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 568 139.00 24.88 28.51
Previous Quarter 601 191.00 24.89 29.20

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 12 130 104 4 60 33
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 6 7 51 3 31 17
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 828 0.00 0.00 0 0.00 0.00
Previous Quarter 828 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. 48,156,520 24.89
Financial Engines Advisors L.L.C. 34,383,924 24.89
Creative Planning 28,636,584 24.89
Charles Schwab Investment Management Inc 18,278,255 24.89
Us Bancorp \de\ 17,545,667 24.89
Fmr Llc 6,536,666 24.89
Envestnet Asset Management Inc 6,292,208 24.89
Jones Financial Companies Lllp 4,802,559 24.40
Rational Advisors Llc 3,556,777 24.89
HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF 3,300,950 23.98
Pnc Financial Services Group, Inc. 3,047,788 24.89
Moneta Group Investment Advisors Llc 2,651,225 24.89
Matrix Trust Co 2,011,870 24.89
SWEGX - Schwab MarketTrack All Equity Portfolio Investor Shares 1,689,940 23.98
SWYEX - Schwab Target 2030 Index Fund 1,557,549 24.89
SWHGX - Schwab MarketTrack Growth Portfolio Investor Shares 1,548,822 23.98
SWYGX - Schwab Target 2040 Index Fund 1,531,117 24.89
Healthcare Of Ontario Pension Plan Trust Fund 1,400,000 24.89
SWYMX - Schwab Target 2050 Index Fund 1,213,401 24.89
SWYFX - Schwab Target 2035 Index Fund 1,078,709 24.89

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. 48,156,520 24.89
Financial Engines Advisors L.L.C. 34,383,924 24.89
Creative Planning 28,636,584 24.89
Charles Schwab Investment Management Inc 18,278,255 24.89
Us Bancorp \de\ 17,545,667 24.89
Fmr Llc 6,536,666 24.89
Envestnet Asset Management Inc 6,292,208 24.89
Jones Financial Companies Lllp 4,802,559 24.40
Rational Advisors Llc 3,556,777 24.89
Pnc Financial Services Group, Inc. 3,047,788 24.89
Moneta Group Investment Advisors Llc 2,651,225 24.89
Matrix Trust Co 2,011,870 24.89
HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF 1,827,000 48.50
Tradewinds Capital Management, LLC 1,557,898 24.89
SWYEX - Schwab Target 2030 Index Fund 1,557,549 24.89
SWYGX - Schwab Target 2040 Index Fund 1,531,117 24.89
Healthcare Of Ontario Pension Plan Trust Fund 1,400,000 24.89
SWYMX - Schwab Target 2050 Index Fund 1,213,401 24.89
SWYFX - Schwab Target 2035 Index Fund 1,078,709 24.89
SWYNX - Schwab Target 2060 Index Fund 969,685 24.89

 

Recent Quarter Analysis

Name Shares PPS
Oak Asset Management, LLC 372,585 21.09
Procyon Private Wealth Partners, LLC 113,586 21.09
Waypoint Capital Advisors, LLC 94,893 21.09
Bell Rock Capital Llc 26,171 21.09
New England Guild Wealth Advisors, Inc. 17,620 21.11
S.C. Financial Services, Inc. 16,253 21.10
Tfo-tdc, Llc 2,053 20.94
Optimum Investment Advisors 1,955 20.97
North Star Investment Management Corp. 994 21.13
Mv Capital Management, Inc. 808 21.04
Strategic Asset Management, LLC 57 17.54
SYM FINANCIAL Corp 26 38.46
Name Shares PPS
Centric Wealth Management 97,428 24.89
Cliftonlarsonallen Wealth Advisors, Llc 29,920 24.90
Susquehanna International Group, Llp 25,900 24.90
Moors & Cabot, Inc. 25,000 1.00
Managed Account Services Inc 16,245 45.68
HB Wealth Management, LLC 13,482 24.92
Citadel Advisors Llc 12,600 24.92
IFP Advisors, Inc 11,278 52.93
McMahon Financial Advisors, LLC 10,995 1.09
Ferguson Wellman Capital Management, Inc 9,256 24.85
Stone Asset Management Inc. 8,761 24.88
Sequoia Financial Advisors, LLC 8,687 24.86
Hengehold Capital Management Llc 8,607 24.86
Brookstone Capital Management 8,554 25.02
Homrich & Berg 8,472 45.68
TCHDX - Transamerica ClearTrack 2035 R6 7,431 48.85
TCRTX - Transamerica ClearTrack 2040 R1 6,071 48.92
Harborview Advisors, LLC 5,743 45.62
TCPTX - Transamerica ClearTrack 2045 R1 4,253 48.91
Future Financial Wealth Managment LLC 3,800 25.00
TRNTX - Transamerica ClearTrack 2050 R1 3,616 48.95
Gemmer Asset Management LLC 3,113 24.73
Asset Dedication, LLC 2,757 25.03
Optimum Investment Advisors 1,886 24.92
Vigilant Capital Management, LLC 1,314 25.11
Wealth Quarterback LLC 1,153
Element Wealth, LLC 1,094 24.68
Sonora Investment Management, LLC 1,014 45.36
Carroll Financial Associates, Inc. 978 51.12
Sandy Spring Bank 200 25.00
TCTOX - Transamerica ClearTrack 2055 Class R1 111 45.05
TCSOX - Transamerica ClearTrack 2060 Class R1 104 48.08
Global Trust Asset Management, LLC 72 27.78
Herold Advisors, Inc. 62 24887.10
Win Advisors, Inc 36 27.78
Fifth Third Bancorp
First Command Bank
CENTRAL TRUST Co
Paradigm, Strategies in Wealth Management, LLC
Ckw Financial Group
Savior LLC
Loveless Wealth Management LLC
Gladstone Institutional Advisory LLC
Rinkey Investments
John W. Brooker & Co., CPAs
Oppenheimer & Co Inc
Compass Ion Advisors, LLC
Ahl Investment Management, Inc.
Lakeview Capital Partners, LLC
Beaird Harris Wealth Management, LLC
Oxford Financial Group Ltd
Eagle Bay Advisors LLC
Resolute Advisors LLC
First Horizon Advisors, Inc.
Wagner Wealth Management, Llc
Millennium Management Llc
Jacobi Capital Management LLC
Piershale Financial Group, Inc.
Virtue Capital Management, LLC
Acorn Wealth Advisors, LLC
First Hawaiian Bank
CoreCap Advisors, LLC
Eaton Vance Management
Optiver Holding B.V.
Solitude Financial Services
Pacific Center for Financial Services
Comprehensive Financial Consultants Institutional, Inc.
First Command Financial Services, Inc.
Alberta Investment Management Corp
Capital Wealth Planning, LLC
Hamilton Wealth, LLC
Main Street Financial Solutions, LLC
Delta Asset Management Llc/tn
Peloton Wealth Strategists
Arjuna Capital
Liberty Wealth Management Llc
IFS Advisors, LLC
Hudock, Inc.
Coastal Capital Group, Inc.
PEAK6 Investments LLC
Total Clarity Wealth Management, Inc.
Farmers & Merchants Investments Inc
Old Second National Bank Of Aurora
Enterprise Financial Services Corp
PSI Advisors, LLC
Wolverine Trading, Llc
Rainey & Randall Investment Management Inc.
Balentine LLC
Glassman Wealth Services
Q3 Asset Management
Atlas Private Wealth Advisors
Genesee Capital Advisors, LLC
Wealthcare Advisory Partners LLC
First Mercantile Trust Co
Financial Connections Group, Inc.
Strategic Blueprint, LLC
Sterling Financial Planning, Inc.
Filbrandt Wealth Management, LLC
Pin Oak Investment Advisors Inc
Nauset Wealth Management. LLC
Taylor, Cottrill, Erickson & Associates, Inc.
PFG Advisors
Simplex Trading, Llc
Old Mission Capital Llc
Arkadios Wealth Advisors
Snowden Capital Advisors LLC
Robbins Farley Llc
Angeles Investment Advisors, LLC
Budros, Ruhlin & Roe, Inc.
CIBC Private Wealth Group, LLC
Renaissance Technologies Llc
Huntington National Bank
DB Wealth Management Group, LLC
Fifth Third Securities, Inc.
Red Door Wealth Management, LLC
Lenox Wealth Advisors, LLC
North Star Asset Management Inc
TAP Consulting, LLC
Running Point Capital Advisors, LLC
Versant Capital Management, Inc
Slow Capital, Inc.
Andrew Hill Investment Advisors, Inc.
Advisory Services Network, LLC
Truvestments Capital Llc
Choate Investment Advisors
HBW Advisory Services LLC
IAM Advisory, LLC
Gerber Kawasaki Wealth & Investment Management
Franklin Resources Inc
Barclays Plc
Name Current Shares Current PPS Previous Shares Previous PPS
HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF 3,300,950 23.98 1,827,000 48.50
SWEGX - Schwab MarketTrack All Equity Portfolio Investor Shares 1,689,940 23.98 844,970 48.50
SWHGX - Schwab MarketTrack Growth Portfolio Investor Shares 1,548,822 23.98 774,411 48.50
WMMRX - Wilmington Real Asset Fund Class A Shares 819,200 23.98 409,600 48.50
Millburn Ridgefield Corp 770,567 21.09 575,331 24.89
SWBGX - Schwab MarketTrack Balanced Portfolio Investor Shares 754,496 23.98 383,362 48.50
Wealthfront Advisers Llc 605,061 21.09 513,750 24.89
Elm Partners Management LLC 510,000 21.09 510,000 24.89
Tradewinds Capital Management, LLC 440,753 21.09 1,557,898 24.89
Courage Miller Partners, LLC 372,585 21.09 370,890 24.89
Krilogy Financial LLC 316,423 21.09 281,750 24.89
Omega Financial Group, LLC 302,343 21.09 306,880 24.89
Wealth Management Resources, Inc. 263,536 21.09 261,709 24.89
SWCGX - Schwab MarketTrack Conservative Portfolio Investor Shares 245,462 23.98 126,680 48.50
Cornerstone Wealth Advisors, Inc. 235,960 21.09 216,316 24.89
Capital Insight Partners, Llc 222,294 21.09 228,217 24.89
Charles Schwab Trust Co 221,820 21.09 210,760 24.89
Gunma Bank,Ltd. 221,000 21.09 126,000 24.89
Appleton Partners Inc/ma 161,583 21.09 157,898 24.89
Geneos Wealth Management Inc. 151,282 21.46 151,055 24.88
Name Current Shares Current PPS Previous Shares Previous PPS
First National Corp /ma/ /adv 25,731 21.10 0
Hexagon Capital Partners LLC 1,462 21.20 0
Lehman & Derafelo Financial Resources LLC 356 22.47 0
Newbridge Financial Services Group, Inc. 199 20.10 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF 1,473,950 3,300,950 23.98 1,827,000 48.50 80.68
SWEGX - Schwab MarketTrack All Equity Portfolio Investor Shares 844,970 1,689,940 23.98 844,970 48.50 100.00
SWHGX - Schwab MarketTrack Growth Portfolio Investor Shares 774,411 1,548,822 23.98 774,411 48.50 100.00
WMMRX - Wilmington Real Asset Fund Class A Shares 409,600 819,200 23.98 409,600 48.50 100.00
SWBGX - Schwab MarketTrack Balanced Portfolio Investor Shares 371,134 754,496 23.98 383,362 48.50 96.81
Millburn Ridgefield Corp 195,236 770,567 21.09 575,331 24.89 33.93
SWCGX - Schwab MarketTrack Conservative Portfolio Investor Shares 118,782 245,462 23.98 126,680 48.50 93.77
Gunma Bank,Ltd. 95,000 221,000 21.09 126,000 24.89 75.40
Wealthfront Advisers Llc 91,311 605,061 21.09 513,750 24.89 17.77
Krilogy Financial LLC 34,673 316,423 21.09 281,750 24.89 12.31
Whelan Financial 30,626 48,084 21.09 17,458 24.92 175.43
First National Corp /ma/ /adv 25,731 25,731 21.10 0 0.00
Means Investment Co., Inc. 24,235 44,200 21.09 19,965 24.89 121.39
Cornerstone Wealth Advisors, Inc. 19,644 235,960 21.09 216,316 24.89 9.08
Orion Portfolio Solutions, LLC 15,093 30,064 21.09 14,971 24.91 100.81
Everhart Financial Group, Inc. 13,818 23,404 21.11 9,586 24.93 144.15
Platte River Wealth Advisors, LLC 12,490 60,428 21.08 47,938 24.89 26.05
JNBA Financial Advisors 12,374 12,924 21.12 550 25.45 2249.82
Charles Schwab Trust Co 11,060 221,820 21.09 210,760 24.89 5.25
Wbh Advisory Inc 9,904 57,036 21.27 47,132 25.18 21.01
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Tradewinds Capital Management, LLC 1,117,145 440,753 21.09 1,557,898 24.89 -71.71
B&D White Capital Company, LLC 172,027 26,288 21.07 198,315 24.89 -86.74
Worth Asset Management, LLC 137,648 2,328 20.62 139,976 21.76 -98.34
Cambridge Investment Research Advisors, Inc. 71,601 86,156 21.09 157,757 24.89 -45.39
Gradient Capital Advisors, LLC 38,442 91,482 21.09 129,924 24.89 -29.59
Spinnaker Investment Group, LLC 27,361 34,122 21.10 61,483 25.39 -44.50
Lutz Financial Services LLC 27,174 39,054 21.10 66,228 24.88 -41.03
Stratos Wealth Advisors, LLC 19,978 119,844 21.09 139,822 24.89 -14.29
Spire Wealth Management 17,121 1,764 20.98 18,885 24.89 -90.66
Tanglewood Wealth Management, Inc. 16,012 9,662 21.11 25,674 24.89 -62.37
Stokes Capital Advisors, LLC 11,598 38,826 21.09 50,424 24.89 -23.00
AdvisorNet Financial, Inc 6,148 8,658 21.14 14,806 24.92 -41.52
Capital Insight Partners, Llc 5,923 222,294 21.09 228,217 24.89 -2.60
Omega Financial Group, LLC 4,537 302,343 21.09 306,880 24.89 -1.48
Upper Left Wealth Management, LLC 3,815 150,225 21.09 154,040 25.41 -2.48
Marotta Asset Management 2,749 28,137 21.47 30,886 24.90 -8.90
Acorn Financial Advisory Services Inc /adv 2,409 16,624 20.93 19,033 24.75 -12.66
Camelot Portfolios, LLC 1,923 17,247 21.11 19,170 24.88 -10.03
APCM Wealth Management for Individuals 1,539 48,688 21.09 50,227 24.89 -3.06
Money Concepts Capital Corp 1,490 1,634 21.42 3,124 24.97 -47.70
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

Past Week Analysis

Name Shares PPS
Waypoint Capital Advisors, LLC 94,893 21.09
Bell Rock Capital Llc 26,171 21.09
Tfo-tdc, Llc 2,053 20.94
North Star Investment Management Corp. 994 21.13
Mv Capital Management, Inc. 808 21.04
SYM FINANCIAL Corp 26 38.46
Name Shares PPS
Sequoia Financial Advisors, LLC 8,687 24.86
Sandy Spring Bank 200 25.00
Win Advisors, Inc 36 27.78
Element Wealth, LLC 1,094 24.68
Gemmer Asset Management LLC 3,113 24.73
Hengehold Capital Management Llc 8,607 24.86
Asset Dedication, LLC 2,757 25.03
Name Current Shares Current PPS Previous Shares Previous PPS
Millburn Ridgefield Corp 770,567 21.09 575,331 24.89
Wealthfront Advisers Llc 605,061 21.09 513,750 24.89
Elm Partners Management LLC 510,000 21.09 510,000 24.89
Tradewinds Capital Management, LLC 440,753 21.09 1,557,898 24.89
Courage Miller Partners, LLC 372,585 21.09 370,890 24.89
Wealth Management Resources, Inc. 263,536 21.09 261,709 24.89
Cornerstone Wealth Advisors, Inc. 235,960 21.09 216,316 24.89
Capital Insight Partners, Llc 222,294 21.09 228,217 24.89
Charles Schwab Trust Co 221,820 21.09 210,760 24.89
Gunma Bank,Ltd. 221,000 21.09 126,000 24.89
Geneos Wealth Management Inc. 151,282 21.46 151,055 24.88
Truist Financial Corp 144,219 21.09 135,153 24.89
Stratos Wealth Advisors, LLC 119,844 21.09 139,822 24.89
Gradient Capital Advisors, LLC 91,482 21.09 129,924 24.89
Ballast Advisors Llc 76,907 21.09 75,381 24.89
MAI Capital Management 70,747 21.09 70,117 24.89
Commonwealth Equity Services, Llc 59,093 21.09 58,589 24.89
Whelan Financial 48,084 21.09 17,458 24.92
Means Investment Co., Inc. 44,200 21.09 19,965 24.89
Lutz Financial Services LLC 39,054 21.10 66,228 24.88
Spinnaker Investment Group, LLC 34,122 21.10 61,483 25.39
Western Wealth Management, LLC 32,428 21.09 32,204 24.90
Peterson Wealth Advisors, LLC 30,382 21.10 27,401 24.89
Marotta Asset Management 28,137 21.47 30,886 24.90
JTC Employer Solutions Trusteee Ltd 27,875 21.09 25,975 24.91
D.B. Root & Company, LLC 24,405 21.06 25,031 24.89
Alpha Omega Wealth Management LLC 22,411 21.11 21,781 24.88
Cambridge Advisors Inc. 17,568 21.12 16,116 24.88
Camelot Portfolios, LLC 17,247 21.11 19,170 24.88
CWA Asset Management Group, LLC 16,490 21.10 15,046 24.86
Umb Bank N A/mo 14,743 21.09 10,972 24.88
Foster Victor Wealth Advisors, LLC 13,337 21.37 13,511 25.53
JNBA Financial Advisors 12,924 21.12 550 25.45
Galvin, Gaustad & Stein, LLC 10,393 21.07 8,983 24.94
Savant Capital, LLC 10,296 21.08 8,782 24.94
Bigelow Investment Advisors, LLC 10,237 21.10 10,262 24.85
Tanglewood Wealth Management, Inc. 9,662 21.11 25,674 24.89
Brand Asset Management Group, Inc. 9,575 21.10 10,299 24.86
Capital Investment Advisory Services, LLC 3,493 21.19 2,895 24.87
Spire Wealth Management 1,764 20.98 18,885 24.89
Money Concepts Capital Corp 1,634 21.42 3,124 24.97
Shearwater Capital LLC 1,498 140.85 1,512 164.02
Charter Oak Capital Management, LLC 1,256 20.70 120 50.00
TCI Wealth Advisors, Inc. 1,102 20.87 1,102 25.41
Investors Research Corp 885 21.47 839 25.03
Life Planning Partners, Inc 742 21.56 742 24.26
Gpwm Llc 343 20.41 364 24.73
GPS Wealth Strategies Group, LLC 304 19.74 304 26.32
Bogart Wealth, LLC 273 21.98 22 45.45
Ellevest, Inc. 150 20.00 150 26.67
Horan Securities, Inc. 20 20 50.00
Name Current Shares Current PPS Previous Shares Previous PPS
First National Corp /ma/ /adv 25,731 21.10 0
Hexagon Capital Partners LLC 1,462 21.20 0
Lehman & Derafelo Financial Resources LLC 356 22.47 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Millburn Ridgefield Corp 195,236 770,567 21.09 575,331 24.89 33.93
Gunma Bank,Ltd. 95,000 221,000 21.09 126,000 24.89 75.40
Wealthfront Advisers Llc 91,311 605,061 21.09 513,750 24.89 17.77
Whelan Financial 30,626 48,084 21.09 17,458 24.92 175.43
First National Corp /ma/ /adv 25,731 25,731 21.10 0 0.00
Means Investment Co., Inc. 24,235 44,200 21.09 19,965 24.89 121.39
Cornerstone Wealth Advisors, Inc. 19,644 235,960 21.09 216,316 24.89 9.08
JNBA Financial Advisors 12,374 12,924 21.12 550 25.45 2249.82
Charles Schwab Trust Co 11,060 221,820 21.09 210,760 24.89 5.25
Truist Financial Corp 9,066 144,219 21.09 135,153 24.89 6.71
Umb Bank N A/mo 3,771 14,743 21.09 10,972 24.88 34.37
Peterson Wealth Advisors, LLC 2,981 30,382 21.10 27,401 24.89 10.88
JTC Employer Solutions Trusteee Ltd 1,900 27,875 21.09 25,975 24.91 7.31
Wealth Management Resources, Inc. 1,827 263,536 21.09 261,709 24.89 0.70
Courage Miller Partners, LLC 1,695 372,585 21.09 370,890 24.89 0.46
Ballast Advisors Llc 1,526 76,907 21.09 75,381 24.89 2.02
Savant Capital, LLC 1,514 10,296 21.08 8,782 24.94 17.24
Hexagon Capital Partners LLC 1,462 1,462 21.20 0 0.00
Cambridge Advisors Inc. 1,452 17,568 21.12 16,116 24.88 9.01
CWA Asset Management Group, LLC 1,444 16,490 21.10 15,046 24.86 9.60
Galvin, Gaustad & Stein, LLC 1,410 10,393 21.07 8,983 24.94 15.70
Charter Oak Capital Management, LLC 1,136 1,256 20.70 120 50.00 946.67
MAI Capital Management 630 70,747 21.09 70,117 24.89 0.90
Alpha Omega Wealth Management LLC 630 22,411 21.11 21,781 24.88 2.89
Capital Investment Advisory Services, LLC 598 3,493 21.19 2,895 24.87 20.66
Commonwealth Equity Services, Llc 504 59,093 21.09 58,589 24.89 0.86
Lehman & Derafelo Financial Resources LLC 356 356 22.47 0 0.00
Bogart Wealth, LLC 251 273 21.98 22 45.45 1140.91
Geneos Wealth Management Inc. 227 151,282 21.46 151,055 24.88 0.15
Western Wealth Management, LLC 224 32,428 21.09 32,204 24.90 0.70
Investors Research Corp 46 885 21.47 839 25.03 5.48
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Tradewinds Capital Management, LLC 1,117,145 440,753 21.09 1,557,898 24.89 -71.71
Gradient Capital Advisors, LLC 38,442 91,482 21.09 129,924 24.89 -29.59
Spinnaker Investment Group, LLC 27,361 34,122 21.10 61,483 25.39 -44.50
Lutz Financial Services LLC 27,174 39,054 21.10 66,228 24.88 -41.03
Stratos Wealth Advisors, LLC 19,978 119,844 21.09 139,822 24.89 -14.29
Spire Wealth Management 17,121 1,764 20.98 18,885 24.89 -90.66
Tanglewood Wealth Management, Inc. 16,012 9,662 21.11 25,674 24.89 -62.37
Capital Insight Partners, Llc 5,923 222,294 21.09 228,217 24.89 -2.60
Marotta Asset Management 2,749 28,137 21.47 30,886 24.90 -8.90
Camelot Portfolios, LLC 1,923 17,247 21.11 19,170 24.88 -10.03
Money Concepts Capital Corp 1,490 1,634 21.42 3,124 24.97 -47.70
Brand Asset Management Group, Inc. 724 9,575 21.10 10,299 24.86 -7.03
D.B. Root & Company, LLC 626 24,405 21.06 25,031 24.89 -2.50
Foster Victor Wealth Advisors, LLC 174 13,337 21.37 13,511 25.53 -1.29
Bigelow Investment Advisors, LLC 25 10,237 21.10 10,262 24.85 -0.24
Gpwm Llc 21 343 20.41 364 24.73 -5.77
Shearwater Capital LLC 14 1,498 140.85 1,512 164.02 -0.93
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