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 1,229 213.00 78.04 78.28
Previous Quarter 1,282 282.00 78.04 79.79

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 5 171 145 3 55 54
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 0 0 0 0 1
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 4 8 106 2 43 40
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 448,176 0.00 0.00 0 0.00 0.00
Previous Quarter 448,176 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/ 58,189,816 78.04
Wells Fargo & Company/mn 38,759,296 78.04
Us Bancorp \de\ 19,205,011 78.04
Pnc Financial Services Group, Inc. 16,854,271 78.04
Jones Financial Companies Lllp 12,705,097 78.10
Northern Trust Corp 9,018,146 78.04
Bank of New York Mellon Corp 8,391,816 78.04
Envestnet Asset Management Inc 8,069,229 78.04
Baird Financial Group, Inc. 6,913,622 78.04
Morgan Stanley 6,806,995 78.04
Tiaa, Fsb 6,684,090 77.77
Jpmorgan Chase & Co 6,594,088 78.04
UBS Group AG 6,083,058 78.04
Ameriprise Financial Inc 4,082,278 78.12
Truist Financial Corp 4,000,991 78.04
Goldman Sachs Group Inc 3,415,275 78.04
Fifth Third Bancorp 3,178,619 78.04
Fmr Llc 2,216,150 78.04
Veritable, L.P. 2,212,528 78.04
Royal Bank Of Canada 2,041,220 78.04

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/ 58,189,816 78.04
Wells Fargo & Company/mn 38,759,296 78.04
Us Bancorp \de\ 19,205,011 78.04
Pnc Financial Services Group, Inc. 16,854,271 78.04
Jones Financial Companies Lllp 12,705,097 78.10
Northern Trust Corp 9,018,146 78.04
Bank of New York Mellon Corp 8,391,816 78.04
Envestnet Asset Management Inc 8,069,229 78.04
Baird Financial Group, Inc. 6,913,622 78.04
Morgan Stanley 6,806,995 78.04
Tiaa, Fsb 6,684,090 77.77
Jpmorgan Chase & Co 6,594,088 78.04
UBS Group AG 6,083,058 78.04
Ameriprise Financial Inc 4,082,278 78.12
Truist Financial Corp 4,000,991 78.04
Goldman Sachs Group Inc 3,415,275 78.04
Fifth Third Bancorp 3,178,619 78.04
Fmr Llc 2,216,150 78.04
Veritable, L.P. 2,212,528 78.04
Royal Bank Of Canada 2,041,220 78.04

 

Recent Quarter Analysis

Name Shares PPS
Sonata Capital Group Inc 169,957 78.04
Bell Bank 4,601 64.77
Signature Estate & Investment Advisors Llc 4,132 64.62
Oak Asset Management, LLC 3,174 64.59
ACG Wealth 589 64.52
Name Shares PPS
Bbva Usa 1,034,526 78.22
Mid Atlantic Financial Management Inc/adv 395,781 78.22
Sonata Capital Group Inc 169,957 78.04
CAMG Solamere Management, LLC 47,988 78.17
Ameritas Investment Corp 39,282 0.08
Security National Trust Co 36,928 79.24
Bft Financial Group, Llc 35,174 78.04
New England Investment & Retirement Group, Inc. 29,160 78.22
PFM Asset Management LLC 18,933 78.22
Berman Capital Advisors, LLC 17,981 78.19
Parallel Advisors, LLC 14,384 79.12
Hochman Cole Investment Advisors, Inc. 12,295 78.24
Rinet Co LLC 12,178 78.26
IFP Advisors, Inc 10,567 83.37
JTQBX - JPMorgan SmartSpending 2050 Fund Class A 7,756 78.26
Covenant Multifamily Offices, LLC 6,333 78.95
Mercer Capital Advisers, Inc. 6,264 78.22
Homrich & Berg 6,195 78.29
Qci Asset Management Inc/ny 5,481 78.27
Carroll Financial Associates, Inc. 4,963 82.81
Cutler Group LP 4,900 3.88
Blue Zone Wealth Advisors, LLC 4,415 78.14
My Personal CFO, LLC 4,176 78.07
BOK Financial Private Wealth, Inc. 3,994 55.83
Paladin Advisory Group, LLC 3,878 78.39
Cascadia Advisory Services, LLC 3,471 78.36
Ferguson Wellman Capital Management, Inc 3,249 78.18
Engrave Wealth Partners LLC 3,068 77.90
Rothschild Investment Corp /il 3,043 77.88
Eclectic Associates Inc /adv 3,000 78.00
Abner Herrman & Brock Llc 2,980 78.19
Cardan Capital Partners, LLC 2,947 78.38
Sound Income Strategies, LLC 432 78.70
Wealth Quarterback LLC 378
Sonora Investment Management, LLC 320 78.12
Koshinski Asset Management, Inc. 150 80.00
Belvedere Trading LLC
Two Sigma Securities, Llc
Proficio Capital Partners LLC
Ledyard National Bank
AMJ Financial Wealth Management
Astor Investment Management LLC
VELA Funds - VELA Large Cap 130/30 Fund Class I
Personal Wealth Partners
TIAA Kaspick, LLC
Corundum Group, Inc.
Paragon Wealth Strategies, LLC
Elk River Wealth Management, LLC
Garrett Investment Advisors LLC
Lion Street Advisors, LLC
New World Advisors LLC
Sterling Investment Advisors, Ltd.
Independent Family Office, LLC
Hrt Financial Lp
Aveo Capital Partners, LLC
Calton & Associates, Inc.
Marino, Stram & Associates Llc
Eukles Asset Management
Fortis Advisors, LLC
Delos Wealth Advisors, LLC
Ten Capital Wealth Advisors, LLC
Alpha Omega Wealth Management LLC
Inverness Counsel Llc /ny/
Fisher Asset Management, LLC
Financial Insights, Inc.
Cornerstone Advisory, LLC
Wexford Capital Lp
17 Capital Partners, Llc
Mcdaniel Terry & Co
Meadow Creek Wealth Advisors Llc
Phoenix Wealth Advisors
Gries Financial Llc
Argent Capital Management Llc
Norris Perne & French Llp/mi
Leverty Financial Group, LLC
Viridian Ria, Llc
Zevenbergen Capital Investments Llc
Litman Gregory Asset Management LLC
Starboard Value LP
Valtinson Bruner Financial Planning LLC
Wealth Alliance
Iridian Asset Management Llc/ct
CWA Asset Management Group, LLC
Fuller & Thaler Asset Management, Inc.
Barclays Plc
Leelyn Smith, LLC
Ahl Investment Management, Inc.
First Heartland Consultants, Inc.
CFS Investment Advisory Services, LLC
Marshall Financial Group Inc /adv
Chevy Chase Trust Holdings, Inc.
Missouri Trust & Investment Co
StoneX Group Inc.
Parisi Gray Wealth Management
Stratos Wealth Advisors, LLC
Richwood Investment Advisors, LLC
TAP Consulting, LLC
Keystone Financial Group
Vaughan David Investments Inc/il
Systematic Alpha Investments, LLC
Guidance Point Advisors, LLC
Y-Intercept (Hong Kong) Ltd
Norway Savings Bank
Quantbot Technologies LP
Keel Point, LLC
Bbr Partners, Llc
Fure Financial Corp
Values First Advisors, Inc.
Platform Technology Partners
Wells Trecaso Financial Group, LLC
Eubel Brady & Suttman Asset Management Inc
Ford Financial Group, LLC
Advanced Research Investment Solutions, Llc
Summit X, LLC
CX Institutional
Perennial Advisors, LLC
LifePro Asset Management
Gerber Kawasaki Wealth & Investment Management
Edgestream Partners, L.P.
Trexquant Investment LP
Bickling Financial Services, Inc.
ARS Investment Partners, LLC
Personal Cfo Solutions, Llc
CoreCap Advisors, LLC
Bordeaux Wealth Advisors LLC
Nicolet Bankshares Inc
EWG Elevate Inc.
Select Equity Group, L.P.
Truvestments Capital Llc
Chilton Capital Management Llc
Meridian Financial Partners LLC
Martin & Co Inc /tn/
Rather & Kittrell, Inc.
Old North State Trust, LLC
Sterling Financial Planning, Inc.
Better Money Decisions, LLC
Robinson Value Management, Ltd.
Flow Traders U.s. Llc
Tocqueville Asset Management L.p.
Csenge Advisory Group
Renaissance Technologies Llc
Legacy CG, LLC
Allie Family Office LLC
Livingston Group Asset Management CO (operating as Southport Capital Management)
Huntington National Bank
Total Clarity Wealth Management, Inc.
SVB Wealth Advisory, Inc.
Firestone Capital Management
Arete Wealth Advisors, LLC
Chemistry Wealth Management LLC
Institute for Wealth Management, LLC.
Fifth Third Securities, Inc.
IFG Advisory, LLC
Econ Financial Services Corp
Amplius Wealth Advisors, LLC
Confluence Wealth Services, Inc.
Knuff & Co LLC
Kowal Investment Group, LLC
Palumbo Wealth Management LLC
Arkadios Wealth Advisors
GW&K Investment Management, LLC
Aries Wealth Management
Wolverine Trading, Llc
Autus Asset Management, LLC
Lehman & Derafelo Financial Resources LLC
First Command Advisory Services, Inc.
Spectrum Management Group, LLC
RFG Advisory, LLC
Kalos Management, Inc.
Morton Brown Family Wealth, LLC
Andrew Hill Investment Advisors, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Country Trust Bank 1,086,498 0.06 1,051,750 0.08
Cambridge Investment Research Advisors, Inc. 400,472 64.66 393,316 78.04
Stillwater Investment Management, LLC 361,781 64.66 361,781 78.04
Miracle Mile Advisors, LLC 358,006 64.66 394,897 78.04
Amarillo National Bank 299,837 64.66 299,821 78.04
Sigma Investment Counselors Inc 279,806 64.66 254,288 78.04
Private Advisor Group, LLC 268,027 64.66 285,798 78.04
Woodstock Corp 204,106 64.66 203,504 78.04
Gofen & Glossberg Llc /il/ 192,971 64.66 194,267 78.04
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 179,162 71.99 185,811 76.89
Stephenson National Bank & Trust 162,538 64.66 148,961 78.04
Ullmann Financial Group, Inc. 120,741 64.66 111,175 78.04
West Bancorporation Inc 117,645 64.66 111,370 78.04
Raymond James Trust N.a. 114,855 64.66 112,352 78.04
Mountain Capital Investment Advisors, Inc 113,436 66.81 105,435 76.34
Folger Nolan Fleming Douglas Capital Management, Inc 112,360 64.66 112,275 78.04
Schneider Downs Wealth Management Advisors, LP 108,947 64.66 94,650 78.05
Sanders Morris Harris Llc 94,632 65.57 111,994 78.04
Westshore Wealth, LLC 85,279 64.66 79,464 78.04
Fulton Bank, N.a. 82,029 64.66 83,684 78.03
Name Current Shares Current PPS Previous Shares Previous PPS
Ellenbecker Investment Group 26,987 0.07 27,169 0.07
Carnegie Capital Asset Management, LLC 3,539 79.40 4,909 78.02
Gradient Investments LLC 575 64.35 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Country Trust Bank 34,748 1,086,498 0.06 1,051,750 0.08 3.30
Sigma Investment Counselors Inc 25,518 279,806 64.66 254,288 78.04 10.04
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 16,448 30,460 72.00 14,012 76.86 117.39
Schneider Downs Wealth Management Advisors, LP 14,297 108,947 64.66 94,650 78.05 15.11
SOA Wealth Advisors, LLC. 13,821 19,937 64.65 6,116 77.99 225.98
Stephenson National Bank & Trust 13,577 162,538 64.66 148,961 78.04 9.11
Ullmann Financial Group, Inc. 9,566 120,741 64.66 111,175 78.04 8.60
Mountain Capital Investment Advisors, Inc 8,001 113,436 66.81 105,435 76.34 7.59
Cambridge Investment Research Advisors, Inc. 7,156 400,472 64.66 393,316 78.04 1.82
West Bancorporation Inc 6,275 117,645 64.66 111,370 78.04 5.63
Westshore Wealth, LLC 5,815 85,279 64.66 79,464 78.04 7.32
Joel Isaacson & Co., LLC 3,003 6,451 64.64 3,448 76.28 87.09
Independence Bank of Kentucky 2,614 53,782 64.67 51,168 78.04 5.11
Raymond James Trust N.a. 2,503 114,855 64.66 112,352 78.04 2.23
DBK Financial Counsel, LLC 2,232 13,487 64.65 11,255 78.01 19.83
Brookstone Capital Management 2,219 5,852 66.47 3,633 76.25 61.08
BG Investment Services, Inc. 1,875 69,861 64.66 67,986 78.05 2.76
Resonant Capital Advisors, LLC 1,700 9,382 64.70 7,682 78.50 22.13
Taylor & Morgan Wealth Management, LLC 1,560 66,249 64.67 64,689 78.03 2.41
Cliftonlarsonallen Wealth Advisors, Llc 1,362 18,209 64.64 16,847 78.06 8.08
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Miracle Mile Advisors, LLC 36,891 358,006 64.66 394,897 78.04 -9.34
Webster Bank, N. A. 20,454 19,008 64.66 39,462 78.05 -51.83
Private Advisor Group, LLC 17,771 268,027 64.66 285,798 78.04 -6.22
Sanders Morris Harris Llc 17,362 94,632 65.57 111,994 78.04 -15.50
Clarus Wealth Advisors 6,757 45,598 65.70 52,355 76.34 -12.91
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 6,649 179,162 71.99 185,811 76.89 -3.58
SWMCX - Schwab U.S. Mid-Cap Index Fund 6,500 5,500 72.00 12,000 76.92 -54.17
Tompkins Financial Corp 5,600 5,410 64.70 11,010 78.02 -50.86
Bridges Investment Management Inc 4,607 52,397 64.66 57,004 78.05 -8.08
Lynch & Associates/in 4,566 4,513 64.70 9,079 78.09 -50.29
Marquette Asset Management, LLC 3,913 48,992 64.66 52,905 78.05 -7.40
Allworth Financial LP 3,489 6,434 64.66 9,923 78.00 -35.16
Conservest Capital Advisors, Inc. 2,972 68,782 64.65 71,754 78.04 -4.14
Parsec Financial Management, Inc. 2,751 49,745 64.67 52,496 78.04 -5.24
Centennial Wealth Advisory LLC 2,738 30,186 64.67 32,924 78.03 -8.32
Orion Portfolio Solutions, LLC 2,619 4,164 64.60 6,783 77.99 -38.61
Dentgroup LLC 2,269 5,872 64.71 8,141 78.00 -27.87
Sage Capital Advisors,llc 2,084 34,115 64.66 36,199 77.05 -5.76
Fulton Bank, N.a. 1,655 82,029 64.66 83,684 78.03 -1.98
City Holding Co 1,613 63,338 64.65 64,951 78.04 -2.48
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Wolverine Trading, Llc 0
Name Previous Calls
Belvedere Trading LLC 0
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name
OTTRX - Otter Creek Long/Short Opportunity Fund Institutional Class

Past Week Analysis

Name Shares PPS
Bell Bank 4,601 64.77
Signature Estate & Investment Advisors Llc 4,132 64.62
Oak Asset Management, LLC 3,174 64.59
ACG Wealth 589 64.52
Name Shares PPS
Rothschild Investment Corp /il 3,043 77.88
Blue Zone Wealth Advisors, LLC 4,415 78.14
Sound Income Strategies, LLC 432 78.70
Abner Herrman & Brock Llc 2,980 78.19
Ferguson Wellman Capital Management, Inc 3,249 78.18
Engrave Wealth Partners LLC 3,068 77.90
Koshinski Asset Management, Inc. 150 80.00
Bft Financial Group, Llc 35,174 78.04
Name Current Shares Current PPS Previous Shares Previous PPS
Country Trust Bank 1,086,498 0.06 1,051,750 0.08
Cambridge Investment Research Advisors, Inc. 400,472 64.66 393,316 78.04
Miracle Mile Advisors, LLC 358,006 64.66 394,897 78.04
Amarillo National Bank 299,837 64.66 299,821 78.04
Sigma Investment Counselors Inc 279,806 64.66 254,288 78.04
Private Advisor Group, LLC 268,027 64.66 285,798 78.04
Woodstock Corp 204,106 64.66 203,504 78.04
Gofen & Glossberg Llc /il/ 192,971 64.66 194,267 78.04
Stephenson National Bank & Trust 162,538 64.66 148,961 78.04
Ullmann Financial Group, Inc. 120,741 64.66 111,175 78.04
West Bancorporation Inc 117,645 64.66 111,370 78.04
Raymond James Trust N.a. 114,855 64.66 112,352 78.04
Folger Nolan Fleming Douglas Capital Management, Inc 112,360 64.66 112,275 78.04
Schneider Downs Wealth Management Advisors, LP 108,947 64.66 94,650 78.05
Sanders Morris Harris Llc 94,632 65.57 111,994 78.04
Westshore Wealth, LLC 85,279 64.66 79,464 78.04
Lake Street Financial Llc 81,426 64.66 80,913 78.03
BG Investment Services, Inc. 69,861 64.66 67,986 78.05
Domani Wealth, LLC 69,561 64.66 69,349 78.04
Conservest Capital Advisors, Inc. 68,782 64.65 71,754 78.04
Acropolis Investment Management, LLC 65,455 64.66 66,568 78.04
Cfm Wealth Partners Llc 64,210 64.66 64,819 78.03
Bridges Investment Management Inc 52,397 64.66 57,004 78.05
Adviser Investments LLC 50,185 64.66 51,323 78.04
Marquette Asset Management, LLC 48,992 64.66 52,905 78.05
YorkBridge Wealth Partners, LLC 48,780 64.66 48,780 78.04
Clarus Wealth Advisors 45,598 65.70 52,355 76.34
Highland Capital Management, Llc 40,982 64.66 41,678 78.03
Diversified Trust Co 37,601 64.65 37,307 78.06
HB Wealth Management, LLC 34,703 64.66 35,798 78.05
Gilman Hill Asset Management, LLC 32,109 64.65 31,862 78.06
Centennial Wealth Advisory LLC 30,186 64.67 32,924 78.03
McKinley Carter Wealth Services, Inc. 29,844 64.67 30,615 78.03
Castle Rock Wealth Management, LLC 26,279 66.82 27,544 77.88
Vista Private Wealth Partners. LLC 23,506 65.26 24,578 78.44
Procyon Private Wealth Partners, LLC 22,685 64.67 24,213 78.06
BT Wealth Management LLC 21,645 65.33 21,721 78.04
SOA Wealth Advisors, LLC. 19,937 64.65 6,116 77.99
Webster Bank, N. A. 19,008 64.66 39,462 78.05
Nvest Financial, LLC 18,965 64.65 19,756 78.05
Highland Private Wealth Management 16,949 64.66 16,942 78.03
Btr Capital Management Inc 15,590 64.66 15,590 78.06
Marcum Wealth, LLC 14,938 64.67 15,537 78.01
Advisory Alpha, LLC 13,559 64.68 13,557 78.04
DBK Financial Counsel, LLC 13,487 64.65 11,255 78.01
Atlas Brown,Inc. 12,409 64.63 12,408 78.01
Pacific Financial Group Inc 12,137 64.68 12,170 78.06
Foster Dykema Cabot & Co Inc/ma 11,832 64.66 11,832 78.01
Birch Hill Investment Advisors LLC 10,946 64.68 10,946 78.02
Boenning & Scattergood, Inc. 10,590 64.68 10,628 78.00
Perfromance Wealth Partners, LLC 10,519 64.64 10,500 78.00
Tsfg, Llc 10,390 64.68 10,390 78.06
Resonant Capital Advisors, LLC 9,382 64.70 7,682 78.50
Beese Fulmer Investment Management, Inc. 9,258 64.70 9,258 77.99
Cim, Llc 9,137 66.54 9,786 76.33
Alamar Capital Management, LLC 8,524 64.64 10,074 78.02
Pinnacle Bancorp, Inc. 8,497 64.61 8,497 78.03
Windsor Capital Management, LLC 8,275 64.65 8,274 77.96
Radnor Capital Management, LLC 8,166 64.66 8,276 78.06
Retirement Planning Group 8,036 64.71 9,082 78.07
Smith Chas P & Associates Pa Cpas 7,784 64.62 7,785 78.10
D. Scott Neal, Inc. 7,768 64.62 7,778 78.04
Transcend Wealth Collective, Llc 7,681 64.71 7,324 78.10
Objective Capital Management, LLC 7,361 64.67 7,310 77.98
RWM Asset Management, LLC 7,316 64.65 7,953 78.08
Greenhouse Wealth Management, LLC 7,068 64.66 6,932 78.04
New England Professional Planning Group Inc. 7,018 64.55 7,012 78.44
Stillwater Capital Advisors, LLC 7,010 64.62 7,009 78.04
Matrix Asset Advisors Inc/ny 6,681 64.66 6,664 78.03
Joel Isaacson & Co., LLC 6,451 64.64 3,448 76.28
Allworth Financial LP 6,434 64.66 9,923 78.00
Dubuque Bank & Trust Co 5,943 64.61 5,943 78.08
Vista Wealth Management Group, LLC 5,901 65.07 5,901 78.12
Dentgroup LLC 5,872 64.71 8,141 78.00
Brookstone Capital Management 5,852 66.47 3,633 76.25
Tompkins Financial Corp 5,410 64.70 11,010 78.02
Optimum Investment Advisors 5,353 64.64 5,163 78.06
Valley National Advisers Inc 5,242 66.77 5,239 78.07
Flaharty Asset Management, LLC 5,210 64.68 6,722 78.10
Flagship Harbor Advisors, Llc 5,086 64.69 5,084 78.09
Herold Advisors, Inc. 5,000 64.60 5,000 78040.00
Zhang Financial LLC 4,910 64.77 4,905 78.08
BerganKDV Wealth Management, LLC 4,603 64.74 4,603 77.99
West Oak Capital, LLC 4,600 64.57 4,600 78.04
Connecticut Wealth Management, LLC 4,530 64.68 4,026 77.99
Kmg Fiduciary Partners, Llc 4,438 64.67 4,821 77.99
McNaughton Wealth Management, LLC 4,176 64.66 3,337 77.91
Orion Portfolio Solutions, LLC 4,164 64.60 6,783 77.99
TPG Financial Advisors, LLC 4,006 64.65 4,006 78.13
IMS Capital Management 3,600 64.72 3,600 78.06
Everhart Financial Group, Inc. 3,203 64.63 3,203 78.05
Sargent Bickham Lagudis LLC 2,528 64.48 2,526 77.99
Global Retirement Partners, LLC 2,420 64.46 3,336 68.35
CVA Family Office, LLC 1,400 65.00 1,398 77.97
West Financial Advisors, LLC 1,040 64.42 1,040 77.88
Dividend Asset Capital, Llc 900 64.44 900 77.78
Pittenger & Anderson Inc 766 65.27 766 78.33
Cedar Mountain Advisors, LLC 766 65.27 998 78.16
Newbridge Financial Services Group, Inc. 714 64.43 514 77.82
Atticus Wealth Management, Llc 711 64.70 711 77.36
Wolff Wiese Magana Llc 605 64.46 605 79.34
Corsicana & Co. 516 63.95 516 77.52
Parkside Financial Bank & Trust 417 64.75 417 79.14
Mascoma Wealth Management LLC 406 64.04 406 78.82
Sugarloaf Wealth Management, LLC 353 65.16 353 79.32
Global Trust Asset Management, LLC 225 66.67 225 80.00
Name Current Shares Current PPS Previous Shares Previous PPS
Carnegie Capital Asset Management, LLC 3,539 79.40 4,909 78.02
Gradient Investments LLC 575 64.35 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Country Trust Bank 34,748 1,086,498 0.06 1,051,750 0.08 3.30
Sigma Investment Counselors Inc 25,518 279,806 64.66 254,288 78.04 10.04
Schneider Downs Wealth Management Advisors, LP 14,297 108,947 64.66 94,650 78.05 15.11
SOA Wealth Advisors, LLC. 13,821 19,937 64.65 6,116 77.99 225.98
Stephenson National Bank & Trust 13,577 162,538 64.66 148,961 78.04 9.11
Ullmann Financial Group, Inc. 9,566 120,741 64.66 111,175 78.04 8.60
Cambridge Investment Research Advisors, Inc. 7,156 400,472 64.66 393,316 78.04 1.82
West Bancorporation Inc 6,275 117,645 64.66 111,370 78.04 5.63
Westshore Wealth, LLC 5,815 85,279 64.66 79,464 78.04 7.32
Joel Isaacson & Co., LLC 3,003 6,451 64.64 3,448 76.28 87.09
Raymond James Trust N.a. 2,503 114,855 64.66 112,352 78.04 2.23
DBK Financial Counsel, LLC 2,232 13,487 64.65 11,255 78.01 19.83
Brookstone Capital Management 2,219 5,852 66.47 3,633 76.25 61.08
BG Investment Services, Inc. 1,875 69,861 64.66 67,986 78.05 2.76
Resonant Capital Advisors, LLC 1,700 9,382 64.70 7,682 78.50 22.13
McNaughton Wealth Management, LLC 839 4,176 64.66 3,337 77.91 25.14
Woodstock Corp 602 204,106 64.66 203,504 78.04 0.30
Gradient Investments LLC 575 575 64.35 0 0.00
Lake Street Financial Llc 513 81,426 64.66 80,913 78.03 0.63
Connecticut Wealth Management, LLC 504 4,530 64.68 4,026 77.99 12.52
Transcend Wealth Collective, Llc 357 7,681 64.71 7,324 78.10 4.87
Diversified Trust Co 294 37,601 64.65 37,307 78.06 0.79
Gilman Hill Asset Management, LLC 247 32,109 64.65 31,862 78.06 0.78
Domani Wealth, LLC 212 69,561 64.66 69,349 78.04 0.31
Newbridge Financial Services Group, Inc. 200 714 64.43 514 77.82 38.91
Optimum Investment Advisors 190 5,353 64.64 5,163 78.06 3.68
Greenhouse Wealth Management, LLC 136 7,068 64.66 6,932 78.04 1.96
Folger Nolan Fleming Douglas Capital Management, Inc 85 112,360 64.66 112,275 78.04 0.08
Objective Capital Management, LLC 51 7,361 64.67 7,310 77.98 0.70
Perfromance Wealth Partners, LLC 19 10,519 64.64 10,500 78.00 0.18
Matrix Asset Advisors Inc/ny 17 6,681 64.66 6,664 78.03 0.26
Amarillo National Bank 16 299,837 64.66 299,821 78.04 0.01
Highland Private Wealth Management 7 16,949 64.66 16,942 78.03 0.04
New England Professional Planning Group Inc. 6 7,018 64.55 7,012 78.44 0.09
Zhang Financial LLC 5 4,910 64.77 4,905 78.08 0.10
Valley National Advisers Inc 3 5,242 66.77 5,239 78.07 0.06
Sargent Bickham Lagudis LLC 2 2,528 64.48 2,526 77.99 0.08
CVA Family Office, LLC 2 1,400 65.00 1,398 77.97 0.14
Advisory Alpha, LLC 2 13,559 64.68 13,557 78.04 0.01
Flagship Harbor Advisors, Llc 2 5,086 64.69 5,084 78.09 0.04
Windsor Capital Management, LLC 1 8,275 64.65 8,274 77.96 0.01
Stillwater Capital Advisors, LLC 1 7,010 64.62 7,009 78.04 0.01
Atlas Brown,Inc. 1 12,409 64.63 12,408 78.01 0.01
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Miracle Mile Advisors, LLC 36,891 358,006 64.66 394,897 78.04 -9.34
Webster Bank, N. A. 20,454 19,008 64.66 39,462 78.05 -51.83
Private Advisor Group, LLC 17,771 268,027 64.66 285,798 78.04 -6.22
Sanders Morris Harris Llc 17,362 94,632 65.57 111,994 78.04 -15.50
Clarus Wealth Advisors 6,757 45,598 65.70 52,355 76.34 -12.91
Tompkins Financial Corp 5,600 5,410 64.70 11,010 78.02 -50.86
Bridges Investment Management Inc 4,607 52,397 64.66 57,004 78.05 -8.08
Marquette Asset Management, LLC 3,913 48,992 64.66 52,905 78.05 -7.40
Allworth Financial LP 3,489 6,434 64.66 9,923 78.00 -35.16
Conservest Capital Advisors, Inc. 2,972 68,782 64.65 71,754 78.04 -4.14
Centennial Wealth Advisory LLC 2,738 30,186 64.67 32,924 78.03 -8.32
Orion Portfolio Solutions, LLC 2,619 4,164 64.60 6,783 77.99 -38.61
Dentgroup LLC 2,269 5,872 64.71 8,141 78.00 -27.87
Alamar Capital Management, LLC 1,550 8,524 64.64 10,074 78.02 -15.39
Procyon Private Wealth Partners, LLC 1,528 22,685 64.67 24,213 78.06 -6.31
Flaharty Asset Management, LLC 1,512 5,210 64.68 6,722 78.10 -22.49
Carnegie Capital Asset Management, LLC 1,370 3,539 79.40 4,909 78.02 -27.91
Gofen & Glossberg Llc /il/ 1,296 192,971 64.66 194,267 78.04 -0.67
Castle Rock Wealth Management, LLC 1,265 26,279 66.82 27,544 77.88 -4.59
Adviser Investments LLC 1,138 50,185 64.66 51,323 78.04 -2.22
Acropolis Investment Management, LLC 1,113 65,455 64.66 66,568 78.04 -1.67
HB Wealth Management, LLC 1,095 34,703 64.66 35,798 78.05 -3.06
Vista Private Wealth Partners. LLC 1,072 23,506 65.26 24,578 78.44 -4.36
Retirement Planning Group 1,046 8,036 64.71 9,082 78.07 -11.52
Global Retirement Partners, LLC 916 2,420 64.46 3,336 68.35 -27.46
Nvest Financial, LLC 791 18,965 64.65 19,756 78.05 -4.00
McKinley Carter Wealth Services, Inc. 771 29,844 64.67 30,615 78.03 -2.52
Highland Capital Management, Llc 696 40,982 64.66 41,678 78.03 -1.67
Cim, Llc 649 9,137 66.54 9,786 76.33 -6.63
RWM Asset Management, LLC 637 7,316 64.65 7,953 78.08 -8.01
Cfm Wealth Partners Llc 609 64,210 64.66 64,819 78.03 -0.94
Marcum Wealth, LLC 599 14,938 64.67 15,537 78.01 -3.86
Kmg Fiduciary Partners, Llc 383 4,438 64.67 4,821 77.99 -7.94
Cedar Mountain Advisors, LLC 232 766 65.27 998 78.16 -23.25
Radnor Capital Management, LLC 110 8,166 64.66 8,276 78.06 -1.33
BT Wealth Management LLC 76 21,645 65.33 21,721 78.04 -0.35
Boenning & Scattergood, Inc. 38 10,590 64.68 10,628 78.00 -0.36
Pacific Financial Group Inc 33 12,137 64.68 12,170 78.06 -0.27
D. Scott Neal, Inc. 10 7,768 64.62 7,778 78.04 -0.13
Smith Chas P & Associates Pa Cpas 1 7,784 64.62 7,785 78.10 -0.01
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