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 841 244.00 102.38 100.81
Previous Quarter 883 244.00 102.39 101.66

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 15 161 87 4 37 31
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 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 10 7 69 3 31 24
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 406 0.00 0.00 0 0.00 0.00
Previous Quarter 406 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
Jones Financial Companies Lllp 6,512,594 103.44
Bank Of America Corp /de/ 4,349,714 102.39
Morgan Stanley 4,163,127 102.39
Wells Fargo & Company/mn 2,036,634 102.39
Envestnet Asset Management Inc 1,752,976 102.39
M&t Bank Corp 1,743,694 102.39
Fmr Llc 1,653,675 102.39
Merriman Wealth Management, LLC 1,507,964 102.39
Regions Financial Corp 1,467,457 102.39
Truist Financial Corp 1,465,909 102.39
LPL Financial LLC 1,203,243 102.39
Pnc Financial Services Group, Inc. 1,180,876 102.39
Portfolio Solutions, LLC 1,160,614 102.39
UBS Group AG 1,128,385 102.39
Ameriprise Financial Inc 1,056,634 102.52
RGT Wealth Advisors, LLC 849,304 89.03
United Capital Financial Advisers, Llc 831,264 102.39
Barber Financial Group, Inc. 761,251 102.39
Cambridge Investment Research Advisors, Inc. 693,238 89.03
Commonwealth Equity Services, Llc 541,124 102.39

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
Jones Financial Companies Lllp 6,512,594 103.44
Bank Of America Corp /de/ 4,349,714 102.39
Morgan Stanley 4,163,127 102.39
Wells Fargo & Company/mn 2,036,634 102.39
Envestnet Asset Management Inc 1,752,976 102.39
M&t Bank Corp 1,743,694 102.39
Fmr Llc 1,653,675 102.39
Merriman Wealth Management, LLC 1,507,964 102.39
Regions Financial Corp 1,467,457 102.39
Truist Financial Corp 1,465,909 102.39
LPL Financial LLC 1,203,243 102.39
Pnc Financial Services Group, Inc. 1,180,876 102.39
Portfolio Solutions, LLC 1,160,614 102.39
UBS Group AG 1,128,385 102.39
Ameriprise Financial Inc 1,056,634 102.52
RGT Wealth Advisors, LLC 880,912 102.39
United Capital Financial Advisers, Llc 831,264 102.39
Barber Financial Group, Inc. 761,251 102.39
Commonwealth Equity Services, Llc 541,124 102.39
Northwestern Mutual Wealth Management Co 488,549 102.39

 

Recent Quarter Analysis

Name Shares PPS
Foundations Investment Advisors, LLC 43,081 88.30
Mountain Capital Investment Advisors, Inc 12,035 89.66
Spectrum Planning & Advisory Services Inc. 11,330 89.06
BT Wealth Management LLC 10,047 88.48
Mayflower Financial Advisors, LLC 8,967 88.99
Cooper Financial Group 7,748 89.06
Transcend Wealth Collective, Llc 6,374 88.96
One + One Wealth Management, Llc 4,412 89.08
My Legacy Advisors, LLC 2,411 88.35
Fulton Bank, N.a. 2,406 88.94
QLS - IQ Hedge Long/Short Tracker ETF 729 96.02
Dividend Asset Capital, Llc 314 89.17
ACG Wealth 140 85.71
Worth Asset Management, LLC 109 91.74
Strategic Asset Management, LLC 29 103.45
Name Shares PPS
SMIDX - SMI Dynamic Allocation Fund 194,830 103.55
Security National Trust Co 60,476 105.43
Parallel Advisors, LLC 40,756 103.35
Managed Account Services Inc 14,841 100.67
Mid Atlantic Financial Management Inc/adv 9,706 100.66
GoalVest Advisory LLC 8,067 102.39
Harborview Advisors, LLC 7,413 100.63
IFP Advisors, Inc 5,622 104.94
Ameritas Investment Corp 5,449 0.18
Objective Capital Management, LLC 4,872 102.42
Covenant Multifamily Offices, LLC 4,116 103.26
Resource Consulting Group Inc 3,016 102.45
Cardinal Point Wealth Management LLC 2,696 100.52
Newport Wealth Strategies, Inc. 2,662 100.68
Mezzasalma Advisors, LLC 2,224 102.52
Kwmg, Llc 2,217 102.39
Orser Capital Management, Llc 2,150 102.33
E&G Advisors, LP 2,145 102.56
Carroll Financial Associates, Inc. 1,152 104.17
Koshinski Asset Management, Inc. 728 103.02
Bbva Usa 245 102.04
Investmark Advisory Group LLC 112 98.21
Optimum Investment Advisors 69 101.45
Heritage Wealth Management, Llc 16 125.00
ProVise Management Group, LLC
Summit Financial Wealth Advisors, LLC
Qube Research & Technologies Ltd
Aspiriant, Llc
Boston Private Wealth Llc
Aurora Private Wealth, Inc.
Bingham Osborn & Scarborough Llc
Atria Investments Llc
Clark Capital Management Group, Inc.
Wealthstar Advisors, Llc
Strategic Blueprint, LLC
SigFig Wealth Management, LLC
Voya Financial Advisors, Inc.
Brown Miller Wealth Management, LLC
Jordan Park Group LLC
Pacifica Partners Inc.
Oxinas Partners Wealth Management LLC
Fort Pitt Capital Group, Llc
KC Investment Advisors, LLC
Fure Financial Corp
Dorsey Wright & Associates
Virtue Capital Management, LLC
Concorde Asset Management, LLC
SMI Advisory Services, LLC
Paradigm, Strategies in Wealth Management, LLC
Ten Capital Wealth Advisors, LLC
Newbridge Financial Services Group, Inc.
Calton & Associates, Inc.
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Kerntke Otto McGlone Wealth Management Group
Centennial Wealth Advisory LLC
Old North State Trust, LLC
Barometer Capital Management Inc.
Penserra Capital Management LLC
Quantitative Investment Management, LLC
McMahon Financial Advisors, LLC
DB Wealth Management Group, LLC
WASHINGTON TRUST Co
King Luther Capital Management Corp
Legacy Financial Group LLC
Trust Co Of Vermont
Change Path, LLC
Lakeview Capital Partners, LLC
CWA Asset Management Group, LLC
Eaton Vance Management
Royal Fund Management, LLC
Founders Financial Securities Llc
Roman Butler Fullerton & Co
Flow Traders U.s. Llc
Hm Payson & Co
Mark Sheptoff Financial Planning, Llc
Continuum Advisory, LLC
Diametric Capital, LP
Centaurus Financial, Inc.
Sequent Asset Management, LLC
Baltimore-Washington Financial Advisors, Inc.
Hollencrest Capital Management
Cornerstone Advisory, LLC
L & S Advisors Inc
Hedeker Wealth, LLC
Arete Wealth Advisors, LLC
Wagner Wealth Management, Llc
Comprehensive Financial Consultants Institutional, Inc.
Sofos Investments, Inc.
V Wealth Advisors LLC
Camarda Financial Advisors, LLC
Widmann Financial Services, Inc.
Laurel Wealth Advisors, Inc.
Liberty Wealth Management Llc
Amplius Wealth Advisors, LLC
IHT Wealth Management, LLC
Prelude Capital Management, Llc
First Command Advisory Services, Inc.
Graypoint LLC
Ibex Wealth Advisors
Advisor Resource Council
Allegheny Financial Group LTD
Pathstone Family Office, Llc
Bessemer Group Inc
SYM FINANCIAL Corp
Hancock Whitney Corp
American Trust Investment Advisors, LLC
Andrew Hill Investment Advisors, Inc.
Firestone Capital Management
TRUE Private Wealth Advisors
Chartist Inc /ca/
PRW Wealth Management LLC
Columbus Macro, LLC
RPG Investment Advisory, LLC
NorthCrest Asset Manangement, LLC
StoneX Group Inc.
AlphaCore Capital LLC
Warren Averett Asset Management, LLC
Huntington National Bank
Lehman & Derafelo Financial Resources LLC
Paradigm Financial Partners, Llc
BerganKDV Wealth Management, LLC
Balentine LLC
Signature Securities Group Corporation
Signet Financial Management, Llc
Spotlight Asset Group, Inc.
Enterprise Financial Services Corp
Domani Wealth, LLC
Confluence Wealth Services, Inc.
USA Financial Portformulas Corp
Fifth Third Securities, Inc.
FSC Wealth Advisors, LLC
Eagle Bay Advisors LLC
Connable Office Inc
Better Money Decisions, LLC
Capital Asset Advisory Services LLC
PFG Advisors
Measured Wealth Private Client Group, LLC
Fusion Family Wealth LLC
Mattern Wealth Management LLC
Sowell Financial Services LLC
Capital One Financial Corp
Jacobi Capital Management LLC
Krs Capital Management, Llc
Rinkey Investments
Dynamic Advisor Solutions LLC
Meeder Asset Management Inc
Smith Shellnut Wilson Llc /adv
Hardy Reed LLC
Rather & Kittrell, Inc.
BEAM Asset Management, LLC
Galvin, Gaustad & Stein, LLC
Diversified Portfolios, Inc.
Fulcrum Equity Management
Smithbridge Asset Management Inc/de
Ironwood Wealth Management, Inc.
Total Clarity Wealth Management, Inc.
Barclays Plc
Atlas Brown,Inc.
Wolf Group Capital Advisors
Bremer Bank National Association
Piershale Financial Group, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
RGT Wealth Advisors, LLC 849,304 89.03 880,912 102.39
Cambridge Investment Research Advisors, Inc. 693,238 89.03 474,323 102.39
Parsec Financial Management, Inc. 497,858 89.03 419,673 102.39
Evanson Asset Management, LLC 87,672 89.03 88,425 102.39
Home Federal Bank Of Tennessee 85,417 89.03 92,563 102.40
Burns J W & Co Inc/ny 81,525 89.03 80,240 102.39
Stone Asset Management Inc. 67,313 89.03 63,817 102.39
Soundmark Wealth Management, Llc 56,731 89.03 56,720 102.38
SMIFX - Sound Mind Investing Fund 52,490 95.87 110,230 99.89
SOA Wealth Advisors, LLC. 48,473 89.02 47,633 102.39
Private Advisor Group, LLC 47,984 89.03 54,223 102.39
Juncture Wealth Strategies, Llc 45,738 89.03 43,293 102.40
Pittenger & Anderson Inc 45,700 89.04 45,700 102.39
McKinley Carter Wealth Services, Inc. 41,901 89.02 45,903 102.39
Intergy Private Wealth, LLC 40,140 89.04 35,431 102.40
Allworth Financial LP 38,868 89.02 43,893 102.39
Brookstone Capital Management 37,922 89.42 218,288 98.84
First Citizens Financial Corp 37,353 89.04 38,158 102.39
Arkadios Wealth Advisors 34,338 0.09 18,757 0.11
Ullmann Financial Group, Inc. 30,822 89.03 32,054 102.39
Name Current Shares Current PPS Previous Shares Previous PPS
EWG Elevate Inc. 82,203 89.04 0
Sargent Bickham Lagudis LLC 51,532 89.03 13 76.92
Wealth Quarterback LLC 2,976 102.49 5,250 0.19
Prosperity Planning, Inc. 2,666 107.65 2,666 102.40
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 218,915 693,238 89.03 474,323 102.39 46.15
EWG Elevate Inc. 82,203 82,203 89.04 0 0.00
Parsec Financial Management, Inc. 78,185 497,858 89.03 419,673 102.39 18.63
Sargent Bickham Lagudis LLC 51,519 51,532 89.03 13 76.92 396300.00
Orion Portfolio Solutions, LLC 19,940 23,430 89.03 3,490 102.29 571.35
Arkadios Wealth Advisors 15,581 34,338 0.09 18,757 0.11 83.07
AdvisorNet Financial, Inc 8,407 29,246 89.04 20,839 102.40 40.34
Diversified Trust Co 6,103 19,757 89.03 13,654 102.39 44.70
Keystone Wealth Services, LLC 4,732 8,264 89.06 3,532 102.49 133.98
Intergy Private Wealth, LLC 4,709 40,140 89.04 35,431 102.40 13.29
Stone Asset Management Inc. 3,496 67,313 89.03 63,817 102.39 5.48
Juncture Wealth Strategies, Llc 2,445 45,738 89.03 43,293 102.40 5.65
Stillwater Capital Advisors, LLC 2,190 18,294 89.05 16,104 102.40 13.60
Dentgroup LLC 2,035 13,803 89.04 11,768 102.40 17.29
Burns J W & Co Inc/ny 1,285 81,525 89.03 80,240 102.39 1.60
Richard P Slaughter Associates Inc 1,195 5,810 88.98 4,615 102.28 25.89
Global Retirement Partners, LLC 888 6,708 89.00 5,820 93.81 15.26
Holland Advisory Services, Inc. 855 21,116 89.03 20,261 102.41 4.22
SOA Wealth Advisors, LLC. 840 48,473 89.02 47,633 102.39 1.76
Raymond James Trust N.a. 750 7,631 89.11 6,881 102.46 10.90
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Brookstone Capital Management 180,366 37,922 89.42 218,288 98.84 -82.63
SMIFX - Sound Mind Investing Fund 57,740 52,490 95.87 110,230 99.89 -52.38
RGT Wealth Advisors, LLC 31,608 849,304 89.03 880,912 102.39 -3.59
First Heartland Consultants, Inc. 18,955 4,354 88.88 23,309 102.36 -81.32
QAI - IQ Hedge Multi-Strategy Tracker ETF 8,698 6,946 95.88 15,644 99.91 -55.60
Home Federal Bank Of Tennessee 7,146 85,417 89.03 92,563 102.40 -7.72
Private Advisor Group, LLC 6,239 47,984 89.03 54,223 102.39 -11.51
Allworth Financial LP 5,025 38,868 89.02 43,893 102.39 -11.45
McKinley Carter Wealth Services, Inc. 4,002 41,901 89.02 45,903 102.39 -8.72
D. Scott Neal, Inc. 2,877 19,869 89.03 22,746 102.39 -12.65
Wealth Quarterback LLC 2,274 2,976 102.49 5,250 0.19 -43.31
Pacific Financial Group Inc 1,694 17,151 89.03 18,845 102.41 -8.99
Baldrige Asset Management LLC 1,579 30,543 89.02 32,122 102.39 -4.92
DBK Financial Counsel, LLC 1,370 5,179 89.01 6,549 102.46 -20.92
Ullmann Financial Group, Inc. 1,232 30,822 89.03 32,054 102.39 -3.84
First Citizens Financial Corp 805 37,353 89.04 38,158 102.39 -2.11
Tompkins Financial Corp 772 4,787 88.99 5,559 102.36 -13.89
Evanson Asset Management, LLC 753 87,672 89.03 88,425 102.39 -0.85
Norway Savings Bank 699 27,578 89.06 28,277 102.42 -2.47
LifeSteps Financial, Inc. 571 24,083 89.03 24,654 102.38 -2.32
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 Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Spectrum Planning & Advisory Services Inc. 11,330 89.06
BT Wealth Management LLC 10,047 88.48
Mayflower Financial Advisors, LLC 8,967 88.99
Cooper Financial Group 7,748 89.06
Transcend Wealth Collective, Llc 6,374 88.96
One + One Wealth Management, Llc 4,412 89.08
My Legacy Advisors, LLC 2,411 88.35
Dividend Asset Capital, Llc 314 89.17
ACG Wealth 140 85.71
Strategic Asset Management, LLC 29 103.45
Name Shares PPS
Investmark Advisory Group LLC 112 98.21
Mezzasalma Advisors, LLC 2,224 102.52
Optimum Investment Advisors 69 101.45
Kwmg, Llc 2,217 102.39
Objective Capital Management, LLC 4,872 102.42
Orser Capital Management, Llc 2,150 102.33
Koshinski Asset Management, Inc. 728 103.02
Name Current Shares Current PPS Previous Shares Previous PPS
RGT Wealth Advisors, LLC 849,304 89.03 880,912 102.39
Cambridge Investment Research Advisors, Inc. 693,238 89.03 474,323 102.39
Evanson Asset Management, LLC 87,672 89.03 88,425 102.39
Home Federal Bank Of Tennessee 85,417 89.03 92,563 102.40
Burns J W & Co Inc/ny 81,525 89.03 80,240 102.39
Stone Asset Management Inc. 67,313 89.03 63,817 102.39
Soundmark Wealth Management, Llc 56,731 89.03 56,720 102.38
SOA Wealth Advisors, LLC. 48,473 89.02 47,633 102.39
Private Advisor Group, LLC 47,984 89.03 54,223 102.39
Juncture Wealth Strategies, Llc 45,738 89.03 43,293 102.40
Pittenger & Anderson Inc 45,700 89.04 45,700 102.39
McKinley Carter Wealth Services, Inc. 41,901 89.02 45,903 102.39
Intergy Private Wealth, LLC 40,140 89.04 35,431 102.40
Allworth Financial LP 38,868 89.02 43,893 102.39
Brookstone Capital Management 37,922 89.42 218,288 98.84
Arkadios Wealth Advisors 34,338 0.09 18,757 0.11
Ullmann Financial Group, Inc. 30,822 89.03 32,054 102.39
Baldrige Asset Management LLC 30,543 89.02 32,122 102.39
Norway Savings Bank 27,578 89.06 28,277 102.42
LifeSteps Financial, Inc. 24,083 89.03 24,654 102.38
Orion Portfolio Solutions, LLC 23,430 89.03 3,490 102.29
Bridges Investment Management Inc 22,566 89.03 22,566 102.37
Holland Advisory Services, Inc. 21,116 89.03 20,261 102.41
Triangle Securities Wealth Management 19,966 89.05 19,460 102.36
D. Scott Neal, Inc. 19,869 89.03 22,746 102.39
Diversified Trust Co 19,757 89.03 13,654 102.39
Stillwater Capital Advisors, LLC 18,294 89.05 16,104 102.40
Pacific Financial Group Inc 17,151 89.03 18,845 102.41
GPM Growth Investors, Inc. 16,044 89.01 15,886 102.42
Amarillo National Bank 14,546 89.03 14,546 102.36
Dentgroup LLC 13,803 89.04 11,768 102.40
Zhang Financial LLC 13,415 89.00 13,524 102.41
Wealth Management Partners, LLC 13,000 90.08 13,000 105.92
Signature Estate & Investment Advisors Llc 11,426 89.01 11,289 102.40
HYA Advisors, Inc 10,115 89.08 10,112 102.35
Keystone Wealth Services, LLC 8,264 89.06 3,532 102.49
Pinnacle Private Wealth, LLC 8,069 88.98 8,262 102.40
Raymond James Trust N.a. 7,631 89.11 6,881 102.46
Miracle Mile Advisors, LLC 7,354 89.07 7,334 102.40
Greenspring Advisors, LLC 7,238 88.97 7,269 102.35
Global Retirement Partners, LLC 6,708 89.00 5,820 93.81
Gofen & Glossberg Llc /il/ 5,878 88.98 5,778 102.46
Newton One Investments LLC 5,837 89.09 5,837 102.45
Smith Chas P & Associates Pa Cpas 5,386 89.12 5,571 102.32
David J Yvars Group 5,351 89.52 4,809 102.93
DBK Financial Counsel, LLC 5,179 89.01 6,549 102.46
Tompkins Financial Corp 4,787 88.99 5,559 102.36
First Heartland Consultants, Inc. 4,354 88.88 23,309 102.36
Newman & Schimel, LLC 3,993 88.91 3,972 102.47
Valley National Advisers Inc 3,962 89.60 3,962 102.47
Cim, Llc 3,707 89.29 3,648 98.96
Global Trust Asset Management, LLC 3,485 88.95 3,535 102.40
Mayport, Llc 3,304 88.98 3,304 102.30
Wedmont Private Capital 3,080 88.96 3,520 102.84
West Coast Financial LLC 2,692 89.15 2,692 102.53
Sigma Investment Counselors Inc 2,555 88.85 2,555 102.54
Relaxing Retirement Coach 2,370 89.03 2,370 102.53
RWM Asset Management, LLC 2,091 88.95 2,090 102.39
Parkside Financial Bank & Trust 412 89.81 412 101.94
Atticus Wealth Management, Llc 340 88.24 339 103.24
Webster Bank, N. A. 320 87.50 320 103.12
Pinnacle Bancorp, Inc. 319 87.77 287 101.05
Cordasco Financial Network 288 90.28 288 100.69
Corsicana & Co. 216 87.96 216 101.85
Exane Derivatives 216 87.96 216 101.85
Mascoma Wealth Management LLC 120 91.67 120 100.00
Tsfg, Llc 75 93.33 75 106.67
Sugarloaf Wealth Management, LLC 51 78.43 50 100.00
Sound Income Strategies, LLC 48 83.33 68 102.94
Name Current Shares Current PPS Previous Shares Previous PPS
EWG Elevate Inc. 82,203 89.04 0
Sargent Bickham Lagudis LLC 51,532 89.03 13 76.92
Prosperity Planning, Inc. 2,666 107.65 2,666 102.40
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 218,915 693,238 89.03 474,323 102.39 46.15
EWG Elevate Inc. 82,203 82,203 89.04 0 0.00
Sargent Bickham Lagudis LLC 51,519 51,532 89.03 13 76.92 396300.00
Orion Portfolio Solutions, LLC 19,940 23,430 89.03 3,490 102.29 571.35
Arkadios Wealth Advisors 15,581 34,338 0.09 18,757 0.11 83.07
Diversified Trust Co 6,103 19,757 89.03 13,654 102.39 44.70
Keystone Wealth Services, LLC 4,732 8,264 89.06 3,532 102.49 133.98
Intergy Private Wealth, LLC 4,709 40,140 89.04 35,431 102.40 13.29
Stone Asset Management Inc. 3,496 67,313 89.03 63,817 102.39 5.48
Juncture Wealth Strategies, Llc 2,445 45,738 89.03 43,293 102.40 5.65
Stillwater Capital Advisors, LLC 2,190 18,294 89.05 16,104 102.40 13.60
Dentgroup LLC 2,035 13,803 89.04 11,768 102.40 17.29
Burns J W & Co Inc/ny 1,285 81,525 89.03 80,240 102.39 1.60
Global Retirement Partners, LLC 888 6,708 89.00 5,820 93.81 15.26
Holland Advisory Services, Inc. 855 21,116 89.03 20,261 102.41 4.22
SOA Wealth Advisors, LLC. 840 48,473 89.02 47,633 102.39 1.76
Raymond James Trust N.a. 750 7,631 89.11 6,881 102.46 10.90
David J Yvars Group 542 5,351 89.52 4,809 102.93 11.27
Triangle Securities Wealth Management 506 19,966 89.05 19,460 102.36 2.60
GPM Growth Investors, Inc. 158 16,044 89.01 15,886 102.42 0.99
Signature Estate & Investment Advisors Llc 137 11,426 89.01 11,289 102.40 1.21
Gofen & Glossberg Llc /il/ 100 5,878 88.98 5,778 102.46 1.73
Cim, Llc 59 3,707 89.29 3,648 98.96 1.62
Pinnacle Bancorp, Inc. 32 319 87.77 287 101.05 11.15
Newman & Schimel, LLC 21 3,993 88.91 3,972 102.47 0.53
Miracle Mile Advisors, LLC 20 7,354 89.07 7,334 102.40 0.27
Soundmark Wealth Management, Llc 11 56,731 89.03 56,720 102.38 0.02
HYA Advisors, Inc 3 10,115 89.08 10,112 102.35 0.03
Atticus Wealth Management, Llc 1 340 88.24 339 103.24 0.29
RWM Asset Management, LLC 1 2,091 88.95 2,090 102.39 0.05
Sugarloaf Wealth Management, LLC 1 51 78.43 50 100.00 2.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Brookstone Capital Management 180,366 37,922 89.42 218,288 98.84 -82.63
RGT Wealth Advisors, LLC 31,608 849,304 89.03 880,912 102.39 -3.59
First Heartland Consultants, Inc. 18,955 4,354 88.88 23,309 102.36 -81.32
Home Federal Bank Of Tennessee 7,146 85,417 89.03 92,563 102.40 -7.72
Private Advisor Group, LLC 6,239 47,984 89.03 54,223 102.39 -11.51
Allworth Financial LP 5,025 38,868 89.02 43,893 102.39 -11.45
McKinley Carter Wealth Services, Inc. 4,002 41,901 89.02 45,903 102.39 -8.72
D. Scott Neal, Inc. 2,877 19,869 89.03 22,746 102.39 -12.65
Pacific Financial Group Inc 1,694 17,151 89.03 18,845 102.41 -8.99
Baldrige Asset Management LLC 1,579 30,543 89.02 32,122 102.39 -4.92
DBK Financial Counsel, LLC 1,370 5,179 89.01 6,549 102.46 -20.92
Ullmann Financial Group, Inc. 1,232 30,822 89.03 32,054 102.39 -3.84
Tompkins Financial Corp 772 4,787 88.99 5,559 102.36 -13.89
Evanson Asset Management, LLC 753 87,672 89.03 88,425 102.39 -0.85
Norway Savings Bank 699 27,578 89.06 28,277 102.42 -2.47
LifeSteps Financial, Inc. 571 24,083 89.03 24,654 102.38 -2.32
Wedmont Private Capital 440 3,080 88.96 3,520 102.84 -12.50
Country Trust Bank 315 769 1,084 -29.06
Pinnacle Private Wealth, LLC 193 8,069 88.98 8,262 102.40 -2.34
Smith Chas P & Associates Pa Cpas 185 5,386 89.12 5,571 102.32 -3.32
Zhang Financial LLC 109 13,415 89.00 13,524 102.41 -0.81
Global Trust Asset Management, LLC 50 3,485 88.95 3,535 102.40 -1.41
Greenspring Advisors, LLC 31 7,238 88.97 7,269 102.35 -0.43
Sound Income Strategies, LLC 20 48 83.33 68 102.94 -29.41
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