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	1,059	NaN	0.00	241.18
Previous Quarter	1,113	NaN	0.00	247.39

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	8	250	182	7	54	67
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	1	7	2	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Current Quarter	0	0	1	0	1	1
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	6	7	84	3	32	25
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	73,742	0.00	0.00	0	0.00	0.00
Previous Quarter	73,742	0.00	0.00	0	0.00	0.00

Current Quarter Top 20 Holding Institutes

This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter

Name	Shares	PPS
Bank Of America Corp /de/	3,241,584	255.75
CFS Investment Advisory Services, LLC	3,230,380	0.08
Morgan Stanley	3,084,958	255.75
Toronto Dominion Bank	1,950,003	256.03
Tiaa, Fsb	1,809,700	255.72
Goldman Sachs Group Inc	1,808,102	255.75
Wells Fargo & Company/mn	1,602,736	255.75
Barings Llc	1,365,650	255.75
Bnp Paribas Arbitrage, Sa	984,518	255.75
Envestnet Asset Management Inc	979,581	255.75
Pnc Financial Services Group, Inc.	846,182	255.75
Alaska Permanent Fund Corp	767,833	255.75
UBS Group AG	743,890	255.75
Healthcare Of Ontario Pension Plan Trust Fund	706,000	255.75
Commonwealth Equity Services, Llc	593,692	206.31
Cohen Klingenstein LLC	589,833	206.31
Bronte Capital Management Pty Ltd.	550,200	255.75
Jane Street Group, Llc	498,600	255.75
M&t Bank Corp	480,721	255.75
Amerivest Investment Management LLC	467,059	255.75

Previous Quarter Top 20 Holding Institutes

The table below is top 20 listing of institutes holding stock of the company in the previous quarter.

Name	Shares	PPS
Bank Of America Corp /de/	3,241,584	255.75
CFS Investment Advisory Services, LLC	3,230,380	0.08
Morgan Stanley	3,084,958	255.75
Toronto Dominion Bank	1,950,003	256.03
Tiaa, Fsb	1,809,700	255.72
Goldman Sachs Group Inc	1,808,102	255.75
Wells Fargo & Company/mn	1,602,736	255.75
Barings Llc	1,365,650	255.75
Bnp Paribas Arbitrage, Sa	984,518	255.75
Envestnet Asset Management Inc	979,581	255.75
Pnc Financial Services Group, Inc.	846,182	255.75
Alaska Permanent Fund Corp	767,833	255.75
UBS Group AG	743,890	255.75
Healthcare Of Ontario Pension Plan Trust Fund	706,000	255.75
Cohen Klingenstein LLC	589,833	255.75
Commonwealth Equity Services, Llc	572,451	255.75
Bronte Capital Management Pty Ltd.	550,200	255.75
Jane Street Group, Llc	498,600	255.75
M&t Bank Corp	480,721	255.75
Amerivest Investment Management LLC	467,059	255.75

Recent Quarter Analysis

Recent Quarter 8 New Institutes added position

Name	Shares	PPS
All Season Financial Advisors, Inc.	3,052	206.42
First Bancorp, Inc /ME/	2,450	206.12
Caerus Investment Advisors, LLC	1,775	206.20
Heritage Financial Services, LLC	690	205.80
Endurance Wealth Management, Inc.	27	222.22
Steward Financial Group LLC	15	200.00
Morton Brown Family Wealth, LLC	9	222.22
Gleason Group, Inc.	4	250.00

Recent Quarter 250 Institutes closed out their positions

Name	Shares	PPS
Bbva Usa	127,687	293.59
USCAX - Small Cap Stock Fund Shares	99,997	307.42
SDSCX - BNY Mellon Small/Mid Cap Growth Fund Class I	81,919	293.59
HighTower Advisors, LLC	79,686	255.74
Hnp Capital Llc	39,935	255.74
Twin Tree Management, LP	35,000	255.74
Rinet Co LLC	33,945	293.59
Country Club Trust Company, n.a.	10,644	294.34
Crescent Capital Consulting, LLC	7,490	293.06
Homrich & Berg	4,792	293.61
Ameritas Investment Corp	4,607	0.22
Monterey Private Wealth, Inc.	4,106	258.89
Bft Financial Group, Llc	3,197	255.86
Mid Atlantic Financial Management Inc/adv	3,117	293.55
Evanson Asset Management, LLC	2,963	255.82
Castle Rock Wealth Management, LLC	2,925	247.86
Farr Miller & Washington Llc/dc	2,105	293.59
Paladin Advisory Group, LLC	1,344	258.18
Marino, Stram & Associates Llc	1,323	255.48
Investmark Advisory Group LLC	1,123	255.57
Berman Capital Advisors, LLC	1,104	293.48
Lake Street Financial Llc	1,090	255.96
Stratos Wealth Advisors, LLC	1,047	255.97
Carroll Financial Associates, Inc.	946	295.98
Elk River Wealth Management, LLC	931	255.64
RDA Financial Network	920	255.43
SOL Capital Management CO	905	255.25
Wealth Advisors of Tampa Bay, LLC	828	256.04
Rothschild Investment Corp /il	801	255.93
HFG Advisors, Inc.	784	256.38
IFP Advisors, Inc	605	292.56
Koshinski Asset Management, Inc.	359	256.27
Westpark Management, LLC	200	502500.00
Prentice Wealth Management LLC	162	296.30
Asset Dedication, LLC	137	255.47
Sonora Investment Management, LLC	130	292.31
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class	57	298.25
Heritage Wealth Management, Llc	46	304.35
Evensky & Katz LLC	44	250.00
Parkside Investments, LLC	40	250.00
Gemmer Asset Management LLC	37	243.24
PSI Advisors, LLC	7	285.71
Wolverine Trading, Llc
Howard Capital Management Inc.
ExodusPoint Capital Management, LP
BLB&B Advisors, LLC
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
HSLAX - THE HARTFORD SMALL CAP GROWTH FUND Class A
SkyView Investment Advisors, LLC
Truvestments Capital Llc
K.J. Harrison & Partners Inc
Oder Investment Management, LLC
Strategic Blueprint, LLC
Perennial Advisors, LLC
MASFX - Litman Gregory Masters Alternative Strategies Fund Institutional Class
Solstein Capital, LLC
Balentine LLC
Driehaus Capital Management Llc
Modus Advisors, LLC
Jefferies Group LLC
Paradigm, Strategies in Wealth Management, LLC
Alpine Global Management, LLC
Tectonic Advisors Llc
Nantahala Capital Management, LLC
Minichmacgregor Wealth Management, Llc
New England Private Wealth Advisors LLC
United Asset Strategies, Inc.
Punch & Associates Investment Management, Inc.
Cpwm, Llc
Personal Wealth Partners
Greenwood Gearhart Inc
Y-Intercept (Hong Kong) Ltd
CX Institutional
Financial Insights, Inc.
J Arnold Wealth Management Co
Voloridge Investment Management, Llc
JMG Financial Group, Ltd.
Comerica Securities,inc.
Level Four Advisory Services, Llc
Neuberger Berman Group LLC
QCM Cayman, Ltd.
Absolute Capital Management, LLC
Financial Partners Group, Inc
Mengis Capital Management, Inc.
Chevy Chase Trust Holdings, Inc.
Elmwood Wealth Management, Inc.
Old National Bancorp /in/
Capital Financial Planning, LLC
Oppenheimer Asset Management Inc.
Welch Capital Partners Llc/ny
Victory Capital Management Inc
Financial Sense Advisors, Inc.
Baker Tilly Financial, Llc
Voya Investment Management Llc
Redhawk Wealth Advisors, Inc.
WealthPLAN Partners, LLC
Berkshire Asset Management Llc/pa
Portland Global Advisors LLC
Mascoma Wealth Management LLC
Corbenic Partners LLC
Retirement Planning Co of New England, Inc.
Ergoteles LLC
Thompson Davis & Co., Inc.
Livingston Group Asset Management CO (operating as Southport Capital Management)
Sageworth Trust Co
Flow Traders U.s. Llc
Banco Bilbao Vizcaya Argentaria, S.a.
BlueCrest Capital Management Ltd
GW&K Investment Management, LLC
Klaas Financial Asset Advisors, LLC
Wealth Alliance
Wrapmanager Inc
Opal Wealth Advisors, LLC
Ccm Investment Advisers Llc
Shilanski & Associates, Inc.
Legacy Wealth Planning, LLC
Vantage Investment Partners, LLC
Old North State Trust, LLC
Snowden Capital Advisors LLC
First Manhattan Co
Red Door Wealth Management, LLC
Bridgewater Advisors Inc.
D.B. Root & Company, LLC
Dixon Hubard Feinour & Brown Inc/va
Millennium Management Llc
Systematic Alpha Investments, LLC
Firestone Capital Management
Topel & Distasi Wealth Management, LLC
Camarda Financial Advisors, LLC
Wasatch Advisors Inc
Oak Ridge Investments Llc
Diversified Portfolios, Inc.
CSM Advisors, LLC
Pacific Center for Financial Services
Palladium Partners Llc
Credit Suisse Ag/
Parisi Gray Wealth Management
Trustmark National Bank Trust Department
Oxinas Partners Wealth Management LLC
Cassady Schiller Wealth Management, LLC
StoneX Group Inc.
Cowen And Company, Llc
Meridian Wealth Partners, LLC
Royal Fund Management, LLC
Nicholas Investment Partners, LP
Operose Advisors LLC
Aspen Investment Management Inc
Meritage Portfolio Management
Hrt Financial Lp
WELLS FARGO MASTER TRUST - Wells Fargo Emerging Growth Portfolio Emerging Growth Portfolio
Waratah Capital Advisors Ltd.
Eagle Asset Management Inc
Wolverine Trading, Llc
FDx Advisors, Inc.
Bamco Inc /ny/
Signature Securities Group Corporation
Ground Swell Capital, LLC
NSI Retail Advisors, LLC
DAVENPORT & Co LLC
Duncker Streett & Co Inc
Eagle Bay Advisors LLC
17 Capital Partners, Llc
First Foundation Advisors
Savior LLC
Tempus Wealth Planning, LLC
Levy Wealth Management Group, LLC
GWM Advisors LLC
Lombard Odier Asset Management (USA) Corp
TSCIX - AMG TimesSquare Small Cap Growth Fund Class Z
Huntington National Bank
Wolverine Trading, Llc
Karp Capital Management Corp
Wealth Architects, LLC
IFG Advisory, LLC
Lyell Wealth Management, Lp
Amplius Wealth Advisors, LLC
Edgestream Partners, L.P.
Robertson Stephens Wealth Management, LLC
Corepath Wealth Partners Llc
Henrickson Nauta Wealth Advisors, Inc.
Richwood Investment Advisors, LLC
Scopus Asset Management, L.p.
AXS Investments LLC
TAP Consulting, LLC
DMG Group, LLC
Phoenix Wealth Advisors
Boston Trust Walden Corp
Jacobi Capital Management LLC
Good Life Advisors, LLC
Westfield Capital Management Co Lp
River Wealth Advisors LLC
Pathstone Family Office, Llc
Intrust Bank Na
TCG Advisory Services, LLC
Field & Main Bank
Van Eck Associates Corp
Mayport, Llc
AlphaCore Capital LLC
Shaker Investments Llc/oh
Mairs & Power Inc
Presidio Capital Management, LLC
Berkshire Bank
Sterling Financial Planning, Inc.
Gratus Capital LLC
Otter Creek Advisors, LLC
YorkBridge Wealth Partners, LLC
CastleArk Alternatives, LLC
Walled Lake Planning & Wealth Management, Llc
CoreCap Advisors, LLC
HBW Advisory Services LLC
Landscape Capital Management, L.l.c.
Consolidated Planning Corp
Smith Shellnut Wilson Llc /adv
Signet Financial Management, Llc
Cornerstone Advisory, LLC
Buffington Mohr McNeal
Centaurus Financial, Inc.
Delta Investment Management, LLC
Jump Financial, LLC
Vontobel Holding Ltd.
Kolinsky Wealth Management, LLC
Affinity Wealth Management Llc
Armor Advisors, L.l.c.
Salem Investment Counselors Inc
Level Financial Advisors, Inc.
Arcus Capital Partners, LLC
One Day In July LLC
Ziegler Capital Management, LLC
Rather & Kittrell, Inc.
Crawford Lake Capital Management, LLC
Tocqueville Asset Management L.p.
Lvm Capital Management Ltd/mi
Cahill Financial Advisors Inc
JSF Financial, LLC
Cedar Brook Financial Partners, LLC
Better Money Decisions, LLC
Indaba Capital Management, L.P.
Marshall Wace, Llp
First United Bank Trust/
Baltimore-Washington Financial Advisors, Inc.
Rhumbline Advisers
Autus Asset Management, LLC
Sandler Capital Management
Heritage Investors Management Corp
Marshall Wace, Llp
Inverness Counsel Llc /ny/
Total Clarity Wealth Management, Inc.
Mcdonald Partners Llc
MainStreet Investment Advisors LLC
Leisure Capital Management

Recent Quarter 182 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Commonwealth Equity Services, Llc	593,692	206.31	572,451	255.75
Cohen Klingenstein LLC	589,833	206.31	589,833	255.75
Truist Financial Corp	211,119	206.31	227,699	255.75
Brinker Capital Investments, LLC	144,484	206.31	152,454	255.75
Wealth Enhancement Advisory Services, Llc	117,530	216.31	112,350	261.00
QUASX - AB Small Cap Growth Portfolio Class A	113,442	224.59	113,442	253.73
Avantax Planning Partners, Inc.	93,337	206.31	71,437	255.75
CHCLX - AB DISCOVERY GROWTH FUND, INC. Class A	91,346	224.59	91,346	253.73
MAI Capital Management	84,982	206.31	68,502	255.74
VAUGHAN & Co SECURITIES, INC.	68,429	0.20	65,085	0.26
WoodTrust Financial Corp	68,272	206.31	63,287	255.76
Stone Asset Management Inc.	59,786	206.30	56,778	255.75
Flaharty Asset Management, LLC	50,869	206.31	47,510	255.76
IHSAX - THE HARTFORD SMALL COMPANY FUND Class A	50,416	224.59	62,853	253.73
RTD Financial Advisors, Inc.	47,469	206.30	41,961	255.76
Courier Capital Llc	40,669	206.30	39,935	255.74
Cambridge Investment Research Advisors, Inc.	40,172	206.31	44,490	255.74
Wipfli Financial Advisors Llc,	30,121	206.30	31,377	255.76
Bishop & Co Investment Management, LLC	28,623	206.30	25,796	255.74
LBJ Family Wealth Advisors, Ltd.	27,894	206.32	27,982	243.84

Recent Quarter 7 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Sawtooth Solutions, LLC	15,796	206.32	0
Prosperity Planning, Inc.	2,576	324.15	2,576	257.38
Paragon Capital Management Ltd	2,481	206.37	0
Carnegie Capital Asset Management, LLC	2,376	311.87	2,052	255.85
BT Wealth Management LLC	1,557	209.38	0
626 Financial, LLC	1,046	206.50	0
Lehman & Derafelo Financial Resources LLC	251	207.17	0

Recent Quarter 54 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Avantax Planning Partners, Inc.	21,900	93,337	206.31	71,437	255.75	30.66
Commonwealth Equity Services, Llc	21,241	593,692	206.31	572,451	255.75	3.71
Ami Asset Management Corp	21,027	22,449	206.29	1,422	255.98	1478.69
MAI Capital Management	16,480	84,982	206.31	68,502	255.74	24.06
Sawtooth Solutions, LLC	15,796	15,796	206.32	0		0.00
RGT Wealth Advisors, LLC	8,623	22,676	206.30	14,053	255.75	61.36
RTD Financial Advisors, Inc.	5,508	47,469	206.30	41,961	255.76	13.13
Wealth Enhancement Advisory Services, Llc	5,180	117,530	216.31	112,350	261.00	4.61
WoodTrust Financial Corp	4,985	68,272	206.31	63,287	255.76	7.88
Flaharty Asset Management, LLC	3,359	50,869	206.31	47,510	255.76	7.07
VAUGHAN & Co SECURITIES, INC.	3,344	68,429	0.20	65,085	0.26	5.14
Stone Asset Management Inc.	3,008	59,786	206.30	56,778	255.75	5.30
Bishop & Co Investment Management, LLC	2,827	28,623	206.30	25,796	255.74	10.96
Paragon Capital Management Ltd	2,481	2,481	206.37	0		0.00
Relyea Zuckerberg Hanson LLC	1,820	18,568	206.32	16,748	249.22	10.87
HB Wealth Management, LLC	1,806	9,784	206.36	7,978	255.70	22.64
BT Wealth Management LLC	1,557	1,557	209.38	0		0.00
Granite Investment Partners, LLC	1,510	1,540	206.49	30	266.67	5033.33
Raymond James Trust N.a.	1,465	10,848	206.31	9,383	255.78	15.61
Round Table Services, LLC	1,452	12,817	206.29	11,365	255.79	12.78

Recent Quarter 67 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
FOCSX - Fidelity Small Cap Growth K6 Fund	21,300	24,900	224.58	46,200	253.72	-46.10
Truist Financial Corp	16,580	211,119	206.31	227,699	255.75	-7.28
IHSAX - THE HARTFORD SMALL COMPANY FUND Class A	12,437	50,416	224.59	62,853	253.73	-19.79
QAI - IQ Hedge Multi-Strategy Tracker ETF	9,573	15,334	224.60	24,907	253.74	-38.43
Brinker Capital Investments, LLC	7,970	144,484	206.31	152,454	255.75	-5.23
Private Advisor Group, LLC	6,707	20,969	206.30	27,676	255.71	-24.23
Chemung Canal Trust Co	5,949	9,252	206.33	15,201	255.71	-39.14
Holland Advisory Services, Inc.	5,224	1,869	206.53	7,093	255.75	-73.65
Cambridge Investment Research Advisors, Inc.	4,318	40,172	206.31	44,490	255.74	-9.71
Riverbridge Partners Llc	2,863	4,407	206.26	7,270	255.71	-39.38
Parkside Financial Bank & Trust	1,918	12,744	206.29	14,662	255.76	-13.08
Arcadia Investment Management Corp/mi	1,459	501	205.59	1,960	255.61	-74.44
Pinnacle Bancorp, Inc.	1,350	100	210.00	1,450	255.86	-93.10
QED - IQ Hedge Event-Driven Tracker ETF	1,272	1,109	224.53	2,381	253.67	-53.42
Wipfli Financial Advisors Llc,	1,256	30,121	206.30	31,377	255.76	-4.00
Mechanics Bank Trust Department	1,052	27,786	206.29	28,838	255.74	-3.65
Brookstone Capital Management	1,000	3,433	216.43	4,433	243.85	-22.56
Domani Wealth, LLC	883	1,341	206.56	2,224	255.85	-39.70
Money Concepts Capital Corp	769	35	200.00	804	256.22	-95.65
Lakeview Capital Partners, LLC	655	650	206.15	1,305	255.94	-50.19

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 1 New Institutes added Short Position

Name
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class

Recent Quarter 7 Previous Institutes closed Put Positions

Name	Previous Puts
Otter Creek Advisors, LLC	0
Marshall Wace, Llp	0
Indaba Capital Management, L.P.	0
Scopus Asset Management, L.p.	0
Crawford Lake Capital Management, LLC	0
Armor Advisors, L.l.c.	0
Waratah Capital Advisors Ltd.	0

Recent Quarter 2 Previous Institutes closed Call Positions

Name	Previous Calls
Westpark Management, LLC	200
Wolverine Trading, Llc	0

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 1 Institutes Increased Short Positions

Name
OTTRX - Otter Creek Long/Short Opportunity Fund Institutional Class

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 1 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease
Paladin Advisory Group, LLC	19	1,325	1,344	-1.41

Recent Quarter 1 Institutes Reduced Short Positions

Name
SPEDX - Alger Dynamic Opportunities Fund Class A

Past Week Analysis

Past Week 6 New Institutes added position

Name	Shares	PPS
All Season Financial Advisors, Inc.	3,052	206.42
Caerus Investment Advisors, LLC	1,775	206.20
Heritage Financial Services, LLC	690	205.80
Endurance Wealth Management, Inc.	27	222.22
Steward Financial Group LLC	15	200.00
Morton Brown Family Wealth, LLC	9	222.22

Past Week 7 Institutes closed out their positions

Name	Shares	PPS
SOL Capital Management CO	905	255.25
Gemmer Asset Management LLC	37	243.24
Hnp Capital Llc	39,935	255.74
Stratos Wealth Advisors, LLC	1,047	255.97
Asset Dedication, LLC	137	255.47
Evensky & Katz LLC	44	250.00
PSI Advisors, LLC	7	285.71

Past Week 84 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Commonwealth Equity Services, Llc	593,692	206.31	572,451	255.75
Truist Financial Corp	211,119	206.31	227,699	255.75
Brinker Capital Investments, LLC	144,484	206.31	152,454	255.75
Wealth Enhancement Advisory Services, Llc	117,530	216.31	112,350	261.00
Avantax Planning Partners, Inc.	93,337	206.31	71,437	255.75
MAI Capital Management	84,982	206.31	68,502	255.74
VAUGHAN & Co SECURITIES, INC.	68,429	0.20	65,085	0.26
WoodTrust Financial Corp	68,272	206.31	63,287	255.76
RTD Financial Advisors, Inc.	47,469	206.30	41,961	255.76
Courier Capital Llc	40,669	206.30	39,935	255.74
Bishop & Co Investment Management, LLC	28,623	206.30	25,796	255.74
Ami Asset Management Corp	22,449	206.29	1,422	255.98
Welch & Forbes Llc	22,042	206.29	22,067	255.77
Crescent Grove Advisors, LLC	20,910	206.31	21,202	255.73
Rodgers & Associates, LTD	19,785	206.32	19,512	255.74
Relyea Zuckerberg Hanson LLC	18,568	206.32	16,748	249.22
Harbor Investment Advisory, Llc	15,784	206.28	15,948	255.77
Provident Wealth Management, LLC	15,623	206.30	14,676	255.72
Round Table Services, LLC	12,817	206.29	11,365	255.79
First Hawaiian Bank	10,874	206.36	10,874	255.75
Mv Capital Management, Inc.	10,221	206.34	9,675	255.71
Great Valley Advisor Group, Inc.	9,675	206.30	9,607	285.42
Umb Bank N A/mo	8,269	206.31	8,570	255.78
Geneos Wealth Management Inc.	7,768	208.03	7,849	255.70
Cornerstone Wealth Advisors, Inc.	7,577	206.28	7,127	255.79
Stratos Wealth Partners, LTD.	6,166	206.29	5,951	255.76
Carlson Capital Management	5,783	206.29	5,783	255.75
Legacy Bridge, LLC	4,988	206.30	5,613	255.83
Occidental Asset Management, LLC	3,964	206.36	3,286	255.63
Cadence Bank Na	3,713	206.30	3,707	255.73
Avenue 1 Advisors, LLC	3,522	206.42	2,284	255.69
Keudell/Morrison Wealth Management	3,400	206.18	3,400	255.88
First National Bank Sioux Falls	3,159	206.39	3,159	255.78
Chicago Capital, LLC	3,056	206.15	3,086	255.67
Wesbanco Bank Inc	2,941	206.39	3,193	255.87
Accredited Investors Inc.	2,842	206.19	2,877	255.82
Gables Capital Management Inc.	2,575	206.21	2,575	255.92
Hollencrest Capital Management	2,566	206.16	2,875	255.65
Wealthfront Advisers Llc	2,376	206.23	1,559	255.93
Western Wealth Management, LLC	2,310	205.63	2,252	255.77
PBMares Wealth Management LLC	1,989	206.13	2,091	255.86
Genesee Capital Advisors, LLC	1,840	206.52	1,840	255.98
Harel Insurance Investments & Financial Services Ltd.	1,800	206.11	1,800	255.56
Savant Capital, LLC	1,753	206.50	1,728	255.79
Spire Wealth Management	1,711	206.31	1,874	255.60
Stegner Investment Associates Inc.	1,679	206.08	2,026	255.68
Granite Investment Partners, LLC	1,540	206.49	30	266.67
Sequoia Financial Advisors, LLC	1,539	205.98	1,581	255.53
Clearwater Capital Advisors, LLC	1,495	206.02	1,525	255.74
Galvin, Gaustad & Stein, LLC	1,475	206.10	991	255.30
Willner & Heller, Llc	1,389	206.62	1,387	292.72
Cahaba Wealth Management, Inc.	1,255	205.58	1,289	224.20
Wedbush Securities Inc	1,162	206.54	1,193	255.66
Thompson Siegel & Walmsley Llc	1,122	205.88	1,122	255.79
Windward Private Wealth Management Inc.	1,106	206.15	795	255.35
Harbour Capital Advisors, LLC	1,095	206.39	1,095	255.71
Cornell Pochily Investment Advisors, Inc.	1,082	206.10	1,082	256.01
Icon Wealth Partners, LLC	1,071	206.35	1,096	255.47
TFG Advisers LLC	1,055	206.64	1,066	256.10
Mitchell Mcleod Pugh & Williams Inc	1,050	206.67	1,050	256.19
Trust Co Of Vermont	847	206.61	847	256.20
Element Wealth, LLC	690	205.80	690	255.07
Sandy Spring Bank	683	206.44	683	256.22
Lakeview Capital Partners, LLC	650	206.15	1,305	255.94
Rice Partnership, LLC	610	206.56	610	255.74
Arcadia Investment Management Corp/mi	501	205.59	1,960	255.61
North Star Investment Management Corp.	210	204.76	210	257.14
Ellevest, Inc.	198	207.07	68	250.00
Canton Hathaway, LLC	185	205.41	185	254.05
Bogart Wealth, LLC	175	205.71	175	257.14
SYM FINANCIAL Corp	138	210.14	138	253.62
TCI Wealth Advisors, Inc.	100	210.00	100	260.00
Enterprise Trust & Investment Co	100	210.00	150	253.33
Capital Investment Advisory Services, LLC	82	207.32	82	256.10
Hanson & Doremus Investment Management	79	202.53	79	253.16
JNBA Financial Advisors	62	209.68	62	258.06
GPS Wealth Strategies Group, LLC	52	211.54	52	250.00
Money Concepts Capital Corp	35	200.00	804	256.22
Investors Research Corp	33	212.12	33	242.42
Carolina Wealth Advisors, LLC	27	222.22	27	259.26
Annapolis Financial Services, LLC	25	200.00	25	240.00
Hexagon Capital Partners LLC	22	227.27	22	272.73
Ballast Advisors Llc	20	200.00	20	250.00
PrairieView Partners, LLC	16	187.50	16	250.00

Past Week 3 Institutes averaged Up

Name	Current Shares	Current PPS
Sawtooth Solutions, LLC	15,796	206.32
Paragon Capital Management Ltd	2,481	206.37
Lehman & Derafelo Financial Resources LLC	251	207.17

Past Week 32 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Avantax Planning Partners, Inc.	21,900	93,337	206.31	71,437	255.75	30.66
Commonwealth Equity Services, Llc	21,241	593,692	206.31	572,451	255.75	3.71
Ami Asset Management Corp	21,027	22,449	206.29	1,422	255.98	1478.69
MAI Capital Management	16,480	84,982	206.31	68,502	255.74	24.06
Sawtooth Solutions, LLC	15,796	15,796	206.32	0		0.00
RTD Financial Advisors, Inc.	5,508	47,469	206.30	41,961	255.76	13.13
Wealth Enhancement Advisory Services, Llc	5,180	117,530	216.31	112,350	261.00	4.61
WoodTrust Financial Corp	4,985	68,272	206.31	63,287	255.76	7.88
VAUGHAN & Co SECURITIES, INC.	3,344	68,429	0.20	65,085	0.26	5.14
Bishop & Co Investment Management, LLC	2,827	28,623	206.30	25,796	255.74	10.96
Paragon Capital Management Ltd	2,481	2,481	206.37	0		0.00
Relyea Zuckerberg Hanson LLC	1,820	18,568	206.32	16,748	249.22	10.87
Granite Investment Partners, LLC	1,510	1,540	206.49	30	266.67	5033.33
Round Table Services, LLC	1,452	12,817	206.29	11,365	255.79	12.78
Avenue 1 Advisors, LLC	1,238	3,522	206.42	2,284	255.69	54.20
Provident Wealth Management, LLC	947	15,623	206.30	14,676	255.72	6.45
Wealthfront Advisers Llc	817	2,376	206.23	1,559	255.93	52.41
Courier Capital Llc	734	40,669	206.30	39,935	255.74	1.84
Occidental Asset Management, LLC	678	3,964	206.36	3,286	255.63	20.63
Mv Capital Management, Inc.	546	10,221	206.34	9,675	255.71	5.64
Galvin, Gaustad & Stein, LLC	484	1,475	206.10	991	255.30	48.84
Cornerstone Wealth Advisors, Inc.	450	7,577	206.28	7,127	255.79	6.31
Windward Private Wealth Management Inc.	311	1,106	206.15	795	255.35	39.12
Rodgers & Associates, LTD	273	19,785	206.32	19,512	255.74	1.40
Lehman & Derafelo Financial Resources LLC	251	251	207.17	0		0.00
Stratos Wealth Partners, LTD.	215	6,166	206.29	5,951	255.76	3.61
Ellevest, Inc.	130	198	207.07	68	250.00	191.18
Great Valley Advisor Group, Inc.	68	9,675	206.30	9,607	285.42	0.71
Western Wealth Management, LLC	58	2,310	205.63	2,252	255.77	2.58
Savant Capital, LLC	25	1,753	206.50	1,728	255.79	1.45
Cadence Bank Na	6	3,713	206.30	3,707	255.73	0.16
Willner & Heller, Llc	2	1,389	206.62	1,387	292.72	0.14

Past Week 25 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Truist Financial Corp	16,580	211,119	206.31	227,699	255.75	-7.28
Brinker Capital Investments, LLC	7,970	144,484	206.31	152,454	255.75	-5.23
Arcadia Investment Management Corp/mi	1,459	501	205.59	1,960	255.61	-74.44
Money Concepts Capital Corp	769	35	200.00	804	256.22	-95.65
Lakeview Capital Partners, LLC	655	650	206.15	1,305	255.94	-50.19
Legacy Bridge, LLC	625	4,988	206.30	5,613	255.83	-11.13
Stegner Investment Associates Inc.	347	1,679	206.08	2,026	255.68	-17.13
Hollencrest Capital Management	309	2,566	206.16	2,875	255.65	-10.75
Umb Bank N A/mo	301	8,269	206.31	8,570	255.78	-3.51
Crescent Grove Advisors, LLC	292	20,910	206.31	21,202	255.73	-1.38
Wesbanco Bank Inc	252	2,941	206.39	3,193	255.87	-7.89
Harbor Investment Advisory, Llc	164	15,784	206.28	15,948	255.77	-1.03
Spire Wealth Management	163	1,711	206.31	1,874	255.60	-8.70
PBMares Wealth Management LLC	102	1,989	206.13	2,091	255.86	-4.88
Geneos Wealth Management Inc.	81	7,768	208.03	7,849	255.70	-1.03
Enterprise Trust & Investment Co	50	100	210.00	150	253.33	-33.33
Sequoia Financial Advisors, LLC	42	1,539	205.98	1,581	255.53	-2.66
Accredited Investors Inc.	35	2,842	206.19	2,877	255.82	-1.22
Cahaba Wealth Management, Inc.	34	1,255	205.58	1,289	224.20	-2.64
Wedbush Securities Inc	31	1,162	206.54	1,193	255.66	-2.60
Chicago Capital, LLC	30	3,056	206.15	3,086	255.67	-0.97
Clearwater Capital Advisors, LLC	30	1,495	206.02	1,525	255.74	-1.97
Welch & Forbes Llc	25	22,042	206.29	22,067	255.77	-0.11
Icon Wealth Partners, LLC	25	1,071	206.35	1,096	255.47	-2.28
TFG Advisers LLC	11	1,055	206.64	1,066	256.10	-1.03

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