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 695 111.00 41.75 41.64
Previous Quarter 708 111.00 41.75 42.26

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 19 116 122 4 63 52
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 10 10 60 2 34 23
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 1,330,699 0.00 0.00 0 0.00 0.00
Previous Quarter 1,330,699 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. 60,152,762 41.75
Bank Of America Corp /de/ 20,600,160 41.75
Hamilton Capital, LLC 14,373,447 41.75
LPL Financial LLC 12,416,239 41.75
Valmark Advisers, Inc. 8,223,834 41.75
Morgan Stanley 8,149,428 41.75
Allworth Financial LP 6,037,208 36.82
Envestnet Asset Management Inc 5,449,638 41.75
UBS Group AG 5,347,248 41.75
Boston Private Wealth Llc 4,549,851 41.75
Horizon Investments, LLC 4,520,702 41.75
Franklin Resources Inc 4,470,484 41.75
Nicolet Advisory Services, Llc 3,247,213 42.06
Alesco Advisors Llc 3,230,379 41.75
Raymond James Financial Services Advisors, Inc. 3,164,017 41.75
Willis Johnson & Associates, Inc. 3,069,844 36.82
Equitable Holdings, Inc. 2,759,910 41.75
Advisory Alpha, LLC 2,606,396 36.82
Pfs Investments Inc. 2,569,000 41.75
Advisor Group Holdings, Inc. 2,509,757 39.89

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
Financial Engines Advisors L.L.C. 60,152,762 41.75
Bank Of America Corp /de/ 20,600,160 41.75
Hamilton Capital, LLC 14,373,447 41.75
LPL Financial LLC 12,416,239 41.75
Valmark Advisers, Inc. 8,223,834 41.75
Allworth Financial LP 8,210,872 41.75
Morgan Stanley 8,149,428 41.75
Envestnet Asset Management Inc 5,449,638 41.75
UBS Group AG 5,347,248 41.75
Boston Private Wealth Llc 4,549,851 41.75
Horizon Investments, LLC 4,520,702 41.75
Franklin Resources Inc 4,470,484 41.75
Nicolet Advisory Services, Llc 3,247,213 42.06
Alesco Advisors Llc 3,230,379 41.75
Raymond James Financial Services Advisors, Inc. 3,164,017 41.75
Willis Johnson & Associates, Inc. 2,907,029 41.75
Equitable Holdings, Inc. 2,759,910 41.75
Advisory Alpha, LLC 2,722,210 41.75
Pfs Investments Inc. 2,569,000 41.75
Advisor Group Holdings, Inc. 2,509,757 39.89

 

Recent Quarter Analysis

Name Shares PPS
Farmer Steven Patrick 576,411 36.82
Leicht Financial Planning & Wealth Management, Inc. 219,022 18.39
Oak Harvest Investment Services 109,116 36.82
Brandywine Oak Private Wealth Llc 40,994 36.81
Platte River Wealth Advisors, LLC 36,205 36.82
Intergy Private Wealth, LLC 13,350 36.85
BKD Wealth Advisors, LLC 13,014 36.81
Essex Savings Bank 6,793 36.80
Wolf Group Capital Advisors 6,603 36.80
Newbridge Financial Services Group, Inc. 3,817 36.94
Charter Oak Capital Management, LLC 2,271 36.99
Sargent Bickham Lagudis LLC 643 37.33
CVA Family Office, LLC 470 36.17
Bank of New Hampshire 332 36.14
PSI Advisors, LLC 305 36.07
ACG Wealth 200 35.00
Steward Financial Group LLC 186 32.26
First Command Advisory Services, Inc. 10
Harbor Investment Advisory, Llc 0
Name Shares PPS
PFDEX - RiskPro® PFG Equity 30+ Fund Class R 573,734 40.79
Freestate Advisors LLC 472,711 39.00
Managed Account Services Inc 471,479 39.00
Susquehanna International Group, Llp 301,449 41.75
PFDBX - RiskPro® PFG Balanced 20-30 Fund Class R 237,304 40.79
Hnp Capital Llc 167,211 41.75
Signify Wealth 128,035 41.75
IFP Advisors, Inc 109,837 42.03
Alexandria Capital, LLC 56,290 38.99
EisnerAmper Wealth Management Corporate Benefits, LLC 47,091 41.75
Harborview Advisors, LLC 44,577 39.01
Lantz Financial LLC 36,144 42.00
PFDGX - RiskPro® PFG Global 30+ Fund Class R 35,634 40.80
Ameritas Investment Corp 13,317 0.08
Covenant Multifamily Offices, LLC 12,564 39.64
Cliftonlarsonallen Wealth Advisors, Llc 12,085 41.79
Phillips Financial Management, Llc 9,270 41.75
CWA Asset Management Group, LLC 7,864 41.71
Integrated Capital Management, Inc. 4,854 41.82
Wall Capital Group, Inc. 4,315 41.71
Element Wealth, LLC 2,039 41.69
QMN - IQ Hedge Market Neutral Tracker ETF 2,017 41.15
First Command Bank 1,733 41.55
First Command Financial Services, Inc. 1,733 41.55
Future Financial Wealth Managment LLC 1,300 41.54
Heritage Wealth Management, Llc 1,215 38.68
Win Advisors, Inc 689 42.09
Harbor Investment Advisory, Llc 625 41.60
Paladin Advisory Group, LLC 61 32.79
Paradigm, Strategies in Wealth Management, LLC
CWM Advisors, LLC
Financial Enhancement Group LLC
Bessemer Group Inc
McKinley Carter Wealth Services, Inc.
Balyasny Asset Management Llc
Amplius Wealth Advisors, LLC
Advisory Resource Group
Firestone Capital Management
Aries Wealth Management
Clear Perspectives Financial Planning, LLC
CNB Bank
Total Clarity Wealth Management, Inc.
Ade, Llc
StoneX Group Inc.
Rather & Kittrell, Inc.
Moors & Cabot, Inc.
Bellwether Advisors, LLC
JD Financial Services Inc.
Berkeley Capital Partners, LLC
Dupont Capital Management Corp
Bartlett & Co. LLC
Smith, Moore & Co.
Eaton Vance Management
Truadvice, LLC
Mystic Asset Management, Inc.
Rinkey Investments
Pinnacle Wealth Management Group, Inc.
Capital Financial Planning, LLC
Fusion Family Wealth LLC
Renaissance Technologies Llc
Motco
Y-Intercept (Hong Kong) Ltd
Fsb Premier Wealth Management, Inc.
Journey Advisory Group, LLC
Cassady Schiller Wealth Management, LLC
Leelyn Smith, LLC
Balentine LLC
CENTRAL TRUST Co
QCM Cayman, Ltd.
Richwood Investment Advisors, LLC
Pacitti Group Inc.
Jane Street Group, Llc
Hrt Financial Lp
Simplex Trading, Llc
Liberty Wealth Management Llc
Retirement Planning Co of New England, Inc.
Trexquant Investment LP
Sowell Financial Services LLC
DCM Advisors, LLC
Stephens Inc /ar/
Phoenix Holdings Ltd.
Advisor Resource Council
Virtue Capital Management, LLC
Cordasco Financial Network
Kalos Management, Inc.
Miracle Mile Advisors, LLC
TAP Consulting, LLC
Capitol Family Office, Inc.
Glovista Investments LLC
Excalibur Management Corp
Northern Trust Corp
Huntington National Bank
Foundations Investment Advisors, LLC
Strategic Asset Management, LLC
Whitener Capital Management, Inc.
Karp Capital Management Corp
Shulman DeMeo Asset Management LLC
J Arnold Wealth Management Co
Barclays Plc
Fifth Third Securities, Inc.
Holloway Wealth Management, LLC
Morton Brown Family Wealth, LLC
Tectonic Advisors Llc
Sequent Asset Management, LLC
First Horizon Advisors, Inc.
Capital Square, LLC
Morgan Dempsey Capital Management Llc
Selective Wealth Management, Inc.
Country Trust Bank
Harbor Investment Advisory, Llc
First Heartland Consultants, Inc.
Comprehensive Financial Consultants Institutional, Inc.
Fisher Asset Management, LLC
MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class
SFG Wealth Management, LLC.
FIL Ltd
Name Current Shares Current PPS Previous Shares Previous PPS
Allworth Financial LP 6,037,208 36.82 8,210,872 41.75
Willis Johnson & Associates, Inc. 3,069,844 36.82 2,907,029 41.75
Advisory Alpha, LLC 2,606,396 36.82 2,722,210 41.75
Lutz Financial Services LLC 1,988,164 36.82 2,001,068 41.75
Connecticut Wealth Management, LLC 1,587,315 36.82 1,518,873 41.75
Accredited Investors Inc. 1,232,112 36.82 1,852,090 41.75
Brookstone Capital Management 1,042,054 37.25 1,323,589 41.68
Avantax Planning Partners, Inc. 978,033 36.82 139,136 41.75
Wealth Enhancement Advisory Services, Llc 891,462 37.25 840,354 41.90
Private Advisor Group, LLC 849,793 36.82 947,971 41.75
Commonwealth Equity Services, Llc 745,034 36.82 739,888 41.75
Ford Financial Group, LLC 737,123 36.82 728,332 41.75
Cambridge Investment Research Advisors, Inc. 674,620 36.82 738,004 41.75
Altium Wealth Management LLC 621,125 36.82 684,115 41.75
Money Design Co.,Ltd. 586,499 36.82 574,920 41.75
Confluence Investment Management Llc 576,411 36.82 526,017 41.75
Ackerman Capital Advisors, LLC 563,340 36.82 412,375 41.75
Edmonds Duncan Registered Investment Advisors, LLC 536,267 36.82 576,519 41.75
Sanchez Wealth Management Group 525,239 36.82 519,237 41.75
Flagship Harbor Advisors, Llc 502,905 36.82 614,202 41.75
Name Current Shares Current PPS Previous Shares Previous PPS
Gunma Bank,Ltd. 64,000 36.81 0
Financial Management Network Inc 11,175 37.32 0
Parkside Financial Bank & Trust 281 35.59 0
Founders Capital Management 240 37.50 4
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Avantax Planning Partners, Inc. 838,897 978,033 36.82 139,136 41.75 602.93
Good Life Advisors, LLC 324,369 387,968 36.82 63,599 41.75 510.02
Willis Johnson & Associates, Inc. 162,815 3,069,844 36.82 2,907,029 41.75 5.60
Ackerman Capital Advisors, LLC 150,965 563,340 36.82 412,375 41.75 36.61
McAdam, LLC 123,329 254,251 36.82 130,922 41.75 94.20
Spire Wealth Management 96,196 209,382 36.82 113,186 41.75 84.99
Connecticut Wealth Management, LLC 68,442 1,587,315 36.82 1,518,873 41.75 4.51
Gunma Bank,Ltd. 64,000 64,000 36.81 0 0.00
Atticus Wealth Management, Llc 61,486 88,652 36.82 27,166 41.74 226.33
Wealth Enhancement Advisory Services, Llc 51,108 891,462 37.25 840,354 41.90 6.08
Confluence Investment Management Llc 50,394 576,411 36.82 526,017 41.75 9.58
Global Retirement Partners, LLC 45,455 113,380 36.82 67,925 39.18 66.92
Geneos Wealth Management Inc. 42,666 237,652 37.28 194,986 41.75 21.88
FTLS - First Trust Long/Short Equity ETF 25,466 60,672 39.71 35,206 41.24 72.33
GPS Wealth Strategies Group, LLC 23,054 23,360 36.82 306 42.48 7533.99
Stone Point Wealth LLC 22,203 106,734 36.82 84,531 41.91 26.27
Western Wealth Management, LLC 18,831 457,715 36.84 438,884 41.75 4.29
Stratos Wealth Partners, LTD. 17,312 70,034 36.82 52,722 41.75 32.84
Cooper Financial Group 16,634 115,564 36.82 98,930 41.75 16.81
Bridge Advisory, LLC 11,828 19,318 36.86 7,490 41.79 157.92
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Allworth Financial LP 2,173,664 6,037,208 36.82 8,210,872 41.75 -26.47
Accredited Investors Inc. 619,978 1,232,112 36.82 1,852,090 41.75 -33.47
Great Valley Advisor Group, Inc. 299,190 192,104 36.82 491,294 41.76 -60.90
Brookstone Capital Management 281,535 1,042,054 37.25 1,323,589 41.68 -21.27
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 182,974 255,474 39.70 438,448 41.25 -41.73
Weitzel Financial Services, Inc. 122,914 42,241 36.81 165,155 41.75 -74.42
Advisory Alpha, LLC 115,814 2,606,396 36.82 2,722,210 41.75 -4.25
Flagship Harbor Advisors, Llc 111,297 502,905 36.82 614,202 41.75 -18.12
Private Advisor Group, LLC 98,178 849,793 36.82 947,971 41.75 -10.36
Cambridge Investment Research Advisors, Inc. 63,384 674,620 36.82 738,004 41.75 -8.59
Altium Wealth Management LLC 62,990 621,125 36.82 684,115 41.75 -9.21
Simplicity Wealth,LLC 51,188 88,729 36.82 139,917 41.75 -36.58
Edmonds Duncan Registered Investment Advisors, LLC 40,252 536,267 36.82 576,519 41.75 -6.98
Householder Group Estate & Retirement Specialist, LLC 29,442 5,479 36.87 34,921 41.75 -84.31
Horizon Financial Services, Llc 28,160 266,677 36.82 294,837 41.75 -9.55
Money Concepts Capital Corp 22,963 17,973 37.28 40,936 41.75 -56.09
JNBA Financial Advisors 13,320 245,548 36.82 258,868 41.75 -5.15
Lutz Financial Services LLC 12,904 1,988,164 36.82 2,001,068 41.75 -0.64
Centennial Wealth Advisory LLC 10,874 93,005 36.82 103,879 41.75 -10.47
Pacific Financial Group Inc 8,565 168,868 36.82 177,433 41.75 -4.83
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
Oak Harvest Investment Services 109,116 36.82
Brandywine Oak Private Wealth Llc 40,994 36.81
BKD Wealth Advisors, LLC 13,014 36.81
Essex Savings Bank 6,793 36.80
Wolf Group Capital Advisors 6,603 36.80
Charter Oak Capital Management, LLC 2,271 36.99
PSI Advisors, LLC 305 36.07
Steward Financial Group LLC 186 32.26
First Command Advisory Services, Inc. 10
Harbor Investment Advisory, Llc 0
Name Shares PPS
First Command Financial Services, Inc. 1,733 41.55
Phillips Financial Management, Llc 9,270 41.75
First Command Bank 1,733 41.55
Element Wealth, LLC 2,039 41.69
Win Advisors, Inc 689 42.09
CWA Asset Management Group, LLC 7,864 41.71
Signify Wealth 128,035 41.75
Hnp Capital Llc 167,211 41.75
Integrated Capital Management, Inc. 4,854 41.82
Harbor Investment Advisory, Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Willis Johnson & Associates, Inc. 3,069,844 36.82 2,907,029 41.75
Lutz Financial Services LLC 1,988,164 36.82 2,001,068 41.75
Accredited Investors Inc. 1,232,112 36.82 1,852,090 41.75
Avantax Planning Partners, Inc. 978,033 36.82 139,136 41.75
Wealth Enhancement Advisory Services, Llc 891,462 37.25 840,354 41.90
Commonwealth Equity Services, Llc 745,034 36.82 739,888 41.75
Altium Wealth Management LLC 621,125 36.82 684,115 41.75
Ackerman Capital Advisors, LLC 563,340 36.82 412,375 41.75
Edmonds Duncan Registered Investment Advisors, LLC 536,267 36.82 576,519 41.75
Western Wealth Management, LLC 457,715 36.84 438,884 41.75
Rodgers & Associates, LTD 446,346 36.82 446,252 41.75
Good Life Advisors, LLC 387,968 36.82 63,599 41.75
Horizon Financial Services, Llc 266,677 36.82 294,837 41.75
JNBA Financial Advisors 245,548 36.82 258,868 41.75
Geneos Wealth Management Inc. 237,652 37.28 194,986 41.75
Spire Wealth Management 209,382 36.82 113,186 41.75
Truist Financial Corp 208,741 36.82 204,399 41.75
Great Valley Advisor Group, Inc. 192,104 36.82 491,294 41.76
Waller Financial Planning Group, Inc 182,223 36.82 189,011 41.75
Courier Capital Llc 177,449 36.82 167,211 41.75
Financial Planning & Information Services, Inc. 174,471 36.82 170,864 41.75
Savant Capital, LLC 162,071 36.82 168,259 41.75
Econ Financial Services Corp 123,888 36.82 125,269 41.75
Occidental Asset Management, LLC 109,377 36.82 106,934 41.75
Stone Point Wealth LLC 106,734 36.82 84,531 41.91
Simplicity Wealth,LLC 88,729 36.82 139,917 41.75
Annapolis Financial Services, LLC 85,164 36.82 85,164 41.75
Stratos Wealth Partners, LTD. 70,034 36.82 52,722 41.75
Peterson Financial Group, Inc. 55,556 36.83 48,814 41.75
Waypoint Capital Advisors, LLC 54,518 36.81 55,330 41.77
Peterson Wealth Advisors, LLC 48,301 36.81 48,301 41.76
Sawtooth Solutions, LLC 46,746 36.82 51,070 41.75
Teamwork Financial Advisors, LLC 41,518 36.83 33,475 41.76
Brinker Capital Investments, LLC 40,462 36.82 40,641 41.76
Kaizen Financial Strategies 34,133 36.83 30,709 41.75
Flagship Private Wealth, LLC 32,314 0.03 30,319 0.03
Trilogy Capital Inc. 28,760 36.82 24,429 41.75
Schrum Private Wealth Management LLC 24,256 36.82 20,810 40.70
GPS Wealth Strategies Group, LLC 23,360 36.82 306 42.48
Centerpoint Advisors, LLC 21,077 36.82 24,788 41.75
Ellevest, Inc. 20,432 36.81 20,243 41.74
Money Concepts Capital Corp 17,973 37.28 40,936 41.75
Warren Street Wealth Advisors, LLC 16,657 36.80 17,078 41.75
Stratos Wealth Advisors, LLC 15,946 36.81 10,399 41.73
Wealth Management Resources, Inc. 12,264 36.86 17,051 41.76
Hudson Valley Investment Advisors Inc /adv 9,511 36.80 9,433 41.77
MAI Capital Management 9,016 36.82 9,516 41.72
Sequoia Financial Advisors, LLC 8,528 36.82 15,107 41.77
Claraphi Advisory Network, LLC 7,958 36.82 5,050 41.78
Cahaba Wealth Management, Inc. 7,203 36.79 7,160 39.66
Grimes & Company, Inc. 6,686 36.79 5,913 41.77
Cambridge Advisors Inc. 6,430 36.86 6,080 41.78
Householder Group Estate & Retirement Specialist, LLC 5,479 36.87 34,921 41.75
Ballast Advisors Llc 5,312 36.90 5,262 41.81
Tradewinds Capital Management, LLC 5,021 36.85 7,550 41.72
PrairieView Partners, LLC 3,256 36.86 3,385 41.65
Lakeview Capital Partners, LLC 1,206 36.48 1,206 41.46
Asset Dedication, LLC 1,049 37.18 1,049 41.94
Hartford Financial Management Inc. 789 36.76 789 41.83
Capital Investment Advisory Services, LLC 389 35.99 310 41.94
Name Current Shares Current PPS Previous Shares Previous PPS
Gunma Bank,Ltd. 64,000 36.81 0
Founders Capital Management 240 37.50 4
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Avantax Planning Partners, Inc. 838,897 978,033 36.82 139,136 41.75 602.93
Good Life Advisors, LLC 324,369 387,968 36.82 63,599 41.75 510.02
Willis Johnson & Associates, Inc. 162,815 3,069,844 36.82 2,907,029 41.75 5.60
Ackerman Capital Advisors, LLC 150,965 563,340 36.82 412,375 41.75 36.61
Spire Wealth Management 96,196 209,382 36.82 113,186 41.75 84.99
Gunma Bank,Ltd. 64,000 64,000 36.81 0 0.00
Wealth Enhancement Advisory Services, Llc 51,108 891,462 37.25 840,354 41.90 6.08
Geneos Wealth Management Inc. 42,666 237,652 37.28 194,986 41.75 21.88
GPS Wealth Strategies Group, LLC 23,054 23,360 36.82 306 42.48 7533.99
Stone Point Wealth LLC 22,203 106,734 36.82 84,531 41.91 26.27
Western Wealth Management, LLC 18,831 457,715 36.84 438,884 41.75 4.29
Stratos Wealth Partners, LTD. 17,312 70,034 36.82 52,722 41.75 32.84
Courier Capital Llc 10,238 177,449 36.82 167,211 41.75 6.12
Teamwork Financial Advisors, LLC 8,043 41,518 36.83 33,475 41.76 24.03
Peterson Financial Group, Inc. 6,742 55,556 36.83 48,814 41.75 13.81
Stratos Wealth Advisors, LLC 5,547 15,946 36.81 10,399 41.73 53.34
Commonwealth Equity Services, Llc 5,146 745,034 36.82 739,888 41.75 0.70
Truist Financial Corp 4,342 208,741 36.82 204,399 41.75 2.12
Trilogy Capital Inc. 4,331 28,760 36.82 24,429 41.75 17.73
Financial Planning & Information Services, Inc. 3,607 174,471 36.82 170,864 41.75 2.11
Schrum Private Wealth Management LLC 3,446 24,256 36.82 20,810 40.70 16.56
Kaizen Financial Strategies 3,424 34,133 36.83 30,709 41.75 11.15
Claraphi Advisory Network, LLC 2,908 7,958 36.82 5,050 41.78 57.58
Occidental Asset Management, LLC 2,443 109,377 36.82 106,934 41.75 2.28
Flagship Private Wealth, LLC 1,995 32,314 0.03 30,319 0.03 6.58
Grimes & Company, Inc. 773 6,686 36.79 5,913 41.77 13.07
Cambridge Advisors Inc. 350 6,430 36.86 6,080 41.78 5.76
Founders Capital Management 236 240 37.50 4 5900.00
Ellevest, Inc. 189 20,432 36.81 20,243 41.74 0.93
Rodgers & Associates, LTD 94 446,346 36.82 446,252 41.75 0.02
Capital Investment Advisory Services, LLC 79 389 35.99 310 41.94 25.48
Hudson Valley Investment Advisors Inc /adv 78 9,511 36.80 9,433 41.77 0.83
Ballast Advisors Llc 50 5,312 36.90 5,262 41.81 0.95
Cahaba Wealth Management, Inc. 43 7,203 36.79 7,160 39.66 0.60
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Accredited Investors Inc. 619,978 1,232,112 36.82 1,852,090 41.75 -33.47
Great Valley Advisor Group, Inc. 299,190 192,104 36.82 491,294 41.76 -60.90
Altium Wealth Management LLC 62,990 621,125 36.82 684,115 41.75 -9.21
Simplicity Wealth,LLC 51,188 88,729 36.82 139,917 41.75 -36.58
Edmonds Duncan Registered Investment Advisors, LLC 40,252 536,267 36.82 576,519 41.75 -6.98
Householder Group Estate & Retirement Specialist, LLC 29,442 5,479 36.87 34,921 41.75 -84.31
Horizon Financial Services, Llc 28,160 266,677 36.82 294,837 41.75 -9.55
Money Concepts Capital Corp 22,963 17,973 37.28 40,936 41.75 -56.09
JNBA Financial Advisors 13,320 245,548 36.82 258,868 41.75 -5.15
Lutz Financial Services LLC 12,904 1,988,164 36.82 2,001,068 41.75 -0.64
Waller Financial Planning Group, Inc 6,788 182,223 36.82 189,011 41.75 -3.59
Sequoia Financial Advisors, LLC 6,579 8,528 36.82 15,107 41.77 -43.55
Savant Capital, LLC 6,188 162,071 36.82 168,259 41.75 -3.68
Wealth Management Resources, Inc. 4,787 12,264 36.86 17,051 41.76 -28.07
Sawtooth Solutions, LLC 4,324 46,746 36.82 51,070 41.75 -8.47
Centerpoint Advisors, LLC 3,711 21,077 36.82 24,788 41.75 -14.97
Tradewinds Capital Management, LLC 2,529 5,021 36.85 7,550 41.72 -33.50
Econ Financial Services Corp 1,381 123,888 36.82 125,269 41.75 -1.10
Waypoint Capital Advisors, LLC 812 54,518 36.81 55,330 41.77 -1.47
MAI Capital Management 500 9,016 36.82 9,516 41.72 -5.25
Warren Street Wealth Advisors, LLC 421 16,657 36.80 17,078 41.75 -2.47
Brinker Capital Investments, LLC 179 40,462 36.82 40,641 41.76 -0.44
PrairieView Partners, LLC 129 3,256 36.86 3,385 41.65 -3.81
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