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 791 395.00 100.16 101.30
Previous Quarter 832 387.00 100.16 101.33

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 8 155 82 3 30 47
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 1 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 2 9 69 3 26 38
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 0 0.00 0.00 0 0.00 0.00
Previous Quarter 0 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 20,850,233 100.16
Fmr Llc 3,182,988 100.16
FAUDX - Strategic Advisers Short Duration Fund 3,163,695 101.04
UBS Group AG 2,765,759 100.16
BCJ Capital Management, LLC 2,525,225 100.16
Bank Of America Corp /de/ 2,043,815 100.16
Venturi Wealth Management, LLC 1,963,953 100.16
HB Wealth Management, LLC 1,953,491 99.11
Wells Fargo & Company/mn 1,896,840 100.16
Beacon Investment Advisory Services, Inc. 1,360,912 100.16
Cwm, Llc 1,306,100 100.16
Royal Bank Of Canada 1,294,892 100.16
Envestnet Asset Management Inc 1,153,692 100.16
State of Tennessee, Treasury Department 1,050,400 100.16
JFG Wealth Management, LLC 1,026,603 100.16
Clark Capital Management Group, Inc. 994,767 100.16
LPL Financial LLC 850,521 100.16
Mariner, LLC 845,411 100.16
Allianz Asset Management GmbH 789,689 100.16
HCMEX - HCM Income Plus Fund Class A Shares 757,806 100.16

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 20,850,233 100.16
Fmr Llc 3,182,988 100.16
FAUDX - Strategic Advisers Short Duration Fund 3,163,695 101.04
UBS Group AG 2,765,759 100.16
BCJ Capital Management, LLC 2,525,225 100.16
Bank Of America Corp /de/ 2,043,815 100.16
Venturi Wealth Management, LLC 1,963,953 100.16
Wells Fargo & Company/mn 1,896,840 100.16
Beacon Investment Advisory Services, Inc. 1,360,912 100.16
Homrich & Berg 1,359,965 101.93
Cwm, Llc 1,306,100 100.16
Royal Bank Of Canada 1,294,892 100.16
HB Wealth Management, LLC 1,188,842 100.16
Envestnet Asset Management Inc 1,153,692 100.16
State of Tennessee, Treasury Department 1,050,400 100.16
JFG Wealth Management, LLC 1,026,603 100.16
Clark Capital Management Group, Inc. 994,767 100.16
LPL Financial LLC 850,521 100.16
Mariner, LLC 845,411 100.16
Allianz Asset Management GmbH 789,689 100.16

 

Recent Quarter Analysis

Name Shares PPS
TFAQX - TFA Quantitative Fund Class I 36,736 100.15
Range Financial Group LLC 25,130 99.12
Intergy Private Wealth, LLC 20,208 99.12
Capital Insight Partners, Llc 15,012 100.19
Apella Capital, LLC 3,008 99.07
Farmer Steven Patrick 2,375 98.95
Oak Family Advisors, Llc 0
Jones Financial Companies Lllp 0
Name Shares PPS
Homrich & Berg 1,359,965 101.93
Derby & Company, Inc 173,679 101.93
IFP Advisors, Inc 90,681 101.49
CLFLX - CLS Flexible Income Fund Class N Shares 81,447 101.78
Ameritas Investment Corp 52,611 0.10
Orser Capital Management, Llc 51,975 100.16
TFAQX - TFA Quantitative Fund Class I 36,736 100.15
CLERX - CLS Growth and Income Fund Class N 26,257 101.80
LifeSteps Financial, Inc. 17,200 100.17
Capital Insight Partners, Llc 15,012 100.19
Parallel Advisors, LLC 13,101 100.22
Professional Planning 10,909 101.84
Calton & Associates, Inc. 8,070 100.12
Mid Atlantic Financial Management Inc/adv 7,744 101.89
Spotlight Asset Group, Inc. 7,629 101.98
Heritage Wealth Management, Llc 7,549 101.87
Green Harvest Asset Management LLC 6,781 50.44
Ullmann Financial Group, Inc. 5,396 100.07
Wealth Quarterback LLC 5,369 0.19
NorthCoast Asset Management LLC 4,337 102.14
Cardinal Point Wealth Management LLC 3,180 101.89
Carroll Financial Associates, Inc. 2,972 101.28
Marcum Wealth, LLC 2,391 99.96
Sonora Investment Management, LLC 423 101.65
West Bancorporation Inc 335 101.49
Tompkins Financial Corp 200 100.00
Massmutual Trust Co Fsb/adv 45
Gradient Investments LLC 23 86.96
Newbridge Financial Services Group, Inc. 8 125.00
Gemmer Asset Management LLC
Capstone Triton Financial Group, LLC
City Holding Co
Kerntke Otto McGlone Wealth Management Group
Stokes Capital Advisors, LLC
Exeter Financial, LLC
Lindbrook Capital, Llc
Cary Street Partner Investment Advisory Llc
SRS Capital Advisors, Inc.
Capital One Financial Corp
Kennicott Capital Management Llc
Riversedge Advisors, Llc
Dividend Asset Capital, Llc
Oak Family Advisors, Llc
Transform Wealth, LLC
Strategic Blueprint, LLC
Vigilare Wealth Management
Deutsche Bank Ag\
Wolverine Trading, Llc
Red Door Wealth Management, LLC
Emerald Investment Partners, Llc
Berkshire Bank
Brio Consultants, LLC
Advisor Resource Council
Fort Point Capital Partners LLC
Valley National Advisers Inc
WFA of San Diego, LLC
Baltimore-Washington Financial Advisors, Inc.
Altshuler Shaham Ltd
Old National Bancorp /in/
Iron Financial, LLC
Huntington National Bank
Parcion Private Wealth LLC
FRG Family Wealth Advisors LLC
Pathstone Family Office, Llc
Meridian Investment Counsel Inc.
Guardian Wealth Advisors, Llc / Nc
Lakeview Capital Partners, LLC
Buckingham Strategic Wealth, Llc
Core Wealth Advisors, Inc.
Portland Global Advisors LLC
Harbour Capital Advisors, LLC
Millennium Management Llc
Turim 21 Investimentos Ltda.
Mystic Asset Management, Inc.
Cornercap Investment Counsel Inc
Laird Norton Trust Company, Llc
CNO Financial Group, Inc.
Sfmg, Llc
Neuberger Berman Group LLC
Stonebridge Capital Advisors LLC
Renaissance Technologies Llc
Security National Bank Of So Dak
Enterprise Financial Services Corp
Capital City Trust Co/fl
New World Advisors LLC
Alera Investment Advisors, LLC
Papp L Roy & Associates
TRUE Private Wealth Advisors
Personal Capital Advisors Corp
Provence Wealth Management Group
Emfo, Llc
Wealthcare Capital Management Llc
Avestar Capital, LLC
Busey Wealth Management
Amplius Wealth Advisors, LLC
Chilton Capital Management Llc
Intellectus Partners, LLC
Wealth Advisors of Iowa, LLC
Peachtree Investment Partners, LLC
Bramshill Investments, LLC
Websterrogers Financial Advisors, Llc
American Research & Management Co.
Eaton Vance Management
Old Port Advisors
Proficio Capital Partners LLC
Hedges Asset Management LLC
Chemistry Wealth Management LLC
Jones Financial Companies Lllp
We Are One Seven, LLC
Coldstream Capital Management Inc
IAG Wealth Partners, LLC
Lane Generational LLC
Cliftonlarsonallen Wealth Advisors, Llc
Taylor, Cottrill, Erickson & Associates, Inc.
Vectors Research Management, LLC
StoneX Group Inc.
Asset Management Corp /il/ /adv
Eagle Capital Management, LLC
Autus Asset Management, LLC
Salem Investment Counselors Inc
Nicholas Hoffman & Company, LLC.
Atlas Private Wealth Advisors
Capital Planning LLC
Summit Financial, LLC
Capital Advantage, Inc.
EP Wealth Advisors, Inc.
Barnes Pettey Financial Advisors, Llc
Derbend Asset Management
Quent Capital, LLC
Camelot Portfolios, LLC
Country Trust Bank
Pallas Capital Advisors LLC
Sowell Financial Services LLC
Oak Family Advisors, Llc
FourThought Financial, LLC
Edmonds Duncan Registered Investment Advisors, LLC
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Bnp Paribas Arbitrage, Sa
First Horizon Advisors, Inc.
Bank Of Nova Scotia
Hartland & Co., LLC
Goldman Sachs Group Inc
Johnson Bixby & Associates, LLC
Ubs Asset Management Americas Inc
LVW Advisors, LLC
SkyView Investment Advisors, LLC
A. D. Beadell Investment Counsel, Inc.
Mainstay Capital Management Llc /adv
Overbrook Management Corp
Retirement Income Solutions, Inc
FATT - Fat Tail Risk ETF
Stratos Wealth Advisors, LLC
Flow Traders U.s. Llc
Jones Financial Companies Lllp
Masso Torrence Wealth Management Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
HB Wealth Management, LLC 1,953,491 99.11 1,188,842 100.16
Brookstone Capital Management 551,961 99.01 356,192 99.93
Cambridge Investment Research Advisors, Inc. 339,940 99.11 429,188 100.16
Procyon Private Wealth Partners, LLC 189,566 99.11 164,589 100.16
Btr Capital Management Inc 169,514 99.11 283,560 100.16
John W. Brooker & Co., CPAs 143,258 99.11 168,137 100.16
Benchmark Wealth Management, LLC 132,400 99.11 137,454 100.16
Kwmg, Llc 132,038 99.11 135,005 100.16
YHB Investment Advisors, Inc. 129,172 99.11 143,317 100.16
Private Advisor Group, LLC 105,780 99.11 96,572 100.16
ACG Wealth 102,405 99.11 98,500 100.16
Lowe Wealth Advisors, LLC 99,984 99.11 99,162 100.16
Minichmacgregor Wealth Management, Llc 81,672 99.10 86,865 100.16
Krilogy Financial LLC 78,724 99.11 101,433 100.15
Ccg Wealth Management, Llc 76,725 99.11 88,627 100.16
Uncommon Cents Investing LLC 67,470 99.11 73,615 100.16
Westside Investment Management, Inc. 65,260 1.85 24,385 4.80
Sugarloaf Wealth Management, LLC 49,144 99.12 52,395 100.16
Global Retirement Partners, LLC 44,468 99.10 25,879 99.66
Mayflower Financial Advisors, LLC 38,823 99.12 40,405 100.16
Name Current Shares Current PPS Previous Shares Previous PPS
Cim, Llc 39,959 99.00 0
Cedar Mountain Advisors, LLC 20,599 99.13 84 95.24
Miracle Mile Advisors, LLC 3,244 99.26 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
HB Wealth Management, LLC 764,649 1,953,491 99.11 1,188,842 100.16 64.32
Brookstone Capital Management 195,769 551,961 99.01 356,192 99.93 54.96
Westside Investment Management, Inc. 40,875 65,260 1.85 24,385 4.80 167.62
Cim, Llc 39,959 39,959 99.00 0 0.00
Procyon Private Wealth Partners, LLC 24,977 189,566 99.11 164,589 100.16 15.18
Cedar Mountain Advisors, LLC 20,515 20,599 99.13 84 95.24 24422.62
Global Retirement Partners, LLC 18,589 44,468 99.10 25,879 99.66 71.83
Bridge Advisory, LLC 18,514 21,596 99.05 3,082 100.26 600.71
First Heartland Consultants, Inc. 17,902 21,819 99.09 3,917 100.08 457.03
Scott Capital Advisors, LLC 16,137 23,484 99.13 7,347 100.18 219.64
Wolff Wiese Magana Llc 10,286 11,592 99.12 1,306 100.31 787.60
Private Advisor Group, LLC 9,208 105,780 99.11 96,572 100.16 9.53
Sargent Bickham Lagudis LLC 6,679 9,754 99.14 3,075 100.16 217.20
Birch Capital Management, LLC 5,164 12,259 99.11 7,095 100.21 72.78
ACG Wealth 3,905 102,405 99.11 98,500 100.16 3.96
Miracle Mile Advisors, LLC 3,244 3,244 99.26 0 0.00
Centennial Wealth Advisory LLC 2,398 5,897 99.03 3,499 100.03 68.53
StrongBox Wealth, LLC 1,736 12,759 99.15 11,023 100.15 15.75
BerganKDV Wealth Management, LLC 1,472 27,109 99.12 25,637 100.17 5.74
Financial Management Professionals, Inc. 1,281 11,704 99.11 10,423 100.16 12.29
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Btr Capital Management Inc 114,046 169,514 99.11 283,560 100.16 -40.22
Cambridge Investment Research Advisors, Inc. 89,248 339,940 99.11 429,188 100.16 -20.79
Wbh Advisory Inc 73,286 10,219 99.03 83,505 99.92 -87.76
Arkadios Wealth Advisors 33,654 33,644 0.09 67,298 0.10 -50.01
John W. Brooker & Co., CPAs 24,879 143,258 99.11 168,137 100.16 -14.80
Krilogy Financial LLC 22,709 78,724 99.11 101,433 100.15 -22.39
Wall Capital Group, Inc. 16,712 9,004 99.07 25,716 100.17 -64.99
Beese Fulmer Investment Management, Inc. 14,343 14,029 99.08 28,372 100.17 -50.55
YHB Investment Advisors, Inc. 14,145 129,172 99.11 143,317 100.16 -9.87
Ccg Wealth Management, Llc 11,902 76,725 99.11 88,627 100.16 -13.43
Carlton Hofferkamp & Jenks Wealth Management, LLC 7,526 33,765 99.01 41,291 99.95 -18.23
Blue Zone Wealth Advisors, LLC 7,140 4,211 99.03 11,351 100.17 -62.90
Fusion Capital, LLC 6,292 12,144 99.14 18,436 100.18 -34.13
Uncommon Cents Investing LLC 6,145 67,470 99.11 73,615 100.16 -8.35
M&r Capital Management Inc 6,040 2,190 99.09 8,230 100.12 -73.39
Covington Capital Management 5,752 16,702 99.09 22,454 100.16 -25.62
Hamilton Wealth, LLC 5,635 11,958 99.10 17,593 100.15 -32.03
Elmwood Wealth Management, Inc. 5,227 38,284 99.10 43,511 100.16 -12.01
Minichmacgregor Wealth Management, Llc 5,193 81,672 99.10 86,865 100.16 -5.98
Benchmark Wealth Management, LLC 5,054 132,400 99.11 137,454 100.16 -3.68
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Wolverine Trading, Llc 0
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Range Financial Group LLC 25,130 99.12
Intergy Private Wealth, LLC 20,208 99.12
Name Shares PPS
Calton & Associates, Inc. 8,070 100.12
LifeSteps Financial, Inc. 17,200 100.17
West Bancorporation Inc 335 101.49
Ullmann Financial Group, Inc. 5,396 100.07
Tompkins Financial Corp 200 100.00
Gradient Investments LLC 23 86.96
Newbridge Financial Services Group, Inc. 8 125.00
Marcum Wealth, LLC 2,391 99.96
Orser Capital Management, Llc 51,975 100.16
Name Current Shares Current PPS Previous Shares Previous PPS
HB Wealth Management, LLC 1,953,491 99.11 1,188,842 100.16
Brookstone Capital Management 551,961 99.01 356,192 99.93
Cambridge Investment Research Advisors, Inc. 339,940 99.11 429,188 100.16
Procyon Private Wealth Partners, LLC 189,566 99.11 164,589 100.16
Btr Capital Management Inc 169,514 99.11 283,560 100.16
John W. Brooker & Co., CPAs 143,258 99.11 168,137 100.16
Benchmark Wealth Management, LLC 132,400 99.11 137,454 100.16
Kwmg, Llc 132,038 99.11 135,005 100.16
YHB Investment Advisors, Inc. 129,172 99.11 143,317 100.16
Private Advisor Group, LLC 105,780 99.11 96,572 100.16
ACG Wealth 102,405 99.11 98,500 100.16
Minichmacgregor Wealth Management, Llc 81,672 99.10 86,865 100.16
Krilogy Financial LLC 78,724 99.11 101,433 100.15
Ccg Wealth Management, Llc 76,725 99.11 88,627 100.16
Uncommon Cents Investing LLC 67,470 99.11 73,615 100.16
Westside Investment Management, Inc. 65,260 1.85 24,385 4.80
Sugarloaf Wealth Management, LLC 49,144 99.12 52,395 100.16
Global Retirement Partners, LLC 44,468 99.10 25,879 99.66
Mayflower Financial Advisors, LLC 38,823 99.12 40,405 100.16
Elmwood Wealth Management, Inc. 38,284 99.10 43,511 100.16
Carlton Hofferkamp & Jenks Wealth Management, LLC 33,765 99.01 41,291 99.95
Arkadios Wealth Advisors 33,644 0.09 67,298 0.10
BerganKDV Wealth Management, LLC 27,109 99.12 25,637 100.17
Scott Capital Advisors, LLC 23,484 99.13 7,347 100.18
First Heartland Consultants, Inc. 21,819 99.09 3,917 100.08
Bridge Advisory, LLC 21,596 99.05 3,082 100.26
Bennicas & Associates, Inc. 21,500 99.12 21,500 100.14
Orion Portfolio Solutions, LLC 20,265 99.09 19,815 100.18
Planned Solutions, Inc. 19,446 99.09 20,425 100.17
Rosenberg Matthew Hamilton 18,894 99.03 22,013 100.17
RDA Financial Network 17,715 99.13 18,853 100.14
Beese Fulmer Investment Management, Inc. 14,029 99.08 28,372 100.17
StrongBox Wealth, LLC 12,759 99.15 11,023 100.15
Fusion Capital, LLC 12,144 99.14 18,436 100.18
Hamilton Wealth, LLC 11,958 99.10 17,593 100.15
Financial Management Professionals, Inc. 11,704 99.11 10,423 100.16
Wolff Wiese Magana Llc 11,592 99.12 1,306 100.31
Mezzasalma Advisors, LLC 10,540 99.15 10,490 100.19
Wbh Advisory Inc 10,219 99.03 83,505 99.92
Flagship Harbor Advisors, Llc 10,032 99.08 9,944 100.16
Sargent Bickham Lagudis LLC 9,754 99.14 3,075 100.16
Wall Capital Group, Inc. 9,004 99.07 25,716 100.17
Koshinski Asset Management, Inc. 8,986 0.11 9,462 100.19
One + One Wealth Management, Llc 8,033 99.09 9,019 100.12
Oxinas Partners Wealth Management LLC 7,792 99.08 8,145 100.18
Santori & Peters, Inc. 6,403 99.02 6,385 100.08
Capital Market Strategies LLC 6,248 99.07 6,467 100.20
Advisory Alpha, LLC 6,067 99.06 6,390 100.16
Transcend Wealth Collective, Llc 5,988 99.03 6,284 100.10
Centennial Wealth Advisory LLC 5,897 99.03 3,499 100.03
Castle Rock Wealth Management, LLC 5,850 98.97 5,850 99.83
Sanders Morris Harris Llc 5,780 99.13 5,780 100.17
Norway Savings Bank 5,300 99.06 5,520 100.18
Allworth Financial LP 4,570 99.12 4,878 100.25
PFG Advisors 4,349 99.10 4,349 100.25
Blue Zone Wealth Advisors, LLC 4,211 99.03 11,351 100.17
Optimum Investment Advisors 4,050 99.01 3,050 100.00
Mjp Associates Inc /adv 3,873 99.15 6,198 100.19
Flaharty Asset Management, LLC 3,210 99.07 3,210 100.31
Traverso Chambers Private Wealth Management, LLC 3,013 99.24 3,013 100.23
Kmg Fiduciary Partners, Llc 2,972 99.26 2,966 100.13
Raymond James Trust N.a. 2,586 98.99 2,586 100.15
First Affirmative Financial Network 2,578 99.30 3,204 100.19
Ade, Llc 2,496 98.96 2,496 100.16
Confluence Investment Management Llc 2,375 98.95 4,833 100.14
S.C. Financial Services, Inc. 2,292 99.04 2,566 100.16
Private Wealth Group, LLC 2,250 99.11 2,349 100.04
Signature Estate & Investment Advisors Llc 2,057 99.17 3,090 100.00
Sound Income Strategies, LLC 547 98.72 56 107.14
Name Current Shares Current PPS Previous Shares Previous PPS
Cim, Llc 39,959 99.00 0
Cedar Mountain Advisors, LLC 20,599 99.13 84 95.24
Miracle Mile Advisors, LLC 3,244 99.26 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
HB Wealth Management, LLC 764,649 1,953,491 99.11 1,188,842 100.16 64.32
Brookstone Capital Management 195,769 551,961 99.01 356,192 99.93 54.96
Westside Investment Management, Inc. 40,875 65,260 1.85 24,385 4.80 167.62
Cim, Llc 39,959 39,959 99.00 0 0.00
Procyon Private Wealth Partners, LLC 24,977 189,566 99.11 164,589 100.16 15.18
Cedar Mountain Advisors, LLC 20,515 20,599 99.13 84 95.24 24422.62
Global Retirement Partners, LLC 18,589 44,468 99.10 25,879 99.66 71.83
Bridge Advisory, LLC 18,514 21,596 99.05 3,082 100.26 600.71
First Heartland Consultants, Inc. 17,902 21,819 99.09 3,917 100.08 457.03
Scott Capital Advisors, LLC 16,137 23,484 99.13 7,347 100.18 219.64
Wolff Wiese Magana Llc 10,286 11,592 99.12 1,306 100.31 787.60
Private Advisor Group, LLC 9,208 105,780 99.11 96,572 100.16 9.53
Sargent Bickham Lagudis LLC 6,679 9,754 99.14 3,075 100.16 217.20
ACG Wealth 3,905 102,405 99.11 98,500 100.16 3.96
Miracle Mile Advisors, LLC 3,244 3,244 99.26 0 0.00
Centennial Wealth Advisory LLC 2,398 5,897 99.03 3,499 100.03 68.53
StrongBox Wealth, LLC 1,736 12,759 99.15 11,023 100.15 15.75
BerganKDV Wealth Management, LLC 1,472 27,109 99.12 25,637 100.17 5.74
Financial Management Professionals, Inc. 1,281 11,704 99.11 10,423 100.16 12.29
Optimum Investment Advisors 1,000 4,050 99.01 3,050 100.00 32.79
Sound Income Strategies, LLC 491 547 98.72 56 107.14 876.79
Orion Portfolio Solutions, LLC 450 20,265 99.09 19,815 100.18 2.27
Flagship Harbor Advisors, Llc 88 10,032 99.08 9,944 100.16 0.88
Mezzasalma Advisors, LLC 50 10,540 99.15 10,490 100.19 0.48
Santori & Peters, Inc. 18 6,403 99.02 6,385 100.08 0.28
Kmg Fiduciary Partners, Llc 6 2,972 99.26 2,966 100.13 0.20
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Btr Capital Management Inc 114,046 169,514 99.11 283,560 100.16 -40.22
Cambridge Investment Research Advisors, Inc. 89,248 339,940 99.11 429,188 100.16 -20.79
Wbh Advisory Inc 73,286 10,219 99.03 83,505 99.92 -87.76
Arkadios Wealth Advisors 33,654 33,644 0.09 67,298 0.10 -50.01
John W. Brooker & Co., CPAs 24,879 143,258 99.11 168,137 100.16 -14.80
Krilogy Financial LLC 22,709 78,724 99.11 101,433 100.15 -22.39
Wall Capital Group, Inc. 16,712 9,004 99.07 25,716 100.17 -64.99
Beese Fulmer Investment Management, Inc. 14,343 14,029 99.08 28,372 100.17 -50.55
YHB Investment Advisors, Inc. 14,145 129,172 99.11 143,317 100.16 -9.87
Ccg Wealth Management, Llc 11,902 76,725 99.11 88,627 100.16 -13.43
Carlton Hofferkamp & Jenks Wealth Management, LLC 7,526 33,765 99.01 41,291 99.95 -18.23
Blue Zone Wealth Advisors, LLC 7,140 4,211 99.03 11,351 100.17 -62.90
Fusion Capital, LLC 6,292 12,144 99.14 18,436 100.18 -34.13
Uncommon Cents Investing LLC 6,145 67,470 99.11 73,615 100.16 -8.35
Hamilton Wealth, LLC 5,635 11,958 99.10 17,593 100.15 -32.03
Elmwood Wealth Management, Inc. 5,227 38,284 99.10 43,511 100.16 -12.01
Minichmacgregor Wealth Management, Llc 5,193 81,672 99.10 86,865 100.16 -5.98
Benchmark Wealth Management, LLC 5,054 132,400 99.11 137,454 100.16 -3.68
Sugarloaf Wealth Management, LLC 3,251 49,144 99.12 52,395 100.16 -6.20
Rosenberg Matthew Hamilton 3,119 18,894 99.03 22,013 100.17 -14.17
Kwmg, Llc 2,967 132,038 99.11 135,005 100.16 -2.20
Confluence Investment Management Llc 2,458 2,375 98.95 4,833 100.14 -50.86
Mjp Associates Inc /adv 2,325 3,873 99.15 6,198 100.19 -37.51
Mayflower Financial Advisors, LLC 1,582 38,823 99.12 40,405 100.16 -3.92
RDA Financial Network 1,138 17,715 99.13 18,853 100.14 -6.04
Signature Estate & Investment Advisors Llc 1,033 2,057 99.17 3,090 100.00 -33.43
One + One Wealth Management, Llc 986 8,033 99.09 9,019 100.12 -10.93
Planned Solutions, Inc. 979 19,446 99.09 20,425 100.17 -4.79
First Affirmative Financial Network 626 2,578 99.30 3,204 100.19 -19.54
Koshinski Asset Management, Inc. 476 8,986 0.11 9,462 100.19 -5.03
Oxinas Partners Wealth Management LLC 353 7,792 99.08 8,145 100.18 -4.33
Advisory Alpha, LLC 323 6,067 99.06 6,390 100.16 -5.05
Allworth Financial LP 308 4,570 99.12 4,878 100.25 -6.31
Transcend Wealth Collective, Llc 296 5,988 99.03 6,284 100.10 -4.71
S.C. Financial Services, Inc. 274 2,292 99.04 2,566 100.16 -10.68
Norway Savings Bank 220 5,300 99.06 5,520 100.18 -3.99
Capital Market Strategies LLC 219 6,248 99.07 6,467 100.20 -3.39
Private Wealth Group, LLC 99 2,250 99.11 2,349 100.04 -4.21
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