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 1,046 320.00 100.50 101.58
Previous Quarter 1,094 313.00 100.50 102.19

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 2 212 103 1 27 44
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 2 0 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 0 2 0 1 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 1 17 79 1 20 35
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Past Week 0 0 0 0 1 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 51,497 0.00 0.00 0 0.00 0.00
Previous Quarter 51,497 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
Tiaa, Fsb 13,859,226 100.44
Morgan Stanley 9,186,054 100.50
Wells Fargo & Company/mn 8,634,755 100.50
Bank Of America Corp /de/ 7,124,815 100.50
Pnc Financial Services Group, Inc. 3,625,936 100.50
Jones Financial Companies Lllp 3,203,726 99.67
UBS Group AG 2,614,428 100.50
Commonwealth Equity Services, Llc 2,536,075 100.50
Envestnet Asset Management Inc 2,261,249 100.50
Commerce Bank 2,219,090 100.50
American Family Insurance Mutual Holding Co 1,873,472 100.50
Ameriprise Financial Inc 1,709,205 100.49
Fmr Llc 1,506,784 100.50
LPL Financial LLC 1,492,993 100.50
Synovus Financial Corp 1,489,767 100.50
Us Bancorp \de\ 1,447,558 100.50
Goldman Sachs Group Inc 1,331,138 100.50
Bnp Paribas Arbitrage, Sa 1,317,820 100.50
Truist Financial Corp 1,247,604 100.50
CIBC Private Wealth Group, LLC 939,430 100.50

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
Tiaa, Fsb 13,859,226 100.44
Morgan Stanley 9,186,054 100.50
Wells Fargo & Company/mn 8,634,755 100.50
Bank Of America Corp /de/ 7,124,815 100.50
Pnc Financial Services Group, Inc. 3,625,936 100.50
Jones Financial Companies Lllp 3,203,726 99.67
UBS Group AG 2,614,428 100.50
Commonwealth Equity Services, Llc 2,536,075 100.50
Envestnet Asset Management Inc 2,261,249 100.50
Commerce Bank 2,219,090 100.50
American Family Insurance Mutual Holding Co 1,873,472 100.50
Ameriprise Financial Inc 1,709,205 100.49
Fmr Llc 1,506,784 100.50
LPL Financial LLC 1,492,993 100.50
Synovus Financial Corp 1,489,767 100.50
Us Bancorp \de\ 1,447,558 100.50
Goldman Sachs Group Inc 1,331,138 100.50
Bnp Paribas Arbitrage, Sa 1,317,820 100.50
Truist Financial Corp 1,247,604 100.50
CIBC Private Wealth Group, LLC 939,430 100.50

 

Recent Quarter Analysis

Name Shares PPS
Orgel Wealth Management, LLC 6,348 79.24
Signify Wealth 0
Name Shares PPS
Goldman Sachs Group Inc 1,331,138 100.50
OWSMX - Old Westbury Small & Mid Cap Strategies Fund 213,600 120.07
Paragon Wealth Strategies, LLC 37,236 100.49
Spotlight Asset Group, Inc. 34,227 112.08
Cutler Group LP 32,200 0.78
Ameritas Investment Corp 25,633 0.12
CAMG Solamere Management, LLC 23,174 112.11
Bbva Usa 16,348 112.06
Berman Capital Advisors, LLC 11,024 112.03
Paladin Advisory Group, LLC 7,417 101.12
Parallel Advisors, LLC 5,892 102.00
Carnegie Capital Asset Management, LLC 4,787 100.48
Homrich & Berg 4,300 112.09
IFP Advisors, Inc 3,913 115.77
Bft Financial Group, Llc 3,257 100.40
Domani Wealth, LLC 3,105 100.48
Carroll Financial Associates, Inc. 2,962 116.14
Rinet Co LLC 2,855 112.08
Flagship Harbor Advisors, Llc 2,622 100.31
YHB Investment Advisors, Inc. 2,508 100.48
Harborview Advisors, LLC 2,500 112.00
Insight Wealth Strategies, LLC 2,451 100.37
Keystone Wealth Services, LLC 2,394 100.67
Investmark Advisory Group LLC 2,385 100.21
Mid Atlantic Financial Management Inc/adv 2,364 112.10
Capital Advisors Inc/ok 2,318 100.52
Old Dominion Capital Management Inc 2,286 111.99
Evanson Asset Management, LLC 2,278 100.53
Hochman Cole Investment Advisors, Inc. 2,210 112.22
Advisory Alpha, LLC 2,169 100.51
Arden Trust Co 2,136 100.19
Smith Chas P & Associates Pa Cpas 2,109 100.52
PDS Planning, Inc 2,085 100.72
RWM Asset Management, LLC 1,258 100.16
Security National Trust Co 780 114.10
Sonora Investment Management, LLC 722 112.19
Prentice Wealth Management LLC 720 112.50
Koshinski Asset Management, Inc. 364 101.65
Future Financial Wealth Managment LLC 300 100.00
Heritage Wealth Management, Llc 32 125.00
Rosenberg Matthew Hamilton 20 100.00
Enterprise Financial Services Corp
One Day In July LLC
Permanens Capital L.P.
QCM Cayman, Ltd.
Macroview Investment Management Llc
Paradigm, Strategies in Wealth Management, LLC
Truadvice, LLC
Strong Tower Advisory Services
Td Asset Management Inc
Hilltop Holdings Inc.
Marino, Stram & Associates Llc
Ferris Capital, Llc
Lake Street Advisors Group, Llc
RHS Financial, LLC
Altshuler Shaham Ltd
McGinn Investment Management, Inc.
Strategic Blueprint, LLC
Snowden Capital Advisors LLC
Empowered Funds, LLC
Balentine LLC
Shelton Capital Management
CHURCHILL MANAGEMENT Corp
CoreCap Advisors, LLC
Rather & Kittrell, Inc.
BOK Financial Private Wealth, Inc.
Clear Creek Financial Management, LLC
Hillman Capital Management, Inc.
Dakota Wealth Management
Cary Street Partner Investment Advisory Llc
Renaissance Investment Group LLC
Neuberger Berman Group LLC
Eagle Bay Advisors LLC
Activest Wealth Management
Harfst & Associates, Inc.
Y-Intercept (Hong Kong) Ltd
Trust Co Of Vermont
Coury Firm Asset Management LLC
Townsquare Capital Llc
Estate Counselors, LLC
Midwest Professional Planners, LTD.
Lebenthal Global Advisors, LLC
Bank Of Nova Scotia
Chevy Chase Trust Holdings, Inc.
Arete Wealth Advisors, LLC
United Asset Strategies, Inc.
All Season Financial Advisors, Inc.
StoneX Group Inc.
Jennison Associates Llc
Aprio Wealth Management, LLC
N.E.W. Advisory Services LLC
Vectors Research Management, LLC
Huntington National Bank
Perennial Advisors, LLC
Beacon Financial Advisory LLC
Absolute Capital Management, LLC
Neumann Capital Management, LLC
Two Sigma Advisers, Lp
Better Money Decisions, LLC
Sovereign Financial Group, Inc.
Kore Private Wealth LLC
Capital Financial Planning, LLC
C2C Wealth Management, LLC
Smart Portfolios, LLC
Plancorp, LLC
Inscription Capital, LLC
Dumont & Blake Investment Advisors Llc
Richwood Investment Advisors, LLC
Jacobi Capital Management LLC
Canal Capital Management, LLC
Macquarie Group Ltd
Fairhaven Wealth Management, LLC
Vigilant Capital Management, LLC
Allegheny Financial Group LTD
CastleArk Alternatives, LLC
Autus Asset Management, LLC
Red Door Wealth Management, LLC
Steel Peak Wealth Management LLC
Peterson Financial Group, Inc.
Journey Strategic Wealth Llc
IAG Wealth Partners, LLC
Nuveen Asset Management, LLC
Wsfs Capital Management, Llc
Paragon Capital Management Ltd
Fayez Sarofim & Co
Resource Planning Group
Sterling Financial Planning, Inc.
Whitener Capital Management, Inc.
Portland Global Advisors LLC
Abbrea Capital, LLC
Buffington Mohr McNeal
Dowling & Yahnke Llc
Lindbrook Capital, Llc
Signify Wealth
Csenge Advisory Group
EPIQ Capital Group, LLC
Fisher Asset Management, LLC
Marks Group Wealth Management, Inc
King Luther Capital Management Corp
High Pointe Capital Management Llc
First Command Advisory Services, Inc.
Pacific Center for Financial Services
Northwest Wealth Management, Llc
Opal Wealth Advisors, LLC
Merriman Wealth Management, LLC
Westfield Capital Management Co Lp
Okabena Investment Services Inc
Wedmont Private Capital
Windsor Capital Management, LLC
Dana Investment Advisors, Inc.
Renaissance Technologies Llc
Mengis Capital Management, Inc.
CX Institutional
L & S Advisors Inc
Princeton Global Asset Management LLC
CenterStar Asset Management, LLC
New World Advisors LLC
CMC Financial Group
Consolidated Planning Corp
Monticello Wealth Management, Llc
Little House Capital Llc
Stonebridge Financial Planning Group, LLC
Financial Sense Advisors, Inc.
Thompson Davis & Co., Inc.
GFG Capital, LLC
Community Bank, N.A.
Confluence Wealth Services, Inc.
Amplius Wealth Advisors, LLC
Credit Suisse Ag/
International Assets Investment Management, Llc
Klaas Financial Asset Advisors, LLC
Delta Asset Management Llc/tn
Spectrum Management Group, LLC
Total Clarity Wealth Management, Inc.
Wealthcare Advisory Partners LLC
True North Advisors, LLC
AlphaCore Capital LLC
Cornerstone Advisory, LLC
Gerber Kawasaki Wealth & Investment Management
Chilton Capital Management Llc
Fifth Third Securities, Inc.
Cobblestone Capital Advisors Llc /ny/
Balasa Dinverno & Foltz Llc
Kb Financial Partners, Llc
Phoenix Wealth Advisors
Assetmark, Inc
Oppenheimer Asset Management Inc.
Mather Group, Llc.
Great Diamond Partners, LLC
Trust Co Of Virginia /va
Welch & Forbes Llc
Level Four Advisory Services, Llc
Torray Llc
Trexquant Investment LP
WFA of San Diego, LLC
Kcm Investment Advisors Llc
Berkshire Asset Management Llc/pa
PBMares Wealth Management LLC
Aurora Private Wealth, Inc.
Guidance Point Advisors, LLC
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Qube Research & Technologies Ltd
Horizon Investment Services, LLC
Financial Enhancement Group LLC
Islet Management, LP
LVW Advisors, LLC
Insight Advisors, LLC/ PA
Signify Wealth
Corundum Group, Inc.
Nomura Holdings Inc
Telemus Capital, Llc
Moloney Securities Asset Management, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Stephens Group Asset Management, Llc 484,155 81.50 430,941 100.50
Cambridge Investment Research Advisors, Inc. 342,192 79.22 363,101 100.50
Krilogy Financial LLC 286,963 79.22 259,190 100.50
Cedar Mountain Advisors, LLC 272,838 79.22 272,818 100.50
LBJ Family Wealth Advisors, Ltd. 156,342 79.22 157,692 96.50
Private Advisor Group, LLC 155,540 79.21 162,698 100.50
Connecticut Wealth Management, LLC 101,038 79.22 100,901 100.50
Mechanics Bank Trust Department 78,399 79.22 58,081 100.50
Polaris Wealth Advisory Group, LLC 76,371 79.22 77,876 98.61
Berkshire Bank 69,506 79.22 97,003 100.49
Sequent Asset Management, LLC 67,320 79.22 67,320 100.51
Kmg Fiduciary Partners, Llc 63,362 79.23 66,650 100.50
Foundations Investment Advisors, LLC 58,428 81.26 54,106 96.55
Platte River Wealth Advisors, LLC 57,346 79.22 57,401 100.50
Ford Financial Group, LLC 56,750 79.21 71,204 100.49
McKinley Carter Wealth Services, Inc. 56,522 79.23 82,631 100.49
PHASX - MidCap Growth Fund III R-1 40,600 89.19 25,000 100.32
Parsec Financial Management, Inc. 40,265 79.23 41,326 100.49
McAdam, LLC 35,492 79.23 26,938 100.49
EisnerAmper Wealth Management Corporate Benefits, LLC 32,204 79.21 30,926 100.50
Name Current Shares Current PPS Previous Shares Previous PPS
Atlas Brown,Inc. 41,482 79.22 41,253 52.02
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Stephens Group Asset Management, Llc 53,214 484,155 81.50 430,941 100.50 12.35
Krilogy Financial LLC 27,773 286,963 79.22 259,190 100.50 10.72
Mechanics Bank Trust Department 20,318 78,399 79.22 58,081 100.50 34.98
PHASX - MidCap Growth Fund III R-1 15,600 40,600 89.19 25,000 100.32 62.40
McAdam, LLC 8,554 35,492 79.23 26,938 100.49 31.75
Orion Portfolio Solutions, LLC 5,876 20,059 79.22 14,183 100.47 41.43
Adviser Investments LLC 5,375 7,864 79.22 2,489 100.44 215.95
Foundations Investment Advisors, LLC 4,322 58,428 81.26 54,106 96.55 7.99
Pure Financial Advisors, Inc. 3,318 6,050 79.17 2,732 100.66 121.45
Intergy Private Wealth, LLC 2,751 12,613 79.20 9,862 100.49 27.89
Dentgroup LLC 2,534 15,753 79.22 13,219 100.54 19.17
BT Wealth Management LLC 2,100 4,650 80.43 2,550 100.39 82.35
EisnerAmper Wealth Management Corporate Benefits, LLC 1,278 32,204 79.21 30,926 100.50 4.13
Arkadios Wealth Advisors 881 5,284 4,403 20.01
Stephenson National Bank & Trust 701 6,530 79.17 5,829 100.53 12.03
Global Trust Asset Management, LLC 424 17,625 79.21 17,201 100.52 2.46
Gradient Investments LLC 332 584 78.77 252 99.21 131.75
Covington Capital Management 282 672 78.87 390 100.00 72.31
Atlas Brown,Inc. 229 41,482 79.22 41,253 52.02 0.56
Tsfg, Llc 144 21,642 79.20 21,498 100.52 0.67
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Berkshire Bank 27,497 69,506 79.22 97,003 100.49 -28.35
McKinley Carter Wealth Services, Inc. 26,109 56,522 79.23 82,631 100.49 -31.60
Cambridge Investment Research Advisors, Inc. 20,909 342,192 79.22 363,101 100.50 -5.76
Holland Advisory Services, Inc. 16,286 16,276 79.20 32,562 100.49 -50.02
Ford Financial Group, LLC 14,454 56,750 79.21 71,204 100.49 -20.30
Taylor & Morgan Wealth Management, LLC 12,105 10,802 79.24 22,907 100.49 -52.84
Private Advisor Group, LLC 7,158 155,540 79.21 162,698 100.50 -4.40
Pinnacle Private Wealth, LLC 4,155 24,569 79.21 28,724 100.51 -14.47
Kmg Fiduciary Partners, Llc 3,288 63,362 79.23 66,650 100.50 -4.93
Allworth Financial LP 2,002 13,817 79.25 15,819 100.51 -12.66
Karp Capital Management Corp 1,792 10,109 79.24 11,901 100.50 -15.06
Polaris Wealth Advisory Group, LLC 1,505 76,371 79.22 77,876 98.61 -1.93
YorkBridge Wealth Partners, LLC 1,367 6,378 79.18 7,745 100.45 -17.65
LBJ Family Wealth Advisors, Ltd. 1,350 156,342 79.22 157,692 96.50 -0.86
Affiance Financial, LLC 1,300 1,874 78.98 3,174 100.50 -40.96
Parsec Financial Management, Inc. 1,061 40,265 79.23 41,326 100.49 -2.57
Brookstone Capital Management 747 13,561 83.03 14,308 96.52 -5.22
Massmutual Trust Co Fsb/adv 726 2,264 2,990 -24.28
Miracle Mile Advisors, LLC 697 4,462 79.34 5,159 100.41 -13.51
Global Retirement Partners, LLC 623 9,683 79.21 10,306 80.05 -6.05
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Nomura Holdings Inc 0
Islet Management, LP 0
Name Previous Calls
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
SPEDX - Alger Dynamic Opportunities Fund Class A
SPECX - Alger Spectra Fund Class A
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Paladin Advisory Group, LLC 3,751 3,666 7,417 -50.57
Name

Past Week Analysis

Name Shares PPS
Orgel Wealth Management, LLC 6,348 79.24
Name Shares PPS
Capital Advisors Inc/ok 2,318 100.52
RWM Asset Management, LLC 1,258 100.16
Carnegie Capital Asset Management, LLC 4,787 100.48
Investmark Advisory Group LLC 2,385 100.21
Evanson Asset Management, LLC 2,278 100.53
YHB Investment Advisors, Inc. 2,508 100.48
Arden Trust Co 2,136 100.19
PDS Planning, Inc 2,085 100.72
Paragon Wealth Strategies, LLC 37,236 100.49
Flagship Harbor Advisors, Llc 2,622 100.31
Domani Wealth, LLC 3,105 100.48
Smith Chas P & Associates Pa Cpas 2,109 100.52
Advisory Alpha, LLC 2,169 100.51
Rosenberg Matthew Hamilton 20 100.00
Bft Financial Group, Llc 3,257 100.40
Keystone Wealth Services, LLC 2,394 100.67
Koshinski Asset Management, Inc. 364 101.65
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 342,192 79.22 363,101 100.50
Krilogy Financial LLC 286,963 79.22 259,190 100.50
Cedar Mountain Advisors, LLC 272,838 79.22 272,818 100.50
Private Advisor Group, LLC 155,540 79.21 162,698 100.50
Connecticut Wealth Management, LLC 101,038 79.22 100,901 100.50
Mechanics Bank Trust Department 78,399 79.22 58,081 100.50
Polaris Wealth Advisory Group, LLC 76,371 79.22 77,876 98.61
Berkshire Bank 69,506 79.22 97,003 100.49
Kmg Fiduciary Partners, Llc 63,362 79.23 66,650 100.50
Ford Financial Group, LLC 56,750 79.21 71,204 100.49
McKinley Carter Wealth Services, Inc. 56,522 79.23 82,631 100.49
McAdam, LLC 35,492 79.23 26,938 100.49
IMS Capital Management 28,831 79.22 28,871 100.52
Amarillo National Bank 25,354 79.20 25,529 100.47
Pinnacle Private Wealth, LLC 24,569 79.21 28,724 100.51
Tsfg, Llc 21,642 79.20 21,498 100.52
Orion Portfolio Solutions, LLC 20,059 79.22 14,183 100.47
Global Trust Asset Management, LLC 17,625 79.21 17,201 100.52
Prism Advisors, Inc. 16,974 79.24 16,974 100.51
Holland Advisory Services, Inc. 16,276 79.20 32,562 100.49
Highland Capital Management, Llc 15,825 79.24 16,322 100.48
Dentgroup LLC 15,753 79.22 13,219 100.54
Atticus Wealth Management, Llc 15,473 79.23 15,603 100.49
Allworth Financial LP 13,817 79.25 15,819 100.51
Brookstone Capital Management 13,561 83.03 14,308 96.52
Intergy Private Wealth, LLC 12,613 79.20 9,862 100.49
Murphy Capital Management Inc 11,579 79.20 11,785 100.47
Wealth Management Partners, LLC 11,000 79.09 11,000 102.36
Karp Capital Management Corp 10,109 79.24 11,901 100.50
Global Retirement Partners, LLC 9,683 79.21 10,306 80.05
Raymond James Trust N.a. 8,550 79.18 9,151 100.43
Adviser Investments LLC 7,864 79.22 2,489 100.44
Revolve Wealth Partners, LLC 7,615 79.19 7,698 100.55
Btr Capital Management Inc 6,612 79.25 7,212 100.53
Stephenson National Bank & Trust 6,530 79.17 5,829 100.53
YorkBridge Wealth Partners, LLC 6,378 79.18 7,745 100.45
Cooper Financial Group 6,220 79.26 6,216 100.55
Rockland Trust Co 5,977 79.14 5,873 100.46
StrongBox Wealth, LLC 4,697 79.20 4,855 100.51
BT Wealth Management LLC 4,650 80.43 2,550 100.39
Miracle Mile Advisors, LLC 4,462 79.34 5,159 100.41
Transcend Wealth Collective, Llc 4,188 79.27 4,245 100.59
Vista Wealth Management Group, LLC 4,000 80.25 4,000 100.50
McNaughton Wealth Management, LLC 3,811 79.24 4,141 100.46
ACG Wealth 3,759 79.28 3,759 100.56
Ullmann Financial Group, Inc. 3,612 79.18 3,612 100.50
HFG Advisors, Inc. 3,600 79.17 3,600 100.56
Financial Management Network Inc 3,040 80.26 3,040 102.63
Carlton Hofferkamp & Jenks Wealth Management, LLC 3,038 82.95 3,066 97.85
Perfromance Wealth Partners, LLC 2,980 79.19 2,980 100.34
HB Wealth Management, LLC 2,940 79.25 2,940 100.34
Regent Investment Management LLC 2,900 79.31 2,900 100.34
David J Yvars Group 2,876 79.28 2,876 101.88
Ccg Wealth Management, Llc 2,865 79.23 2,865 100.52
First Financial Corp /in/ 2,835 79.37 3,018 100.40
Meadow Creek Wealth Advisors Llc 2,598 79.29 2,598 100.46
Ignite Planners, LLC 2,570 83.27 2,570 92.22
Parkside Financial Bank & Trust 2,479 79.06 3,096 100.45
West Bancorporation Inc 2,281 79.35 2,582 100.31
Affiance Financial, LLC 1,874 78.98 3,174 100.50
Sound Income Strategies, LLC 1,759 79.02 1,853 100.38
Sugarloaf Wealth Management, LLC 1,668 79.14 1,668 100.72
Acropolis Investment Management, LLC 1,568 79.08 1,722 100.46
SOA Wealth Advisors, LLC. 1,398 78.68 1,397 100.21
Webster Bank, N. A. 750 78.67 750 100.00
Pinnacle Bancorp, Inc. 683 79.06 683 101.02
Gleason Group, Inc. 630 79.37 615 100.81
Tompkins Financial Corp 600 80.00 600 100.00
Gradient Investments LLC 584 78.77 252 99.21
Optimum Investment Advisors 352 79.55 352 99.43
American National Bank 300 80.00 300 100.00
Mascoma Wealth Management LLC 248 80.65 248 100.81
Wolff Wiese Magana Llc 218 77.98 218 100.92
RGT Wealth Advisors, LLC 212 80.19 212 99.06
Norway Savings Bank 170 76.47 170 100.00
Sargent Bickham Lagudis LLC 132 75.76 132 98.48
Newbridge Financial Services Group, Inc. 119 75.63 138 101.45
Burleson & Company, LLC 90 77.78 121 99.17
Dividend Asset Capital, Llc 68 73.53 68 102.94
Name Current Shares Current PPS Previous Shares Previous PPS
Atlas Brown,Inc. 41,482 79.22 41,253 52.02
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Krilogy Financial LLC 27,773 286,963 79.22 259,190 100.50 10.72
Mechanics Bank Trust Department 20,318 78,399 79.22 58,081 100.50 34.98
McAdam, LLC 8,554 35,492 79.23 26,938 100.49 31.75
Orion Portfolio Solutions, LLC 5,876 20,059 79.22 14,183 100.47 41.43
Adviser Investments LLC 5,375 7,864 79.22 2,489 100.44 215.95
Intergy Private Wealth, LLC 2,751 12,613 79.20 9,862 100.49 27.89
Dentgroup LLC 2,534 15,753 79.22 13,219 100.54 19.17
BT Wealth Management LLC 2,100 4,650 80.43 2,550 100.39 82.35
Arkadios Wealth Advisors 881 5,284 4,403 20.01
Stephenson National Bank & Trust 701 6,530 79.17 5,829 100.53 12.03
Global Trust Asset Management, LLC 424 17,625 79.21 17,201 100.52 2.46
Gradient Investments LLC 332 584 78.77 252 99.21 131.75
Atlas Brown,Inc. 229 41,482 79.22 41,253 52.02 0.56
Tsfg, Llc 144 21,642 79.20 21,498 100.52 0.67
Connecticut Wealth Management, LLC 137 101,038 79.22 100,901 100.50 0.14
Rockland Trust Co 104 5,977 79.14 5,873 100.46 1.77
Cedar Mountain Advisors, LLC 20 272,838 79.22 272,818 100.50 0.01
Gleason Group, Inc. 15 630 79.37 615 100.81 2.44
Cooper Financial Group 4 6,220 79.26 6,216 100.55 0.06
SOA Wealth Advisors, LLC. 1 1,398 78.68 1,397 100.21 0.07
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Berkshire Bank 27,497 69,506 79.22 97,003 100.49 -28.35
McKinley Carter Wealth Services, Inc. 26,109 56,522 79.23 82,631 100.49 -31.60
Cambridge Investment Research Advisors, Inc. 20,909 342,192 79.22 363,101 100.50 -5.76
Holland Advisory Services, Inc. 16,286 16,276 79.20 32,562 100.49 -50.02
Ford Financial Group, LLC 14,454 56,750 79.21 71,204 100.49 -20.30
Private Advisor Group, LLC 7,158 155,540 79.21 162,698 100.50 -4.40
Pinnacle Private Wealth, LLC 4,155 24,569 79.21 28,724 100.51 -14.47
Kmg Fiduciary Partners, Llc 3,288 63,362 79.23 66,650 100.50 -4.93
Allworth Financial LP 2,002 13,817 79.25 15,819 100.51 -12.66
Karp Capital Management Corp 1,792 10,109 79.24 11,901 100.50 -15.06
Polaris Wealth Advisory Group, LLC 1,505 76,371 79.22 77,876 98.61 -1.93
YorkBridge Wealth Partners, LLC 1,367 6,378 79.18 7,745 100.45 -17.65
Affiance Financial, LLC 1,300 1,874 78.98 3,174 100.50 -40.96
Brookstone Capital Management 747 13,561 83.03 14,308 96.52 -5.22
Miracle Mile Advisors, LLC 697 4,462 79.34 5,159 100.41 -13.51
Global Retirement Partners, LLC 623 9,683 79.21 10,306 80.05 -6.05
Parkside Financial Bank & Trust 617 2,479 79.06 3,096 100.45 -19.93
Raymond James Trust N.a. 601 8,550 79.18 9,151 100.43 -6.57
Btr Capital Management Inc 600 6,612 79.25 7,212 100.53 -8.32
Highland Capital Management, Llc 497 15,825 79.24 16,322 100.48 -3.04
McNaughton Wealth Management, LLC 330 3,811 79.24 4,141 100.46 -7.97
West Bancorporation Inc 301 2,281 79.35 2,582 100.31 -11.66
Murphy Capital Management Inc 206 11,579 79.20 11,785 100.47 -1.75
First Financial Corp /in/ 183 2,835 79.37 3,018 100.40 -6.06
Amarillo National Bank 175 25,354 79.20 25,529 100.47 -0.69
StrongBox Wealth, LLC 158 4,697 79.20 4,855 100.51 -3.25
Acropolis Investment Management, LLC 154 1,568 79.08 1,722 100.46 -8.94
Atticus Wealth Management, Llc 130 15,473 79.23 15,603 100.49 -0.83
Sound Income Strategies, LLC 94 1,759 79.02 1,853 100.38 -5.07
Revolve Wealth Partners, LLC 83 7,615 79.19 7,698 100.55 -1.08
Transcend Wealth Collective, Llc 57 4,188 79.27 4,245 100.59 -1.34
IMS Capital Management 40 28,831 79.22 28,871 100.52 -0.14
Burleson & Company, LLC 31 90 77.78 121 99.17 -25.62
Carlton Hofferkamp & Jenks Wealth Management, LLC 28 3,038 82.95 3,066 97.85 -0.91
Newbridge Financial Services Group, Inc. 19 119 75.63 138 101.45 -13.77
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CenterStar Asset Management, LLC 0
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