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 | 900 | 237.00 | 101.87 | 101.07 |
| Previous Quarter | 955 | 373.00 | 101.87 | 101.57 |
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 | 6 | 219 | 77 | 6 | 33 | 42 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 0 | 0 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Current Quarter | 0 | 0 | 0 | 0 | 0 | 0 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 4 | 8 | 60 | 5 | 26 | 34 |
| 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 are the two largest institutional investors in the world. The table below is an indicator of how much of the company stock they own.
| BlackRock | Vanguard | |||||
|---|---|---|---|---|---|---|
| Quarter | Shares | % Ownership | PPS | Shares | % Ownership | PPS |
| Current Quarter | 3,099,495 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
| Previous Quarter | 3,099,495 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
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/ | 69,937,318 | 101.87 |
| Jpmorgan Chase & Co | 25,519,754 | 101.87 |
| Envestnet Asset Management Inc | 11,112,517 | 101.87 |
| Charles Schwab Investment Management Inc | 8,652,513 | 101.87 |
| Ameriprise Financial Inc | 8,286,305 | 101.83 |
| Morgan Stanley | 5,232,128 | 101.87 |
| LPL Financial LLC | 3,330,855 | 101.87 |
| Charles Schwab Investment Advisory, Inc. | 2,791,728 | 101.87 |
| Wells Fargo & Company/mn | 2,567,621 | 101.87 |
| Stifel Financial Corp | 2,540,304 | 101.87 |
| Truist Financial Corp | 2,510,417 | 101.87 |
| United Capital Financial Advisers, Llc | 2,404,802 | 101.87 |
| BlackRock Inc. | 2,194,731 | 101.87 |
| Thrivent Financial For Lutherans | 2,160,009 | 106.57 |
| Tiaa, Fsb | 2,125,768 | 101.79 |
| Royal Bank Of Canada | 2,036,118 | 101.87 |
| State of Tennessee, Treasury Department | 1,565,822 | 101.87 |
| CFS Investment Advisory Services, LLC | 1,480,986 | 0.01 |
| Allworth Financial LP | 1,421,535 | 97.49 |
| Raymond James & Associates | 1,330,041 | 101.87 |
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/ | 69,937,318 | 101.87 |
| Jpmorgan Chase & Co | 25,519,754 | 101.87 |
| Envestnet Asset Management Inc | 11,112,517 | 101.87 |
| Charles Schwab Investment Management Inc | 8,652,513 | 101.87 |
| Ameriprise Financial Inc | 8,286,305 | 101.83 |
| Morgan Stanley | 5,232,128 | 101.87 |
| LPL Financial LLC | 3,330,855 | 101.87 |
| Charles Schwab Investment Advisory, Inc. | 2,791,728 | 101.87 |
| Wells Fargo & Company/mn | 2,567,621 | 101.87 |
| Stifel Financial Corp | 2,540,304 | 101.87 |
| Truist Financial Corp | 2,510,417 | 101.87 |
| United Capital Financial Advisers, Llc | 2,404,802 | 101.87 |
| BlackRock Inc. | 2,194,731 | 101.87 |
| Thrivent Financial For Lutherans | 2,160,009 | 106.57 |
| Tiaa, Fsb | 2,125,768 | 101.79 |
| Royal Bank Of Canada | 2,036,118 | 101.87 |
| State of Tennessee, Treasury Department | 1,565,822 | 101.87 |
| CFS Investment Advisory Services, LLC | 1,480,986 | 0.01 |
| Allworth Financial LP | 1,359,802 | 101.87 |
| Raymond James & Associates | 1,330,041 | 101.87 |
| Name | Shares | PPS |
|---|---|---|
| OWCIX - Old Westbury Credit Income Fund | 386,436 | 98.10 |
| Farmer Steven Patrick | 224,563 | 97.49 |
| Flagship Harbor Advisors, Llc | 8,040 | 97.51 |
| MA Private Wealth | 6,399 | 97.83 |
| Highland Private Wealth Management | 4,060 | 97.54 |
| ACG Wealth | 18 | 111.11 |
| Name | Shares | PPS |
|---|---|---|
| NorthCoast Asset Management LLC | 694,901 | 108.25 |
| Jane Street Group, Llc | 645,000 | 101.87 |
| Old Dominion Capital Management Inc | 75,745 | 108.14 |
| Karp Capital Management Corp | 70,590 | 101.87 |
| HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF | 65,769 | 107.83 |
| Mid Atlantic Financial Management Inc/adv | 58,561 | 108.14 |
| IFP Advisors, Inc | 15,946 | 108.43 |
| Cedar Capital, Llc | 13,895 | 108.17 |
| Parallel Advisors, LLC | 12,881 | 101.78 |
| Heritage Wealth Management, Llc | 11,952 | 108.10 |
| Cascadia Advisory Services, LLC | 6,815 | 108.14 |
| Symons Capital Management Inc | 3,559 | 108.18 |
| RDA Financial Network | 2,722 | 101.76 |
| Strid Group, LLC | 2,667 | 101.99 |
| Sonora Investment Management, LLC | 2,279 | 107.94 |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 2,016 | 101.69 |
| Sugarloaf Wealth Management, LLC | 1,817 | 101.82 |
| Carroll Financial Associates, Inc. | 1,395 | 106.81 |
| FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I | 850 | 108.24 |
| Investmark Advisory Group LLC | 701 | 106.99 |
| Herold Advisors, Inc. | 659 | 101869.50 |
| Sargent Bickham Lagudis LLC | 420 | 102.38 |
| Security National Trust Co | 238 | 109.24 |
| Global Trust Asset Management, LLC | 189 | 100.53 |
| Vigilant Capital Management, LLC | 179 | 100.56 |
| Bbva Usa | 93 | 107.53 |
| Cedar Mountain Advisors, LLC | 28 | 107.14 |
| Pinnacle Bancorp, Inc. | ||
| Claybrook Capital, LLC | ||
| Linscomb & Williams, Inc. | ||
| Mountain Capital Investment Advisors, Inc | ||
| Riverpoint Wealth Management Holdings, LLC | ||
| Flagship Private Wealth, LLC | ||
| Northern Trust Corp | ||
| Altfest L J & Co Inc | ||
| Jag Capital Management, Llc | ||
| HHM Wealth Advisors, LLC | ||
| Level Four Advisory Services, Llc | ||
| Phoenix Wealth Advisors | ||
| Brown Brothers Harriman & Co | ||
| Retirement Group, LLC | ||
| V Wealth Advisors LLC | ||
| M&t Bank Corp | ||
| Richard Bernstein Advisors LLC | ||
| Robinson Capital Management, Llc | ||
| Fort Washington Investment Advisors Inc /oh/ | ||
| Charles Schwab Trust Co | ||
| Simon Quick Advisors, Llc | ||
| Janney Capital Management LLC | ||
| First Foundation Advisors | ||
| Parisi Gray Wealth Management | ||
| TBH Global Asset Management, LLC | ||
| Centiva Capital, LP | ||
| Berman Capital Advisors, LLC | ||
| Personal Wealth Partners | ||
| Redhawk Wealth Advisors, Inc. | ||
| Vigilare Wealth Management | ||
| One Day In July LLC | ||
| First City Capital Management, Inc. | ||
| Capital Financial Planning, LLC | ||
| Visionary Wealth Advisors | ||
| Palladiem, Llc | ||
| Old Mission Capital Llc | ||
| Fundamentun, Llc | ||
| Eagle Bay Advisors LLC | ||
| Joseph P. Lucia & Associates, LLC | ||
| Titus Wealth Management | ||
| Outlook Wealth Advisors, LLC | ||
| Schrum Private Wealth Management LLC | ||
| Okabena Investment Services Inc | ||
| Ubs Asset Management Americas Inc | ||
| SYM FINANCIAL Corp | ||
| Barrett Asset Management, LLC | ||
| Bfsg, Llc | ||
| Sowell Financial Services LLC | ||
| LVW Advisors, LLC | ||
| Madison Asset Management, LLC | ||
| West Family Investments, Inc. | ||
| Resource Planning Group | ||
| Torray Llc | ||
| Chilton Capital Management Llc | ||
| Confluence Wealth Services, Inc. | ||
| Ford Financial Group, LLC | ||
| Wiser Wealth Management, Inc | ||
| Pallas Capital Advisors LLC | ||
| Absolute Capital Management, LLC | ||
| Elequin Capital Lp | ||
| Ausdal Financial Partners, Inc. | ||
| AMP Capital Investors Ltd | ||
| State Of Wisconsin Investment Board | ||
| Rice Partnership, LLC | ||
| EP Wealth Advisors, Inc. | ||
| Manning & Napier Group, LLC | ||
| Tru Independence Asset Management 2, Llc | ||
| Wolverine Trading, Llc | ||
| SevenBridge Financial Group, LLC | ||
| PFG Advisors | ||
| Benjamin Edwards Inc | ||
| Fieldpoint Private Securities, LLC | ||
| Quattro Financial Advisors Llc | ||
| Badgley Phelps Wealth Managers, LLC | ||
| NewEdge Wealth, LLC | ||
| Mcdonald Partners Llc | ||
| Cim Investment Mangement Inc | ||
| Townsquare Capital Llc | ||
| Northland Capital Management LLC | ||
| Huntington National Bank | ||
| Simplex Trading, Llc | ||
| Sterling Financial Planning, Inc. | ||
| PRW Wealth Management LLC | ||
| Taylor, Cottrill, Erickson & Associates, Inc. | ||
| Fifth Third Securities, Inc. | ||
| Westover Capital Advisors, LLC | ||
| Beacon Financial Advisory LLC | ||
| D'Orazio & Associates, Inc. | ||
| Fsb Premier Wealth Management, Inc. | ||
| Balentine LLC | ||
| Institutional & Family Asset Management, Llc | ||
| Coastal Investment Advisors, Inc. | ||
| TFC Financial Management | ||
| Canton Hathaway, LLC | ||
| Kovack Advisors, Inc. | ||
| IPG Investment Advisors LLC | ||
| Avantax Planning Partners, Inc. | ||
| Hollow Brook Wealth Management LLC | ||
| FirstPurpose Wealth LLC | ||
| Clearwater Capital Advisors, LLC | ||
| Greenwich Wealth Management LLC | ||
| Blankinship & Foster, LLC | ||
| Tarbox Family Office, Inc. | ||
| Credit Suisse Ag/ | ||
| Arkadios Wealth Advisors | ||
| Enterprise Financial Services Corp | ||
| Guidance Point Advisors, LLC | ||
| Stamos Capital Partners, L.p. | ||
| Bessemer Group Inc | ||
| Pinnacle Family Advisors, LLC | ||
| JNBA Financial Advisors | ||
| Massmutual Trust Co Fsb/adv | ||
| U.S. Capital Wealth Advisors, LLC | ||
| Firestone Capital Management | ||
| Headinvest, Llc | ||
| WT Wealth Management | ||
| Rational Advisors Llc | ||
| CX Institutional | ||
| Evolution Advisers, Inc. | ||
| Bank Julius Baer & Co. Ltd, Zurich | ||
| Washington Trust Advisors, Inc. | ||
| StoneX Group Inc. | ||
| RMR Wealth Builders | ||
| True North Advisors, LLC | ||
| Cohen & Steers, Inc. | ||
| LexAurum Advisors, LLC | ||
| Renaissance Technologies Llc | ||
| Gerber Kawasaki Wealth & Investment Management | ||
| Financial Sense Advisors, Inc. | ||
| City Holding Co | ||
| Donald L. Hagan, LLC | ||
| New England Private Wealth Advisors LLC | ||
| Better Money Decisions, LLC | ||
| Central Bank Of Brazil | ||
| Pure Financial Advisors, Inc. | ||
| Angeles Investment Advisors, LLC | ||
| Total Clarity Wealth Management, Inc. | ||
| Red Door Wealth Management, LLC | ||
| Agf Investments Inc. | ||
| CNB Bank | ||
| AMS Capital Ltda | ||
| Financial Partners Group, Inc | ||
| Solstein Capital, LLC | ||
| Toronto Dominion Bank | ||
| Salem Investment Counselors Inc | ||
| Allegheny Financial Group LTD | ||
| Ballew Advisors, Inc | ||
| Westwood Holdings Group Inc | ||
| Covington Capital Management | ||
| Riversedge Advisors, Llc | ||
| Employees Retirement System of Texas | ||
| Personal Capital Advisors Corp | ||
| Woodward Diversified Capital, Llc | ||
| King Luther Capital Management Corp | ||
| Bluestein R H & Co | ||
| Camden Capital, LLC | ||
| Cahill Financial Advisors Inc | ||
| Barclays Plc | ||
| MTM Investment Management, LLC | ||
| SOUTH STATE Corp | ||
| Global Wealth Management Investment Advisory, Inc. | ||
| Meridian Wealth Partners, LLC | ||
| Ccg Wealth Management, Llc | ||
| West Bancorporation Inc | ||
| Wealthspire Advisors, LLC | ||
| Fragasso Group Inc. | ||
| Hedeker Wealth, LLC | ||
| LWM Advisory Services, LLC | ||
| DT Investment Partners, LLC | ||
| Colony Group Llc | ||
| Silverleafe Capital Partners, LLC | ||
| WJ Wealth Management, LLC | ||
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | ||
| Fiduciary Group LLC | ||
| Biltmore Family Office, LLC | ||
| Little House Capital Llc | ||
| Fca Corp /tx | ||
| First Command Financial Services, Inc. | ||
| Country Trust Bank | ||
| Lloyd Advisory Services, LLC. | ||
| Wolverine Trading, Llc | ||
| Wolverine Trading, Llc | ||
| Investors Financial Group, LLC | ||
| Winton Capital Group Ltd | ||
| Cidel Asset Management Inc | ||
| Ironwood Financial, llc | ||
| Cordant, Inc. | ||
| Concorde Financial Corp | ||
| Eagle Strategies LLC | ||
| Garrison Point Capital, LLC | ||
| Natixis Advisors, L.p. | ||
| Northstar Advisory Group, LLC |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Allworth Financial LP | 1,421,535 | 97.49 | 1,359,802 | 101.87 |
| Money Design Co.,Ltd. | 621,086 | 97.49 | 567,968 | 101.87 |
| Capital Investment Advisors, LLC | 475,042 | 97.49 | 495,691 | 101.87 |
| Polaris Wealth Advisory Group, LLC | 403,580 | 97.49 | 383,226 | 99.98 |
| Rockland Trust Co | 384,210 | 97.49 | 382,158 | 101.87 |
| Miracle Mile Advisors, LLC | 300,136 | 97.49 | 282,817 | 101.87 |
| BYLD - iShares Yield Optimized Bond ETF | 277,630 | 98.10 | 312,614 | 105.93 |
| BerganKDV Wealth Management, LLC | 264,816 | 97.49 | 254,134 | 101.87 |
| IYLD - iShares Morningstar Multi-Asset Income ETF | 229,481 | 98.10 | 308,707 | 105.93 |
| Confluence Investment Management Llc | 224,563 | 97.49 | 231,593 | 101.87 |
| Insight Wealth Strategies, LLC | 222,603 | 97.49 | 219,216 | 101.87 |
| Brookstone Capital Management | 159,945 | 97.02 | 134,974 | 99.19 |
| West Coast Financial LLC | 150,721 | 97.49 | 145,942 | 101.87 |
| BNDC - FlexShares Core Select Bond Fund | 148,119 | 98.10 | 84,692 | 105.92 |
| Ballast, Inc. | 103,390 | 97.49 | 87,024 | 101.87 |
| Kwmg, Llc | 89,057 | 97.49 | 87,564 | 101.87 |
| McKinley Carter Wealth Services, Inc. | 86,967 | 97.49 | 85,077 | 101.87 |
| Cim, Llc | 86,458 | 97.02 | 182,356 | 99.19 |
| Global Retirement Partners, LLC | 81,534 | 97.49 | 82,812 | 99.30 |
| Cliftonlarsonallen Wealth Advisors, Llc | 72,886 | 97.49 | 74,758 | 101.88 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Archford Capital Strategies, LLC | 18,082 | 0.11 | 18,182 | 0.11 |
| BMS Financial Advisors, LLC | 8,428 | 107.38 | 8,517 | 101.91 |
| 180 Wealth Advisors, Llc | 6,496 | 98.06 | 7,027 | 97.91 |
| Wealth Quarterback LLC | 3,348 | 101.85 | 4,730 | |
| First Heartland Consultants, Inc. | 3,002 | 97.27 | 0 | |
| Financial Management Professionals, Inc. | 419 | 97.85 | 62 | 96.77 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
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| Name | Previous Calls |
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| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
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| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
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| Name |
|---|
| Name | Shares | PPS |
|---|---|---|
| Flagship Harbor Advisors, Llc | 8,040 | 97.51 |
| MA Private Wealth | 6,399 | 97.83 |
| Highland Private Wealth Management | 4,060 | 97.54 |
| ACG Wealth | 18 | 111.11 |
| Name | Shares | PPS |
|---|---|---|
| Cedar Mountain Advisors, LLC | 28 | 107.14 |
| Karp Capital Management Corp | 70,590 | 101.87 |
| RDA Financial Network | 2,722 | 101.76 |
| Herold Advisors, Inc. | 659 | 101869.50 |
| Sugarloaf Wealth Management, LLC | 1,817 | 101.82 |
| Investmark Advisory Group LLC | 701 | 106.99 |
| Global Trust Asset Management, LLC | 189 | 100.53 |
| Sargent Bickham Lagudis LLC | 420 | 102.38 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Allworth Financial LP | 1,421,535 | 97.49 | 1,359,802 | 101.87 |
| Money Design Co.,Ltd. | 621,086 | 97.49 | 567,968 | 101.87 |
| Polaris Wealth Advisory Group, LLC | 403,580 | 97.49 | 383,226 | 99.98 |
| Rockland Trust Co | 384,210 | 97.49 | 382,158 | 101.87 |
| Miracle Mile Advisors, LLC | 300,136 | 97.49 | 282,817 | 101.87 |
| BerganKDV Wealth Management, LLC | 264,816 | 97.49 | 254,134 | 101.87 |
| Confluence Investment Management Llc | 224,563 | 97.49 | 231,593 | 101.87 |
| Brookstone Capital Management | 159,945 | 97.02 | 134,974 | 99.19 |
| West Coast Financial LLC | 150,721 | 97.49 | 145,942 | 101.87 |
| Ballast, Inc. | 103,390 | 97.49 | 87,024 | 101.87 |
| Kwmg, Llc | 89,057 | 97.49 | 87,564 | 101.87 |
| McKinley Carter Wealth Services, Inc. | 86,967 | 97.49 | 85,077 | 101.87 |
| Cim, Llc | 86,458 | 97.02 | 182,356 | 99.19 |
| Global Retirement Partners, LLC | 81,534 | 97.49 | 82,812 | 99.30 |
| Dubuque Bank & Trust Co | 66,655 | 97.49 | 70,520 | 101.86 |
| Cambridge Investment Research Advisors, Inc. | 61,271 | 97.48 | 73,906 | 101.87 |
| Private Advisor Group, LLC | 55,666 | 97.49 | 59,325 | 101.86 |
| Transcend Wealth Collective, Llc | 43,413 | 97.48 | 8,481 | 101.87 |
| Strategy Asset Managers Llc | 42,854 | 97.49 | 49,109 | 101.88 |
| Norway Savings Bank | 35,768 | 97.49 | 40,385 | 101.89 |
| Danda Trouve Investment Management, Inc. | 33,724 | 97.50 | 33,241 | 101.86 |
| Shelter Mutual Insurance Co | 18,000 | 97.50 | 18,000 | 101.83 |
| Parkside Advisors LLC | 17,662 | 97.50 | 43,505 | 101.87 |
| Acropolis Investment Management, LLC | 14,507 | 97.47 | 16,130 | 101.86 |
| Range Financial Group LLC | 12,971 | 97.53 | 22,501 | 101.86 |
| Raymond James Trust N.a. | 12,027 | 97.53 | 13,078 | 101.85 |
| Spectrum Planning & Advisory Services Inc. | 10,979 | 97.46 | 12,802 | 101.86 |
| Keystone Wealth Services, LLC | 10,789 | 97.51 | 10,861 | 101.83 |
| Orion Portfolio Solutions, LLC | 10,558 | 97.46 | 9,939 | 101.92 |
| Midwest Heritage Bank, FSB | 9,911 | 97.47 | 11,729 | 101.88 |
| Wbh Advisory Inc | 8,062 | 97.49 | 6,972 | 98.54 |
| Koshinski Asset Management, Inc. | 8,029 | 0.12 | 12,559 | 101.84 |
| First National Bank of South Miami | 7,852 | 97.55 | 9,322 | 101.91 |
| Pacific Financial Group Inc | 7,304 | 97.48 | 7,334 | 101.85 |
| Friedenthal Financial | 6,814 | 97.45 | 26,883 | 101.89 |
| Ade, Llc | 6,650 | 97.44 | 6,690 | 101.79 |
| FC Advisory LLC | 6,065 | 97.44 | 10,875 | 101.89 |
| Capital Advisors Inc/ok | 4,092 | 97.51 | 4,011 | 101.97 |
| Cooper Financial Group | 3,830 | 97.39 | 4,258 | 101.93 |
| HBW Advisory Services LLC | 3,823 | 97.57 | 3,752 | 101.81 |
| RHS Financial, LLC | 3,680 | 97.55 | 4,878 | 101.89 |
| Wolff Wiese Magana Llc | 3,665 | 97.68 | 667 | 101.95 |
| IVC Wealth Advisors LLC | 3,622 | 97.46 | 2,259 | 101.81 |
| Trinity Wealth Management, LLC | 2,355 | 97.66 | 2,322 | 102.07 |
| Lake Street Financial Llc | 2,233 | 97.63 | 2,336 | 101.88 |
| HB Wealth Management, LLC | 2,181 | 97.66 | 19,304 | 101.84 |
| Rosenberg Matthew Hamilton | 2,109 | 98.15 | 3,353 | 102.00 |
| FSC Wealth Advisors, LLC | 1,586 | 97.73 | 1,552 | 101.80 |
| Atticus Wealth Management, Llc | 1,155 | 97.84 | 934 | 101.71 |
| Tsfg, Llc | 1,105 | 97.74 | 1,354 | 101.92 |
| Mascoma Wealth Management LLC | 1,072 | 97.95 | 370 | 102.70 |
| Gradient Investments LLC | 683 | 98.10 | 308,891 | 101.87 |
| RWM Asset Management, LLC | 599 | 96.83 | 599 | 101.84 |
| Strategic Asset Management, LLC | 482 | 97.51 | 526 | 102.66 |
| American National Bank | 395 | 98.73 | 395 | 101.27 |
| Tompkins Financial Corp | 390 | 97.44 | 390 | 102.56 |
| Newbridge Financial Services Group, Inc. | 281 | 96.09 | 316 | 101.27 |
| Webster Bank, N. A. | 262 | 99.24 | 262 | 103.05 |
| Sound Income Strategies, LLC | 73 | 95.89 | 29 | 103.45 |
| Kathleen S. Wright Associates Inc. | 34 | 88.24 | 166 | 102.41 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Archford Capital Strategies, LLC | 18,082 | 0.11 | 18,182 | 0.11 |
| BMS Financial Advisors, LLC | 8,428 | 107.38 | 8,517 | 101.91 |
| 180 Wealth Advisors, Llc | 6,496 | 98.06 | 7,027 | 97.91 |
| First Heartland Consultants, Inc. | 3,002 | 97.27 | 0 | |
| Financial Management Professionals, Inc. | 419 | 97.85 | 62 | 96.77 |
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