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	4,177	578.00	247.28	248.10
Previous Quarter	4,326	639.00	247.28	250.29

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	49	474	842	97	438	376
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	3	1	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Current Quarter	0	0	1	0	1	1
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	10	15	251	46	137	123
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	103,618,329	13.95	120.99	139,257,911	18.75	247.44
Previous Quarter	50,696,119	6.83	247.29	139,552,637	18.79	248.63

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
Vanguard Group Inc	67,004,180	247.28
VANGUARD GROUP INC	65,964,993
BlackRock Inc.	52,918,755
BlackRock Inc.	50,402,155	247.28
State Street Corp	36,404,900	247.28
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	21,462,904	247.28
Wellington Management Group Llp	20,761,920	247.28
Jpmorgan Chase & Co	18,361,782	247.28
VFINX - Vanguard 500 Index Fund Investor Shares	16,353,121	247.28
Geode Capital Management, Llc	13,004,223	246.70
Bank Of America Corp /de/	11,834,149	247.28
Northern Trust Corp	9,457,539	247.28
Morgan Stanley	9,292,149	247.28
Spdr S&p 500 Etf Trust	8,137,321	247.28
VWELX - VANGUARD WELLINGTON FUND Investor Shares	8,109,515	244.77
Wells Fargo & Company/mn	8,062,281	247.28
FXAIX - Fidelity 500 Index Fund	7,652,383	244.77
Price T Rowe Associates Inc /md/	6,935,018	247.28
Bank of New York Mellon Corp	6,911,816	247.28
Royal Bank Of Canada	6,600,843	247.28

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
Vanguard Group Inc	67,004,180	247.28
BlackRock Inc.	50,402,155	247.28
State Street Corp	36,404,900	247.28
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	21,462,904	247.28
Wellington Management Group Llp	20,761,920	247.28
Jpmorgan Chase & Co	18,361,782	247.28
VFINX - Vanguard 500 Index Fund Investor Shares	16,353,121	247.28
Geode Capital Management, Llc	13,004,223	246.70
Bank Of America Corp /de/	11,834,149	247.28
Northern Trust Corp	9,457,539	247.28
Morgan Stanley	9,292,149	247.28
Spdr S&p 500 Etf Trust	8,137,321	247.28
VWELX - VANGUARD WELLINGTON FUND Investor Shares	8,109,515	244.77
Wells Fargo & Company/mn	8,062,281	247.28
FXAIX - Fidelity 500 Index Fund	7,652,383	244.77
Price T Rowe Associates Inc /md/	6,935,018	247.28
Bank of New York Mellon Corp	6,911,816	247.28
Royal Bank Of Canada	6,600,843	247.28
IVV - iShares Core S&P 500 ETF	6,478,509	247.28
VDIGX - Vanguard Dividend Growth Fund Investor Shares	6,064,699	259.45

Recent Quarter Analysis

Recent Quarter 49 New Institutes added position

Name	Shares	PPS
VANGUARD GROUP INC	65,964,993
Manning & Napier Group, LLC	120,992	246.87
Farmer Steven Patrick	83,764	246.88
Walker Asset Management, LLC	40,610	246.27
MNDFX - Disciplined Value Series Class I	24,785	249.14
USGRX - Growth & Income Fund Shares	23,660	249.15
WESPAC Advisors SoCal, LLC	22,573	246.89
My Personal CFO, LLC	18,168	246.86
QDEF - FlexShares Quality Dividend Defensive Index Fund	16,874	249.14
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A	16,729	247.18
Metis Global Partners, LLC	11,795	247.31
EQTIX - Shelton Core Value Fund Direct Shares	11,700	252.22
Patten & Patten Inc/tn	10,538	247.30
Deane Retirement Strategies, Inc.	7,091	252.57
TLORX - Transamerica Large Value Opportunities R	5,671	249.16
Naviter Wealth, LLC	4,092	246.82
FDMO - Fidelity Momentum Factor ETF	3,873	249.16
American Investment Services, Inc.	3,615	247.30
Heritage Financial Services, LLC	2,905	246.82
Silverleafe Capital Partners, LLC	2,334	246.79

Recent Quarter 474 Institutes closed out their positions

Name	Shares	PPS
Credit Suisse Ag/	1,825,234	247.28
Credit Suisse Ag/	1,825,234	247.28
Barclays Plc	1,551,544	247.28
HighTower Advisors, LLC	1,105,495	247.13
Hsbc Holdings Plc	787,107	248.23
MLAAX - MainStay Large Cap Growth Fund Class A	682,000	259.45
D. E. Shaw & Co., Inc.	362,905	247.28
MOAT - VanEck Vectors Morningstar Wide Moat ETF	352,848	241.11
Advisor Group Holdings, Inc.	350,007	226.59
USMC - Principal U.S. Mega-Cap Multi-Factor Index ETF	260,547	241.11
HQIAX - THE HARTFORD EQUITY INCOME FUND Class A	176,043	245.55
Marshall Wace North America L.P.	155,850	241.12
Walleye Trading LLC	135,500	247.28
Landsberg, Bennett, & Dubbaneh LLC	114,270	242.93
Qci Asset Management Inc/ny	111,208	241.11
SG Americas Securities, LLC	109,339	247.28
MAI Capital Management	104,724	247.28
O'Shares Investment Advisers, LLC	97,137	247.28
Group One Trading, L.p.	81,500	247.28
EVTMX - Eaton Vance Dividend Builder Fund Class A	78,500	241.11
B. Metzler seel. Sohn & Co. Holding AG	66,993	241.11
HighPoint Advisor Group LLC	55,714	241.11
Hexavest Inc.	52,384	241.10
Fortis Advisors, LLC	48,222	1.00
Segment Wealth Management, LLC	41,691	247.27
NWCAX - Nuveen Winslow Large-Cap Growth Fund Class A	38,450	259.45
PRFDX - T. Rowe Price Equity Income Fund	30,000	241.10
Sonora Investment Management, LLC	29,628	241.12
First Midwest Bank Trust Division	28,761	268.07
Squarepoint Ops LLC	26,400	247.27
Kingsview Wealth Management, LLC	26,228	268.07
Homrich & Berg	25,105	241.11
SUSA - iShares MSCI USA ESG Select ETF	23,997	245.53
Two Sigma Investments, Lp	23,902	247.26
Two Sigma Investments, Lp	23,902	247.26
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio	21,100	241.09
World Asset Management Inc	19,037	241.11
Magnolia Wealth Management, LLC	18,170	249.59
Asset Dedication, LLC	17,071	246.15
Moors & Cabot, Inc.	15,274	247.28
Mid Atlantic Financial Management Inc/adv	15,160	241.09
Carroll Financial Associates, Inc.	15,143	268.18
Nuveen Tax-advantaged Dividend Growth Fund	15,125	241.12
Optimal Asset Management, Inc.	15,062	241.14
IFP Advisors, Inc	14,471	268.81
Bbva Usa	13,058	241.15
IBM Retirement Fund	11,914	247.27
Metis Global Partners, LLC	11,795	247.31
HAP Trading, LLC	11,400	15.26
First Mercantile Trust Co	11,108	241.09
Farr Miller & Washington Llc/dc	10,963	241.08
Heritage Way Advisors, LLC	10,665	268.07
Patten & Patten Inc/tn	10,538	247.30
Country Club Trust Company, n.a.	10,122	267.14
Capital Fund Management S.a.	10,109	247.30
Capital Fund Management S.a.	10,109	247.30
Security National Trust Co	8,722	231.02
AdvisorNet Financial, Inc	7,110	247.26
NorthCoast Asset Management LLC	6,041	241.19
Pacific Wealth Strategies Group, Inc.	5,960	247.32
MEMBERS Trust Co	5,891	268.21
IGHSX - Voya Global Equity Portfolio Class S	5,869	241.10
WLVIX - Westwood Total Return Fund INSTITUTIONAL CLASS SHARES	5,681	245.56
Avestar Capital, LLC	5,673	247.31
Avestar Capital, LLC	5,673	247.31
Mercer Capital Advisers, Inc.	5,564	241.19
Old Dominion Capital Management Inc	5,305	241.09
Tudor Investment Corp Et Al	5,241	247.28
Tudor Investment Corp Et Al	5,241	247.28
Granite Investment Advisors, LLC	5,041	241.02
Professional Planning	4,970	241.05
KNGAX - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares	4,838	259.40
Ameritas Investment Corp	4,587	0.22
HSUAX - Rational Dynamic Brands Fund Class A Shares	4,500	241.11
IIFAX - Voya Balanced Income Portfolio Class ADV	4,386	241.22
JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV	3,976	241.20
Crescent Capital Consulting, LLC	3,946	268.12
American Investment Services, Inc.	3,615	247.30
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund)	3,535	241.02
Cardan Capital Partners, LLC	3,450	241.16
Beecher Investors Inc	3,385	247.27
Psagot Investment House Ltd.	3,254	241.24
Lantz Financial LLC	3,202	267.96
Pendal Group Ltd	2,999	247.42
Johanson Financial Advisors, Inc.	2,854	268.04
Alexandria Capital, LLC	2,837	241.10
Berman Capital Advisors, LLC	2,834	240.65
Covenant Multifamily Offices, LLC	2,424	245.46
Harbor Financial Services, Llc	2,200	240.91
Unified Trust Company, N.A.	2,189	241.21
Caerus Investment Advisors, LLC	2,119	247.29
Jefferies Group LLC	2,114	179.28
Laurion Capital Management LP	2,007	247.14
Laurion Capital Management LP	2,007	247.14
Pineno Levin & Ford Asset Management, Inc.	1,950	268.21
MXEQX - Great-West Large Cap Value Fund Investor Class	1,938	240.97
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class	1,800	241.11
Clear Street Markets Llc	1,700	247.06
HISF - First Trust Strategic Income ETF	1,696	245.28
Spotlight Asset Group, Inc.	1,686	241.40
Vivid Financial Management, Inc.	1,536	268.23
Weybosset Research & Management Llc	1,474	267.98
VHDAX - Voya U.S. High Dividend Low Volatility Fund Class A	1,401	244.83
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio	1,400	241.43
Ferris Capital, Llc	1,359	247.24
Fma Advisory Inc	1,321	240.73
T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio	1,254	240.83
Cascadia Advisory Services, LLC	1,229	240.85
Weather Gauge Advisory, LLC	1,200	240.83
Vista Wealth Management Group, LLC	1,166	247.00
Bullseye Investment Management, LLC	1,097	247.04
Arvest Bank Trust Division	1,080	241.67
Prentice Wealth Management LLC	1,057	241.25
Qp Wealth Management, Llc	1,055	247.39
GDMYX - Defensive Market Strategies Fund Institutional	1,033	241.05
WLDR - Affinity World Leaders Equity ETF	1,020	259.80
Howard Financial Services, Ltd.	913	247.54
VAUGHAN & Co SECURITIES, INC.	900
First Fiduciary Investment Counsel, Inc.	890	247.19
Mayport, Llc	835	246.71
Innova Wealth Partners	810	246.91
Objective Capital Management, LLC	810	246.91
Kohmann Bosshard Financial Services, LLC	810	246.91
Gemmer Asset Management LLC	793	247.16
TADS - Trend Aggregation Dividend Stock ETF	760	240.79
RNDV - US Equity Dividend Select ETF	719	247.57
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Equity VIP Class A	640	240.62
ITEAX - VY(R) T. Rowe Price Equity Income Portfolio Class ADV	600	241.67
Heritage Wealth Management, Llc	438	242.01
Tarbox Family Office, Inc.	353	246.46
Paladin Advisory Group, LLC	343	247.81
Filbrandt Wealth Management, LLC	319	241.38
Smith Group Asset Management, LLC	319	247.65
DEFN - Emles Protective Allocation ETF	255	239.22
NWLG - Nuveen Winslow Large-Cap Growth ESG ETF	255	258.82
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A	255	239.22
REUYX - Sustainable Equity Fund Class Y	246	260.16
TEQI - T. Rowe Price Equity Income ETF	161	242.24
Conrad Siegel Investment Advisors, Inc.	150	246.67
McCarthy Asset Management, Inc.	145	248.28
Stephenson National Bank & Trust	135	244.44
Future Financial Wealth Managment LLC	93	247.31
UBCB - UBC Algorithmic Fundamentals ETF	44	250.00
GBLO - Global Beta Low Beta ETF	37	243.24
West Financial Advisors, LLC	20	250.00
AXS Investments LLC
CBIZ Investment Advisory Services, LLC
FLDOX - MODERATE ALLOCATION FUND Retail Class
Brendel Financial Advisors LLC
FLFGX - GLOBAL ALLOCATION FUND Retail Class
Fft Wealth Management Llc
Partners Capital Investment Group, Llp
T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
TRPBX - T. Rowe Price Spectrum Moderate Allocation Fund
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
Caxton Associates Lp
AGCIX - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class
MBCGX - MassMutual Select Blue Chip Growth Fund Class A
Locust Wood Capital Advisers, Llc
Claybrook Capital, LLC
Benson Investment Management Company, Inc.
Lake Street Advisors Group, Llc
Tuttle Tactical Management LLC
Savior LLC
Mrj Capital Inc
Paragon Wealth Strategies, LLC
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
EagleClaw Capital Managment, LLC
PASIX - PACE Alternative Strategies Investments Class A
Standard Family Office LLC
Wolverine Asset Management Llc
TPLGX - T. Rowe Price Institutional Large-Cap Core Growth Fund
FTQI - First Trust Hedged BuyWrite Income ETF
TVVAX - Guggenheim RBP Large-Cap Value Fund Class A
Cardinal Capital Management, Inc.
Chapman Investment Management, LLC
Maltin Wealth Management, Inc.
Stormborn Capital Management, Llc
LEVOX - Lazard US Equity Concentrated Portfolio Open Shares
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc.
Spouting Rock Asset Management, LLC
TVEAX - Guggenheim RBP Dividend Fund Class A
Core Wealth Advisors, Inc.
Prudent Man Advisors, LLC
Bingham Osborn & Scarborough Llc
Isthmus Partners, Llc
Bp Plc
JAGAX - Janus Henderson Adaptive Global Allocation Fund Class A
Truadvice, LLC
TRSGX - T. Rowe Price Spectrum Moderate Growth Allocation Fund
Hourglass Capital, Llc
FVWSX - Fidelity Series Opportunistic Insights Fund
Flagship Private Wealth, LLC
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
Clear Harbor Asset Management, LLC
FLMFX - MUIRFIELD FUND Retail Class
FCNTX - Fidelity Contrafund
Weld Capital Management Llc
New World Advisors LLC
Kerntke Otto McGlone Wealth Management Group
Sageworth Trust Co
FTLS - First Trust Long/Short Equity ETF
Markston International Llc
Quantbot Technologies LP
New Capital Management LP
Monumental Financial Group Inc.
Moore Capital Management, Lp
Kemnay Advisory Services Inc.
FLSPX - SPECTRUM FUND Retail Class
FLRUX - CONSERVATIVE ALLOCATION FUND Retail Class
JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
FLCNX - Fidelity Contrafund K6
Howard Wealth Management, Llc
FTHI - First Trust BuyWrite Income ETF
Gsa Capital Partners Llp
Permanens Capital L.P.
Boyd Watterson Asset Management Llc/oh
UGOFX - Global Managed Volatility Fund Institutional Shares
Brand Asset Management Group, Inc.
3G Sahana Capital Management LP
Hayden Royal, Llc
FLDFX - BALANCED FUND Retail Class
Fluent Financial, LLC
Tobias Financial Advisors, Inc.
Marathon Capital Management
WFA of San Diego, LLC
Johnson Financial Group, LLC
Pensionfund DSM Netherlands
Virtu Financial LLC
Helios Capital Management Pte. Ltd
Mirabella Financial Services Llp
Emerson Wealth Management, LLC
William Allan, Llc
Ford Financial Group, LLC
Mosaic Advisors LLC
Equius Partners, Inc.
Cliftonlarsonallen Wealth Advisors, Llc
XTX Topco Ltd
DiMeo Schneider & Associates, L.L.C.
Telos Capital Management, Inc.
QCGRRX - Growth Account Class R1
Prelude Capital Management, Llc
Arbor Investment Advisors, LLC
Pine Haven Investment Counsel, Inc
Deuterium Capital Management, LLC
Bayesian Capital Management, LP
Financial Advisory Corp /ut/ /adv
Teza Capital Management LLC
Commerzbank Aktiengesellschaft /fi
Hemenway Trust Co LLC
Hall Private Wealth Advisors
TD Capital Management LLC
Godsey & Gibb Associates
Cornerstone Advisors, LLC
MWMIX - VanEck Morningstar Wide Moat Fund Class I
Polar Asset Management Partners Inc.
Rather & Kittrell, Inc.
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class
Balentine LLC
Regency Capital Management Inc.\DE
Machina Capital S.a.s.
Mach-1 Financial Group, Inc.
Advisor Resource Council
WAYEX - WAYCROSS LONG/SHORT EQUITY FUND
GraniteShares Advisors LLC
Boston Common Asset Management, LLC
Teamwork Financial Advisors, LLC
Sentinel Pension Advisors Inc
Chiron Investment Management, LLC
Mcrae Capital Management Inc
Truepoint, Inc.
PKAIX - PIMCO RAE US Fund Institutional Class
Archetype Wealth Partners
Taylor, Cottrill, Erickson & Associates, Inc.
Cowen And Company, Llc
Tru Independence Asset Management 2, Llc
Samlyn Capital, Llc
Holloway Wealth Management, LLC
Melvin Capital Management LP
Ade, Llc
Blue Square Asset Management, Llc
Thompson Investment Management, Inc.
First Command Advisory Services, Inc.
HLQVX - JPMorgan Large Cap Value Fund Class I
LexAurum Advisors, LLC
SENT - AdvisorShares Alpha DNA Equity Sentiment ETF
Neo Ivy Capital Management
Liberty Wealth Management Llc
Wagner Wealth Management, Llc
TAP Consulting, LLC
Delphia (USA) Inc.
Peavine Capital, Llc
Scopus Asset Management, L.p.
Central Asset Investments & Management Holdings (HK) Ltd
Trust Investment Advisors
Mbb Public Markets I Llc
CHCGX - The Chesapeake Growth Fund
James Hambro & Partners
Knuff & Co LLC
Viking Global Investors Lp
NuWave Investment Management, LLC
Schonfeld Strategic Advisors LLC
SageGuard Financial Group, LLC
B&D White Capital Company, LLC
Quantitative Systematic Strategies LLC
PNBAX - Virtus NFJ Large-Cap Value Fund A
Encompass Wealth Advisors, Llc
Lowell Blake & Associates Inc.
REVS - Columbia Research Enhanced Value ETF
Amplius Wealth Advisors, LLC
Silver Oak Advisory Group, Inc.
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A)
Gibraltar Capital Management, Inc.
Mandatum Life Insurance Co Ltd
BlueSky Wealth Advisors, LLC
Qube Research & Technologies Ltd
Interval Partners, LP
Enlightenment Research, LLC
FNIAX - Fidelity Advisor New Insights Fund Class A
Barometer Capital Management Inc.
K.J. Harrison & Partners Inc
Boyd Wealth Management, LLC
Fosun International Ltd
Thompson Davis & Co., Inc.
Ramsey Quantitative Systems
Suncoast Equity Management
Voya Global Equity Dividend & Premium Opportunity Fund
Flynn Zito Capital Management, Llc
Carderock Capital Management Inc
Parkwood LLC
Lakewood Capital Management, Lp
Interchange Capital Partners, LLC
Lountzis Asset Management, Llc
Alphasimplex Group, Llc
Full Sail Capital, LLC
Resolute Advisors LLC
Essex Investment Management Co Llc
Maplelane Capital, Llc
FFPIX - Fidelity Flex Opportunistic Insights Fund
FS Series Trust - FS Real Asset Fund Class A
Oxinas Partners Wealth Management LLC
TCM Advisors, LLC
Advanced Research Investment Solutions, Llc
Colton Groome Financial Advisors, Llc
Anson Funds Management LP
Atom Investors LP
Ninepoint Partners LP
Aquatic Capital Management LLC
Aigen Investment Management, Lp
Hancock Whitney Investment Services Inc.
Peconic Partners Llc
MMLG - First Trust Multi-Manager Large Growth ETF
FLDGX - DYNAMIC ALLOCATION FUND Retail Class
Fusion Capital, LLC
Parisi Gray Wealth Management
Quinn Opportunity Partners LLC
ANTDX - Nt Disciplined Growth Fund Investor Class
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
Evolution Wealth Advisors, LLC
Macroview Investment Management Llc
Manteio Capital LLC
Triad Financial Advisors, Inc.
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
Alpha DNA Investment Management LLC
Quantitative Investment Management, LLC
ADVGX - North Square Advisory Research All Cap Value Fund Class I
Morningstar Funds Trust - Morningstar Alternatives Fund
United Fire Group Inc
Voya Global Advantage & Premium Opportunity Fund
Campbell Wealth Management
Grandview Asset Management LLC
Personal Wealth Partners
Truvestments Capital Llc
Barnett & Company, Inc.
Gerber Kawasaki Wealth & Investment Management
Candlestick Capital Management LP
Guidance Point Advisors, LLC
Masterton Capital Management, LP
GFSYX - Strategic Alternatives Fund Institutional
Sumitomo Mitsui Financial Group, Inc.
PRW Wealth Management LLC
Benchmark Financial Wealth Advisors, LLC
TEGS - Trend Aggregation ESG ETF
StoneX Group Inc.
Lombard Odier Asset Management (Switzerland) SA
ASPY - ASYMshares ASYMmetric 500 ETF
Better Money Decisions, LLC
Andrew Hill Investment Advisors, Inc.
United Capital Management of KS, Inc.
Franklin Street Capital Partners, LLC
True North Advisors, LLC
Clay Northam Wealth Management, LLC
True Link Financial Advisors, LLC
Zweig-DiMenna Associates LLC
HM Capital Management, LLC
James Reed Financial Services, Inc.
Cumberland Partners Ltd
Reston Wealth Management Llc
York Capital Management Global Advisors, LLC
Granger Management LLC
Urban Wealth Management, LLC
Aquire Wealth Advisors, LLC
PCJ Investment Counsel Ltd.
Blueshift Asset Management, LLC
Aries Wealth Management
Triasima Portfolio Management inc.
Marathon Trading Investment Management LLC
Pearl River Capital, LLC
Lombard Odier Asset Management (USA) Corp
Accuvest Global Advisors
Diversified, LLC
Stelac Advisory Services LLC
Occudo Quantitative Strategies Lp
Home Federal Bank Of Tennessee
RPG Investment Advisory, LLC
Jacobson & Schmitt Advisors, Llc
Bank Hapoalim Bm
Kehrs Ridge Capital,LLC
Botty Investors LLC
Seven Eight Capital, Lp
Bell Asset Management Ltd
C WorldWide Group Holding A/S
Marathon Trading Investment Management LLC
WestEnd Advisors, LLC
Aristotle Capital Management, LLC
CenterStar Asset Management, LLC
LifeSteps Financial, Inc.
Norges Bank
First National Bank of Hutchinson
North Fourth Asset Management, LP
Masso Torrence Wealth Management Inc.
GFCIX - Guggenheim Capital Stewardship Fund Institutional
Engine No. 1 Llc
Rossmore Private Capital
Ibex Wealth Advisors
Leverty Financial Group, LLC
Stonebridge Financial Planning Group, LLC
Caption Management, LLC
Sowell Financial Services LLC
Duality Advisers, Lp
Independent Wealth Network Inc.
Slow Capital, Inc.
S. R. Schill & Associates
AlphaCentric Advisors LLC
ICICI Prudential Asset Management Co Ltd
Livingston Group Asset Management CO (operating as Southport Capital Management)
FORA Capital, LLC
Gladius Capital Management LP
Angeles Investment Advisors, LLC
Winslow Capital Management, LLC
Ergoteles LLC
AMP Capital Investors Ltd
ADSIX - Disciplined Growth Fund Investor Class
Ahl Investment Management, Inc.
Elmwood Wealth Management, Inc.
Firestone Capital Management
Gladius Capital Management LP
Sciencast Management LP
Strategic Wealth Designers
Bluefin Capital Management, Llc
Investors Financial Group, LLC
Financial Planners of Cleveland, Inc.
PQIIX - PIMCO Dividend and Income Fund Institutional Class
Cowen And Company, Llc
Stoneridge Investment Partners Llc
Tandem Investment Advisors, Inc.
Petrus Trust Company, LTA
Cohen Lawrence B
qPULA Trading Management LP
Rinkey Investments
Baldrige Asset Management LLC
Hennessy Advisors Inc
Graham Capital Management, L.P.
NAWGX - Voya Global Equity Fund Class A

Recent Quarter 842 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
BlackRock Inc.	52,918,755		50,402,155	247.28
VDIGX - Vanguard Dividend Growth Fund Investor Shares	5,963,643	249.16	6,064,699	259.45
Spdr Dow Jones Industrial Average Etf Trust	5,676,543	249.16	5,594,193	259.45
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares	4,575,294	249.16	4,910,236	259.45
VYM - Vanguard High Dividend Yield Index Fund ETF Shares	2,933,403	249.16	2,929,778	259.45
CAIBX - CAPITAL INCOME BUILDER Class A	1,815,766	249.16	1,815,766	259.45
VWNFX - Vanguard Windsor II Fund Investor Shares	1,792,432	249.16	1,792,432	259.45
USMV - iShares Edge MSCI Min Vol USA ETF	1,356,363	249.16	1,360,411	259.45
SWPPX - Schwab S&P 500 Index Fund	1,353,616	249.16	1,324,477	259.45
AMRMX - AMERICAN MUTUAL FUND Class A	1,351,933	249.16	2,108,831	259.45
DGRO - iShares Core Dividend Growth ETF	1,279,224	249.16	1,116,557	259.45
AustralianSuper Pty Ltd	1,067,972	246.88	1,142,841	247.28
AWSHX - WASHINGTON MUTUAL INVESTORS FUND Class A	1,029,349	249.16	351,874	259.45
LCEAX - Invesco Diversified Dividend Fund Class A	919,785	249.16	919,785	259.45
DVY - iShares Select Dividend ETF	759,856	249.16	663,365	259.45
FSUVX - Fidelity SAI U.S. Low Volatility Index Fund	690,902	249.16	637,845	259.45
IHGIX - THE HARTFORD DIVIDEND AND GROWTH FUND Class A	688,207	249.16	656,312	259.45
HAIAX - HARTFORD CORE EQUITY FUND Class A	625,493	249.16	639,955	259.45
NSBAX - Nuveen Santa Barbara Dividend Growth Fund - Class A	591,162	249.16	606,666	259.45
TIEIX - TIAA-CREF Equity Index Fund Institutional Class	590,710	249.16	559,519	259.45

Recent Quarter 97 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
LBSAX - Columbia Dividend Income Fund Class A	1,919,313	252.21	1,525,021	244.77
LCCAX - Columbia Contrarian Core Fund Class A	263,485	252.21	629,781	244.77
INUTX - Columbia Dividend Opportunity Fund Class A	180,000	252.21	170,000	244.77
Gulf International Bank (UK) Ltd	123,315	247.74	123,540	247.27
CBLAX - Columbia Balanced Fund Class A	114,772	252.21	292,038	244.77
NEIAX - Columbia Large Cap Index Fund Class A	70,942	252.21	69,205	244.77
CZMVX - Multi-Manager Value Strategies Fund Institutional Class	66,243	252.21	59,823	244.77
Bedrijfstakpensioenfonds Voor De Media Pno	59,000	236.15	59,000	222.24
Louisiana State Employees Retirement System	46,800	256.50	47,200	255.85
PBUS - Invesco PureBeta MSCI USA ETF	46,703	252.21	45,731	244.78
Davis-rea Ltd.	43,128	246.89	60,318	136.33
HighTower Trust Services, LTA	39,397	252.43	39,121	247.28
Brookstone Capital Management	34,872	253.24	36,225	250.43
DRDAX - Dearborn Partners Rising Dividend Fund - Class A Shares	32,793	252.22	32,793	244.78
Money Concepts Capital Corp	30,423	252.97	41,935	247.29
CGDV - Capital Group Dividend Value ETF Share Class	27,365	252.22	2,889	244.72
Geneos Wealth Management Inc.	19,619	252.92	19,361	247.25
Wealth Enhancement Advisory Services, Llc	19,092	253.25	29,890	246.84
DEF - Invesco Defensive Equity ETF	12,657	252.19	11,430	244.79
Valley National Advisers Inc	12,149	252.94	12,254	247.27

Recent Quarter 438 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
BlackRock Inc.	2,516,600	52,918,755		50,402,155	247.28	4.99
AWSHX - WASHINGTON MUTUAL INVESTORS FUND Class A	677,475	1,029,349	249.16	351,874	259.45	192.53
LBSAX - Columbia Dividend Income Fund Class A	394,292	1,919,313	252.21	1,525,021	244.77	25.85
DGRO - iShares Core Dividend Growth ETF	162,667	1,279,224	249.16	1,116,557	259.45	14.57
Sabal Trust CO	145,654	156,582	246.88	10,928	247.25	1332.85
VMNVX - Vanguard Global Minimum Volatility Fund Admiral Shares	111,973	123,756	249.16	11,783	259.44	950.29
DVY - iShares Select Dividend ETF	96,491	759,856	249.16	663,365	259.45	14.55
Spdr Dow Jones Industrial Average Etf Trust	82,350	5,676,543	249.16	5,594,193	259.45	1.47
DIVO - Amplify CWP Enhanced Dividend Income ETF	79,745	287,946	249.16	208,201	259.45	38.30
FSUVX - Fidelity SAI U.S. Low Volatility Index Fund	53,057	690,902	249.16	637,845	259.45	8.32
RSP - Invesco S&P 500 Equal Weight ETF	42,743	286,203	249.16	243,460	259.45	17.56
PEJ - Invesco Dynamic Leisure and Entertainment ETF	42,609	291,686	249.16	249,077	259.45	17.11
JNBAX - JPMorgan Income Builder Fund Class A	37,879	169,435	249.16	131,556	259.45	28.79
FCEUX - Franklin U.S. Core Equity (IU) Fund Advisor	36,051	57,986	249.16	21,935	259.45	164.35
IHGIX - THE HARTFORD DIVIDEND AND GROWTH FUND Class A	31,895	688,207	249.16	656,312	259.45	4.86
TIEIX - TIAA-CREF Equity Index Fund Institutional Class	31,191	590,710	249.16	559,519	259.45	5.57
GAOAX - JPMorgan Global Allocation Fund Class A	29,913	100,308	249.16	70,395	259.45	42.49
SWPPX - Schwab S&P 500 Index Fund	29,139	1,353,616	249.16	1,324,477	259.45	2.20
Old National Bancorp /in/	27,915	44,525	246.87	16,610	247.26	168.06
Inverness Counsel Llc /ny/	27,887	94,532	246.88	66,645	247.28	41.84

Recent Quarter 376 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
AMRMX - AMERICAN MUTUAL FUND Class A	756,898	1,351,933	249.16	2,108,831	259.45	-35.89
Aaron Wealth Advisors LLC	617,194	3,231	246.67	620,425	4.04	-99.48
LCCAX - Columbia Contrarian Core Fund Class A	366,296	263,485	252.21	629,781	244.77	-58.16
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares	334,942	4,575,294	249.16	4,910,236	259.45	-6.82
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A	279,097	181,366	249.16	460,463	259.45	-60.61
CBLAX - Columbia Balanced Fund Class A	177,266	114,772	252.21	292,038	244.77	-60.70
HBLAX - THE HARTFORD BALANCED INCOME FUND Class A	124,573	96,480	249.16	221,053	259.45	-56.35
VDIGX - Vanguard Dividend Growth Fund Investor Shares	101,056	5,963,643	249.16	6,064,699	259.45	-1.67
ITHAX - THE HARTFORD CAPITAL APPRECIATION FUND Class A	94,920	272,074	249.16	366,994	259.45	-25.86
Artemis Investment Management LLP	86,213	1,072	247.20	87,285	247.10	-98.77
FEQIX - Fidelity Equity-Income Fund	76,900	301,044	249.16	377,944	259.45	-20.35
AustralianSuper Pty Ltd	74,869	1,067,972	246.88	1,142,841	247.28	-6.55
TOK - iShares MSCI Kokusai ETF	50,828	2,534	249.01	53,362	259.45	-95.25
FLCPX - Fidelity SAI U.S. Large Cap Index Fund	47,907	247,518	249.16	295,425	259.45	-16.22
PYVLX - Payden Equity Income Fund (Investor Class)	38,900	66,300	249.16	105,200	259.45	-36.98
Truist Financial Corp	36,065	558,326	246.88	594,391	247.28	-6.07
IYC - iShares U.S. Consumer Services ETF	29,889	137,142	249.16	167,031	259.45	-17.89
Claudia M.p. Batlle, Crp (r) Llc	29,699	968	246.90	30,667	247.27	-96.84
FXD - First Trust Consumer Discretionary AlphaDEX Fund	29,529	6,753	249.22	36,282	259.44	-81.39
HIGJX - Carillon Eagle Growth & Income Fund Class I	24,490	102,891	249.16	127,381	259.45	-19.23

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 3 Previous Institutes closed Put Positions

Name	Previous Puts
Marathon Trading Investment Management LLC	0
SpiderRock Advisors, LLC	0
Gladius Capital Management LP	0

Recent Quarter 1 Previous Institutes closed Call Positions

Name	Previous Calls
Caption Management, LLC	0

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 1 Institutes Increased Short Positions

Name
KNGAX - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 1 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease
Paladin Advisory Group, LLC	39	304	343	-11.37

Recent Quarter 1 Institutes Reduced Short Positions

Name
NCLIX - Nuance Concentrated Value Long-Short Fund Investor Class Shares

Past Week Analysis

Past Week 10 New Institutes added position

Name	Shares	PPS
Walker Asset Management, LLC	40,610	246.27
WESPAC Advisors SoCal, LLC	22,573	246.89
EQTIX - Shelton Core Value Fund Direct Shares	11,700	252.22
Heritage Financial Services, LLC	2,905	246.82
Joule Financial, LLC	1,305	246.74
P-Solve Investments Ltd	854	245.90
Clarity Wealth Advisors, LLC	847	246.75
Darrow Company, Inc.	35	228.57
Triasima Portfolio Management inc.	0
Urban Wealth Management, LLC	0

Past Week 15 Institutes closed out their positions

Name	Shares	PPS
McCarthy Asset Management, Inc.	145	248.28
Magnolia Wealth Management, LLC	18,170	249.59
Gemmer Asset Management LLC	793	247.16
Tarbox Family Office, Inc.	353	246.46
Triasima Portfolio Management inc.
IBM Retirement Fund	11,914	247.27
Pendal Group Ltd	2,999	247.42
Conrad Siegel Investment Advisors, Inc.	150	246.67
O'Shares Investment Advisers, LLC	97,137	247.28
Bullseye Investment Management, LLC	1,097	247.04
First Fiduciary Investment Counsel, Inc.	890	247.19
VAUGHAN & Co SECURITIES, INC.	900
Urban Wealth Management, LLC
Pacific Wealth Strategies Group, Inc.	5,960	247.32
Beecher Investors Inc	3,385	247.27

Past Week 251 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Commonwealth Equity Services, Llc	567,174	246.88	553,552	247.28
Truist Financial Corp	558,326	246.88	594,391	247.28
Bank Julius Baer & Co. Ltd, Zurich	444,779	246.88	465,523	247.28
Everett Harris & Co /ca/	410,820	246.88	413,986	247.28
Welch & Forbes Llc	322,867	246.88	323,115	247.28
Strs Ohio	276,084	246.88	273,408	247.28
Dearborn Partners Llc	251,117	246.88	252,144	247.28
Umb Bank N A/mo	194,194	246.88	193,263	247.28
Boston Trust Walden Corp	190,211	246.88	191,854	247.28
Welch Group, LLC	184,342	246.88	179,853	247.28
Conning Inc.	153,455	246.49	162,463	247.09
Alpha Cubed Investments, LLC	128,056	246.88	129,631	247.28
Guyasuta Investment Advisors Inc	114,252	246.88	114,336	247.28
Howard Capital Management Group, LLC	109,724	246.88	110,929	247.28
MAI Capital Management	109,064	246.88	104,724	247.28
Tower Bridge Advisors	99,764	246.88	102,139	247.28
Inverness Counsel Llc /ny/	94,532	246.88	66,645	247.28
Corbenic Partners LLC	90,799	246.89	91,367	247.28
Stratos Wealth Partners, LTD.	84,583	246.88	79,468	247.28
Hartford Investment Management Co	76,107	246.88	75,829	247.28
Wealthfront Advisers Llc	75,910	246.88	56,990	247.27
Sandy Spring Bank	72,130	246.87	73,953	247.29
Cutler Investment Counsel Llc	62,106	246.88	61,519	247.27
Monarch Capital Management Inc/	46,184	246.88	46,601	247.27
Old National Bancorp /in/	44,525	246.87	16,610	247.26
Sequoia Financial Advisors, LLC	44,420	246.89	43,485	247.28
CWA Asset Management Group, LLC	43,455	246.88	42,069	247.28
Segment Wealth Management, LLC	43,392	246.89	41,691	247.27
Spire Wealth Management	42,762	246.88	57,677	247.59
Culbertson A N & Co Inc	42,317	246.87	42,317	247.28
Atlantic Union Bankshares Corp	41,450	246.90	41,927	247.29
New Mexico Educational Retirement Board	41,419	246.89	43,419	247.29
Trust Co Of Vermont	37,971	246.87	37,883	247.29
Jacobs & Co/ca	37,028	246.87	39,137	247.26
Lincoln Capital LLC	35,830	246.89	35,771	247.30
Atwater Malick LLC	34,715	246.87	34,451	247.28
Edge Wealth Management LLC	28,553	246.87	30,217	247.28
Rice Partnership, LLC	28,358	246.88	27,945	247.27
Toth Financial Advisory Corp	27,306	246.87	27,135	247.28
Savant Capital, LLC	25,906	246.89	25,252	247.27
Campbell Newman Asset Management Inc	25,467	246.87	25,467	247.26
Stratos Wealth Advisors, LLC	21,692	246.87	21,294	247.30
Wedbush Securities Inc	21,616	246.90	19,309	247.29
Exeter Financial, LLC	21,298	246.88	21,294	247.30
TCI Wealth Advisors, Inc.	21,244	246.89	21,276	247.32
North Star Investment Management Corp.	20,531	246.89	20,764	247.30
Great Valley Advisor Group, Inc.	19,948	246.89	14,192	256.41
Baxter Bros Inc	19,857	246.87	19,807	247.29
Alpha Omega Wealth Management LLC	19,341	246.88	19,449	247.26
LVW Advisors, LLC	18,770	246.88	18,985	247.30
NatWest Group plc	18,647	246.85	17,806	247.28
Icon Wealth Partners, LLC	18,573	246.86	18,683	247.28
Cornerstone Wealth Group, LLC	18,526	246.90	16,839	247.28
Bogart Wealth, LLC	18,387	246.86	15,332	247.33
Consolidated Capital Management, Llc	17,738	246.87	17,766	247.27
Beacon Financial Group	17,572	246.53	16,867	251.08
Hall Capital Management Co Inc	17,514	246.89	18,077	247.28
Lee Danner & Bass Inc	17,273	246.86	17,526	247.29
First Hawaiian Bank	17,188	246.86	18,129	247.28
Altium Wealth Management LLC	17,024	246.89	12,861	247.26
Ellsworth Advisors, LLC	16,748	246.90	16,379	255.88
Rnc Capital Management Llc	16,623	246.89	17,052	247.30
Trust Co Of Virginia /va	15,616	246.86	15,460	247.28
Sumitomo Life Insurance Co	14,738	246.91	14,446	247.27
GSB Wealth Management, LLC	14,623	246.87	15,239	247.26
Liberty Capital Management, Inc.	14,333	246.91	14,295	247.29
Means Investment Co., Inc.	14,094	246.91	14,035	247.31
GPS Wealth Strategies Group, LLC	12,671	246.86	10,652	247.28
Richelieu Gestion PLC	12,567	246.92	14,455	247.25
Argus Investors' Counsel, Inc.	12,257	246.88	11,979	247.27
Grimes & Company, Inc.	12,097	246.92	11,995	247.27
Hengehold Capital Management Llc	12,058	246.89	11,624	247.25
LeJeune Puetz Investment Counsel LLC	11,837	246.85	11,734	247.23
Front Street Capital Management, Inc.	11,812	246.87	11,812	247.29
Founders Capital Management	11,575	246.91	15,671	268.07
Financial Consulate, Inc	11,469	246.84	11,469	247.28
Capital Investment Advisory Services, LLC	11,259	246.91	11,427	247.31
Coastline Trust Co	11,107	246.87	10,631	247.20
O'Brien Wealth Partners LLC	10,681	246.89	10,808	247.50
Tealwood Asset Management Inc	10,677	246.89	10,736	247.30
Lester Murray Antman dba SimplyRich	10,311	246.82	10,311	247.21
Dixon Hubard Feinour & Brown Inc/va	10,141	246.92	10,378	247.25
Ogorek Anthony Joseph /ny/ /adv	10,037	246.89	9,805	247.22
Brandywine Oak Private Wealth Llc	9,909	246.85	9,909	247.25
Courier Capital Llc	9,711	246.94	9,801	247.32
Bell & Brown Wealth Advisors, Llc	9,706	246.86	10,142	247.29
Keystone Financial Planning, Inc.	9,682	246.85	9,907	247.30
Chicago Capital, LLC	9,512	246.85	9,505	247.24
Griffin Asset Management, Inc.	9,490	246.89	9,486	247.31
Cadence Bank Na	9,455	246.85	10,829	247.30
Good Life Advisors, LLC	9,443	246.85	9,446	247.30
Am Investment Strategies Llc	9,386	246.86	9,656	247.31
Hohimer Wealth Management, Llc	9,071	246.83	9,071	247.27
BKD Wealth Advisors, LLC	8,977	246.85	7,478	247.26
SOL Capital Management CO	8,591	246.89	8,591	247.24
Peterson Financial Group, Inc.	8,232	246.84	7,831	247.22
Jmac Enterprises Llc	8,011	246.91	8,016	247.26
Columbia Trust Co 01012016	7,949	246.95	8,344	250.48
Chesapeake Wealth Management	7,870	246.89	7,795	247.21
Nadler Financial Group, Inc.	7,863	246.85	7,888	247.34
Aevitas Wealth Management, Inc.	7,738	246.83	7,726	247.35
Nikulski Financial, Inc.	7,717	246.86	7,574	247.29
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH	7,600	246.84	5,082	250.30
Hc Financial Advisors Inc	7,528	246.81	7,741	247.25
Loveless Wealth Management LLC	7,496	246.93	7,491	247.23
Howland Capital Management Llc	7,254	246.90	2,804	247.50
Eastern Bank	7,190	246.87	7,660	247.26
Mcdonald Partners Llc	7,119	246.94	7,082	247.25
Granite Investment Partners, LLC	6,836	246.93	6,861	247.34
Essex Savings Bank	6,742	246.81	6,758	247.26
Beacon Financial Advisory LLC	6,691	246.90	6,687	247.35
Powers Advisory Group, LLC	6,671	246.89	6,959	247.31
Comerica Securities,inc.	6,619	246.87	6,785	247.31
Genesee Capital Advisors, LLC	6,534	246.86	5,717	247.33
Grant/GrossMendelsohn, LLC	6,441	251.36	6,421	255.26
JNBA Financial Advisors	6,404	246.88	6,501	247.19
Freedom Day Solutions, LLC	6,369	246.82	6,506	247.31
Cornell Pochily Investment Advisors, Inc.	6,360	246.86	6,292	247.30
Sawtooth Solutions, LLC	6,179	246.97	4,960	247.38
Patton Albertson Miller Group, Llc	6,172	246.92	6,197	247.22
44 Wealth Management Llc	6,146	246.83	5,701	247.33
New England Research & Management, Inc.	5,977	246.95	5,977	247.28
WoodTrust Financial Corp	5,901	246.91	1,745	247.56
D.B. Root & Company, LLC	5,758	246.79	5,592	247.14
Successful Portfolios LLC	5,708	246.85	5,712	247.20
Asset Allocation & Management Company, LLC	5,600	246.96	6,140	247.23
Central Bank & Trust Co	5,534	246.84	3,752	247.33
Townsend Asset Management Corp /nc/ /adv	5,368	246.83	5,366	247.30
Schrum Private Wealth Management LLC	5,363	246.88	5,363	248.37
Capital Investment Counsel, Inc	5,314	246.89	5,314	247.27
Ziegler Capital Management, LLC	5,286	246.88	1,101	247.05
SignalPoint Asset Management, LLC	5,168	246.71	5,168	247.29
CRA Financial Services, LLC	5,166	246.81	5,051	247.28
Toews Corp /adv	5,000	246.80	1,700	247.06
Walter & Keenan Financial Consulting Co /mi/ /adv	4,986	246.89	5,001	247.35
TFG Advisers LLC	4,939	246.81	4,972	247.18
Blodgett Wealth Advisors, Llc	4,922	246.85	4,924	247.36
Bowling Portfolio Management LLC	4,843	246.95	3,866	247.28
Highview Capital Management LLC/DE/	4,783	246.92	4,413	247.22
Northstar Asset Management Llc	4,776	246.86	4,786	247.18
Security Financial Services, INC.	4,712	246.82	4,736	247.26
Mitchell Mcleod Pugh & Williams Inc	4,700	246.81	4,669	247.38
Richwood Investment Advisors, LLC	4,598	246.85	4,540	247.36
Hartford Financial Management Inc.	4,553	246.87	4,553	247.31
Mengis Capital Management, Inc.	4,515	246.73	4,515	247.18
G&S Capital LLC	4,508	246.89	4,609	247.34
Beacon Investment Advisory Services, Inc.	4,459	246.92	4,325	247.40
Accredited Investors Inc.	4,324	246.76	4,522	247.24
TruWealth Advisors, LLC	4,311	246.81	3,189	247.41
Meritage Portfolio Management	4,271	246.78	4,268	247.19
Aurora Private Wealth, Inc.	4,255	246.77	4,251	247.24
Stewart & Patten Co Llc	4,245	246.88	4,192	247.38
Edmonds Duncan Registered Investment Advisors, LLC	4,189	246.84	4,189	247.31
Hendershot Investments Inc.	4,162	246.76	4,162	247.24
Forbes J M & Co Llp	4,007	246.82	3,907	247.25
Institute for Wealth Management, LLC.	3,945	246.89	3,753	247.27
Ledyard National Bank	3,923	247.00	4,009	247.19
BTC Capital Management, Inc.	3,907	246.48	1,190	247.06
Legacy Wealth Asset Management, LLC	3,861	246.83	3,827	247.19
Rede Wealth, LLC	3,839	246.94	3,839	247.20
Next Capital Management LLC	3,806	246.72	3,797	247.30
Eagle Ridge Investment Management	3,771	246.88	3,601	247.15
Harbour Capital Advisors, LLC	3,762	246.94	3,762	247.21
Cahaba Wealth Management, Inc.	3,710	246.90	3,891	249.04
Mv Capital Management, Inc.	3,647	246.78	3,616	247.23
Charter Oak Capital Management, LLC	3,606	246.81	3,591	268.17
JTC Employer Solutions Trusteee Ltd	3,540	246.89	3,540	247.46
Brightworth	3,488	246.85	3,426	247.23
Morris Financial Concepts, Inc.	3,454	246.96	3,461	247.33
Ami Asset Management Corp	3,388	246.75	3,622	247.38
Secure Asset Management, LLC	3,342	246.86	3,285	247.18
Woodley Farra Manion Portfolio Management Inc	3,317	246.91	3,344	247.31
Bell Rock Capital Llc	3,259	247.01	8,001	249.22
Corundum Group, Inc.	3,248	246.92	3,185	247.41
Spirit Of America Management Corp/ny	3,180	246.86	3,580	247.21
Hennion & Walsh Asset Management, Inc.	3,129	246.72	2,662	247.18
Monument Capital Management	3,102	246.94	2,675	247.10
Atwood & Palmer Inc	3,010	246.84	3,133	247.37
SNS Financial Group, LLC	2,987	246.74	2,962	247.13
Mountain Pacific Investment Advisers Inc/id	2,931	247.01	2,931	247.36
Measured Wealth Private Client Group, LLC	2,929	246.84	3,214	247.36
Karpas Strategies, Llc	2,891	246.97	2,878	247.39
Notis-McConarty Edward	2,855	246.94	2,870	247.39
Integrated Investment Consultants, LLC	2,838	246.65	2,909	247.16
Winthrop Advisory Group LLC	2,722	246.88	2,734	247.26
Aspiriant, Llc	2,590	246.72	2,497	247.10
First Command Financial Services, Inc.	2,515	246.92	3,530	247.31
First Command Bank	2,515	246.92	3,530	247.31
Ackerman Capital Advisors, LLC	2,454	246.94	2,454	247.35
Congress Park Capital LLC	2,395	246.76	2,395	247.18
Hanson & Doremus Investment Management	2,363	246.72	2,401	247.40
PBMares Wealth Management LLC	2,348	247.02	2,347	247.12
Delta Investment Management, LLC	2,333	246.89	2,332	247.43
Hnp Capital Llc	2,331	246.68	9,801	247.32
Charles Schwab Trust Co	2,326	246.78	2,116	247.16
Lakeview Capital Partners, LLC	2,213	246.72	2,146	247.44
Legacy Bridge, LLC	2,201	246.71	2,201	247.16
Family Capital Trust Co	2,200	246.82	2,200	247.27
Waterfront Wealth Inc.	2,193	246.69	2,194	253.42
First American Trust, Fsb	2,188	246.80	4,158	247.23
Campion Asset Management LLC	2,187	246.91	2,187	247.37
Atlas Private Wealth Management	2,092	246.65	2,256	247.34
MPS Loria Financial Planners, LLC	2,003	246.63	2,096	247.14
Hexagon Capital Partners LLC	1,988	246.98	1,870	247.06
Spinnaker Investment Group, LLC	1,969	246.83	2,157	248.03
Security National Bank	1,904	246.85	2,065	247.46
Clearwater Capital Advisors, LLC	1,899	246.97	1,878	247.07
Annapolis Financial Services, LLC	1,873	246.66	1,873	247.20
Financial Planning & Information Services, Inc.	1,685	246.88	1,790	247.49
Omnia Family Wealth, LLC	1,682	246.73	1,657	247.44
Willner & Heller, Llc	1,637	246.79	1,618	268.23
Autus Asset Management, LLC	1,600	246.88	1,522	247.04
Pathway Financial Advisors LLC	1,600	246.88	1,497	247.16
Lehman & Derafelo Financial Resources LLC	1,540	246.75	1,540	247.40
American Institute for Advanced Investment Management, LLP	1,495	246.82	1,445	247.06
Alliance Wealth Advisors, LLC	1,475	246.78	1,849	247.16
First City Capital Management, Inc.	1,466	246.93	1,489	247.15
Retirement Guys Formula Llc	1,458	246.91	995	247.24
Bank Of Stockton	1,448	246.55	1,498	247.00
Stone Point Wealth LLC	1,415	246.64	1,415	248.76
Sather Financial Group Inc	1,413	246.99	1,298	247.30
SBB Research Group LLC	1,402	246.79	1,396	247.13
Fort Pitt Capital Group, Llc	1,366	246.71	1,259	247.02
Ballast Advisors Llc	1,298	246.53	1,295	247.10
Signature Wealth Management Partners, LLC	1,257	246.62	1,257	247.41
Capital Insight Partners, Llc	1,247	246.99	1,311	247.14
Matthew Goff Investment Advisor, LLC	1,232	246.75	1,402	247.50
Swarthmore Group Inc	1,176	246.60	1,176	247.45
Middleton & Co Inc/ma	1,131	246.68	1,201	247.29
Morton Brown Family Wealth, LLC	1,106	246.84	1,090	247.71
Hemington Wealth Management	1,101	247.05	1,131	247.57
KG&L Capital Management,LLC	1,091	246.56	1,102	247.73
McElhenny Sheffield Capital Management, LLC	1,034	246.62	4,472	247.32
Crescent Grove Advisors, LLC	1,030	246.60	1,069	246.96
Shufro Rose & Co Llc	1,010	246.53	1,010	247.52
Investors Research Corp	1,010	246.53	885	247.46
Shulman DeMeo Asset Management LLC	992	246.98	898	247.22
Thompson Siegel & Walmsley Llc	990	246.46	1,900	247.37
Claraphi Advisory Network, LLC	972	246.91	1,015	247.29
Claudia M.p. Batlle, Crp (r) Llc	968	246.90	30,667	247.27
FirstPurpose Wealth LLC	913	246.44	831	246.69
Pinnacle Financial Group, LLC / IL	895	246.93	897	247.49
Global Strategic Investment Solutions, LLC	881	246.31	881	247.45
Reitz Capital Advisors LLC	845	247.34	820	247.56
PFG Private Wealth Management, LLC	651	247.31	1,745	247.56
Endurance Wealth Management, Inc.	566	245.58	566	247.35
Costello Asset Management, INC	490	246.94	489	247.44
Tradewinds Capital Management, LLC	357	246.50	1,693	247.49
Harel Insurance Investments & Financial Services Ltd.	237	244.73	737	246.95
Exchange Traded Concepts, Llc	98	244.90	160	250.00
Proffitt & Goodson Inc	84	250.00	15	266.67

Past Week 46 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
LBSAX - Columbia Dividend Income Fund Class A	1,919,313	252.21	1,525,021	244.77
LCCAX - Columbia Contrarian Core Fund Class A	263,485	252.21	629,781	244.77
INUTX - Columbia Dividend Opportunity Fund Class A	180,000	252.21	170,000	244.77
Gulf International Bank (UK) Ltd	123,315	247.74	123,540	247.27
CBLAX - Columbia Balanced Fund Class A	114,772	252.21	292,038	244.77
NEIAX - Columbia Large Cap Index Fund Class A	70,942	252.21	69,205	244.77
CZMVX - Multi-Manager Value Strategies Fund Institutional Class	66,243	252.21	59,823	244.77
Bedrijfstakpensioenfonds Voor De Media Pno	59,000	236.15	59,000	222.24
Louisiana State Employees Retirement System	46,800	256.50	47,200	255.85
PBUS - Invesco PureBeta MSCI USA ETF	46,703	252.21	45,731	244.78
Davis-rea Ltd.	43,128	246.89	60,318	136.33
HighTower Trust Services, LTA	39,397	252.43	39,121	247.28
Geneos Wealth Management Inc.	19,619	252.92	19,361	247.25
DEF - Invesco Defensive Equity ETF	12,657	252.19	11,430	244.79
MLVAX - MFS Low Volatility Equity Fund A	12,024	252.25	13,940	244.76
MVGAX - MFS Low Volatility Global Equity Fund A	10,964	252.19	11,053	244.73
RWL - Invesco S&P 500 Revenue ETF	10,329	252.20	7,555	244.74
Ghe, Llc	10,141	247.31	13,296	247.29
JGP Wealth Management, LLC	7,483	251.50	7,238	251.45
DGEFX - Destinations Equity Income Fund Class I	6,625	252.23	5,875	244.77
DLCFX - Destinations Large Cap Equity Fund Class I	5,408	252.22	5,833	244.81
GAM Holding AG	5,225	246.89	5	200.00
Family Legacy, Inc.	4,870	251.54	4,909	247.30
SPFIX - S&P 500 Index Fund Direct Shares	4,739	252.16	4,739	244.78
DSHFX - Destinations Shelter Fund Class I	3,262	252.30	3,282	244.67
Aaron Wealth Advisors LLC	3,231	246.67	620,425	4.04
PMSAX - Global Multi-Strategy Fund Class A	3,141	252.15	3,045	244.66
COPLX - Copley Fund Inc /nv/	3,000	252.33	1,500	244.67
SUPAX - DWS Multi-Asset Growth Allocation Fund Class A	2,456	252.04	2,404	244.59
Marotta Asset Management	2,113	253.19	2,264	247.35
Beaumont Asset Management, L.L.C.	2,112	246.69	1,565	246.65
CFO4Life Group, LLC	1,929	252.46	1,801	247.08
BlackDiamond Wealth Management Inc.	1,601	254.22	1,608	247.51
IUS - Invesco RAFI(TM) Strategic US ETF	1,512	251.98	2,399	244.69
Arkfeld Wealth Strategies, L.L.C.	1,350	253.33	1,350	248.89
GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares	1,278	251.96	1,278	244.91
Canvas Wealth Advisors, LLC	1,244	246.78	1,385	245.49
Artemis Investment Management LLP	1,072	247.20	87,285	247.10
Foster Victor Wealth Advisors, LLC	985	251.78	919	251.36
Weaver Consulting Group	821	247.26	0
Pacifica Partners Inc.	359	247.91	359	239.55
Mizuho Securities Co. Ltd.	230	269.57	30	233.33
Horan Securities, Inc.	173	254.34	168	250.00
Steward Financial Group LLC	70	242.86	7	142.86
Enterprise Trust & Investment Co	55	254.55	0
Investment Research & Advisory Group, Inc.	24	250.00	8,169	247.28

Past Week 137 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
LBSAX - Columbia Dividend Income Fund Class A	394,292	1,919,313	252.21	1,525,021	244.77	25.85
Old National Bancorp /in/	27,915	44,525	246.87	16,610	247.26	168.06
Inverness Counsel Llc /ny/	27,887	94,532	246.88	66,645	247.28	41.84
Wealthfront Advisers Llc	18,920	75,910	246.88	56,990	247.27	33.20
Commonwealth Equity Services, Llc	13,622	567,174	246.88	553,552	247.28	2.46
INUTX - Columbia Dividend Opportunity Fund Class A	10,000	180,000	252.21	170,000	244.77	5.88
CZMVX - Multi-Manager Value Strategies Fund Institutional Class	6,420	66,243	252.21	59,823	244.77	10.73
Great Valley Advisor Group, Inc.	5,756	19,948	246.89	14,192	256.41	40.56
GAM Holding AG	5,220	5,225	246.89	5	200.00	104400.00
Stratos Wealth Partners, LTD.	5,115	84,583	246.88	79,468	247.28	6.44
Welch Group, LLC	4,489	184,342	246.88	179,853	247.28	2.50
Howland Capital Management Llc	4,450	7,254	246.90	2,804	247.50	158.70
MAI Capital Management	4,340	109,064	246.88	104,724	247.28	4.14
Ziegler Capital Management, LLC	4,185	5,286	246.88	1,101	247.05	380.11
Altium Wealth Management LLC	4,163	17,024	246.89	12,861	247.26	32.37
WoodTrust Financial Corp	4,156	5,901	246.91	1,745	247.56	238.17
Toews Corp /adv	3,300	5,000	246.80	1,700	247.06	194.12
Bogart Wealth, LLC	3,055	18,387	246.86	15,332	247.33	19.93
RWL - Invesco S&P 500 Revenue ETF	2,774	10,329	252.20	7,555	244.74	36.72
BTC Capital Management, Inc.	2,717	3,907	246.48	1,190	247.06	228.32
Strs Ohio	2,676	276,084	246.88	273,408	247.28	0.98
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH	2,518	7,600	246.84	5,082	250.30	49.55
Wedbush Securities Inc	2,307	21,616	246.90	19,309	247.29	11.95
GPS Wealth Strategies Group, LLC	2,019	12,671	246.86	10,652	247.28	18.95
Central Bank & Trust Co	1,782	5,534	246.84	3,752	247.33	47.49
NEIAX - Columbia Large Cap Index Fund Class A	1,737	70,942	252.21	69,205	244.77	2.51
Segment Wealth Management, LLC	1,701	43,392	246.89	41,691	247.27	4.08
Cornerstone Wealth Group, LLC	1,687	18,526	246.90	16,839	247.28	10.02
COPLX - Copley Fund Inc /nv/	1,500	3,000	252.33	1,500	244.67	100.00
BKD Wealth Advisors, LLC	1,499	8,977	246.85	7,478	247.26	20.05
CWA Asset Management Group, LLC	1,386	43,455	246.88	42,069	247.28	3.29
DEF - Invesco Defensive Equity ETF	1,227	12,657	252.19	11,430	244.79	10.73
Sawtooth Solutions, LLC	1,219	6,179	246.97	4,960	247.38	24.58
TruWealth Advisors, LLC	1,122	4,311	246.81	3,189	247.41	35.18
Bowling Portfolio Management LLC	977	4,843	246.95	3,866	247.28	25.27
PBUS - Invesco PureBeta MSCI USA ETF	972	46,703	252.21	45,731	244.78	2.13
Sequoia Financial Advisors, LLC	935	44,420	246.89	43,485	247.28	2.15
Umb Bank N A/mo	931	194,194	246.88	193,263	247.28	0.48
NatWest Group plc	841	18,647	246.85	17,806	247.28	4.72
Weaver Consulting Group	821	821	247.26	0		0.00
Genesee Capital Advisors, LLC	817	6,534	246.86	5,717	247.33	14.29
DGEFX - Destinations Equity Income Fund Class I	750	6,625	252.23	5,875	244.77	12.77
Beacon Financial Group	705	17,572	246.53	16,867	251.08	4.18
Savant Capital, LLC	654	25,906	246.89	25,252	247.27	2.59
Cutler Investment Counsel Llc	587	62,106	246.88	61,519	247.27	0.95
Beaumont Asset Management, L.L.C.	547	2,112	246.69	1,565	246.65	34.95
Coastline Trust Co	476	11,107	246.87	10,631	247.20	4.48
Hennion & Walsh Asset Management, Inc.	467	3,129	246.72	2,662	247.18	17.54
Retirement Guys Formula Llc	463	1,458	246.91	995	247.24	46.53
44 Wealth Management Llc	445	6,146	246.83	5,701	247.33	7.81
Hengehold Capital Management Llc	434	12,058	246.89	11,624	247.25	3.73
Monument Capital Management	427	3,102	246.94	2,675	247.10	15.96
Rice Partnership, LLC	413	28,358	246.88	27,945	247.27	1.48
Peterson Financial Group, Inc.	401	8,232	246.84	7,831	247.22	5.12
Stratos Wealth Advisors, LLC	398	21,692	246.87	21,294	247.30	1.87
Highview Capital Management LLC/DE/	370	4,783	246.92	4,413	247.22	8.38
Ellsworth Advisors, LLC	369	16,748	246.90	16,379	255.88	2.25
Sumitomo Life Insurance Co	292	14,738	246.91	14,446	247.27	2.02
Argus Investors' Counsel, Inc.	278	12,257	246.88	11,979	247.27	2.32
Hartford Investment Management Co	278	76,107	246.88	75,829	247.28	0.37
HighTower Trust Services, LTA	276	39,397	252.43	39,121	247.28	0.71
Atwater Malick LLC	264	34,715	246.87	34,451	247.28	0.77
Geneos Wealth Management Inc.	258	19,619	252.92	19,361	247.25	1.33
JGP Wealth Management, LLC	245	7,483	251.50	7,238	251.45	3.38
Ogorek Anthony Joseph /ny/ /adv	232	10,037	246.89	9,805	247.22	2.37
Charles Schwab Trust Co	210	2,326	246.78	2,116	247.16	9.92
Mizuho Securities Co. Ltd.	200	230	269.57	30	233.33	666.67
Institute for Wealth Management, LLC.	192	3,945	246.89	3,753	247.27	5.12
Toth Financial Advisory Corp	171	27,306	246.87	27,135	247.28	0.63
Eagle Ridge Investment Management	170	3,771	246.88	3,601	247.15	4.72
D.B. Root & Company, LLC	166	5,758	246.79	5,592	247.14	2.97
Trust Co Of Virginia /va	156	15,616	246.86	15,460	247.28	1.01
Nikulski Financial, Inc.	143	7,717	246.86	7,574	247.29	1.89
Beacon Investment Advisory Services, Inc.	134	4,459	246.92	4,325	247.40	3.10
CFO4Life Group, LLC	128	1,929	252.46	1,801	247.08	7.11
Investors Research Corp	125	1,010	246.53	885	247.46	14.12
Hexagon Capital Partners LLC	118	1,988	246.98	1,870	247.06	6.31
CRA Financial Services, LLC	115	5,166	246.81	5,051	247.28	2.28
Sather Financial Group Inc	115	1,413	246.99	1,298	247.30	8.86
Fort Pitt Capital Group, Llc	107	1,366	246.71	1,259	247.02	8.50
Pathway Financial Advisors LLC	103	1,600	246.88	1,497	247.16	6.88
LeJeune Puetz Investment Counsel LLC	103	11,837	246.85	11,734	247.23	0.88
Grimes & Company, Inc.	102	12,097	246.92	11,995	247.27	0.85
Forbes J M & Co Llp	100	4,007	246.82	3,907	247.25	2.56
PMSAX - Global Multi-Strategy Fund Class A	96	3,141	252.15	3,045	244.66	3.15
Shulman DeMeo Asset Management LLC	94	992	246.98	898	247.22	10.47
Aspiriant, Llc	93	2,590	246.72	2,497	247.10	3.72
Trust Co Of Vermont	88	37,971	246.87	37,883	247.29	0.23
FirstPurpose Wealth LLC	82	913	246.44	831	246.69	9.87
Autus Asset Management, LLC	78	1,600	246.88	1,522	247.04	5.12
Chesapeake Wealth Management	75	7,870	246.89	7,795	247.21	0.96
Proffitt & Goodson Inc	69	84	250.00	15	266.67	460.00
Cornell Pochily Investment Advisors, Inc.	68	6,360	246.86	6,292	247.30	1.08
Lakeview Capital Partners, LLC	67	2,213	246.72	2,146	247.44	3.12
Foster Victor Wealth Advisors, LLC	66	985	251.78	919	251.36	7.18
Corundum Group, Inc.	63	3,248	246.92	3,185	247.41	1.98
Steward Financial Group LLC	63	70	242.86	7	142.86	900.00
Brightworth	62	3,488	246.85	3,426	247.23	1.81
Means Investment Co., Inc.	59	14,094	246.91	14,035	247.31	0.42
Lincoln Capital LLC	59	35,830	246.89	35,771	247.30	0.16
Richwood Investment Advisors, LLC	58	4,598	246.85	4,540	247.36	1.28
Secure Asset Management, LLC	57	3,342	246.86	3,285	247.18	1.74
Enterprise Trust & Investment Co	55	55	254.55	0		0.00
Stewart & Patten Co Llc	53	4,245	246.88	4,192	247.38	1.26
SUPAX - DWS Multi-Asset Growth Allocation Fund Class A	52	2,456	252.04	2,404	244.59	2.16
Baxter Bros Inc	50	19,857	246.87	19,807	247.29	0.25
American Institute for Advanced Investment Management, LLP	50	1,495	246.82	1,445	247.06	3.46
Liberty Capital Management, Inc.	38	14,333	246.91	14,295	247.29	0.27
Mcdonald Partners Llc	37	7,119	246.94	7,082	247.25	0.52
Legacy Wealth Asset Management, LLC	34	3,861	246.83	3,827	247.19	0.89
Mitchell Mcleod Pugh & Williams Inc	31	4,700	246.81	4,669	247.38	0.66
Mv Capital Management, Inc.	31	3,647	246.78	3,616	247.23	0.86
Reitz Capital Advisors LLC	25	845	247.34	820	247.56	3.05
Omnia Family Wealth, LLC	25	1,682	246.73	1,657	247.44	1.51
SNS Financial Group, LLC	25	2,987	246.74	2,962	247.13	0.84
Clearwater Capital Advisors, LLC	21	1,899	246.97	1,878	247.07	1.12
Grant/GrossMendelsohn, LLC	20	6,441	251.36	6,421	255.26	0.31
Willner & Heller, Llc	19	1,637	246.79	1,618	268.23	1.17
Morton Brown Family Wealth, LLC	16	1,106	246.84	1,090	247.71	1.47
Charter Oak Capital Management, LLC	15	3,606	246.81	3,591	268.17	0.42
Karpas Strategies, Llc	13	2,891	246.97	2,878	247.39	0.45
Aevitas Wealth Management, Inc.	12	7,738	246.83	7,726	247.35	0.16
Next Capital Management LLC	9	3,806	246.72	3,797	247.30	0.24
Chicago Capital, LLC	7	9,512	246.85	9,505	247.24	0.07
SBB Research Group LLC	6	1,402	246.79	1,396	247.13	0.43
Horan Securities, Inc.	5	173	254.34	168	250.00	2.98
Loveless Wealth Management LLC	5	7,496	246.93	7,491	247.23	0.07
Exeter Financial, LLC	4	21,298	246.88	21,294	247.30	0.02
Beacon Financial Advisory LLC	4	6,691	246.90	6,687	247.35	0.06
Griffin Asset Management, Inc.	4	9,490	246.89	9,486	247.31	0.04
Aurora Private Wealth, Inc.	4	4,255	246.77	4,251	247.24	0.09
Meritage Portfolio Management	3	4,271	246.78	4,268	247.19	0.07
Ballast Advisors Llc	3	1,298	246.53	1,295	247.10	0.23
Townsend Asset Management Corp /nc/ /adv	2	5,368	246.83	5,366	247.30	0.04
Delta Investment Management, LLC	1	2,333	246.89	2,332	247.43	0.04
PBMares Wealth Management LLC	1	2,348	247.02	2,347	247.12	0.04
Costello Asset Management, INC	1	490	246.94	489	247.44	0.20

Past Week 123 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Aaron Wealth Advisors LLC	617,194	3,231	246.67	620,425	4.04	-99.48
LCCAX - Columbia Contrarian Core Fund Class A	366,296	263,485	252.21	629,781	244.77	-58.16
CBLAX - Columbia Balanced Fund Class A	177,266	114,772	252.21	292,038	244.77	-60.70
Artemis Investment Management LLP	86,213	1,072	247.20	87,285	247.10	-98.77
Truist Financial Corp	36,065	558,326	246.88	594,391	247.28	-6.07
Claudia M.p. Batlle, Crp (r) Llc	29,699	968	246.90	30,667	247.27	-96.84
Bank Julius Baer & Co. Ltd, Zurich	20,744	444,779	246.88	465,523	247.28	-4.46
Davis-rea Ltd.	17,190	43,128	246.89	60,318	136.33	-28.50
Spire Wealth Management	14,915	42,762	246.88	57,677	247.59	-25.86
Conning Inc.	9,008	153,455	246.49	162,463	247.09	-5.54
Investment Research & Advisory Group, Inc.	8,145	24	250.00	8,169	247.28	-99.71
Hnp Capital Llc	7,470	2,331	246.68	9,801	247.32	-76.22
Bell Rock Capital Llc	4,742	3,259	247.01	8,001	249.22	-59.27
Founders Capital Management	4,096	11,575	246.91	15,671	268.07	-26.14
McElhenny Sheffield Capital Management, LLC	3,438	1,034	246.62	4,472	247.32	-76.88
Everett Harris & Co /ca/	3,166	410,820	246.88	413,986	247.28	-0.76
Ghe, Llc	3,155	10,141	247.31	13,296	247.29	-23.73
Tower Bridge Advisors	2,375	99,764	246.88	102,139	247.28	-2.33
Jacobs & Co/ca	2,109	37,028	246.87	39,137	247.26	-5.39
New Mexico Educational Retirement Board	2,000	41,419	246.89	43,419	247.29	-4.61
First American Trust, Fsb	1,970	2,188	246.80	4,158	247.23	-47.38
MLVAX - MFS Low Volatility Equity Fund A	1,916	12,024	252.25	13,940	244.76	-13.74
Richelieu Gestion PLC	1,888	12,567	246.92	14,455	247.25	-13.06
Sandy Spring Bank	1,823	72,130	246.87	73,953	247.29	-2.47
Edge Wealth Management LLC	1,664	28,553	246.87	30,217	247.28	-5.51
Boston Trust Walden Corp	1,643	190,211	246.88	191,854	247.28	-0.86
Alpha Cubed Investments, LLC	1,575	128,056	246.88	129,631	247.28	-1.21
Cadence Bank Na	1,374	9,455	246.85	10,829	247.30	-12.69
Tradewinds Capital Management, LLC	1,336	357	246.50	1,693	247.49	-78.91
Howard Capital Management Group, LLC	1,205	109,724	246.88	110,929	247.28	-1.09
PFG Private Wealth Management, LLC	1,094	651	247.31	1,745	247.56	-62.69
Dearborn Partners Llc	1,027	251,117	246.88	252,144	247.28	-0.41
First Command Bank	1,015	2,515	246.92	3,530	247.31	-28.75
First Command Financial Services, Inc.	1,015	2,515	246.92	3,530	247.31	-28.75
First Hawaiian Bank	941	17,188	246.86	18,129	247.28	-5.19
Thompson Siegel & Walmsley Llc	910	990	246.46	1,900	247.37	-47.89
IUS - Invesco RAFI(TM) Strategic US ETF	887	1,512	251.98	2,399	244.69	-36.97
GSB Wealth Management, LLC	616	14,623	246.87	15,239	247.26	-4.04
Corbenic Partners LLC	568	90,799	246.89	91,367	247.28	-0.62
Hall Capital Management Co Inc	563	17,514	246.89	18,077	247.28	-3.11
Asset Allocation & Management Company, LLC	540	5,600	246.96	6,140	247.23	-8.79
Harel Insurance Investments & Financial Services Ltd.	500	237	244.73	737	246.95	-67.84
Atlantic Union Bankshares Corp	477	41,450	246.90	41,927	247.29	-1.14
Eastern Bank	470	7,190	246.87	7,660	247.26	-6.14
Bell & Brown Wealth Advisors, Llc	436	9,706	246.86	10,142	247.29	-4.30
Rnc Capital Management Llc	429	16,623	246.89	17,052	247.30	-2.52
DLCFX - Destinations Large Cap Equity Fund Class I	425	5,408	252.22	5,833	244.81	-7.29
Monarch Capital Management Inc/	417	46,184	246.88	46,601	247.27	-0.89
Spirit Of America Management Corp/ny	400	3,180	246.86	3,580	247.21	-11.17
Louisiana State Employees Retirement System	400	46,800	256.50	47,200	255.85	-0.85
Columbia Trust Co 01012016	395	7,949	246.95	8,344	250.48	-4.73
Alliance Wealth Advisors, LLC	374	1,475	246.78	1,849	247.16	-20.23
Powers Advisory Group, LLC	288	6,671	246.89	6,959	247.31	-4.14
Measured Wealth Private Client Group, LLC	285	2,929	246.84	3,214	247.36	-8.87
Am Investment Strategies Llc	270	9,386	246.86	9,656	247.31	-2.80
Lee Danner & Bass Inc	253	17,273	246.86	17,526	247.29	-1.44
Welch & Forbes Llc	248	322,867	246.88	323,115	247.28	-0.08
Dixon Hubard Feinour & Brown Inc/va	237	10,141	246.92	10,378	247.25	-2.28
Ami Asset Management Corp	234	3,388	246.75	3,622	247.38	-6.46
North Star Investment Management Corp.	233	20,531	246.89	20,764	247.30	-1.12
Gulf International Bank (UK) Ltd	225	123,315	247.74	123,540	247.27	-0.18
Keystone Financial Planning, Inc.	225	9,682	246.85	9,907	247.30	-2.27
LVW Advisors, LLC	215	18,770	246.88	18,985	247.30	-1.13
Hc Financial Advisors Inc	213	7,528	246.81	7,741	247.25	-2.75
Accredited Investors Inc.	198	4,324	246.76	4,522	247.24	-4.38
Spinnaker Investment Group, LLC	188	1,969	246.83	2,157	248.03	-8.72
Cahaba Wealth Management, Inc.	181	3,710	246.90	3,891	249.04	-4.65
Matthew Goff Investment Advisor, LLC	170	1,232	246.75	1,402	247.50	-12.13
Capital Investment Advisory Services, LLC	168	11,259	246.91	11,427	247.31	-1.47
Comerica Securities,inc.	166	6,619	246.87	6,785	247.31	-2.45
Atlas Private Wealth Management	164	2,092	246.65	2,256	247.34	-7.27
Security National Bank	161	1,904	246.85	2,065	247.46	-7.80
Marotta Asset Management	151	2,113	253.19	2,264	247.35	-6.67
Canvas Wealth Advisors, LLC	141	1,244	246.78	1,385	245.49	-10.18
Freedom Day Solutions, LLC	137	6,369	246.82	6,506	247.31	-2.11
O'Brien Wealth Partners LLC	127	10,681	246.89	10,808	247.50	-1.18
Atwood & Palmer Inc	123	3,010	246.84	3,133	247.37	-3.93
Icon Wealth Partners, LLC	110	18,573	246.86	18,683	247.28	-0.59
Alpha Omega Wealth Management LLC	108	19,341	246.88	19,449	247.26	-0.56
Financial Planning & Information Services, Inc.	105	1,685	246.88	1,790	247.49	-5.87
G&S Capital LLC	101	4,508	246.89	4,609	247.34	-2.19
JNBA Financial Advisors	97	6,404	246.88	6,501	247.19	-1.49
MPS Loria Financial Planners, LLC	93	2,003	246.63	2,096	247.14	-4.44
Courier Capital Llc	90	9,711	246.94	9,801	247.32	-0.92
MVGAX - MFS Low Volatility Global Equity Fund A	89	10,964	252.19	11,053	244.73	-0.81
Ledyard National Bank	86	3,923	247.00	4,009	247.19	-2.15
Guyasuta Investment Advisors Inc	84	114,252	246.88	114,336	247.28	-0.07
Integrated Investment Consultants, LLC	71	2,838	246.65	2,909	247.16	-2.44
Middleton & Co Inc/ma	70	1,131	246.68	1,201	247.29	-5.83
Capital Insight Partners, Llc	64	1,247	246.99	1,311	247.14	-4.88
Exchange Traded Concepts, Llc	62	98	244.90	160	250.00	-38.75
Tealwood Asset Management Inc	59	10,677	246.89	10,736	247.30	-0.55
Bank Of Stockton	50	1,448	246.55	1,498	247.00	-3.34
Claraphi Advisory Network, LLC	43	972	246.91	1,015	247.29	-4.24
Crescent Grove Advisors, LLC	39	1,030	246.60	1,069	246.96	-3.65
Family Legacy, Inc.	39	4,870	251.54	4,909	247.30	-0.79
Hanson & Doremus Investment Management	38	2,363	246.72	2,401	247.40	-1.58
TFG Advisers LLC	33	4,939	246.81	4,972	247.18	-0.66
TCI Wealth Advisors, Inc.	32	21,244	246.89	21,276	247.32	-0.15
Hemington Wealth Management	30	1,101	247.05	1,131	247.57	-2.65
Consolidated Capital Management, Llc	28	17,738	246.87	17,766	247.27	-0.16
Woodley Farra Manion Portfolio Management Inc	27	3,317	246.91	3,344	247.31	-0.81
Granite Investment Partners, LLC	25	6,836	246.93	6,861	247.34	-0.36
Nadler Financial Group, Inc.	25	7,863	246.85	7,888	247.34	-0.32
Patton Albertson Miller Group, Llc	25	6,172	246.92	6,197	247.22	-0.40
Security Financial Services, INC.	24	4,712	246.82	4,736	247.26	-0.51
First City Capital Management, Inc.	23	1,466	246.93	1,489	247.15	-1.54
DSHFX - Destinations Shelter Fund Class I	20	3,262	252.30	3,282	244.67	-0.61
Essex Savings Bank	16	6,742	246.81	6,758	247.26	-0.24
Notis-McConarty Edward	15	2,855	246.94	2,870	247.39	-0.52
Walter & Keenan Financial Consulting Co /mi/ /adv	15	4,986	246.89	5,001	247.35	-0.30
Winthrop Advisory Group LLC	12	2,722	246.88	2,734	247.26	-0.44
KG&L Capital Management,LLC	11	1,091	246.56	1,102	247.73	-1.00
Northstar Asset Management Llc	10	4,776	246.86	4,786	247.18	-0.21
USLB - Invesco Russell 1000 Low Beta Equal Weight ETF	8	72	250.00	80	250.00	-10.00
BlackDiamond Wealth Management Inc.	7	1,601	254.22	1,608	247.51	-0.44
Morris Financial Concepts, Inc.	7	3,454	246.96	3,461	247.33	-0.20
Jmac Enterprises Llc	5	8,011	246.91	8,016	247.26	-0.06
Successful Portfolios LLC	4	5,708	246.85	5,712	247.20	-0.07
Good Life Advisors, LLC	3	9,443	246.85	9,446	247.30	-0.03
Pinnacle Financial Group, LLC / IL	2	895	246.93	897	247.49	-0.22
Blodgett Wealth Advisors, Llc	2	4,922	246.85	4,924	247.36	-0.04
Waterfront Wealth Inc.	1	2,193	246.69	2,194	253.42	-0.05

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