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	837	61.00	66.20	62.43
Previous Quarter	866	65.00	66.21	65.55

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	14	162	176	4	94	63
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	1	1	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Current Quarter	0	1	0	0	0	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	6	7	47	1	21	21
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	762,545	0.00	0.00	0	0.00	0.00
Previous Quarter	762,545	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
Financial Engines Advisors L.L.C.	12,889,180	66.21
LPL Financial LLC	10,261,112	66.21
Ameriprise Financial Inc	5,509,821	66.21
Valmark Advisers, Inc.	4,205,488	66.21
Morgan Stanley	4,117,648	66.21
Allworth Financial LP	3,882,472	52.28
Advisor Group Holdings, Inc.	3,359,111	60.88
HB Wealth Management, LLC	3,189,527	52.28
Bank Of America Corp /de/	2,802,460	66.21
Equitable Holdings, Inc.	2,684,744	66.21
Advisory Alpha, LLC	2,571,940	52.28
UBS Group AG	2,491,950	66.21
Fmr Llc	2,451,280	66.21
Envestnet Asset Management Inc	2,341,422	66.21
Horizon Investments, LLC	2,261,169	66.21
Nicolet Advisory Services, Llc	2,041,255	64.49
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA	1,900,000	66.21
RFG Advisory, LLC	1,825,725	66.21
Orgel Wealth Management, LLC	1,749,347	52.28
Willis Johnson & Associates, Inc.	1,734,179	52.28

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
Financial Engines Advisors L.L.C.	12,889,180	66.21
LPL Financial LLC	10,261,112	66.21
Ameriprise Financial Inc	5,509,821	66.21
Valmark Advisers, Inc.	4,205,488	66.21
Morgan Stanley	4,117,648	66.21
Allworth Financial LP	3,706,916	66.21
Advisor Group Holdings, Inc.	3,359,111	60.88
HB Wealth Management, LLC	3,014,584	66.21
Bank Of America Corp /de/	2,802,460	66.21
Equitable Holdings, Inc.	2,684,744	66.21
Homrich & Berg	2,546,899	64.02
UBS Group AG	2,491,950	66.21
Advisory Alpha, LLC	2,488,954	66.21
Fmr Llc	2,451,280	66.21
Envestnet Asset Management Inc	2,341,422	66.21
Horizon Investments, LLC	2,261,169	66.21
Nicolet Advisory Services, Llc	2,041,255	64.49
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA	1,900,000	66.21
RFG Advisory, LLC	1,825,725	66.21
AE Wealth Management LLC	1,664,606	66.21

Recent Quarter Analysis

Recent Quarter 14 New Institutes added position

Name	Shares	PPS
Orgel Wealth Management, LLC	1,749,347	52.28
Farmer Steven Patrick	206,219	52.28
Obsidian Personal Planning Solutions LLC	109,870	52.28
Momentum Advisors, LLC	60,209	52.28
McNaughton Wealth Management, LLC	52,216	52.28
Brandywine Oak Private Wealth Llc	25,736	52.26
Rede Wealth, LLC	21,422	52.28
Orin Green Financial, LLC	12,719	53.78
Twelve Points Wealth Management LLC	10,797	52.24
Karp Capital Management Corp	8,304	52.26
BTC Capital Management, Inc.	4,947	52.35
Wealth Enhancement Advisory Services, Llc	3,653	55.02
Charter Oak Capital Management, LLC	810	51.85
First Command Advisory Services, Inc.	28	35.71

Recent Quarter 162 Institutes closed out their positions

Name	Shares	PPS
Homrich & Berg	2,546,899	64.02
Freestate Advisors LLC	301,455	64.02
Mid Atlantic Financial Management Inc/adv	286,103	64.02
Managed Account Services Inc	282,093	64.02
IFP Advisors, Inc	230,851	72.55
Hnp Capital Llc	191,722	66.21
Citadel Advisors Llc	167,900	66.21
Ameritas Investment Corp	166,977	0.07
D. Scott Neal, Inc.	144,779	66.21
New England Investment & Retirement Group, Inc.	119,532	64.02
Householder Group Estate & Retirement Specialist, LLC	32,627	66.20
E&G Advisors, LP	31,560	66.22
Foresight Capital Management Advisors, Inc.	29,169	66.20
Newport Wealth Strategies, Inc.	28,125	64.04
Lantz Financial LLC	25,980	72.48
Harborview Advisors, LLC	24,877	64.04
Alexandria Capital, LLC	20,035	64.04
Thrive Wealth Management, LLC	19,281	66.23
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF	15,754	69.82
Mosaic Family Wealth, LLC	12,759	72.50
Reilly Financial Advisors, Llc	10,761	72.48
Spotlight Asset Group, Inc.	7,782	63.99
Covenant Multifamily Offices, LLC	7,681	64.18
Cascadia Advisory Services, LLC	6,325	64.03
Tenret Co LLC	5,691	66.24
Wbi Investments, Inc.	5,123	65.20
SageGuard Financial Group, LLC	4,773	64.11
Raymond James Trust N.a.	4,065	66.17
Private Ocean, LLC	3,600	66.11
RBA Wealth Management, LLC	3,251	66.13
Johanson Financial Advisors, Inc.	2,886	72.42
Paladin Advisory Group, LLC	1,786	66.07
GoalVest Advisory LLC	1,724	66.13
First Command Financial Services, Inc.	1,079	65.80
First Command Bank	1,079	65.80
Element Wealth, LLC	818	66.01
Heritage Wealth Management, Llc	800	63.75
Future Financial Wealth Managment LLC	734	66.76
Carroll Financial Associates, Inc.	450	73.33
Coastal Capital Group, Inc.	50	60.00
Activest Wealth Management	1
Holloway Wealth Management, LLC
Pacitti Group Inc.
Procyon Private Wealth Partners, LLC
Parisi Gray Wealth Management
Outlook Wealth Advisors, LLC
Level Four Advisory Services, Llc
Ade, Llc
Family Management Corp
Flagship Private Wealth, LLC
Advisor Partners Llc
Rather & Kittrell, Inc.
Toroso Investments, LLC
Hrt Financial Lp
Putnam Fl Investment Management Co
Provida Pension Fund Administrator
Foundations Investment Advisors, LLC
Clarity Financial LLC
Venturi Wealth Management, LLC
Bartlett & Co. LLC
Rinkey Investments
Madden Advisory Services, Inc.
Empowered Funds, LLC
Abbrea Capital, LLC
FineMark National Bank & Trust
Fisher Asset Management, LLC
Savior LLC
Sowell Financial Services LLC
Fsb Premier Wealth Management, Inc.
Advisor Resource Council
Optiver Holding B.V.
Cassady Schiller Wealth Management, LLC
Bay Harbor Wealth Management, LLC
Gill Capital Partners, Llc
Dentgroup LLC
Atlas Private Wealth Advisors
17 Capital Partners, Llc
Jane Street Group, Llc
Paradigm, Strategies in Wealth Management, LLC
AlphaCore Capital LLC
Two Sigma Securities, Llc
DAVENPORT & Co LLC
Mv Capital Management, Inc.
IMPACTfolio, LLC
Renaissance Technologies Llc
StoneX Group Inc.
Cypress Capital Management LLC (WY)
EWG Elevate Inc.
Tower Research Capital LLC (TRC)
Destination Wealth Management
Liberty Wealth Management Llc
Redwood Investment Management, Llc
Trexquant Investment LP
Absolute Capital Management, LLC
Aries Wealth Management
AMJ Financial Wealth Management
Strategy Asset Managers Llc
Aspire Private Capital, LLC
HAP Trading, LLC
Leelyn Smith, LLC
Lockerman Financial Group, Inc.
Stock Yards Bank & Trust Co
Oxford Financial Group Ltd
Oppenheimer & Co Inc
Journey Advisory Group, LLC
Latitude Advisors, LLC
IndexIQ Advisors LLC
Smithfield Trust Co
First Manhattan Co
Redhawk Wealth Advisors, Inc.
Azimuth Capital Management LLC
Center For Asset Management LLC
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
QCM Cayman, Ltd.
Beacon Harbor Wealth Advisors, Inc.
Quest Investment Management Llc
Elevated Capital Advisors, LLC
Wealth Enhancement & Preservation of GA, LLC
Arlington Capital Management, Inc.
SigFig Wealth Management, LLC
Keebeck Wealth Management, LLC
Voya Financial Advisors, Inc.
Marshall Wace, Llp
Dock Street Asset Management Inc
Barclays Plc
Forefront Wealth Management Inc.
Provident Wealth Management, LLC
Huntington National Bank
USAdvisors Wealth Management, LLC
Bank Julius Baer & Co. Ltd, Zurich
Shulman DeMeo Asset Management LLC
Slow Capital, Inc.
Arkadios Wealth Advisors
Red Door Wealth Management, LLC
Morton Brown Family Wealth, LLC
Old Port Advisors
ASTIX - Astor Dynamic Allocation Fund Class I shares
Sterling Financial Planning, Inc.
Comprehensive Financial Consultants Institutional, Inc.
William Allan, Llc
Truvestments Capital Llc
TAP Consulting, LLC
Concorde Asset Management, LLC
Retirement Planning Co of New England, Inc.
Astor Investment Management LLC
Triumph Capital Management
Ergoteles LLC
Prentice Wealth Management LLC
Ahrens Investment Partners LLC
Vontobel Holding Ltd.
Eaton Vance Management
Johnson Midwest Financial, LLC
Y-Intercept (Hong Kong) Ltd
Investors Financial Group, LLC
Blue Bell Private Wealth Management, Llc
J Arnold Wealth Management Co
Wolverine Trading, Llc
Wolverine Trading, Llc
Warner Financial, Inc
First Horizon Advisors, Inc.
Angeles Investment Advisors, LLC
Pinnacle Wealth Management Group, Inc.

Recent Quarter 176 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Allworth Financial LP	3,882,472	52.28	3,706,916	66.21
HB Wealth Management, LLC	3,189,527	52.28	3,014,584	66.21
Advisory Alpha, LLC	2,571,940	52.28	2,488,954	66.21
Willis Johnson & Associates, Inc.	1,734,179	52.28	1,615,519	66.21
Commonwealth Equity Services, Llc	1,359,766	52.28	1,323,156	66.21
Private Advisor Group, LLC	1,178,090	52.28	981,013	66.21
Connecticut Wealth Management, LLC	1,038,625	52.28	932,574	66.21
Old National Bancorp /in/	834,242	52.28	796,234	66.21
RGT Wealth Advisors, LLC	832,264	52.28	795,614	66.21
Cliftonlarsonallen Wealth Advisors, Llc	700,227	52.28	570,212	66.21
Measured Wealth Private Client Group, LLC	670,524	52.28	694,833	66.21
Ackerman Capital Advisors, LLC	593,421	52.28	630,879	66.21
Money Design Co.,Ltd.	579,975	52.28	593,077	66.21
Financial Planning & Information Services, Inc.	579,564	52.28	521,478	66.21
ESL Trust Services, LLC	564,013	52.28	531,188	66.21
Leicht Financial Planning & Wealth Management, Inc.	522,076	26.18	240,030	66.21
Rodgers & Associates, LTD	521,678	52.28	472,487	66.21
Ford Financial Group, LLC	515,924	52.28	485,413	66.21
Flagship Harbor Advisors, Llc	488,337	52.28	226,475	66.21
Cambridge Investment Research Advisors, Inc.	447,169	52.28	589,073	66.21

Recent Quarter 4 Institutes averaged Up

Name	Current Shares	Current PPS
BMS Financial Advisors, LLC	182,119	72.47
SFG Wealth Management, LLC.	8,397	52.28
Lion Street Advisors, LLC	5,085	69.81
FirstPurpose Wealth LLC	4,701	52.33

Recent Quarter 94 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Leicht Financial Planning & Wealth Management, Inc.	282,046	522,076	26.18	240,030	66.21	117.50
Flagship Harbor Advisors, Llc	261,862	488,337	52.28	226,475	66.21	115.63
Private Advisor Group, LLC	197,077	1,178,090	52.28	981,013	66.21	20.09
BMS Financial Advisors, LLC	182,119	182,119	72.47	0		0.00
Allworth Financial LP	175,556	3,882,472	52.28	3,706,916	66.21	4.74
HB Wealth Management, LLC	174,943	3,189,527	52.28	3,014,584	66.21	5.80
Cliftonlarsonallen Wealth Advisors, Llc	130,015	700,227	52.28	570,212	66.21	22.80
Meritage Portfolio Management	128,131	274,326	52.28	146,195	66.21	87.64
Willis Johnson & Associates, Inc.	118,660	1,734,179	52.28	1,615,519	66.21	7.35
Connecticut Wealth Management, LLC	106,051	1,038,625	52.28	932,574	66.21	11.37
Advisory Alpha, LLC	82,986	2,571,940	52.28	2,488,954	66.21	3.33
Financial Planning & Information Services, Inc.	58,086	579,564	52.28	521,478	66.21	11.14
Rodgers & Associates, LTD	49,191	521,678	52.28	472,487	66.21	10.41
GPS Wealth Strategies Group, LLC	47,252	58,118	52.27	10,866	66.17	434.86
Confluence Investment Management Llc	44,415	206,219	52.28	161,804	66.21	27.45
Great Valley Advisor Group, Inc.	39,041	350,384	52.28	311,343	66.71	12.54
Old National Bancorp /in/	38,008	834,242	52.28	796,234	66.21	4.77
RGT Wealth Advisors, LLC	36,650	832,264	52.28	795,614	66.21	4.61
Commonwealth Equity Services, Llc	36,610	1,359,766	52.28	1,323,156	66.21	2.77
Ccg Wealth Management, Llc	33,690	197,671	52.28	163,981	66.21	20.55

Recent Quarter 63 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Brookstone Capital Management	653,812	59,984	54.90	713,796	62.84	-91.60
Trilogy Capital Inc.	596,077	66,401	52.27	662,478	66.21	-89.98
Win Advisors, Inc	190,569	9,442	52.64	200,011	66.21	-95.28
Cambridge Investment Research Advisors, Inc.	141,904	447,169	52.28	589,073	66.21	-24.09
Stratos Wealth Partners, LTD.	69,799	70,754	52.28	140,553	66.21	-49.66
Altium Wealth Management LLC	59,867	444,939	52.28	504,806	66.21	-11.86
Simplicity Wealth,LLC	43,255	91,625	52.28	134,880	66.21	-32.07
Global Retirement Partners, LLC	41,351	78,411	52.28	119,762	53.46	-34.53
Ackerman Capital Advisors, LLC	37,458	593,421	52.28	630,879	66.21	-5.94
Symphony Financial, Ltd. Co.	31,654	358,537	52.94	390,191	63.43	-8.11
Berkshire Bank	26,986	41,435	52.27	68,421	66.21	-39.44
Financial Futures Ltd Liability Co.	26,801	39,954	52.29	66,755	66.21	-40.15
Measured Wealth Private Client Group, LLC	24,309	670,524	52.28	694,833	66.21	-3.50
Money Concepts Capital Corp	13,983	10,583	52.63	24,566	66.23	-56.92
Transform Wealth, LLC	13,552	104,603	52.28	118,155	66.21	-11.47
Money Design Co.,Ltd.	13,102	579,975	52.28	593,077	66.21	-2.21
BKD Wealth Advisors, LLC	12,116	10,783	52.30	22,899	66.20	-52.91
Wealth Management Resources, Inc.	10,752	185,276	52.28	196,028	66.21	-5.48
Orion Portfolio Solutions, LLC	10,712	16,033	52.27	26,745	66.22	-40.05
Ayalon Holdings Ltd.	9,041	9,132	52.23	18,173	66.20	-49.75

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 1 Previous Institutes closed Put Positions

Name	Previous Puts
HAP Trading, LLC	0

Recent Quarter 1 Previous Institutes closed Call Positions

Name	Previous Calls
Wolverine Trading, Llc	0

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 1 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase
Paladin Advisory Group, LLC	4,551	6,337	1,786	254.82

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 6 New Institutes added position

Name	Shares	PPS
Momentum Advisors, LLC	60,209	52.28
Brandywine Oak Private Wealth Llc	25,736	52.26
Rede Wealth, LLC	21,422	52.28
BTC Capital Management, Inc.	4,947	52.35
Charter Oak Capital Management, LLC	810	51.85
First Command Advisory Services, Inc.	28	35.71

Past Week 7 Institutes closed out their positions

Name	Shares	PPS
Private Ocean, LLC	3,600	66.11
Hnp Capital Llc	191,722	66.21
Coastal Capital Group, Inc.	50	60.00
First Command Financial Services, Inc.	1,079	65.80
First Command Bank	1,079	65.80
Wbi Investments, Inc.	5,123	65.20
Element Wealth, LLC	818	66.01

Past Week 47 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Old National Bancorp /in/	834,242	52.28	796,234	66.21
Measured Wealth Private Client Group, LLC	670,524	52.28	694,833	66.21
Ackerman Capital Advisors, LLC	593,421	52.28	630,879	66.21
ESL Trust Services, LLC	564,013	52.28	531,188	66.21
Altium Wealth Management LLC	444,939	52.28	504,806	66.21
Edmonds Duncan Registered Investment Advisors, LLC	370,736	52.28	369,155	66.21
Meritage Portfolio Management	274,326	52.28	146,195	66.21
JNBA Financial Advisors	273,343	52.28	272,738	66.21
Horizon Financial Services, Llc	254,935	52.28	257,088	66.21
Courier Capital Llc	200,706	52.28	191,722	66.21
Wealth Management Resources, Inc.	185,276	52.28	196,028	66.21
Truist Financial Corp	168,921	52.28	159,757	66.21
Geneos Wealth Management Inc.	121,203	52.65	102,018	66.20
Founders Capital Management	97,272	52.28	101,785	72.47
Investors Research Corp	89,754	52.28	70,823	66.21
Spire Wealth Management	77,911	52.28	73,706	66.21
Stratos Wealth Partners, LTD.	70,754	52.28	140,553	66.21
Trilogy Capital Inc.	66,401	52.27	662,478	66.21
Peterson Financial Group, Inc.	48,747	52.29	41,040	66.20
Financial Futures Ltd Liability Co.	39,954	52.29	66,755	66.21
Mitchell Sinkler & Starr/pa	30,462	52.29	32,202	66.21
Capital Investment Advisory Services, LLC	27,896	52.27	25,267	66.21
Bristlecone Advisors, LLC	18,580	52.26	18,063	66.21
Arkfeld Wealth Strategies, L.L.C.	15,159	54.88	15,124	62.55
Schrum Private Wealth Management LLC	10,926	52.26	15,334	61.11
BKD Wealth Advisors, LLC	10,783	52.30	22,899	66.20
Security Financial Services, INC.	10,727	52.30	8,187	66.20
CWA Asset Management Group, LLC	9,802	52.23	11,195	66.19
Mcdonald Partners Llc	9,294	52.29	9,871	66.25
Willner & Heller, Llc	8,644	52.29	8,589	72.42
Arrow Financial Corp	8,302	52.28	8,321	66.22
Ballast Advisors Llc	7,807	52.26	8,657	66.19
Stratos Wealth Advisors, LLC	7,166	52.33	5,743	66.17
Alpha Cubed Investments, LLC	6,800	52.35	6,800	66.18
Savant Capital, LLC	6,598	52.29	5,842	66.24
Teamwork Financial Advisors, LLC	4,393	52.36	4,574	66.24
SignalPoint Asset Management, LLC	4,086	52.13	4,101	66.33
Pathway Financial Advisors LLC	4,025	52.17	5,985	66.17
Lakeview Capital Partners, LLC	1,218	52.55	1,218	66.50
Macroview Investment Management Llc	1,153	52.04	1,497	66.13
Bogart Wealth, LLC	794	52.90	574	66.20
Umb Bank N A/mo	763	52.42	425	65.88
Costello Asset Management, INC	267	52.43	267	67.42
Maryland Capital Advisors Inc.	182	54.95	182	65.93
Tradewinds Capital Management, LLC	152	52.63	601	66.56
Hexagon Capital Partners LLC	25	40.00	25	80.00
Pacifica Partners Inc.	24	41.67	24	83.33

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
FirstPurpose Wealth LLC	4,701	52.33	0

Past Week 21 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Meritage Portfolio Management	128,131	274,326	52.28	146,195	66.21	87.64
Old National Bancorp /in/	38,008	834,242	52.28	796,234	66.21	4.77
ESL Trust Services, LLC	32,825	564,013	52.28	531,188	66.21	6.18
Geneos Wealth Management Inc.	19,185	121,203	52.65	102,018	66.20	18.81
Investors Research Corp	18,931	89,754	52.28	70,823	66.21	26.73
Truist Financial Corp	9,164	168,921	52.28	159,757	66.21	5.74
Courier Capital Llc	8,984	200,706	52.28	191,722	66.21	4.69
Peterson Financial Group, Inc.	7,707	48,747	52.29	41,040	66.20	18.78
FirstPurpose Wealth LLC	4,701	4,701	52.33	0		0.00
Spire Wealth Management	4,205	77,911	52.28	73,706	66.21	5.71
Capital Investment Advisory Services, LLC	2,629	27,896	52.27	25,267	66.21	10.40
Security Financial Services, INC.	2,540	10,727	52.30	8,187	66.20	31.02
Edmonds Duncan Registered Investment Advisors, LLC	1,581	370,736	52.28	369,155	66.21	0.43
Stratos Wealth Advisors, LLC	1,423	7,166	52.33	5,743	66.17	24.78
Savant Capital, LLC	756	6,598	52.29	5,842	66.24	12.94
JNBA Financial Advisors	605	273,343	52.28	272,738	66.21	0.22
Bristlecone Advisors, LLC	517	18,580	52.26	18,063	66.21	2.86
Umb Bank N A/mo	338	763	52.42	425	65.88	79.53
Bogart Wealth, LLC	220	794	52.90	574	66.20	38.33
Willner & Heller, Llc	55	8,644	52.29	8,589	72.42	0.64
Arkfeld Wealth Strategies, L.L.C.	35	15,159	54.88	15,124	62.55	0.23

Past Week 21 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Trilogy Capital Inc.	596,077	66,401	52.27	662,478	66.21	-89.98
Stratos Wealth Partners, LTD.	69,799	70,754	52.28	140,553	66.21	-49.66
Altium Wealth Management LLC	59,867	444,939	52.28	504,806	66.21	-11.86
Ackerman Capital Advisors, LLC	37,458	593,421	52.28	630,879	66.21	-5.94
Financial Futures Ltd Liability Co.	26,801	39,954	52.29	66,755	66.21	-40.15
Measured Wealth Private Client Group, LLC	24,309	670,524	52.28	694,833	66.21	-3.50
BKD Wealth Advisors, LLC	12,116	10,783	52.30	22,899	66.20	-52.91
Wealth Management Resources, Inc.	10,752	185,276	52.28	196,028	66.21	-5.48
Founders Capital Management	4,513	97,272	52.28	101,785	72.47	-4.43
Schrum Private Wealth Management LLC	4,408	10,926	52.26	15,334	61.11	-28.75
Horizon Financial Services, Llc	2,153	254,935	52.28	257,088	66.21	-0.84
Pathway Financial Advisors LLC	1,960	4,025	52.17	5,985	66.17	-32.75
Mitchell Sinkler & Starr/pa	1,740	30,462	52.29	32,202	66.21	-5.40
CWA Asset Management Group, LLC	1,393	9,802	52.23	11,195	66.19	-12.44
Ballast Advisors Llc	850	7,807	52.26	8,657	66.19	-9.82
Mcdonald Partners Llc	577	9,294	52.29	9,871	66.25	-5.85
Tradewinds Capital Management, LLC	449	152	52.63	601	66.56	-74.71
Macroview Investment Management Llc	344	1,153	52.04	1,497	66.13	-22.98
Teamwork Financial Advisors, LLC	181	4,393	52.36	4,574	66.24	-3.96
Arrow Financial Corp	19	8,302	52.28	8,321	66.22	-0.23
SignalPoint Asset Management, LLC	15	4,086	52.13	4,101	66.33	-0.37

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

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Name	Previous Puts

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Recent Quarter 0 Institutes Increased Short Positions

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Past Week 0 Institutes Reduced Puts

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Name