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 697 NaN 0.00 96.30
Previous Quarter 716 NaN 0.00 97.40

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 11 116 133 4 66 56
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 1 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 4 10 63 3 35 25
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 1,694,160 0.00 0.00 0 0.00 0.00
Previous Quarter 1,694,160 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
CFS Investment Advisory Services, LLC 84,912,880 0.02
Creative Planning 21,834,129 53.13
Bank Of America Corp /de/ 15,349,445 53.13
LPL Financial LLC 10,465,483 53.13
Stadion Money Management, LLC 7,793,978 53.13
AE Wealth Management LLC 6,413,479 53.13
55i, Llc 4,931,385 53.13
Financial Engines Advisors L.L.C. 4,790,633 53.13
Assetmark, Inc 4,683,478 53.13
Private Advisor Group, LLC 3,742,529 44.34
Advisor Group Holdings, Inc. 3,667,892 52.75
Wealthcare Advisory Partners LLC 3,391,341 53.13
Envestnet Asset Management Inc 2,647,363 53.13
Brookstone Capital Management 2,542,073 45.71
Clark Capital Management Group, Inc. 2,406,712 53.13
Wells Fargo & Company/mn 2,353,930 53.13
Peterson Wealth Advisors, LLC 2,228,300 44.34
Ameriprise Financial Inc 2,185,162 53.21
Gradient Investments LLC 2,178,547 44.34
Trilogy Capital Inc. 1,942,390 44.34

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
CFS Investment Advisory Services, LLC 84,912,880 0.02
Creative Planning 21,834,129 53.13
Bank Of America Corp /de/ 15,349,445 53.13
LPL Financial LLC 10,465,483 53.13
Stadion Money Management, LLC 7,793,978 53.13
AE Wealth Management LLC 6,413,479 53.13
55i, Llc 4,931,385 53.13
Financial Engines Advisors L.L.C. 4,790,633 53.13
Assetmark, Inc 4,683,478 53.13
Advisor Group Holdings, Inc. 3,667,892 52.75
Wealthcare Advisory Partners LLC 3,391,341 53.13
Brookstone Capital Management 3,237,665 51.75
Private Advisor Group, LLC 2,956,286 53.13
Envestnet Asset Management Inc 2,647,363 53.13
Clark Capital Management Group, Inc. 2,406,712 53.13
Wells Fargo & Company/mn 2,353,930 53.13
Ameriprise Financial Inc 2,185,162 53.21
Gradient Investments LLC 2,111,376 53.13
Peterson Wealth Advisors, LLC 2,100,084 53.13
Cambridge Investment Research Advisors, Inc. 2,049,364 53.13

 

Recent Quarter Analysis

Name Shares PPS
Butensky & Cohen Financial Security, Inc 29,408 44.34
Kmg Fiduciary Partners, Llc 14,986 44.31
Lbmc Investment Advisors, Llc 13,077 44.35
Cypress Financial Planning Llc 10,891 44.35
BKD Wealth Advisors, LLC 10,366 44.38
Radnor Capital Management, LLC 8,155 44.39
One + One Wealth Management, Llc 6,113 44.33
Crestwood Advisors Group LLC 5,284 44.28
Charter Oak Capital Management, LLC 569 43.94
Wolff Wiese Magana Llc 563 44.40
Urban Wealth Management, LLC 260 46.15
Name Shares PPS
Vivid Financial Management, Inc. 553,700 55.83
Managed Account Services Inc 478,433 50.46
Alexandria Capital, LLC 420,116 50.46
IFP Advisors, Inc 383,349 55.93
Moors & Cabot, Inc. 375,000 1.05
New England Investment & Retirement Group, Inc. 212,130 50.46
Old Dominion Capital Management Inc 179,918 50.46
Cascadia Advisory Services, LLC 85,366 50.47
Heritage Wealth Management, Llc 65,889 50.46
SMDFX - Smart Diversification Fund Class I 58,000 51.34
Cedar Capital, Llc 53,932 50.45
Capital CS Group, LLC 51,699 53.13
SFG Wealth Management, LLC. 49,283 53.12
Pacific Financial Group Inc 38,797 53.12
My Personal CFO, LLC 30,000 53.13
SageGuard Financial Group, LLC 22,915 50.45
Sawtooth Solutions, LLC 19,170 53.10
Cardan Capital Partners, LLC 12,868 50.44
KCS Wealth Advisory 6,824 53.19
Savior LLC 5,570 53.86
Cerro Pacific Wealth Advisors LLC 5,309 53.12
Wedbush Securities Inc 4,990 53.11
NorthCoast Asset Management LLC 4,835 50.47
Santori & Peters, Inc. 4,411 53.05
Freedom Day Solutions, LLC 4,315 53.07
Alpha Cubed Investments, LLC 4,167 53.04
Ameritas Investment Corp 4,115
Guyasuta Investment Advisors Inc 3,976 53.07
Winthrop Advisory Group LLC 3,778 53.20
Acropolis Investment Management, LLC 2,001 52.97
Paladin Advisory Group, LLC 1,436 52.92
Carroll Financial Associates, Inc. 96 52.08
Mascoma Wealth Management LLC 44 45.45
Gemmer Asset Management LLC 40 50.00
Wolverine Trading, Llc
Ibex Wealth Advisors
Biltmore Capital Advisors LLC
Navigation Wealth Management, Inc.
Metis Global Partners, LLC
Better Money Decisions, LLC
Pvg Asset Management Corp
Parametric Portfolio Associates Llc
NSI Retail Advisors, LLC
Traynor Capital Management, Inc.
JJJ Advisors Inc.
Running Point Capital Advisors, LLC
Viridian Ria, Llc
Lockerman Financial Group, Inc.
McGinn Investment Management, Inc.
CHURCHILL MANAGEMENT Corp
Karp Capital Management Corp
Davis R M Inc
Fure Financial Corp
Gsa Capital Partners Llp
CarsonAllaria Wealth Management, Ltd.
Global Trust Asset Management, LLC
Sculati Wealth Management, LLC
Dynamic Advisor Solutions LLC
Mystic Asset Management, Inc.
Fundamentun, Llc
Masso Torrence Wealth Management Inc.
Johnson Bixby & Associates, LLC
Quantbot Technologies LP
Allegheny Financial Group LTD
Copperwynd Financial, LLC
BDO Wealth Advisors, LLC
Rinkey Investments
Harwood Advisory Group, LLC
Lido Advisors, LLC
Kalos Management, Inc.
Hayden Royal, Llc
Comprehensive Financial Consultants Institutional, Inc.
OmniStar Financial Group, Inc.
Crabel Capital Management, LLC
First Republic Investment Management, Inc.
Jpmorgan Chase & Co
Geode Capital Management, Llc
Toroso Investments, LLC
QCM Cayman, Ltd.
Retirement Planning Co of New England, Inc.
Gerber Kawasaki Wealth & Investment Management
Almanack Investment Partners, LLC.
Simon Quick Advisors, Llc
Ellevest, Inc.
Northstar Advisory Group, LLC
True Link Financial Advisors, LLC
Oppenheimer & Co Inc
Barnett & Company, Inc.
Sowell Financial Services LLC
Bokf, Na
Bell Rock Capital Llc
Capital Asset Advisory Services LLC
True North Advisors, LLC
CWM Advisors, LLC
TCG Advisory Services, LLC
Ten Capital Wealth Advisors, LLC
Ameraudi Asset Management, Inc.
Magnus Financial Group LLC
Two Sigma Securities, Llc
KEMPER Corp
Accel Wealth Management
Insight Wealth Strategies, LLC
Amplius Wealth Advisors, LLC
Emerald Investment Partners, Llc
Fulcrum Capital LLC
AlphaCore Capital LLC
Jefferies Group LLC
Wealthspire Advisors, LLC
Strategic Financial Services, Inc,
Wolverine Trading, Llc
Wolverine Trading, Llc
Corundum Group, Inc.
Cornerstone Advisory, LLC
Shore Point Advisors, LLC
Simplex Trading, Llc
Whitener Capital Management, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Private Advisor Group, LLC 3,742,529 44.34 2,956,286 53.13
Brookstone Capital Management 2,542,073 45.71 3,237,665 51.75
Peterson Wealth Advisors, LLC 2,228,300 44.34 2,100,084 53.13
Gradient Investments LLC 2,178,547 44.34 2,111,376 53.13
Trilogy Capital Inc. 1,942,390 44.34 1,906,587 53.13
Cambridge Investment Research Advisors, Inc. 1,715,928 44.34 2,049,364 53.13
Security Financial Services, INC. 913,210 44.34 851,605 53.13
Great Valley Advisor Group, Inc. 762,377 44.34 753,989 53.15
Ccg Wealth Management, Llc 743,930 44.34 631,320 53.13
Brown Financial Advisory 680,146 44.34 632,351 53.13
Good Life Advisors, LLC 674,814 44.34 698,119 53.13
Global Retirement Partners, LLC 610,625 44.34 564,802 46.34
Stratos Wealth Partners, LTD. 416,353 44.34 341,518 53.13
Advisory Alpha, LLC 405,608 44.34 420,754 53.13
Western Wealth Management, LLC 400,902 44.35 422,594 53.13
ASTIX - Astor Dynamic Allocation Fund Class I shares 388,326 48.45 408,809 52.91
Windsor Capital Management, LLC 387,853 44.34 404,148 53.13
Commonwealth Equity Services, Llc 355,339 44.34 342,202 53.13
Sequoia Financial Advisors, LLC 351,213 44.38 389,807 53.13
Cahaba Wealth Management, Inc. 349,828 44.34 307,407 48.45
Name Current Shares Current PPS Previous Shares Previous PPS
Hnp Capital Llc 162,594 44.34 0
Archford Capital Strategies, LLC 11,359 0.09 12,096 0.08
Trust Co Of Vermont 85 47.06 0
TCI Wealth Advisors, Inc. 62 48.39 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 786,243 3,742,529 44.34 2,956,286 53.13 26.60
Sugarloaf Wealth Management, LLC 273,673 284,155 44.34 10,482 56.57 2610.89
Hnp Capital Llc 162,594 162,594 44.34 0 0.00
PSI Advisors, LLC 139,180 312,245 44.34 173,065 53.13 80.42
Peterson Wealth Advisors, LLC 128,216 2,228,300 44.34 2,100,084 53.13 6.11
Ccg Wealth Management, Llc 112,610 743,930 44.34 631,320 53.13 17.84
Mayflower Financial Advisors, LLC 95,245 164,162 44.34 68,917 53.14 138.20
Stratos Wealth Partners, LTD. 74,835 416,353 44.34 341,518 53.13 21.91
Gradient Investments LLC 67,171 2,178,547 44.34 2,111,376 53.13 3.18
Security Financial Services, INC. 61,605 913,210 44.34 851,605 53.13 7.23
Brown Financial Advisory 47,795 680,146 44.34 632,351 53.13 7.56
Global Retirement Partners, LLC 45,823 610,625 44.34 564,802 46.34 8.11
Cahaba Wealth Management, Inc. 42,421 349,828 44.34 307,407 48.45 13.80
My Legacy Advisors, LLC 36,877 57,610 45.17 20,733 53.15 177.87
Trilogy Capital Inc. 35,803 1,942,390 44.34 1,906,587 53.13 1.88
Geneos Wealth Management Inc. 34,625 104,648 44.80 70,023 53.13 49.45
PFG Advisors 24,676 74,524 44.33 49,848 53.12 49.50
Spectrum Planning & Advisory Services Inc. 24,575 300,751 44.34 276,176 53.13 8.90
Investors Research Corp 20,412 116,644 44.34 96,232 53.13 21.21
Truist Financial Corp 18,741 55,043 44.35 36,302 53.14 51.63
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Brookstone Capital Management 695,592 2,542,073 45.71 3,237,665 51.75 -21.48
Brio Consultants, LLC 504,672 14,507 44.53 519,179 53.13 -97.21
Private Wealth Group, LLC 434,129 332,135 44.34 766,264 53.13 -56.66
Cambridge Investment Research Advisors, Inc. 333,436 1,715,928 44.34 2,049,364 53.13 -16.27
GenTrust, LLC 145,308 68,300 44.33 213,608 53.13 -68.03
Mjp Associates Inc /adv 88,114 5,066 44.41 93,180 53.20 -94.56
Stratos Wealth Advisors, LLC 81,543 143,079 44.34 224,622 53.13 -36.30
Centennial Wealth Advisory LLC 46,964 194,845 44.34 241,809 53.13 -19.42
AdvisorNet Financial, Inc 41,129 220,551 44.34 261,680 53.13 -15.72
Sequoia Financial Advisors, LLC 38,594 351,213 44.38 389,807 53.13 -9.90
Kohmann Bosshard Financial Services, LLC 33,940 245,480 44.34 279,420 53.13 -12.15
E&G Advisors, LP 33,420 68,855 44.34 102,275 53.13 -32.68
Financial Futures Ltd Liability Co. 26,370 234,023 44.34 260,393 53.13 -10.13
Good Life Advisors, LLC 23,305 674,814 44.34 698,119 53.13 -3.34
Western Wealth Management, LLC 21,692 400,902 44.35 422,594 53.13 -5.13
ASTIX - Astor Dynamic Allocation Fund Class I shares 20,483 388,326 48.45 408,809 52.91 -5.01
Simplicity Wealth,LLC 17,688 26,417 44.33 44,105 53.12 -40.10
Windsor Capital Management, LLC 16,295 387,853 44.34 404,148 53.13 -4.03
Advisory Alpha, LLC 15,146 405,608 44.34 420,754 53.13 -3.60
Parsec Financial Management, Inc. 11,411 123,865 44.34 135,276 53.13 -8.44
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Wolverine Trading, Llc 0
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
Cypress Financial Planning Llc 10,891 44.35
BKD Wealth Advisors, LLC 10,366 44.38
Charter Oak Capital Management, LLC 569 43.94
Urban Wealth Management, LLC 260 46.15
Name Shares PPS
Freedom Day Solutions, LLC 4,315 53.07
Savior LLC 5,570 53.86
Capital CS Group, LLC 51,699 53.13
Alpha Cubed Investments, LLC 4,167 53.04
KCS Wealth Advisory 6,824 53.19
Wedbush Securities Inc 4,990 53.11
Guyasuta Investment Advisors Inc 3,976 53.07
Winthrop Advisory Group LLC 3,778 53.20
Sawtooth Solutions, LLC 19,170 53.10
Gemmer Asset Management LLC 40 50.00
Name Current Shares Current PPS Previous Shares Previous PPS
Peterson Wealth Advisors, LLC 2,228,300 44.34 2,100,084 53.13
Trilogy Capital Inc. 1,942,390 44.34 1,906,587 53.13
Security Financial Services, INC. 913,210 44.34 851,605 53.13
Great Valley Advisor Group, Inc. 762,377 44.34 753,989 53.15
Brown Financial Advisory 680,146 44.34 632,351 53.13
Good Life Advisors, LLC 674,814 44.34 698,119 53.13
Stratos Wealth Partners, LTD. 416,353 44.34 341,518 53.13
Western Wealth Management, LLC 400,902 44.35 422,594 53.13
Commonwealth Equity Services, Llc 355,339 44.34 342,202 53.13
Sequoia Financial Advisors, LLC 351,213 44.38 389,807 53.13
Cahaba Wealth Management, Inc. 349,828 44.34 307,407 48.45
Montz Harcus Wealth Management LLC 331,836 44.34 314,145 55.83
PSI Advisors, LLC 312,245 44.34 173,065 53.13
Financial Futures Ltd Liability Co. 234,023 44.34 260,393 53.13
Dixon Hubard Feinour & Brown Inc/va 159,868 44.34 166,569 53.13
Stratos Wealth Advisors, LLC 143,079 44.34 224,622 53.13
Investors Research Corp 116,644 44.34 96,232 53.13
Geneos Wealth Management Inc. 104,648 44.80 70,023 53.13
BlackDiamond Wealth Management Inc. 85,055 46.43 84,083 53.13
Teamwork Financial Advisors, LLC 72,866 44.34 76,148 53.13
GenTrust, LLC 68,300 44.33 213,608 53.13
Money Concepts Capital Corp 62,240 44.79 61,589 53.13
Catalyst Private Wealth, Llc 60,141 44.35 60,655 53.14
Truist Financial Corp 55,043 44.35 36,302 53.14
Financial Consulate, Inc 47,188 44.33 46,381 53.13
JNBA Financial Advisors 37,594 44.34 38,291 53.12
Western Financial Corporation 35,738 44.35 34,709 53.13
Stone Point Wealth LLC 30,296 44.33 34,686 53.22
Beacon Financial Group 27,238 45.41 11,499 53.83
Simplicity Wealth,LLC 26,417 44.33 44,105 53.12
Nikulski Financial, Inc. 24,269 44.34 24,498 53.15
Orin Green Financial, LLC 21,479 45.16 20,168 53.10
DAVENPORT & Co LLC 20,886 44.34 26,562 53.12
Landmark Wealth Management, LLC 19,246 44.32 20,313 53.12
Brinker Capital Investments, LLC 15,249 44.33 16,032 53.14
WealthCare Investment Partners, LLC 14,612 44.35 15,167 52.15
WC Walker & Associates, Inc. 14,041 45.30 13,522 52.14
Horizon Financial Services, Llc 12,859 44.33 9,727 53.15
Capital Investment Advisory Services, LLC 11,014 44.31 17,605 53.11
Center For Asset Management LLC 10,888 44.36 22,154 53.13
Atlantic Union Bankshares Corp 10,795 44.37 10,795 53.17
Asset Dedication, LLC 10,156 44.21 11,602 53.09
Integrated Investment Consultants, LLC 9,575 44.39 9,200 53.15
F/M Investments LLC 9,161 50.32 4,433 53129.93
Derbend Asset Management 8,044 44.38 15,898 55.86
Global Strategic Investment Solutions, LLC 8,000 44.38 8,000 53.12
Fulcrum Equity Management 7,013 44.35 6,976 53.18
Arcadia Investment Management Corp/mi 6,892 44.40 6,892 53.11
TFG Advisers LLC 6,879 44.34 6,632 53.08
MBE Wealth Management, LLC 6,316 44.33 5,721 53.14
Straight Path Wealth Management 5,690 44.29 5,413 53.21
Macroview Investment Management Llc 5,418 44.30 5,485 53.05
Spire Wealth Management 4,941 44.32 4,427 53.08
Empirical Asset Management, LLC 4,808 44.30 4,672 53.08
Orion Capital Management LLC 2,811 44.47 2,805 53.12
Provident Wealth Management, LLC 2,691 44.22 2,691 53.14
Financial Connections Group, Inc. 1,919 44.29 2,113 53.01
GPS Wealth Strategies Group, LLC 1,038 44.32 1,002 52.89
Ballast Advisors Llc 884 44.12 884 53.17
Win Advisors, Inc 853 44.55 2,902 53.07
Baldwin Brothers Inc/ma 265 45.28 265 52.83
PFG Private Wealth Management, LLC 208 43.27 666 52.55
Harbor Investment Advisory, Llc 53 37.74 53 56.60
Name Current Shares Current PPS Previous Shares Previous PPS
Hnp Capital Llc 162,594 44.34 0
Trust Co Of Vermont 85 47.06 0
TCI Wealth Advisors, Inc. 62 48.39 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Hnp Capital Llc 162,594 162,594 44.34 0 0.00
PSI Advisors, LLC 139,180 312,245 44.34 173,065 53.13 80.42
Peterson Wealth Advisors, LLC 128,216 2,228,300 44.34 2,100,084 53.13 6.11
Stratos Wealth Partners, LTD. 74,835 416,353 44.34 341,518 53.13 21.91
Security Financial Services, INC. 61,605 913,210 44.34 851,605 53.13 7.23
Brown Financial Advisory 47,795 680,146 44.34 632,351 53.13 7.56
Cahaba Wealth Management, Inc. 42,421 349,828 44.34 307,407 48.45 13.80
Trilogy Capital Inc. 35,803 1,942,390 44.34 1,906,587 53.13 1.88
Geneos Wealth Management Inc. 34,625 104,648 44.80 70,023 53.13 49.45
Investors Research Corp 20,412 116,644 44.34 96,232 53.13 21.21
Truist Financial Corp 18,741 55,043 44.35 36,302 53.14 51.63
Montz Harcus Wealth Management LLC 17,691 331,836 44.34 314,145 55.83 5.63
Beacon Financial Group 15,739 27,238 45.41 11,499 53.83 136.87
Commonwealth Equity Services, Llc 13,137 355,339 44.34 342,202 53.13 3.84
Great Valley Advisor Group, Inc. 8,388 762,377 44.34 753,989 53.15 1.11
F/M Investments LLC 4,728 9,161 50.32 4,433 53129.93 106.65
Horizon Financial Services, Llc 3,132 12,859 44.33 9,727 53.15 32.20
Orin Green Financial, LLC 1,311 21,479 45.16 20,168 53.10 6.50
Western Financial Corporation 1,029 35,738 44.35 34,709 53.13 2.96
BlackDiamond Wealth Management Inc. 972 85,055 46.43 84,083 53.13 1.16
Financial Consulate, Inc 807 47,188 44.33 46,381 53.13 1.74
Money Concepts Capital Corp 651 62,240 44.79 61,589 53.13 1.06
MBE Wealth Management, LLC 595 6,316 44.33 5,721 53.14 10.40
WC Walker & Associates, Inc. 519 14,041 45.30 13,522 52.14 3.84
Spire Wealth Management 514 4,941 44.32 4,427 53.08 11.61
Integrated Investment Consultants, LLC 375 9,575 44.39 9,200 53.15 4.08
Straight Path Wealth Management 277 5,690 44.29 5,413 53.21 5.12
TFG Advisers LLC 247 6,879 44.34 6,632 53.08 3.72
Empirical Asset Management, LLC 136 4,808 44.30 4,672 53.08 2.91
Flagship Private Wealth, LLC 119 5,295 5,176 2.30
Trust Co Of Vermont 85 85 47.06 0 0.00
TCI Wealth Advisors, Inc. 62 62 48.39 0 0.00
Fulcrum Equity Management 37 7,013 44.35 6,976 53.18 0.53
GPS Wealth Strategies Group, LLC 36 1,038 44.32 1,002 52.89 3.59
Orion Capital Management LLC 6 2,811 44.47 2,805 53.12 0.21
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
GenTrust, LLC 145,308 68,300 44.33 213,608 53.13 -68.03
Stratos Wealth Advisors, LLC 81,543 143,079 44.34 224,622 53.13 -36.30
Sequoia Financial Advisors, LLC 38,594 351,213 44.38 389,807 53.13 -9.90
Financial Futures Ltd Liability Co. 26,370 234,023 44.34 260,393 53.13 -10.13
Good Life Advisors, LLC 23,305 674,814 44.34 698,119 53.13 -3.34
Western Wealth Management, LLC 21,692 400,902 44.35 422,594 53.13 -5.13
Simplicity Wealth,LLC 17,688 26,417 44.33 44,105 53.12 -40.10
Center For Asset Management LLC 11,266 10,888 44.36 22,154 53.13 -50.85
Derbend Asset Management 7,854 8,044 44.38 15,898 55.86 -49.40
Dixon Hubard Feinour & Brown Inc/va 6,701 159,868 44.34 166,569 53.13 -4.02
Capital Investment Advisory Services, LLC 6,591 11,014 44.31 17,605 53.11 -37.44
DAVENPORT & Co LLC 5,676 20,886 44.34 26,562 53.12 -21.37
Stone Point Wealth LLC 4,390 30,296 44.33 34,686 53.22 -12.66
Teamwork Financial Advisors, LLC 3,282 72,866 44.34 76,148 53.13 -4.31
Win Advisors, Inc 2,049 853 44.55 2,902 53.07 -70.61
Asset Dedication, LLC 1,446 10,156 44.21 11,602 53.09 -12.46
Landmark Wealth Management, LLC 1,067 19,246 44.32 20,313 53.12 -5.25
Brinker Capital Investments, LLC 783 15,249 44.33 16,032 53.14 -4.88
JNBA Financial Advisors 697 37,594 44.34 38,291 53.12 -1.82
WealthCare Investment Partners, LLC 555 14,612 44.35 15,167 52.15 -3.66
Catalyst Private Wealth, Llc 514 60,141 44.35 60,655 53.14 -0.85
PFG Private Wealth Management, LLC 458 208 43.27 666 52.55 -68.77
Nikulski Financial, Inc. 229 24,269 44.34 24,498 53.15 -0.93
Financial Connections Group, Inc. 194 1,919 44.29 2,113 53.01 -9.18
Macroview Investment Management Llc 67 5,418 44.30 5,485 53.05 -1.22
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