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 1,183 747.00 155.71 160.00
Previous Quarter 1,223 877.00 155.72 161.16

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 12 173 259 5 103 83
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 5 16 133 3 48 44
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 585,481 0.00 0.00 0 0.00 0.00
Previous Quarter 585,481 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
Jpmorgan Chase & Co 20,424,318 155.72
Morgan Stanley 11,743,067 155.72
Wells Fargo & Company/mn 8,934,949 155.72
Bank Of America Corp /de/ 6,813,086 155.72
Envestnet Asset Management Inc 4,301,125 155.72
UBS Group AG 3,326,002 155.72
Goldman Sachs Group Inc 3,074,178 155.72
Stifel Financial Corp 2,686,319 155.72
Ameriprise Financial Inc 2,264,188 156.98
LPL Financial LLC 1,936,010 155.72
Varma Mutual Pension Insurance Co 1,713,940 155.72
Advisor Group Holdings, Inc. 1,230,373 138.82
Pnc Financial Services Group, Inc. 1,225,622 155.72
Lido Advisors, LLC 1,178,301 155.72
Mariner, LLC 1,112,167 155.72
Royal Bank Of Canada 1,055,113 155.72
Fmr Llc 1,016,031 155.72
M&t Bank Corp 1,006,465 155.72
Us Bancorp \de\ 1,003,274 155.72
Amerivest Investment Management LLC 802,354 155.72

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
Jpmorgan Chase & Co 20,424,318 155.72
Morgan Stanley 11,743,067 155.72
Wells Fargo & Company/mn 8,934,949 155.72
Bank Of America Corp /de/ 6,813,086 155.72
Envestnet Asset Management Inc 4,301,125 155.72
UBS Group AG 3,326,002 155.72
Goldman Sachs Group Inc 3,074,178 155.72
Stifel Financial Corp 2,686,319 155.72
Ameriprise Financial Inc 2,264,188 156.98
LPL Financial LLC 1,936,010 155.72
Varma Mutual Pension Insurance Co 1,713,940 155.72
Advisor Group Holdings, Inc. 1,230,373 138.82
Pnc Financial Services Group, Inc. 1,225,622 155.72
Lido Advisors, LLC 1,178,301 155.72
Mariner, LLC 1,112,167 155.72
Royal Bank Of Canada 1,055,113 155.72
Fmr Llc 1,016,031 155.72
M&t Bank Corp 1,006,465 155.72
Us Bancorp \de\ 1,003,274 155.72
Amerivest Investment Management LLC 802,354 155.72

 

Recent Quarter Analysis

Name Shares PPS
Berkshire Money Management, Inc. 50,890 137.45
YHB Investment Advisors, Inc. 28,855 137.45
Gofen & Glossberg Llc /il/ 6,016 137.47
Charles Schwab Trust Co 4,343 137.46
Heritage Financial Services, LLC 3,103 137.29
Wipfli Financial Advisors Llc, 2,821 137.54
Obsidian Personal Planning Solutions LLC 2,784 137.57
Oak Asset Management, LLC 2,049 137.63
Revolve Wealth Partners, LLC 1,765 137.68
Sound Income Strategies, LLC 102 137.25
Field & Main Bank 61 131.15
Urban Wealth Management, LLC 0
Name Shares PPS
Us Bancorp \de\ 1,003,274 155.72
Hnp Capital Llc 314,472 155.72
SMIDX - SMI Dynamic Allocation Fund 114,040 154.03
Moors & Cabot, Inc. 105,000 0.99
Crescent Capital Consulting, LLC 60,923 156.61
Farr Miller & Washington Llc/dc 60,280 145.42
Spotlight Asset Group, Inc. 55,478 145.43
Bank Julius Baer & Co. Ltd, Zurich 54,065 155.72
Johanson Financial Advisors, Inc. 45,119 156.63
Security National Trust Co 41,425 147.62
Homrich & Berg 30,299 145.42
Polianta Ltd 30,100 155.71
Stone House Investment Management, LLC 22,451 155.72
IFP Advisors, Inc 17,254 156.89
First Midwest Bank Trust Division 16,210 156.63
Country Club Trust Company, n.a. 14,260 156.73
Ameritas Investment Corp 11,155 0.18
Resource Consulting Group Inc 9,055 155.72
Mid Atlantic Financial Management Inc/adv 8,889 145.46
Managed Account Services Inc 8,656 145.45
Alexandria Capital, LLC 8,296 145.37
Harborview Advisors, LLC 7,037 145.37
Gofen & Glossberg Llc /il/ 6,096 155.68
Calton & Associates, Inc. 5,401 155.71
Wolverine Trading, Llc 5,150 157.86
Professional Planning 4,237 145.39
Covenant Multifamily Offices, LLC 3,370 147.77
Aurora Private Wealth, Inc. 3,275 155.73
NorthCoast Asset Management LLC 2,832 145.48
Northstar Advisory Group, LLC 2,792 155.80
ABRFX - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 2,593 155.80
Filbrandt Wealth Management, LLC 2,499 145.26
Fulcrum Equity Management 2,180 155.50
Carroll Financial Associates, Inc. 1,882 155.69
Icon Wealth Partners, LLC 1,777 155.88
Asset Dedication, LLC 1,748 155.61
Hochman Cole Investment Advisors, Inc. 1,602 145.44
Good Life Advisors, LLC 1,441 155.45
Heritage Wealth Management, Llc 1,420 145.07
Secure Asset Management, LLC 1,392 155.89
Bard Financial Services, Inc. 1,370 155.47
Alpha Cubed Investments, LLC 1,343 155.62
Freedom Day Solutions, LLC 1,318 155.54
RHS Financial, LLC 1,302 155.91
Middleton & Co Inc/ma 1,300 155.38
Berman Capital Advisors, LLC 713 144.46
Tradewinds Capital Management, LLC 420 154.76
Perkins Coie Trust Co 190 157.89
Herold Advisors, Inc. 100 155720.00
Providence Capital Advisors, LLC
Cedar Brook Financial Partners, LLC
Childress Capital Advisors, Llc
Savior LLC
Glovista Investments LLC
Gerber Kawasaki Wealth & Investment Management
Transparent Wealth Partners LLC
Advisor Resource Council
Addison Capital Co
Mcdonald Partners Llc
Exane Derivatives
Comprehensive Financial Consultants Institutional, Inc.
First National Corp /ma/ /adv
Cassady Schiller Wealth Management, LLC
Cordant, Inc.
Taylor, Cottrill, Erickson & Associates, Inc.
Amplius Wealth Advisors, LLC
Edge Wealth Management LLC
Paragon Capital Management Ltd
Stelac Advisory Services LLC
Institutional & Family Asset Management, Llc
Summit Financial Wealth Advisors, LLC
Dean Investment Associates, Llc
Prelude Capital Management, Llc
Quantbot Technologies LP
Lakeview Capital Partners, LLC
Mitsubishi UFJ Asset Management (UK) Ltd.
Hamel Associates, Inc.
Insight Wealth Strategies, LLC
Gunma Bank,Ltd.
Leverty Financial Group, LLC
Smith Shellnut Wilson Llc /adv
Pacitti Group Inc.
Old Mission Capital Llc
PFG Advisors
Hardy Reed LLC
Qube Research & Technologies Ltd
Two Sigma Investments, Lp
Arch Capital Group Ltd.
Congress Wealth Management LLC / DE /
Fifth Third Securities, Inc.
Confluence Wealth Services, Inc.
White Lighthouse Investment Management Inc.
CIBC Asset Management Inc
Optiver Holding B.V.
Center for Financial Planning, Inc.
Evolution Wealth Advisors, LLC
Andrew Hill Investment Advisors, Inc.
Planned Solutions, Inc.
J. Goldman & Co LP
StoneX Group Inc.
Cascade Investment Advisors, Inc.
Fisher Asset Management, LLC
GIVYX - Global Tactical Fund Institutional Class
Capital One Financial Corp
Atwood & Palmer Inc
Bingham Osborn & Scarborough Llc
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class
Blume Capital Management, Inc.
Viridian Ria, Llc
Goldstream Capital Management Ltd
Smith, Salley & Associates
Financial Council Asset Management Inc
Mirae Asset Global Investments Co., Ltd.
Mirador Capital Partners LP
Firestone Capital Management
Advisors Capital Management, LLC
Crown Wealth Group, LLC
Perennial Advisors, LLC
Windsor Creek Advisors, Llc
First American Trust, Fsb
Lake Street Advisors Group, Llc
Hrt Financial Lp
Simplex Trading, Llc
D L Carlson Investment Group Inc
TCG Advisory Services, LLC
Brand Asset Management Group, Inc.
Empirical Asset Management, LLC
Rothschild Capital Partners, LLC
Ahl Investment Management, Inc.
FourThought Financial, LLC
Coho Partners, Ltd.
Journey Strategic Wealth Llc
Wagner Wealth Management, Llc
Securian Asset Management, Inc
Parker Investment Management, LLC
MKP Capital Management, L.L.C.
Canada Pension Plan Investment Board
Gratus Capital LLC
Telemus Capital, Llc
True Link Financial Advisors, LLC
Cypress Point Wealth Management, LLC
CNB Bank
Cardinal Capital Management, Inc.
Kings Point Capital Management
Westside Investment Management, Inc.
Kerntke Otto McGlone Wealth Management Group
Lenox Wealth Advisors, LLC
Yousif Capital Management, Llc
Vista Capital Partners, Inc.
Cornerstone Advisory, LLC
Huntington National Bank
Schroder Investment Management Group
Total Clarity Wealth Management, Inc.
TD Capital Management LLC
Signet Financial Management, Llc
Kowal Investment Group, LLC
Wealthcare Capital Management Llc
Banque Pictet & Cie Sa
AXS Investments LLC
Squarepoint Ops LLC
Strategic Blueprint, LLC
Absolute Capital Management, LLC
Intellectus Partners, LLC
Antonetti Capital Management LLC
Atlas Private Wealth Advisors
Urban Wealth Management, LLC
Massmutual Trust Co Fsb/adv
Silicon Valley Capital Partners
1st Source Bank
Allie Family Office LLC
Balentine LLC
Massachusetts Financial Services Co /ma/
Trexquant Investment LP
Name Current Shares Current PPS Previous Shares Previous PPS
Cliftonlarsonallen Wealth Advisors, Llc 679,771 137.46 688,494 155.72
Cambridge Investment Research Advisors, Inc. 606,517 137.46 460,415 155.72
Commonwealth Equity Services, Llc 571,393 137.46 602,844 155.72
MAI Capital Management 518,424 137.46 468,461 155.72
Home Federal Bank Of Tennessee 425,054 137.46 447,460 155.72
Miracle Mile Advisors, LLC 422,327 137.46 374,515 155.72
Phillips Financial Management, Llc 364,335 137.46 362,262 155.75
First Hawaiian Bank 343,972 137.46 348,728 155.72
Amarillo National Bank 330,883 137.46 331,155 155.72
Courier Capital Llc 312,695 137.46 314,472 155.72
McKinley Carter Wealth Services, Inc. 287,435 137.46 285,459 155.72
Praetorian Wealth Management, Inc. 243,206 137.46 239,578 155.72
SMIFX - Sound Mind Investing Fund 218,850 147.98 202,090 154.03
Polaris Wealth Advisory Group, LLC 201,291 137.46 217,465 156.08
Koss-Olinger Consulting, LLC 187,045 137.46 132,292 155.72
Financial Life Advisors 157,443 137.46 167,655 155.72
Spire Wealth Management 150,701 137.46 214,276 155.86
North Star Investment Management Corp. 148,443 137.46 150,086 155.72
Transform Wealth, LLC 137,746 137.46 138,110 155.72
Lutz Financial Services LLC 133,898 137.46 134,698 155.72
Name Current Shares Current PPS Previous Shares Previous PPS
Aaron Wealth Advisors LLC 4,192 137.40 261,921 6.42
Arkadios Wealth Advisors 3,885 0.26 4,008 0.25
Wealth Quarterback LLC 3,379 155.67 4,569 0.22
Trust Co Of Vermont 1,103 137.81 0
Lehman & Derafelo Financial Resources LLC 183 136.61 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 146,102 606,517 137.46 460,415 155.72 31.73
Koss-Olinger Consulting, LLC 54,753 187,045 137.46 132,292 155.72 41.39
EWG Elevate Inc. 52,164 56,221 137.46 4,057 155.78 1285.78
MAI Capital Management 49,963 518,424 137.46 468,461 155.72 10.67
Miracle Mile Advisors, LLC 47,812 422,327 137.46 374,515 155.72 12.77
Great Valley Advisor Group, Inc. 31,803 52,816 137.46 21,013 155.71 151.35
SMIFX - Sound Mind Investing Fund 16,760 218,850 147.98 202,090 154.03 8.29
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 15,000 23,672 147.98 8,672 154.06 172.97
Charter Oak Capital Management, LLC 12,596 28,940 137.46 16,344 156.63 77.07
Wbh Advisory Inc 12,164 16,838 138.26 4,674 152.55 260.25
Mv Capital Management, Inc. 12,104 85,683 137.46 73,579 155.72 16.45
Security Financial Services, INC. 10,760 14,001 137.49 3,241 155.82 332.00
Intelligence Driven Advisers, LLC 10,694 18,959 137.98 8,265 156.08 129.39
Bank Of Stockton 10,635 99,624 137.47 88,989 155.73 11.95
Lbmc Investment Advisors, Llc 9,401 56,295 137.45 46,894 155.71 20.05
Johnson Midwest Financial, LLC 9,079 112,513 137.46 103,434 155.72 8.78
Private Advisor Group, LLC 7,577 109,904 137.47 102,327 155.73 7.40
FTLS - First Trust Long/Short Equity ETF 6,839 16,276 148.01 9,437 154.07 72.47
Falcon Wealth Planning 6,801 17,775 137.44 10,974 156.64 61.97
RTD Financial Advisors, Inc. 6,708 90,113 137.46 83,405 155.72 8.04
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Aaron Wealth Advisors LLC 257,729 4,192 137.40 261,921 6.42 -98.40
Brookstone Capital Management 137,892 57,495 139.07 195,387 155.47 -70.57
Brave Asset Management Inc 116,158 20,031 137.44 136,189 155.72 -85.29
Spire Wealth Management 63,575 150,701 137.46 214,276 155.86 -29.67
Delta Investment Management, LLC 57,621 21,651 137.45 79,272 155.72 -72.69
Commonwealth Equity Services, Llc 31,451 571,393 137.46 602,844 155.72 -5.22
Holland Advisory Services, Inc. 27,673 16,267 137.46 43,940 155.71 -62.98
Truist Financial Corp 25,020 99,145 137.46 124,165 155.72 -20.15
Home Federal Bank Of Tennessee 22,406 425,054 137.46 447,460 155.72 -5.01
All Season Financial Advisors, Inc. 21,730 32,690 137.47 54,420 155.71 -39.93
Polaris Wealth Advisory Group, LLC 16,174 201,291 137.46 217,465 156.08 -7.44
Occidental Asset Management, LLC 13,022 68,285 137.45 81,307 155.72 -16.02
Matthew Goff Investment Advisor, LLC 12,168 82,242 137.46 94,410 155.73 -12.89
Procyon Private Wealth Partners, LLC 12,033 12,286 137.47 24,319 155.72 -49.48
First Heartland Consultants, Inc. 11,556 19,722 137.46 31,278 155.70 -36.95
Platte River Wealth Advisors, LLC 11,360 83,811 137.46 95,171 155.72 -11.94
Financial Life Advisors 10,212 157,443 137.46 167,655 155.72 -6.09
Blue Zone Wealth Advisors, LLC 9,363 22,303 137.47 31,666 155.72 -29.57
Cliftonlarsonallen Wealth Advisors, Llc 8,723 679,771 137.46 688,494 155.72 -1.27
Trilogy Capital Inc. 7,228 11,471 137.48 18,699 155.73 -38.65
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
Charles Schwab Trust Co 4,343 137.46
Heritage Financial Services, LLC 3,103 137.29
Obsidian Personal Planning Solutions LLC 2,784 137.57
Field & Main Bank 61 131.15
Urban Wealth Management, LLC 0
Name Shares PPS
Fulcrum Equity Management 2,180 155.50
Urban Wealth Management, LLC
Hnp Capital Llc 314,472 155.72
Secure Asset Management, LLC 1,392 155.89
Freedom Day Solutions, LLC 1,318 155.54
Asset Dedication, LLC 1,748 155.61
Alpha Cubed Investments, LLC 1,343 155.62
Tradewinds Capital Management, LLC 420 154.76
Middleton & Co Inc/ma 1,300 155.38
Icon Wealth Partners, LLC 1,777 155.88
Aurora Private Wealth, Inc. 3,275 155.73
Stone House Investment Management, LLC 22,451 155.72
ABRFX - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 2,593 155.80
Good Life Advisors, LLC 1,441 155.45
Bank Julius Baer & Co. Ltd, Zurich 54,065 155.72
Polianta Ltd 30,100 155.71
Name Current Shares Current PPS Previous Shares Previous PPS
Commonwealth Equity Services, Llc 571,393 137.46 602,844 155.72
MAI Capital Management 518,424 137.46 468,461 155.72
Phillips Financial Management, Llc 364,335 137.46 362,262 155.75
First Hawaiian Bank 343,972 137.46 348,728 155.72
Courier Capital Llc 312,695 137.46 314,472 155.72
Financial Life Advisors 157,443 137.46 167,655 155.72
Spire Wealth Management 150,701 137.46 214,276 155.86
North Star Investment Management Corp. 148,443 137.46 150,086 155.72
Lutz Financial Services LLC 133,898 137.46 134,698 155.72
Umb Bank N A/mo 121,729 137.46 127,141 155.72
Johnson Midwest Financial, LLC 112,513 137.46 103,434 155.72
Bank Of Stockton 99,624 137.47 88,989 155.73
Truist Financial Corp 99,145 137.46 124,165 155.72
Western Wealth Management, LLC 93,149 137.50 94,471 155.72
RTD Financial Advisors, Inc. 90,113 137.46 83,405 155.72
Mv Capital Management, Inc. 85,683 137.46 73,579 155.72
Matthew Goff Investment Advisor, LLC 82,242 137.46 94,410 155.73
Ironwood Wealth Management, Inc. 75,254 139.08 75,319 155.72
Comerica Securities,inc. 70,708 137.45 69,025 155.73
Occidental Asset Management, LLC 68,285 137.45 81,307 155.72
Willis Johnson & Associates, Inc. 52,922 137.47 58,490 155.72
Great Valley Advisor Group, Inc. 52,816 137.46 21,013 155.71
Stratos Wealth Partners, LTD. 51,187 137.46 50,818 155.71
Centerpoint Advisors, LLC 49,089 137.46 49,237 155.72
Geneos Wealth Management Inc. 45,027 139.21 45,020 155.71
KFA Private Wealth Group, LLC 44,409 137.45 44,344 155.71
BKD Wealth Advisors, LLC 42,338 137.47 39,558 155.72
Signature Wealth Management Partners, LLC 41,428 137.47 40,403 155.73
Astoria Strategic Wealth, Inc. 40,468 137.47 42,276 155.71
Beacon Financial Group 36,050 139.28 36,431 157.67
Wesbanco Bank Inc 35,801 137.48 30,168 155.69
Pathway Financial Advisors LLC 33,440 137.47 33,440 155.71
All Season Financial Advisors, Inc. 32,690 137.47 54,420 155.71
Rodgers & Associates, LTD 30,657 137.46 31,118 155.73
Charter Oak Capital Management, LLC 28,940 137.46 16,344 156.63
Savant Capital, LLC 26,550 137.48 29,127 155.73
Stegner Investment Associates Inc. 26,209 137.47 26,930 155.74
Market Street Wealth Management Advisors Llc 23,523 137.44 24,631 155.74
Delta Investment Management, LLC 21,651 137.45 79,272 155.72
Intelligence Driven Advisers, LLC 18,959 137.98 8,265 156.08
Falcon Wealth Planning 17,775 137.44 10,974 156.64
SOL Capital Management CO 17,507 137.49 17,687 155.71
Signature Securities Group Corporation 16,315 137.42 13,946 155.67
Conning Inc. 16,001 137.43 16,001 155.74
Sequoia Financial Advisors, LLC 15,159 137.61 14,684 155.75
Gables Capital Management Inc. 14,405 137.45 14,405 155.71
Edmonds Duncan Registered Investment Advisors, LLC 14,285 137.49 15,368 155.71
Security Financial Services, INC. 14,001 137.49 3,241 155.82
Avantax Planning Partners, Inc. 13,743 137.45 14,284 155.70
Cahaba Wealth Management, Inc. 12,430 137.41 13,794 147.96
Crescent Grove Advisors, LLC 11,486 137.47 6,481 155.69
Trilogy Capital Inc. 11,471 137.48 18,699 155.73
Wedbush Securities Inc 10,866 137.49 9,631 155.75
Investment Advisory Group, LLC 10,698 137.69 10,547 156.06
Southern Capital Advisors, Llc 10,643 137.46 10,226 155.68
PSI Advisors, LLC 9,951 137.47 10,402 155.74
GSB Wealth Management, LLC 9,818 137.50 9,098 155.75
Endurance Wealth Management, Inc. 9,671 137.52 9,628 155.80
Sterling Investment Counsel, LLC 9,551 137.47 5,288 155.82
Grant/GrossMendelsohn, LLC 9,243 137.62 9,243 157.42
HighMark Wealth Management LLC 8,954 137.37 8,752 155.85
Windward Private Wealth Management Inc. 7,641 137.42 7,641 155.74
Gemmer Asset Management LLC 7,349 137.43 6,353 155.67
Evensky & Katz LLC 7,180 137.47 7,163 155.66
Harbor Investment Advisory, Llc 5,831 137.54 6,444 155.65
Tarbox Family Office, Inc. 5,803 137.52 5,795 155.65
Patton Albertson Miller Group, Llc 5,486 137.44 5,485 155.70
Chicago Capital, LLC 5,320 137.41 5,320 155.64
Integrated Investment Consultants, LLC 5,318 137.46 4,334 155.75
Money Concepts Capital Corp 5,183 139.30 5,758 155.78
Briggs Advisory Group, Inc. 4,892 137.37 4,892 155.76
Altium Wealth Management LLC 4,487 137.51 3,991 155.60
Stratos Wealth Advisors, LLC 4,430 137.47 3,522 155.88
Catalyst Private Wealth, Llc 4,137 137.54 4,137 155.67
Essex Savings Bank 3,894 137.39 3,894 155.62
Flagship Private Wealth, LLC 3,483 3,483 0.29
Wealth Advisors of Tampa Bay, LLC 3,472 137.38 3,506 155.73
C2C Wealth Management, LLC 3,466 140.80 3,406 158.54
Pinnacle Financial Group, LLC / IL 3,309 137.50 3,309 155.64
Capital Investment Advisory Services, LLC 3,209 137.43 2,783 155.59
Wealth Enhancement Advisory Services, Llc 2,947 139.12 3,890 156.30
Weaver Consulting Group 2,900 137.59 3,728 155.85
Shulman DeMeo Asset Management LLC 2,859 137.46 2,847 155.60
Blossom Wealth Management 2,828 137.55 2,758 155.55
Round Table Services, LLC 2,812 137.62 2,812 155.76
Trust Co Of Virginia /va 2,800 137.50 2,800 155.71
Veracity Capital LLC 2,767 137.33 2,864 155.73
Gradient Capital Advisors, LLC 2,713 137.49 2,713 155.55
Sandy Spring Bank 2,644 137.29 2,644 155.45
Welch & Forbes Llc 2,600 137.31 2,600 155.77
Investment Research & Advisory Group, Inc. 2,545 137.52 2,545 155.60
Stone Point Wealth LLC 2,511 137.79 2,511 156.51
Ellevest, Inc. 2,415 137.47 2,400 155.83
Harel Insurance Investments & Financial Services Ltd. 2,391 135.09 2,391 153.91
Baldwin Brothers Inc/ma 2,381 137.34 2,081 155.69
Chesapeake Wealth Management 2,370 137.55 2,370 155.70
Brinker Capital Investments, LLC 2,336 137.41 2,315 155.51
DAVENPORT & Co LLC 2,266 137.25 2,419 155.85
Peterson Wealth Advisors, LLC 2,266 137.69 2,266 155.78
Harvest Investment Services, LLC 2,230 137.22 2,242 155.66
Silverhawk Asset Management, Llc 2,196 137.52 2,861 155.89
Patten Group, Inc. 2,136 139.51 2,136 155.90
Sabal Trust CO 2,092 137.67 2,092 155.83
Center For Asset Management LLC 2,080 137.50 2,080 155.77
Cornell Pochily Investment Advisors, Inc. 2,055 137.23 1,710 155.56
Courage Miller Partners, LLC 2,049 137.63 1,964 155.80
Paradigm, Strategies in Wealth Management, LLC 1,982 137.24 1,982 155.90
Galvin, Gaustad & Stein, LLC 1,882 137.62 2,282 155.57
Guyasuta Investment Advisors Inc 1,842 137.35 1,842 155.81
Howland Capital Management Llc 1,764 137.19 1,764 155.90
Cadence Bank Na 1,576 137.69 1,579 155.79
Lion Street Advisors, LLC 1,532 152.09 1,632 156.25
Fort Pitt Capital Group, Llc 1,484 137.47 1,484 155.66
JTC Employer Solutions Trusteee Ltd 1,353 137.47 1,353 155.95
Founders Capital Management 1,238 137.32 706 157.22
LeJeune Puetz Investment Counsel LLC 1,075 136.74 1,075 155.35
Bogart Wealth, LLC 1,022 137.96 1,022 155.58
Ballast Advisors Llc 1,014 137.08 1,014 155.82
Provident Wealth Management, LLC 852 137.32 1,244 155.95
Life Planning Partners, Inc 722 138.50 722 156.51
Legacy Bridge, LLC 651 136.71 651 155.15
Element Wealth, LLC 561 137.25 561 155.08
Rice Partnership, LLC 292 136.99 292 154.11
JNBA Financial Advisors 287 135.89 287 156.79
PrairieView Partners, LLC 262 137.40 262 156.49
Ironwood Wealth Management, LLC. 243 135.80 243 156.38
TCI Wealth Advisors, Inc. 226 137.17 259 154.44
Macroview Investment Management Llc 183 136.61 182 153.85
Hartford Financial Management Inc. 94 138.30 94 159.57
First Command Bank 79 139.24 79 151.90
First Command Financial Services, Inc. 79 139.24 79 151.90
GPS Wealth Strategies Group, LLC 58 137.93 58 155.17
Horan Securities, Inc. 23 130.43 23 173.91
Name Current Shares Current PPS Previous Shares Previous PPS
Aaron Wealth Advisors LLC 4,192 137.40 261,921 6.42
Trust Co Of Vermont 1,103 137.81 0
Lehman & Derafelo Financial Resources LLC 183 136.61 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
MAI Capital Management 49,963 518,424 137.46 468,461 155.72 10.67
Great Valley Advisor Group, Inc. 31,803 52,816 137.46 21,013 155.71 151.35
Charter Oak Capital Management, LLC 12,596 28,940 137.46 16,344 156.63 77.07
Mv Capital Management, Inc. 12,104 85,683 137.46 73,579 155.72 16.45
Security Financial Services, INC. 10,760 14,001 137.49 3,241 155.82 332.00
Intelligence Driven Advisers, LLC 10,694 18,959 137.98 8,265 156.08 129.39
Bank Of Stockton 10,635 99,624 137.47 88,989 155.73 11.95
Johnson Midwest Financial, LLC 9,079 112,513 137.46 103,434 155.72 8.78
Falcon Wealth Planning 6,801 17,775 137.44 10,974 156.64 61.97
RTD Financial Advisors, Inc. 6,708 90,113 137.46 83,405 155.72 8.04
Wesbanco Bank Inc 5,633 35,801 137.48 30,168 155.69 18.67
Crescent Grove Advisors, LLC 5,005 11,486 137.47 6,481 155.69 77.23
Sterling Investment Counsel, LLC 4,263 9,551 137.47 5,288 155.82 80.62
BKD Wealth Advisors, LLC 2,780 42,338 137.47 39,558 155.72 7.03
Signature Securities Group Corporation 2,369 16,315 137.42 13,946 155.67 16.99
Phillips Financial Management, Llc 2,073 364,335 137.46 362,262 155.75 0.57
Comerica Securities,inc. 1,683 70,708 137.45 69,025 155.73 2.44
Wedbush Securities Inc 1,235 10,866 137.49 9,631 155.75 12.82
Trust Co Of Vermont 1,103 1,103 137.81 0 0.00
Signature Wealth Management Partners, LLC 1,025 41,428 137.47 40,403 155.73 2.54
Gemmer Asset Management LLC 996 7,349 137.43 6,353 155.67 15.68
Integrated Investment Consultants, LLC 984 5,318 137.46 4,334 155.75 22.70
Stratos Wealth Advisors, LLC 908 4,430 137.47 3,522 155.88 25.78
GSB Wealth Management, LLC 720 9,818 137.50 9,098 155.75 7.91
Founders Capital Management 532 1,238 137.32 706 157.22 75.35
Altium Wealth Management LLC 496 4,487 137.51 3,991 155.60 12.43
Sequoia Financial Advisors, LLC 475 15,159 137.61 14,684 155.75 3.23
Capital Investment Advisory Services, LLC 426 3,209 137.43 2,783 155.59 15.31
Southern Capital Advisors, Llc 417 10,643 137.46 10,226 155.68 4.08
Stratos Wealth Partners, LTD. 369 51,187 137.46 50,818 155.71 0.73
Cornell Pochily Investment Advisors, Inc. 345 2,055 137.23 1,710 155.56 20.18
Baldwin Brothers Inc/ma 300 2,381 137.34 2,081 155.69 14.42
HighMark Wealth Management LLC 202 8,954 137.37 8,752 155.85 2.31
Lehman & Derafelo Financial Resources LLC 183 183 136.61 0 0.00
Investment Advisory Group, LLC 151 10,698 137.69 10,547 156.06 1.43
Courage Miller Partners, LLC 85 2,049 137.63 1,964 155.80 4.33
Blossom Wealth Management 70 2,828 137.55 2,758 155.55 2.54
KFA Private Wealth Group, LLC 65 44,409 137.45 44,344 155.71 0.15
C2C Wealth Management, LLC 60 3,466 140.80 3,406 158.54 1.76
Endurance Wealth Management, Inc. 43 9,671 137.52 9,628 155.80 0.45
Brinker Capital Investments, LLC 21 2,336 137.41 2,315 155.51 0.91
Evensky & Katz LLC 17 7,180 137.47 7,163 155.66 0.24
Ellevest, Inc. 15 2,415 137.47 2,400 155.83 0.62
Shulman DeMeo Asset Management LLC 12 2,859 137.46 2,847 155.60 0.42
Tarbox Family Office, Inc. 8 5,803 137.52 5,795 155.65 0.14
Geneos Wealth Management Inc. 7 45,027 139.21 45,020 155.71 0.02
Macroview Investment Management Llc 1 183 136.61 182 153.85 0.55
Patton Albertson Miller Group, Llc 1 5,486 137.44 5,485 155.70 0.02
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Aaron Wealth Advisors LLC 257,729 4,192 137.40 261,921 6.42 -98.40
Spire Wealth Management 63,575 150,701 137.46 214,276 155.86 -29.67
Delta Investment Management, LLC 57,621 21,651 137.45 79,272 155.72 -72.69
Commonwealth Equity Services, Llc 31,451 571,393 137.46 602,844 155.72 -5.22
Truist Financial Corp 25,020 99,145 137.46 124,165 155.72 -20.15
All Season Financial Advisors, Inc. 21,730 32,690 137.47 54,420 155.71 -39.93
Occidental Asset Management, LLC 13,022 68,285 137.45 81,307 155.72 -16.02
Matthew Goff Investment Advisor, LLC 12,168 82,242 137.46 94,410 155.73 -12.89
Financial Life Advisors 10,212 157,443 137.46 167,655 155.72 -6.09
Trilogy Capital Inc. 7,228 11,471 137.48 18,699 155.73 -38.65
Willis Johnson & Associates, Inc. 5,568 52,922 137.47 58,490 155.72 -9.52
Umb Bank N A/mo 5,412 121,729 137.46 127,141 155.72 -4.26
First Hawaiian Bank 4,756 343,972 137.46 348,728 155.72 -1.36
Savant Capital, LLC 2,577 26,550 137.48 29,127 155.73 -8.85
Astoria Strategic Wealth, Inc. 1,808 40,468 137.47 42,276 155.71 -4.28
Courier Capital Llc 1,777 312,695 137.46 314,472 155.72 -0.57
North Star Investment Management Corp. 1,643 148,443 137.46 150,086 155.72 -1.09
Cahaba Wealth Management, Inc. 1,364 12,430 137.41 13,794 147.96 -9.89
Western Wealth Management, LLC 1,322 93,149 137.50 94,471 155.72 -1.40
Market Street Wealth Management Advisors Llc 1,108 23,523 137.44 24,631 155.74 -4.50
Edmonds Duncan Registered Investment Advisors, LLC 1,083 14,285 137.49 15,368 155.71 -7.05
Wealth Enhancement Advisory Services, Llc 943 2,947 139.12 3,890 156.30 -24.24
Weaver Consulting Group 828 2,900 137.59 3,728 155.85 -22.21
Lutz Financial Services LLC 800 133,898 137.46 134,698 155.72 -0.59
Stegner Investment Associates Inc. 721 26,209 137.47 26,930 155.74 -2.68
Silverhawk Asset Management, Llc 665 2,196 137.52 2,861 155.89 -23.24
Harbor Investment Advisory, Llc 613 5,831 137.54 6,444 155.65 -9.51
Money Concepts Capital Corp 575 5,183 139.30 5,758 155.78 -9.99
Avantax Planning Partners, Inc. 541 13,743 137.45 14,284 155.70 -3.79
Rodgers & Associates, LTD 461 30,657 137.46 31,118 155.73 -1.48
PSI Advisors, LLC 451 9,951 137.47 10,402 155.74 -4.34
Galvin, Gaustad & Stein, LLC 400 1,882 137.62 2,282 155.57 -17.53
Provident Wealth Management, LLC 392 852 137.32 1,244 155.95 -31.51
Beacon Financial Group 381 36,050 139.28 36,431 157.67 -1.05
SOL Capital Management CO 180 17,507 137.49 17,687 155.71 -1.02
DAVENPORT & Co LLC 153 2,266 137.25 2,419 155.85 -6.32
Centerpoint Advisors, LLC 148 49,089 137.46 49,237 155.72 -0.30
Lion Street Advisors, LLC 100 1,532 152.09 1,632 156.25 -6.13
Veracity Capital LLC 97 2,767 137.33 2,864 155.73 -3.39
Ironwood Wealth Management, Inc. 65 75,254 139.08 75,319 155.72 -0.09
Wealth Advisors of Tampa Bay, LLC 34 3,472 137.38 3,506 155.73 -0.97
TCI Wealth Advisors, Inc. 33 226 137.17 259 154.44 -12.74
Harvest Investment Services, LLC 12 2,230 137.22 2,242 155.66 -0.54
Cadence Bank Na 3 1,576 137.69 1,579 155.79 -0.19
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