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 805 250.00 103.02 92.95
Previous Quarter 832 248.00 103.04 94.75

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 5 167 143 3 35 63
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 1 0 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 2 13 72 3 23 24
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 172,513 0.00 0.00 0 0.00 0.00
Previous Quarter 22,513 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
Morgan Stanley 4,655,538 103.04
Prudential Financial Inc 4,112,360 103.04
CFS Investment Advisory Services, LLC 4,033,398 0.01
Bank Of America Corp /de/ 3,859,752 103.04
UBS Group AG 1,955,815 103.04
LPL Financial LLC 1,502,703 103.04
Wells Fargo & Company/mn 1,294,039 103.04
Royal Bank Of Canada 1,047,112 103.04
Envestnet Asset Management Inc 841,352 103.04
Raymond James & Associates 623,480 103.04
Raymond James Financial Services Advisors, Inc. 604,035 103.04
RiverFront Investment Group, LLC 572,822 103.04
Ameriprise Financial Inc 517,382 102.98
Pnc Financial Services Group, Inc. 491,167 103.04
Advisor Group Holdings, Inc. 479,484 97.18
Congress Wealth Management LLC / DE / 377,792 103.04
Quantitative Advantage, LLC 368,245 103.04
Commonwealth Equity Services, Llc 365,295 79.95
Jpmorgan Chase & Co 349,184 103.04
United Capital Financial Advisers, Llc 324,644 103.04

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
Morgan Stanley 4,655,538 103.04
Prudential Financial Inc 4,112,360 103.04
CFS Investment Advisory Services, LLC 4,033,398 0.01
Bank Of America Corp /de/ 3,859,752 103.04
UBS Group AG 1,955,815 103.04
LPL Financial LLC 1,502,703 103.04
Wells Fargo & Company/mn 1,294,039 103.04
Royal Bank Of Canada 1,047,112 103.04
Envestnet Asset Management Inc 841,352 103.04
Raymond James & Associates 623,480 103.04
Raymond James Financial Services Advisors, Inc. 604,035 103.04
RiverFront Investment Group, LLC 572,822 103.04
Ameriprise Financial Inc 517,382 102.98
Pnc Financial Services Group, Inc. 491,167 103.04
Advisor Group Holdings, Inc. 479,484 97.18
Congress Wealth Management LLC / DE / 377,792 103.04
Commonwealth Equity Services, Llc 375,656 103.04
Quantitative Advantage, LLC 368,245 103.04
Jpmorgan Chase & Co 349,184 103.04
United Capital Financial Advisers, Llc 324,644 103.04

 

Recent Quarter Analysis

Name Shares PPS
Carret Asset Management, Llc 13,282 103.07
Castle Rock Wealth Management, LLC 8,181 84.34
Collective Family Office Llc 3,085 80.06
GoalVest Advisory LLC 270 81.48
Tradewinds Capital Management, LLC 20 100.00
Name Shares PPS
Green Harvest Asset Management LLC 181,955 101.26
Citadel Advisors Llc 76,100 103.04
Vivid Financial Management, Inc. 73,977 114.82
Cutler Group LP 43,100 1.86
Ameritas Investment Corp 33,752 0.09
Country Club Trust Company, n.a. 30,006 115.61
Carret Asset Management, Llc 13,282 103.07
Homrich & Berg 13,233 101.26
Spectrum Planning & Advisory Services Inc. 11,728 103.00
Mid Atlantic Financial Management Inc/adv 11,694 101.25
IFP Advisors, Inc 9,883 114.84
Genesee Capital Advisors, LLC 7,417 103.01
Cascadia Advisory Services, LLC 6,893 101.26
Sequoia Financial Advisors, LLC 5,659 103.02
Fulcrum Equity Management 4,970 103.02
Intelligence Driven Advisers, LLC 4,580 110.26
Carroll Financial Associates, Inc. 4,526 116.88
Hnp Capital Llc 4,400 102.95
Wolverine Trading, Llc 4,100 104.88
Wolverine Trading, Llc 4,100 104.88
Western Wealth Management, LLC 3,768 102.97
Orion Portfolio Solutions, LLC 3,486 102.98
Asset Dedication, LLC 3,200 103.12
Bft Financial Group, Llc 2,672 102.92
RWM Asset Management, LLC 2,632 102.96
Capital Market Strategies LLC 2,364 103.21
Arvest Bank Trust Division 2,284 101.14
Comerica Securities,inc. 2,239 103.17
Keudell/Morrison Wealth Management 2,100 102.86
KCS Wealth Advisory 2,014 103.28
Schneider Downs Wealth Management Advisors, LP 2,000 103.00
Cambridge Advisors Inc. 2,000 103.00
Waypoint Capital Advisors, LLC 2,000 103.00
Revolve Wealth Partners, LLC 1,972 102.94
Parsec Financial Management, Inc. 1,968 103.15
Harvest Investment Services, LLC 1,950 102.56
Future Financial Wealth Managment LLC 1,763 103.23
Heritage Wealth Management, Llc 1,312 101.37
Morton Brown Family Wealth, LLC 600 103.33
Savior LLC 170 105.88
Foresight Capital Management Advisors, Inc. 126 103.17
Activest Wealth Management 80 100.00
Bbva Usa 56 107.14
Wealth Quarterback LLC 5
Firestone Capital Management
Barrett Asset Management, LLC
Ameritas Investment Partners, Inc.
Kowal Investment Group, LLC
Fiduciary Group LLC
Empowered Funds, LLC
Financial Management Professionals, Inc.
Ciovacco Capital Management LLC
Perigon Wealth Management, LLC
Rsm Us Wealth Management Llc
Quadrant Capital Group Llc
Integrity Financial Corp /WA
Atlas Private Wealth Advisors
Jones Financial Companies Lllp
Paragon Capital Management Ltd
HFG Advisors, Inc.
Cordant, Inc.
Gradient Capital Advisors, LLC
Bank Julius Baer & Co. Ltd, Zurich
Premier Asset Management Llc
Total Clarity Wealth Management, Inc.
First Foundation Advisors
Rinkey Investments
Cooper Financial Group
Df Dent & Co Inc
Financial Services Advisory Inc
Trexquant Investment LP
Independent Wealth Network Inc.
Mirabella Financial Services Llp
Advisor Resource Council
Calton & Associates, Inc.
Krilogy Financial LLC
Fountainhead AM, LLC
Ccg Wealth Management, Llc
Flagship Private Wealth, LLC
Guidance Point Advisors, LLC
Ntv Asset Management Llc
Gsa Capital Partners Llp
Retirement Planning Co of New England, Inc.
SkyView Investment Advisors, LLC
Silvercrest Asset Management Group Llc
Phoenix Wealth Advisors
Bank Of Nova Scotia
Bingham Osborn & Scarborough Llc
RPG Investment Advisory, LLC
Private Portfolio Partners Llc
Two Sigma Securities, Llc
Galvin, Gaustad & Stein, LLC
Andrew Hill Investment Advisors, Inc.
Weiss Asset Management LP
Pinkerton Retirement Specialists, LLC
Cresset Asset Management, LLC
Fsb Premier Wealth Management, Inc.
Journey Strategic Wealth Llc
GFS Advisors, LLC
Frontier Wealth Management LLC
Inscription Capital, LLC
Truadvice, LLC
Gerber Kawasaki Wealth & Investment Management
ABPAX - AB Conservative Wealth Strategy Class A
Ellevest, Inc.
Redhawk Wealth Advisors, Inc.
Fifth Third Securities, Inc.
FinTrust Capital Advisors, LLC
Coldstream Capital Management Inc
Howard Capital Management Inc.
Tower Research Capital LLC (TRC)
Dohj, Llc
Barometer Capital Management Inc.
Crown Wealth Group, LLC
King Luther Capital Management Corp
Mcdonald Partners Llc
Bank Of Nova Scotia Trust Co
Blackston Financial Advisory Group, LLC
Garrett Wealth Advisory Group, LLC
Tiaa, Fsb
TCI Wealth Advisors, Inc.
Royal Fund Management, LLC
Northstar Advisory Group, LLC
Credit Suisse Ag/
WESPAC Advisors, LLC
Transcend Wealth Collective, Llc
South Shore Capital Advisors
James Reed Financial Services, Inc.
Signify Wealth
Insight Wealth Strategies, LLC
Signet Financial Management, Llc
Jag Capital Management, Llc
Tarbox Family Office, Inc.
High Falls Advisors, Inc
Liberty Wealth Management Llc
Capital CS Group, LLC
Verdence Capital Advisors LLC
Webster Bank, N. A.
Antonetti Capital Management LLC
Marshall Wace, Llp
Bivin & Associates, Inc.
Shore Point Advisors, LLC
Y-Intercept (Hong Kong) Ltd
Allred Capital Management, LLC
Campion Asset Management LLC
Secure Asset Management, LLC
Camarda Financial Advisors, LLC
Allegheny Financial Group LTD
Absolute Capital Management, LLC
Kcm Investment Advisors Llc
Evercore Wealth Management, LLC
Truvestments Capital Llc
CX Institutional
Manufacturers Life Insurance Company, The
Clearwater Capital Advisors, LLC
MUFG Americas Holdings Corp
Bbr Partners, Llc
Renaissance Technologies Llc
AlphaStar Capital Management, LLC
HAP Trading, LLC
Sowell Financial Services LLC
Kiley Juergens Wealth Management, Llc
Soundwatch Capital LLC
Huntington National Bank
Wilbanks Smith & Thomas Asset Management Llc
North Star Investment Management Corp.
Good Life Advisors, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Commonwealth Equity Services, Llc 365,295 79.95 375,656 103.04
Private Advisor Group, LLC 251,545 79.95 317,493 103.04
Howard Capital Management Group, LLC 210,888 79.95 211,164 103.04
Cambridge Investment Research Advisors, Inc. 161,816 79.95 274,626 103.04
BlackRock Inc. 150,000 22,513 103.05
Capital Investment Advisors, LLC 146,370 79.95 151,639 103.04
Stillwater Capital Advisors, LLC 142,648 79.95 144,240 103.04
Stratos Wealth Partners, LTD. 111,231 79.95 111,341 103.04
Truist Financial Corp 100,262 79.95 100,892 103.04
Pittenger & Anderson Inc 90,640 79.95 90,640 103.05
Mechanics Bank Trust Department 88,097 79.95 86,830 103.04
First Citizens Financial Corp 86,847 79.95 88,432 103.04
Sandy Spring Bank 86,542 79.95 87,004 103.04
Signature Wealth Management Partners, LLC 82,125 79.95 82,990 103.04
Great Valley Advisor Group, Inc. 48,630 79.95 47,593 113.84
Carnegie Capital Asset Management, LLC 44,595 99.41 39,451 103.04
First Hawaiian Bank 44,139 79.95 31,412 103.05
ACG Wealth 40,176 79.95 40,373 103.04
Pinnacle Private Wealth, LLC 37,261 79.95 38,869 103.04
Security Financial Services, INC. 31,787 79.94 12,160 103.04
Name Current Shares Current PPS Previous Shares Previous PPS
Amplius Wealth Advisors, LLC 7,114 79.84 0
Central Bank & Trust Co 348 80.46 0
Lehman & Derafelo Financial Resources LLC 60 83.33 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
BlackRock Inc. 127,487 150,000 22,513 103.05 566.28
Security Financial Services, INC. 19,627 31,787 79.94 12,160 103.04 161.41
Conservest Capital Advisors, Inc. 19,324 28,244 79.95 8,920 103.03 216.64
First Hawaiian Bank 12,727 44,139 79.95 31,412 103.05 40.52
Occidental Asset Management, LLC 10,609 23,968 79.94 13,359 103.08 79.41
Amplius Wealth Advisors, LLC 7,114 7,114 79.84 0 0.00
Carnegie Capital Asset Management, LLC 5,144 44,595 99.41 39,451 103.04 13.04
Charter Oak Capital Management, LLC 3,515 15,688 79.93 12,173 114.84 28.88
Aurora Private Wealth, Inc. 2,826 18,613 79.94 15,787 103.06 17.90
Koshinski Asset Management, Inc. 2,454 25,277 0.08 22,823 103.05 10.75
Claudia M.p. Batlle, Crp (r) Llc 1,620 31,427 79.93 29,807 103.03 5.43
Wedbush Securities Inc 1,607 7,828 79.97 6,221 103.04 25.83
Marcum Wealth, LLC 1,324 20,027 79.94 18,703 103.03 7.08
Mechanics Bank Trust Department 1,267 88,097 79.95 86,830 103.04 1.46
Great Valley Advisor Group, Inc. 1,037 48,630 79.95 47,593 113.84 2.18
MAI Capital Management 454 12,442 79.97 11,988 103.02 3.79
Westside Investment Management, Inc. 441 6,285 21.00 5,844 22.59 7.55
Transform Wealth, LLC 356 7,849 80.01 7,493 103.03 4.75
Central Bank & Trust Co 348 348 80.46 0 0.00
Hexagon Capital Partners LLC 283 1,143 79.62 860 103.49 32.91
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 112,810 161,816 79.95 274,626 103.04 -41.08
Private Advisor Group, LLC 65,948 251,545 79.95 317,493 103.04 -20.77
Danda Trouve Investment Management, Inc. 29,415 30,886 79.94 60,301 103.03 -48.78
Leeward Financial Partners, LLC 26,641 18,955 79.93 45,596 103.04 -58.43
AdvisorNet Financial, Inc 10,445 6,786 80.02 17,231 103.07 -60.62
Commonwealth Equity Services, Llc 10,361 365,295 79.95 375,656 103.04 -2.76
Spire Wealth Management 9,765 11,112 79.91 20,877 103.18 -46.77
Ayalon Holdings Ltd. 7,050 17,050 79.94 24,100 103.03 -29.25
Stratos Wealth Advisors, LLC 6,121 3,431 79.86 9,552 103.02 -64.08
Capital Investment Advisors, LLC 5,269 146,370 79.95 151,639 103.04 -3.47
Money Concepts Capital Corp 4,667 6,404 79.95 11,071 103.06 -42.16
Strategy Asset Managers Llc 4,259 7,247 79.90 11,506 103.08 -37.02
Lakeview Capital Partners, LLC 3,810 1,376 79.94 5,186 102.97 -73.47
Advisory Alpha, LLC 2,526 8,184 79.91 10,710 103.08 -23.59
Nikulski Financial, Inc. 2,377 7,185 79.89 9,562 103.01 -24.86
Pinnacle Private Wealth, LLC 1,608 37,261 79.95 38,869 103.04 -4.14
Stillwater Capital Advisors, LLC 1,592 142,648 79.95 144,240 103.04 -1.10
First Citizens Financial Corp 1,585 86,847 79.95 88,432 103.04 -1.79
Lake Street Financial Llc 1,286 10,297 79.93 11,583 103.08 -11.10
Ferguson Wellman Capital Management, Inc 1,215 23,909 79.97 25,124 103.05 -4.84
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Collective Family Office Llc 3,085 80.06
Tradewinds Capital Management, LLC 20 100.00
Name Shares PPS
Savior LLC 170 105.88
Harvest Investment Services, LLC 1,950 102.56
Fulcrum Equity Management 4,970 103.02
Comerica Securities,inc. 2,239 103.17
Sequoia Financial Advisors, LLC 5,659 103.02
Cambridge Advisors Inc. 2,000 103.00
KCS Wealth Advisory 2,014 103.28
Hnp Capital Llc 4,400 102.95
Keudell/Morrison Wealth Management 2,100 102.86
Morton Brown Family Wealth, LLC 600 103.33
Asset Dedication, LLC 3,200 103.12
Waypoint Capital Advisors, LLC 2,000 103.00
Genesee Capital Advisors, LLC 7,417 103.01
Name Current Shares Current PPS Previous Shares Previous PPS
Commonwealth Equity Services, Llc 365,295 79.95 375,656 103.04
Howard Capital Management Group, LLC 210,888 79.95 211,164 103.04
Stratos Wealth Partners, LTD. 111,231 79.95 111,341 103.04
Truist Financial Corp 100,262 79.95 100,892 103.04
Sandy Spring Bank 86,542 79.95 87,004 103.04
Signature Wealth Management Partners, LLC 82,125 79.95 82,990 103.04
Great Valley Advisor Group, Inc. 48,630 79.95 47,593 113.84
First Hawaiian Bank 44,139 79.95 31,412 103.05
Security Financial Services, INC. 31,787 79.94 12,160 103.04
Claudia M.p. Batlle, Crp (r) Llc 31,427 79.93 29,807 103.03
Occidental Asset Management, LLC 23,968 79.94 13,359 103.08
Householder Group Estate & Retirement Specialist, LLC 22,778 79.95 22,871 103.06
First United Bank Trust/ 19,436 79.95 19,761 103.03
Leeward Financial Partners, LLC 18,955 79.93 45,596 103.04
Aurora Private Wealth, Inc. 18,613 79.94 15,787 103.06
Matthew Goff Investment Advisor, LLC 18,612 79.95 18,612 103.05
Charter Oak Capital Management, LLC 15,688 79.93 12,173 114.84
Terra Nova Asset Management LLC 15,118 79.97 15,100 103.05
Geneos Wealth Management Inc. 13,869 79.89 14,367 103.01
Montz Harcus Wealth Management LLC 12,945 79.95 12,928 114.79
MAI Capital Management 12,442 79.97 11,988 103.02
Spire Wealth Management 11,112 79.91 20,877 103.18
American Institute for Advanced Investment Management, LLP 9,748 79.91 9,948 103.04
Wesbanco Bank Inc 8,819 79.94 8,819 102.96
Wedbush Securities Inc 7,828 79.97 6,221 103.04
WESPAC Advisors SoCal, LLC 7,680 79.95 7,680 102.99
Nikulski Financial, Inc. 7,185 79.89 9,562 103.01
DAVENPORT & Co LLC 6,681 79.93 6,504 103.01
Willner & Heller, Llc 6,544 79.92 6,535 114.77
Verger Capital Management LLC 6,417 79.94 6,411 103.10
Money Concepts Capital Corp 6,404 79.95 11,071 103.06
Investment Advisory Group, LLC 6,061 80.02 5,992 103.14
CWA Asset Management Group, LLC 5,320 79.89 5,320 103.01
Sawtooth Solutions, LLC 4,929 79.94 4,929 103.06
Rede Wealth, LLC 4,868 79.91 4,868 103.12
Grimes & Company, Inc. 4,852 79.97 5,478 102.96
Hudson Valley Investment Advisors Inc /adv 4,760 80.04 4,960 103.02
Mv Capital Management, Inc. 4,704 79.93 4,704 103.10
Avantax Planning Partners, Inc. 4,568 79.90 4,568 103.11
Courier Capital Llc 4,400 80.00 4,400 102.95
TFG Advisers LLC 4,196 79.84 4,350 102.99
Umb Bank N A/mo 4,000 80.00 4,000 103.00
Harbor Investment Advisory, Llc 3,852 79.96 3,852 103.06
Grant/GrossMendelsohn, LLC 3,644 81.23 3,644 96.60
Chesapeake Wealth Management 3,602 79.96 3,666 103.11
Teamwork Financial Advisors, LLC 3,484 80.08 3,928 103.11
Stratos Wealth Advisors, LLC 3,431 79.86 9,552 103.02
Columbia Trust Co 01012016 3,200 80.00 3,200 94.38
Carderock Capital Management Inc 3,120 79.81 3,120 102.88
Cahaba Wealth Management, Inc. 2,956 79.84 2,953 89.40
WealthCare Investment Partners, LLC 2,941 79.90 2,970 96.97
Brinker Capital Investments, LLC 2,832 79.80 2,607 103.18
Endurance Wealth Management, Inc. 2,800 80.00 2,800 103.21
Atlantic Union Bankshares Corp 2,740 79.93 2,860 103.15
Accredited Investors Inc. 2,696 80.12 2,695 103.15
Essex Savings Bank 2,680 79.85 2,680 102.99
HT Partners LLC 2,612 80.02 2,612 102.99
First City Capital Management, Inc. 2,600 80.00 2,600 103.08
Hanson & Doremus Investment Management 2,052 79.92 2,052 102.83
Capital Investment Advisory Services, LLC 1,754 79.82 1,540 103.25
Lakeview Capital Partners, LLC 1,376 79.94 5,186 102.97
Hexagon Capital Partners LLC 1,143 79.62 860 103.49
GPS Wealth Strategies Group, LLC 1,008 80.36 1,008 103.17
Sawyer & Company, Inc 916 79.69 916 102.62
Horan Securities, Inc. 432 81.02 432 104.17
Provident Wealth Management, LLC 366 79.23 366 103.83
PSI Advisors, LLC 340 79.41 340 102.94
Founders Capital Management 300 80.00 600 115.00
Pacifica Partners Inc. 280 82.14 280 100.00
PrairieView Partners, LLC 110 81.82 110 100.00
Investors Research Corp 82 85.37 82 97.56
Thompson Siegel & Walmsley Llc 55 72.73 55 109.09
Name Current Shares Current PPS Previous Shares Previous PPS
Amplius Wealth Advisors, LLC 7,114 79.84 0
Central Bank & Trust Co 348 80.46 0
Lehman & Derafelo Financial Resources LLC 60 83.33 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Security Financial Services, INC. 19,627 31,787 79.94 12,160 103.04 161.41
First Hawaiian Bank 12,727 44,139 79.95 31,412 103.05 40.52
Occidental Asset Management, LLC 10,609 23,968 79.94 13,359 103.08 79.41
Amplius Wealth Advisors, LLC 7,114 7,114 79.84 0 0.00
Charter Oak Capital Management, LLC 3,515 15,688 79.93 12,173 114.84 28.88
Aurora Private Wealth, Inc. 2,826 18,613 79.94 15,787 103.06 17.90
Claudia M.p. Batlle, Crp (r) Llc 1,620 31,427 79.93 29,807 103.03 5.43
Wedbush Securities Inc 1,607 7,828 79.97 6,221 103.04 25.83
Great Valley Advisor Group, Inc. 1,037 48,630 79.95 47,593 113.84 2.18
MAI Capital Management 454 12,442 79.97 11,988 103.02 3.79
Central Bank & Trust Co 348 348 80.46 0 0.00
Hexagon Capital Partners LLC 283 1,143 79.62 860 103.49 32.91
Brinker Capital Investments, LLC 225 2,832 79.80 2,607 103.18 8.63
Capital Investment Advisory Services, LLC 214 1,754 79.82 1,540 103.25 13.90
DAVENPORT & Co LLC 177 6,681 79.93 6,504 103.01 2.72
Investment Advisory Group, LLC 69 6,061 80.02 5,992 103.14 1.15
Lehman & Derafelo Financial Resources LLC 60 60 83.33 0 0.00
Terra Nova Asset Management LLC 18 15,118 79.97 15,100 103.05 0.12
Montz Harcus Wealth Management LLC 17 12,945 79.95 12,928 114.79 0.13
Willner & Heller, Llc 9 6,544 79.92 6,535 114.77 0.14
Verger Capital Management LLC 6 6,417 79.94 6,411 103.10 0.09
Cahaba Wealth Management, Inc. 3 2,956 79.84 2,953 89.40 0.10
Accredited Investors Inc. 1 2,696 80.12 2,695 103.15 0.04
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Leeward Financial Partners, LLC 26,641 18,955 79.93 45,596 103.04 -58.43
Commonwealth Equity Services, Llc 10,361 365,295 79.95 375,656 103.04 -2.76
Spire Wealth Management 9,765 11,112 79.91 20,877 103.18 -46.77
Stratos Wealth Advisors, LLC 6,121 3,431 79.86 9,552 103.02 -64.08
Money Concepts Capital Corp 4,667 6,404 79.95 11,071 103.06 -42.16
Lakeview Capital Partners, LLC 3,810 1,376 79.94 5,186 102.97 -73.47
Nikulski Financial, Inc. 2,377 7,185 79.89 9,562 103.01 -24.86
Signature Wealth Management Partners, LLC 865 82,125 79.95 82,990 103.04 -1.04
Truist Financial Corp 630 100,262 79.95 100,892 103.04 -0.62
Grimes & Company, Inc. 626 4,852 79.97 5,478 102.96 -11.43
Geneos Wealth Management Inc. 498 13,869 79.89 14,367 103.01 -3.47
Sandy Spring Bank 462 86,542 79.95 87,004 103.04 -0.53
Teamwork Financial Advisors, LLC 444 3,484 80.08 3,928 103.11 -11.30
First United Bank Trust/ 325 19,436 79.95 19,761 103.03 -1.64
Founders Capital Management 300 300 80.00 600 115.00 -50.00
Howard Capital Management Group, LLC 276 210,888 79.95 211,164 103.04 -0.13
Hudson Valley Investment Advisors Inc /adv 200 4,760 80.04 4,960 103.02 -4.03
American Institute for Advanced Investment Management, LLP 200 9,748 79.91 9,948 103.04 -2.01
TFG Advisers LLC 154 4,196 79.84 4,350 102.99 -3.54
Atlantic Union Bankshares Corp 120 2,740 79.93 2,860 103.15 -4.20
Stratos Wealth Partners, LTD. 110 111,231 79.95 111,341 103.04 -0.10
Householder Group Estate & Retirement Specialist, LLC 93 22,778 79.95 22,871 103.06 -0.41
Chesapeake Wealth Management 64 3,602 79.96 3,666 103.11 -1.75
WealthCare Investment Partners, LLC 29 2,941 79.90 2,970 96.97 -0.98
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
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 Percent Decrease
Name