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 645 13.00 13.56 13.29
Previous Quarter 670 40.00 13.57 13.64

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 11 162 120 7 48 54
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 0 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 0 0 0 1 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 4 8 56 3 22 23
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
Bank Of America Corp /de/ 57,700,483 13.57
Wells Fargo & Company/mn 22,064,535 13.57
OWCIX - Old Westbury Credit Income Fund 15,403,309 12.47
Morgan Stanley 14,101,715 13.57
Royal Bank Of Canada 10,650,264 13.57
Ameriprise Financial Inc 8,357,233 13.51
LPL Financial LLC 7,581,303 13.57
UBS Group AG 6,061,746 13.57
Bank Of Montreal /can/ 4,694,121 13.49
Advisory Alpha, LLC 3,023,688 12.34
Allworth Financial LP 2,062,675 12.34
Advisor Group Holdings, Inc. 2,020,248 13.19
First Trust Advisors Lp 1,632,184 13.57
Commonwealth Equity Services, Llc 1,495,220 12.34
Envestnet Asset Management Inc 1,490,226 13.57
AIHAX - Horizon Active Income Fund Advisor Class 1,458,618 14.65
FPE - First Trust Preferred Securities and Income ETF 1,430,420 12.47
Mml Investors Services, Llc 1,414,601 13.57
Raymond James Financial Services Advisors, Inc. 1,303,622 13.57
Kcm Investment Advisors Llc 1,267,678 13.57

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
Bank Of America Corp /de/ 57,700,483 13.57
Wells Fargo & Company/mn 22,064,535 13.57
Morgan Stanley 14,101,715 13.57
OWCIX - Old Westbury Credit Income Fund 13,510,223 14.35
Royal Bank Of Canada 10,650,264 13.57
Ameriprise Financial Inc 8,357,233 13.51
LPL Financial LLC 7,581,303 13.57
UBS Group AG 6,061,746 13.57
Bank Of Montreal /can/ 4,694,121 13.49
Advisory Alpha, LLC 3,035,197 13.57
Advisor Group Holdings, Inc. 2,020,248 13.19
Allworth Financial LP 1,857,959 13.57
First Trust Advisors Lp 1,632,184 13.57
Commonwealth Equity Services, Llc 1,514,884 13.57
Envestnet Asset Management Inc 1,490,226 13.57
AIHAX - Horizon Active Income Fund Advisor Class 1,458,618 14.65
Mml Investors Services, Llc 1,414,601 13.57
Raymond James Financial Services Advisors, Inc. 1,303,622 13.57
Kcm Investment Advisors Llc 1,267,678 13.57
Iowa State Bank 1,198,637 13.57

 

Recent Quarter Analysis

Name Shares PPS
Joule Financial, LLC 668,820 12.34
Centric Wealth Management 146,033 12.34
Vigilare Wealth Management 87,000 12.34
Antonetti Capital Management LLC 65,803 13.57
HB Wealth Management, LLC 52,116 12.34
Qp Wealth Management, Llc 34,500 12.35
Retireful, LLC 21,794 12.34
Aletheian Wealth Advisors LLC 18,797 12.34
Collective Family Office Llc 10,000 12.30
Adirondack Trust Co 350 11.43
Urban Wealth Management, LLC 0
Name Shares PPS
Old Dominion Capital Management Inc 733,354 15.03
IFP Advisors, Inc 642,612 15.07
Mv Capital Management, Inc. 426,960 13.57
Magnolia Wealth Management, LLC 201,672 13.82
Valicenti Advisory Services Inc 165,197 13.57
Diversified, LLC 114,125 13.56
ACTIX - Advisors Capital Tactical Fixed Income Fund 104,140 15.03
Paladin Advisory Group, LLC 96,318 13.48
New Potomac Partners, LLC 85,785 13.57
Innova Wealth Partners 81,314 13.56
Antonetti Capital Management LLC 65,803 13.57
Mid Atlantic Financial Management Inc/adv 64,114 19.64
Ameritas Investment Corp 49,933 0.02
Sterling Investment Counsel, LLC 27,938 13.57
Lantz Financial LLC 25,878 14.99
Flagship Harbor Advisors, Llc 21,674 13.56
Intelligence Driven Advisers, LLC 17,471 14.82
Cim, Llc 17,225 12.95
Marquette Asset Management, LLC 15,675 13.59
Dearborn Partners Llc 13,895 13.60
Heritage Wealth Management, Llc 13,000 15.00
Ledge Wealth Management, Inc. 12,908 13.56
Paradigm, Strategies in Wealth Management, LLC 10,810 13.60
Carroll Financial Associates, Inc. 4,451 14.83
Investmark Advisory Group LLC 1,699 14.71
Herold Advisors, Inc. 1,328 13569.28
Future Financial Wealth Managment LLC 1,000 14.00
Rosenberg Matthew Hamilton 129 15.50
AIIFX - Timber Point Alternative Income Fund Institutional Class Shares
Cohen Klingenstein LLC
Pennsylvania Capital Management Inc /adv
Summit X, LLC
Fundamentun, Llc
Avalon Advisors, Llc
Wealthstar Advisors, Llc
Paradigm Financial Partners, Llc
RHS Financial, LLC
Barrett Asset Management, LLC
Financial Advocates Investment Management
Appleton Group, Llc
Deutsche Bank Ag\
Strategic Blueprint, LLC
Ironwood Financial, llc
SBK Financial, Inc.
Founders Financial Securities Llc
Wealthsource Partners, Llc
Continuum Advisory, LLC
Redhawk Wealth Advisors, Inc.
NSI Retail Advisors, LLC
Brinker Capital Investments, LLC
Klingenstein Fields & Co Lp
Wealthcare Advisory Partners LLC
Barclays Plc
Barnett & Company, Inc.
JSF Financial, LLC
Mid-American Wealth Advisory Group, Inc.
BlackRock Inc.
Benjamin Edwards Inc
Advisors Asset Management, Inc.
David J Yvars Group
Jacobi Capital Management LLC
55i, Llc
SevenBridge Financial Group, LLC
Tranquilli Financial Advisor LLC
Buffington Mohr McNeal
Assetmark, Inc
Quantitative Advantage, LLC
Firethorn Wealth Partners, Llc
HighMark Wealth Management LLC
Fayez Sarofim & Co
King Luther Capital Management Corp
KC Investment Advisors, LLC
Hedeker Wealth, LLC
Bluefin Capital Management, Llc
Wealthgate Family Office, LLC
Greytown Advisors Inc.
Eaton Vance Management
Inscription Capital, LLC
JJJ Advisors Inc.
Lakeview Capital Partners, LLC
Godsey & Gibb Associates
Bessemer Group Inc
Greenwood Capital Associates Llc
Clark Capital Management Group, Inc.
Comprehensive Financial Consultants Institutional, Inc.
Pettinga Financial Advisors, LLC
Manchester Capital Management LLC
First Merchants Corp
We Are One Seven, LLC
Oak Family Advisors, Llc
Verition Fund Management LLC
Camarda Financial Advisors, LLC
Parallel Advisors, LLC
Advisors Management Group Inc /adv
Tempus Wealth Planning, LLC
Huntington National Bank
Tranquility Partners, LLC
Lgl Partners, Llc
Viridian Ria, Llc
First Horizon Advisors, Inc.
Retirement Group, LLC
Advisors Preferred, LLC
Enterprise Financial Services Corp
H&H Retirement Design & Management INC
Sterling Financial Planning, Inc.
Brookstone Capital Management
Creative Financial Designs Inc /adv
Total Clarity Wealth Management, Inc.
Enterprise Trust & Investment Co
Sowell Financial Services LLC
Colton Groome Financial Advisors, Llc
Salem Investment Counselors Inc
tru Independence LLC
Stokes Capital Advisors, LLC
Regal Investment Advisors LLC
Kowal Investment Group, LLC
Advisors Capital Management, LLC
Cypress Capital Management LLC (WY)
Royal Fund Management, LLC
Aptus Capital Advisors, LLC
Jones Financial Companies Lllp
StoneX Group Inc.
Richwood Investment Advisors, LLC
Horan Securities, Inc.
BDO Wealth Advisors, LLC
Old Second National Bank Of Aurora
Stony Point Wealth Management Inc.
Horizon Investments, LLC
Arkadios Wealth Advisors
Trinity Financial Advisors LLC
First Command Advisory Services, Inc.
Pacitti Group Inc.
Fifth Third Securities, Inc.
CoreCap Advisors, LLC
Cypress Wealth Services, LLC
Pinnacle Family Advisors, LLC
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Marcum Wealth, LLC
Ameritas Investment Partners, Inc.
Pfs Investments Inc.
Franklin Resources Inc
Essex Financial Services, Inc.
AllSquare Wealth Management LLC
Signet Financial Management, Llc
WT Wealth Management
Element Pointe Advisors, Llc
Wedmont Private Capital
First National Bank of South Miami
Harfst & Associates, Inc.
Clarity Financial LLC
Pacific Center for Financial Services
Roble, Belko & Company, Inc
Allegheny Financial Group LTD
Calton & Associates, Inc.
Econ Financial Services Corp
Meridian Wealth Management, LLC
Avidian Wealth Solutions, LLC
Operose Advisors LLC
Cornerstone Advisory, LLC
RPG Investment Advisory, LLC
Barber Financial Group, Inc.
Clear Perspectives Financial Planning, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
OWCIX - Old Westbury Credit Income Fund 15,403,309 12.47 13,510,223 14.35
Advisory Alpha, LLC 3,023,688 12.34 3,035,197 13.57
Allworth Financial LP 2,062,675 12.34 1,857,959 13.57
Commonwealth Equity Services, Llc 1,495,220 12.34 1,514,884 13.57
FPE - First Trust Preferred Securities and Income ETF 1,430,420 12.47 124,607 14.35
Covington Capital Management 1,057,725 12.34 1,071,735 13.57
Cambridge Investment Research Advisors, Inc. 1,039,116 12.34 1,033,029 13.57
Parkside Advisors LLC 897,217 12.34 884,044 13.57
Avantax Planning Partners, Inc. 815,734 12.34 530,110 13.57
PCLRX - PGIM INCOME BUILDER FUND Class R 734,588 12.47 620,588 14.35
Plimoth Trust Co Llc 725,224 12.34 731,915 13.57
McAdam, LLC 537,746 12.34 535,584 13.57
Reitz Capital Advisors LLC 479,241 12.34 393,031 13.57
Traverso Chambers Private Wealth Management, LLC 460,201 12.34 413,989 13.57
Private Advisor Group, LLC 453,912 12.34 531,655 13.57
Money Concepts Capital Corp 409,072 12.46 392,197 13.57
Tompkins Financial Corp 403,080 12.34 385,425 13.57
Truist Financial Corp 385,685 12.34 448,850 13.57
Golden Green, Inc. 358,864 12.34 360,646 13.57
Horizon Financial Services, Llc 346,409 12.34 352,761 13.57
Name Current Shares Current PPS Previous Shares Previous PPS
Global Retirement Partners, LLC 340,592 12.34 431,087 12.33
Aurora Private Wealth, Inc. 64,053 0.28 0
Lion Street Advisors, LLC 37,993 15.08 42,011 13.54
Worth Asset Management, LLC 31,851 12.34 42,761 12.18
Conestoga Capital Advisors, LLC 11,350 12.33 0
Carnegie Capital Asset Management, LLC 10,900 15.32 50,285 13.56
Gradient Investments LLC 450 13.33 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
OWCIX - Old Westbury Credit Income Fund 1,893,086 15,403,309 12.47 13,510,223 14.35 14.01
FPE - First Trust Preferred Securities and Income ETF 1,305,813 1,430,420 12.47 124,607 14.35 1047.95
Avantax Planning Partners, Inc. 285,624 815,734 12.34 530,110 13.57 53.88
Allworth Financial LP 204,716 2,062,675 12.34 1,857,959 13.57 11.02
PCLRX - PGIM INCOME BUILDER FUND Class R 114,000 734,588 12.47 620,588 14.35 18.37
Charles Schwab Trust Co 87,804 242,273 12.34 154,469 13.57 56.84
First Trust Intermediate Duration Preferred & Income Fund 87,011 120,493 12.47 33,482 14.34 259.87
Reitz Capital Advisors LLC 86,210 479,241 12.34 393,031 13.57 21.93
Aurora Private Wealth, Inc. 64,053 64,053 0.28 0 0.00
Independence Bank of Kentucky 57,925 107,360 12.34 49,435 13.57 117.17
Traverso Chambers Private Wealth Management, LLC 46,212 460,201 12.34 413,989 13.57 11.16
FPEAX - First Trust Preferred Securities and Income Fund Class A 45,652 50,734 12.48 5,082 14.36 898.31
TCI Wealth Advisors, Inc. 32,595 49,999 12.34 17,404 13.56 187.28
Bard Financial Services, Inc. 28,750 206,875 12.34 178,125 13.57 16.14
Geneos Wealth Management Inc. 27,348 173,643 12.46 146,295 13.57 18.69
Investors Research Corp 27,285 225,787 12.34 198,502 13.57 13.75
Transcend Wealth Collective, Llc 23,465 97,755 12.34 74,290 13.57 31.59
PGDIX - Global Diversified Income Fund Institutional Class 22,850 32,350 12.46 9,500 14.32 240.53
Tompkins Financial Corp 17,655 403,080 12.34 385,425 13.57 4.58
Money Concepts Capital Corp 16,875 409,072 12.46 392,197 13.57 4.30
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Dixon Hubard Feinour & Brown Inc/va 909,197 15,162 12.33 924,359 13.57 -98.36
Mv Capital Management, Inc. 426,950 10 426,960 13.57 -100.00
Atticus Wealth Management, Llc 157,444 245,682 12.34 403,126 13.57 -39.06
Prairiewood Capital, LLC 152,657 184,997 12.34 337,654 13.57 -45.21
Global Retirement Partners, LLC 90,495 340,592 12.34 431,087 12.33 -20.99
Private Advisor Group, LLC 77,743 453,912 12.34 531,655 13.57 -14.62
Stratos Wealth Partners, LTD. 70,781 77,526 12.34 148,307 13.57 -47.73
Truist Financial Corp 63,165 385,685 12.34 448,850 13.57 -14.07
Coastline Trust Co 59,125 123,270 12.34 182,395 13.57 -32.42
Simplicity Wealth,LLC 54,572 110,511 12.34 165,083 13.57 -33.06
Sequoia Financial Advisors, LLC 40,237 137,109 12.34 177,346 13.57 -22.69
First United Bank Trust/ 40,201 32,239 12.35 72,440 13.57 -55.50
Carnegie Capital Asset Management, LLC 39,385 10,900 15.32 50,285 13.56 -78.32
RVW Wealth, LLC 36,424 24,358 12.36 60,782 13.57 -59.93
Rockland Trust Co 27,969 60,185 12.35 88,154 13.57 -31.73
Spire Wealth Management 27,715 7,781 12.34 35,496 14.37 -78.08
Hartford Financial Management Inc. 27,631 148,208 12.34 175,839 13.57 -15.71
Sound Income Strategies, LLC 26,001 254,375 12.34 280,376 13.57 -9.27
Commonwealth Equity Services, Llc 19,664 1,495,220 12.34 1,514,884 13.57 -1.30
Butensky & Cohen Financial Security, Inc 14,444 157,620 12.34 172,064 13.57 -8.39
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 Percentage Decrease
Paladin Advisory Group, LLC 70,043 26,275 96,318 -72.72
Name

Past Week Analysis

Name Shares PPS
Joule Financial, LLC 668,820 12.34
Retireful, LLC 21,794 12.34
Collective Family Office Llc 10,000 12.30
Urban Wealth Management, LLC 0
Name Shares PPS
Dearborn Partners Llc 13,895 13.60
Magnolia Wealth Management, LLC 201,672 13.82
Mv Capital Management, Inc. 426,960 13.57
Diversified, LLC 114,125 13.56
Sterling Investment Counsel, LLC 27,938 13.57
Ledge Wealth Management, Inc. 12,908 13.56
Valicenti Advisory Services Inc 165,197 13.57
Paradigm, Strategies in Wealth Management, LLC 10,810 13.60
Name Current Shares Current PPS Previous Shares Previous PPS
Commonwealth Equity Services, Llc 1,495,220 12.34 1,514,884 13.57
Avantax Planning Partners, Inc. 815,734 12.34 530,110 13.57
Reitz Capital Advisors LLC 479,241 12.34 393,031 13.57
Money Concepts Capital Corp 409,072 12.46 392,197 13.57
Truist Financial Corp 385,685 12.34 448,850 13.57
Horizon Financial Services, Llc 346,409 12.34 352,761 13.57
First Hawaiian Bank 290,992 12.34 284,709 13.57
Charles Schwab Trust Co 242,273 12.34 154,469 13.57
Investors Research Corp 225,787 12.34 198,502 13.57
Clearwater Capital Advisors, LLC 211,451 12.34 208,425 13.57
Geneos Wealth Management Inc. 173,643 12.46 146,295 13.57
Hartford Financial Management Inc. 148,208 12.34 175,839 13.57
Sequoia Financial Advisors, LLC 137,109 12.34 177,346 13.57
Coastline Trust Co 123,270 12.34 182,395 13.57
KG&L Capital Management,LLC 110,740 12.34 106,439 13.57
Simplicity Wealth,LLC 110,511 12.34 165,083 13.57
Shulman DeMeo Asset Management LLC 108,698 12.34 108,960 13.57
Edge Wealth Management LLC 107,569 12.34 116,864 13.57
Householder Group Estate & Retirement Specialist, LLC 92,121 12.34 100,622 13.57
Stratos Wealth Partners, LTD. 77,526 12.34 148,307 13.57
Shufro Rose & Co Llc 68,768 12.35 67,464 13.56
Field & Main Bank 68,486 12.34 64,566 13.57
Capital Investment Advisory Services, LLC 51,255 12.33 46,685 13.58
Paragon Private Wealth Management, LLC 50,322 12.34 50,322 12.80
TCI Wealth Advisors, Inc. 49,999 12.34 17,404 13.56
Claraphi Advisory Network, LLC 46,523 12.34 40,900 13.57
Stone Point Wealth LLC 40,976 12.32 36,737 13.39
Argus Investors' Counsel, Inc. 40,020 12.34 39,920 13.58
Kaizen Financial Strategies 39,995 12.35 41,740 13.56
First United Bank Trust/ 32,239 12.35 72,440 13.57
Milestone Advisory Partners 27,590 12.47 27,590 13.56
Western Wealth Management, LLC 24,844 12.32 33,076 13.54
Providence First Trust Co 23,324 12.35 23,324 13.59
Signature Securities Group Corporation 22,781 12.33 20,421 13.56
Brandywine Oak Private Wealth Llc 20,810 12.30 20,810 13.55
North Star Investment Management Corp. 20,253 12.34 20,107 13.58
Round Table Services, LLC 19,625 12.33 19,625 13.55
Wedbush Securities Inc 19,230 12.32 20,123 13.57
Lockerman Financial Group, Inc. 17,940 12.32 17,940 13.55
Autus Asset Management, LLC 17,537 12.37 26,099 13.56
Matthew Goff Investment Advisor, LLC 15,262 12.32 15,262 13.56
Dixon Hubard Feinour & Brown Inc/va 15,162 12.33 924,359 13.57
Amplius Wealth Advisors, LLC 15,000 12.33 15,000 13.53
Weaver Consulting Group 14,948 12.31 14,948 13.58
Good Life Advisors, LLC 14,487 12.36 19,334 13.55
CRA Financial Services, LLC 10,499 12.38 10,499 13.53
Essex Savings Bank 10,129 12.34 10,067 13.61
GPS Wealth Strategies Group, LLC 9,801 12.35 9,801 13.57
Spire Wealth Management 7,781 12.34 35,496 14.37
Umb Bank N A/mo 4,673 12.41 4,673 13.48
JTC Employer Solutions Trusteee Ltd 3,617 12.44 7,234 13.55
Baldwin Brothers Inc/ma 1,767 12.45 1,767 13.58
Win Advisors, Inc 1,006 12.92 2,516 13.51
Founders Capital Management 520 11.54 520 15.38
Sandy Spring Bank 368 13.59 72 13.89
Mv Capital Management, Inc. 10 426,960 13.57
Name Current Shares Current PPS Previous Shares Previous PPS
Aurora Private Wealth, Inc. 64,053 0.28 0
Lion Street Advisors, LLC 37,993 15.08 42,011 13.54
Conestoga Capital Advisors, LLC 11,350 12.33 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Avantax Planning Partners, Inc. 285,624 815,734 12.34 530,110 13.57 53.88
Charles Schwab Trust Co 87,804 242,273 12.34 154,469 13.57 56.84
Reitz Capital Advisors LLC 86,210 479,241 12.34 393,031 13.57 21.93
Aurora Private Wealth, Inc. 64,053 64,053 0.28 0 0.00
TCI Wealth Advisors, Inc. 32,595 49,999 12.34 17,404 13.56 187.28
Geneos Wealth Management Inc. 27,348 173,643 12.46 146,295 13.57 18.69
Investors Research Corp 27,285 225,787 12.34 198,502 13.57 13.75
Money Concepts Capital Corp 16,875 409,072 12.46 392,197 13.57 4.30
Conestoga Capital Advisors, LLC 11,350 11,350 12.33 0 0.00
First Hawaiian Bank 6,283 290,992 12.34 284,709 13.57 2.21
Claraphi Advisory Network, LLC 5,623 46,523 12.34 40,900 13.57 13.75
Capital Investment Advisory Services, LLC 4,570 51,255 12.33 46,685 13.58 9.79
KG&L Capital Management,LLC 4,301 110,740 12.34 106,439 13.57 4.04
Stone Point Wealth LLC 4,239 40,976 12.32 36,737 13.39 11.54
Field & Main Bank 3,920 68,486 12.34 64,566 13.57 6.07
Clearwater Capital Advisors, LLC 3,026 211,451 12.34 208,425 13.57 1.45
Signature Securities Group Corporation 2,360 22,781 12.33 20,421 13.56 11.56
Shufro Rose & Co Llc 1,304 68,768 12.35 67,464 13.56 1.93
Sandy Spring Bank 296 368 13.59 72 13.89 411.11
North Star Investment Management Corp. 146 20,253 12.34 20,107 13.58 0.73
Argus Investors' Counsel, Inc. 100 40,020 12.34 39,920 13.58 0.25
Essex Savings Bank 62 10,129 12.34 10,067 13.61 0.62
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Dixon Hubard Feinour & Brown Inc/va 909,197 15,162 12.33 924,359 13.57 -98.36
Mv Capital Management, Inc. 426,950 10 426,960 13.57 -100.00
Stratos Wealth Partners, LTD. 70,781 77,526 12.34 148,307 13.57 -47.73
Truist Financial Corp 63,165 385,685 12.34 448,850 13.57 -14.07
Coastline Trust Co 59,125 123,270 12.34 182,395 13.57 -32.42
Simplicity Wealth,LLC 54,572 110,511 12.34 165,083 13.57 -33.06
Sequoia Financial Advisors, LLC 40,237 137,109 12.34 177,346 13.57 -22.69
First United Bank Trust/ 40,201 32,239 12.35 72,440 13.57 -55.50
Spire Wealth Management 27,715 7,781 12.34 35,496 14.37 -78.08
Hartford Financial Management Inc. 27,631 148,208 12.34 175,839 13.57 -15.71
Commonwealth Equity Services, Llc 19,664 1,495,220 12.34 1,514,884 13.57 -1.30
Edge Wealth Management LLC 9,295 107,569 12.34 116,864 13.57 -7.95
Autus Asset Management, LLC 8,562 17,537 12.37 26,099 13.56 -32.81
Householder Group Estate & Retirement Specialist, LLC 8,501 92,121 12.34 100,622 13.57 -8.45
Western Wealth Management, LLC 8,232 24,844 12.32 33,076 13.54 -24.89
Horizon Financial Services, Llc 6,352 346,409 12.34 352,761 13.57 -1.80
Good Life Advisors, LLC 4,847 14,487 12.36 19,334 13.55 -25.07
Lion Street Advisors, LLC 4,018 37,993 15.08 42,011 13.54 -9.56
JTC Employer Solutions Trusteee Ltd 3,617 3,617 12.44 7,234 13.55 -50.00
Kaizen Financial Strategies 1,745 39,995 12.35 41,740 13.56 -4.18
Win Advisors, Inc 1,510 1,006 12.92 2,516 13.51 -60.02
Wedbush Securities Inc 893 19,230 12.32 20,123 13.57 -4.44
Shulman DeMeo Asset Management LLC 262 108,698 12.34 108,960 13.57 -0.24
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