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 | 1,053 | NaN | 0.00 | 82.73 |
| Previous Quarter | 1,119 | NaN | 0.00 | 83.67 |
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 | 15 | 206 | 235 | 4 | 108 | 109 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 0 | 0 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Current Quarter | 0 | 0 | 0 | 0 | 0 | 0 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 9 | 19 | 119 | 3 | 54 | 57 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Past Week | 0 | 0 | 0 | 0 | 0 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Past Week | 0 | 0 | 0 | 0 | 0 | 0 |
BlackRock and Vanguard are the two largest institutional investors in the world. The table below is an indicator of how much of the company stock they own.
| BlackRock | Vanguard | |||||
|---|---|---|---|---|---|---|
| Quarter | Shares | % Ownership | PPS | Shares | % Ownership | PPS |
| Current Quarter | 18,704 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
| Previous Quarter | 18,704 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|---|---|
| Charles Schwab Investment Advisory, Inc. | 93,500,710 | 47.36 |
| Bank Of America Corp /de/ | 16,140,275 | 47.36 |
| Personal Capital Advisors Corp | 9,005,874 | 47.36 |
| Sei Investments Co | 7,445,818 | 47.35 |
| Charles Schwab Investment Management Inc | 6,678,870 | 47.36 |
| CFS Investment Advisory Services, LLC | 5,417,416 | 0.02 |
| Financial Engines Advisors L.L.C. | 3,252,015 | 47.36 |
| Wealth Enhancement Advisory Services, Llc | 2,928,089 | 40.24 |
| Envestnet Asset Management Inc | 2,558,431 | 47.36 |
| Mercer Global Advisors Inc /adv | 2,138,864 | 47.36 |
| Advisor Group Holdings, Inc. | 2,005,469 | 40.41 |
| HighTower Advisors, LLC | 1,598,116 | 47.32 |
| Advisory Alpha, LLC | 1,497,195 | 38.99 |
| Savant Capital, LLC | 1,433,196 | 38.99 |
| Mariner, LLC | 1,352,798 | 47.36 |
| Marcum Wealth, LLC | 1,301,890 | 38.99 |
| Aj Wealth Strategies, Llc | 1,293,587 | 47.36 |
| Creative Planning | 1,266,115 | 47.36 |
| UBS Group AG | 1,259,751 | 47.36 |
| Captrust Financial Advisors | 1,098,680 | 47.36 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Charles Schwab Investment Advisory, Inc. | 93,500,710 | 47.36 |
| Bank Of America Corp /de/ | 16,140,275 | 47.36 |
| Personal Capital Advisors Corp | 9,005,874 | 47.36 |
| Sei Investments Co | 7,445,818 | 47.35 |
| Charles Schwab Investment Management Inc | 6,678,870 | 47.36 |
| CFS Investment Advisory Services, LLC | 5,417,416 | 0.02 |
| Financial Engines Advisors L.L.C. | 3,252,015 | 47.36 |
| Envestnet Asset Management Inc | 2,558,431 | 47.36 |
| Wealth Enhancement Advisory Services, Llc | 2,557,951 | 47.99 |
| Mercer Global Advisors Inc /adv | 2,138,864 | 47.36 |
| Advisor Group Holdings, Inc. | 2,005,469 | 40.41 |
| HighTower Advisors, LLC | 1,598,116 | 47.32 |
| Advisory Alpha, LLC | 1,409,607 | 47.36 |
| Mariner, LLC | 1,352,798 | 47.36 |
| Aj Wealth Strategies, Llc | 1,293,587 | 47.36 |
| Creative Planning | 1,266,115 | 47.36 |
| UBS Group AG | 1,259,751 | 47.36 |
| Savant Capital, LLC | 1,236,047 | 47.36 |
| Marcum Wealth, LLC | 1,187,645 | 47.36 |
| Captrust Financial Advisors | 1,098,680 | 47.36 |
| Name | Shares | PPS |
|---|---|---|
| Oak Asset Management, LLC | 138,958 | 38.99 |
| Joule Financial, LLC | 125,810 | 38.99 |
| Procyon Private Wealth Partners, LLC | 40,773 | 39.00 |
| Stillwater Investment Management, LLC | 18,914 | 38.97 |
| Intelligence Driven Advisers, LLC | 17,520 | 39.33 |
| Bell Rock Capital Llc | 9,444 | 38.97 |
| Waypoint Capital Advisors, LLC | 7,692 | 39.00 |
| Worth Asset Management, LLC | 1,524 | 38.71 |
| Heritage Financial Services, LLC | 1,460 | 38.36 |
| Founders Capital Management | 756 | 38.36 |
| Charter Oak Capital Management, LLC | 245 | 40.82 |
| Morton Brown Family Wealth, LLC | 98 | 40.82 |
| M&r Capital Management Inc | 39 | 25.64 |
| American Research & Management Co. | 32 | 31.25 |
| Cordasco Financial Network | 30 | 33.33 |
| Name | Shares | PPS |
|---|---|---|
| Filbrandt Wealth Management, LLC | 365,523 | 100.10 |
| First Mercantile Trust Co | 351,572 | 100.10 |
| Pacific Edge Advisors, LLC | 151,675 | 100.10 |
| Asset Dedication, LLC | 150,852 | 47.42 |
| Capital Planning LLC | 147,627 | 47.36 |
| Emery Howard Portfolio Management, Inc. | 127,193 | 102.40 |
| B&D White Capital Company, LLC | 71,802 | 47.35 |
| Vivid Financial Management, Inc. | 70,028 | 102.40 |
| Security Financial Services, INC. | 41,679 | 47.36 |
| Spectrum Planning & Advisory Services Inc. | 40,353 | 47.36 |
| Qci Asset Management Inc/ny | 38,481 | 100.10 |
| Homrich & Berg | 36,166 | 100.09 |
| Newport Wealth Strategies, Inc. | 34,673 | 100.11 |
| Flagship Harbor Advisors, Llc | 24,447 | 47.37 |
| Susquehanna International Group, Llp | 23,700 | 47.34 |
| IFP Advisors, Inc | 22,570 | 103.06 |
| Investment Security Group Inc /co/ /adv | 22,430 | 100.09 |
| Teamwork Financial Advisors, LLC | 21,234 | 47.38 |
| Astoria Strategic Wealth, Inc. | 20,165 | 47.36 |
| TCHDX - Transamerica ClearTrack 2035 R6 | 18,150 | 104.57 |
| Citadel Advisors Llc | 17,600 | 47.39 |
| TCRTX - Transamerica ClearTrack 2040 R1 | 17,430 | 104.53 |
| Harborview Advisors, LLC | 15,660 | 100.13 |
| TDFTX - Transamerica ClearTrack 2030 R1 | 15,374 | 104.59 |
| Reitz Capital Advisors LLC | 14,183 | 47.38 |
| Managed Account Services Inc | 13,027 | 100.10 |
| TCPTX - Transamerica ClearTrack 2045 R1 | 12,984 | 104.59 |
| TDITX - Transamerica ClearTrack 2025 R1 | 12,872 | 104.57 |
| TRNTX - Transamerica ClearTrack 2050 R1 | 11,808 | 104.59 |
| Mayflower Financial Advisors, LLC | 10,990 | 47.32 |
| Heritage Way Advisors, LLC | 10,747 | 102.35 |
| Ameritas Investment Corp | 10,342 | 0.10 |
| Cascadia Advisory Services, LLC | 9,684 | 100.06 |
| Calton & Associates, Inc. | 8,847 | 47.25 |
| Secure Asset Management, LLC | 8,573 | 47.36 |
| Ledge Wealth Management, Inc. | 8,412 | 47.31 |
| Carlson Capital Management | 8,350 | 47.31 |
| TCITX - Transamerica ClearTrack Retirement Income R1 | 8,140 | 104.55 |
| Retirement Planning Group | 7,830 | 47.38 |
| TCHTX - Transamerica ClearTrack 2020 R1 | 7,155 | 104.54 |
| Heritage Wealth Management, Llc | 7,092 | 100.11 |
| Brouwer & Janachowski, LLC | 6,764 | 100.09 |
| Capital CS Group, LLC | 6,370 | 47.41 |
| RHS Financial, LLC | 6,166 | 47.36 |
| TCFTX - Transamerica ClearTrack 2015 R1 | 6,131 | 104.55 |
| Cooper Financial Group | 6,001 | 47.33 |
| Brio Consultants, LLC | 5,051 | 47.32 |
| SOL Capital Management CO | 5,010 | 47.31 |
| Western Financial Corporation | 4,982 | 47.37 |
| Brinker Capital Investments, LLC | 4,528 | 47.26 |
| Altium Wealth Management LLC | 4,442 | 47.28 |
| Financial Management Network Inc | 4,412 | 48.05 |
| Patten Group, Inc. | 4,358 | 47.27 |
| Kwmg, Llc | 4,332 | 47.32 |
| Carmel Capital Management L.L.C. | 4,300 | 47.44 |
| Landsberg, Bennett, & Dubbaneh LLC | 4,115 | 101.82 |
| Cubic Asset Management, LLC | 3,650 | 61.37 |
| Pineno Levin & Ford Asset Management, Inc. | 3,028 | 102.38 |
| PDS Planning, Inc | 1,468 | 47.68 |
| American National Bank | 864 | 47.45 |
| Venturi Wealth Management, LLC | 571 | 99.82 |
| McCarthy Asset Management, Inc. | 519 | 48.17 |
| Carroll Financial Associates, Inc. | 511 | 101.76 |
| Savior LLC | 506 | 47.43 |
| Wealth Quarterback LLC | 454 | |
| Berman Capital Advisors, LLC | 428 | 98.13 |
| Elm Partners Management LLC | 410 | 46.34 |
| TCTOX - Transamerica ClearTrack 2055 Class R1 | 357 | 103.64 |
| Sonora Investment Management, LLC | 341 | 99.71 |
| TCSOX - Transamerica ClearTrack 2060 Class R1 | 331 | 105.74 |
| Prentice Wealth Management LLC | 159 | 100.63 |
| Herold Advisors, Inc. | 138 | 47355.07 |
| Red Door Wealth Management, LLC | ||
| Wealthstreet Investment Advisors, LLC | ||
| Goodwin Investment Advisory | ||
| Centennial Wealth Advisory LLC | ||
| Arjuna Capital | ||
| Praetorian Wealth Management, Inc. | ||
| Marino, Stram & Associates Llc | ||
| Atlas Private Wealth Advisors | ||
| CX Institutional | ||
| Ckw Financial Group | ||
| Allegheny Financial Group LTD | ||
| Arkadios Wealth Advisors | ||
| Toth Financial Advisory Corp | ||
| Castleview Partners, Llc | ||
| Manchester Financial Inc | ||
| Exencial Wealth Advisors, Llc | ||
| Cassady Schiller Wealth Management, LLC | ||
| Sawgrass Asset Management Llc | ||
| Rinkey Investments | ||
| Change Path, LLC | ||
| Fulcrum Capital LLC | ||
| Nomura Asset Management Co Ltd | ||
| Annex Advisory Services, LLC | ||
| Running Point Capital Advisors, LLC | ||
| Foster Victor Wealth Advisors, LLC | ||
| Northstar Advisory Group, LLC | ||
| Claybrook Capital, LLC | ||
| MONECO Advisors, LLC | ||
| Tfo-tdc, Llc | ||
| Stonebridge Financial Planning Group, LLC | ||
| Spence Asset Management | ||
| Mirador Capital Partners LP | ||
| Seascape Capital Management | ||
| Modera Wealth Management, LLC | ||
| Novare Capital Management Llc | ||
| Slow Capital, Inc. | ||
| Fort Pitt Capital Group, Llc | ||
| Liberty Wealth Management Llc | ||
| Financial Services Advisory Inc | ||
| Huntington National Bank | ||
| Ciovacco Capital Management LLC | ||
| Genesee Capital Advisors, LLC | ||
| Capital Investment Advisors, LLC | ||
| Resolute Advisors LLC | ||
| Cascade Investment Advisors, Inc. | ||
| PFG Advisors | ||
| Ground Swell Capital, LLC | ||
| Simplex Trading, Llc | ||
| PEAK6 Investments LLC | ||
| IFG Advisory, LLC | ||
| Y-Intercept (Hong Kong) Ltd | ||
| D'Orazio & Associates, Inc. | ||
| Linscomb & Williams, Inc. | ||
| Versant Capital Management, Inc | ||
| Guidance Point Advisors, LLC | ||
| Crown Wealth Group, LLC | ||
| Berkshire Asset Management Llc/pa | ||
| Paradigm Financial Partners, Llc | ||
| M&t Bank Corp | ||
| Janney Montgomery Scott LLC | ||
| Jacobi Capital Management LLC | ||
| Taylor, Cottrill, Erickson & Associates, Inc. | ||
| Ccg Wealth Management, Llc | ||
| Fieldpoint Private Securities, LLC | ||
| Gryphon Financial Partners LLC | ||
| RGT Wealth Advisors, LLC | ||
| Main Street Research LLC | ||
| Barnett & Company, Inc. | ||
| Redmont Wealth Advisors Llc | ||
| Fifth Third Securities, Inc. | ||
| IFS Advisors, LLC | ||
| Balentine LLC | ||
| Advisor Resource Council | ||
| Beacon Wealthcare LLC | ||
| Qube Research & Technologies Ltd | ||
| Comprehensive Financial Consultants Institutional, Inc. | ||
| Johnson Financial Group, LLC | ||
| Mv Capital Management, Inc. | ||
| Atlas Private Wealth Management | ||
| TD Capital Management LLC | ||
| Widmann Financial Services, Inc. | ||
| SignalPoint Asset Management, LLC | ||
| Wetherby Asset Management Inc | ||
| Flagship Private Wealth, LLC | ||
| Ledyard National Bank | ||
| SevenBridge Financial Group, LLC | ||
| Vigilant Capital Management, LLC | ||
| Shore Point Advisors, LLC | ||
| Capstone Financial Advisors, Inc. | ||
| Gerber Kawasaki Wealth & Investment Management | ||
| People's United Financial, Inc. | ||
| Merriman Wealth Management, LLC | ||
| Krs Capital Management, Llc | ||
| Pinnacle Wealth Management, LLC | ||
| Kalos Management, Inc. | ||
| Coastal Capital Group, Inc. | ||
| Johnson Bixby & Associates, LLC | ||
| Soundmark Wealth Management, Llc | ||
| Danda Trouve Investment Management, Inc. | ||
| Transcend Wealth Collective, Llc | ||
| StoneX Group Inc. | ||
| Choate Investment Advisors | ||
| Cohen Klingenstein LLC | ||
| Almanack Investment Partners, LLC. | ||
| Piershale Financial Group, Inc. | ||
| Kcm Investment Advisors Llc | ||
| Hoey Investments, Inc | ||
| Retirement Guys Formula Llc | ||
| Insight Wealth Strategies, LLC | ||
| Glassman Wealth Services | ||
| Blackhawk Capital Partners LLC. | ||
| Cutter & CO Brokerage, Inc. | ||
| Palouse Capital Management, Inc. | ||
| Delta Asset Management Llc/tn | ||
| Frontier Wealth Management LLC | ||
| Iron Horse Wealth Management, LLC | ||
| Cypress Point Wealth Management, LLC | ||
| Cypress Capital Management LLC (WY) | ||
| Ahrens Investment Partners LLC | ||
| Eidelman Virant Capital | ||
| Staley Capital Advisers Inc | ||
| Options Solutions, Llc | ||
| Pacific Center for Financial Services | ||
| Dixon Hughes Goodman Wealth Advisors LLC | ||
| Fagan Associates, Inc. | ||
| Signet Financial Management, Llc | ||
| Snowden Capital Advisors LLC | ||
| IAM Advisory, LLC | ||
| Arcus Capital Partners, LLC | ||
| Ami Investment Management Inc | ||
| GPM Growth Investors, Inc. | ||
| RFG Advisory, LLC | ||
| PRW Wealth Management LLC | ||
| Key FInancial Inc |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services, Llc | 2,928,089 | 40.24 | 2,557,951 | 47.99 |
| Advisory Alpha, LLC | 1,497,195 | 38.99 | 1,409,607 | 47.36 |
| Savant Capital, LLC | 1,433,196 | 38.99 | 1,236,047 | 47.36 |
| Marcum Wealth, LLC | 1,301,890 | 38.99 | 1,187,645 | 47.36 |
| Gemmer Asset Management LLC | 960,119 | 38.99 | 923,824 | 47.36 |
| Legacy Wealth Management, Inc | 566,208 | 38.99 | 551,126 | 47.36 |
| BerganKDV Wealth Management, LLC | 521,275 | 38.99 | 503,916 | 47.36 |
| Orgel Wealth Management, LLC | 316,652 | 38.99 | 344,923 | 47.36 |
| Cambridge Investment Research Advisors, Inc. | 291,673 | 38.99 | 311,404 | 47.36 |
| First National Corp /ma/ /adv | 274,369 | 38.99 | 270,512 | 47.36 |
| Revolve Wealth Partners, LLC | 270,575 | 38.99 | 257,270 | 47.36 |
| Sequoia Financial Advisors, LLC | 268,766 | 38.99 | 287,598 | 47.36 |
| Truist Financial Corp | 258,163 | 38.99 | 282,463 | 47.36 |
| Clearwater Capital Advisors, LLC | 251,828 | 38.99 | 259,512 | 47.36 |
| Kohmann Bosshard Financial Services, LLC | 203,483 | 38.99 | 307,500 | 47.36 |
| Appleton Partners Inc/ma | 188,223 | 38.99 | 184,842 | 47.36 |
| Marquette Asset Management, LLC | 176,502 | 38.99 | 195,534 | 47.36 |
| Lutz Financial Services LLC | 165,508 | 38.99 | 123,272 | 47.36 |
| Commonwealth Equity Services, Llc | 164,886 | 38.98 | 162,558 | 47.36 |
| HB Wealth Management, LLC | 162,808 | 38.99 | 73,910 | 47.35 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Carnegie Capital Asset Management, LLC | 5,368 | 104.14 | 10,138 | 47.35 |
| Trust Co Of Vermont | 601 | 38.27 | 0 | |
| JNBA Financial Advisors | 42 | 47.62 | 0 | |
| Hexagon Capital Partners LLC | 18 | 55.56 | 0 |
| 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 |
|---|
| Name |
|---|
| Name | Shares | PPS |
|---|---|---|
| Joule Financial, LLC | 125,810 | 38.99 |
| Intelligence Driven Advisers, LLC | 17,520 | 39.33 |
| Bell Rock Capital Llc | 9,444 | 38.97 |
| Waypoint Capital Advisors, LLC | 7,692 | 39.00 |
| Heritage Financial Services, LLC | 1,460 | 38.36 |
| Founders Capital Management | 756 | 38.36 |
| Charter Oak Capital Management, LLC | 245 | 40.82 |
| Morton Brown Family Wealth, LLC | 98 | 40.82 |
| American Research & Management Co. | 32 | 31.25 |
| Name | Shares | PPS |
|---|---|---|
| SOL Capital Management CO | 5,010 | 47.31 |
| Savior LLC | 506 | 47.43 |
| Patten Group, Inc. | 4,358 | 47.27 |
| Retirement Guys Formula Llc | ||
| McCarthy Asset Management, Inc. | 519 | 48.17 |
| Secure Asset Management, LLC | 8,573 | 47.36 |
| Ledge Wealth Management, Inc. | 8,412 | 47.31 |
| Brinker Capital Investments, LLC | 4,528 | 47.26 |
| Reitz Capital Advisors LLC | 14,183 | 47.38 |
| Capital CS Group, LLC | 6,370 | 47.41 |
| Capital Planning LLC | 147,627 | 47.36 |
| Altium Wealth Management LLC | 4,442 | 47.28 |
| Security Financial Services, INC. | 41,679 | 47.36 |
| Carlson Capital Management | 8,350 | 47.31 |
| Teamwork Financial Advisors, LLC | 21,234 | 47.38 |
| Astoria Strategic Wealth, Inc. | 20,165 | 47.36 |
| Elm Partners Management LLC | 410 | 46.34 |
| Asset Dedication, LLC | 150,852 | 47.42 |
| Western Financial Corporation | 4,982 | 47.37 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services, Llc | 2,928,089 | 40.24 | 2,557,951 | 47.99 |
| Savant Capital, LLC | 1,433,196 | 38.99 | 1,236,047 | 47.36 |
| Gemmer Asset Management LLC | 960,119 | 38.99 | 923,824 | 47.36 |
| Legacy Wealth Management, Inc | 566,208 | 38.99 | 551,126 | 47.36 |
| First National Corp /ma/ /adv | 274,369 | 38.99 | 270,512 | 47.36 |
| Sequoia Financial Advisors, LLC | 268,766 | 38.99 | 287,598 | 47.36 |
| Truist Financial Corp | 258,163 | 38.99 | 282,463 | 47.36 |
| Clearwater Capital Advisors, LLC | 251,828 | 38.99 | 259,512 | 47.36 |
| Lutz Financial Services LLC | 165,508 | 38.99 | 123,272 | 47.36 |
| Commonwealth Equity Services, Llc | 164,886 | 38.98 | 162,558 | 47.36 |
| Horizon Financial Services, Llc | 153,276 | 38.99 | 151,750 | 47.36 |
| Courage Miller Partners, LLC | 138,958 | 38.99 | 138,175 | 47.36 |
| MAI Capital Management | 126,376 | 38.99 | 127,922 | 47.36 |
| Econ Financial Services Corp | 118,623 | 38.99 | 106,822 | 47.36 |
| Brand Asset Management Group, Inc. | 110,865 | 38.99 | 113,606 | 47.37 |
| Carolina Wealth Advisors, LLC | 108,992 | 38.99 | 105,064 | 47.36 |
| Ballast Advisors Llc | 102,644 | 38.99 | 98,887 | 47.36 |
| PrairieView Partners, LLC | 95,089 | 39.00 | 95,404 | 47.36 |
| Provident Wealth Management, LLC | 94,941 | 38.99 | 86,430 | 47.36 |
| Adams Wealth Management | 93,919 | 38.99 | 446,818 | 47.36 |
| LVW Advisors, LLC | 88,946 | 38.99 | 117,604 | 47.36 |
| Avenue 1 Advisors, LLC | 88,295 | 38.99 | 86,679 | 47.36 |
| Global Strategic Investment Solutions, LLC | 85,823 | 38.99 | 78,681 | 47.36 |
| Chesapeake Wealth Management | 79,401 | 38.99 | 76,704 | 47.35 |
| LeJeune Puetz Investment Counsel LLC | 78,432 | 38.99 | 78,247 | 47.35 |
| Market Street Wealth Management Advisors Llc | 76,792 | 38.99 | 52,398 | 47.37 |
| Nikulski Financial, Inc. | 74,771 | 38.99 | 74,872 | 47.36 |
| Strategic Capital Advisers, Inc. | 71,096 | 38.99 | 72,726 | 47.36 |
| Powers Advisory Group, LLC | 64,797 | 38.98 | 63,765 | 47.36 |
| Element Wealth, LLC | 61,656 | 38.99 | 62,098 | 47.36 |
| Providence First Trust Co | 61,100 | 38.99 | 62,000 | 47.35 |
| Whelan Financial | 59,618 | 38.98 | 24,089 | 47.37 |
| GSB Wealth Management, LLC | 59,460 | 38.98 | 62,301 | 47.37 |
| Simplicity Wealth,LLC | 57,912 | 38.99 | 90,599 | 47.36 |
| Alpha Omega Wealth Management LLC | 57,437 | 38.98 | 56,059 | 47.36 |
| Next Capital Management LLC | 57,224 | 38.99 | 57,748 | 47.36 |
| Cutler Investment Counsel Llc | 56,694 | 38.98 | 54,556 | 47.36 |
| Investors Research Corp | 54,716 | 38.98 | 54,873 | 47.36 |
| Capital Insight Partners, Llc | 52,255 | 38.98 | 49,181 | 47.36 |
| Moller Financial Services | 50,623 | 38.99 | 49,199 | 47.36 |
| Collective Family Office Llc | 49,606 | 38.99 | 65,367 | 47.36 |
| Phillips Financial Management, Llc | 45,804 | 38.99 | 46,568 | 47.35 |
| Von Berge Wealth Management Group, LLC | 41,033 | 39.33 | 32,998 | 46.12 |
| CRA Financial Services, LLC | 40,930 | 38.99 | 39,730 | 47.37 |
| Leo H. Evart, Inc. | 37,902 | 39.00 | 38,109 | 47.36 |
| Spinnaker Investment Group, LLC | 36,168 | 38.98 | 62,632 | 48.82 |
| BCK Partners, Inc. | 32,662 | 38.97 | 32,804 | 47.37 |
| Mengis Capital Management, Inc. | 32,119 | 38.98 | 32,475 | 47.36 |
| Wealthfront Advisers Llc | 31,131 | 39.00 | 25,852 | 47.35 |
| Stratos Wealth Partners, LTD. | 28,955 | 38.99 | 28,548 | 47.36 |
| Bogart Wealth, LLC | 28,299 | 38.98 | 30,464 | 47.37 |
| Cambridge Advisors Inc. | 27,755 | 38.98 | 28,083 | 47.36 |
| Stratos Wealth Advisors, LLC | 27,651 | 38.99 | 50,202 | 47.37 |
| Ironwood Wealth Management, LLC. | 26,765 | 39.01 | 26,204 | 47.36 |
| SNS Financial Group, LLC | 23,977 | 39.00 | 24,210 | 47.34 |
| Litman Gregory Asset Management LLC | 23,975 | 39.00 | 22,825 | 47.36 |
| Wooster Corthell Wealth Management, Inc. | 23,837 | 38.97 | 25,518 | 47.38 |
| Gradient Capital Advisors, LLC | 22,837 | 38.97 | 19,643 | 47.35 |
| Grimes & Company, Inc. | 22,507 | 39.01 | 90,783 | 47.35 |
| Paradigm, Strategies in Wealth Management, LLC | 22,386 | 39.00 | 23,066 | 47.34 |
| Charles Schwab Trust Co | 19,896 | 39.00 | 13,536 | 47.36 |
| Twele Capital Management, Inc. | 19,621 | 38.99 | 19,486 | 47.37 |
| Blossom Wealth Management | 16,064 | 38.97 | 15,643 | 47.37 |
| Evensky & Katz LLC | 15,891 | 39.02 | 15,924 | 47.35 |
| Camelot Portfolios, LLC | 15,695 | 38.99 | 16,530 | 47.37 |
| CWA Asset Management Group, LLC | 15,378 | 39.02 | 14,248 | 47.38 |
| Abacus Planning Group, Inc. | 15,154 | 39.00 | 22,616 | 47.36 |
| Kaizen Financial Strategies | 14,801 | 38.98 | 22,971 | 47.36 |
| Alpha Cubed Investments, LLC | 14,791 | 39.01 | 14,791 | 47.33 |
| Great Valley Advisor Group, Inc. | 14,731 | 39.03 | 2,976 | 69.56 |
| Grant/GrossMendelsohn, LLC | 14,686 | 39.36 | 5,854 | 46.63 |
| First Hawaiian Bank | 14,655 | 38.96 | 14,594 | 47.35 |
| Asset Planning Services Inc /la/ /adv | 14,365 | 38.98 | 14,765 | 47.34 |
| Money Concepts Capital Corp | 14,290 | 39.47 | 30,234 | 47.36 |
| D.B. Root & Company, LLC | 13,992 | 38.95 | 14,808 | 47.34 |
| Bowling Portfolio Management LLC | 13,914 | 39.03 | 14,190 | 47.36 |
| Bigelow Investment Advisors, LLC | 13,854 | 38.98 | 14,054 | 47.39 |
| Bond & Devick Financial Network, Inc. | 13,810 | 38.96 | 13,810 | 47.36 |
| Cornerstone Wealth Advisors, Inc. | 12,255 | 39.00 | 12,867 | 47.33 |
| Capital Advantage, Inc. | 12,091 | 38.95 | 12,023 | 47.33 |
| BLB&B Advisors, LLC | 12,074 | 39.01 | 12,362 | 47.32 |
| Avantax Planning Partners, Inc. | 11,347 | 38.95 | 11,855 | 47.32 |
| Trinity Financial Advisors LLC | 10,526 | 38.95 | 15,160 | 47.36 |
| Hengehold Capital Management Llc | 10,462 | 39.00 | 5,066 | 47.37 |
| Legacy Bridge, LLC | 10,330 | 39.01 | 10,330 | 47.34 |
| Capital Investment Advisory Services, LLC | 10,179 | 39.00 | 10,115 | 47.36 |
| Hendershot Investments Inc. | 9,217 | 38.95 | 8,738 | 47.38 |
| Valicenti Advisory Services Inc | 9,132 | 38.98 | 9,308 | 47.38 |
| Aurora Private Wealth, Inc. | 9,010 | 38.96 | 10,030 | 47.36 |
| Spire Wealth Management | 8,668 | 38.99 | 48,299 | 47.89 |
| Western Wealth Management, LLC | 8,510 | 38.90 | 8,528 | 47.37 |
| Planning Alternatives Ltd /adv | 8,135 | 38.97 | 21,196 | 47.37 |
| Tradewinds Capital Management, LLC | 7,026 | 39.00 | 133,329 | 47.36 |
| Aurora Investment Managers, LLC. | 6,297 | 39.07 | 6,310 | 47.39 |
| Geometric Wealth Advisors | 5,979 | 38.97 | 5,959 | 47.32 |
| South Shore Capital Advisors | 5,523 | 38.93 | 5,522 | 47.45 |
| Ahl Investment Management, Inc. | 5,503 | 39.07 | 5,533 | 47.35 |
| Annapolis Financial Services, LLC | 5,498 | 38.92 | 5,498 | 47.29 |
| BKD Wealth Advisors, LLC | 5,449 | 38.91 | 5,209 | 47.42 |
| Umb Bank N A/mo | 5,342 | 38.94 | 5,342 | 47.36 |
| Patton Albertson Miller Group, Llc | 5,241 | 38.92 | 14,351 | 47.38 |
| Financial Life Advisors | 5,164 | 38.92 | 8,880 | 47.41 |
| Sandy Spring Bank | 4,734 | 38.87 | 4,158 | 47.62 |
| Geneos Wealth Management Inc. | 3,617 | 39.26 | 2,476 | 47.25 |
| North Star Investment Management Corp. | 3,338 | 38.95 | 3,338 | 47.33 |
| TCI Wealth Advisors, Inc. | 2,156 | 38.96 | 1,238 | 47.66 |
| Lakeview Capital Partners, LLC | 1,737 | 39.15 | 1,618 | 47.59 |
| Thompson Siegel & Walmsley Llc | 1,700 | 38.82 | 1,700 | 47.65 |
| Costello Asset Management, INC | 1,564 | 39.00 | 2,072 | 47.30 |
| Granite Investment Partners, LLC | 1,520 | 38.82 | 1,520 | 47.37 |
| Gables Capital Management Inc. | 1,514 | 38.97 | 1,514 | 47.56 |
| Evolution Advisers, Inc. | 1,373 | 39.33 | 1,248 | 47.28 |
| Ellevest, Inc. | 1,083 | 38.78 | 642 | 46.73 |
| Gpwm Llc | 490 | 38.78 | 512 | 46.88 |
| Rice Partnership, LLC | 270 | 40.74 | 420 | 47.62 |
| Financial Connections Group, Inc. | 158 | 37.97 | 180 | 44.44 |
| GPS Wealth Strategies Group, LLC | 154 | 38.96 | 154 | 45.45 |
| Hanson & Doremus Investment Management | 119 | 42.02 | 162 | 49.38 |
| Ogorek Anthony Joseph /ny/ /adv | 46 | 21.74 | 46 | 43.48 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Trust Co Of Vermont | 601 | 38.27 | 0 | |
| JNBA Financial Advisors | 42 | 47.62 | 0 | |
| Hexagon Capital Partners LLC | 18 | 55.56 | 0 |
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