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 | 2,856 | 1592.00 | 453.66 | 584.59 |
| Previous Quarter | 2,937 | 1952.00 | 453.69 | 613.95 |
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 | 27 | 308 | 782 | 9 | 366 | 304 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 1 | 1 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Current Quarter | 0 | 1 | 1 | 0 | 0 | 0 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 9 | 16 | 262 | 2 | 117 | 105 |
| 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 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 | 145,058,992 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
| Previous Quarter | 74,322,818 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|---|---|
| BlackRock Inc. | 71,694,332 | 453.69 |
| BlackRock Inc. | 70,736,174 | |
| Bank Of America Corp /de/ | 45,323,184 | 453.69 |
| Envestnet Asset Management Inc | 29,022,105 | 453.69 |
| Northwestern Mutual Wealth Management Co | 23,931,913 | 453.69 |
| Wells Fargo & Company/mn | 17,177,276 | 453.69 |
| Creative Planning | 16,660,371 | 453.69 |
| Morgan Stanley | 11,304,278 | 453.69 |
| Jpmorgan Chase & Co | 9,156,397 | 453.69 |
| Pnc Financial Services Group, Inc. | 8,499,074 | 453.69 |
| Bank of New York Mellon Corp | 7,385,364 | 453.69 |
| LPL Financial LLC | 7,159,147 | 453.69 |
| Goldman Sachs Group Inc | 6,766,279 | 453.69 |
| Fmr Llc | 6,643,500 | 453.69 |
| Royal Bank Of Canada | 6,437,620 | 453.69 |
| CFS Investment Advisory Services, LLC | 6,286,782 | 0.00 |
| Truist Financial Corp | 6,046,211 | 379.15 |
| Rafferty Asset Management, LLC | 5,985,361 | 453.69 |
| Ameriprise Financial Inc | 5,630,372 | 453.45 |
| Us Bancorp \de\ | 5,586,026 | 453.70 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| BlackRock Inc. | 71,694,332 | 453.69 |
| Bank Of America Corp /de/ | 45,323,184 | 453.69 |
| Envestnet Asset Management Inc | 29,022,105 | 453.69 |
| Northwestern Mutual Wealth Management Co | 23,931,913 | 453.69 |
| Wells Fargo & Company/mn | 17,177,276 | 453.69 |
| Creative Planning | 16,660,371 | 453.69 |
| Morgan Stanley | 11,304,278 | 453.69 |
| Jpmorgan Chase & Co | 9,156,397 | 453.69 |
| Pnc Financial Services Group, Inc. | 8,499,074 | 453.69 |
| Bank of New York Mellon Corp | 7,385,364 | 453.69 |
| LPL Financial LLC | 7,159,147 | 453.69 |
| Goldman Sachs Group Inc | 6,766,279 | 453.69 |
| Fmr Llc | 6,643,500 | 453.69 |
| Royal Bank Of Canada | 6,437,620 | 453.69 |
| CFS Investment Advisory Services, LLC | 6,286,782 | 0.00 |
| Rafferty Asset Management, LLC | 5,985,361 | 453.69 |
| Truist Financial Corp | 5,916,773 | 453.69 |
| Sumitomo Life Insurance Co | 5,667,817 | 453.69 |
| Ameriprise Financial Inc | 5,630,372 | 453.45 |
| Us Bancorp \de\ | 5,586,026 | 453.70 |
| Name | Shares | PPS |
|---|---|---|
| Ally Invest Advisors Inc. | 422,185 | 453.69 |
| Cypress Financial Planning Llc | 55,241 | 379.16 |
| SMDFX - Smart Diversification Fund Class I | 32,800 | 414.88 |
| Forte Asset Management Llc | 15,718 | 379.18 |
| Sage Financial Group Inc | 10,490 | 379.12 |
| Oak Asset Management, LLC | 5,831 | 379.18 |
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 | 3,444 | 413.47 |
| TWBIX - Balanced Fund Investor Class | 3,231 | 413.49 |
| Heritage Financial Services, LLC | 2,463 | 378.81 |
| Coastline Trust Co | 1,999 | 379.19 |
| AAARX - Strategic Allocation: Aggressive Fund R Class | 1,794 | 413.60 |
| Engrave Wealth Partners LLC | 1,219 | 379.00 |
| Joule Financial, LLC | 1,140 | 378.95 |
| Two Roads Shared Trust - Regents Park Hedged Market Strategy ETF | 970 | 413.40 |
| Salvus Wealth Management, LLC | 908 | 378.85 |
| Epiq Partners, Llc | 859 | 379.51 |
| Bradley & Co. Private Wealth Management, LLC | 850 | 378.82 |
| Farmers & Merchants Trust Co of Chambersburg PA | 685 | |
| ETF Portfolio Partners, Inc. | 683 | 379.21 |
| TWSMX - Strategic Allocation: Moderate Fund Investor Class | 644 | 413.04 |
| Name | Shares | PPS |
|---|---|---|
| Bank Of America Corp /de/ | 45,323,184 | 453.69 |
| Ally Invest Advisors Inc. | 422,185 | 453.69 |
| NorthCoast Asset Management LLC | 373,220 | 431.31 |
| Arvest Bank Trust Division | 192,492 | 430.82 |
| SDAYX - Swan Defined Risk Growth Fund Class Y Shares | 182,000 | 430.82 |
| Crescent Capital Consulting, LLC | 140,585 | 476.99 |
| DeGreen Capital Management LLC | 138,389 | 430.82 |
| Hnp Capital Llc | 123,475 | 453.69 |
| Heritage Way Advisors, LLC | 117,250 | 476.99 |
| IPSAX - IPS Strategic Capital Absolute Return Fund Institutional Class Shares | 110,000 | 457.63 |
| Emery Howard Portfolio Management, Inc. | 108,112 | 476.99 |
| Freed Investment Group | 90,048 | 430.81 |
| Mkd Wealth Coaches, Llc | 88,752 | 476.99 |
| Pachira Investments Inc. | 83,953 | 453.69 |
| Carroll Financial Associates, Inc. | 73,869 | 479.39 |
| Country Club Trust Company, n.a. | 72,736 | 478.18 |
| PFDEX - RiskPro® PFG Equity 30+ Fund Class R | 68,728 | 460.99 |
| IFP Advisors, Inc | 68,044 | 476.93 |
| Mid Atlantic Financial Management Inc/adv | 66,043 | 430.83 |
| Managed Account Services Inc | 65,369 | 430.82 |
| Spotlight Asset Group, Inc. | 41,044 | 430.81 |
| Lantz Financial LLC | 40,850 | 476.99 |
| Sanctuary Wealth Management, L.L.C. | 39,381 | 453.70 |
| PFDBX - RiskPro® PFG Balanced 20-30 Fund Class R | 38,534 | 461.00 |
| Homrich & Berg | 36,406 | 430.81 |
| Cascadia Advisory Services, LLC | 31,646 | 430.83 |
| Fulcrum Capital LLC | 31,357 | 476.99 |
| CAMG Solamere Management, LLC | 28,158 | 430.75 |
| Covenant Multifamily Offices, LLC | 26,573 | 434.80 |
| Bbva Usa | 24,847 | 430.84 |
| Ocean Endowment Partners, LLC | 24,500 | 619.59 |
| Pacific Edge Advisors, LLC | 24,200 | 430.83 |
| First Midwest Bank Trust Division | 23,706 | 477.01 |
| Magnolia Wealth Management, LLC | 22,446 | 442.22 |
| Ameritas Investment Corp | 18,968 | 0.42 |
| Heritage Wealth Management, Llc | 17,839 | 430.85 |
| TTIFX - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares | 17,011 | 457.65 |
| Unified Trust Company, N.A. | 11,994 | 430.80 |
| FXSAX - PSI Strategic Growth Fund Class A Shares | 11,389 | 430.85 |
| Rinet Co LLC | 11,336 | 430.84 |
| Kdi Capital Partners Llc | 9,934 | 430.84 |
| DYHG - Direxion Dynamic Hedge ETF | 9,164 | 461.04 |
| Harbor Financial Services, Llc | 8,291 | 430.83 |
| TIQIX - Touchstone Global ESG Equity Fund Class Y | 8,029 | 430.81 |
| Alexandria Capital, LLC | 7,517 | 430.76 |
| Wall Capital Group, Inc. | 7,363 | 453.62 |
| Cedar Capital, Llc | 6,553 | 430.80 |
| Paladin Advisory Group, LLC | 6,273 | 454.81 |
| Berman Capital Advisors, LLC | 6,167 | 430.84 |
| CMH Wealth Management LLC | 5,980 | 453.68 |
| Farr Miller & Washington Llc/dc | 5,879 | 430.86 |
| Brouwer & Janachowski, LLC | 5,102 | 430.81 |
| PFDGX - RiskPro® PFG Global 30+ Fund Class R | 4,932 | 461.07 |
| Orser Capital Management, Llc | 4,457 | 453.67 |
| Relyea Zuckerberg Hanson LLC | 4,149 | 445.17 |
| Two Sigma Securities, Llc | 3,718 | 453.74 |
| Two Sigma Securities, Llc | 3,718 | 453.74 |
| Asset Dedication, LLC | 3,716 | 453.18 |
| Hatton Consulting, Inc. | 3,410 | 430.79 |
| Cabot-Wellington, LLC | 3,337 | 430.93 |
| Landsberg, Bennett, & Dubbaneh LLC | 3,277 | 436.07 |
| RVW Wealth, LLC | 3,141 | 453.68 |
| Reilly Financial Advisors, Llc | 3,085 | 477.15 |
| Trinity Financial Advisors LLC | 3,051 | 453.62 |
| Alpine Global Management, LLC | 2,986 | 430.68 |
| Three Peaks Capital Management, LLC | 2,473 | 430.65 |
| My Personal CFO, LLC | 2,441 | 453.50 |
| Qci Asset Management Inc/ny | 2,236 | 430.68 |
| Marshall Financial Group LLC | 1,963 | 453.90 |
| Mosaic Family Wealth, LLC | 1,940 | 476.80 |
| Tower Bridge Advisors | 1,713 | 453.59 |
| Old Dominion Capital Management Inc | 1,657 | 430.90 |
| GHSIX - Good Harbor Tactical Select Fund Class I Shares | 1,598 | 430.54 |
| MEMBERS Trust Co | 1,512 | 476.85 |
| Sonora Investment Management, LLC | 1,477 | 430.60 |
| Advisory Alpha, LLC | 1,352 | 454.14 |
| Green Harvest Asset Management LLC | 1,267 | 430.94 |
| Bell Rock Capital Llc | 1,230 | 439.84 |
| Hochman Cole Investment Advisors, Inc. | 1,164 | 430.41 |
| SevenBridge Financial Group, LLC | 1,020 | 453.92 |
| FATT - Fat Tail Risk ETF | 1,010 | 430.69 |
| A. D. Beadell Investment Counsel, Inc. | 1,000 | 453.00 |
| Cardan Capital Partners, LLC | 675 | 431.11 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 | 614 | 460.91 |
| Prentice Wealth Management LLC | 605 | 431.40 |
| Resource Consulting Group Inc | 557 | 454.22 |
| Granite Investment Advisors, LLC | 538 | 431.23 |
| Am Investment Strategies Llc | 525 | 453.33 |
| Cardinal Point Wealth Management Partners, LLC | 521 | 452.98 |
| Archford Capital Strategies, LLC | 493 | |
| First Fiduciary Investment Counsel, Inc. | 491 | 454.18 |
| C-J Advisory, Inc. | 487 | 429.16 |
| D.B. Root & Company, LLC | 485 | 453.61 |
| SignalPoint Asset Management, LLC | 481 | 453.22 |
| Simplicity Wealth,LLC | 474 | 453.59 |
| Falcon Wealth Planning | 472 | 476.69 |
| Lockerman Financial Group, Inc. | 460 | 454.35 |
| DT Investment Partners, LLC | 459 | 453.16 |
| WealthCare Investment Partners, LLC | 458 | 445.41 |
| Shufro Rose & Co Llc | 450 | 453.33 |
| Buttonwood Financial Advisors Inc. | 441 | 453.51 |
| Filbrandt Wealth Management, LLC | 380 | 431.58 |
| SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 | 160 | 462.50 |
| Herold Advisors, Inc. | 129 | 453689.92 |
| Tradewinds Capital Management, LLC | 86 | 453.49 |
| LS Investment Advisors, LLC | 80 | 450.00 |
| Maryland Capital Advisors Inc. | 75 | 453.33 |
| McCarthy Asset Management, Inc. | 53 | 452.83 |
| Financial Management Professionals, Inc. | 47 | 446.81 |
| Investmark Advisory Group LLC | 28 | 464.29 |
| Varma Mutual Pension Insurance Co | ||
| Beese Fulmer Investment Management, Inc. | ||
| Df Dent & Co Inc | ||
| Y-Intercept (Hong Kong) Ltd | ||
| Johnson Financial Group, LLC | ||
| Paradigm, Strategies in Wealth Management, LLC | ||
| Capital World Investors | ||
| Healthcare Of Ontario Pension Plan Trust Fund | ||
| Gyroscope Capital Management Group, Llc | ||
| Clear Harbor Asset Management, LLC | ||
| Tower Research Capital LLC (TRC) | ||
| FRG Family Wealth Advisors LLC | ||
| Beck Capital Management, Llc | ||
| Stelac Advisory Services LLC | ||
| Savior LLC | ||
| Viridian Ria, Llc | ||
| MUFG Bank, Ltd. | ||
| Central Bank Of Brazil | ||
| CRTBX - Conquer Risk Tactical Rotation Fund | ||
| Harvard Management Co Inc | ||
| ETFWX - North Square Tactical Defensive Fund Class I | ||
| Carderock Capital Management Inc | ||
| Marks Group Wealth Management, Inc | ||
| Inscription Capital, LLC | ||
| Federated Hermes, Inc. | ||
| Independent Investors Inc | ||
| L2 Asset Management, LLC | ||
| Vickerman Investment Advisors, Inc. | ||
| Perennial Advisors, LLC | ||
| Carleon Capital Partners LLC | ||
| Capital Bank & Trust Co | ||
| Aquire Wealth Advisors, LLC | ||
| Edge Wealth Management LLC | ||
| Westshore Wealth, LLC | ||
| Maven Securities LTD | ||
| Claybrook Capital, LLC | ||
| Eqis Capital Management, Inc. | ||
| Bluefin Capital Management, Llc | ||
| Clarus Wealth Advisors | ||
| Genesee Capital Advisors, LLC | ||
| ISAGX - Voya Strategic Allocation Growth Portfolio Class I | ||
| Journey Strategic Wealth Llc | ||
| IAM Advisory, LLC | ||
| Flow Traders U.s. Llc | ||
| Piershale Financial Group, Inc. | ||
| Elmwood Wealth Management, Inc. | ||
| First Capital Advisors Group, LLC. | ||
| Vontobel Holding Ltd. | ||
| BHF RG Capital Inc. | ||
| PFG Advisors | ||
| Twin Lakes Capital Management, LLC | ||
| Sumitomo Mitsui Financial Group, Inc. | ||
| KEMPER Corp | ||
| QCM Cayman, Ltd. | ||
| Marshall & Sullivan Inc /wa/ | ||
| IndexIQ Advisors LLC | ||
| BCS Wealth Management | ||
| Provida Pension Fund Administrator | ||
| Congress Asset Management Co /ma | ||
| Rice Partnership, LLC | ||
| Tobias Financial Advisors, Inc. | ||
| Running Point Capital Advisors, LLC | ||
| Security National Trust Co | ||
| Resolute Advisors LLC | ||
| IronBridge Private Wealth, LLC | ||
| D. E. Shaw & Co., Inc. | ||
| Sowell Financial Services LLC | ||
| Mystic Asset Management, Inc. | ||
| Huntington National Bank | ||
| Permanens Capital L.P. | ||
| Ubs Asset Management Americas Inc | ||
| blooom, inc. | ||
| AXS Investments LLC | ||
| Bingham Osborn & Scarborough Llc | ||
| Argent Capital Management Llc | ||
| Grantham, Mayo, Van Otterloo & Co. LLC | ||
| Parcion Private Wealth LLC | ||
| NinePointTwo Capital | ||
| Jacobson & Schmitt Advisors, Llc | ||
| Morton Brown Family Wealth, LLC | ||
| Henrickson Nauta Wealth Advisors, Inc. | ||
| VisionPoint Advisory Group, LLC | ||
| Oppenheimer Asset Management Inc. | ||
| Great Diamond Partners, LLC | ||
| Krs Capital Management, Llc | ||
| Two Sigma Investments, Lp | ||
| Shore Point Advisors, LLC | ||
| Optimum Investment Advisors | ||
| Opal Wealth Advisors, LLC | ||
| Phoenix Holdings Ltd. | ||
| Trillium Asset Management, Llc | ||
| Altshuler Shaham Ltd | ||
| D'Orazio & Associates, Inc. | ||
| Cibc World Markets Corp | ||
| Clear Street Markets Llc | ||
| Widmann Financial Services, Inc. | ||
| Thompson Davis & Co., Inc. | ||
| Phoenix Wealth Advisors | ||
| S.E.E.D. Planning Group LLC | ||
| Chilton Investment Co Llc | ||
| Greystone Financial Group, LLC | ||
| Northcape Wealth Management, Llc | ||
| Agf Investments Inc. | ||
| Wealthgate Family Office, LLC | ||
| Q3 Asset Management | ||
| University Of Texas/texas Am Investment Managment Co | ||
| SkyView Investment Advisors, LLC | ||
| ATACX - ATAC Rotation Fund Investor Class Shares | ||
| Barber Financial Group, Inc. | ||
| New Millennium Group LLC | ||
| Virtue Capital Management, LLC | ||
| Western Financial Corporation | ||
| King Luther Capital Management Corp | ||
| Amplius Wealth Advisors, LLC | ||
| ISAIX - Voya Strategic Allocation Conservative Portfolio Class I | ||
| Quantitative Advantage, LLC | ||
| Strong Tower Advisory Services | ||
| Reuter James Wealth Management, Llc | ||
| GraniteShares Advisors LLC | ||
| WestEnd Advisors, LLC | ||
| Cypress Point Wealth Management, LLC | ||
| Geode Capital Management, Llc | ||
| Vident Investment Advisory, LLC | ||
| Beck Bode, LLC | ||
| Stadion Money Management, LLC | ||
| RMR Wealth Builders | ||
| Masso Torrence Wealth Management Inc. | ||
| XR Securities LLC | ||
| Aull & Monroe Investment Management Corp | ||
| Advisor Resource Council | ||
| Angeles Investment Advisors, LLC | ||
| IMC-Chicago, LLC | ||
| Ellsworth Advisors, LLC | ||
| EPIQ Capital Group, LLC | ||
| Capital International Investors | ||
| Cable Hill Partners, LLC | ||
| Squarepoint Ops LLC | ||
| Fure Financial Corp | ||
| Investors Financial Group, LLC | ||
| IIMDX - Voya Strategic Allocation Moderate Portfolio Class I | ||
| Toroso Investments, LLC | ||
| Nvwm, Llc | ||
| CBIZ Investment Advisory Services, LLC | ||
| HAP Trading, LLC | ||
| Janney Montgomery Scott LLC | ||
| California Public Employees Retirement System | ||
| Ibex Wealth Advisors | ||
| StoneX Group Inc. | ||
| Sompo Japan Nipponkoa Asset Management Co.,ltd. | ||
| Ciovacco Capital Management LLC | ||
| Meridian Financial Partners LLC | ||
| Fullerton Fund Management Co Ltd | ||
| Trinity Legacy Partners, LLC | ||
| BancorpSouth Bank | ||
| Consolidated Planning Corp | ||
| Wedgewood Partners Inc | ||
| Man Group plc | ||
| Pioneer Trust Bank N A/or | ||
| Barnett & Company, Inc. | ||
| Rowland & Co Investment Counsel/adv | ||
| Camarda Financial Advisors, LLC | ||
| Addison Capital Co | ||
| Retirement Planning Co of New England, Inc. | ||
| Tudor Investment Corp Et Al | ||
| Balentine LLC | ||
| Tuttle Tactical Management LLC | ||
| America First Investment Advisors, LLC | ||
| TIAA Kaspick, LLC | ||
| Point72 Asset Management, L.P. | ||
| Fairview Capital Investment Management, Llc | ||
| CWM Advisors, LLC | ||
| AMP Capital Investors Ltd | ||
| Renaissance Technologies Llc | ||
| CRTOX - Conquer Risk Tactical Opportunities Fund | ||
| Hudson Bay Capital Management LP | ||
| Dock Street Asset Management Inc | ||
| FNY Investment Advisers, LLC | ||
| Gsa Capital Partners Llp | ||
| Walleye Trading LLC | ||
| Security National Bank Of So Dak | ||
| Cordant, Inc. | ||
| American International Group, Inc. | ||
| Voya Investment Management Llc | ||
| Walleye Trading LLC | ||
| Marco Investment Management Llc | ||
| American Planning Services, Inc. | ||
| Glovista Investments LLC | ||
| Walleye Trading LLC | ||
| Watchman Group, Inc. | ||
| TAP Consulting, LLC | ||
| KCEVX - Knights of Columbus Long/Short Equity Fund Investor Shares | ||
| Urban Wealth Management, LLC | ||
| Fifth Third Securities, Inc. | ||
| Hixon Zuercher, LLC | ||
| Valtinson Bruner Financial Planning LLC | ||
| Core Alternative Capital | ||
| Baker Boyer National Bank | ||
| Beacon Capital Management, Inc. |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Truist Financial Corp | 6,046,211 | 379.15 | 5,916,773 | 453.69 |
| SPXL - Direxion Daily S&P 500(R) Bull 3X Shares | 5,259,212 | 413.56 | 5,083,491 | 451.77 |
| First Command Advisory Services, Inc. | 5,196,230 | 379.40 | 3,849,309 | 453.79 |
| NextCapital Advisers, Inc. | 4,028,711 | 379.15 | 3,738,237 | 460.79 |
| Sumitomo Life Insurance Co | 2,833,909 | 379.15 | 5,667,817 | 453.69 |
| Wealth Enhancement Advisory Services, Llc | 2,791,174 | 390.64 | 2,619,523 | 458.73 |
| Commonwealth Equity Services, Llc | 1,941,108 | 379.15 | 1,783,272 | 453.69 |
| First Hawaiian Bank | 1,707,299 | 379.15 | 1,669,264 | 453.69 |
| AOA - iShares Core Aggressive Allocation ETF | 1,536,181 | 413.56 | 1,473,405 | 451.77 |
| AOR - iShares Core Growth Allocation ETF | 1,451,274 | 413.56 | 1,412,314 | 451.77 |
| Regions Financial Corp | 1,287,126 | 379.15 | 1,359,822 | 453.69 |
| MAI Capital Management | 1,036,750 | 379.15 | 975,715 | 453.69 |
| CHURCHILL MANAGEMENT Corp | 906,030 | 379.15 | 899,254 | 453.69 |
| Allspring Global Investments Holdings, LLC | 900,486 | 379.15 | 889,134 | 453.69 |
| AOM - iShares Core Moderate Allocation ETF | 835,588 | 413.56 | 828,329 | 451.77 |
| Cambridge Investment Research Advisors, Inc. | 828,251 | 379.15 | 787,355 | 453.69 |
| Sigma Investment Counselors Inc | 628,193 | 379.15 | 620,470 | 453.69 |
| Umb Bank N A/mo | 582,931 | 379.15 | 574,672 | 453.69 |
| Divergent Wealth Advisors, Llc | 530,333 | 379.15 | 412,765 | 453.69 |
| First Command Bank | 521,902 | 379.15 | 243,846 | 453.69 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Leith Wheeler Investment Counsel Ltd. | 819,671 | 488.12 | 817,485 | 453.69 |
| BMS Financial Advisors, LLC | 58,761 | 476.98 | 42,888 | 453.69 |
| Wealth Quarterback LLC | 41,244 | 453.69 | 99,407 | 0.14 |
| Gunma Bank,Ltd. | 11,000 | 379.18 | 0 | |
| Beacon Capital Management, LLC | 4,633 | 453.92 | 4,687 | 453.81 |
| Lion Street Advisors, LLC | 2,891 | 461.43 | 2,694 | 453.23 |
| Aaron Wealth Advisors LLC | 1,314 | 379.00 | 77,127 | 2.20 |
| Foster Victor Wealth Advisors, LLC | 1,206 | 385.57 | 0 | |
| Financial Sense Advisors, Inc. | 780 | 379.49 | 0 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|---|
| Walleye Trading LLC | 0 |
| Name | Previous Calls |
|---|---|
| CenterStar Asset Management, 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 | 328 | 6,601 | 6,273 | 5.23 |
| Name |
|---|
| OTTRX - Otter Creek Long/Short Opportunity Fund Institutional Class |
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|
| Name |
|---|
| Name | Shares | PPS |
|---|---|---|
| Cypress Financial Planning Llc | 55,241 | 379.16 |
| Forte Asset Management Llc | 15,718 | 379.18 |
| Sage Financial Group Inc | 10,490 | 379.12 |
| Coastline Trust Co | 1,999 | 379.19 |
| Bradley & Co. Private Wealth Management, LLC | 850 | 378.82 |
| Momentum Advisors, LLC | 610 | 378.69 |
| Founders Capital Management | 84 | 380.95 |
| Evolution Advisers, Inc. | 34 | 382.35 |
| Urban Wealth Management, LLC | 0 |
| Name | Shares | PPS |
|---|---|---|
| Hnp Capital Llc | 123,475 | 453.69 |
| SignalPoint Asset Management, LLC | 481 | 453.22 |
| Urban Wealth Management, LLC | ||
| Am Investment Strategies Llc | 525 | 453.33 |
| Magnolia Wealth Management, LLC | 22,446 | 442.22 |
| Tradewinds Capital Management, LLC | 86 | 453.49 |
| Lockerman Financial Group, Inc. | 460 | 454.35 |
| Maryland Capital Advisors Inc. | 75 | 453.33 |
| Sanctuary Wealth Management, L.L.C. | 39,381 | 453.70 |
| Trinity Financial Advisors LLC | 3,051 | 453.62 |
| DT Investment Partners, LLC | 459 | 453.16 |
| LS Investment Advisors, LLC | 80 | 450.00 |
| Marshall Financial Group LLC | 1,963 | 453.90 |
| D.B. Root & Company, LLC | 485 | 453.61 |
| Shufro Rose & Co Llc | 450 | 453.33 |
| Tower Bridge Advisors | 1,713 | 453.59 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Truist Financial Corp | 6,046,211 | 379.15 | 5,916,773 | 453.69 |
| First Command Advisory Services, Inc. | 5,196,230 | 379.40 | 3,849,309 | 453.79 |
| Sumitomo Life Insurance Co | 2,833,909 | 379.15 | 5,667,817 | 453.69 |
| First Hawaiian Bank | 1,707,299 | 379.15 | 1,669,264 | 453.69 |
| Regions Financial Corp | 1,287,126 | 379.15 | 1,359,822 | 453.69 |
| Allspring Global Investments Holdings, LLC | 900,486 | 379.15 | 889,134 | 453.69 |
| Umb Bank N A/mo | 582,931 | 379.15 | 574,672 | 453.69 |
| Divergent Wealth Advisors, Llc | 530,333 | 379.15 | 412,765 | 453.69 |
| First Command Bank | 521,902 | 379.15 | 243,846 | 453.69 |
| First Command Financial Services, Inc. | 521,902 | 379.15 | 243,846 | 453.69 |
| Charter Oak Capital Management, LLC | 496,949 | 379.15 | 449,876 | 476.99 |
| Taiyo Life Insurance Co | 474,975 | 379.15 | 474,975 | 453.69 |
| Planning Alternatives Ltd /adv | 425,856 | 379.15 | 418,302 | 453.69 |
| Swarthmore Group Inc | 373,601 | 379.15 | 193,972 | 453.69 |
| Brightworth | 372,617 | 379.15 | 348,126 | 453.69 |
| Coastal Capital Group, Inc. | 259,067 | 379.15 | 259,740 | 453.69 |
| Litman Gregory Asset Management LLC | 240,969 | 379.15 | 235,996 | 453.69 |
| Grimes & Company, Inc. | 237,378 | 379.15 | 281,958 | 453.69 |
| Spire Wealth Management | 221,369 | 379.15 | 307,726 | 454.58 |
| Geneos Wealth Management Inc. | 216,395 | 383.09 | 194,237 | 453.69 |
| Phillips Financial Management, Llc | 213,047 | 379.15 | 214,455 | 453.81 |
| Sandy Spring Bank | 212,327 | 379.15 | 210,150 | 453.69 |
| Stratos Wealth Partners, LTD. | 197,611 | 379.15 | 188,365 | 453.69 |
| Analyst IMS Investment Management Services Ltd. | 174,092 | 379.15 | 142,657 | 453.69 |
| BKD Wealth Advisors, LLC | 169,283 | 379.15 | 167,029 | 453.69 |
| Conning Inc. | 156,942 | 379.15 | 158,527 | 453.69 |
| Old National Bancorp /in/ | 155,803 | 379.15 | 131,524 | 453.69 |
| RTD Financial Advisors, Inc. | 154,257 | 379.15 | 161,621 | 453.69 |
| Summit Financial Strategies, Inc. | 149,029 | 379.15 | 149,452 | 453.69 |
| Round Table Services, LLC | 135,099 | 379.15 | 134,071 | 453.69 |
| Accredited Investors Inc. | 125,046 | 379.15 | 126,830 | 453.69 |
| Courier Capital Llc | 123,091 | 379.15 | 123,475 | 453.69 |
| Winthrop Advisory Group LLC | 120,285 | 379.15 | 119,515 | 453.69 |
| ESL Trust Services, LLC | 113,627 | 379.15 | 113,131 | 453.70 |
| Market Street Wealth Management Advisors Llc | 111,075 | 379.15 | 111,990 | 453.69 |
| Aspiriant, Llc | 103,918 | 379.15 | 103,768 | 453.63 |
| Bank Of Stockton | 98,215 | 379.15 | 90,077 | 453.69 |
| ONE Advisory Partners, LLC | 88,467 | 379.15 | 86,704 | 453.69 |
| Ironwood Wealth Management, LLC. | 88,092 | 379.15 | 82,866 | 453.68 |
| Charles Schwab Trust Co | 82,190 | 379.15 | 90,233 | 453.69 |
| Sequoia Financial Advisors, LLC | 80,060 | 379.22 | 92,284 | 453.69 |
| Signature Securities Group Corporation | 79,585 | 379.14 | 85,493 | 453.69 |
| Louisiana State Employees Retirement System | 77,200 | 394.33 | 55,600 | 446.56 |
| Briggs Advisory Group, Inc. | 75,802 | 379.15 | 82,467 | 453.68 |
| Crescent Grove Advisors, LLC | 75,635 | 379.15 | 74,802 | 453.69 |
| Bristlecone Advisors, LLC | 73,861 | 379.16 | 72,853 | 453.69 |
| Stratos Wealth Advisors, LLC | 72,971 | 379.15 | 61,722 | 453.70 |
| Trilogy Capital Inc. | 68,843 | 379.15 | 33,464 | 453.68 |
| Tnf Llc | 66,870 | 397.25 | 60,460 | 427.79 |
| Cornerstone Wealth Group, LLC | 66,571 | 379.16 | 79,787 | 453.68 |
| Wedbush Securities Inc | 62,207 | 379.15 | 56,593 | 453.70 |
| Beacon Investment Advisory Services, Inc. | 62,079 | 379.15 | 62,783 | 453.69 |
| Secure Asset Management, LLC | 59,130 | 379.15 | 53,961 | 453.68 |
| Intelligence Driven Advisers, LLC | 52,338 | 385.28 | 60,825 | 450.70 |
| Foster Group, Inc. | 51,219 | 379.16 | 49,608 | 453.70 |
| Middleton & Co Inc/ma | 50,422 | 379.16 | 49,881 | 453.70 |
| Savant Capital, LLC | 49,734 | 379.16 | 37,042 | 453.67 |
| Capital Planning LLC | 48,952 | 379.15 | 48,060 | 453.68 |
| Trevian Wealth Management LLC | 47,962 | 379.15 | 54,692 | 453.69 |
| Prosperity Consulting Group, LLC | 43,566 | 379.15 | 42,955 | 453.68 |
| Silverhawk Asset Management, Llc | 41,699 | 379.15 | 41,278 | 453.68 |
| Smith Anglin Financial, LLC | 40,265 | 379.14 | 72,227 | 453.69 |
| Next Capital Management LLC | 40,043 | 379.14 | 36,073 | 453.69 |
| Moller Financial Services | 38,009 | 379.15 | 37,474 | 453.70 |
| Morris Financial Concepts, Inc. | 37,644 | 379.16 | 34,904 | 453.67 |
| Richwood Investment Advisors, LLC | 36,698 | 379.15 | 34,473 | 453.69 |
| Regal Wealth Group, Inc. | 35,667 | 379.15 | 32,932 | 441.73 |
| Onyx Bridge Wealth Group LLC | 33,453 | 397.24 | 62,016 | 419.15 |
| Element Wealth, LLC | 29,262 | 379.16 | 29,527 | 453.69 |
| Ironwood Wealth Management, Inc. | 29,198 | 390.68 | 28,850 | 453.69 |
| BTC Capital Management, Inc. | 29,155 | 379.18 | 10,835 | 453.71 |
| Delta Investment Management, LLC | 28,171 | 379.15 | 85,653 | 453.69 |
| Southern Capital Advisors, Llc | 27,913 | 379.14 | 27,290 | 453.68 |
| Lutz Financial Services LLC | 27,684 | 379.17 | 28,241 | 453.67 |
| Highview Capital Management LLC/DE/ | 27,402 | 379.13 | 27,192 | 453.70 |
| Capital Insight Partners, Llc | 27,259 | 379.14 | 26,385 | 453.70 |
| Parisi Gray Wealth Management | 26,407 | 379.14 | 26,478 | 453.70 |
| Cooper/haims Advisors, Llc | 26,376 | 379.13 | 26,708 | 453.68 |
| First Personal Financial Services | 25,590 | 379.13 | 28,369 | 453.70 |
| Madison Wealth Partners, Inc | 24,043 | 379.15 | 22,752 | 453.72 |
| Canal Capital Management, LLC | 22,703 | 379.16 | 22,634 | 453.70 |
| KCS Wealth Advisory | 22,569 | 379.15 | 22,781 | 453.71 |
| CRA Financial Services, LLC | 20,192 | 379.16 | 19,051 | 453.68 |
| Orion Capital Management LLC | 19,951 | 379.13 | 15,436 | 453.68 |
| Defined Wealth Management, Llc | 18,884 | 379.16 | 23,168 | 453.69 |
| Shulman DeMeo Asset Management LLC | 18,373 | 379.14 | 18,311 | 453.72 |
| Hengehold Capital Management Llc | 18,216 | 379.17 | 14,411 | 453.68 |
| Nadler Financial Group, Inc. | 17,872 | 379.14 | 16,350 | 453.70 |
| Advisory Resource Group | 17,382 | 379.13 | 17,423 | 453.65 |
| Roger Wittlin Investment Advisory, LLC | 17,379 | 379.14 | 17,350 | 453.66 |
| Wooster Corthell Wealth Management, Inc. | 16,706 | 379.15 | 16,974 | 453.69 |
| Chicago Capital, LLC | 15,990 | 379.17 | 15,761 | 453.71 |
| Patton Fund Management, Inc. | 15,921 | 379.12 | 2,029 | 453.92 |
| Moneda S.A. Administradora General de Fondos | 15,356 | 379.14 | 10,992 | 453.69 |
| NatWest Group plc | 13,991 | 379.17 | 13,991 | 453.72 |
| Meritage Portfolio Management | 13,710 | 379.14 | 11,989 | 453.67 |
| C2C Wealth Management, LLC | 13,649 | 394.31 | 13,648 | 448.27 |
| Private Ocean, LLC | 13,313 | 379.10 | 12,299 | 453.70 |
| Annapolis Financial Services, LLC | 13,238 | 379.14 | 13,605 | 453.73 |
| Bank Julius Baer & Co. Ltd, Zurich | 13,154 | 379.12 | 69,979 | 453.69 |
| JNBA Financial Advisors | 11,661 | 379.13 | 11,839 | 453.67 |
| Geneva Partners, LLC | 11,171 | 379.20 | 11,888 | 453.73 |
| Campion Asset Management LLC | 11,104 | 379.14 | 8,954 | 453.65 |
| Brand Asset Management Group, Inc. | 10,937 | 379.17 | 11,773 | 453.67 |
| Peterson Wealth Advisors, LLC | 10,563 | 379.15 | 10,574 | 453.66 |
| Capital Investment Advisory Services, LLC | 10,268 | 379.14 | 10,052 | 453.74 |
| Guyasuta Investment Advisors Inc | 10,079 | 379.20 | 10,099 | 453.71 |
| Endurance Wealth Management, Inc. | 10,064 | 379.17 | 9,711 | 453.71 |
| Measured Wealth Private Client Group, LLC | 9,950 | 379.20 | 12,598 | 453.64 |
| Welch & Forbes Llc | 9,487 | 379.15 | 9,652 | 453.79 |
| Cadence Bank Na | 9,337 | 379.24 | 7,113 | 453.68 |
| Astoria Strategic Wealth, Inc. | 9,202 | 379.16 | 11,243 | 453.70 |
| Congress Park Capital LLC | 9,175 | 379.18 | 6,565 | 453.62 |
| Green Square Capital Advisors Llc | 9,112 | 379.17 | 7,427 | 453.62 |
| Cornell Pochily Investment Advisors, Inc. | 8,854 | 379.15 | 9,162 | 453.72 |
| Beacon Financial Advisory LLC | 8,788 | 379.15 | 8,999 | 453.72 |
| Welch Group, LLC | 8,674 | 379.18 | 7,563 | 453.66 |
| Access Financial Services, Inc. | 8,415 | 379.20 | 8,415 | 453.71 |
| SNS Financial Group, LLC | 8,221 | 379.15 | 8,072 | 453.67 |
| Trust Co Of Vermont | 8,210 | 379.05 | 7,765 | 453.70 |
| Franklin, Parlapiano, Turner & Welch, LLC | 7,885 | 379.20 | 8,008 | 453.67 |
| Peterson Financial Group, Inc. | 7,843 | 379.19 | 6,345 | 453.74 |
| Canvas Wealth Advisors, LLC | 7,682 | 379.07 | 7,175 | 418.12 |
| Woodley Farra Manion Portfolio Management Inc | 7,671 | 379.22 | 7,763 | 453.69 |
| Weaver Consulting Group | 7,614 | 379.17 | 7,622 | 453.69 |
| Stegner Investment Associates Inc. | 7,607 | 379.12 | 3,645 | 453.77 |
| Galvin, Gaustad & Stein, LLC | 7,376 | 379.20 | 7,509 | 453.72 |
| JTC Employer Solutions Trusteee Ltd | 7,211 | 379.42 | 7,211 | 453.47 |
| Atlantic Union Bankshares Corp | 7,192 | 379.17 | 7,217 | 453.65 |
| Rede Wealth, LLC | 7,121 | 379.16 | 7,243 | 453.68 |
| Mattern Wealth Management LLC | 7,014 | 379.10 | 7,137 | 453.69 |
| Autus Asset Management, LLC | 6,975 | 379.21 | 6,853 | 453.82 |
| Arcadia Investment Management Corp/mi | 6,833 | 379.19 | 6,850 | 453.72 |
| SOL Capital Management CO | 6,697 | 379.12 | 6,392 | 453.69 |
| Investors Research Corp | 6,672 | 379.20 | 6,672 | 453.69 |
| Clearwater Capital Advisors, LLC | 6,502 | 379.11 | 4,605 | 453.64 |
| Crown Wealth Group, LLC | 6,407 | 379.12 | 6,177 | 453.62 |
| Hartford Investment Management Co | 6,389 | 379.09 | 5,515 | 453.67 |
| Successful Portfolios LLC | 6,305 | 379.22 | 6,238 | 453.67 |
| Gemmer Asset Management LLC | 6,063 | 379.19 | 5,249 | 453.61 |
| Liberty Capital Management, Inc. | 6,011 | 379.14 | 6,011 | 453.67 |
| Alpha Cubed Investments, LLC | 5,985 | 379.11 | 5,602 | 453.77 |
| Ackerman Capital Advisors, LLC | 5,960 | 379.19 | 5,960 | 453.69 |
| Hohimer Wealth Management, Llc | 5,959 | 379.26 | 4,632 | 453.58 |
| Mcdonald Partners Llc | 5,784 | 379.15 | 5,691 | 453.70 |
| Darrow Company, Inc. | 5,758 | 379.12 | 4,570 | 453.61 |
| Catalyst Private Wealth, Llc | 5,483 | 379.17 | 13,163 | 453.70 |
| Hemington Wealth Management | 5,165 | 379.09 | 5,213 | 453.67 |
| Segment Wealth Management, LLC | 5,101 | 379.14 | 5,098 | 453.71 |
| Harbour Capital Advisors, LLC | 5,082 | 379.18 | 4,737 | 453.66 |
| Central Bank & Trust Co | 4,852 | 379.23 | 4,922 | 453.68 |
| Donald L. Hagan, LLC | 4,244 | 379.12 | 5,302 | 453.79 |
| PBMares Wealth Management LLC | 4,233 | 379.16 | 3,921 | 453.71 |
| Lincoln Capital LLC | 4,143 | 379.19 | 4,048 | 453.80 |
| Tufton Capital Management | 4,076 | 379.05 | 4,001 | 453.64 |
| Macroview Investment Management Llc | 3,939 | 379.03 | 4,160 | 453.61 |
| Washington Trust Advisors, Inc. | 3,874 | 379.19 | 4,091 | 453.68 |
| Mcrae Capital Management Inc | 3,832 | 379.18 | 3,832 | 453.81 |
| Institute for Wealth Management, LLC. | 3,829 | 379.21 | 3,829 | 453.64 |
| Altium Wealth Management LLC | 3,782 | 379.16 | 3,394 | 453.74 |
| Pacifica Partners Inc. | 3,734 | 388.86 | 3,736 | 439.24 |
| Ballast Advisors Llc | 3,722 | 379.10 | 3,722 | 453.79 |
| Security National Bank | 3,696 | 379.06 | 3,135 | 453.59 |
| Round Rock Advisors, LLC | 3,688 | 379.07 | 4,175 | 453.65 |
| Fort Pitt Capital Group, Llc | 3,575 | 379.30 | 3,819 | 453.78 |
| Patton Albertson Miller Group, Llc | 3,531 | 379.21 | 6,294 | 453.77 |
| Brandywine Oak Private Wealth Llc | 3,478 | 378.95 | 3,471 | 453.47 |
| Signature Wealth Management Partners, LLC | 3,449 | 378.95 | 3,398 | 453.80 |
| Trust Co Of Virginia /va | 3,401 | 379.01 | 3,427 | 453.75 |
| GSB Wealth Management, LLC | 3,368 | 379.16 | 3,238 | 453.68 |
| Legacy Advisors, LLC | 3,248 | 379.00 | 3,248 | 453.82 |
| KG&L Capital Management,LLC | 3,153 | 379.32 | 3,161 | 453.65 |
| HBC Financial Services, PLLC | 3,126 | 390679.78 | 3,157 | 417889.77 |
| WASHINGTON TRUST Co | 3,042 | 379.36 | 3,042 | 453.65 |
| LeJeune Puetz Investment Counsel LLC | 2,970 | 379.12 | 2,970 | 453.54 |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,920 | 379.11 | 2,913 | 453.83 |
| Ervin Investment Management, LLC | 2,794 | 382.25 | 2,789 | 460.74 |
| Cortland Associates Inc/mo | 2,759 | 379.12 | 3,124 | 453.59 |
| Atwater Malick LLC | 2,738 | 379.11 | 2,727 | 453.61 |
| Jmac Enterprises Llc | 2,653 | 379.19 | 2,651 | 453.79 |
| Excalibur Management Corp | 2,641 | 379.02 | 2,670 | 453.56 |
| Boston Trust Walden Corp | 2,631 | 379.32 | 2,631 | 453.82 |
| Everett Harris & Co /ca/ | 2,630 | 379.09 | 2,630 | 453.61 |
| Blodgett Wealth Advisors, Llc | 2,609 | 379.07 | 2,559 | 453.69 |
| Boyd Watterson Asset Management Llc/oh | 2,525 | 379.01 | 2,184 | 453.75 |
| Arlington Partners LLC | 2,510 | 379.28 | 2,613 | 453.50 |
| Benchmark Financial Wealth Advisors, LLC | 2,417 | 378.98 | 2,095 | 453.94 |
| Hunter Perkins Capital Management, LLC | 2,404 | 378.95 | 2,500 | 453.60 |
| Lincoln Capital Corp | 2,336 | 379.28 | 2,348 | 453.58 |
| Lake Hills Wealth Management, LLC | 2,329 | 379.13 | 36,102 | 453.69 |
| Saxon Interests, Inc. | 2,313 | 379.16 | 2,313 | 453.52 |
| F/M Investments LLC | 2,309 | 430.06 | 2,498 | 453690.15 |
| Schrum Private Wealth Management LLC | 2,297 | 379.19 | 2,620 | 437.40 |
| Security Financial Services, INC. | 2,215 | 379.23 | 2,038 | 453.88 |
| F&V Capital Management, LLC | 1,989 | 379.08 | 1,989 | 453.49 |
| HighTower Trust Services, LTA | 1,936 | 111.05 | 8,652 | 453.65 |
| First Bank & Trust | 1,838 | 379.22 | 1,838 | 453.75 |
| Teamwork Financial Advisors, LLC | 1,788 | 379.19 | 2,105 | 453.68 |
| Aurora Private Wealth, Inc. | 1,704 | 379.11 | 1,714 | 453.91 |
| Paragon Advisors, LLC | 1,703 | 379.33 | 1,860 | 453.76 |
| Financial Futures Ltd Liability Co. | 1,680 | 379.17 | 1,840 | 453.80 |
| CWA Asset Management Group, LLC | 1,674 | 379.33 | 2,621 | 453.64 |
| BCK Partners, Inc. | 1,665 | 378.98 | 1,665 | 453.45 |
| Means Investment Co., Inc. | 1,632 | 379.29 | 1,584 | 453.91 |
| Monte Financial Group, LLC | 1,609 | 379.12 | 1,613 | 453.81 |
| Life Planning Partners, Inc | 1,602 | 377.65 | 1,602 | 452.56 |
| LVW Advisors, LLC | 1,591 | 379.01 | 23,336 | 453.68 |
| Dixon Hubard Feinour & Brown Inc/va | 1,452 | 379.48 | 1,707 | 453.43 |
| White Lighthouse Investment Management Inc. | 1,422 | 379.04 | 1,539 | 453.54 |
| Waterfront Wealth Inc. | 1,318 | 379.36 | 1,447 | 449.90 |
| McElhenny Sheffield Capital Management, LLC | 1,294 | 379.44 | 1,294 | 453.63 |
| Culbertson A N & Co Inc | 1,285 | 378.99 | 1,285 | 452.92 |
| Legacy Wealth Management, Inc | 1,275 | 378.82 | 1,493 | 453.45 |
| Violich Capital Management, Inc. | 1,252 | 379.39 | 1,752 | 453.77 |
| BlackDiamond Wealth Management Inc. | 1,182 | 396.79 | 1,211 | 453.34 |
| WoodTrust Financial Corp | 1,175 | 379.57 | 1,175 | 453.62 |
| Oak Harbor Wealth Partners, Llc | 1,141 | 379.49 | 1,141 | 453.99 |
| Mountain Pacific Investment Advisers Inc/id | 1,135 | 378.85 | 1,135 | 453.74 |
| Spinnaker Trust | 1,127 | 378.88 | 1,127 | 453.42 |
| Bnc Wealth Management, Llc | 1,114 | 378.82 | 1,114 | 453.32 |
| Lakeview Capital Partners, LLC | 1,085 | 378.80 | 1,376 | 453.49 |
| Howard Capital Management Group, LLC | 1,071 | 379.08 | 1,086 | 453.96 |
| Pathway Financial Advisors LLC | 1,050 | 379.05 | 1,050 | 453.33 |
| FirstPurpose Wealth LLC | 1,043 | 378.72 | 650 | 453.85 |
| O'Brien Wealth Partners LLC | 1,033 | 379.48 | 1,128 | 399.82 |
| Eastern Bank | 1,000 | 379.00 | 1,000 | 454.00 |
| Townsend Asset Management Corp /nc/ /adv | 973 | 379.24 | 1,174 | 454.00 |
| Hollencrest Capital Management | 934 | 379.01 | 3,076 | 453.84 |
| Wealthfront Advisers Llc | 900 | 378.89 | 1,017 | 453.29 |
| Howland Capital Management Llc | 885 | 379.66 | 740 | 454.05 |
| Alpha Omega Wealth Management LLC | 870 | 379.31 | 1,840 | 453.80 |
| Neumann Capital Management, LLC | 815 | 379.14 | 815 | 453.99 |
| Lee Danner & Bass Inc | 783 | 379.31 | 972 | 453.70 |
| Hc Financial Advisors Inc | 748 | 379.68 | 104 | 451.92 |
| Byrne Asset Management LLC | 741 | 379.22 | 1,000 | 454.00 |
| Terra Nova Asset Management LLC | 726 | 378.79 | 724 | 453.04 |
| TruWealth Advisors, LLC | 724 | 378.45 | 579 | 454.23 |
| Thompson Siegel & Walmsley Llc | 721 | 378.64 | 721 | 453.54 |
| Willner & Heller, Llc | 715 | 379.02 | 655 | 476.34 |
| Atwood & Palmer Inc | 715 | 379.02 | 715 | 453.15 |
| Argus Investors' Counsel, Inc. | 689 | 378.81 | 690 | 453.62 |
| Corundum Group, Inc. | 646 | 379.26 | 646 | 453.56 |
| First National Bank Sioux Falls | 643 | 379.47 | 620 | 453.23 |
| Bowling Portfolio Management LLC | 629 | 378.38 | 629 | 453.10 |
| Bogart Wealth, LLC | 624 | 378.21 | 637 | 453.69 |
| TFG Advisers LLC | 604 | 379.14 | 617 | 453.81 |
| Ml & R Wealth Management Llc | 588 | 379.25 | 993 | 454.18 |
| Grant/GrossMendelsohn, LLC | 554 | 382.67 | 620 | 446.77 |
| Ziegler Capital Management, LLC | 546 | 379.12 | 528 | 454.55 |
| Vaughan Nelson Investment Management, L.p. | 505 | 378.22 | 505 | 453.47 |
| Capital Investment Counsel, Inc | 452 | 378.32 | 267 | 453.18 |
| Financial Connections Group, Inc. | 331 | 377.64 | 331 | 453.17 |
| Canton Hathaway, LLC | 327 | 379.20 | 327 | 452.60 |
| Costello Asset Management, INC | 250 | 380.00 | 265 | 452.83 |
| Proffitt & Goodson Inc | 178 | 376.40 | 178 | 455.06 |
| Hartford Financial Management Inc. | 107 | 383.18 | 107 | 457.94 |
| Hexagon Capital Partners LLC | 107 | 383.18 | 107 | 457.94 |
| American Research & Management Co. | 97 | 381.44 | 97 | 453.61 |
| Steward Financial Group LLC | 69 | 376.81 | 47 | 446.81 |
| Toth Financial Advisory Corp | 28 | 392.86 | 81 | 456.79 |
| Arrow Financial Corp | 25 | 360.00 | 1,075 | 453.95 |
| PrairieView Partners, LLC | 15 | 400.00 | 15 | 466.67 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Gunma Bank,Ltd. | 11,000 | 379.18 | 0 | |
| Aaron Wealth Advisors LLC | 1,314 | 379.00 | 77,127 | 2.20 |
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