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 819 57.00 22.40 22.95
Previous Quarter 894 203.00 25.38 26.55

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 25 230 556 19 236 269
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 1 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 29 206 12 88 105
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Past Week 1 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 280,783 0.00 0.00 0 0.00 0.00
Previous Quarter 293,384 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
Charles Schwab Investment Advisory, Inc. 77,494,057 22.40
Creative Planning 24,743,974 22.40
Financial Engines Advisors L.L.C. 21,607,554 22.40
Charles Schwab Investment Management Inc 9,102,735 22.40
HighTower Advisors, LLC 5,992,771 22.40
Envestnet Asset Management Inc 5,488,131 22.40
Mercer Global Advisors Inc /adv 5,119,866 22.40
Mather Group, Llc. 3,872,093 22.40
Hamilton Capital, LLC 2,532,171 22.40
Wealth Enhancement Advisory Services, Llc 2,516,827 22.78
Northwestern Mutual Wealth Management Co 2,186,362 22.40
Toroso Investments, LLC 2,167,102 25.38
SWMIX - Laudus International MarketMasters Fund Select Shares 2,004,984 25.12
Heartwood Wealth Advisors LLC 1,540,742 22.40
Fmr Llc 1,539,627 22.40
Morgan Stanley 1,464,934 22.40
Mariner, LLC 1,258,967 22.40
Miracle Mile Advisors, LLC 1,186,242 22.40
Old Mission Capital Llc 1,117,539 22.40
SWYGX - Schwab Target 2040 Index Fund 1,116,232 25.38

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
Charles Schwab Investment Advisory, Inc. 80,908,021 25.38
Financial Engines Advisors L.L.C. 23,770,595 25.38
Creative Planning 23,110,617 25.38
Charles Schwab Investment Management Inc 8,452,568 25.38
HighTower Advisors, LLC 6,053,354 25.38
Envestnet Asset Management Inc 4,461,101 25.38
Mather Group, Llc. 4,427,508 25.38
Mercer Global Advisors Inc /adv 4,363,415 25.38
Wealth Enhancement Advisory Services, Llc 2,721,211 25.32
Hamilton Capital, LLC 2,403,849 25.38
Toroso Investments, LLC 2,167,102 25.38
SWMIX - Laudus International MarketMasters Fund Select Shares 2,004,984 26.29
Heartwood Wealth Advisors LLC 1,802,251 25.38
Fmr Llc 1,669,840 25.38
Miracle Mile Advisors, LLC 1,500,776 25.38
Morgan Stanley 1,347,248 25.38
SWYGX - Schwab Target 2040 Index Fund 1,116,232 25.38
Mariner, LLC 1,110,873 25.38
Northwestern Mutual Wealth Management Co 1,084,455 25.38
SWYMX - Schwab Target 2050 Index Fund 1,069,866 25.38

 

Recent Quarter Analysis

Name Shares PPS
Washington Trust Advisors, Inc. 164,300 22.40
James J. Burns & Company, LLC 90,594 22.40
Gill Capital Partners, Llc 26,660 22.39
Mayflower Financial Advisors, LLC 21,000 22.38
SWS Partners 19,115 22.39
O'Brien Wealth Partners LLC 18,189 22.38
Country Club Bank /gfn 15,496 22.46
Emerald Advisors, LLC 14,098 22.41
Adamsbrown Wealth Consultants Llc 12,748 22.43
Udine Wealth Management, Inc. 12,748 22.43
Gilbert & Cook, Inc. 11,030 21.85
Roof Eidam & Maycock/adv 10,765 22.39
Apeiron RIA LLC 10,634 22.10
Tenret Co LLC 10,599 22.36
Tru Independence Asset Management 2, Llc 9,228 22.43
Aspire Wealth Management Corp 6,566 22.39
Guardian Wealth Advisors, LLC 4,085 22.28
Morton Brown Family Wealth, LLC 3,089 22.34
Phillips Financial Management, Llc 1,558 22.46
Ameritas Investment Partners, Inc. 960 21.88
Name Shares PPS
Emery Howard Portfolio Management, Inc. 846,767 29.62
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 451,403 29.94
Summit Financial Wealth Advisors, LLC 346,302 24.92
Rockbridge Investment Management, LCC 326,642 29.62
Biltmore Capital Advisors LLC 199,403 29.62
Oak Asset Management, LLC 191,218 25.38
Citadel Advisors Llc 101,400 25.38
Pacific Capital Wealth Advisors, Inc 70,746 25.39
Advisor Resource Council 54,535 25.38
Tatro Capital, LLC 50,370 27.77
Cliftonlarsonallen Wealth Advisors, Llc 44,446 25.38
Strategic Wealth Designers 34,449 25.37
Bell Rock Capital Llc 32,663 25.38
Oak Family Advisors, Llc 31,960 25.38
Reilly Financial Advisors, Llc 28,590 29.63
Vontobel Holding Ltd. 25,000 25.40
Eagle Strategies LLC 24,259 25.39
Advisory Services & Investments, LLC 23,963 25.37
Financial Strategies Group, Inc. 22,076 25.37
Heritage Way Advisors, LLC 19,846 29.63
Ferris Capital, Llc 19,712 27.75
WealthPLAN Partners, LLC 18,518 26.30
Callahan Advisors, LLC 16,627 25.38
Quest Capital Management Inc /adv 16,489 29.60
Venturi Wealth Management, LLC 16,000 25.38
DDD Partners, LLC 15,146 25.35
Cary Street Partner Investment Advisory Llc 14,776 25.38
Northern Trust Corp 14,755 25.35
Gateway Advisory, LLC 12,804 25.38
M&t Bank Corp 11,703
People's United Financial, Inc. 11,604 27.75
Newman Dignan & Sheerar, Inc. 10,726 25.36
CIBC Private Wealth Group, LLC 10,636 25.39
Avidian Wealth Solutions, LLC 10,580 25.43
Segall Bryant & Hamill, Llc 10,260 25.54
Ledyard National Bank 10,000 25.40
Private Capital Management Llc 9,835 27.76
Kaizen Financial Strategies 9,690 25.39
Sei Investments Co 9,650 24.46
Columbus Macro, LLC 9,519 25.42
Park Avenue Securities Llc 9,361 25.42
Patton Albertson Miller Group, Llc 9,039 25.33
D.B. Root & Company, LLC 8,890 25.31
Boenning & Scattergood, Inc. 8,671 25.37
Kingsview Wealth Management, LLC 8,562 25.34
Amplius Wealth Advisors, LLC 8,546 25.27
Walter & Keenan Financial Consulting Co /mi/ /adv 8,529 25.33
Venture Visionary Partners LLC 8,384 25379.89
Mirsky Financial Management Corp. 8,139 29.61
Colony Group Llc 8,060 25.43
Sage Financial Group Inc 7,936 25.33
Prudential Financial Inc 7,887 25.48
Evoke Wealth, Llc 6,916 0.29
Darrow Company, Inc. 5,722 25.34
Sterling Investment Advisors, Ltd. 5,610 25.31
Dixon Hughes Goodman Wealth Advisors LLC 5,199 27.70
Van Strum & Towne Inc. 3,800 25.26
IndexIQ Advisors LLC 2,995 27.71
Prospera Financial Services Inc 1,842 25.52
Acima Private Wealth, Llc 1,698 27.68
Worth Asset Management, LLC 1,440 25.69
Castleview Partners, Llc 1,000 50900.00
Cutler Group LP 1,000 25.00
NEXT Financial Group, Inc 904 29.87
Founders Financial Alliance, LLC 849 25.91
Baron Financial Group, LLC 728 24.73
Rice Partnership, LLC 667 25.49
Taddei, Ludwig & Associates, Inc. 602 24.92
Missouri Trust & Investment Co 500 26.00
Kayne Anderson Rudnick Investment Management Llc 491 24.44
Total Clarity Wealth Management, Inc. 401 24.94
Ritter Daniher Financial Advisory, Llc 374 26.74
Professional Financial Advisors, LLC 295 23.73
Townsend Asset Management Corp /nc/ /adv 276 25.36
Patriot Financial Group Insurance Agency, LLC 262 26.72
Pacifica Partners Inc. 136 29.41
Ahrens Investment Partners LLC 135 22.22
Strategic Asset Management, LLC 133 22.56
Capital Directions Investment Advisors, LLC 86 23.26
Concord Wealth Partners 72 27.78
Sound Income Strategies, LLC 70 28.57
Lakeview Capital Partners, LLC 59 16.95
Goodwin Investment Advisory 54 25388.89
West Financial Advisors, LLC 46 21.74
Bellevue Asset Management, Llc 40 25.00
Pin Oak Investment Advisors Inc 29 34.48
Carroll Financial Associates, Inc. 18
Meeder Asset Management Inc 1
HawsGoodwin Investment Management LLC 1
Private Capital Group, LLC
Virtue Capital Management, LLC
Cohen Klingenstein LLC
Ogorek Anthony Joseph /ny/ /adv
Camelot Portfolios, LLC
Mountain Capital Investment Advisors, Inc
Reitz Capital Advisors LLC
Jacobi Capital Management LLC
Pasadena Private Wealth, LLC
Centaurus Financial, Inc.
Resolute Advisors LLC
Appleton Group, Llc
Clear Perspectives Financial Planning, LLC
DB Wealth Management Group, LLC
Baltimore-Washington Financial Advisors, Inc.
Advisory Services Network, LLC
Livingston Group Asset Management CO (operating as Southport Capital Management)
BKA Wealth Consulting, Inc.
Mv Capital Management, Inc.
Gradient Investments LLC
Sandy Cove Advisors, LLC
Cassady Schiller Wealth Management, LLC
Fagan Associates, Inc.
Vestmark Advisory Solutions, Inc.
Liberty Wealth Management Llc
Cypress Wealth Services, LLC
Farmers & Merchants Investments Inc
Credit Suisse Ag/
Glaxis Capital Management, LLC
Johnson Financial Group, Inc.
San Luis Wealth Advisors LLC
Glenmede Trust Co Na
Holderness Investments Co
Running Point Capital Advisors, LLC
Parsec Financial Management, Inc.
Simplex Trading, Llc
Carlson Capital Management
First National Corp /ma/ /adv
Aquire Wealth Advisors, LLC
Adams Wealth Management
Y-Intercept (Hong Kong) Ltd
Acas, Llc
Geode Capital Management, Llc
TAP Consulting, LLC
Peterson Wealth Advisors, LLC
Kessler Investment Group, LLC
Connecticut Wealth Management, LLC
Thrivent Financial For Lutherans
Barnett & Company, Inc.
Kolinsky Wealth Management, LLC
Assetmark, Inc
Cypress Point Wealth Management, LLC
Modera Wealth Management, LLC
Marietta Investment Partners Llc
Game Plan Financial Advisors, LLC
Global Trust Asset Management, LLC
Lenox Wealth Advisors, LLC
Praetorian Wealth Management, Inc.
Indie Asset Partners, LLC
Claro Advisors LLC
River Wealth Advisors LLC
Arkadios Wealth Advisors
Bnp Paribas Arbitrage, Sa
Robertson Stephens Wealth Management, LLC
Snowden Capital Advisors LLC
Ieq Capital, Llc
Addison Advisors LLC
Hurlow Wealth Management Group, Inc.
Pacific Center for Financial Services
Sage Rhino Capital Llc
Kalos Management, Inc.
FourThought Financial, LLC
Paradigm, Strategies in Wealth Management, LLC
Baldwin Investment Management, LLC
Sawgrass Asset Management Llc
Herold Advisors, Inc.
Delta Asset Management Llc/tn
Blue Zone Wealth Advisors, LLC
Cozad Asset Management Inc
King Luther Capital Management Corp
Heritage Wealth Advisors
Antonetti Capital Management LLC
Comprehensive Financial Consultants Institutional, Inc.
Mainstay Capital Management Llc /adv
Stratos Wealth Partners, LTD.
Sandy Spring Bank
Elmwood Wealth Management, Inc.
Trexquant Investment LP
Country Club Trust Company, n.a.
Kozak & Associates, Inc.
Gladstone Institutional Advisory LLC
Princeton Global Asset Management LLC
Taylor, Cottrill, Erickson & Associates, Inc.
Tocqueville Asset Management L.p.
Thompson Davis & Co., Inc.
Fca Corp /tx
First Hawaiian Bank
Strategic Wealth Advisors Group, LLC
G2 Capital Management, Llc / Oh
SOUTH STATE Corp
University Of Texas/texas Am Investment Managment Co
Aries Wealth Management
Oarsman Capital, Inc.
Bedel Financial Consulting, Inc.
Capital One Financial Corp
Almanack Investment Partners, LLC.
Youngs Advisory Group, Inc.
Huntington National Bank
Fisher Asset Management, LLC
Clear Creek Financial Management, LLC
Guidance Point Advisors, LLC
Optas, LLC
Fortis Advisors, LLC
Vista Capital Partners, Inc.
Scarborough Advisors, LLC
Qube Research & Technologies Ltd
Signet Financial Management, Llc
Newbridge Financial Services Group, Inc.
Gainplan LLC
Redwood Investment Management, Llc
Old Port Advisors
Boston Private Wealth Llc
PFG Advisors
Smith Anglin Financial, LLC
Eudaimonia Partners, LLC
Kings Point Capital Management
D'Orazio & Associates, Inc.
Ahl Investment Management, Inc.
J.w. Cole Advisors, Inc.
Rinkey Investments
Fieldpoint Private Securities, LLC
Gerber Kawasaki Wealth & Investment Management
Wealth Management Solutions, LLC
Paradigm Financial Partners, Llc
Accredited Investors Inc.
Laurel Wealth Advisors, Inc.
Fort Pitt Capital Group, Llc
Colony Family Offices, LLC
Proequities, Inc.
Eidelman Virant Capital
Cantor Fitzgerald Investment Adviser L.p.
Name Current Shares Current PPS Previous Shares Previous PPS
Charles Schwab Investment Advisory, Inc. 77,494,057 22.40 80,908,021 25.38
Creative Planning 24,743,974 22.40 23,110,617 25.38
Financial Engines Advisors L.L.C. 21,607,554 22.40 23,770,595 25.38
Charles Schwab Investment Management Inc 9,102,735 22.40 8,452,568 25.38
HighTower Advisors, LLC 5,992,771 22.40 6,053,354 25.38
Envestnet Asset Management Inc 5,488,131 22.40 4,461,101 25.38
Mercer Global Advisors Inc /adv 5,119,866 22.40 4,363,415 25.38
Mather Group, Llc. 3,872,093 22.40 4,427,508 25.38
Hamilton Capital, LLC 2,532,171 22.40 2,403,849 25.38
Wealth Enhancement Advisory Services, Llc 2,516,827 22.78 2,721,211 25.32
Northwestern Mutual Wealth Management Co 2,186,362 22.40 1,084,455 25.38
SWMIX - Laudus International MarketMasters Fund Select Shares 2,004,984 25.12 2,004,984 26.29
Heartwood Wealth Advisors LLC 1,540,742 22.40 1,802,251 25.38
Fmr Llc 1,539,627 22.40 1,669,840 25.38
Morgan Stanley 1,464,934 22.40 1,347,248 25.38
Mariner, LLC 1,258,967 22.40 1,110,873 25.38
Miracle Mile Advisors, LLC 1,186,242 22.40 1,500,776 25.38
Klingenstein Fields & Co Lp 1,036,625 22.40 1,014,653 25.38
Krilogy Financial LLC 973,354 22.40 920,578 25.38
Cooper/haims Advisors, Llc 971,884 22.40 922,314 25.38
Name Current Shares Current PPS Previous Shares Previous PPS
Old Mission Capital Llc 1,117,539 22.40 0
Jane Street Group, Llc 681,631 22.40 0
Hrt Financial Lp 332,581 22.40 0
JFG Wealth Management, LLC 193,517 22.40 0
St. Louis Trust Co 180,225 30.65 180,225 25.38
Koshinski Asset Management, Inc. 47,325 0.02 48,449 0.02
Financial Architects, Inc 39,233 22.40 0
Asset Dedication, LLC 29,335 22.53 0
Accurate Wealth Management, LLC 17,178 25.91 10,515 25.39
Kowal Investment Group, LLC 10,386 22.43 0
Putnam Fl Investment Management Co 9,662 22.36 0
National Asset Management, Inc. 9,189 22.42 0
Acropolis Investment Management, LLC 7,322 22.40 0
Life Planning Partners, Inc 3,250 22400.00 2,327 25.35
Providence Capital Advisors, LLC 488 22.54 0
Brown Brothers Harriman & Co 478 23.01 0
Plante Moran Financial Advisors, LLC 57 17.54 0
Capital Asset Advisory Services LLC 34 29.41 2,038 25.52
Transamerica Financial Advisors, Inc. 1 1000.00 53 37.74
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Creative Planning 1,633,357 24,743,974 22.40 23,110,617 25.38 7.07
Old Mission Capital Llc 1,117,539 1,117,539 22.40 0 0.00
Northwestern Mutual Wealth Management Co 1,101,907 2,186,362 22.40 1,084,455 25.38 101.61
Envestnet Asset Management Inc 1,027,030 5,488,131 22.40 4,461,101 25.38 23.02
Resources Investment Advisors, LLC. 820,736 893,545 22.40 72,809 25.38 1127.25
Mercer Global Advisors Inc /adv 756,451 5,119,866 22.40 4,363,415 25.38 17.34
Jane Street Group, Llc 681,631 681,631 22.40 0 0.00
Charles Schwab Investment Management Inc 650,167 9,102,735 22.40 8,452,568 25.38 7.69
Susquehanna International Group, Llp 408,156 416,296 22.40 8,140 25.43 5014.20
Johnson Financial Group, LLC 359,818 381,200 22.40 21,382 25.35 1682.81
Hrt Financial Lp 332,581 332,581 22.40 0 0.00
Your Advocates Ltd., LLP 202,802 610,529 22.40 407,727 25.38 49.74
Stifel Financial Corp 202,097 313,778 22.40 111,681 25.38 180.96
JFG Wealth Management, LLC 193,517 193,517 22.40 0 0.00
Lake Street Advisors Group, Llc 177,861 356,329 22.40 178,468 25.38 99.66
Mariner, LLC 148,094 1,258,967 22.40 1,110,873 25.38 13.33
Hamilton Capital, LLC 128,322 2,532,171 22.40 2,403,849 25.38 5.34
JMG Financial Group, Ltd. 126,585 952,560 22.40 825,975 25.38 15.33
Jones Financial Companies Lllp 118,109 349,337 22.40 231,228 25.40 51.08
Morgan Stanley 117,686 1,464,934 22.40 1,347,248 25.38 8.74
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Charles Schwab Investment Advisory, Inc. 3,413,964 77,494,057 22.40 80,908,021 25.38 -4.22
Financial Engines Advisors L.L.C. 2,163,041 21,607,554 22.40 23,770,595 25.38 -9.10
HB Wealth Management, LLC 593,874 57,661 22.41 651,535 25.38 -91.15
Mather Group, Llc. 555,415 3,872,093 22.40 4,427,508 25.38 -12.54
Orgel Wealth Management, LLC 484,892 508,223 22.40 993,115 25.38 -48.83
Fft Wealth Management Llc 404,805 300,760 22.40 705,565 25.38 -57.37
Lgl Partners, Llc 404,594 14,541 22.42 419,135 25.38 -96.53
Flow Traders U.s. Llc 343,233 51,429 22.40 394,662 25.38 -86.97
Miracle Mile Advisors, LLC 314,534 1,186,242 22.40 1,500,776 25.38 -20.96
55i, Llc 286,466 95,919 22.39 382,385 25.38 -74.92
Heartwood Wealth Advisors LLC 261,509 1,540,742 22.40 1,802,251 25.38 -14.51
United Capital Financial Advisers, Llc 251,129 343,744 22.40 594,873 25.38 -42.22
Curi Wealth Management, LLC 248,618 60,220 22.40 308,838 25.38 -80.50
Wealth Enhancement Advisory Services, Llc 204,384 2,516,827 22.78 2,721,211 25.32 -7.51
Apriem Advisors 161,919 384,583 22.40 546,502 25.38 -29.63
Merit Financial Group, LLC 146,168 18,260 22.40 164,428 25.38 -88.89
Financial Management Professionals, Inc. 144,356 534 22.47 144,890 25.38 -99.63
Flower City Capital 135,856 41,588 22.41 177,444 25.38 -76.56
Cerity Partners LLC 134,513 410,377 22.40 544,890 25.37 -24.69
Fmr Llc 130,213 1,539,627 22.40 1,669,840 25.38 -7.80
Name Current Puts
Wolverine Trading, Llc 11,500
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

Past Week Analysis

Name Shares PPS
SWS Partners 19,115 22.39
O'Brien Wealth Partners LLC 18,189 22.38
Roof Eidam & Maycock/adv 10,765 22.39
Aspire Wealth Management Corp 6,566 22.39
Guardian Wealth Advisors, LLC 4,085 22.28
Ameritas Investment Partners, Inc. 960 21.88
Lindbrook Capital, Llc 48 20.83
First Capital Advisors Group, LLC. 27 37.04
Wagner Wealth Management, Llc 5
Name Shares PPS
M&t Bank Corp 11,703
Goodwin Investment Advisory 54 25388.89
Venture Visionary Partners LLC 8,384 25379.89
Northern Trust Corp 14,755 25.35
Callahan Advisors, LLC 16,627 25.38
Venturi Wealth Management, LLC 16,000 25.38
Gateway Advisory, LLC 12,804 25.38
DDD Partners, LLC 15,146 25.35
Colony Group Llc 8,060 25.43
Sei Investments Co 9,650 24.46
Castleview Partners, Llc 1,000 50900.00
Professional Financial Advisors, LLC 295 23.73
Eagle Strategies LLC 24,259 25.39
Founders Financial Alliance, LLC 849 25.91
Missouri Trust & Investment Co 500 26.00
Cary Street Partner Investment Advisory Llc 14,776 25.38
Oak Family Advisors, Llc 31,960 25.38
Van Strum & Towne Inc. 3,800 25.26
Pin Oak Investment Advisors Inc 29 34.48
Meeder Asset Management Inc 1
Pacific Capital Wealth Advisors, Inc 70,746 25.39
Concord Wealth Partners 72 27.78
Kingsview Wealth Management, LLC 8,562 25.34
Amplius Wealth Advisors, LLC 8,546 25.27
CIBC Private Wealth Group, LLC 10,636 25.39
Kayne Anderson Rudnick Investment Management Llc 491 24.44
Taddei, Ludwig & Associates, Inc. 602 24.92
Lakeview Capital Partners, LLC 59 16.95
Segall Bryant & Hamill, Llc 10,260 25.54
Name Current Shares Current PPS Previous Shares Previous PPS
Charles Schwab Investment Advisory, Inc. 77,494,057 22.40 80,908,021 25.38
Financial Engines Advisors L.L.C. 21,607,554 22.40 23,770,595 25.38
Charles Schwab Investment Management Inc 9,102,735 22.40 8,452,568 25.38
HighTower Advisors, LLC 5,992,771 22.40 6,053,354 25.38
Envestnet Asset Management Inc 5,488,131 22.40 4,461,101 25.38
Mercer Global Advisors Inc /adv 5,119,866 22.40 4,363,415 25.38
Mather Group, Llc. 3,872,093 22.40 4,427,508 25.38
Northwestern Mutual Wealth Management Co 2,186,362 22.40 1,084,455 25.38
Fmr Llc 1,539,627 22.40 1,669,840 25.38
Morgan Stanley 1,464,934 22.40 1,347,248 25.38
Mariner, LLC 1,258,967 22.40 1,110,873 25.38
Moneta Group Investment Advisors Llc 837,545 22.40 824,429 25.38
SCS Capital Management LLC 774,098 22.40 786,621 25.38
Radnor Financial Advisors, LLC 658,831 22.40 651,665 25.38
Wealthspire Advisors, LLC 641,468 22.40 613,260 25.38
UBS Group AG 640,072 22.40 665,835 25.38
Your Advocates Ltd., LLP 610,529 22.40 407,727 25.38
Wells Fargo & Company/mn 512,848 22.40 551,437 25.38
Bank of New York Mellon Corp 489,436 22.40 476,891 25.38
LPL Financial LLC 474,196 22.40 477,972 25.38
Visionary Wealth Advisors 467,330 22.40 459,231 25.38
RKL Wealth Management LLC 457,435 22.40 463,574 25.38
Pfs Investments Inc. 445,843 22.40 450,794 25.38
Towercrest Capital Management 443,461 22.40 455,913 25.38
Cresset Asset Management, LLC 435,265 22.40 381,701 25.38
Susquehanna International Group, Llp 416,296 22.40 8,140 25.43
Holistic Financial Partners 412,496 22.40 413,942 25.38
Cerity Partners LLC 410,377 22.40 544,890 25.37
Cetera Investment Advisers 385,866 22.40 356,932 25.38
Apriem Advisors 384,583 22.40 546,502 25.38
Johnson Financial Group, LLC 381,200 22.40 21,382 25.35
Lake Street Advisors Group, Llc 356,329 22.40 178,468 25.38
United Capital Financial Advisers, Llc 343,744 22.40 594,873 25.38
Advisor Group Holdings, Inc. 341,440 22.40 313,667 25.36
Summit Wealth & Retirement Planning, Inc. 327,057 22.40 321,918 25.38
Stifel Financial Corp 313,778 22.40 111,681 25.38
Fft Wealth Management Llc 300,760 22.40 705,565 25.38
Rainsberger Wealth Advisors, Inc. 281,683 22.40 269,359 25.38
BlackRock Inc. 280,783 22.40 293,384 25.38
HBK Sorce Advisory LLC 273,009 22.40 266,331 25.38
SigFig Wealth Management, LLC 271,233 26.56 267,339 28.79
Geneos Wealth Management Inc. 247,731 22.40 249,402 25.25
HC Advisors, LLC 245,004 22.40 222,209 25.38
Bank Of America Corp /de/ 244,655 22.40 332,178 25.38
Financial Advisory Group 226,224 22.40 219,547 25.38
Callan Capital, LLC 225,998 22.40 119,812 25.38
Portfolio Solutions, LLC 215,904 22.40 220,724 25.38
Strategic Financial Planning, Inc. 213,548 22.40 217,861 25.38
Buckingham Capital Management, Inc. 210,998 22.40 213,150 25.38
Ballast Advisors Llc 207,025 22.40 202,842 25.38
Parallel Advisors, LLC 205,794 22.40 215,881 25.38
Mml Investors Services, Llc 181,805 22.40 203,918 25.38
Tradition Wealth Management, LLC 176,637 22.40 183,136 25.38
Joseph Group Capital Management 174,465 22.40 167,149 25.38
Ami Investment Management Inc 165,660 22.40 159,262 25.38
Nations Financial Group Inc, /ia/ /adv 165,557 22.40 160,243 25.38
Boyer & Corporon Wealth Management, LLC 150,496 22.40 145,616 25.38
Brandywine Oak Private Wealth Llc 132,059 22.40 108,042 25.38
Beacon Pointe Advisors, LLC 127,062 22.38 142,715 25.41
Berkshire Asset Management Llc/pa 119,582 22.40 129,398 25.38
Change Path, LLC 116,901 22.40 115,404 25.38
Ameriprise Financial Inc 115,229 22.37 110,526 25.38
Commonwealth Equity Services, Llc 114,544 22.39 118,382 25.38
Asset Management Group, Inc. 106,516 22.40 106,930 25.38
Reston Wealth Management Llc 106,222 22.40 86,049 25.38
Roundview Capital LLC 98,633 22.40 98,473 25.38
55i, Llc 95,919 22.39 382,385 25.38
MAI Capital Management 93,047 22.40 126,664 25.38
Quadrant Capital Group Llc 92,333 22.40 79,531 25.37
Orcam Financial Group 90,165 22.40 92,165 25.38
New York Life Investment Management Llc 89,608 22.40 103,102 25.37
Fortis Capital Management LLC 88,781 22.40 72,343 25.38
Souders Financial Advisors 84,075 22.40 72,319 25.37
Bell Investment Advisors, Inc 81,938 22.39 69,090 25.39
Roble, Belko & Company, Inc 77,951 22.40 81,091 25.38
Jackson Creek Investment Advisors LLC 77,338 22.40 75,140 25.13
Royal Bank Of Canada 75,847 22.41 201,538 25.38
Marshall Financial Group Inc /adv 73,208 22.40 77,120 25.38
Destination Wealth Management 71,485 22.40 120,891 25.38
Vivaldi Capital Management, LLC 70,534 22.78 65,720 25.38
Renaissance Technologies Llc 70,000 22.40 28,200 25.39
Bank Of Montreal /can/ 67,125 24.04 69,835 25.60
Firestone Capital Management 66,488 22.40 71,371 25.37
Operose Advisors LLC 63,066 22.41 58,216 25.39
Peapack Gladstone Financial Corp 56,624 22.39 55,362 25.38
Chicago Partners Investment Group LLC 56,227 22.91 39,333 25.12
Fort Point Capital Partners LLC 53,388 22.40 70,793 25.38
Flow Traders U.s. Llc 51,429 22.40 394,662 25.38
Baird Financial Group, Inc. 49,269 22.41 51,513 25.37
Goldman Sachs Group Inc 46,663 22.39 11,825 25.37
Ausdal Financial Partners, Inc. 44,103 22.40 42,230 25.38
Congress Wealth Management LLC / DE / 43,710 22.40 45,631 25.38
Seacrest Wealth Management, Llc 41,978 22.39 39,132 25.38
Frontier Asset Management, LLC 41,711 22.39 45,590 25.38
Carmichael Hill & Associates, Inc. 41,341 22.40 37,666 25.38
Johnson Investment Counsel Inc 41,115 22.40 41,393 25.39
First Manhattan Co 38,991 22.39 48,339 25.36
BSW Wealth Partners 38,516 22.41 38,893 25.38
Dorsey & Whitney Trust CO LLC 38,472 22.38 29,292 25.37
Greenline Partners, LLC 38,443 22.40 38,443 25.39
Fullen Financial Group 38,404 21.66 38,404 25.39
Valley Forge Investment Consultants Inc Adv 38,204 22.41 36,438 25.39
Altfest L J & Co Inc 37,914 22.39 36,430 25.39
Pinkerton Retirement Specialists, LLC 37,680 22.40 35,661 25.38
Cetera Advisor Networks LLC 37,263 22.41 36,355 25.39
American Investment Services, Inc. 36,169 22.39 36,169 25.38
Lido Advisors, LLC 35,575 22.38 35,965 25.36
Athena Investment Management 35,140 22.40 35,472 25.37
Ameritas Advisory Services, LLC 34,062 22.40 20,047 25.39
Freestone Capital Holdings, LLC 34,000 22.41 44,426 25.39
Facet Wealth, Inc. 33,788 22.91 36,830 25.39
Blue Bell Private Wealth Management, Llc 33,210 22.40 33,914 25.39
Zacks Investment Management 33,091 22.39 16,173 25.35
True North Advisors, LLC 32,112 22.39 22,417 25.34
Buckingham Strategic Partners 31,196 22.41 35,432 25.37
Sand Hill Global Advisors, LLC 30,898 22.40 30,898 25.37
Wade G W & Inc 30,203 22.41 30,721 25.39
Journey Advisory Group, LLC 29,657 22.39 29,885 24.93
Sigma Planning Corp 29,486 22.38 29,699 25.39
Laidlaw Wealth Management LLC 29,242 22.40 31,084 25.38
Aspen Investment Management Inc 28,088 22.39 28,468 25.40
Cahill Financial Advisors Inc 27,586 22.40 27,839 25.40
Integrated Wealth Concepts LLC 27,575 22.41 77,765 25.38
Falcon Wealth Planning 27,015 22.39 29,034 25.38
Brown Advisory Inc 26,106 22.41 20,351 25.36
Madden Advisory Services, Inc. 25,782 22.42 24,902 25.38
Southern Wealth Management, LLP 23,586 21.67 23,586 25.40
Blueprint Investment Partners LLC 23,572 22.40 21,545 25.39
Two Sigma Securities, Llc 23,091 22.39 10,583 25.42
Kearns & Associates LLC 22,856 22.40 22,856 25.38
Coastwise Capital Group, LLC 21,932 22.39 22,748 25.36
Cetera Advisors LLC 21,907 22.41 18,684 25.37
Blair William & Co/il 21,451 22.42 21,713 25.38
Alesco Advisors Llc 21,361 22.38 22,296 25.39
Allen Capital Group, LLC 20,853 22.39 28,880 25.38
Evermay Wealth Management Llc 20,497 22.39 21,232 25.39
Stokes Family Office, LLC 20,342 22.42 20,342 25.37
First Foundation Advisors 20,254 22.42 59,702 25.38
Creegan & Nassoura Financial Group, LLC 20,240 22.38 20,990 25.39
Gould Asset Management Llc /ca/ 19,725 22.41 18,240 25.38
Landmark Financial Advisors, LLC 19,334 22.40 26,880 25.37
MCF Advisors LLC 18,940 22.39 14,722 25.40
Greenleaf Trust 18,330 22.42 18,330 25.37
Retirement Group, LLC 18,285 22.42 26,573 25.36
Capital Advisors, Ltd. LLC 17,874 22.38 19,654 25.39
Rollins Financial 17,253 22.37 10,455 25.35
Nicolet Bankshares Inc 17,007 22.40 17,007 25.40
Bokf, Na 16,840 22.39 16,840 25.36
Ambassador Advisors, LLC 16,826 25.38 16,826 25.44
Hartland & Co., LLC 16,525 22.39 16,850 25.40
Brighton Jones Llc 16,481 22.39 19,765 25.40
Wetherby Asset Management Inc 15,770 22.38 86,610 25.38
Lgl Partners, Llc 14,541 22.42 419,135 25.38
Rehmann Capital Advisory Group 14,455 22.41 14,228 25.37
Cadence Wealth Management LLC 14,308 22.37 14,941 25.37
Meridian Wealth Management, LLC 14,130 22.43 24,536 25.39
Intercontinental Wealth Advisors, LLC 13,900 22.37 11,650 25.41
Aspire Capital Advisors LLC 13,639 22.44 13,639 25.37
Salem Investment Counselors Inc 13,616 22.40 13,448 25.36
Peak Asset Management, LLC 13,094 22.38 10,336 25.35
Bigelow Investment Advisors, LLC 12,812 22.40 13,678 25.37
GeoWealth Management, LLC 12,750 22.51 15,287 25.32
One Capital Management, LLC 12,748 22.36 13,590 25.31
Steward Partners Investment Advisory, Llc 12,297 20,543 0.05
Nwam Llc 12,169 22.43 16,205 25.36
Townsquare Capital Llc 11,419 22.42 12,503 25.35
Financial Advocates Investment Management 11,361 22.36 15,018 25.37
Fiduciary Group LLC 10,856 23.40 11,889 25.57
Ironwood Investment Management Llc 10,756 22.41 10,936 25.42
Staley Capital Advisers Inc 10,689 22.36 10,689 25.35
Guardian Wealth Management, Inc. 10,249 22.44 10,196 25.40
Equitable Holdings, Inc. 10,183 22.39 24,132 25.36
Badgley Phelps Wealth Managers, LLC 10,107 22.36 15,155 25.40
Cordant, Inc. 9,985 22.43 11,426 25.38
Argent Trust Co 9,864 22.40 10,994 25.38
Franklin Resources Inc 9,565 22.37 9,565 25.41
Eaton Vance Management 9,507 22.40 10,350 25.41
Fairview Capital Investment Management, Llc 9,483 22.36 9,483 25.31
InterOcean Capital Group, LLC 9,258 22.36 15,547 25.41
Allworth Financial LP 7,723 22.40 6,756 25.31
GHP Investment Advisors, Inc. 6,481 22.37 58,445 25.37
Pnc Financial Services Group, Inc. 5,161 22.48 3,675 25.31
AlphaMark Advisors, LLC 4,370 22.43 3,021 25.49
Glassman Wealth Services 4,085 22.28 4,085 25.46
Jackson Hole Capital Partners, LLC 4,000 22.50 4,000 25.50
Crewe Advisors LLC 3,364 22.29 3,364 25.27
O'shaughnessy Asset Management, Llc 3,284 22.53 1,515 25.08
Deutsche Bank Ag\ 2,698 22.24 2,698 25.20
Howe & Rusling Inc 2,636 22.38 2,663 25.54
Guardian Wealth Advisors, Llc / Nc 2,508 22.33 2,155 25.52
Column Capital Advisors, LLC 1,953 22.53 1,953 25.60
Stonebridge Capital Advisors LLC 1,745 22.35 1,745 25.21
Investors Research Corp 1,548 22.61 1,548 25.19
Jpmorgan Chase & Co 1,129 22.14 1,262 25.36
Citigroup Inc 668 22.46 865 25.43
Lansing Street Advisors 461 21.69 462 25.97
First Horizon Advisors, Inc. 413 21.79 413 24.21
Interactive Financial Advisors 334 20.96 327 24.46
Ritter Daniher Financial Advisory LLC / DE 323 21.67 374 24.06
Zeit Capital LLC 299 23.41 299 26.76
Cribstone Capital Management, LLC 185 21.62 185 27.03
Ten Capital Wealth Advisors, LLC 180 22.22 392 25.51
AlphaCore Capital LLC 168 23.81 12,787 25.42
Heritage Wealth Management, Llc 112 26.79 82 25378.05
Tower Research Capital LLC (TRC) 111 18.02 3,005 25.29
NWK Group, Inc. 18 215 23.26
Name Current Shares Current PPS Previous Shares Previous PPS
Old Mission Capital Llc 1,117,539 22.40 0
Jane Street Group, Llc 681,631 22.40 0
Hrt Financial Lp 332,581 22.40 0
JFG Wealth Management, LLC 193,517 22.40 0
Financial Architects, Inc 39,233 22.40 0
Accurate Wealth Management, LLC 17,178 25.91 10,515 25.39
Kowal Investment Group, LLC 10,386 22.43 0
National Asset Management, Inc. 9,189 22.42 0
Providence Capital Advisors, LLC 488 22.54 0
Brown Brothers Harriman & Co 478 23.01 0
Capital Asset Advisory Services LLC 34 29.41 2,038 25.52
Transamerica Financial Advisors, Inc. 1 1000.00 53 37.74
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Old Mission Capital Llc 1,117,539 1,117,539 22.40 0 0.00
Northwestern Mutual Wealth Management Co 1,101,907 2,186,362 22.40 1,084,455 25.38 101.61
Envestnet Asset Management Inc 1,027,030 5,488,131 22.40 4,461,101 25.38 23.02
Mercer Global Advisors Inc /adv 756,451 5,119,866 22.40 4,363,415 25.38 17.34
Jane Street Group, Llc 681,631 681,631 22.40 0 0.00
Charles Schwab Investment Management Inc 650,167 9,102,735 22.40 8,452,568 25.38 7.69
Susquehanna International Group, Llp 408,156 416,296 22.40 8,140 25.43 5014.20
Johnson Financial Group, LLC 359,818 381,200 22.40 21,382 25.35 1682.81
Hrt Financial Lp 332,581 332,581 22.40 0 0.00
Your Advocates Ltd., LLP 202,802 610,529 22.40 407,727 25.38 49.74
Stifel Financial Corp 202,097 313,778 22.40 111,681 25.38 180.96
JFG Wealth Management, LLC 193,517 193,517 22.40 0 0.00
Lake Street Advisors Group, Llc 177,861 356,329 22.40 178,468 25.38 99.66
Mariner, LLC 148,094 1,258,967 22.40 1,110,873 25.38 13.33
Morgan Stanley 117,686 1,464,934 22.40 1,347,248 25.38 8.74
Callan Capital, LLC 106,186 225,998 22.40 119,812 25.38 88.63
Cresset Asset Management, LLC 53,564 435,265 22.40 381,701 25.38 14.03
Renaissance Technologies Llc 41,800 70,000 22.40 28,200 25.39 148.23
Financial Architects, Inc 39,233 39,233 22.40 0 0.00
Goldman Sachs Group Inc 34,838 46,663 22.39 11,825 25.37 294.61
Cetera Investment Advisers 28,934 385,866 22.40 356,932 25.38 8.11
Wealthspire Advisors, LLC 28,208 641,468 22.40 613,260 25.38 4.60
Advisor Group Holdings, Inc. 27,773 341,440 22.40 313,667 25.36 8.85
Brandywine Oak Private Wealth Llc 24,017 132,059 22.40 108,042 25.38 22.23
HC Advisors, LLC 22,795 245,004 22.40 222,209 25.38 10.26
Reston Wealth Management Llc 20,173 106,222 22.40 86,049 25.38 23.44
Zacks Investment Management 16,918 33,091 22.39 16,173 25.35 104.61
Chicago Partners Investment Group LLC 16,894 56,227 22.91 39,333 25.12 42.95
Fortis Capital Management LLC 16,438 88,781 22.40 72,343 25.38 22.72
Ameritas Advisory Services, LLC 14,015 34,062 22.40 20,047 25.39 69.91
Moneta Group Investment Advisors Llc 13,116 837,545 22.40 824,429 25.38 1.59
Bell Investment Advisors, Inc 12,848 81,938 22.39 69,090 25.39 18.60
Quadrant Capital Group Llc 12,802 92,333 22.40 79,531 25.37 16.10
Bank of New York Mellon Corp 12,545 489,436 22.40 476,891 25.38 2.63
Two Sigma Securities, Llc 12,508 23,091 22.39 10,583 25.42 118.19
Rainsberger Wealth Advisors, Inc. 12,324 281,683 22.40 269,359 25.38 4.58
Souders Financial Advisors 11,756 84,075 22.40 72,319 25.37 16.26
Kowal Investment Group, LLC 10,386 10,386 22.43 0 0.00
True North Advisors, LLC 9,695 32,112 22.39 22,417 25.34 43.25
National Asset Management, Inc. 9,189 9,189 22.42 0 0.00
Dorsey & Whitney Trust CO LLC 9,180 38,472 22.38 29,292 25.37 31.34
Visionary Wealth Advisors 8,099 467,330 22.40 459,231 25.38 1.76
Joseph Group Capital Management 7,316 174,465 22.40 167,149 25.38 4.38
Radnor Financial Advisors, LLC 7,166 658,831 22.40 651,665 25.38 1.10
Rollins Financial 6,798 17,253 22.37 10,455 25.35 65.02
HBK Sorce Advisory LLC 6,678 273,009 22.40 266,331 25.38 2.51
Financial Advisory Group 6,677 226,224 22.40 219,547 25.38 3.04
Accurate Wealth Management, LLC 6,663 17,178 25.91 10,515 25.39 63.37
Ami Investment Management Inc 6,398 165,660 22.40 159,262 25.38 4.02
Brown Advisory Inc 5,755 26,106 22.41 20,351 25.36 28.28
Nations Financial Group Inc, /ia/ /adv 5,314 165,557 22.40 160,243 25.38 3.32
Summit Wealth & Retirement Planning, Inc. 5,139 327,057 22.40 321,918 25.38 1.60
Boyer & Corporon Wealth Management, LLC 4,880 150,496 22.40 145,616 25.38 3.35
Operose Advisors LLC 4,850 63,066 22.41 58,216 25.39 8.33
Vivaldi Capital Management, LLC 4,814 70,534 22.78 65,720 25.38 7.33
Ameriprise Financial Inc 4,703 115,229 22.37 110,526 25.38 4.26
MCF Advisors LLC 4,218 18,940 22.39 14,722 25.40 28.65
Ballast Advisors Llc 4,183 207,025 22.40 202,842 25.38 2.06
SigFig Wealth Management, LLC 3,894 271,233 26.56 267,339 28.79 1.46
Carmichael Hill & Associates, Inc. 3,675 41,341 22.40 37,666 25.38 9.76
Cetera Advisors LLC 3,223 21,907 22.41 18,684 25.37 17.25
Seacrest Wealth Management, Llc 2,846 41,978 22.39 39,132 25.38 7.27
Peak Asset Management, LLC 2,758 13,094 22.38 10,336 25.35 26.68
Intercontinental Wealth Advisors, LLC 2,250 13,900 22.37 11,650 25.41 19.31
Jackson Creek Investment Advisors LLC 2,198 77,338 22.40 75,140 25.13 2.93
Blueprint Investment Partners LLC 2,027 23,572 22.40 21,545 25.39 9.41
Pinkerton Retirement Specialists, LLC 2,019 37,680 22.40 35,661 25.38 5.66
Ausdal Financial Partners, Inc. 1,873 44,103 22.40 42,230 25.38 4.44
O'shaughnessy Asset Management, Llc 1,769 3,284 22.53 1,515 25.08 116.77
Valley Forge Investment Consultants Inc Adv 1,766 38,204 22.41 36,438 25.39 4.85
Change Path, LLC 1,497 116,901 22.40 115,404 25.38 1.30
Pnc Financial Services Group, Inc. 1,486 5,161 22.48 3,675 25.31 40.44
Gould Asset Management Llc /ca/ 1,485 19,725 22.41 18,240 25.38 8.14
Altfest L J & Co Inc 1,484 37,914 22.39 36,430 25.39 4.07
AlphaMark Advisors, LLC 1,349 4,370 22.43 3,021 25.49 44.65
Peapack Gladstone Financial Corp 1,262 56,624 22.39 55,362 25.38 2.28
Allworth Financial LP 967 7,723 22.40 6,756 25.31 14.31
Cetera Advisor Networks LLC 908 37,263 22.41 36,355 25.39 2.50
Madden Advisory Services, Inc. 880 25,782 22.42 24,902 25.38 3.53
Providence Capital Advisors, LLC 488 488 22.54 0 0.00
Brown Brothers Harriman & Co 478 478 23.01 0 0.00
Guardian Wealth Advisors, Llc / Nc 353 2,508 22.33 2,155 25.52 16.38
Rehmann Capital Advisory Group 227 14,455 22.41 14,228 25.37 1.60
Salem Investment Counselors Inc 168 13,616 22.40 13,448 25.36 1.25
Roundview Capital LLC 160 98,633 22.40 98,473 25.38 0.16
Guardian Wealth Management, Inc. 53 10,249 22.44 10,196 25.40 0.52
Heritage Wealth Management, Llc 30 112 26.79 82 25378.05 36.59
Interactive Financial Advisors 7 334 20.96 327 24.46 2.14
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Charles Schwab Investment Advisory, Inc. 3,413,964 77,494,057 22.40 80,908,021 25.38 -4.22
Financial Engines Advisors L.L.C. 2,163,041 21,607,554 22.40 23,770,595 25.38 -9.10
Mather Group, Llc. 555,415 3,872,093 22.40 4,427,508 25.38 -12.54
Fft Wealth Management Llc 404,805 300,760 22.40 705,565 25.38 -57.37
Lgl Partners, Llc 404,594 14,541 22.42 419,135 25.38 -96.53
Flow Traders U.s. Llc 343,233 51,429 22.40 394,662 25.38 -86.97
55i, Llc 286,466 95,919 22.39 382,385 25.38 -74.92
United Capital Financial Advisers, Llc 251,129 343,744 22.40 594,873 25.38 -42.22
Apriem Advisors 161,919 384,583 22.40 546,502 25.38 -29.63
Cerity Partners LLC 134,513 410,377 22.40 544,890 25.37 -24.69
Fmr Llc 130,213 1,539,627 22.40 1,669,840 25.38 -7.80
Royal Bank Of Canada 125,691 75,847 22.41 201,538 25.38 -62.37
Bank Of America Corp /de/ 87,523 244,655 22.40 332,178 25.38 -26.35
Wetherby Asset Management Inc 70,840 15,770 22.38 86,610 25.38 -81.79
HighTower Advisors, LLC 60,583 5,992,771 22.40 6,053,354 25.38 -1.00
GHP Investment Advisors, Inc. 51,964 6,481 22.37 58,445 25.37 -88.91
Integrated Wealth Concepts LLC 50,190 27,575 22.41 77,765 25.38 -64.54
Destination Wealth Management 49,406 71,485 22.40 120,891 25.38 -40.87
First Foundation Advisors 39,448 20,254 22.42 59,702 25.38 -66.07
Wells Fargo & Company/mn 38,589 512,848 22.40 551,437 25.38 -7.00
MAI Capital Management 33,617 93,047 22.40 126,664 25.38 -26.54
UBS Group AG 25,763 640,072 22.40 665,835 25.38 -3.87
Mml Investors Services, Llc 22,113 181,805 22.40 203,918 25.38 -10.84
Fort Point Capital Partners LLC 17,405 53,388 22.40 70,793 25.38 -24.59
Beacon Pointe Advisors, LLC 15,653 127,062 22.38 142,715 25.41 -10.97
Equitable Holdings, Inc. 13,949 10,183 22.39 24,132 25.36 -57.80
New York Life Investment Management Llc 13,494 89,608 22.40 103,102 25.37 -13.09
AlphaCore Capital LLC 12,619 168 23.81 12,787 25.42 -98.69
BlackRock Inc. 12,601 280,783 22.40 293,384 25.38 -4.30
SCS Capital Management LLC 12,523 774,098 22.40 786,621 25.38 -1.59
Towercrest Capital Management 12,452 443,461 22.40 455,913 25.38 -2.73
Freestone Capital Holdings, LLC 10,426 34,000 22.41 44,426 25.39 -23.47
Meridian Wealth Management, LLC 10,406 14,130 22.43 24,536 25.39 -42.41
Parallel Advisors, LLC 10,087 205,794 22.40 215,881 25.38 -4.67
Berkshire Asset Management Llc/pa 9,816 119,582 22.40 129,398 25.38 -7.59
First Manhattan Co 9,348 38,991 22.39 48,339 25.36 -19.34
Retirement Group, LLC 8,288 18,285 22.42 26,573 25.36 -31.19
Steward Partners Investment Advisory, Llc 8,246 12,297 20,543 0.05 -40.14
Allen Capital Group, LLC 8,027 20,853 22.39 28,880 25.38 -27.79
Landmark Financial Advisors, LLC 7,546 19,334 22.40 26,880 25.37 -28.07
Tradition Wealth Management, LLC 6,499 176,637 22.40 183,136 25.38 -3.55
InterOcean Capital Group, LLC 6,289 9,258 22.36 15,547 25.41 -40.45
RKL Wealth Management LLC 6,139 457,435 22.40 463,574 25.38 -1.32
Badgley Phelps Wealth Managers, LLC 5,048 10,107 22.36 15,155 25.40 -33.31
Pfs Investments Inc. 4,951 445,843 22.40 450,794 25.38 -1.10
Firestone Capital Management 4,883 66,488 22.40 71,371 25.37 -6.84
Portfolio Solutions, LLC 4,820 215,904 22.40 220,724 25.38 -2.18
Strategic Financial Planning, Inc. 4,313 213,548 22.40 217,861 25.38 -1.98
Buckingham Strategic Partners 4,236 31,196 22.41 35,432 25.37 -11.96
Nwam Llc 4,036 12,169 22.43 16,205 25.36 -24.91
Marshall Financial Group Inc /adv 3,912 73,208 22.40 77,120 25.38 -5.07
Frontier Asset Management, LLC 3,879 41,711 22.39 45,590 25.38 -8.51
Commonwealth Equity Services, Llc 3,838 114,544 22.39 118,382 25.38 -3.24
LPL Financial LLC 3,776 474,196 22.40 477,972 25.38 -0.79
Financial Advocates Investment Management 3,657 11,361 22.36 15,018 25.37 -24.35
Brighton Jones Llc 3,284 16,481 22.39 19,765 25.40 -16.62
Roble, Belko & Company, Inc 3,140 77,951 22.40 81,091 25.38 -3.87
Facet Wealth, Inc. 3,042 33,788 22.91 36,830 25.39 -8.26
Tower Research Capital LLC (TRC) 2,894 111 18.02 3,005 25.29 -96.31
Bank Of Montreal /can/ 2,710 67,125 24.04 69,835 25.60 -3.88
GeoWealth Management, LLC 2,537 12,750 22.51 15,287 25.32 -16.60
Baird Financial Group, Inc. 2,244 49,269 22.41 51,513 25.37 -4.36
Buckingham Capital Management, Inc. 2,152 210,998 22.40 213,150 25.38 -1.01
Falcon Wealth Planning 2,019 27,015 22.39 29,034 25.38 -6.95
Capital Asset Advisory Services LLC 2,004 34 29.41 2,038 25.52 -98.33
Orcam Financial Group 2,000 90,165 22.40 92,165 25.38 -2.17
Congress Wealth Management LLC / DE / 1,921 43,710 22.40 45,631 25.38 -4.21
Laidlaw Wealth Management LLC 1,842 29,242 22.40 31,084 25.38 -5.93
Capital Advisors, Ltd. LLC 1,780 17,874 22.38 19,654 25.39 -9.06
Geneos Wealth Management Inc. 1,671 247,731 22.40 249,402 25.25 -0.67
Holistic Financial Partners 1,446 412,496 22.40 413,942 25.38 -0.35
Cordant, Inc. 1,441 9,985 22.43 11,426 25.38 -12.61
Argent Trust Co 1,130 9,864 22.40 10,994 25.38 -10.28
Townsquare Capital Llc 1,084 11,419 22.42 12,503 25.35 -8.67
Fiduciary Group LLC 1,033 10,856 23.40 11,889 25.57 -8.69
Alesco Advisors Llc 935 21,361 22.38 22,296 25.39 -4.19
Bigelow Investment Advisors, LLC 866 12,812 22.40 13,678 25.37 -6.33
Eaton Vance Management 843 9,507 22.40 10,350 25.41 -8.14
One Capital Management, LLC 842 12,748 22.36 13,590 25.31 -6.20
Coastwise Capital Group, LLC 816 21,932 22.39 22,748 25.36 -3.59
Creegan & Nassoura Financial Group, LLC 750 20,240 22.38 20,990 25.39 -3.57
Evermay Wealth Management Llc 735 20,497 22.39 21,232 25.39 -3.46
Blue Bell Private Wealth Management, Llc 704 33,210 22.40 33,914 25.39 -2.08
Cadence Wealth Management LLC 633 14,308 22.37 14,941 25.37 -4.24
Wade G W & Inc 518 30,203 22.41 30,721 25.39 -1.69
Asset Management Group, Inc. 414 106,516 22.40 106,930 25.38 -0.39
Lido Advisors, LLC 390 35,575 22.38 35,965 25.36 -1.08
Aspen Investment Management Inc 380 28,088 22.39 28,468 25.40 -1.33
BSW Wealth Partners 377 38,516 22.41 38,893 25.38 -0.97
Athena Investment Management 332 35,140 22.40 35,472 25.37 -0.94
Hartland & Co., LLC 325 16,525 22.39 16,850 25.40 -1.93
Johnson Investment Counsel Inc 278 41,115 22.40 41,393 25.39 -0.67
Blair William & Co/il 262 21,451 22.42 21,713 25.38 -1.21
Cahill Financial Advisors Inc 253 27,586 22.40 27,839 25.40 -0.91
Journey Advisory Group, LLC 228 29,657 22.39 29,885 24.93 -0.76
Sigma Planning Corp 213 29,486 22.38 29,699 25.39 -0.72
Ten Capital Wealth Advisors, LLC 212 180 22.22 392 25.51 -54.08
Citigroup Inc 197 668 22.46 865 25.43 -22.77
NWK Group, Inc. 197 18 215 23.26 -91.63
Ironwood Investment Management Llc 180 10,756 22.41 10,936 25.42 -1.65
Jpmorgan Chase & Co 133 1,129 22.14 1,262 25.36 -10.54
Transamerica Financial Advisors, Inc. 52 1 1000.00 53 37.74 -98.11
Ritter Daniher Financial Advisory LLC / DE 51 323 21.67 374 24.06 -13.64
Howe & Rusling Inc 27 2,636 22.38 2,663 25.54 -1.01
Lansing Street Advisors 1 461 21.69 462 25.97 -0.22
Name Current Puts
Wolverine Trading, Llc 11,500
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Name
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