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 795 NaN 0.00 66.33
Previous Quarter 814 NaN 0.00 68.96

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 20 142 162 8 67 59
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 7 4 83 0 32 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 1,024 0.00 0.00 0 0.00 0.00
Previous Quarter 1,024 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
Invesco Ltd. 9,456,543
Bank Of America Corp /de/ 9,198,056 67.09
Invesco Ltd. 8,836,621 67.09
Morgan Stanley 7,640,143 67.09
LPL Financial LLC 4,307,154 67.09
Wells Fargo & Company/mn 2,512,739 67.09
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5 2,218,201 67.09
Commonwealth Equity Services, Llc 1,794,850 62.00
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C 1,559,285 67.09
Parametric Portfolio Associates Llc 1,539,150 67.09
HCIGX - The Institutional Growth Equity Portfolio HC Strategic Shares 1,530,230 67.09
Ameriprise Financial Inc 1,505,174 67.10
Pnc Financial Services Group, Inc. 1,488,956 67.09
Royal Bank Of Canada 1,429,498 67.09
Pfs Investments Inc. 1,254,369 67.09
UBS Group AG 1,229,499 67.09
Hsbc Holdings Plc 1,215,278 67.70
Advisor Group Holdings, Inc. 1,076,558 63.15
AADAX - INVESCO Growth Allocation Fund Class A 995,693 67.09
Wealth Enhancement Advisory Services, Llc 900,000 62.13

Previous Quarter Top 20 Holding Institutes

The table below is top 20 listing of institutes holding stock of the company in the previous quarter.

Name Shares PPS
Bank Of America Corp /de/ 9,198,056 67.09
Invesco Ltd. 8,836,621 67.09
Morgan Stanley 7,640,143 67.09
LPL Financial LLC 4,307,154 67.09
Wells Fargo & Company/mn 2,512,739 67.09
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5 2,218,201 67.09
Commonwealth Equity Services, Llc 1,733,909 67.09
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C 1,559,285 67.09
Parametric Portfolio Associates Llc 1,539,150 67.09
HCIGX - The Institutional Growth Equity Portfolio HC Strategic Shares 1,530,230 67.09
Ameriprise Financial Inc 1,505,174 67.10
Pnc Financial Services Group, Inc. 1,488,956 67.09
Royal Bank Of Canada 1,429,498 67.09
Pfs Investments Inc. 1,254,369 67.09
UBS Group AG 1,229,499 67.09
Hsbc Holdings Plc 1,215,278 67.70
Advisor Group Holdings, Inc. 1,076,558 63.15
AADAX - INVESCO Growth Allocation Fund Class A 995,693 67.09
AE Wealth Management LLC 879,691 67.09
Wealth Enhancement Advisory Services, Llc 866,342 67.40

 

Recent Quarter Analysis

Name Shares PPS
Invesco Ltd. 9,456,543
Alaska Permanent Capital Management 231,991 62.00
Toews Corp /adv 79,009 62.01
APCM Wealth Management for Individuals 42,050 62.00
Security Financial Services, INC. 29,483 62.00
MDAKX - MainStay Moderate ETF Allocation Fund Class C 20,531 65.36
MOEAX - MainStay Growth ETF Allocation Fund Class A 12,977 65.35
MWFQX - MainStay Equity ETF Allocation Fund Class R3 9,518 65.35
MNERX - MainStay Conservative ETF Allocation Fund Class R3 7,732 65.31
Horan Securities, Inc. 6,245 60.85
IAM Advisory, LLC 4,643 62.03
Zhang Financial LLC 4,227 61.98
Wealthfront Advisers Llc 4,153 61.88
Joule Financial, LLC 3,654 62.12
ACG Wealth 2,305 62.04
MDNRX - MainStay Defensive ETF Allocation Fund Class R3 2,231 65.44
Darrow Company, Inc. 959 61.52
PrairieView Partners, LLC 400 62.50
Dividend Asset Capital, Llc 155 64.52
jvl associates llc 0
Name Shares PPS
Stuart Chaussee & Associates, Inc. 709,866 67.09
FSC Wealth Advisors, LLC 340,898 67.09
Frisch Financial Group, Inc. 156,011 0.02
Homrich & Berg 112,990 60.84
Financial Sense Advisors, Inc. 59,894 67.09
Ameritas Investment Corp 57,093 0.05
Citadel Advisors Llc 38,900 67.10
Carroll Financial Associates, Inc. 37,986 67.79
Stratos Wealth Advisors, LLC 34,412 67.10
Optimal Asset Management, Inc. 23,988 60.82
Johanson Financial Advisors, Inc. 22,302 68.65
Heritage Wealth Management, Llc 14,911 60.83
Goldman Sachs Group Inc 14,709 67.10
Newport Wealth Strategies, Inc. 13,850 60.87
Emery Howard Portfolio Management, Inc. 9,970 68.61
Mid Atlantic Financial Management Inc/adv 6,804 60.85
Professional Planning 6,505 60.72
Segall Bryant & Hamill, Llc 4,576 60.75
Centennial Wealth Advisory LLC 3,911 66.99
IFP Advisors, Inc 3,396 68.90
Wesbanco Bank Inc 3,171 67.17
Calton & Associates, Inc. 3,096 66.86
YHB Investment Advisors, Inc. 3,074 67.01
Bell Rock Capital Llc 3,039 68.11
Btr Capital Management Inc 3,000 67.00
Nadler Financial Group, Inc. 3,000 67.00
Herold Advisors, Inc. 2,600 67090.00
Norway Savings Bank 1,310 67.18
Filbrandt Wealth Management, LLC 1,242 61.19
Security National Trust Co 810 60.49
Prentice Wealth Management LLC 527 60.72
Sonora Investment Management, LLC 384 59.90
Investmark Advisory Group LLC 250 68.00
Wealth Quarterback LLC 59
Wolff Wiese Magana Llc 17 58.82
ProVise Management Group, LLC
Resource Planning Group
First National Bank of South Miami
Hoey Investments, Inc
Two Sigma Securities, Llc
David R. Rahn & Associates Inc.
Masso Torrence Wealth Management Inc.
Aurora Private Wealth, Inc.
Millburn Ridgefield Corp
Garrett Investment Advisors LLC
Linscomb & Williams, Inc.
Laidlaw Wealth Management LLC
Courier Capital Llc
BCS Wealth Management
Johnson Financial Group, Inc.
Aperture Investors, LLC
Noesis Capital Mangement Corp
Ironwood Financial, llc
Dougherty Wealth Advisers LLC
GeoWealth Management, LLC
Koss-Olinger Consulting, LLC
Prudential Plc
Krs Capital Management, Llc
Mcdonald Partners Llc
Vicus Capital
Quantbot Technologies LP
Paragon Capital Management Ltd
Graypoint LLC
Choate Investment Advisors
Quantitative Investment Management, LLC
Chilton Capital Management Llc
Franklin Resources Inc
Delta Asset Management Llc/tn
Aries Wealth Management
Gerber Kawasaki Wealth & Investment Management
Cahill Financial Advisors Inc
WealthTrust Asset Management, LLC
Webster Bank, N. A.
Wolverine Trading, Llc
StoneX Group Inc.
Optiver Holding B.V.
Tectonic Advisors Llc
Aptus Capital Advisors, LLC
Rather & Kittrell, Inc.
Total Clarity Wealth Management, Inc.
Glassman Wealth Services
TFAFX - Tactical Growth Allocation Fund Class I
Millennium Management Llc
Eaton Vance Management
Eudaimonia Partners, LLC
Elmwood Wealth Management, Inc.
Liberty Wealth Management Llc
Fifth Third Securities, Inc.
TFAMX - Tactical Moderate Allocation Fund Class A
Albion Financial Group /ut
Merit Financial Group, LLC
Sowell Financial Services LLC
Inscription Capital, LLC
Phoenix Wealth Advisors
Friedenthal Financial
Confluence Wealth Services, Inc.
Financial Enhancement Group LLC
Guidance Point Advisors, LLC
Crabel Capital Management, LLC
Archford Capital Strategies, LLC
Synergy Financial Management, LLC
Bessemer Group Inc
Mission Wealth Management, Lp
Thompson Davis & Co., Inc.
Wunderlich Securities, Inc.
TCG Advisory Services, LLC
Ashford Capital Management Inc
Hanson & Doremus Investment Management
Meridian Wealth Partners, LLC
Lakeview Capital Partners, LLC
Private Asset Management Inc
BTS Asset Management, Inc.
CoreCap Advisors, LLC
Wade G W & Inc
Parisi Gray Wealth Management
First Manhattan Co
Huntington National Bank
Comerica Bank
Wade Financial Advisory, Inc
Simplex Trading, Llc
Capitol Family Office, Inc.
Symmetry Partners, LLC
Fulcrum Equity Management
Bayesian Capital Management, LP
J Arnold Wealth Management Co
Jackson Wealth Management, LLC
Truadvice, LLC
Collaborative Wealth Managment Inc.
Trexquant Investment LP
Advisor Resource Council
Bartlett & Co. LLC
Wolverine Trading, Llc
jvl associates llc
Hrt Financial Lp
APEEX - Aperture Endeavour Equity Fund Class X Shares
Duncker Streett & Co Inc
Man Group plc
Voloridge Investment Management, Llc
Argent Trust Co
Godsey & Gibb Associates
Brown Brothers Harriman & Co
Meeder Asset Management Inc
Name Current Shares Current PPS Previous Shares Previous PPS
Commonwealth Equity Services, Llc 1,794,850 62.00 1,733,909 67.09
Wealth Enhancement Advisory Services, Llc 900,000 62.13 866,342 67.40
Brookstone Capital Management 834,021 62.13 784,752 68.36
Cambridge Investment Research Advisors, Inc. 602,405 62.00 641,791 67.09
Private Advisor Group, LLC 534,302 62.00 384,817 67.09
Cliftonlarsonallen Wealth Advisors, Llc 378,235 62.00 365,087 67.09
Berkshire Money Management, Inc. 369,532 62.00 450,575 67.09
Leicht Financial Planning & Wealth Management, Inc. 339,890 30.99 115,769 67.09
Sargent Bickham Lagudis LLC 334,834 62.00 335,104 67.09
Householder Group Estate & Retirement Specialist, LLC 230,131 62.00 232,786 67.09
Bank Julius Baer & Co. Ltd, Zurich 199,377 62.00 127,785 67.09
Ford Financial Group, LLC 195,499 62.00 177,033 67.09
Stratos Wealth Partners, LTD. 175,563 62.00 169,454 67.09
Deane Retirement Strategies, Inc. 173,272 62.92 179,344 67.82
Ballast, Inc. 159,656 62.00 170,445 67.09
Geneos Wealth Management Inc. 148,735 62.98 106,616 67.08
Milestone Advisory Partners 125,741 62.98 83,806 67.10
Truist Financial Corp 117,070 62.00 117,945 67.09
Flagship Harbor Advisors, Llc 112,175 62.00 95,987 67.09
Harel Insurance Investments & Financial Services Ltd. 110,473 60.31 102,680 67.09
Name Current Shares Current PPS Previous Shares Previous PPS
TNLIX - 1290 Retirement 2035 Fund Class I 15,580 65.34 17,710 65.33
Arkadios Wealth Advisors 15,360 0.07 15,724 0.06
PSMM - Invesco Moderately Conservative Multi-Asset Allocation ETF 11,685 65.38 11,187 65.34
TNWIX - 1290 Retirement 2050 Fund Class I 10,830 65.37 10,620 65.35
TNXIX - 1290 Retirement 2060 Fund Class I 10,280 65.37 10,010 65.33
TNQIX - 1290 Retirement 2055 Fund Class I 8,870 65.39 9,580 65.34
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class 6,162 65.40 4,696 65.37
GEFAX - CMG Mauldin Core Fund Class A Shares 4,976 65.31 3,722 65.29
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Leicht Financial Planning & Wealth Management, Inc. 224,121 339,890 30.99 115,769 67.09 193.59
Private Advisor Group, LLC 149,485 534,302 62.00 384,817 67.09 38.85
Bank Julius Baer & Co. Ltd, Zurich 71,592 199,377 62.00 127,785 67.09 56.03
Commonwealth Equity Services, Llc 60,941 1,794,850 62.00 1,733,909 67.09 3.51
Brookstone Capital Management 49,269 834,021 62.13 784,752 68.36 6.28
TTDAX - Toews Tactical Defensive Alpha Fund 47,000 52,000 65.35 5,000 65.40 940.00
Intelligence Driven Advisers, LLC 46,151 107,807 62.37 61,656 68.75 74.85
DAVENPORT & Co LLC 45,454 53,469 62.00 8,015 67.12 567.11
Geneos Wealth Management Inc. 42,119 148,735 62.98 106,616 67.08 39.51
Milestone Advisory Partners 41,935 125,741 62.98 83,806 67.10 50.04
Ayalon Holdings Ltd. 36,438 73,658 62.00 37,220 67.09 97.90
Wealth Enhancement Advisory Services, Llc 33,658 900,000 62.13 866,342 67.40 3.89
GPS Wealth Strategies Group, LLC 33,585 64,199 61.99 30,614 67.09 109.70
G&S Capital LLC 27,221 68,887 62.00 41,666 67.08 65.33
Ford Financial Group, LLC 18,466 195,499 62.00 177,033 67.09 10.43
Spire Wealth Management 17,856 56,760 62.00 38,904 67.09 45.90
Flagship Private Wealth, LLC 17,370 48,983 0.06 31,613 0.06 54.95
Trinity Wealth Management, LLC 16,642 41,387 62.00 24,745 67.08 67.25
Minichmacgregor Wealth Management, Llc 16,197 103,281 62.00 87,084 67.08 18.60
Flagship Harbor Advisors, Llc 16,188 112,175 62.00 95,987 67.09 16.86
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Money Concepts Capital Corp 109,781 4,808 63.02 114,589 67.09 -95.80
Berkshire Money Management, Inc. 81,043 369,532 62.00 450,575 67.09 -17.99
First Command Bank 71,682 58,105 62.01 129,787 67.09 -55.23
First Command Financial Services, Inc. 71,682 58,105 62.01 129,787 67.09 -55.23
Amplius Wealth Advisors, LLC 58,919 71,175 61.99 130,094 67.09 -45.29
AdvisorNet Financial, Inc 45,272 14,272 62.01 59,544 67.09 -76.03
Cambridge Investment Research Advisors, Inc. 39,386 602,405 62.00 641,791 67.09 -6.14
Ballast, Inc. 10,789 159,656 62.00 170,445 67.09 -6.33
Gradient Investments LLC 10,093 8,979 62.03 19,072 67.11 -52.92
Rede Wealth, LLC 6,981 22,227 62.00 29,208 67.10 -23.90
Advisory Alpha, LLC 6,476 24,339 62.00 30,815 67.08 -21.02
Deane Retirement Strategies, Inc. 6,072 173,272 62.92 179,344 67.82 -3.39
Umb Bank N A/mo 5,906 106,840 62.00 112,746 67.09 -5.24
TNKIX - 1290 Retirement 2030 Fund Class I 3,940 9,540 65.30 13,480 65.36 -29.23
Win Advisors, Inc 3,765 811 62.89 4,576 67.09 -82.28
Kwmg, Llc 3,431 37,922 62.00 41,353 67.08 -8.30
Raymond James Trust N.a. 3,006 36,842 61.99 39,848 67.08 -7.54
Legacy Private Trust Co. 2,761 18,194 62.00 20,955 67.10 -13.18
Householder Group Estate & Retirement Specialist, LLC 2,655 230,131 62.00 232,786 67.09 -1.14
TNLIX - 1290 Retirement 2035 Fund Class I 2,130 15,580 65.34 17,710 65.33 -12.03
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
Toews Corp /adv 79,009 62.01
Security Financial Services, INC. 29,483 62.00
Horan Securities, Inc. 6,245 60.85
Wealthfront Advisers Llc 4,153 61.88
Joule Financial, LLC 3,654 62.12
Darrow Company, Inc. 959 61.52
PrairieView Partners, LLC 400 62.50
Name Shares PPS
Wesbanco Bank Inc 3,171 67.17
Nadler Financial Group, Inc. 3,000 67.00
Stratos Wealth Advisors, LLC 34,412 67.10
Bell Rock Capital Llc 3,039 68.11
Name Current Shares Current PPS Previous Shares Previous PPS
Commonwealth Equity Services, Llc 1,794,850 62.00 1,733,909 67.09
Wealth Enhancement Advisory Services, Llc 900,000 62.13 866,342 67.40
Householder Group Estate & Retirement Specialist, LLC 230,131 62.00 232,786 67.09
Bank Julius Baer & Co. Ltd, Zurich 199,377 62.00 127,785 67.09
Stratos Wealth Partners, LTD. 175,563 62.00 169,454 67.09
Geneos Wealth Management Inc. 148,735 62.98 106,616 67.08
Milestone Advisory Partners 125,741 62.98 83,806 67.10
Truist Financial Corp 117,070 62.00 117,945 67.09
Harel Insurance Investments & Financial Services Ltd. 110,473 60.31 102,680 67.09
Intelligence Driven Advisers, LLC 107,807 62.37 61,656 68.75
Umb Bank N A/mo 106,840 62.00 112,746 67.09
Western Wealth Management, LLC 79,833 61.95 69,703 67.08
Amplius Wealth Advisors, LLC 71,175 61.99 130,094 67.09
G&S Capital LLC 68,887 62.00 41,666 67.08
Capital Investment Advisory Services, LLC 65,704 62.01 62,716 67.10
GPS Wealth Strategies Group, LLC 64,199 61.99 30,614 67.09
TruWealth Advisors, LLC 63,145 62.00 58,748 67.08
First Command Financial Services, Inc. 58,105 62.01 129,787 67.09
First Command Bank 58,105 62.01 129,787 67.09
Spire Wealth Management 56,760 62.00 38,904 67.09
DAVENPORT & Co LLC 53,469 62.00 8,015 67.12
Flagship Private Wealth, LLC 48,983 0.06 31,613 0.06
Valicenti Advisory Services Inc 42,342 62.00 44,202 67.10
Nikulski Financial, Inc. 41,818 62.01 41,770 67.08
Brinker Capital Investments, LLC 36,855 62.00 36,515 67.10
Harvest Investment Services, LLC 36,829 61.99 37,148 67.08
Investors Research Corp 34,417 62.00 34,442 67.10
Providence First Trust Co 34,299 62.01 34,799 67.10
Ridgewood Investments LLC 32,952 62.00 33,244 67.08
Camelot Portfolios, LLC 25,662 62.00 27,602 67.10
Rede Wealth, LLC 22,227 62.00 29,208 67.10
Round Rock Advisors, LLC 21,650 61.99 21,863 67.10
Symphony Financial, Ltd. Co. 21,305 61.96 22,030 68.77
Clear Harbor Asset Management, LLC 18,899 62.01 18,174 67.07
Paragon Private Wealth Management, LLC 18,843 61.99 20,529 64.30
Crescent Grove Advisors, LLC 17,215 61.98 16,315 67.12
Trilogy Capital Inc. 15,613 62.00 15,277 67.09
Teamwork Financial Advisors, LLC 14,605 62.03 11,834 67.09
Clearwater Capital Advisors, LLC 14,251 62.03 14,251 67.08
TFG Advisers LLC 13,860 61.98 13,671 67.08
JTC Employer Solutions Trusteee Ltd 13,000 62.00 13,000 67.08
Tfo-tdc, Llc 12,051 61.99 11,990 67.06
Wedbush Securities Inc 9,777 61.98 9,667 67.14
Weaver Consulting Group 9,129 62.00 4,381 67.11
Ledge Wealth Management, Inc. 8,210 62.00 8,876 67.03
Gradient Capital Advisors, LLC 7,568 61.97 7,715 67.14
D.B. Root & Company, LLC 6,949 61.88 7,001 66.99
Trust Co Of Vermont 6,809 61.98 6,809 67.12
Segment Wealth Management, LLC 6,583 61.98 6,583 67.14
Sequoia Financial Advisors, LLC 6,501 61.99 6,370 67.03
MAI Capital Management 5,776 61.98 5,941 67.16
First American Trust, Fsb 5,747 61.95 6,056 67.04
Tufton Capital Management 5,550 61.98 5,550 67.03
Wealth CMT 5,523 61.92 3,910 67.01
GenTrust, LLC 5,239 62.03 5,239 67.00
CRA Financial Services, LLC 5,195 61.98 5,190 67.05
North Star Investment Management Corp. 5,000 62.00 5,000 67.00
Essex Savings Bank 4,900 62.04 4,900 67.14
Money Concepts Capital Corp 4,808 63.02 114,589 67.09
Falcon Wealth Planning 4,606 62.09 4,606 68.61
CFO4Life Group, LLC 4,566 60.88 4,543 67.14
Avantax Planning Partners, Inc. 4,406 61.96 4,406 67.18
Kaizen Financial Strategies 4,400 62.05 4,400 67.05
Galvin, Gaustad & Stein, LLC 3,985 61.98 3,985 67.00
Veracity Capital LLC 3,784 62.10 4,599 67.19
Richwood Investment Advisors, LLC 3,694 61.99 4,094 67.17
Comerica Securities,inc. 3,515 62.02 3,515 67.14
Schrum Private Wealth Management LLC 3,500 62.00 3,500 66.57
Savant Capital, LLC 3,353 62.03 3,353 67.10
Provident Wealth Management, LLC 2,106 62.20 2,106 66.95
Founders Capital Management 1,828 61.82 1,828 68.38
Win Advisors, Inc 811 62.89 4,576 67.09
Sandy Spring Bank 537 61.45 537 67.04
Charter Oak Capital Management, LLC 500 62.00 500 68.00
TCI Wealth Advisors, Inc. 427 60.89 375 66.67
PSI Advisors, LLC 399 62.66 399 67.67
Ogorek Anthony Joseph /ny/ /adv 319 59.56 319 65.83
Harbor Investment Advisory, Llc 266 60.15 266 67.67
Bogart Wealth, LLC 258 62.02 258 65.89
JNBA Financial Advisors 243 61.73 243 65.84
HighMark Wealth Management LLC 176 62.50 175 68.57
Orion Capital Management LLC 175 62.86 175 68.57
Savior LLC 86 58.14 86 69.77
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Bank Julius Baer & Co. Ltd, Zurich 71,592 199,377 62.00 127,785 67.09 56.03
Commonwealth Equity Services, Llc 60,941 1,794,850 62.00 1,733,909 67.09 3.51
Intelligence Driven Advisers, LLC 46,151 107,807 62.37 61,656 68.75 74.85
DAVENPORT & Co LLC 45,454 53,469 62.00 8,015 67.12 567.11
Geneos Wealth Management Inc. 42,119 148,735 62.98 106,616 67.08 39.51
Milestone Advisory Partners 41,935 125,741 62.98 83,806 67.10 50.04
Wealth Enhancement Advisory Services, Llc 33,658 900,000 62.13 866,342 67.40 3.89
GPS Wealth Strategies Group, LLC 33,585 64,199 61.99 30,614 67.09 109.70
G&S Capital LLC 27,221 68,887 62.00 41,666 67.08 65.33
Spire Wealth Management 17,856 56,760 62.00 38,904 67.09 45.90
Flagship Private Wealth, LLC 17,370 48,983 0.06 31,613 0.06 54.95
Western Wealth Management, LLC 10,130 79,833 61.95 69,703 67.08 14.53
Harel Insurance Investments & Financial Services Ltd. 7,793 110,473 60.31 102,680 67.09 7.59
Stratos Wealth Partners, LTD. 6,109 175,563 62.00 169,454 67.09 3.61
Weaver Consulting Group 4,748 9,129 62.00 4,381 67.11 108.38
TruWealth Advisors, LLC 4,397 63,145 62.00 58,748 67.08 7.48
Capital Investment Advisory Services, LLC 2,988 65,704 62.01 62,716 67.10 4.76
Teamwork Financial Advisors, LLC 2,771 14,605 62.03 11,834 67.09 23.42
Wealth CMT 1,613 5,523 61.92 3,910 67.01 41.25
Crescent Grove Advisors, LLC 900 17,215 61.98 16,315 67.12 5.52
Clear Harbor Asset Management, LLC 725 18,899 62.01 18,174 67.07 3.99
Brinker Capital Investments, LLC 340 36,855 62.00 36,515 67.10 0.93
Trilogy Capital Inc. 336 15,613 62.00 15,277 67.09 2.20
TFG Advisers LLC 189 13,860 61.98 13,671 67.08 1.38
Sequoia Financial Advisors, LLC 131 6,501 61.99 6,370 67.03 2.06
Wedbush Securities Inc 110 9,777 61.98 9,667 67.14 1.14
Tfo-tdc, Llc 61 12,051 61.99 11,990 67.06 0.51
TCI Wealth Advisors, Inc. 52 427 60.89 375 66.67 13.87
Nikulski Financial, Inc. 48 41,818 62.01 41,770 67.08 0.11
CFO4Life Group, LLC 23 4,566 60.88 4,543 67.14 0.51
CRA Financial Services, LLC 5 5,195 61.98 5,190 67.05 0.10
HighMark Wealth Management LLC 1 176 62.50 175 68.57 0.57
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Money Concepts Capital Corp 109,781 4,808 63.02 114,589 67.09 -95.80
First Command Bank 71,682 58,105 62.01 129,787 67.09 -55.23
First Command Financial Services, Inc. 71,682 58,105 62.01 129,787 67.09 -55.23
Amplius Wealth Advisors, LLC 58,919 71,175 61.99 130,094 67.09 -45.29
Rede Wealth, LLC 6,981 22,227 62.00 29,208 67.10 -23.90
Umb Bank N A/mo 5,906 106,840 62.00 112,746 67.09 -5.24
Win Advisors, Inc 3,765 811 62.89 4,576 67.09 -82.28
Householder Group Estate & Retirement Specialist, LLC 2,655 230,131 62.00 232,786 67.09 -1.14
Camelot Portfolios, LLC 1,940 25,662 62.00 27,602 67.10 -7.03
Valicenti Advisory Services Inc 1,860 42,342 62.00 44,202 67.10 -4.21
Paragon Private Wealth Management, LLC 1,686 18,843 61.99 20,529 64.30 -8.21
Truist Financial Corp 875 117,070 62.00 117,945 67.09 -0.74
Veracity Capital LLC 815 3,784 62.10 4,599 67.19 -17.72
Symphony Financial, Ltd. Co. 725 21,305 61.96 22,030 68.77 -3.29
Ledge Wealth Management, Inc. 666 8,210 62.00 8,876 67.03 -7.50
Providence First Trust Co 500 34,299 62.01 34,799 67.10 -1.44
Richwood Investment Advisors, LLC 400 3,694 61.99 4,094 67.17 -9.77
Harvest Investment Services, LLC 319 36,829 61.99 37,148 67.08 -0.86
First American Trust, Fsb 309 5,747 61.95 6,056 67.04 -5.10
Ridgewood Investments LLC 292 32,952 62.00 33,244 67.08 -0.88
Round Rock Advisors, LLC 213 21,650 61.99 21,863 67.10 -0.97
MAI Capital Management 165 5,776 61.98 5,941 67.16 -2.78
Gradient Capital Advisors, LLC 147 7,568 61.97 7,715 67.14 -1.91
D.B. Root & Company, LLC 52 6,949 61.88 7,001 66.99 -0.74
Investors Research Corp 25 34,417 62.00 34,442 67.10 -0.07
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