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	1,437	NaN	0.00	74.78
Previous Quarter	1,481	NaN	0.00	76.10

Institutional Ownership Counts

The table below is summary data with links to individual listing tables below to indicate if new institutes bought in, sold out, averaged down, averaged up etc. This is a critical piece of data to analyze what the money flow is in quarter and past week.

Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Current Quarter	11	231	302	7	103	131
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	4	21	156	5	50	66
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	3,306,705	0.00	0.00	0	0.00	0.00
Previous Quarter	3,306,705	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	50,148,262	76.38
Morgan Stanley	29,024,981	76.38
Envestnet Asset Management Inc	19,400,196	76.38
Bank Of America Corp /de/	16,615,110	76.38
Wells Fargo & Company/mn	15,751,600	76.38
Jones Financial Companies Lllp	12,467,731	76.26
Ameriprise Financial Inc	9,020,166	76.69
Manufacturers Life Insurance Company, The	8,833,070	77.57
UBS Group AG	8,779,925	76.38
Advisor Group Holdings, Inc.	6,970,662	82.35
Goldman Sachs Group Inc	6,729,280	76.38
Stifel Financial Corp	6,037,562	76.38
LPL Financial LLC	5,643,399	76.38
M&t Bank Corp	5,549,413	76.38
Pnc Financial Services Group, Inc.	4,875,915	76.38
Mariner, LLC	3,932,144	76.38
BlackRock Inc.	3,306,705	76.38
First Republic Investment Management, Inc.	3,257,319	76.38
Clark Capital Management Group, Inc.	2,981,916	76.38
Regions Financial Corp	2,935,195	76.38

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	50,148,262	76.38
Morgan Stanley	29,024,981	76.38
Envestnet Asset Management Inc	19,400,196	76.38
Bank Of America Corp /de/	16,615,110	76.38
Wells Fargo & Company/mn	15,751,600	76.38
Jones Financial Companies Lllp	12,467,731	76.26
Ameriprise Financial Inc	9,020,166	76.69
Manufacturers Life Insurance Company, The	8,833,070	77.57
UBS Group AG	8,779,925	76.38
Advisor Group Holdings, Inc.	6,970,662	82.35
Goldman Sachs Group Inc	6,729,280	76.38
Stifel Financial Corp	6,037,562	76.38
LPL Financial LLC	5,643,399	76.38
M&t Bank Corp	5,549,413	76.38
Pnc Financial Services Group, Inc.	4,875,915	76.38
Mariner, LLC	3,932,144	76.38
BlackRock Inc.	3,306,705	76.38
First Republic Investment Management, Inc.	3,257,319	76.38
Clark Capital Management Group, Inc.	2,981,916	76.38
Regions Financial Corp	2,935,195	76.38

Recent Quarter Analysis

Recent Quarter 11 New Institutes added position

Name	Shares	PPS
Retirement Planning Group	50,950	60.35
GoalVest Advisory LLC	50,752	61.67
Berkshire Money Management, Inc.	43,737	60.36
Adviser Investments LLC	11,858	60.38
Cfm Wealth Partners Llc	9,069	60.32
Oak Asset Management, LLC	8,740	60.30
Heritage Financial Services, LLC	8,622	60.31
FSC Wealth Advisors, LLC	1,226	60.36
Founders Capital Management	1,139	60.58
Field & Main Bank	128	62.50
Urban Wealth Management, LLC	0

Recent Quarter 231 Institutes closed out their positions

Name	Shares	PPS
Homrich & Berg	2,590,009	73.91
Hnp Capital Llc	1,069,114	76.38
Arvest Bank Trust Division	932,920	73.91
IFP Advisors, Inc	454,253	83.75
Ameritas Investment Corp	215,578	0.07
Crescent Capital Consulting, LLC	180,613	83.67
Cetera Advisor Networks LLC	172,752	76.38
PFDEX - RiskPro® PFG Equity 30+ Fund Class R	150,057	80.64
PFDBX - RiskPro® PFG Balanced 20-30 Fund Class R	135,447	80.64
Johanson Financial Advisors, Inc.	126,289	83.67
Polaris Wealth Advisory Group, LLC	122,265	75.20
Security National Trust Co	114,404	72.72
Farr Miller & Washington Llc/dc	104,792	73.91
EWG Elevate Inc.	89,303	76.38
Centennial Wealth Advisory LLC	73,823	76.39
First Midwest Bank Trust Division	67,301	83.67
Covenant Multifamily Offices, LLC	55,187	74.11
Carroll Financial Associates, Inc.	51,210	84.81
Mid Atlantic Financial Management Inc/adv	37,277	73.91
Resource Consulting Group Inc	25,182	76.36
Spotlight Asset Group, Inc.	21,239	73.92
Harborview Advisors, LLC	20,891	73.91
Berman Capital Advisors, LLC	19,365	73.90
PFDGX - RiskPro® PFG Global 30+ Fund Class R	15,721	80.66
Phillips Financial Management, Llc	14,424	76.40
NorthCoast Asset Management LLC	13,344	73.89
Harbor Financial Services, Llc	10,106	73.92
Cornerstone Wealth Group, LLC	7,274	76.44
Icon Wealth Partners, LLC	6,508	76.37
ARS Investment Partners, LLC	6,096	76.44
Asset Dedication, LLC	5,188	76.52
Country Club Trust Company, n.a.	4,848	84.16
Lion Street Advisors, LLC	4,484	76.27
Alexandria Capital, LLC	4,466	73.89
Filbrandt Wealth Management, LLC	4,104	73.83
CAMG Solamere Management, LLC	3,820	73.82
Cubic Asset Management, LLC	3,700	121.89
Kaizen Financial Strategies	3,633	76.25
Pinnacle Private Wealth, LLC	3,608	76.50
Derbend Asset Management	3,600	83.61
Retireful, LLC	3,469	67.45
First American Trust, Fsb	3,360	76.49
Cooper Financial Group	3,344	76.26
Harbor Group, Inc.	3,274	76.36
Stone House Investment Management, LLC	3,226	76.26
Qci Asset Management Inc/ny	3,200	74.06
McAdam, LLC	3,193	76.42
Gofen & Glossberg Llc /il/	3,154	76.41
Good Life Advisors, LLC	3,108	76.25
M. Kraus & Co	3,100	76.45
Howard Financial Services, Ltd.	3,100	76.45
Lockerman Financial Group, Inc.	2,998	76.38
Rockland Trust Co	2,989	76.28
Newport Wealth Strategies, Inc.	2,988	73.96
Bridge Advisory, LLC	2,981	76.48
Twelve Points Wealth Management LLC	2,808	76.21
Fort Pitt Capital Group, Llc	2,785	76.48
Wealth Advisors of Tampa Bay, LLC	2,762	76.03
Fulcrum Equity Management	2,751	76.34
Legacy Private Trust Co.	2,748	76.42
Green Harvest Asset Management LLC	2,743	74.01
McAlister, Sweet & Associates, Inc.	2,738	76.33
Gillespie Robinson & Grimm Inc	2,695	76.44
SevenBridge Financial Group, LLC	2,672	83.83
Genesee Capital Advisors, LLC	2,668	76.46
Sonora Investment Management, LLC	2,664	73.95
Delta Investment Management, LLC	2,636	76.25
Bft Financial Group, Llc	2,623	76.25
Orgel Wealth Management, LLC	2,612	76.57
Wedmont Private Capital	2,599	77.72
Enterprise Trust & Investment Co	300	76.67
First Financial Corp /in/	200	75.00
Herold Advisors, Inc.	200	76380.00
Heritage Wealth Management, Llc	48	83.33
Orion Capital Management LLC	24	83.33
Guardian Wealth Advisors, Llc / Nc
Healthcare Of Ontario Pension Plan Trust Fund
NEIRG Wealth Management, LLC
Advisor Resource Council
Frontier Asset Management, LLC
Arete Wealth Advisors, LLC
Fisher Asset Management, LLC
Firethorn Wealth Partners, Llc
Hardy Reed LLC
Kerntke Otto McGlone Wealth Management Group
Summit Financial Wealth Advisors, LLC
Schrum Private Wealth Management LLC
Allegheny Financial Group LTD
Vectors Research Management, LLC
Camarda Financial Advisors, LLC
1st Source Bank
Mogy Joel R Investment Counsel Inc
Hedeker Wealth, LLC
Renaissance Technologies Llc
Davidson Trust Co
Vision Capital Management, Inc.
Telemus Capital, Llc
IFG Advisors, LLC
Chilton Investment Co Llc
Journey Strategic Wealth Llc
True Link Financial Advisors, LLC
Better Money Decisions, LLC
Foster Victor Wealth Advisors, LLC
Viridian Ria, Llc
Planned Solutions, Inc.
Kowal Investment Group, LLC
Ausdal Financial Partners, Inc.
Karp Capital Management Corp
Granger Management LLC
Peterson Wealth Services
Bragg Financial Advisors, Inc
Ascension Capital Advisors, Inc.
Firestone Capital Management
Ford Financial Group, LLC
Paragon Capital Management Ltd
Farmers & Merchants Trust Co of Long Beach
Brinker Capital Investments, LLC
Johnson Midwest Financial, LLC
Next Level Private LLC
Thrive Capital Management, LLC
University Of Texas/texas Am Investment Managment Co
HBW Advisory Services LLC
Old Mission Capital Llc
Brown Miller Wealth Management, LLC
Thoroughbred Financial Services, Llc
Webster Bank, N. A.
Managed Account Services Inc
Aptus Capital Advisors, LLC
Thrive Wealth Management, LLC
Sand Hill Global Advisors, LLC
Jaffetilchin Investment Partners, LLC
Financial Council Asset Management Inc
Masso Torrence Wealth Management Inc.
WESPAC Advisors, LLC
MKP Capital Management, L.L.C.
CHURCHILL MANAGEMENT Corp
Foundations Investment Advisors, LLC
Dorsey Wright & Associates
Redhawk Wealth Advisors, Inc.
Cottonwood Capital Advisors, Llc
Sowell Financial Services LLC
Harvest Investment Services, LLC
Hrt Financial Lp
TFAZX - TFA Tactical Income Fund Class I
Diversified, LLC
Tempus Wealth Planning, LLC
Taylor, Cottrill, Erickson & Associates, Inc.
RPG Investment Advisory, LLC
Perennial Advisors, LLC
Cypress Point Wealth Management, LLC
Hsbc Holdings Plc
Claudia M.p. Batlle, Crp (r) Llc
Arlington Partners LLC
Godsey & Gibb Associates
Intellectus Partners, LLC
Savior LLC
Columbus Macro, LLC
Riverpoint Wealth Management Holdings, LLC
Capital City Trust Co/fl
CX Institutional
HighMark Wealth Management LLC
Clifford Swan Investment Counsel Llc
Toroso Investments, LLC
StoneX Group Inc.
Cypress Wealth Services, LLC
Verdence Capital Advisors LLC
Fifth Third Securities, Inc.
Epic Trust Investment Advisors, LLC
Bfsg, Llc
Summit Trail Advisors, Llc
Evolution Wealth Advisors, LLC
Mount Yale Investment Advisors, LLC
Sheaff Brock Investment Advisors, LLC
Shufro Rose & Co Llc
Parisi Gray Wealth Management
Cascade Investment Advisors, Inc.
Strong Tower Advisory Services
Y-Intercept (Hong Kong) Ltd
Holloway Wealth Management, LLC
Bedel Financial Consulting, Inc.
SNS Financial Group, LLC
Chilton Capital Management Llc
Geometric Wealth Advisors
Two Sigma Securities, Llc
Harel Insurance Investments & Financial Services Ltd.
Urban Wealth Management, LLC
Thompson Davis & Co., Inc.
Braun-Bostich & Associates Inc.
RiverTree Advisors, LLC
West Bancorporation Inc
Canal Capital Management, LLC
Securian Asset Management, Inc
AXS Investments LLC
Ibex Wealth Advisors
Straight Path Wealth Management
Bigelow Investment Advisors, LLC
Douglass Winthrop Advisors, LLC
Balentine LLC
Gratus Capital LLC
Paragon Wealth Strategies, LLC
Marshall Wace, Llp
Huntington National Bank
Arkadios Wealth Advisors
Prudential Plc
Bbva Usa
Edgestream Partners, L.P.
Inscription Capital, LLC
QCM Cayman, Ltd.
Childress Capital Advisors, Llc
Versant Capital Management, Inc
Stonebridge Financial Planning Group, LLC
Adams Chetwood Wealth Management LLC
Klingman & Associates, LLC
Vontobel Holding Ltd.
Trexquant Investment LP
Comprehensive Financial Consultants Institutional, Inc.
Legacy Financial Group LLC
Wealthstar Advisors, Llc
Absolute Capital Management, LLC
Addison Capital Co
PFG Advisors
Smith Anglin Financial, LLC
Keebeck Wealth Management, LLC
First Citizens Financial Corp
Calamos Advisors LLC
Pinnacle Wealth Management Advisory Group, LLC
Capital Bank & Trust Co
Core Alternative Capital
AlphaStar Capital Management, LLC
Chemistry Wealth Management LLC
Stelac Advisory Services LLC

Recent Quarter 302 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Commonwealth Equity Services, Llc	2,678,361	60.35	2,603,087	76.38
HB Wealth Management, LLC	2,660,578	60.35	2,577,857	76.38
Cliftonlarsonallen Wealth Advisors, Llc	1,414,306	60.35	1,363,844	76.38
Miracle Mile Advisors, LLC	1,325,525	60.35	1,333,954	76.38
Truist Financial Corp	1,098,480	60.35	1,125,400	76.38
Courier Capital Llc	1,068,945	60.35	1,069,114	76.38
Allworth Financial LP	1,011,225	60.35	1,251,674	76.38
Silicon Valley Capital Partners	721,667	60.35	736,719	76.38
Stegner Investment Associates Inc.	681,426	60.35	698,852	76.38
First Hawaiian Bank	670,901	60.35	694,330	76.38
Sterling Investment Counsel, LLC	665,714	60.35	306,495	76.38
MAI Capital Management	649,401	60.35	617,140	76.38
Cambridge Investment Research Advisors, Inc.	620,904	60.35	787,645	76.38
Praetorian Wealth Management, Inc.	533,479	60.35	524,077	76.38
Capital Advisors Inc/ok	513,851	60.35	516,054	76.38
Connecticut Wealth Management, LLC	493,616	60.35	493,098	76.38
North Star Investment Management Corp.	488,640	60.35	493,648	76.38
Western Wealth Management, LLC	457,326	60.35	483,978	76.38
Parsec Financial Management, Inc.	405,005	60.35	389,518	76.38
Private Advisor Group, LLC	403,243	60.35	407,176	76.38

Recent Quarter 7 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Polianta Ltd	66,200	60.35	0
Wealth Quarterback LLC	8,686	76.33	11,895	0.08
Aaron Wealth Advisors LLC	5,378	60.25	278,252	13.09
Litman Gregory Asset Management LLC	4,852	60.39	0
BMS Financial Advisors, LLC	2,642	83.65	126,516	76.38
Trust Co Of Vermont	2,559	60.18	0
Lehman & Derafelo Financial Resources LLC	1,316	60.03	0

Recent Quarter 103 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Sterling Investment Counsel, LLC	359,219	665,714	60.35	306,495	76.38	117.20
Avantax Planning Partners, Inc.	153,928	357,132	60.35	203,204	76.38	75.75
HB Wealth Management, LLC	82,721	2,660,578	60.35	2,577,857	76.38	3.21
Commonwealth Equity Services, Llc	75,274	2,678,361	60.35	2,603,087	76.38	2.89
Great Valley Advisor Group, Inc.	67,393	118,307	60.35	50,914	76.40	132.37
Polianta Ltd	66,200	66,200	60.35	0		0.00
Cliftonlarsonallen Wealth Advisors, Llc	50,462	1,414,306	60.35	1,363,844	76.38	3.70
Comerica Securities,inc.	33,845	290,638	60.35	256,793	76.38	13.18
Wbh Advisory Inc	32,549	46,687	62.31	14,138	69.88	230.22
MAI Capital Management	32,261	649,401	60.35	617,140	76.38	5.23
Lbmc Investment Advisors, Llc	21,729	137,406	60.35	115,677	76.38	18.78
RTD Financial Advisors, Inc.	21,299	60,219	60.35	38,920	76.39	54.73
Rodgers & Associates, LTD	20,246	232,074	60.35	211,828	76.38	9.56
Parsec Financial Management, Inc.	15,487	405,005	60.35	389,518	76.38	3.98
Brookstone Capital Management	15,143	84,569	63.42	69,426	72.54	21.81
EisnerAmper Wealth Management Corporate Benefits, LLC	14,914	377,748	60.35	362,834	76.38	4.11
Dentgroup LLC	13,524	21,572	60.36	8,048	76.42	168.04
Cahaba Wealth Management, Inc.	12,379	101,378	60.35	88,999	66.78	13.91
Capital Investment Advisory Services, LLC	12,012	96,022	60.35	84,010	76.38	14.30
Kwmg, Llc	10,064	254,515	60.35	244,451	76.38	4.12

Recent Quarter 131 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Orion Portfolio Solutions, LLC	966,379	10,235	60.38	976,614	76.38	-98.95
Aaron Wealth Advisors LLC	272,874	5,378	60.25	278,252	13.09	-98.07
Hilltop Wealth Advisors, Llc	269,335	64,755	60.35	334,090	76.38	-80.62
Allworth Financial LP	240,449	1,011,225	60.35	1,251,674	76.38	-19.21
Cambridge Investment Research Advisors, Inc.	166,741	620,904	60.35	787,645	76.38	-21.17
Claraphi Advisory Network, LLC	159,696	4,835	60.39	164,531	76.38	-97.06
BMS Financial Advisors, LLC	123,874	2,642	83.65	126,516	76.38	-97.91
Spire Wealth Management	111,360	207,029	60.35	318,389	76.62	-34.98
Bank Of Stockton	94,064	42,232	60.36	136,296	76.38	-69.01
Koss-Olinger Consulting, LLC	63,807	34,757	60.36	98,564	76.38	-64.74
RWM Asset Management, LLC	28,256	122,465	60.35	150,721	76.38	-18.75
Truist Financial Corp	26,920	1,098,480	60.35	1,125,400	76.38	-2.39
Western Wealth Management, LLC	26,652	457,326	60.35	483,978	76.38	-5.51
First Hawaiian Bank	23,429	670,901	60.35	694,330	76.38	-3.37
Calton & Associates, Inc.	21,103	11,981	60.35	33,084	76.35	-63.79
Stegner Investment Associates Inc.	17,426	681,426	60.35	698,852	76.38	-2.49
Silicon Valley Capital Partners	15,052	721,667	60.35	736,719	76.38	-2.04
MA Private Wealth	13,296	16,471	61.20	29,767	76.39	-44.67
Bank of New Hampshire	11,555	19,717	60.35	31,272	76.39	-36.95
Signature Securities Group Corporation	10,654	66,444	60.34	77,098	76.37	-13.82

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 0 Previous Institutes closed Put Positions

Name	Previous Puts

Recent Quarter 0 Previous Institutes closed Call Positions

Name	Previous Calls

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 4 New Institutes added position

Name	Shares	PPS
Heritage Financial Services, LLC	8,622	60.31
Founders Capital Management	1,139	60.58
Field & Main Bank	128	62.50
Urban Wealth Management, LLC	0

Past Week 21 Institutes closed out their positions

Name	Shares	PPS
Fulcrum Equity Management	2,751	76.34
Cornerstone Wealth Group, LLC	7,274	76.44
Phillips Financial Management, Llc	14,424	76.40
First American Trust, Fsb	3,360	76.49
Lion Street Advisors, LLC	4,484	76.27
Delta Investment Management, LLC	2,636	76.25
Urban Wealth Management, LLC
Hnp Capital Llc	1,069,114	76.38
Fort Pitt Capital Group, Llc	2,785	76.48
Twelve Points Wealth Management LLC	2,808	76.21
Asset Dedication, LLC	5,188	76.52
Derbend Asset Management	3,600	83.61
Lockerman Financial Group, Inc.	2,998	76.38
Icon Wealth Partners, LLC	6,508	76.37
Enterprise Trust & Investment Co	300	76.67
Stone House Investment Management, LLC	3,226	76.26
Howard Financial Services, Ltd.	3,100	76.45
Good Life Advisors, LLC	3,108	76.25
Retireful, LLC	3,469	67.45
Orion Capital Management LLC	24	83.33
Genesee Capital Advisors, LLC	2,668	76.46

Past Week 156 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Commonwealth Equity Services, Llc	2,678,361	60.35	2,603,087	76.38
Truist Financial Corp	1,098,480	60.35	1,125,400	76.38
Courier Capital Llc	1,068,945	60.35	1,069,114	76.38
Stegner Investment Associates Inc.	681,426	60.35	698,852	76.38
First Hawaiian Bank	670,901	60.35	694,330	76.38
Sterling Investment Counsel, LLC	665,714	60.35	306,495	76.38
MAI Capital Management	649,401	60.35	617,140	76.38
North Star Investment Management Corp.	488,640	60.35	493,648	76.38
Western Wealth Management, LLC	457,326	60.35	483,978	76.38
Avantax Planning Partners, Inc.	357,132	60.35	203,204	76.38
BKD Wealth Advisors, LLC	348,147	60.35	351,325	76.38
Mv Capital Management, Inc.	313,835	60.35	310,824	76.38
Comerica Securities,inc.	290,638	60.35	256,793	76.38
Umb Bank N A/mo	276,761	60.35	282,693	76.38
Rodgers & Associates, LTD	232,074	60.35	211,828	76.38
Willis Johnson & Associates, Inc.	230,206	60.35	238,887	76.38
Financial Life Advisors	223,593	60.35	233,220	76.38
Spire Wealth Management	207,029	60.35	318,389	76.62
Sequoia Financial Advisors, LLC	161,366	60.35	161,116	76.38
Centerpoint Advisors, LLC	145,909	60.35	149,742	76.38
Great Valley Advisor Group, Inc.	118,307	60.35	50,914	76.40
Stratos Wealth Partners, LTD.	115,772	60.35	116,280	76.38
Cahaba Wealth Management, Inc.	101,378	60.35	88,999	66.78
Geneos Wealth Management Inc.	99,604	60.80	98,532	76.37
Capital Investment Advisory Services, LLC	96,022	60.35	84,010	76.38
Signature Wealth Management Partners, LLC	67,235	60.36	63,709	76.38
Charter Oak Capital Management, LLC	67,194	60.35	57,742	83.67
Signature Securities Group Corporation	66,444	60.34	77,098	76.37
Peterson Wealth Advisors, LLC	61,929	60.34	61,713	76.39
RTD Financial Advisors, Inc.	60,219	60.35	38,920	76.39
Savant Capital, LLC	57,212	60.35	53,193	76.38
Townsend & Associates, Inc	55,114	62.31	51,192	74.46
Wesbanco Bank Inc	50,773	60.35	50,980	76.38
Beacon Capital Management, LLC	50,533	76.35	51,837	76.35
Investment Advisory Group, LLC	50,360	60.33	50,694	76.46
Money Concepts Capital Corp	47,068	60.81	51,099	76.38
Atlas Private Wealth Management	44,014	60.34	42,985	76.38
Bank Of Stockton	42,232	60.36	136,296	76.38
Winthrop Advisory Group LLC	40,866	60.34	40,838	76.37
Edmonds Duncan Registered Investment Advisors, LLC	37,678	60.35	41,208	76.37
Gables Capital Management Inc.	37,000	60.35	37,000	76.38
Conning Inc.	33,719	60.35	37,400	76.39
Round Rock Advisors, LLC	31,804	60.34	32,436	76.37
Householder Group Estate & Retirement Specialist, LLC	31,752	60.34	30,403	76.37
Matthew Goff Investment Advisor, LLC	30,901	60.35	31,020	76.37
Cornell Pochily Investment Advisors, Inc.	29,602	60.37	35,410	76.39
Security Financial Services, INC.	28,917	60.35	22,723	76.40
Stratos Wealth Advisors, LLC	26,700	60.34	25,152	76.38
JGP Wealth Management, LLC	26,501	62.07	25,011	74.49
Pathway Financial Advisors LLC	25,404	60.34	23,251	76.38
PSI Advisors, LLC	24,910	60.34	26,386	76.37
Southern Capital Advisors, Llc	24,722	60.35	23,915	76.40
Evensky & Katz LLC	24,376	60.35	24,338	76.38
Wealth Enhancement Advisory Services, Llc	23,495	63.42	25,038	77.80
Veracity Capital LLC	22,588	60.34	16,199	76.36
Market Street Wealth Management Advisors Llc	21,579	60.34	21,910	76.36
Essex Savings Bank	21,316	60.38	21,316	76.37
Pinnacle Financial Group, LLC / IL	21,260	60.35	21,260	76.39
Grant/GrossMendelsohn, LLC	17,318	61.44	19,318	73.25
Alpha Cubed Investments, LLC	17,078	60.37	21,066	76.38
Howard Capital Management Group, LLC	16,021	60.36	18,215	76.37
Briggs Advisory Group, Inc.	15,716	60.32	15,716	76.36
JNBA Financial Advisors	14,543	60.37	15,016	76.39
Chicago Capital, LLC	14,091	60.32	14,291	76.41
Patton Albertson Miller Group, Llc	13,914	60.37	13,943	76.38
GSB Wealth Management, LLC	13,881	60.37	14,959	76.41
Next Capital Management LLC	13,623	60.34	13,623	76.41
SOL Capital Management CO	13,394	60.33	13,394	76.38
Tarbox Family Office, Inc.	12,611	60.34	12,603	76.41
Integrated Investment Consultants, LLC	12,531	60.33	10,908	76.37
DAVENPORT & Co LLC	12,038	60.31	12,857	76.38
Flagship Private Wealth, LLC	11,847	0.08	11,846	0.08
C2C Wealth Management, LLC	11,152	63.85	11,152	73.17
CWA Asset Management Group, LLC	10,910	60.31	3,086	76.47
Neumann Capital Management, LLC	10,000	60.40	10,240	76.37
Culbertson A N & Co Inc	9,270	60.30	9,320	76.29
Altium Wealth Management LLC	9,112	60.36	9,688	76.38
Gemmer Asset Management LLC	8,931	60.35	7,793	76.35
Courage Miller Partners, LLC	8,740	60.30	8,359	76.32
Sandy Spring Bank	8,713	60.37	8,713	76.44
Tfo-tdc, Llc	8,685	60.33	8,885	76.42
Weaver Consulting Group	8,226	60.30	9,530	76.39
First Command Bank	7,920	60.35	13,040	76.38
First Command Financial Services, Inc.	7,920	60.35	13,040	76.38
Welch & Forbes Llc	7,837	60.35	8,337	76.41
First National Corp /ma/ /adv	7,683	60.39	7,683	76.40
Aurora Private Wealth, Inc.	7,648	60.41	11,638	76.39
Accredited Investors Inc.	7,402	60.39	7,270	76.34
Hollencrest Capital Management	7,330	60.30	7,330	76.40
Investment Research & Advisory Group, Inc.	7,135	60.41	7,135	76.52
Middleton & Co Inc/ma	7,062	60.32	7,137	76.36
Madison Wealth Partners, Inc	6,978	60.33	6,296	76.40
Welch Group, LLC	6,679	60.34	6,801	76.31
Sabal Trust CO	6,475	60.39	6,475	76.45
Galvin, Gaustad & Stein, LLC	6,202	60.30	6,202	76.43
Guyasuta Investment Advisors Inc	6,140	60.42	6,140	76.38
Crescent Grove Advisors, LLC	6,016	60.34	6,016	76.46
Mengis Capital Management, Inc.	5,908	60.26	8,493	76.30
Financial Planning & Information Services, Inc.	5,598	60.38	5,560	76.44
Brandywine Oak Private Wealth Llc	5,524	60.28	5,524	76.21
BlackDiamond Wealth Management Inc.	5,507	64.64	6,697	76.45
Eastern Bank	5,250	60.38	5,250	76.38
Gradient Capital Advisors, LLC	5,122	60.33	3,228	76.52
SYM FINANCIAL Corp	4,960	60.28	2,133	76.42
Shearwater Capital LLC	4,923	60.33	4,923	76.38
Stone Point Wealth LLC	4,900	60.20	4,950	76.57
Chesapeake Wealth Management	4,870	60.37	4,910	76.37
Claraphi Advisory Network, LLC	4,835	60.39	164,531	76.38
Amplius Wealth Advisors, LLC	4,816	60.22	4,807	76.35
Legacy Bridge, LLC	4,785	60.40	5,885	76.30
Brand Asset Management Group, Inc.	4,676	60.31	4,676	76.35
Freedom Day Solutions, LLC	4,641	60.33	4,513	76.45
Eidelman Virant Capital	4,618	61.93	4,602	76.27
Round Table Services, LLC	4,319	60.43	4,319	76.41
Willner & Heller, Llc	4,264	60.27	4,236	83.57
Segment Wealth Management, LLC	4,232	60.26	4,232	76.32
All Season Financial Advisors, Inc.	4,128	60.32	3,430	76.38
Clearwater Capital Advisors, LLC	3,979	60.32	3,979	76.40
Center For Asset Management LLC	3,905	60.44	3,905	76.31
Cornerstone Wealth Advisors, Inc.	3,850	60.26	3,850	76.36
Oak Harvest Investment Services	3,748	60.30	4,055	76.45
Hudson Valley Investment Advisors Inc /adv	3,736	60.22	3,736	76.28
TruWealth Advisors, LLC	3,673	60.44	3,911	76.45
Covenant Asset Management, LLC	3,648	60.31	3,648	76.48
Howland Capital Management Llc	3,631	60.31	3,631	76.29
Harbor Investment Advisory, Llc	3,628	60.36	10,004	76.37
Grimes & Company, Inc.	3,388	60.21	3,406	76.34
Wedbush Securities Inc	3,375	60.44	3,466	76.46
Paradigm, Strategies in Wealth Management, LLC	3,335	60.27	3,335	76.46
Avenue 1 Advisors, LLC	3,333	60.31	3,707	76.34
Ellevest, Inc.	2,600	60.38	2,600	76.54
Bogart Wealth, LLC	2,544	60.53	2,951	76.25
First Bank & Trust	2,184	60.44	2,460	76.42
Sawyer & Company, Inc	2,161	60.16	2,161	76.35
TCI Wealth Advisors, Inc.	1,932	60.56	1,608	76.49
Ballast Advisors Llc	1,234	59.97	1,264	76.74
Atwood & Palmer Inc	1,200	60.00	1,900	76.32
Carolina Wealth Advisors, LLC	932	60.09	932	76.18
Annapolis Financial Services, LLC	740	60.81	740	77.03
GPS Wealth Strategies Group, LLC	734	59.95	734	76.29
Lake Point Wealth Management	700	60.00	700	75.71
Rice Partnership, LLC	668	59.88	668	76.35
Lakeview Capital Partners, LLC	660	60.61	660	75.76
Capital Investment Counsel, Inc	612	60.46	612	76.80
Element Wealth, LLC	498	60.24	498	76.31
Provident Wealth Management, LLC	452	59.73	452	77.43
PrairieView Partners, LLC	444	60.81	519	77.07
Life Planning Partners, Inc	424	58.96	424	77.83
Financial Connections Group, Inc.	380	57.89	380	76.32
Ogorek Anthony Joseph /ny/ /adv	328	57.93	328	76.22
Baldwin Brothers Inc/ma	240	58.33	480	77.08
Macroview Investment Management Llc	225	62.22	224	75.89
PFG Private Wealth Management, LLC	114	61.40	114	78.95
Pacifica Partners Inc.	114	61.40	415	72.29
Endurance Wealth Management, Inc.	60	66.67	60	83.33
Horan Securities, Inc.	49	61.22	49	81.63

Past Week 5 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Polianta Ltd	66,200	60.35	0
Aaron Wealth Advisors LLC	5,378	60.25	278,252	13.09
Litman Gregory Asset Management LLC	4,852	60.39	0
Trust Co Of Vermont	2,559	60.18	0
Lehman & Derafelo Financial Resources LLC	1,316	60.03	0

Past Week 50 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Sterling Investment Counsel, LLC	359,219	665,714	60.35	306,495	76.38	117.20
Avantax Planning Partners, Inc.	153,928	357,132	60.35	203,204	76.38	75.75
Commonwealth Equity Services, Llc	75,274	2,678,361	60.35	2,603,087	76.38	2.89
Great Valley Advisor Group, Inc.	67,393	118,307	60.35	50,914	76.40	132.37
Polianta Ltd	66,200	66,200	60.35	0		0.00
Comerica Securities,inc.	33,845	290,638	60.35	256,793	76.38	13.18
MAI Capital Management	32,261	649,401	60.35	617,140	76.38	5.23
RTD Financial Advisors, Inc.	21,299	60,219	60.35	38,920	76.39	54.73
Rodgers & Associates, LTD	20,246	232,074	60.35	211,828	76.38	9.56
Cahaba Wealth Management, Inc.	12,379	101,378	60.35	88,999	66.78	13.91
Capital Investment Advisory Services, LLC	12,012	96,022	60.35	84,010	76.38	14.30
Charter Oak Capital Management, LLC	9,452	67,194	60.35	57,742	83.67	16.37
CWA Asset Management Group, LLC	7,824	10,910	60.31	3,086	76.47	253.53
Veracity Capital LLC	6,389	22,588	60.34	16,199	76.36	39.44
Security Financial Services, INC.	6,194	28,917	60.35	22,723	76.40	27.26
Litman Gregory Asset Management LLC	4,852	4,852	60.39	0		0.00
Savant Capital, LLC	4,019	57,212	60.35	53,193	76.38	7.56
Townsend & Associates, Inc	3,922	55,114	62.31	51,192	74.46	7.66
Signature Wealth Management Partners, LLC	3,526	67,235	60.36	63,709	76.38	5.53
Mv Capital Management, Inc.	3,011	313,835	60.35	310,824	76.38	0.97
SYM FINANCIAL Corp	2,827	4,960	60.28	2,133	76.42	132.54
Trust Co Of Vermont	2,559	2,559	60.18	0		0.00
Pathway Financial Advisors LLC	2,153	25,404	60.34	23,251	76.38	9.26
Gradient Capital Advisors, LLC	1,894	5,122	60.33	3,228	76.52	58.67
Integrated Investment Consultants, LLC	1,623	12,531	60.33	10,908	76.37	14.88
Stratos Wealth Advisors, LLC	1,548	26,700	60.34	25,152	76.38	6.15
JGP Wealth Management, LLC	1,490	26,501	62.07	25,011	74.49	5.96
Householder Group Estate & Retirement Specialist, LLC	1,349	31,752	60.34	30,403	76.37	4.44
Lehman & Derafelo Financial Resources LLC	1,316	1,316	60.03	0		0.00
Gemmer Asset Management LLC	1,138	8,931	60.35	7,793	76.35	14.60
Geneos Wealth Management Inc.	1,072	99,604	60.80	98,532	76.37	1.09
Atlas Private Wealth Management	1,029	44,014	60.34	42,985	76.38	2.39
Southern Capital Advisors, Llc	807	24,722	60.35	23,915	76.40	3.37
All Season Financial Advisors, Inc.	698	4,128	60.32	3,430	76.38	20.35
Madison Wealth Partners, Inc	682	6,978	60.33	6,296	76.40	10.83
Courage Miller Partners, LLC	381	8,740	60.30	8,359	76.32	4.56
TCI Wealth Advisors, Inc.	324	1,932	60.56	1,608	76.49	20.15
Sequoia Financial Advisors, LLC	250	161,366	60.35	161,116	76.38	0.16
Peterson Wealth Advisors, LLC	216	61,929	60.34	61,713	76.39	0.35
Accredited Investors Inc.	132	7,402	60.39	7,270	76.34	1.82
Freedom Day Solutions, LLC	128	4,641	60.33	4,513	76.45	2.84
Evensky & Katz LLC	38	24,376	60.35	24,338	76.38	0.16
Financial Planning & Information Services, Inc.	38	5,598	60.38	5,560	76.44	0.68
Winthrop Advisory Group LLC	28	40,866	60.34	40,838	76.37	0.07
Willner & Heller, Llc	28	4,264	60.27	4,236	83.57	0.66
Eidelman Virant Capital	16	4,618	61.93	4,602	76.27	0.35
Amplius Wealth Advisors, LLC	9	4,816	60.22	4,807	76.35	0.19
Tarbox Family Office, Inc.	8	12,611	60.34	12,603	76.41	0.06
Flagship Private Wealth, LLC	1	11,847	0.08	11,846	0.08	0.01
Macroview Investment Management Llc	1	225	62.22	224	75.89	0.45

Past Week 66 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Aaron Wealth Advisors LLC	272,874	5,378	60.25	278,252	13.09	-98.07
Claraphi Advisory Network, LLC	159,696	4,835	60.39	164,531	76.38	-97.06
Spire Wealth Management	111,360	207,029	60.35	318,389	76.62	-34.98
Bank Of Stockton	94,064	42,232	60.36	136,296	76.38	-69.01
Truist Financial Corp	26,920	1,098,480	60.35	1,125,400	76.38	-2.39
Western Wealth Management, LLC	26,652	457,326	60.35	483,978	76.38	-5.51
First Hawaiian Bank	23,429	670,901	60.35	694,330	76.38	-3.37
Stegner Investment Associates Inc.	17,426	681,426	60.35	698,852	76.38	-2.49
Signature Securities Group Corporation	10,654	66,444	60.34	77,098	76.37	-13.82
Financial Life Advisors	9,627	223,593	60.35	233,220	76.38	-4.13
Willis Johnson & Associates, Inc.	8,681	230,206	60.35	238,887	76.38	-3.63
Harbor Investment Advisory, Llc	6,376	3,628	60.36	10,004	76.37	-63.73
Umb Bank N A/mo	5,932	276,761	60.35	282,693	76.38	-2.10
Cornell Pochily Investment Advisors, Inc.	5,808	29,602	60.37	35,410	76.39	-16.40
First Command Bank	5,120	7,920	60.35	13,040	76.38	-39.26
First Command Financial Services, Inc.	5,120	7,920	60.35	13,040	76.38	-39.26
North Star Investment Management Corp.	5,008	488,640	60.35	493,648	76.38	-1.01
Money Concepts Capital Corp	4,031	47,068	60.81	51,099	76.38	-7.89
Aurora Private Wealth, Inc.	3,990	7,648	60.41	11,638	76.39	-34.28
Alpha Cubed Investments, LLC	3,988	17,078	60.37	21,066	76.38	-18.93
Centerpoint Advisors, LLC	3,833	145,909	60.35	149,742	76.38	-2.56
Conning Inc.	3,681	33,719	60.35	37,400	76.39	-9.84
Edmonds Duncan Registered Investment Advisors, LLC	3,530	37,678	60.35	41,208	76.37	-8.57
BKD Wealth Advisors, LLC	3,178	348,147	60.35	351,325	76.38	-0.90
Mengis Capital Management, Inc.	2,585	5,908	60.26	8,493	76.30	-30.44
Howard Capital Management Group, LLC	2,194	16,021	60.36	18,215	76.37	-12.05
Grant/GrossMendelsohn, LLC	2,000	17,318	61.44	19,318	73.25	-10.35
Wealth Enhancement Advisory Services, Llc	1,543	23,495	63.42	25,038	77.80	-6.16
PSI Advisors, LLC	1,476	24,910	60.34	26,386	76.37	-5.59
Weaver Consulting Group	1,304	8,226	60.30	9,530	76.39	-13.68
Beacon Capital Management, LLC	1,304	50,533	76.35	51,837	76.35	-2.52
BlackDiamond Wealth Management Inc.	1,190	5,507	64.64	6,697	76.45	-17.77
Legacy Bridge, LLC	1,100	4,785	60.40	5,885	76.30	-18.69
GSB Wealth Management, LLC	1,078	13,881	60.37	14,959	76.41	-7.21
DAVENPORT & Co LLC	819	12,038	60.31	12,857	76.38	-6.37
Atwood & Palmer Inc	700	1,200	60.00	1,900	76.32	-36.84
Round Rock Advisors, LLC	632	31,804	60.34	32,436	76.37	-1.95
Altium Wealth Management LLC	576	9,112	60.36	9,688	76.38	-5.95
Stratos Wealth Partners, LTD.	508	115,772	60.35	116,280	76.38	-0.44
Welch & Forbes Llc	500	7,837	60.35	8,337	76.41	-6.00
JNBA Financial Advisors	473	14,543	60.37	15,016	76.39	-3.15
Bogart Wealth, LLC	407	2,544	60.53	2,951	76.25	-13.79
Avenue 1 Advisors, LLC	374	3,333	60.31	3,707	76.34	-10.09
Investment Advisory Group, LLC	334	50,360	60.33	50,694	76.46	-0.66
Market Street Wealth Management Advisors Llc	331	21,579	60.34	21,910	76.36	-1.51
Oak Harvest Investment Services	307	3,748	60.30	4,055	76.45	-7.57
Pacifica Partners Inc.	301	114	61.40	415	72.29	-72.53
First Bank & Trust	276	2,184	60.44	2,460	76.42	-11.22
Neumann Capital Management, LLC	240	10,000	60.40	10,240	76.37	-2.34
Baldwin Brothers Inc/ma	240	240	58.33	480	77.08	-50.00
TruWealth Advisors, LLC	238	3,673	60.44	3,911	76.45	-6.09
Wesbanco Bank Inc	207	50,773	60.35	50,980	76.38	-0.41
Chicago Capital, LLC	200	14,091	60.32	14,291	76.41	-1.40
Tfo-tdc, Llc	200	8,685	60.33	8,885	76.42	-2.25
Courier Capital Llc	169	1,068,945	60.35	1,069,114	76.38	-0.02
Welch Group, LLC	122	6,679	60.34	6,801	76.31	-1.79
Matthew Goff Investment Advisor, LLC	119	30,901	60.35	31,020	76.37	-0.38
Wedbush Securities Inc	91	3,375	60.44	3,466	76.46	-2.63
PrairieView Partners, LLC	75	444	60.81	519	77.07	-14.45
Middleton & Co Inc/ma	75	7,062	60.32	7,137	76.36	-1.05
Culbertson A N & Co Inc	50	9,270	60.30	9,320	76.29	-0.54
Stone Point Wealth LLC	50	4,900	60.20	4,950	76.57	-1.01
Chesapeake Wealth Management	40	4,870	60.37	4,910	76.37	-0.81
Ballast Advisors Llc	30	1,234	59.97	1,264	76.74	-2.37
Patton Albertson Miller Group, Llc	29	13,914	60.37	13,943	76.38	-0.21
Grimes & Company, Inc.	18	3,388	60.21	3,406	76.34	-0.53

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name