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 2,184 363.00 148.65 166.38
Previous Quarter 2,277 459.00 148.64 169.18

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 40 365 217 236 156 220
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 6 4 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 0 2 0 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 8 25 97 24 37 60
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Past Week 0 0 0 0 1 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 45,868,015 16.89 75.89 69,590,865 25.63 148.39
Previous Quarter 23,439,665 8.63 148.58 69,811,245 25.71 145.99

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 35,844,909
Vanguard Group Inc 35,272,561 148.65
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 28,335,912
State Farm Mutual Automobile Insurance Co 27,241,300 148.65
BlackRock Inc. 23,345,048 148.65
BlackRock Inc. 22,447,913
State Street Corp 15,803,098 149.12
STATE STREET CORP 15,451,278
Capital World Investors 13,603,414
Capital World Investors 8,483,497 148.65
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 8,242,280 148.65
Fmr Llc 7,057,126 148.65
VIMSX - Vanguard Mid-Cap Index Fund Investor Shares 6,488,889 148.65
VFINX - Vanguard 500 Index Fund Investor Shares 5,953,412 148.65
Geode Capital Management, Llc 5,584,019 148.53
Dimensional Fund Advisors Lp 4,782,243 148.66
Northern Trust Corp 4,568,364 148.65
CFS Investment Advisory Services, LLC 4,061,713 0.01
AWSHX - WASHINGTON MUTUAL INVESTORS FUND Class A 4,054,883 154.78
FCNTX - Fidelity Contrafund 3,135,436 148.65

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 35,272,561 148.65
State Farm Mutual Automobile Insurance Co 27,241,300 148.65
BlackRock Inc. 23,345,048 148.65
State Street Corp 15,803,098 149.12
Capital World Investors 8,483,497 148.65
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 8,242,280 148.65
Fmr Llc 7,057,126 148.65
VIMSX - Vanguard Mid-Cap Index Fund Investor Shares 6,488,889 148.65
VFINX - Vanguard 500 Index Fund Investor Shares 5,953,412 148.65
AWSHX - WASHINGTON MUTUAL INVESTORS FUND Class A 5,632,169 101.40
Geode Capital Management, Llc 5,584,019 148.53
Dimensional Fund Advisors Lp 4,782,243 148.66
Northern Trust Corp 4,568,364 148.65
CFS Investment Advisory Services, LLC 4,061,713 0.01
FCNTX - Fidelity Contrafund 3,135,436 148.65
Bank of New York Mellon Corp 3,043,212 148.65
Spdr S&p 500 Etf Trust 2,961,935 148.65
FXAIX - Fidelity 500 Index Fund 2,926,808 131.62
Morgan Stanley 2,492,908 148.65
VMVIX - Vanguard Mid-Cap Value Index Fund Investor Shares 2,400,140 148.65

 

Recent Quarter Analysis

Name Shares PPS
VANGUARD GROUP INC 35,844,909
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 28,335,912
STATE STREET CORP 15,451,278
PRAFX - T. Rowe Price Real Assets Fund, Inc. 316,211 148.65
DCUAX - DWS CROCI U.S. Fund Class A 75,737 148.65
FCPI - Fidelity Stocks for Inflation ETF 63,156 154.78
PDP - Invesco DWA Momentum ETF 53,463 154.78
HFLGX - Hennessy Cornerstone Large Growth Fund Investor Class 22,600 154.78
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 16,545 154.79
Dimensional ETF Trust - Dimensional US High Profitability ETF 14,912 154.77
Hudson Valley Investment Advisors Inc /adv 14,680 104.43
CFIPX - QS Global Equity Fund Class A 14,000 154.79
Walker Asset Management, LLC 13,950 135.34
CHGX - AXS Change Finance ESG ETF 8,589 154.73
IBALX - Transamerica Multi-Managed Balanced A 6,152 154.75
FQAL - Fidelity Quality Factor ETF 6,121 154.71
QAACX - Federated MDT All Cap Core Fund Class A Shares 4,473 154.71
Ellevest, Inc. 4,099 104.42
Secure Asset Management, LLC 3,505 104.42
FDMO - Fidelity Momentum Factor ETF 2,746 154.77
Name Shares PPS
BlackRock Inc. 23,345,048 148.65
Bank Of America Corp /de/ 1,323,471 148.65
Wells Fargo & Company/mn 1,283,911 148.65
Twin Tree Management, LP 834,000 148.65
Goldman Sachs Group Inc 824,639 148.65
PEAK6 Investments LLC 551,300 148.65
Group One Trading, L.p. 453,100 148.65
Credit Suisse Ag/ 398,705 148.65
Credit Suisse Ag/ 398,705 148.65
Barclays Plc 348,835 148.65
Barclays Plc 348,835 148.65
PRAFX - T. Rowe Price Real Assets Fund, Inc. 316,211 148.65
RPV - Invesco S&P 500 Pure Value ETF 311,625 111.65
Parallax Volatility Advisers, L.P. 238,400 148.65
Hsbc Holdings Plc 236,056 149.16
DGRW - WisdomTree U.S. Quality Dividend Growth Fund N/A 223,681 98.49
Bnp Paribas Arbitrage, Sa 131,111 148.65
Bnp Paribas Arbitrage, Sa 131,111 148.65
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 86,000 98.49
DCUAX - DWS CROCI U.S. Fund Class A 75,737 148.65
Capstone Investment Advisors, Llc 61,200 148.64
PFPFX - Poplar Forest Partners Fund Class A 55,000 98.49
HighTower Advisors, LLC 53,507 148.60
Claudia M.p. Batlle, Crp (r) Llc 52,737 148.64
DSI - iShares MSCI KLD 400 Social ETF 51,859 111.65
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 48,484 98.49
Point72 Hong Kong Ltd 41,000 148.66
Marshall Wace North America L.P. 31,526 98.49
Carroll Financial Associates, Inc. 29,401 116.63
EVSAX - Wells Fargo Disciplined U.S. Core Fund Class A 28,895 111.65
APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A 22,900 98.47
Optimal Asset Management, Inc. 19,736 98.50
SPGIX - Simt Large Cap Growth Fund Class I 18,428 98.49
Retireful, LLC 17,850 148.63
Lido Advisors, LLC 17,330 148.64
CAMG Solamere Management, LLC 16,670 98.50
PIBAX - PGIM BALANCED FUND Class A 16,300 98.47
VMNFX - Vanguard Market Neutral Fund Investor Shares 15,136 98.51
B. Metzler seel. Sohn & Co. Holding AG 13,900 98.49
Aaron Wealth Advisors LLC 13,675 6.73
First Midwest Bank Trust Division 12,461 114.12
World Asset Management Inc 12,240 98.53
Mid Atlantic Financial Management Inc/adv 12,058 98.52
KNGAX - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares 11,342 101.39
Sound Financial Strategies Group, LLC 11,042 148.61
Dynamic Advisor Solutions LLC 8,693 148.63
Tudor Investment Corp Et Al 7,600 148.82
Tudor Investment Corp Et Al 7,600 148.82
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 7,533 98.50
Covenant Multifamily Offices, LLC 6,706 98.72
VPVGMMV - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 6,411 98.42
Kingsview Wealth Management, LLC 6,001 114.15
Calton & Associates, Inc. 5,929 148.59
IPFCX - Poplar Forest Cornerstone Fund Investor Class 5,800 98.45
HighPoint Advisor Group LLC 5,513 98.49
PGMAX - PIMCO Global Core Asset Allocation Fund A 5,210 98.46
Harvest Investment Services, LLC 4,662 148.65
IBM Retirement Fund 4,336 148.75
IFP Advisors, Inc 4,192 114.27
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 3,620 98.62
Miracle Mile Advisors, LLC 3,618 148.70
Ameritas Investment Corp 3,612
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 3,441 98.52
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 3,111 98.36
MML Series Investment Fund II - MML Equity Rotation Fund Class II 3,099 98.42
FDMO - Fidelity Momentum Factor ETF 2,669 101.54
Homrich & Berg 2,644 98.34
Cullinan Associates Inc 2,600 148.46
Ritholtz Wealth Management 2,464 148.54
Beecher Investors Inc 2,450 148.57
Paragon Capital Management Ltd 2,439 148.83
Veracity Capital LLC 2,392 148.83
First Mercantile Trust Co 2,386 98.49
F&V Capital Management, LLC 2,240 148.66
LDVCX - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares 2,093 98.42
Sequoia Financial Advisors, LLC 1,910 148.69
Wilson & Boucher Capital Management, LLC 1,900 148.42
Appleton Partners Inc/ma 1,900 148.42
Indiana Trust & Investment Management CO 1,900 148.42
RYZAX - S&P 500 Pure Value Fund Class H 1,849 98.43
Cornell Pochily Investment Advisors, Inc. 1,813 148.92
Tower Bridge Advisors 1,800 148.89
Puzo Michael J 1,800 148.89
Townsend & Associates, Inc 1,793 150.59
PFG Advisors 1,699 148.91
Chicago Capital, LLC 1,584 148.36
Burke & Herbert Bank & Trust Co 1,554 148.65
Bbva Usa 1,545 98.38
Intersect Capital LLC 1,526 148.75
Berman Capital Advisors, LLC 1,518 98.16
Center For Asset Management LLC 1,501 148.57
Mercer Capital Advisers, Inc. 1,500 98.67
GraniteShares Advisors LLC 1,483 148.35
Hollencrest Capital Management 1,473 148.68
MARNX - Convergence Long/Short Equity Fund - Institutional Class 1,464 106.56
Eastern Bank 1,458 148.83
Courier Capital Llc 1,425 148.77
Filbrandt Wealth Management, LLC 1,400 98.57
Boltwood Capital Management 1,400 148.57
Euclidean Technologies Management, LLC 1,398 148.78
DEW - WisdomTree Global High Dividend Fund N/A 1,327 98.72
Blodgett Wealth Advisors, Llc 1,300 148.46
Blodgett Wealth Advisors, Llc 1,300 148.46
Asset Dedication, LLC 994 148.89
Maven Securities LTD 800 148.75
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 555 99.10
Wealth Quarterback LLC 540
Stephenson National Bank & Trust 447 147.65
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 308 97.40
Vigilant Capital Management, LLC 300 150.00
Sonora Investment Management, LLC 233 98.71
Godsey & Gibb Associates 150 146.67
Tarbox Family Office, Inc. 115 147.83
GSSFX - Gotham Short Strategies Fund Institutional Class 53 94.34
BCR Wealth Strategies, LLC 40 150.00
JNBA Financial Advisors 11 181.82
Gemmer Asset Management LLC 6
GoalVest Advisory LLC 3
Wealthstar Advisors, Llc
GCHDX - Gotham Hedged Core Fund Institutional Class
United Services Automobile Association
Syverson Strege & Co
Clear Creek Financial Management, LLC
Harbor Financial Services, Llc
Perkins Coie Trust Co
CX Institutional
ESGS - Columbia Sustainable U.S. Equity Income ETF
Eagle Bay Advisors LLC
Holocene Advisors, LP
CDC - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
Maverick Capital Ltd
Moore Capital Management, Lp
CZA - Invesco Zacks Mid-Cap ETF
Enterprise Financial Services Corp
Abundance Wealth Counselors
Asahi Life Asset Management Co., Ltd.
Standard Family Office LLC
Fox Run Management, L.l.c.
Founders Financial Securities Llc
Beck Bode, LLC
SEMCX - Simt Mid Cap Fund Class F
Hayden Royal, Llc
RiverTree Advisors, LLC
Delta Investment Management, LLC
First Heartland Consultants, Inc.
Oxinas Partners Wealth Management LLC
Avidian Wealth Solutions, LLC
Keudell/Morrison Wealth Management
Employees Retirement System of Texas
Eubel Brady & Suttman Asset Management Inc
Legend Financial Advisors, Inc.
FTA - First Trust Large Cap Value AlphaDEX Fund
L & S Advisors Inc
Polianta Ltd
Voloridge Investment Management, Llc
Elkhorn Partners Limited Partnership
MUFG Securities EMEA plc
Encompass Capital Advisors LLC
Slow Capital, Inc.
Wrapmanager Inc
44 Wealth Management Llc
CACG - ClearBridge All Cap Growth ETF
Bp Plc
GQG Partners LLC
Lake Street Advisors Group, Llc
Strategic Blueprint, LLC
Symphony Financial, Ltd. Co.
FORA Capital, LLC
Dohj, Llc
Flaharty Asset Management, LLC
FAB - First Trust Multi Cap Value AlphaDEX Fund
Quantitative Systematic Strategies LLC
Pinkerton Retirement Specialists, LLC
HHM Wealth Advisors, LLC
Piershale Financial Group, Inc.
Cahill Financial Advisors Inc
Meridian Wealth Partners, LLC
ExodusPoint Capital Management, LP
GAOAX - JPMorgan Global Allocation Fund Class A
Hancock Whitney Investment Services Inc.
FIL Ltd
Wolverine Asset Management Llc
Jacobi Capital Management LLC
Quantedge Capital Pte Ltd
Cassady Schiller Wealth Management, LLC
Y-Intercept (Hong Kong) Ltd
Emerald Advisors, LLC
Sargent Investment Group, LLC
Cordatus Wealth Management LLC
Roman Butler Fullerton & Co
MLUAX - MassMutual Select Mid-Cap Value Fund Class A
LMR Partners LLP
Consolidated Planning Corp
Cornerstone Advisory, LLC
Blueshift Asset Management, LLC
Healthcare Of Ontario Pension Plan Trust Fund
Poplar Forest Capital LLC
Pearl River Capital, LLC
Quantamental Technologies LLC
Engine No. 1 Llc
Advisor OS, LLC
GDMYX - Defensive Market Strategies Fund Institutional
Qube Research & Technologies Ltd
Jupiter Asset Management Ltd
Toth Financial Advisory Corp
WMS Partners, LLC
Cohen & Steers, Inc.
Quantbot Technologies LP
Arabesque Asset Management Ltd
Great Diamond Partners, LLC
Jackson Wealth Management, LLC
Kalos Management, Inc.
Jump Financial, LLC
Equitec Proprietary Markets, Llc
Astrantus Ltd
Quadrature Capital Ltd
Truadvice, LLC
Oppenheimer Asset Management Inc.
Hoertkorn Richard Charles
Roosevelt Investment Group Llc
Kowal Investment Group, LLC
Moulton Wealth Management, Inc
L2 Asset Management, LLC
Polar Asset Management Partners Inc.
Bellwether Advisors, LLC
Dynamic Technology Lab Private Ltd
Adage Capital Partners Gp, L.l.c.
Aries Wealth Management
Aigen Investment Management, Lp
NVQ - QRAFT AI-Enhanced U.S. Next Value ETF
Guardian Capital Advisors Lp
Lingohr & Partner Asset Management GmbH
Monte Financial Group, LLC
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Tuttle Tactical Management LLC
Mattern Wealth Management LLC
Axiom Investment Management LLC
Silverleafe Capital Partners, LLC
Pensionfund DSM Netherlands
Krs Capital Management, Llc
James Investment Research Inc
CDL - VictoryShares US Large Cap High Div Volatility Wtd ETF
Mizuho Securities Co. Ltd.
O'Neil Global Advisors, Inc.
Morningstar Funds Trust - Morningstar Alternatives Fund
Jade Capital Advisors, LLC
All Season Financial Advisors, Inc.
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1
Helios Capital Management Pte. Ltd
Johnson Midwest Financial, LLC
Engrave Wealth Partners LLC
Capitolis Advisors LLC
Financial Enhancement Group LLC
Occudo Quantitative Strategies Lp
Duality Advisers, Lp
Quantitative Investment Management, LLC
Arrow Investment Advisors, LLC
Baltimore-Washington Financial Advisors, Inc.
Sofos Investments, Inc.
Golden Green, Inc.
PrairieView Partners, LLC
WESPAC Advisors, LLC
Wealthspire Advisors, LLC
Stonnington Group, Llc
Renaissance Technologies Llc
Balentine LLC
Capital CS Group, LLC
Evolution Wealth Advisors, LLC
CBHAX - Victory Market Neutral Income Fund Class A
QLMGOX - ClearBridge Variable Aggressive Growth Portfolio Class I
First Command Advisory Services, Inc.
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
Teza Capital Management LLC
Advisor Resource Council
Reliant Investment Management, LLC
BancorpSouth Bank
NN Investment Partners Holdings N.V.
EWG Elevate Inc.
Ahl Investment Management, Inc.
AlphaStar Capital Management, LLC
Laurion Capital Management LP
Laurion Capital Management LP
SLCAX - Siit Large Cap Fund - Class A
Hartree Partners, LP
Verition Fund Management LLC
Quad-Cities Investment Group, LLC
Mizuho Markets Cayman LP
SCPAX - Siit Large Cap Disciplined Equity Fund - Class A
Stevens Capital Management Lp
Bramshill Investments, LLC
Point72 Asset Management, L.P.
Ibex Wealth Advisors
Two Sigma Investments, Lp
MVIAX - Praxis Value Index Fund Class A
Penn Mutual Asset Management, LLC
McMahon Financial Advisors, LLC
Gateway Advisory, LLC
Two Sigma Investments, Lp
Two Sigma Investments, Lp
Echo Street Capital Management LLC
Eqis Capital Management, Inc.
JGP Global Gestao de Recursos Ltda.
Evercore Wealth Management, LLC
Brookfield Asset Management Inc.
Amplius Wealth Advisors, LLC
Camarda Financial Advisors, LLC
Spectrum Asset Management, Inc. (NB/CA)
Symmetry Investments LP
Alethea Capital Management, Llc
Avestar Capital, LLC
Centiva Capital, LP
Dark Forest Capital Management Lp
Castleview Partners, Llc
Scott & Selber, Inc.
Gerber Kawasaki Wealth & Investment Management
Susquehanna Fundamental Investments, Llc
Caption Management, LLC
PQIIX - PIMCO Dividend and Income Fund Institutional Class
Alberta Investment Management Corp
Gsa Capital Partners Llp
Balyasny Asset Management Llc
Mbb Public Markets I Llc
Cypress Capital Management LLC (WY)
Investors Financial Group, LLC
Quinn Opportunity Partners LLC
Pinnacle Family Advisors, LLC
Barber Financial Group, Inc.
SWSAX - SIIT World Select Equity Fund Class A
CoreCap Advisors, LLC
Moloney Securities Asset Management, LLC
Modera Wealth Management, LLC
Bridgefront Capital, LLC
Trexquant Investment LP
SEHAX - SIIT U.S. Equity Factor Allocation Fund Class A
JJJ Advisors Inc.
Riverwater Partners LLC
Norges Bank
Barrett Asset Management, LLC
Signet Financial Management, Llc
Weiss Asset Management LP
Fulcrum Asset Management LLP
AMP Capital Investors Ltd
Denali Advisors Llc
Caption Management, LLC
Truvestments Capital Llc
Axa S.a.
Stoneridge Investment Partners Llc
D'Orazio & Associates, Inc.
Delta Asset Management Llc/tn
Capital International Investors
Caption Management, LLC
West Branch Capital LLC
G2 Capital Management, Llc / Oh
Laurion Capital Management LP
Liberty Wealth Management Llc
Alethea Capital Management, Llc
Alethea Capital Management, Llc
Avestar Capital, LLC
Q3 Asset Management
Dean Investment Associates, Llc
Optiver Holding B.V.
ODonnell Financial Services, LLC
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
GIVYX - Global Tactical Fund Institutional Class 99.11
NLSAX - Neuberger Berman Long Short Fund Class A 111.64
Name Current Shares Current PPS Previous Shares Previous PPS
Capital World Investors 13,603,414 8,483,497 148.65
Ardevora Asset Management LLP 493,302 104.41 555,000 148.65
AustralianSuper Pty Ltd 424,182 104.41 292,264 148.65
Allspring Global Investments Holdings, LLC 288,309 104.40 294,679 148.65
Commonwealth Equity Services, Llc 214,957 104.41 301,368 148.65
Truist Financial Corp 189,782 104.41 170,901 148.65
Umb Bank N A/mo 171,560 104.41 175,805 148.65
Front Street Capital Management, Inc. 148,972 104.41 150,462 148.65
Oregon Public Employees Retirement Fund 146,027 104.41 137,032 148.65
Grace & White Inc /ny 111,111 104.41 111,111 148.64
Manning & Napier Group, LLC 105,005 104.40 169,572 148.64
Cambridge Investment Research Advisors, Inc. 80,494 104.41 80,979 148.66
Meyer Handelman Co 78,382 104.41 82,848 148.65
First Personal Financial Services 73,649 104.41 78,381 148.65
Transform Wealth, LLC 63,056 104.94 65,658 148.65
Insight Folios Inc 62,372 104.39 60,812 148.70
State of Alaska, Department of Revenue 58,737 104.40 130,435 148.64
DnB Asset Management AS 58,408 104.40 64,886 148.65
Wedge Capital Management L L P/nc 55,900 104.42 58,658 148.66
Central Bank & Trust Co 53,115 104.41 54,280 148.66
Name Current Shares Current PPS Previous Shares Previous PPS
AWSHX - WASHINGTON MUTUAL INVESTORS FUND Class A 4,054,883 154.78 5,632,169 101.40
Dfa Investment Trust Co - The U.s. Large Cap Value Series 1,991,500 154.78 1,991,500 101.40
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares 1,749,642 154.78 1,902,937 101.40
VYM - Vanguard High Dividend Yield Index Fund ETF Shares 1,066,063 154.78 1,118,749 101.40
AMECX - INCOME FUND OF AMERICA Class A 763,700 154.78 1,029,500 101.40
QUAL - iShares Edge MSCI USA Quality Factor ETF 696,761 154.78 676,194 101.40
FSMDX - Fidelity Mid Cap Index Fund 668,532 154.78 645,150 101.40
COWZ - Pacer US Cash Cows 100 ETF 657,417 154.78 204,122 101.40
FXZ - First Trust Materials AlphaDEX Fund 604,978 154.78 218,886 101.40
MTUM - iShares Edge MSCI USA Momentum Factor ETF 547,048 154.78 562,041 101.40
SWPPX - Schwab S&P 500 Index Fund 492,796 154.78 505,826 101.40
RSP - Invesco S&P 500 Equal Weight ETF 481,173 154.78 580,881 101.40
VLUE - iShares Edge MSCI USA Value Factor ETF 479,104 154.78 519,983 101.40
IYM - iShares U.S. Basic Materials ETF 451,045 154.78 284,793 101.40
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class 420,849 154.78 420,849 101.40
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class 419,787 154.78 386,790 101.40
AQEAX - Columbia Disciplined Core Fund Class A 342,697 154.78 348,226 101.40
DGRO - iShares Core Dividend Growth ETF 302,645 154.78 297,574 101.40
DURPX - U.S. High Relative Profitability Portfolio Institutional Class 249,069 154.78 104,905 101.40
PEQIX - Pioneer Equity Income Fund : Class A 230,075 154.78 244,090 101.40
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Capital World Investors 5,119,917 13,603,414 8,483,497 148.65 60.35
COWZ - Pacer US Cash Cows 100 ETF 453,295 657,417 154.78 204,122 101.40 222.07
FXZ - First Trust Materials AlphaDEX Fund 386,092 604,978 154.78 218,886 101.40 176.39
IYM - iShares U.S. Basic Materials ETF 166,252 451,045 154.78 284,793 101.40 58.38
FFGCX - Fidelity Global Commodity Stock Fund 151,300 191,392 154.78 40,092 101.39 377.38
DURPX - U.S. High Relative Profitability Portfolio Institutional Class 144,164 249,069 154.78 104,905 101.40 137.42
AustralianSuper Pty Ltd 131,918 424,182 104.41 292,264 148.65 45.14
USISX - Income Stock Fund Shares 33,990 197,718 154.78 163,728 101.40 20.76
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class 32,997 419,787 154.78 386,790 101.40 8.53
TISCX - TIAA-CREF Social Choice Equity Fund Institutional Class 32,044 159,805 154.78 127,761 101.40 25.08
PRPFX - Permanent Portfolio Class I 30,000 130,000 154.78 100,000 101.40 30.00
Exchange Traded Concepts, Llc 28,627 31,196 104.40 2,569 148.70 1114.32
USGRX - Growth & Income Fund Shares 25,463 67,682 154.78 42,219 101.40 60.31
PYZ - Invesco DWA Basic Materials Momentum ETF 24,767 55,499 154.78 30,732 101.39 80.59
FSMDX - Fidelity Mid Cap Index Fund 23,382 668,532 154.78 645,150 101.40 3.62
PALC - Pacer Lunt Large Cap Multi-Factor Alternator ETF 21,984 26,775 154.77 4,791 111.67 458.86
QUAL - iShares Edge MSCI USA Quality Factor ETF 20,567 696,761 154.78 676,194 101.40 3.04
Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 19,217 43,870 154.78 24,653 101.41 77.95
Truist Financial Corp 18,881 189,782 104.41 170,901 148.65 11.05
DFAC - Dimensional U.S. Core Equity 2 ETF 18,312 188,888 154.78 170,576 101.40 10.74
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
AWSHX - WASHINGTON MUTUAL INVESTORS FUND Class A 1,577,286 4,054,883 154.78 5,632,169 101.40 -28.00
AMECX - INCOME FUND OF AMERICA Class A 265,800 763,700 154.78 1,029,500 101.40 -25.82
Aegon Asset Management Uk Plc 183,903 47,503 0.11 231,406 0.15 -79.47
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares 153,295 1,749,642 154.78 1,902,937 101.40 -8.06
RSP - Invesco S&P 500 Equal Weight ETF 99,708 481,173 154.78 580,881 101.40 -17.16
Commonwealth Equity Services, Llc 86,411 214,957 104.41 301,368 148.65 -28.67
State of Alaska, Department of Revenue 71,698 58,737 104.40 130,435 148.64 -54.97
Manning & Napier Group, LLC 64,567 105,005 104.40 169,572 148.64 -38.08
Scout Investments, Inc. 63,813 38,089 104.41 101,902 148.65 -62.62
Ardevora Asset Management LLP 61,698 493,302 104.41 555,000 148.65 -11.12
VYM - Vanguard High Dividend Yield Index Fund ETF Shares 52,686 1,066,063 154.78 1,118,749 101.40 -4.71
AAUTX - Thrivent Large Cap Value Fund Class A 48,367 132,872 154.78 181,239 101.40 -26.69
PRF - Invesco FTSE RAFI US 1000 ETF 46,834 57,673 154.79 104,507 101.40 -44.81
Calamos Strategic Total Return Fund 41,000 41,000 154.78 82,000 101.40 -50.00
VLUE - iShares Edge MSCI USA Value Factor ETF 40,879 479,104 154.78 519,983 101.40 -7.86
FTC - First Trust Large Cap Growth AlphaDEX Fund 37,286 60,949 154.79 98,235 101.40 -37.96
FUMIX - Fidelity SAI U.S. Momentum Index Fund 31,242 135,928 154.78 167,170 101.40 -18.69
FSWCX - Fidelity SAI U.S. Value Index Fund 29,209 141,959 154.78 171,168 101.40 -17.06
AGAQX - 361 Global Long/Short Equity Fund Investor Class 28,678 49,664 154.78 78,342 101.40 -36.61
FLCPX - Fidelity SAI U.S. Large Cap Index Fund 22,895 90,096 154.78 112,991 101.40 -20.26
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Two Sigma Investments, Lp 0
Balyasny Asset Management Llc 0
Hartree Partners, LP 0
Laurion Capital Management LP 0
Caption Management, LLC 0
Alethea Capital Management, Llc 0
Name Previous Calls
Blodgett Wealth Advisors, Llc 1,300
Avestar Capital, LLC 0
Point72 Asset Management, L.P. 0
Symmetry Investments LP 0
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
KNGAX - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Walker Asset Management, LLC 13,950 135.34
Secure Asset Management, LLC 3,505 104.42
BKD Wealth Advisors, LLC 1,921 104.63
LS Investment Advisors, LLC 618 110.03
ABWAX - AB All Market Total Return Portfolio Class A 563 133.21
Delaware Enhanced Global Dividend & Income Fund 228 131.58
Hexagon Capital Partners LLC 86 104.65
Steward Financial Group LLC 22 90.91
Name Shares PPS
Sequoia Financial Advisors, LLC 1,910 148.69
Blodgett Wealth Advisors, Llc 1,300 148.46
Harvest Investment Services, LLC 4,662 148.65
Eastern Bank 1,458 148.83
Claudia M.p. Batlle, Crp (r) Llc 52,737 148.64
Chicago Capital, LLC 1,584 148.36
Courier Capital Llc 1,425 148.77
Godsey & Gibb Associates 150 146.67
BCR Wealth Strategies, LLC 40 150.00
Gemmer Asset Management LLC 6
Aaron Wealth Advisors LLC 13,675 6.73
Tarbox Family Office, Inc. 115 147.83
IBM Retirement Fund 4,336 148.75
Euclidean Technologies Management, LLC 1,398 148.78
GraniteShares Advisors LLC 1,483 148.35
Cornell Pochily Investment Advisors, Inc. 1,813 148.92
Beecher Investors Inc 2,450 148.57
Puzo Michael J 1,800 148.89
Hollencrest Capital Management 1,473 148.68
Sound Financial Strategies Group, LLC 11,042 148.61
Retireful, LLC 17,850 148.63
Center For Asset Management LLC 1,501 148.57
JNBA Financial Advisors 11 181.82
Tower Bridge Advisors 1,800 148.89
F&V Capital Management, LLC 2,240 148.66
Name Current Shares Current PPS Previous Shares Previous PPS
Allspring Global Investments Holdings, LLC 288,309 104.40 294,679 148.65
Commonwealth Equity Services, Llc 214,957 104.41 301,368 148.65
Truist Financial Corp 189,782 104.41 170,901 148.65
Umb Bank N A/mo 171,560 104.41 175,805 148.65
Front Street Capital Management, Inc. 148,972 104.41 150,462 148.65
Oregon Public Employees Retirement Fund 146,027 104.41 137,032 148.65
Grace & White Inc /ny 111,111 104.41 111,111 148.64
First Personal Financial Services 73,649 104.41 78,381 148.65
Central Bank & Trust Co 53,115 104.41 54,280 148.66
Gulf International Bank (UK) Ltd 49,095 106.24 49,095 148.63
Arjuna Capital 46,236 104.42 44,833 148.64
Monument Capital Management 37,284 104.41 39,273 148.65
Strs Ohio 35,952 104.39 22,160 148.65
Exchange Traded Concepts, Llc 31,196 104.40 2,569 148.70
Wealthfront Advisers Llc 29,185 104.40 37,404 148.65
Regions Financial Corp 26,291 104.41 28,508 148.66
Hartford Investment Management Co 25,396 104.43 25,594 148.67
Bowling Portfolio Management LLC 22,048 104.41 22,150 148.67
Dorsey Wright & Associates 21,905 104.41 21,853 148.63
Ziegler Capital Management, LLC 21,132 104.39 4,305 148.66
Howland Capital Management Llc 18,331 104.90 1,366 149.34
Patton Fund Management, Inc. 16,979 104.42 28,424 148.64
Louisiana State Employees Retirement System 16,800 117.20 17,200 169.24
Old National Bancorp /in/ 16,576 104.43 6,835 148.65
Sumitomo Life Insurance Co 16,364 104.44 16,043 148.66
Ellsworth Advisors, LLC 15,288 104.40 15,445 169.25
Great Valley Advisor Group, Inc. 15,153 104.40 6,534 147.84
New Mexico Educational Retirement Board 15,109 104.44 15,809 148.65
Harel Insurance Investments & Financial Services Ltd. 15,069 104.39 25,500 148.67
MAI Capital Management 15,060 104.38 17,909 148.64
Argus Investors' Counsel, Inc. 13,151 104.40 13,151 148.66
JGP Wealth Management, LLC 10,652 105.90 10,505 150.79
Capital Investment Advisory Services, LLC 10,238 104.41 10,834 148.61
Means Investment Co., Inc. 9,432 104.43 9,430 148.67
Granite Investment Partners, LLC 9,200 104.46 5,560 148.56
Stratos Wealth Partners, LTD. 8,269 104.37 9,293 148.71
Savant Capital, LLC 7,410 104.45 7,525 148.57
Beacon Financial Advisory LLC 7,062 104.36 7,070 148.66
Arkfeld Wealth Strategies, L.L.C. 6,892 108.97 6,436 157.24
Beacon Investment Advisory Services, Inc. 6,740 104.45 5,797 148.70
Hennion & Walsh Asset Management, Inc. 6,333 104.37 6,117 148.60
Institute for Wealth Management, LLC. 5,587 104.35 5,844 148.70
Mcdonald Partners Llc 5,544 104.44 5,509 148.67
Pendal Group Ltd 5,494 104.48 14,645 148.65
Spire Wealth Management 5,262 104.33 5,309 148.62
Capital Investment Counsel, Inc 5,025 104.48 5,025 148.66
Mitchell & Pahl Private Wealth, Llc 4,929 104.48 5,342 148.63
Proffitt & Goodson Inc 4,449 104.52 4,557 148.56
Segment Wealth Management, LLC 4,221 104.48 4,221 148.54
Bender Robert & Associates 4,215 104.39 4,215 148.75
Security Financial Services, INC. 4,121 104.34 4,925 148.63
Retirement Guys Formula Llc 4,056 104.54 3,520 148.58
Monarch Capital Management Inc/ 3,927 104.41 4,027 148.75
Measured Wealth Private Client Group, LLC 3,883 104.30 4,533 148.69
Trust Co Of Vermont 3,682 104.29 3,732 148.71
Carolina Wealth Advisors, LLC 3,655 104.51 2,467 148.76
SNS Financial Group, LLC 3,221 104.94 3,200 148.75
Comerica Securities,inc. 3,194 104.88 3,578 149.25
Sawtooth Solutions, LLC 3,191 104.36 3,183 148.60
Accredited Investors Inc. 3,102 104.45 3,089 148.59
Purus Wealth Management, LLC 3,093 104.43 3,096 148.58
Canal Capital Management, LLC 3,000 104.33 3,000 148.67
Security National Bank 2,943 104.32 3,242 148.67
Conning Inc. 2,912 104.40 2,924 148.77
Wedbush Securities Inc 2,849 104.25 2,269 148.52
Columbia Trust Co 01012016 2,446 104.66 3,304 165.25
Alpha Cubed Investments, LLC 2,333 104.59 2,227 148.63
Welch Group, LLC 2,292 104.28 2,308 148.61
J2 Capital Management Inc 2,204 104.36 2,890 148.79
Edmonds Duncan Registered Investment Advisors, LLC 2,132 104.60 2,132 148.69
TCI Wealth Advisors, Inc. 2,125 104.47 2,056 148.83
Sandy Spring Bank 2,114 104.07 2,106 148.62
Altium Wealth Management LLC 2,099 104.34 2,537 148.60
First City Capital Management, Inc. 2,040 104.41 2,040 148.53
Hnp Capital Llc 2,016 104.17 1,425 148.77
Griffin Asset Management, Inc. 1,960 104.59 2,010 148.76
Guyasuta Investment Advisors Inc 1,925 104.42 1,925 148.57
Thompson Siegel & Walmsley Llc 1,788 104.59 1,788 148.77
Geneos Wealth Management Inc. 1,661 105.36 975 147.69
Hartford Financial Management Inc. 1,500 104.67 1,500 148.67
Bank Julius Baer & Co. Ltd, Zurich 896 104.91 1,066 148.22
GPS Wealth Strategies Group, LLC 863 104.29 202 148.51
Private Ocean, LLC 854 104.22 854 148.71
Tradewinds Capital Management, LLC 800 105.00 800 148.75
Atwood & Palmer Inc 765 104.58 500 148.00
SBQAX - AmericaFirst Large Cap Share Buyback Fund Class A 655 103.82 656 149.39
WASHINGTON TRUST Co 425 103.53 425 148.24
Corbenic Partners LLC 421 104.51 421 149.64
First Command Bank 200 105.00 200 150.00
First Command Financial Services, Inc. 200 105.00 200 150.00
HBC Financial Services, PLLC 150 109006.67 150 157026.67
Hanson & Doremus Investment Management 129 100.78 129 147.29
Washington Trust Advisors, Inc. 107 102.80 136 147.06
Mv Capital Management, Inc. 87 103.45 98 153.06
Arlington Partners LLC 65 107.69 65 153.85
Arrow Financial Corp 35 114.29 35 142.86
Bogart Wealth, LLC 11 90.91 58 155.17
Name Current Shares Current PPS Previous Shares Previous PPS
SCHX - Schwab U.S. Large-Cap ETF 211,903 132.46 231,632 131.62
FNDX - Schwab Fundamental U.S. Large Company Index ETF 151,639 132.46 163,778 131.62
SCHB - Schwab U.S. Broad Market ETF 137,890 132.46 143,537 131.62
SCHV - Schwab U.S. Large-Cap Value ETF 127,130 132.46 131,208 131.62
CZMVX - Multi-Manager Value Strategies Fund Institutional Class 100,960 132.46 100,960 131.62
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares 40,712 132.47 61,917 131.63
TARKX - Tarkio Fund 40,525 132.46 48,900 131.62
RWL - Invesco S&P 500 Revenue ETF 27,165 132.45 24,679 131.61
NEIAX - Columbia Large Cap Index Fund Class A 25,823 132.48 26,469 131.63
PRDAX - Diversified Real Asset Fund Class A 25,326 132.47 33,395 131.61
NMIAX - Columbia Large Cap Enhanced Core Fund Class A 21,342 132.46 27,911 131.63
PBUS - Invesco PureBeta MSCI USA ETF 16,903 132.46 17,491 131.61
SCHK - Schwab 1000 Index ETF 14,963 132.46 15,304 131.60
Bullseye Investment Management, LLC 13,873 104.38 0
Fractal Investments LLC 10,579 104.45 0
FNDB - Schwab Fundamental U.S. Broad Market Index ETF 5,795 132.53 6,564 131.63
IMCVX - Voya Multi-Manager Mid Cap Value Fund Class I 3,615 132.50 3,344 131.58
New England Research & Management, Inc. 3,135 104.31 0
GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares 2,290 132.31 2,217 131.71
DLCFX - Destinations Large Cap Equity Fund Class I 1,969 132.55 2,231 131.78
SPFIX - S&P 500 Index Fund Direct Shares 1,728 132.52 1,924 131.50
IUS - Invesco RAFI(TM) Strategic US ETF 1,723 132.33 2,734 131.68
PMSAX - Global Multi-Strategy Fund Class A 1,468 132.15 1,967 131.67
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 910 132.97 910 131.87
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Exchange Traded Concepts, Llc 28,627 31,196 104.40 2,569 148.70 1114.32
Truist Financial Corp 18,881 189,782 104.41 170,901 148.65 11.05
Howland Capital Management Llc 16,965 18,331 104.90 1,366 149.34 1241.95
Ziegler Capital Management, LLC 16,827 21,132 104.39 4,305 148.66 390.87
Bullseye Investment Management, LLC 13,873 13,873 104.38 0 0.00
Strs Ohio 13,792 35,952 104.39 22,160 148.65 62.24
Fractal Investments LLC 10,579 10,579 104.45 0 0.00
Old National Bancorp /in/ 9,741 16,576 104.43 6,835 148.65 142.52
Oregon Public Employees Retirement Fund 8,995 146,027 104.41 137,032 148.65 6.56
Great Valley Advisor Group, Inc. 8,619 15,153 104.40 6,534 147.84 131.91
Granite Investment Partners, LLC 3,640 9,200 104.46 5,560 148.56 65.47
New England Research & Management, Inc. 3,135 3,135 104.31 0 0.00
RWL - Invesco S&P 500 Revenue ETF 2,486 27,165 132.45 24,679 131.61 10.07
Arjuna Capital 1,403 46,236 104.42 44,833 148.64 3.13
Carolina Wealth Advisors, LLC 1,188 3,655 104.51 2,467 148.76 48.16
Beacon Investment Advisory Services, Inc. 943 6,740 104.45 5,797 148.70 16.27
Geneos Wealth Management Inc. 686 1,661 105.36 975 147.69 70.36
GPS Wealth Strategies Group, LLC 661 863 104.29 202 148.51 327.23
Hnp Capital Llc 591 2,016 104.17 1,425 148.77 41.47
Wedbush Securities Inc 580 2,849 104.25 2,269 148.52 25.56
Retirement Guys Formula Llc 536 4,056 104.54 3,520 148.58 15.23
Arkfeld Wealth Strategies, L.L.C. 456 6,892 108.97 6,436 157.24 7.09
Sumitomo Life Insurance Co 321 16,364 104.44 16,043 148.66 2.00
IMCVX - Voya Multi-Manager Mid Cap Value Fund Class I 271 3,615 132.50 3,344 131.58 8.10
Atwood & Palmer Inc 265 765 104.58 500 148.00 53.00
Hennion & Walsh Asset Management, Inc. 216 6,333 104.37 6,117 148.60 3.53
JGP Wealth Management, LLC 147 10,652 105.90 10,505 150.79 1.40
Alpha Cubed Investments, LLC 106 2,333 104.59 2,227 148.63 4.76
GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares 73 2,290 132.31 2,217 131.71 3.29
TCI Wealth Advisors, Inc. 69 2,125 104.47 2,056 148.83 3.36
Dorsey Wright & Associates 52 21,905 104.41 21,853 148.63 0.24
Mcdonald Partners Llc 35 5,544 104.44 5,509 148.67 0.64
SNS Financial Group, LLC 21 3,221 104.94 3,200 148.75 0.66
Accredited Investors Inc. 13 3,102 104.45 3,089 148.59 0.42
Sawtooth Solutions, LLC 8 3,191 104.36 3,183 148.60 0.25
Sandy Spring Bank 8 2,114 104.07 2,106 148.62 0.38
Means Investment Co., Inc. 2 9,432 104.43 9,430 148.67 0.02
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Commonwealth Equity Services, Llc 86,411 214,957 104.41 301,368 148.65 -28.67
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares 21,205 40,712 132.47 61,917 131.63 -34.25
SCHX - Schwab U.S. Large-Cap ETF 19,729 211,903 132.46 231,632 131.62 -8.52
FNDX - Schwab Fundamental U.S. Large Company Index ETF 12,139 151,639 132.46 163,778 131.62 -7.41
Patton Fund Management, Inc. 11,445 16,979 104.42 28,424 148.64 -40.27
Harel Insurance Investments & Financial Services Ltd. 10,431 15,069 104.39 25,500 148.67 -40.91
Pendal Group Ltd 9,151 5,494 104.48 14,645 148.65 -62.49
TARKX - Tarkio Fund 8,375 40,525 132.46 48,900 131.62 -17.13
Wealthfront Advisers Llc 8,219 29,185 104.40 37,404 148.65 -21.97
PRDAX - Diversified Real Asset Fund Class A 8,069 25,326 132.47 33,395 131.61 -24.16
NMIAX - Columbia Large Cap Enhanced Core Fund Class A 6,569 21,342 132.46 27,911 131.63 -23.54
Allspring Global Investments Holdings, LLC 6,370 288,309 104.40 294,679 148.65 -2.16
SCHB - Schwab U.S. Broad Market ETF 5,647 137,890 132.46 143,537 131.62 -3.93
First Personal Financial Services 4,732 73,649 104.41 78,381 148.65 -6.04
Umb Bank N A/mo 4,245 171,560 104.41 175,805 148.65 -2.41
SCHV - Schwab U.S. Large-Cap Value ETF 4,078 127,130 132.46 131,208 131.62 -3.11
MAI Capital Management 2,849 15,060 104.38 17,909 148.64 -15.91
Regions Financial Corp 2,217 26,291 104.41 28,508 148.66 -7.78
Monument Capital Management 1,989 37,284 104.41 39,273 148.65 -5.06
Front Street Capital Management, Inc. 1,490 148,972 104.41 150,462 148.65 -0.99
Central Bank & Trust Co 1,165 53,115 104.41 54,280 148.66 -2.15
Stratos Wealth Partners, LTD. 1,024 8,269 104.37 9,293 148.71 -11.02
IUS - Invesco RAFI(TM) Strategic US ETF 1,011 1,723 132.33 2,734 131.68 -36.98
Columbia Trust Co 01012016 858 2,446 104.66 3,304 165.25 -25.97
Security Financial Services, INC. 804 4,121 104.34 4,925 148.63 -16.32
FNDB - Schwab Fundamental U.S. Broad Market Index ETF 769 5,795 132.53 6,564 131.63 -11.72
New Mexico Educational Retirement Board 700 15,109 104.44 15,809 148.65 -4.43
J2 Capital Management Inc 686 2,204 104.36 2,890 148.79 -23.74
Measured Wealth Private Client Group, LLC 650 3,883 104.30 4,533 148.69 -14.34
NEIAX - Columbia Large Cap Index Fund Class A 646 25,823 132.48 26,469 131.63 -2.44
Capital Investment Advisory Services, LLC 596 10,238 104.41 10,834 148.61 -5.50
PBUS - Invesco PureBeta MSCI USA ETF 588 16,903 132.46 17,491 131.61 -3.36
PMSAX - Global Multi-Strategy Fund Class A 499 1,468 132.15 1,967 131.67 -25.37
Altium Wealth Management LLC 438 2,099 104.34 2,537 148.60 -17.26
Mitchell & Pahl Private Wealth, Llc 413 4,929 104.48 5,342 148.63 -7.73
Louisiana State Employees Retirement System 400 16,800 117.20 17,200 169.24 -2.33
Comerica Securities,inc. 384 3,194 104.88 3,578 149.25 -10.73
SCHK - Schwab 1000 Index ETF 341 14,963 132.46 15,304 131.60 -2.23
Security National Bank 299 2,943 104.32 3,242 148.67 -9.22
DLCFX - Destinations Large Cap Equity Fund Class I 262 1,969 132.55 2,231 131.78 -11.74
Institute for Wealth Management, LLC. 257 5,587 104.35 5,844 148.70 -4.40
Hartford Investment Management Co 198 25,396 104.43 25,594 148.67 -0.77
SPFIX - S&P 500 Index Fund Direct Shares 196 1,728 132.52 1,924 131.50 -10.19
Bank Julius Baer & Co. Ltd, Zurich 170 896 104.91 1,066 148.22 -15.95
Ellsworth Advisors, LLC 157 15,288 104.40 15,445 169.25 -1.02
Savant Capital, LLC 115 7,410 104.45 7,525 148.57 -1.53
Proffitt & Goodson Inc 108 4,449 104.52 4,557 148.56 -2.37
Bowling Portfolio Management LLC 102 22,048 104.41 22,150 148.67 -0.46
Monarch Capital Management Inc/ 100 3,927 104.41 4,027 148.75 -2.48
Griffin Asset Management, Inc. 50 1,960 104.59 2,010 148.76 -2.49
Trust Co Of Vermont 50 3,682 104.29 3,732 148.71 -1.34
Spire Wealth Management 47 5,262 104.33 5,309 148.62 -0.89
Bogart Wealth, LLC 47 11 90.91 58 155.17 -81.03
Washington Trust Advisors, Inc. 29 107 102.80 136 147.06 -21.32
Welch Group, LLC 16 2,292 104.28 2,308 148.61 -0.69
Conning Inc. 12 2,912 104.40 2,924 148.77 -0.41
Mv Capital Management, Inc. 11 87 103.45 98 153.06 -11.22
Beacon Financial Advisory LLC 8 7,062 104.36 7,070 148.66 -0.11
Purus Wealth Management, LLC 3 3,093 104.43 3,096 148.58 -0.10
SBQAX - AmericaFirst Large Cap Share Buyback Fund Class A 1 655 103.82 656 149.39 -0.15
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Blodgett Wealth Advisors, Llc 1,300
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