191 106.89
Allianz Asset Management GmbH 534,520 106.89
Lbmc Investment Advisors, Llc 506,255 100.43

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
Bank Of America Corp /de/ 3,604,916 106.89
Morgan Stanley 2,639,164 106.89
UBS Group AG 1,565,346 106.89
LPL Financial LLC 1,383,926 106.89
Securian Asset Management, Inc 1,021,369 0.11
Wells Fargo & Company/mn 904,124 106.89
AE Wealth Management LLC 878,653 106.89
Jpmorgan Chase & Co 859,704 106.89
Royal Bank Of Canada 770,877 106.89
Jane Street Group, Llc 729,000 106.89
M&t Bank Corp 656,430 106.89
CVS HEALTH Corp 624,536 106.89
BlackRock Inc. 600,006 106.89
Securian Funds Trust - SFT Managed Volatility Equity Fund 591,822 106.89
Ameriprise Financial Inc 549,372 106.99
Envestnet Asset Management Inc 544,191 106.89
Allianz Asset Management GmbH 534,520 106.89
Commonwealth Equity Services, Llc 525,721 106.89
Lbmc Investment Advisors, Llc 493,007 106.89
First Republic Investment Management, Inc. 481,840 106.89

 

Recent Quarter Analysis

Name Shares PPS
Mountain Capital Investment Advisors, Inc 182,506 100.82
MA Private Wealth 108,528 99.29
Icon Wealth Partners, LLC 55,977 100.43
Claraphi Advisory Network, LLC 49,369 100.43
Security Financial Services, INC. 49,116 100.44
Trinity Wealth Management, LLC 48,576 100.42
Stone House Investment Management, LLC 47,573 100.44
Ayalon Holdings Ltd. 43,659 100.44
Patton Albertson Miller Group, Llc 31,494 100.43
NAVAX - Navigator Equity Hedged Fund Class A Shares 29,672 103.67
Spectrum Planning & Advisory Services Inc. 13,590 100.44
Provence Wealth Management Group 12,725 100.43
Keystone Wealth Services, LLC 9,385 100.48
Transcend Wealth Collective, Llc 7,602 100.37
Cooper Financial Group 6,131 100.47
Successful Portfolios LLC 5,079 100.41
Urban Wealth Management, LLC 4,955 100.50
RHS Financial, LLC 4,600 100.43
Dentgroup LLC 4,160 100.48
Berkshire Bank 4,141 100.46
Name Shares PPS
Stuart Chaussee & Associates, Inc. 243,504 106.89
Homrich & Berg 131,822 94.26
Lantz Financial LLC 114,775 100.99
Bbva Usa 103,797 94.26
Susquehanna International Group, Llp 94,623 106.89
Calton & Associates, Inc. 23,010 106.87
PWRAX - Power Income Fund Class A 19,846 94.28
Carroll Financial Associates, Inc. 14,946 100.76
Millennium Management Llc 14,330 106.91
IFP Advisors, Inc 9,960 100.90
Mid Atlantic Financial Management Inc/adv 5,920 94.26
Ameritas Investment Corp 3,801
Centric Wealth Management 2,865 106.81
Qci Asset Management Inc/ny 2,586 94.35
Emery Howard Portfolio Management, Inc. 2,543 101.06
Twelve Points Wealth Management LLC 2,490 106.83
Nova R Wealth, Inc. 2,400 107.08
Waypoint Capital Advisors, LLC 2,232 107.08
Paladin Advisory Group, LLC 1,213 107.17
Koshinski Asset Management, Inc. 1,124 106.76
Moors & Cabot, Inc. 1,032 261.63
Wealth Quarterback LLC 268
Investmark Advisory Group LLC 144 97.22
Parallax Volatility Advisers, L.P.
Benedict Financial Advisors Inc
Elmwood Wealth Management, Inc.
Exchange Traded Concepts, Llc
Strategic Blueprint, LLC
Capital Analysts, Inc.
Ballew Advisors, Inc
Flagship Private Wealth, LLC
Insight Wealth Strategies, LLC
NorthCoast Asset Management LLC
Keel Point, LLC
SkyView Investment Advisors, LLC
Parisi Gray Wealth Management
Eagle Bay Advisors LLC
Enterprise Trust & Investment Co
Center For Asset Management LLC
Outlook Wealth Advisors, LLC
Keystone Financial Group
tru Independence LLC
Beacon Financial Group
Brown Brothers Harriman & Co
Goodwin Investment Advisory
Guidance Point Advisors, LLC
Cedar Mountain Advisors, LLC
True North Advisors, LLC
Blueprint Investment Partners LLC
Confluence Wealth Services, Inc.
Axiom Investment Management LLC
Allegheny Financial Group LTD
PRW Wealth Management LLC
Huntington National Bank
Ieq Capital, Llc
Fort Sheridan Advisors Llc
Eaton Vance Management
First Merchants Corp
Parametric Portfolio Associates Llc
Change Path, LLC
Investors Financial Group, LLC
Parallax Volatility Advisers, L.P.
Assetmark, Inc
Financial Advisors Network, Inc.
Elevated Capital Advisors, LLC
Gerber Kawasaki Wealth & Investment Management
Bay Harbor Wealth Management, LLC
LRRAX - QS Strategic Real Return Fund Class A
Cornerstone Advisory, LLC
GeoWealth Management, LLC
Astor Investment Management LLC
King Luther Capital Management Corp
Evoke Wealth, Llc
Wagner Wealth Management, Llc
Godsey & Gibb Associates
Sowell Financial Services LLC
TAP Consulting, LLC
Bank Julius Baer & Co. Ltd, Zurich
Bellwether Advisors, LLC
Strategy Asset Managers Llc
RPG Investment Advisory, LLC
Fifth Third Securities, Inc.
Tillar-Wenstrup Advisors, LLC
GFS Advisors, LLC
True Link Financial Advisors, LLC
First National Bank Of Omaha
Donoghue Forlines LLC
Liberty Wealth Management Llc
Spectrum Asset Management, Inc. (NB/CA)
Stonebridge Financial Planning Group, LLC
Covington Capital Management
Tower Research Capital LLC (TRC)
Total Clarity Wealth Management, Inc.
Chilton Capital Management Llc
Crabel Capital Management, LLC
Pathstone Family Office, Llc
Better Money Decisions, LLC
Viridian Ria, Llc
Providence Capital Advisors, LLC
Cassady Schiller Wealth Management, LLC
StoneX Group Inc.
Plante Moran Financial Advisors, LLC
HAP Trading, LLC
Cpwm, Llc
Phoenix Wealth Advisors
Name Current Shares Current PPS Previous Shares Previous PPS
Truist Financial Corp 3,190,791 100.43 85,047 106.88
Commonwealth Equity Services, Llc 720,877 100.43 525,721 106.89
Lbmc Investment Advisors, Llc 506,255 100.43 493,007 106.89
Orion Portfolio Solutions, LLC 411,644 100.43 6,485 106.86
Cambridge Investment Research Advisors, Inc. 266,820 100.43 150,644 106.89
SNS Financial Group, LLC 221,383 100.43 207,669 106.89
BT Wealth Management LLC 215,320 99.82 197,851 106.89
Brinker Capital Investments, LLC 196,668 100.43 154,352 106.89
VAUGHAN & Co SECURITIES, INC. 145,498 0.10 143,427 0.10
HB Wealth Management, LLC 138,350 100.43 138,239 106.89
Hengehold Capital Management Llc 137,155 100.43 133,948 106.89
Teamwork Financial Advisors, LLC 124,850 100.43 8,625 106.90
Private Advisor Group, LLC 120,011 100.42 109,898 106.89
Global Strategic Investment Solutions, LLC 110,822 100.43 110,565 106.89
KFA Private Wealth Group, LLC 98,311 100.43 92,515 106.89
WC Walker & Associates, Inc. 93,514 100.08 83,328 108.34
Connecticut Wealth Management, LLC 92,901 100.43 92,736 106.89
Comerica Securities,inc. 86,867 100.43 22,109 106.88
Allworth Financial LP 58,935 100.43 59,165 106.89
Hennion & Walsh Asset Management, Inc. 58,392 100.42 52,223 106.89
Name Current Shares Current PPS Previous Shares Previous PPS
IYLD - iShares Morningstar Multi-Asset Income ETF 83,692 103.67 94,940 103.33
Foundations Investment Advisors, LLC 60,967 99.99 0
DGEFX - Destinations Equity Income Fund Class I 51,729 108.80 51,729 103.13
Gunma Bank,Ltd. 45,000 100.42 0
Centennial Wealth Advisory LLC 27,442 100.43 0
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 4,940 103.64 19,886 103.34
DAVENPORT & Co LLC 2,376 100.59 0
Wedbush Securities Inc 2,180 100.46 0
Activest Wealth Management 575 100.87 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Truist Financial Corp 3,105,744 3,190,791 100.43 85,047 106.88 3651.80
Orion Portfolio Solutions, LLC 405,159 411,644 100.43 6,485 106.86 6247.63
Commonwealth Equity Services, Llc 195,156 720,877 100.43 525,721 106.89 37.12
Teamwork Financial Advisors, LLC 116,225 124,850 100.43 8,625 106.90 1347.54
Cambridge Investment Research Advisors, Inc. 116,176 266,820 100.43 150,644 106.89 77.12
Comerica Securities,inc. 64,758 86,867 100.43 22,109 106.88 292.90
Foundations Investment Advisors, LLC 60,967 60,967 99.99 0 0.00
Gunma Bank,Ltd. 45,000 45,000 100.42 0 0.00
Brinker Capital Investments, LLC 42,316 196,668 100.43 154,352 106.89 27.42
Brookstone Capital Management 39,837 44,382 100.67 4,545 108.25 876.50
Centennial Wealth Advisory LLC 27,442 27,442 100.43 0 0.00
Flagship Harbor Advisors, Llc 21,415 34,080 100.44 12,665 106.91 169.09
Financial Management Professionals, Inc. 19,793 28,705 100.44 8,912 106.93 222.09
BT Wealth Management LLC 17,469 215,320 99.82 197,851 106.89 8.83
Spire Wealth Management 15,401 19,440 100.41 4,039 106.96 381.31
SNS Financial Group, LLC 13,714 221,383 100.43 207,669 106.89 6.60
Arkadios Wealth Advisors 13,303 49,128 0.10 35,825 0.11 37.13
Lbmc Investment Advisors, Llc 13,248 506,255 100.43 493,007 106.89 2.69
Collective Family Office Llc 13,125 21,375 100.44 8,250 106.91 159.09
AdvisorNet Financial, Inc 12,328 12,488 100.42 160 106.25 7705.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Fulcrum Equity Management 20,721 4,033 100.42 24,754 106.89 -83.71
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 14,946 4,940 103.64 19,886 103.34 -75.16
IYLD - iShares Morningstar Multi-Asset Income ETF 11,248 83,692 103.67 94,940 103.33 -11.85
J2 Capital Management Inc 11,057 24,006 100.43 35,063 106.89 -31.53
All Season Financial Advisors, Inc. 8,332 38,161 100.44 46,493 106.90 -17.92
Kmg Fiduciary Partners, Llc 4,784 4,987 100.46 9,771 106.85 -48.96
Advisory Alpha, LLC 2,878 2,737 100.47 5,615 106.86 -51.26
Money Concepts Capital Corp 2,032 1,170 101.71 3,202 106.81 -63.46
Wesbanco Bank Inc 1,500 5,479 100.38 6,979 106.89 -21.49
Savant Capital, LLC 1,388 6,041 100.48 7,429 106.88 -18.68
Shulman DeMeo Asset Management LLC 1,380 41,004 100.43 42,384 106.88 -3.26
Gradient Investments LLC 1,256 2,238 100.54 3,494 107.04 -35.95
Amplius Wealth Advisors, LLC 1,077 8,746 100.39 9,823 106.79 -10.96
Sequoia Financial Advisors, LLC 783 4,114 100.39 4,897 106.80 -15.99
Keystone Financial Planning, Inc. 620 34,600 100.43 35,220 106.90 -1.76
Investment Advisory Group, LLC 594 16,186 100.15 16,780 106.79 -3.54
Pinnacle Bancorp, Inc. 541 1,014 100.59 1,555 106.75 -34.79
Krilogy Financial LLC 514 9,596 100.46 10,110 106.92 -5.08
Cliftonlarsonallen Wealth Advisors, Llc 501 16,671 100.41 17,172 106.92 -2.92
Morton Brown Family Wealth, LLC 418 37,843 100.44 38,261 106.90 -1.09
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
HAP Trading, LLC 0
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Paladin Advisory Group, LLC 1,567 2,780 1,213 129.18
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
Icon Wealth Partners, LLC 55,977 100.43
Claraphi Advisory Network, LLC 49,369 100.43
Security Financial Services, INC. 49,116 100.44
Stone House Investment Management, LLC 47,573 100.44
Patton Albertson Miller Group, Llc 31,494 100.43
Provence Wealth Management Group 12,725 100.43
Successful Portfolios LLC 5,079 100.41
Urban Wealth Management, LLC 4,955 100.50
Benchmark Financial Wealth Advisors, LLC 3,308 100.36
JNBA Financial Advisors 13 76.92
Name Shares PPS
Twelve Points Wealth Management LLC 2,490 106.83
Waypoint Capital Advisors, LLC 2,232 107.08
Name Current Shares Current PPS Previous Shares Previous PPS
Truist Financial Corp 3,190,791 100.43 85,047 106.88
Commonwealth Equity Services, Llc 720,877 100.43 525,721 106.89
SNS Financial Group, LLC 221,383 100.43 207,669 106.89
Brinker Capital Investments, LLC 196,668 100.43 154,352 106.89
VAUGHAN & Co SECURITIES, INC. 145,498 0.10 143,427 0.10
Hengehold Capital Management Llc 137,155 100.43 133,948 106.89
Teamwork Financial Advisors, LLC 124,850 100.43 8,625 106.90
Global Strategic Investment Solutions, LLC 110,822 100.43 110,565 106.89
KFA Private Wealth Group, LLC 98,311 100.43 92,515 106.89
WC Walker & Associates, Inc. 93,514 100.08 83,328 108.34
Comerica Securities,inc. 86,867 100.43 22,109 106.88
Hennion & Walsh Asset Management, Inc. 58,392 100.42 52,223 106.89
Capital Financial Planning, LLC 45,845 100.43 45,194 106.89
Brandywine Oak Private Wealth Llc 43,748 100.42 42,437 106.89
Shulman DeMeo Asset Management LLC 41,004 100.43 42,384 106.88
All Season Financial Advisors, Inc. 38,161 100.44 46,493 106.90
Townsend & Associates, Inc 37,859 100.43 35,873 109.41
Leeward Financial Partners, LLC 37,849 100.43 37,521 106.90
Morton Brown Family Wealth, LLC 37,843 100.44 38,261 106.90
Keystone Financial Planning, Inc. 34,600 100.43 35,220 106.90
Western Wealth Management, LLC 32,150 100.50 27,900 106.88
CRA Financial Services, LLC 29,708 100.44 26,909 106.88
Stratos Wealth Partners, LTD. 26,422 100.45 16,966 106.92
J2 Capital Management Inc 24,006 100.43 35,063 106.89
Collective Family Office Llc 21,375 100.44 8,250 106.91
Spire Wealth Management 19,440 100.41 4,039 106.96
Investment Advisory Group, LLC 16,186 100.15 16,780 106.79
Lehman & Derafelo Financial Resources LLC 16,155 100.40 16,155 106.90
Mv Capital Management, Inc. 15,887 100.46 14,414 106.91
Stratos Wealth Advisors, LLC 13,257 100.40 2,834 106.92
Harbor Investment Advisory, Llc 12,890 100.47 12,755 106.86
Litman Gregory Asset Management LLC 11,756 100.46 11,801 106.86
Cornell Pochily Investment Advisors, Inc. 11,532 100.42 11,229 106.87
Weaver Consulting Group 10,353 100.45 10,390 106.93
Element Wealth, LLC 9,462 100.40 9,125 106.85
Amplius Wealth Advisors, LLC 8,746 100.39 9,823 106.79
Wealth Advisors of Tampa Bay, LLC 8,554 100.42 8,554 106.85
First National Corp /ma/ /adv 7,774 100.46 7,587 106.89
Asset Dedication, LLC 6,670 100.45 6,692 106.99
Alpha Omega Wealth Management LLC 6,426 100.37 6,423 106.96
Savant Capital, LLC 6,041 100.48 7,429 106.88
Wesbanco Bank Inc 5,479 100.38 6,979 106.89
Altium Wealth Management LLC 5,395 100.46 5,706 106.91
MAI Capital Management 5,280 100.38 4,130 106.78
Patten Group, Inc. 4,958 100.85 5,010 106.99
Richwood Investment Advisors, LLC 4,724 100.34 4,724 106.90
Sequoia Financial Advisors, LLC 4,114 100.39 4,897 106.80
Signature Securities Group Corporation 4,111 100.22 4,236 106.70
Fulcrum Equity Management 4,033 100.42 24,754 106.89
Means Investment Co., Inc. 3,636 100.39 3,610 106.93
Covenant Asset Management, LLC 3,627 100.36 3,480 106.90
Madison Wealth Partners, Inc 3,185 100.47 2,192 106.75
Pettinga Financial Advisors, LLC 3,125 100.48 3,050 106.89
Atwater Malick LLC 3,102 100.58 3,030 106.93
Family Capital Trust Co 3,000 100.33 3,000 107.00
SOL Capital Management CO 2,900 100.34 3,000 107.00
Round Rock Advisors, LLC 2,530 100.40 2,128 106.67
PBMares Wealth Management LLC 2,475 100.61 2,475 107.07
Octavia Wealth Advisors, LLC 2,408 100.91 2,394 106.93
Round Table Services, LLC 2,371 100.38 2,371 106.71
PSI Advisors, LLC 2,354 100.25 2,325 107.10
Umb Bank N A/mo 2,108 100.57 2,080 106.73
Geneos Wealth Management Inc. 2,025 101.23 2,024 106.72
Money Concepts Capital Corp 1,170 101.71 3,202 106.81
GPS Wealth Strategies Group, LLC 1,059 100.09 1,122 106.95
Capital Investment Advisory Services, LLC 1,040 100.00 1,040 106.73
North Star Investment Management Corp. 700 100.00 700 107.14
Sandy Spring Bank 559 100.18 500 106.00
Financial Connections Group, Inc. 308 97.40 308 103.90
HighMark Wealth Management LLC 67 104.48 217 105.99
PrairieView Partners, LLC 53 94.34 53 113.21
Name Current Shares Current PPS Previous Shares Previous PPS
DGEFX - Destinations Equity Income Fund Class I 51,729 108.80 51,729 103.13
Gunma Bank,Ltd. 45,000 100.42 0
DAVENPORT & Co LLC 2,376 100.59 0
Wedbush Securities Inc 2,180 100.46 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Truist Financial Corp 3,105,744 3,190,791 100.43 85,047 106.88 3651.80
Commonwealth Equity Services, Llc 195,156 720,877 100.43 525,721 106.89 37.12
Teamwork Financial Advisors, LLC 116,225 124,850 100.43 8,625 106.90 1347.54
Comerica Securities,inc. 64,758 86,867 100.43 22,109 106.88 292.90
Gunma Bank,Ltd. 45,000 45,000 100.42 0 0.00
Brinker Capital Investments, LLC 42,316 196,668 100.43 154,352 106.89 27.42
Spire Wealth Management 15,401 19,440 100.41 4,039 106.96 381.31
SNS Financial Group, LLC 13,714 221,383 100.43 207,669 106.89 6.60
Collective Family Office Llc 13,125 21,375 100.44 8,250 106.91 159.09
Stratos Wealth Advisors, LLC 10,423 13,257 100.40 2,834 106.92 367.78
WC Walker & Associates, Inc. 10,186 93,514 100.08 83,328 108.34 12.22
Stratos Wealth Partners, LTD. 9,456 26,422 100.45 16,966 106.92 55.73
Hennion & Walsh Asset Management, Inc. 6,169 58,392 100.42 52,223 106.89 11.81
KFA Private Wealth Group, LLC 5,796 98,311 100.43 92,515 106.89 6.26
Western Wealth Management, LLC 4,250 32,150 100.50 27,900 106.88 15.23
Hengehold Capital Management Llc 3,207 137,155 100.43 133,948 106.89 2.39
CRA Financial Services, LLC 2,799 29,708 100.44 26,909 106.88 10.40
DAVENPORT & Co LLC 2,376 2,376 100.59 0 0.00
Wedbush Securities Inc 2,180 2,180 100.46 0 0.00
VAUGHAN & Co SECURITIES, INC. 2,071 145,498 0.10 143,427 0.10 1.44
Townsend & Associates, Inc 1,986 37,859 100.43 35,873 109.41 5.54
Mv Capital Management, Inc. 1,473 15,887 100.46 14,414 106.91 10.22
Brandywine Oak Private Wealth Llc 1,311 43,748 100.42 42,437 106.89 3.09
MAI Capital Management 1,150 5,280 100.38 4,130 106.78 27.85
Madison Wealth Partners, Inc 993 3,185 100.47 2,192 106.75 45.30
Capital Financial Planning, LLC 651 45,845 100.43 45,194 106.89 1.44
Round Rock Advisors, LLC 402 2,530 100.40 2,128 106.67 18.89
Element Wealth, LLC 337 9,462 100.40 9,125 106.85 3.69
Leeward Financial Partners, LLC 328 37,849 100.43 37,521 106.90 0.87
Cornell Pochily Investment Advisors, Inc. 303 11,532 100.42 11,229 106.87 2.70
Global Strategic Investment Solutions, LLC 257 110,822 100.43 110,565 106.89 0.23
First National Corp /ma/ /adv 187 7,774 100.46 7,587 106.89 2.46
Covenant Asset Management, LLC 147 3,627 100.36 3,480 106.90 4.22
Harbor Investment Advisory, Llc 135 12,890 100.47 12,755 106.86 1.06
Pettinga Financial Advisors, LLC 75 3,125 100.48 3,050 106.89 2.46
Atwater Malick LLC 72 3,102 100.58 3,030 106.93 2.38
Sandy Spring Bank 59 559 100.18 500 106.00 11.80
PSI Advisors, LLC 29 2,354 100.25 2,325 107.10 1.25
Umb Bank N A/mo 28 2,108 100.57 2,080 106.73 1.35
Means Investment Co., Inc. 26 3,636 100.39 3,610 106.93 0.72
Octavia Wealth Advisors, LLC 14 2,408 100.91 2,394 106.93 0.58
Alpha Omega Wealth Management LLC 3 6,426 100.37 6,423 106.96 0.05
Geneos Wealth Management Inc. 1 2,025 101.23 2,024 106.72 0.05
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Fulcrum Equity Management 20,721 4,033 100.42 24,754 106.89 -83.71
J2 Capital Management Inc 11,057 24,006 100.43 35,063 106.89 -31.53
All Season Financial Advisors, Inc. 8,332 38,161 100.44 46,493 106.90 -17.92
Money Concepts Capital Corp 2,032 1,170 101.71 3,202 106.81 -63.46
Wesbanco Bank Inc 1,500 5,479 100.38 6,979 106.89 -21.49
Savant Capital, LLC 1,388 6,041 100.48 7,429 106.88 -18.68
Shulman DeMeo Asset Management LLC 1,380 41,004 100.43 42,384 106.88 -3.26
Amplius Wealth Advisors, LLC 1,077 8,746 100.39 9,823 106.79 -10.96
Sequoia Financial Advisors, LLC 783 4,114 100.39 4,897 106.80 -15.99
Keystone Financial Planning, Inc. 620 34,600 100.43 35,220 106.90 -1.76
Investment Advisory Group, LLC 594 16,186 100.15 16,780 106.79 -3.54
Morton Brown Family Wealth, LLC 418 37,843 100.44 38,261 106.90 -1.09
Altium Wealth Management LLC 311 5,395 100.46 5,706 106.91 -5.45
HighMark Wealth Management LLC 150 67 104.48 217 105.99 -69.12
Signature Securities Group Corporation 125 4,111 100.22 4,236 106.70 -2.95
SOL Capital Management CO 100 2,900 100.34 3,000 107.00 -3.33
GPS Wealth Strategies Group, LLC 63 1,059 100.09 1,122 106.95 -5.61
Patten Group, Inc. 52 4,958 100.85 5,010 106.99 -1.04
Litman Gregory Asset Management LLC 45 11,756 100.46 11,801 106.86 -0.38
Weaver Consulting Group 37 10,353 100.45 10,390 106.93 -0.36
Asset Dedication, LLC 22 6,670 100.45 6,692 106.99 -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