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	2,391	121.00	81.66	81.83
Previous Quarter	2,524	119.00	81.65	81.29

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	41	356	35	500	229	209
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	2	4	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Current Quarter	0	0	2	0	0	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	8	7	24	131	63	60
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	63,226,480	12.44	40.95	94,840,388	18.66	82.20
Previous Quarter	31,714,779	6.24	81.65	95,045,377	18.70	81.43

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
Vanguard Group Inc	45,402,613	81.65
VANGUARD GROUP INC	44,993,172
Wellington Management Group Llp	35,539,582	81.65
WELLINGTON MANAGEMENT GROUP LLP	31,914,930
BlackRock Inc.	31,668,083	81.65
BlackRock Inc.	31,519,869
State Street Corp	24,545,969	82.11
Jpmorgan Chase & Co	17,887,672	81.65
VWELX - VANGUARD WELLINGTON FUND Investor Shares	17,660,754	87.10
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	14,641,210	81.65
Lazard Asset Management Llc	12,638,567	81.65
Fmr Llc	12,030,022	81.65
Trian Fund Management, L.p.	11,503,829	81.65
VFINX - Vanguard 500 Index Fund Investor Shares	11,106,656	81.65
HLIEX - JPMorgan Equity Income Fund Class I	10,410,628	81.65
Geode Capital Management, Llc	8,107,164	81.41
Invesco Ltd.	7,991,185	81.65
Longview Partners (Guernsey) LTD	7,892,783	81.65
Ameriprise Financial Inc	7,124,573	81.66
Price T Rowe Associates Inc /md/	6,332,574	81.65

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
Vanguard Group Inc	45,402,613	81.65
Wellington Management Group Llp	35,539,582	81.65
BlackRock Inc.	31,668,083	81.65
State Street Corp	24,545,969	82.11
Jpmorgan Chase & Co	17,887,672	81.65
VWELX - VANGUARD WELLINGTON FUND Investor Shares	17,660,754	87.10
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	14,641,210	81.65
Lazard Asset Management Llc	12,638,567	81.65
Fmr Llc	12,030,022	81.65
Trian Fund Management, L.p.	11,503,829	81.65
VFINX - Vanguard 500 Index Fund Investor Shares	11,106,656	81.65
HLIEX - JPMorgan Equity Income Fund Class I	10,410,628	81.65
Geode Capital Management, Llc	8,107,164	81.41
Invesco Ltd.	7,991,185	81.65
Longview Partners (Guernsey) LTD	7,892,783	81.65
Ameriprise Financial Inc	7,124,573	81.66
Price T Rowe Associates Inc /md/	6,332,574	81.65
Northern Trust Corp	6,137,499	81.65
Victory Capital Management Inc	6,115,488	81.90
American Century Companies Inc	6,108,446	81.65

Recent Quarter Analysis

Recent Quarter 41 New Institutes added position

Name	Shares	PPS
VANGUARD GROUP INC	44,993,172
WELLINGTON MANAGEMENT GROUP LLP	31,914,930
MPGFX - Mairs & Power Growth Fund	947,000	84.71
VAFAX - Invesco American Franchise Fund Class A	738,335	84.18
ITHAX - THE HARTFORD CAPITAL APPRECIATION FUND Class A	463,399	85.48
FFEIX - Nuveen Dividend Value Fund Class A	423,232	85.48
FBGRX - Fidelity Blue Chip Growth Fund	391,195	85.48
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A	370,524	84.18
Raymond James Financial Services Advisors, Inc.	281,691	81.65
American International Group, Inc.	140,140	81.65
Private Capital Advisors, Inc.	135,440	84.71
MAPOX - Mairs & Power Balanced Fund	135,000	84.71
ASMMX - Invesco Summit Fund Class A	132,300	85.48
FDGFX - Fidelity Dividend Growth Fund	69,500	85.48
FBCGX - Fidelity Blue Chip Growth K6 Fund	48,359	85.49
FSBDX - Fidelity Series Blue Chip Growth Fund	46,000	85.48
RSEAX - U.S. Strategic Equity Fund Class A	35,256	85.49
Signature Estate & Investment Advisors Llc	24,510	84.70
Plimoth Trust Co Llc	17,920	84.71
Ern Llc	15,000	84.73

Recent Quarter 356 Institutes closed out their positions

Name	Shares	PPS
Jpmorgan Chase & Co	17,887,672	81.65
TEPLX - Templeton Growth Fund, Inc. Class A	1,901,627	70.04
LAFFX - LORD ABBETT AFFILIATED FUND INC Class A	1,007,600	76.90
Barclays Plc	884,136	81.65
Twin Tree Management, LP	684,200	81.65
TEMWX - Templeton World Fund Class A	671,344	70.04
Credit Suisse Ag/	514,440	81.65
Credit Suisse Ag/	514,440	81.65
Raymond James Financial Services Advisors, Inc.	281,691	81.65
American International Group, Inc.	140,140	81.65
Group One Trading, L.p.	115,600	81.65
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1	113,739	78.50
IBIAX - Ivy Global Equity Income Fund Class A	112,708	78.50
B. Metzler seel. Sohn & Co. Holding AG	79,881	78.50
Hexavest Inc.	70,025	78.50
PEAK6 Investments LLC	62,200	81.66
Ivy Variable Insurance Portfolios - Ivy VIP Global Equity Income Class II	60,628	78.50
Aaron Wealth Advisors LLC	45,479	12.25
Farr Miller & Washington Llc/dc	45,478	78.50
PAEAX - Putnam Dynamic Asset Allocation Growth Fund Class A shares	45,400	78.50
PABAX - Putnam Dynamic Asset Allocation Balanced Fund Class A shares	44,500	78.49
NorthCoast Asset Management LLC	30,128	78.53
Reilly Financial Advisors, Llc	27,978	78.56
MDIVX - BMO Dividend Income Fund Class I	27,268	70.05
IMAYX - Ivy Apollo Multi-Asset Income Fund Class Y	23,613	78.52
CZMGX - Multi-Manager Growth Strategies Fund Institutional Class	22,008	78.52
First Midwest Bank Trust Division	20,355	78.56
GARTX - Goldman Sachs Absolute Return Tracker Fund Class A	18,491	78.52
CMVIX - Blackrock Advantage Large Cap Growth Fund Institutional	17,995	70.02
SZNE - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF	16,115	76.88
World Asset Management Inc	15,895	78.52
Bbva Usa	13,816	78.53
Optimal Asset Management, Inc.	12,523	78.50
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class	11,291	78.47
PBAIX - Blackrock Tactical Opportunities Fund Institutional	11,245	76.92
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund)	11,045	78.50
HighPoint Advisor Group LLC	9,754	78.53
Point72 Hong Kong Ltd	9,700	81.65
Mid Atlantic Financial Management Inc/adv	9,645	78.49
Homrich & Berg	8,632	78.54
IBM Retirement Fund	8,143	81.67
FTLS - First Trust Long/Short Equity ETF	7,558	78.20
Mercer Capital Advisers, Inc.	6,683	78.56
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1	6,278	78.53
BKLC - BNY Mellon US Large Cap Core Equity ETF	6,075	76.87
Washington Capital Management Inc	5,825	81.72
Exane Derivatives	5,413	81.66
VELA Funds - VELA Large Cap 130/30 Fund Class I	4,959	78.44
ADVNX - North Square Strategic Income Fund Class I	4,370	76.89
Country Club Trust Company, n.a.	4,200	78.10
IMSIX - IMS Strategic Income Fund Institutional Class Shares	3,900	78.46
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares	3,721	78.47
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I	3,236	78.49
Arvest Bank Trust Division	3,060	78.43
IFP Advisors, Inc	3,046	79.12
Psagot Investment House Ltd.	2,954	78.54
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio	2,947	78.38
Hnp Capital Llc	2,871	81.50
Parametrica Management Ltd	2,707	81.64
Carroll Financial Associates, Inc.	2,654	77.24
Alpha Cubed Investments, LLC	2,558	81.70
WLDR - Affinity World Leaders Equity ETF	2,550	78.04
TADS - Trend Aggregation Dividend Stock ETF	2,328	78.61
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A	2,169	78.38
Security National Trust Co	2,085	77.70
ESG - FlexShares STOXX US ESG Impact Index Fund	1,904	76.68
Clear Street Markets Llc	1,808	81.86
First Mercantile Trust Co	1,790	78.77
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)	1,734	78.43
Asset Dedication, LLC	1,714	81.10
Berman Capital Advisors, LLC	1,207	77.05
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF	1,180	77.12
MML Series Investment Fund II - MML Equity Rotation Fund Class II	1,083	78.49
GDMYX - Defensive Market Strategies Fund Institutional	786	78.88
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I	770	77.92
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3	709	77.57
LGCAX - Lord Abbett Global Equity Research Fund Class A	688	77.03
DTLGX - Large Company Growth Portfolio Investment Class	531	79.10
Gemmer Asset Management LLC	396	80.81
Wealth Quarterback LLC	365
MGSSX - MassMutual Select BlackRock Global Allocation Fund Class R5	301	79.73
Atwood & Palmer Inc	250	80.00
Sonora Investment Management, LLC	221	76.92
Tarbox Family Office, Inc.	184	81.52
Crescent Capital Consulting, LLC	149	80.54
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio	84	83.33
Worth Asset Management, LLC	19	105.26
Prentice Wealth Management LLC	12	83.33
GoalVest Advisory LLC	5
First Quadrant L P/ca
FXTAX - PSI Tactical Growth Fund Class A Shares
CCOR - Core Alternative ETF
UGOFX - Global Managed Volatility Fund Institutional Shares
NewSquare Capital LLC
XTX Topco Ltd
USGRX - Growth & Income Fund Shares
Personal Wealth Partners
Duality Advisers, Lp
Marino, Stram & Associates Llc
Quantamental Technologies LLC
Symmetry Investments LP
IPFCX - Poplar Forest Cornerstone Fund Investor Class
GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
Hrt Financial Lp
Dynamic Technology Lab Private Ltd
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a)
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
Cypress Capital Management LLC (WY)
QCGRRX - Growth Account Class R1
UNIVEST FINANCIAL Corp
Little House Capital Llc
Segantii Capital Management Ltd
Weiss Asset Management LP
CX Institutional
Bp Plc
Keel Point, LLC
Waratah Capital Advisors Ltd.
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
PFPFX - Poplar Forest Partners Fund Class A
MKP Capital Management, L.L.C.
Strategic Blueprint, LLC
JPGSX - JPMorgan Intrepid Growth Fund Class I
ALVOX - Alger Capital Appreciation Portfolio Class S
Quantbot Technologies LP
Quantitative Systematic Strategies LLC
USISX - Income Stock Fund Shares
Investment Research & Advisory Group, Inc.
JSGAX - John Hancock U.S. Quality Growth Fund Class A
FDx Advisors, Inc.
Bank Of Hawaii
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
Stratos Wealth Advisors, LLC
Tru Independence Asset Management 2, Llc
L2 Asset Management, LLC
AlphaStar Capital Management, LLC
Magnetar Financial LLC
HYA Advisors, Inc
Pinnacle Family Advisors, LLC
Spouting Rock Asset Management, LLC
LEQAX - LoCorr Dynamic Equity Fund Class A
Neo Ivy Capital Management
Two Sigma Advisers, Lp
Savior LLC
GPIGX - GuidePath(R) Growth and Income Fund
Claybrook Capital, LLC
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio
THPGX - Thompson LargeCap Fund
IYC - iShares U.S. Consumer Services ETF
ExodusPoint Capital Management, LP
TIG Advisors, LLC
Teza Capital Management LLC
ACAAX - Alger Capital Appreciation Fund Class A
FLC Capital Advisors
FCEUX - Franklin U.S. Core Equity (IU) Fund Advisor
Fundamentun, Llc
Machina Capital S.a.s.
Orser Capital Management, Llc
Prelude Capital Management, Llc
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
Cordatus Wealth Management LLC
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio
Parkside Investments, LLC
Brown Advisory Securities, LLC
RMEAX - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
Pearl River Capital, LLC
Jump Financial, LLC
united american securities inc. (d/b/a uas asset management)
Kovack Advisors, Inc.
Emerald Investment Partners, Llc
PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
FDMO - Fidelity Momentum Factor ETF
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
TimesSquare Capital Management, LLC
CWM Advisors, LLC
Northstar Advisory Group, LLC
Pekin Hardy Strauss, Inc.
AXS Investments LLC
ALARX - Alger Capital Appreciation Institutional Fund Class I
Schonfeld Strategic Advisors LLC
NuWave Investment Management, LLC
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
Turim 21 Investimentos Ltda.
Parkwood LLC
SageGuard Financial Group, LLC
Poplar Forest Capital LLC
tru Independence LLC
KCEVX - Knights of Columbus Long/Short Equity Fund Investor Shares
Kowal Investment Group, LLC
Krane Funds Advisors LLC
Pensionfund DSM Netherlands
True Link Financial Advisors, LLC
Baader Bank INC
Polaris Wealth Advisory Group, LLC
Eubel Brady & Suttman Asset Management Inc
Evolution Wealth Advisors, LLC
Bayesian Capital Management, LP
GINDX - Gotham Index Plus Fund Institutional Class
Cypress Point Wealth Management, LLC
Taylor, Cottrill, Erickson & Associates, Inc.
Atlas Private Wealth Advisors
Caisse De Depot Et Placement Du Quebec
Krs Capital Management, Llc
Future Financial Wealth Managment LLC
Aigen Investment Management, Lp
Csenge Advisory Group
Dark Forest Capital Management Lp
AMP Capital Investors Ltd
Pacitti Group Inc.
Fox Run Management, L.l.c.
Winning Points Advisors, LLC
Cornerstone Advisory, LLC
Quadrature Capital Ltd
Capital Fund Management S.a.
Gluskin Sheff & Assoc Inc
Hancock Whitney Investment Services Inc.
Paradigm Financial Partners, Llc
Ironwood Financial, llc
Occudo Quantitative Strategies Lp
Moloney Securities Asset Management, LLC
Gyl Financial Synergies, Llc
Morningstar Funds Trust - Morningstar Alternatives Fund
TAP Consulting, LLC
BIBL - Inspire 100 ETF
Augustine Asset Management Inc
Healthcare Of Ontario Pension Plan Trust Fund
NELAX - Nuveen Equity Long/Short Fund Class A
Reliant Investment Management, LLC
Cornerstone Investment Partners, LLC
Strategic Family Wealth Counselors, L.L.C.
Engineers Gate Manager LP
Castellan Group, LLC
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I
Hamilton Capital, LLC
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
RISN - Inspire Tactical Balanced ESG ETF
M. Kulyk & Associates, LLC
Trustmark National Bank Trust Department
GFSYX - Strategic Alternatives Fund Institutional
Polar Asset Management Partners Inc.
Ibex Wealth Advisors
Systematic Alpha Investments, LLC
Credit Capital Investments LLC
NatWest Group plc
Petrus Trust Company, LTA
Acadian Asset Management Llc
Norges Bank
1832 Asset Management L.P.
V Wealth Advisors LLC
RLSIX - RiverPark Long/Short Opportunity Fund Institutional Class
Dupont Capital Management Corp
Advisor Resource Council
Kidder Stephen W
PFG Private Wealth Management, LLC
Wagner Wealth Management, Llc
Ally Financial Inc.
Orion Capital Management LLC
Standard Family Office LLC
Baader Bank INC
Campbell & CO Investment Adviser LLC
SG Americas Securities, LLC
Two Sigma Investments, Lp
Equitec Proprietary Markets, Llc
Amerivest Investment Management LLC
Clark Capital Management Group, Inc.
Two Sigma Investments, Lp
Unigestion Holding SA
Deltec Asset Management Llc
Versor Investments LP
SWSAX - SIIT World Select Equity Fund Class A
Ycg, Llc
QRPNX - AQR Alternative Risk Premia Fund Class N
Holloway Wealth Management, LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
Golden State Wealth Management, LLC
KLCD - KFA Large Cap Quality Dividend Index ETF
Maple Capital Management, Inc.
Two Sigma Investments, Lp
Bridgefront Capital, LLC
Cornercap Investment Counsel Inc
SGMAX - SIIT Global Managed Volatility Fund Class A
Concorde Financial Corp
Cliftonlarsonallen Wealth Advisors, Llc
IronBridge Private Wealth, LLC
55i, Llc
International Assets Investment Management, Llc
Golden State Equity Partners
Pendal Group Ltd
Psagot Value Holdings Ltd. / (Israel)
Resolute Advisors LLC
D'Orazio & Associates, Inc.
Widmann Financial Services, Inc.
Johnson Financial Group, LLC
Worldquant Millennium Advisors Llc
Mbb Public Markets I Llc
Asahi Life Asset Management Co., Ltd.
Kovitz Investment Group Partners, LLC
CenterStar Asset Management, LLC
Brookfield Asset Management Inc.
Crescent Grove Advisors, LLC
Harwood Advisory Group, LLC
Aries Wealth Management
Squarepoint Ops LLC
Arkadios Wealth Advisors
Cahill Financial Advisors Inc
Meridian Wealth Partners, LLC
Brighton Jones Llc
Cornerstone Advisors, LLC
PACAX - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
Stonebridge Financial Planning Group, LLC
Optiver Holding B.V.
Putnam Investments Llc
Camden Capital, LLC
Aquire Wealth Advisors, LLC
Wafra Inc.
Eagle Bay Advisors LLC
Stonnington Group, Llc
PWV - Invesco Dynamic Large Cap Value ETF
Lombard Odier Asset Management (Switzerland) SA
Amplius Wealth Advisors, LLC
Allegheny Financial Group LTD
Liberty Wealth Management Llc
North Point Portfolio Managers Corp/oh
Doyle Wealth Management
Caption Management, LLC
Ceera Investments, Llc
V Wealth Advisors LLC
BLES - Inspire Global Hope ETF
Ten Capital Wealth Advisors, LLC
Teamwork Financial Advisors, LLC
Vickerman Investment Advisors, Inc.
Paloma Partners Management Co
Camelot Portfolios, LLC
StoneX Group Inc.
Family Firm, Inc.
Longfellow Investment Management Co Llc
Rather & Kittrell, Inc.
Ninety One UK Ltd
SEHAX - SIIT U.S. Equity Factor Allocation Fund Class A
Truvestments Capital Llc
MUFG Securities EMEA plc
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
Mystic Asset Management, Inc.
Enterprise Financial Services Corp
CastleKnight Management LP
PBJ - Invesco Dynamic Food & Beverage ETF
Maverick Capital Ltd
Capula Management Ltd
Capitolis Advisors LLC
Engine No. 1 Llc
Total Clarity Wealth Management, Inc.
Paloma Partners Management Co
Trexquant Investment LP
Jones Road Capital Management, L.p.
BLB&B Advisors, LLC
FSMMX - FS Multi-Strategy Alternatives Fund Class A	79.08

Recent Quarter 35 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
LCCAX - Columbia Contrarian Core Fund Class A	2,294,072	84.18	2,755,672	87.10
CBLAX - Columbia Balanced Fund Class A	1,015,037	84.18	1,279,049	87.10
SCHX - Schwab U.S. Large-Cap ETF	395,578	84.18	417,276	87.10
SCHB - Schwab U.S. Broad Market ETF	257,538	84.18	256,797	87.10
SCHV - Schwab U.S. Large-Cap Value ETF	237,186	84.18	235,654	87.10
FNDX - Schwab Fundamental U.S. Large Company Index ETF	219,380	84.18	195,886	87.10
RWL - Invesco S&P 500 Revenue ETF	78,559	84.18	67,513	87.09
LMGAX - Lord Abbett Growth Opportunities Fund Class A	77,994	84.19	105,298	87.10
E Six Thirteen, Llc	50,605	84.71	54,014	85.57
NEIAX - Columbia Large Cap Index Fund Class A	48,176	84.17	47,479	87.09
Louisiana State Employees Retirement System	32,300	87.37	32,000	89.09
PBUS - Invesco PureBeta MSCI USA ETF	31,872	84.18	31,375	87.11
SCHK - Schwab 1000 Index ETF	27,951	84.18	27,502	87.08
Carnegie Capital Asset Management, LLC	26,158	77.76	34,634	81.65
Tandem Capital Management Corp /adv	25,019	84.70	25,019	88.81
Ghe, Llc	12,043	81.62	14,146	81.65
FNDB - Schwab Fundamental U.S. Broad Market Index ETF	8,371	84.22	7,843	87.08
Koshinski Asset Management, Inc.	7,187	0.14	7,341	81.60
Ignite Planners, LLC	5,172	86.23	4,697	88.57
CZOVX - Zacks All-Cap Core Fund Institutional Class	4,960	84.27	5,570	87.07

Recent Quarter 500 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
VETAX - Victory Sycamore Established Value Fund Class A	4,220,000	85.48	3,675,000	78.15
VWNFX - Vanguard Windsor II Fund Investor Shares	3,520,455	85.48	3,520,455	78.15
Coho Partners, Ltd.	3,361,696	84.71	3,573,776	81.65
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares	3,138,816	85.48	3,364,330	78.15
IHGIX - THE HARTFORD DIVIDEND AND GROWTH FUND Class A	2,335,196	85.48	2,226,972	78.15
VYM - Vanguard High Dividend Yield Index Fund ETF Shares	2,009,632	85.48	2,003,044	78.15
HAIAX - HARTFORD CORE EQUITY FUND Class A	1,395,596	85.48	1,395,596	78.15
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C	1,199,226	85.48	1,241,589	78.15
VWNDX - Vanguard Windsor Fund Investor Shares	961,520	85.48	961,520	78.15
SWPPX - Schwab S&P 500 Index Fund	919,302	85.48	910,206	78.15
PEJ - Invesco Dynamic Leisure and Entertainment ETF	874,685	85.48	837,671	78.15
RSP - Invesco S&P 500 Equal Weight ETF	834,417	85.48	892,612	78.15
DGRO - iShares Core Dividend Growth ETF	832,513	85.48	919,959	78.15
FGRIX - Fidelity Growth & Income Portfolio	770,536	85.48	760,336	78.15
DAVENPORT & Co LLC	755,083	84.71	750,961	82.01
Ardevora Asset Management LLP	715,326	84.71	770,326	81.65
Truist Financial Corp	627,237	84.71	657,157	81.65
PMPRX - MidCap Value Fund I R-3	621,200	85.48	436,000	78.15
Meyer Handelman Co	586,194	84.71	587,894	81.65
HBLAX - THE HARTFORD BALANCED INCOME FUND Class A	562,874	85.48	379,841	78.15

Recent Quarter 229 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
VETAX - Victory Sycamore Established Value Fund Class A	545,000	4,220,000	85.48	3,675,000	78.15	14.83
FXG - First Trust Consumer Staples AlphaDEX Fund	215,156	248,920	85.48	33,764	78.16	637.23
Walker Asset Management, LLC	188,753	192,199	83.92	3,446	81.54	5477.45
PMPRX - MidCap Value Fund I R-3	185,200	621,200	85.48	436,000	78.15	42.48
HBLAX - THE HARTFORD BALANCED INCOME FUND Class A	183,033	562,874	85.48	379,841	78.15	48.19
Cookson Peirce & Co Inc	144,894	345,625	84.71	200,731	81.65	72.18
IHGIX - THE HARTFORD DIVIDEND AND GROWTH FUND Class A	108,224	2,335,196	85.48	2,226,972	78.15	4.86
Spire Wealth Management	78,534	84,478	84.71	5,944	81.59	1321.23
IYK - iShares U.S. Consumer Goods ETF	69,550	286,987	85.48	217,437	78.15	31.99
Bank Julius Baer & Co. Ltd, Zurich	62,123	160,948	84.71	98,825	81.65	62.86
Comerica Securities,inc.	47,296	47,296	85.21	0		0.00
Calamos Strategic Total Return Fund	38,010	124,615	85.48	86,605	78.15	43.89
PEJ - Invesco Dynamic Leisure and Entertainment ETF	37,014	874,685	85.48	837,671	78.15	4.42
Gateway Investment Advisers Llc	33,832	43,954	84.70	10,122	81.60	334.24
RPV - Invesco S&P 500 Pure Value ETF	30,872	194,595	85.48	163,723	78.15	18.86
CVTRX - Calamos Growth & Income Fund Class A	30,640	140,095	85.48	109,455	78.15	27.99
CVSIX - Calamos Market Neutral Income Fund Class A	26,609	237,517	85.48	210,908	78.15	12.62
FSTA - Fidelity MSCI Consumer Staples Index ETF	25,691	224,185	85.48	198,494	78.15	12.94
TIEIX - TIAA-CREF Equity Index Fund Institutional Class	25,649	404,086	85.48	378,437	78.15	6.78
DFAC - Dimensional U.S. Core Equity 2 ETF	25,373	188,068	85.48	162,695	78.15	15.60

Recent Quarter 209 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Allspring Global Investments Holdings, LLC	593,225	395,311	84.71	988,536	81.65	-60.01
LCCAX - Columbia Contrarian Core Fund Class A	461,600	2,294,072	84.18	2,755,672	87.10	-16.75
CBLAX - Columbia Balanced Fund Class A	264,012	1,015,037	84.18	1,279,049	87.10	-20.64
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares	225,514	3,138,816	85.48	3,364,330	78.15	-6.70
Coho Partners, Ltd.	212,080	3,361,696	84.71	3,573,776	81.65	-5.93
CPLSX - Calamos Phineus Long/Short Fund Class A	138,000	170,000	85.48	308,000	78.15	-44.81
Calamos Long/Short Equity & Dynamic Income Trust	105,600	94,000	85.48	199,600	78.15	-52.91
DGRO - iShares Core Dividend Growth ETF	87,446	832,513	85.48	919,959	78.15	-9.51
Segment Wealth Management, LLC	80,858	7,214	84.70	88,072	81.65	-91.81
RSP - Invesco S&P 500 Equal Weight ETF	58,195	834,417	85.48	892,612	78.15	-6.52
Ardevora Asset Management LLP	55,000	715,326	84.71	770,326	81.65	-7.14
Hall Private Wealth Advisors	43,645	6,407	84.75	50,052	81.66	-87.20
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C	42,363	1,199,226	85.48	1,241,589	78.15	-3.41
FLCPX - Fidelity SAI U.S. Large Cap Index Fund	34,593	168,086	85.48	202,679	78.15	-17.07
TOK - iShares MSCI Kokusai ETF	34,433	1,690	85.21	36,123	78.15	-95.32
Diversified Trust Co	31,932	73,964	84.70	105,896	81.65	-30.15
Truist Financial Corp	29,920	627,237	84.71	657,157	81.65	-4.55
LMGAX - Lord Abbett Growth Opportunities Fund Class A	27,304	77,994	84.19	105,298	87.10	-25.93
CAMWX - Cambiar Opportunity Fund Institutional Class Shares	25,000	110,000	85.48	135,000	78.15	-18.52
Rothschild Investment Corp /il	23,552	103,810	84.71	127,362	81.65	-18.49

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 2 Previous Institutes closed Put Positions

Name	Previous Puts
Washington Capital Management Inc	5,825
V Wealth Advisors LLC	0

Recent Quarter 4 Previous Institutes closed Call Positions

Name	Previous Calls
Two Sigma Investments, Lp	0
Jones Road Capital Management, L.p.	0
Paloma Partners Management Co	0
Caption Management, 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 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 2 Institutes Increased Short Positions

Name
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class
GTTMX - Quantitative U.S. Total Market Equity Portfolio

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 8 New Institutes added position

Name	Shares	PPS
VAFAX - Invesco American Franchise Fund Class A	738,335	84.18
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A	370,524	84.18
Private Capital Advisors, Inc.	135,440	84.71
COPLX - Copley Fund Inc /nv/	5,200	84.23
ABWAX - AB All Market Total Return Portfolio Class A	2,419	84.33
Del-Sette Capital Management, LLC	2,403	84.89
LS Investment Advisors, LLC	664	87.35
Enterprise Trust & Investment Co	147	81.63

Past Week 7 Institutes closed out their positions

Name	Shares	PPS
Hnp Capital Llc	2,871	81.50
Alpha Cubed Investments, LLC	2,558	81.70
Parametrica Management Ltd	2,707	81.64
IBM Retirement Fund	8,143	81.67
Aaron Wealth Advisors LLC	45,479	12.25
Gemmer Asset Management LLC	396	80.81
Atwood & Palmer Inc	250	80.00

Past Week 24 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
LCCAX - Columbia Contrarian Core Fund Class A	2,294,072	84.18	2,755,672	87.10
CBLAX - Columbia Balanced Fund Class A	1,015,037	84.18	1,279,049	87.10
SCHX - Schwab U.S. Large-Cap ETF	395,578	84.18	417,276	87.10
SCHB - Schwab U.S. Broad Market ETF	257,538	84.18	256,797	87.10
SCHV - Schwab U.S. Large-Cap Value ETF	237,186	84.18	235,654	87.10
FNDX - Schwab Fundamental U.S. Large Company Index ETF	219,380	84.18	195,886	87.10
RWL - Invesco S&P 500 Revenue ETF	78,559	84.18	67,513	87.09
LMGAX - Lord Abbett Growth Opportunities Fund Class A	77,994	84.19	105,298	87.10
NEIAX - Columbia Large Cap Index Fund Class A	48,176	84.17	47,479	87.09
Louisiana State Employees Retirement System	32,300	87.37	32,000	89.09
PBUS - Invesco PureBeta MSCI USA ETF	31,872	84.18	31,375	87.11
SCHK - Schwab 1000 Index ETF	27,951	84.18	27,502	87.08
Ghe, Llc	12,043	81.62	14,146	81.65
FNDB - Schwab Fundamental U.S. Broad Market Index ETF	8,371	84.22	7,843	87.08
CZOVX - Zacks All-Cap Core Fund Institutional Class	4,960	84.27	5,570	87.07
Grant/GrossMendelsohn, LLC	4,190	86.16	4,190	88.07
DLCFX - Destinations Large Cap Equity Fund Class I	3,673	84.13	4,001	86.98
SPFIX - S&P 500 Index Fund Direct Shares	3,326	84.19	3,326	87.19
GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares	3,184	84.17	3,184	87.00
IUS - Invesco RAFI(TM) Strategic US ETF	2,923	84.16	4,637	87.13
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. Class A	1,355	84.13	1,355	87.08
SUPAX - DWS Multi-Asset Growth Allocation Fund Class A	718	83.57	1,116	86.92
Pacifica Partners Inc.	200	85.00	200	90.00
Coastal Capital Group, Inc.	195	82.05	194	82.47

Past Week 131 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Coho Partners, Ltd.	3,361,696	84.71	3,573,776	81.65
Truist Financial Corp	627,237	84.71	657,157	81.65
Strs Ohio	543,946	84.71	538,851	81.65
Regions Financial Corp	443,210	84.71	465,996	81.65
Allspring Global Investments Holdings, LLC	395,311	84.71	988,536	81.65
Cookson Peirce & Co Inc	345,625	84.71	200,731	81.65
Shayne & Co., Llc	337,270	84.71	337,270	81.65
River Road Asset Management, LLC	269,918	84.71	274,208	81.65
Eastern Bank	211,957	84.71	214,934	81.65
WASHINGTON TRUST Co	207,384	84.71	196,990	81.65
Boston Trust Walden Corp	201,918	84.71	202,952	81.65
Walker Asset Management, LLC	192,199	83.92	3,446	81.54
Grimes & Company, Inc.	170,618	84.71	171,210	81.65
Bank Julius Baer & Co. Ltd, Zurich	160,948	84.71	98,825	81.65
Welch & Forbes Llc	139,871	84.71	143,819	81.65
Toth Financial Advisory Corp	122,097	84.71	119,592	81.65
Lee Danner & Bass Inc	94,156	84.71	102,163	81.65
Spire Wealth Management	84,478	84.71	5,944	81.59
Sawyer & Company, Inc	82,490	84.71	88,913	81.65
Everett Harris & Co /ca/	81,634	84.71	88,309	81.65
Monarch Capital Management Inc/	72,024	84.71	73,514	81.64
Brightworth	60,871	84.70	60,011	81.65
Coastline Trust Co	52,732	84.71	53,012	81.66
Hartford Investment Management Co	48,842	84.70	48,002	81.64
Legacy Advisors, LLC	42,758	84.71	36,878	82.11
Oregon Public Employees Retirement Fund	39,559	84.71	40,999	81.66
Ziegler Capital Management, LLC	38,784	84.70	16,375	81.65
Capital Investment Counsel, Inc	38,343	84.71	39,243	81.65
Baxter Bros Inc	37,692	84.71	39,722	81.64
CWA Asset Management Group, LLC	37,147	84.72	35,846	81.65
Hohimer Wealth Management, Llc	33,455	84.71	38,721	81.66
Trust Co Of Vermont	33,379	84.72	32,519	81.64
Old National Bancorp /in/	32,764	84.70	14,972	81.62
GAM Holding AG	31,532	84.71	19,862	81.66
Arrow Financial Corp	31,293	84.72	31,041	81.67
Howland Capital Management Llc	30,351	85.20	10,786	81.59
New Mexico Educational Retirement Board	28,094	84.72	29,494	81.64
First Hawaiian Bank	26,921	84.69	27,776	81.65
Wolf Group Capital Advisors	26,443	84.71	30,034	81.64
Tufton Capital Management	20,908	84.70	21,431	81.61
Exeter Financial, LLC	20,815	84.70	20,403	81.65
Umb Bank N A/mo	20,305	84.71	20,710	81.65
Harrington Investments, INC	20,081	84.71	19,936	81.66
Wealthfront Advisers Llc	18,111	84.70	12,707	81.69
Hartford Financial Management Inc.	18,000	84.72	18,000	81.67
Sandy Spring Bank	17,045	84.72	17,402	81.66
New England Research & Management, Inc.	16,584	84.72	16,584	81.64
Guyasuta Investment Advisors Inc	16,530	84.69	16,530	81.67
Tealwood Asset Management Inc	16,257	84.70	16,857	81.63
Bristlecone Advisors, LLC	16,211	84.70	15,850	81.64
Access Financial Services, Inc.	15,419	84.70	17,893	81.65
Middleton & Co Inc/ma	15,328	84.68	15,628	81.65
Arcadia Investment Management Corp/mi	15,016	84.71	4,978	81.56
Stratos Wealth Partners, LTD.	14,243	84.74	12,369	81.66
Mitchell & Pahl Private Wealth, Llc	13,994	84.68	12,938	81.62
Clear Harbor Asset Management, LLC	13,850	84.69	12,820	81.67
D.B. Root & Company, LLC	13,652	84.68	13,486	81.64
Sound Financial Strategies Group, LLC	13,181	84.74	0
Savant Capital, LLC	13,083	84.69	12,158	81.67
Jmac Enterprises Llc	12,956	84.75	12,884	81.65
BKD Wealth Advisors, LLC	11,640	84.71	12,585	81.68
Northstar Asset Management Llc	11,625	84.73	10,850	81.66
Altium Wealth Management LLC	10,584	84.75	8,224	81.59
Sumitomo Life Insurance Co	10,241	84.76	10,096	81.62
First Pacific Financial	10,068	84.72	9,458	81.62
Prosperity Consulting Group, LLC	10,013	84.69	10,427	81.62
Cherry Creek Investment Advisors, Inc.	9,853	84.75	9,803	81.61
Capital Investment Advisory Services, LLC	8,924	84.72	9,898	81.63
Wedbush Securities Inc	8,477	84.70	8,066	81.70
Sequoia Financial Advisors, LLC	8,424	84.76	7,981	81.69
HighTower Trust Services, LTA	7,617	86.39	7,462	81.61
Adams Wealth Management	7,571	84.67	6,418	81.65
Segment Wealth Management, LLC	7,214	84.70	88,072	81.65
James Hambro & Partners	7,000	84.71	7,000	81.71
Alpha Omega Wealth Management LLC	6,823	84.71	7,216	81.62
Hall Private Wealth Advisors	6,407	84.75	50,052	81.66
Bowling Portfolio Management LLC	6,342	84.67	6,310	81.62
Granite Investment Partners, LLC	6,000	84.67	6,000	81.67
Annapolis Financial Services, LLC	5,755	84.80	5,755	81.67
Liberty Capital Management, Inc.	5,616	84.76	4,706	81.60
Patton Albertson Miller Group, Llc	5,609	84.69	5,856	81.63
Geneos Wealth Management Inc.	5,360	86.19	5,356	81.59
Rice Partnership, LLC	5,090	84.68	5,448	81.68
Cornell Pochily Investment Advisors, Inc.	5,041	84.71	5,138	81.74
Conning Inc.	4,839	84.73	4,848	81.68
Lester Murray Antman dba SimplyRich	4,607	84.65	4,607	81.61
Beacon Investment Advisory Services, Inc.	4,534	84.69	4,400	81.59
Brandywine Oak Private Wealth Llc	4,255	84.61	4,255	81.55
Tower Bridge Advisors	4,198	84.80	4,075	81.72
Lincoln Capital LLC	4,190	84.73	4,190	81.62
Richwood Investment Advisors, LLC	4,136	84.62	4,136	81.72
Jackson Square Capital, Llc	4,084	84.72	3,925	81.53
Hengehold Capital Management Llc	4,018	84.62	4,000	81.75
Aevitas Wealth Management, Inc.	3,986	84.80	3,970	81.61
Winthrop Advisory Group LLC	3,883	85.24	3,943	82.17
Welch Group, LLC	3,857	84.78	3,857	81.67
WoodTrust Financial Corp	3,767	84.68	4,367	81.75
Trust Co Of Virginia /va	3,538	84.79	3,538	81.68
Sather Financial Group Inc	3,500	84.57	3,500	81.71
KCS Wealth Advisory	3,348	84.83	3,348	81.54
Willner & Heller, Llc	3,312	84.84	3,282	78.61
Godsey & Gibb Associates	3,300	84.85	0
Dearborn Partners Llc	3,194	84.85	3,209	81.65
Cadence Bank Na	2,989	84.64	2,989	81.63
Means Investment Co., Inc.	2,932	84.58	2,892	81.60
Courier Capital Llc	2,871	84.64	2,871	81.50
Boyd Watterson Asset Management Llc/oh	2,835	84.66	3,035	81.71
Atlantic Union Bankshares Corp	2,731	84.95	0
Successful Portfolios LLC	2,683	84.61	2,686	81.53
Blodgett Wealth Advisors, Llc	2,670	84.64	2,950	81.69
Harbour Capital Advisors, LLC	2,650	84.53	2,650	81.51
Values First Advisors, Inc.	2,549	84.74	2,774	81.47
First Command Financial Services, Inc.	2,340	85.04	4,036	81.52
First Command Bank	2,340	85.04	4,036	81.52
Hexagon Capital Partners LLC	2,122	84.83	2,146	81.55
Washington Trust Advisors, Inc.	1,811	84.48	2,009	81.13
Arlington Partners LLC	1,603	84.84	1,603	81.72
Thompson Siegel & Walmsley Llc	1,600	85.00	1,600	81.88
American Research & Management Co.	1,260	84.92	1,260	81.75
JNBA Financial Advisors	1,016	84.65	1,016	81.69
Costello Asset Management, INC	1,000	85.00	2,046	81.62
Bogart Wealth, LLC	973	84.28	173	80.92
PrairieView Partners, LLC	664	84.34	664	81.33
Exchange Traded Concepts, Llc	604	84.44	110	81.82
Central Bank & Trust Co	497	84.51	497	82.49
Legacy Bridge, LLC	325	86.15	325	83.08
Charter Oak Capital Management, LLC	316	85.44	316	79.11
Ogorek Anthony Joseph /ny/ /adv	313	83.07	313	79.87
Tradewinds Capital Management, LLC	266	86.47	766	82.25
First Bank & Trust	92	86.96	125	80.00
Steward Financial Group LLC	53	75.47	0

Past Week 63 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Walker Asset Management, LLC	188,753	192,199	83.92	3,446	81.54	5477.45
Cookson Peirce & Co Inc	144,894	345,625	84.71	200,731	81.65	72.18
Spire Wealth Management	78,534	84,478	84.71	5,944	81.59	1321.23
Bank Julius Baer & Co. Ltd, Zurich	62,123	160,948	84.71	98,825	81.65	62.86
FNDX - Schwab Fundamental U.S. Large Company Index ETF	23,494	219,380	84.18	195,886	87.10	11.99
Ziegler Capital Management, LLC	22,409	38,784	84.70	16,375	81.65	136.85
Howland Capital Management Llc	19,565	30,351	85.20	10,786	81.59	181.39
Old National Bancorp /in/	17,792	32,764	84.70	14,972	81.62	118.84
Sound Financial Strategies Group, LLC	13,181	13,181	84.74	0		0.00
GAM Holding AG	11,670	31,532	84.71	19,862	81.66	58.76
RWL - Invesco S&P 500 Revenue ETF	11,046	78,559	84.18	67,513	87.09	16.36
WASHINGTON TRUST Co	10,394	207,384	84.71	196,990	81.65	5.28
Arcadia Investment Management Corp/mi	10,038	15,016	84.71	4,978	81.56	201.65
Legacy Advisors, LLC	5,880	42,758	84.71	36,878	82.11	15.94
Wealthfront Advisers Llc	5,404	18,111	84.70	12,707	81.69	42.53
Strs Ohio	5,095	543,946	84.71	538,851	81.65	0.95
Godsey & Gibb Associates	3,300	3,300	84.85	0		0.00
Atlantic Union Bankshares Corp	2,731	2,731	84.95	0		0.00
Toth Financial Advisory Corp	2,505	122,097	84.71	119,592	81.65	2.09
Altium Wealth Management LLC	2,360	10,584	84.75	8,224	81.59	28.70
Stratos Wealth Partners, LTD.	1,874	14,243	84.74	12,369	81.66	15.15
SCHV - Schwab U.S. Large-Cap Value ETF	1,532	237,186	84.18	235,654	87.10	0.65
CWA Asset Management Group, LLC	1,301	37,147	84.72	35,846	81.65	3.63
Adams Wealth Management	1,153	7,571	84.67	6,418	81.65	17.97
Mitchell & Pahl Private Wealth, Llc	1,056	13,994	84.68	12,938	81.62	8.16
Clear Harbor Asset Management, LLC	1,030	13,850	84.69	12,820	81.67	8.03
Savant Capital, LLC	925	13,083	84.69	12,158	81.67	7.61
Liberty Capital Management, Inc.	910	5,616	84.76	4,706	81.60	19.34
Trust Co Of Vermont	860	33,379	84.72	32,519	81.64	2.64
Brightworth	860	60,871	84.70	60,011	81.65	1.43
Hartford Investment Management Co	840	48,842	84.70	48,002	81.64	1.75
Bogart Wealth, LLC	800	973	84.28	173	80.92	462.43
Northstar Asset Management Llc	775	11,625	84.73	10,850	81.66	7.14
SCHB - Schwab U.S. Broad Market ETF	741	257,538	84.18	256,797	87.10	0.29
NEIAX - Columbia Large Cap Index Fund Class A	697	48,176	84.17	47,479	87.09	1.47
First Pacific Financial	610	10,068	84.72	9,458	81.62	6.45
FNDB - Schwab Fundamental U.S. Broad Market Index ETF	528	8,371	84.22	7,843	87.08	6.73
PBUS - Invesco PureBeta MSCI USA ETF	497	31,872	84.18	31,375	87.11	1.58
Exchange Traded Concepts, Llc	494	604	84.44	110	81.82	449.09
SCHK - Schwab 1000 Index ETF	449	27,951	84.18	27,502	87.08	1.63
Sequoia Financial Advisors, LLC	443	8,424	84.76	7,981	81.69	5.55
Exeter Financial, LLC	412	20,815	84.70	20,403	81.65	2.02
Wedbush Securities Inc	411	8,477	84.70	8,066	81.70	5.10
Bristlecone Advisors, LLC	361	16,211	84.70	15,850	81.64	2.28
Louisiana State Employees Retirement System	300	32,300	87.37	32,000	89.09	0.94
Arrow Financial Corp	252	31,293	84.72	31,041	81.67	0.81
D.B. Root & Company, LLC	166	13,652	84.68	13,486	81.64	1.23
Jackson Square Capital, Llc	159	4,084	84.72	3,925	81.53	4.05
HighTower Trust Services, LTA	155	7,617	86.39	7,462	81.61	2.08
Harrington Investments, INC	145	20,081	84.71	19,936	81.66	0.73
Sumitomo Life Insurance Co	145	10,241	84.76	10,096	81.62	1.44
Beacon Investment Advisory Services, Inc.	134	4,534	84.69	4,400	81.59	3.05
Tower Bridge Advisors	123	4,198	84.80	4,075	81.72	3.02
Jmac Enterprises Llc	72	12,956	84.75	12,884	81.65	0.56
Steward Financial Group LLC	53	53	75.47	0		0.00
Cherry Creek Investment Advisors, Inc.	50	9,853	84.75	9,803	81.61	0.51
Means Investment Co., Inc.	40	2,932	84.58	2,892	81.60	1.38
Bowling Portfolio Management LLC	32	6,342	84.67	6,310	81.62	0.51
Willner & Heller, Llc	30	3,312	84.84	3,282	78.61	0.91
Hengehold Capital Management Llc	18	4,018	84.62	4,000	81.75	0.45
Aevitas Wealth Management, Inc.	16	3,986	84.80	3,970	81.61	0.40
Geneos Wealth Management Inc.	4	5,360	86.19	5,356	81.59	0.07
Coastal Capital Group, Inc.	1	195	82.05	194	82.47	0.52

Past Week 60 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Allspring Global Investments Holdings, LLC	593,225	395,311	84.71	988,536	81.65	-60.01
LCCAX - Columbia Contrarian Core Fund Class A	461,600	2,294,072	84.18	2,755,672	87.10	-16.75
CBLAX - Columbia Balanced Fund Class A	264,012	1,015,037	84.18	1,279,049	87.10	-20.64
Coho Partners, Ltd.	212,080	3,361,696	84.71	3,573,776	81.65	-5.93
Segment Wealth Management, LLC	80,858	7,214	84.70	88,072	81.65	-91.81
Hall Private Wealth Advisors	43,645	6,407	84.75	50,052	81.66	-87.20
Truist Financial Corp	29,920	627,237	84.71	657,157	81.65	-4.55
LMGAX - Lord Abbett Growth Opportunities Fund Class A	27,304	77,994	84.19	105,298	87.10	-25.93
Regions Financial Corp	22,786	443,210	84.71	465,996	81.65	-4.89
SCHX - Schwab U.S. Large-Cap ETF	21,698	395,578	84.18	417,276	87.10	-5.20
Lee Danner & Bass Inc	8,007	94,156	84.71	102,163	81.65	-7.84
Everett Harris & Co /ca/	6,675	81,634	84.71	88,309	81.65	-7.56
Sawyer & Company, Inc	6,423	82,490	84.71	88,913	81.65	-7.22
Hohimer Wealth Management, Llc	5,266	33,455	84.71	38,721	81.66	-13.60
River Road Asset Management, LLC	4,290	269,918	84.71	274,208	81.65	-1.56
Welch & Forbes Llc	3,948	139,871	84.71	143,819	81.65	-2.75
Wolf Group Capital Advisors	3,591	26,443	84.71	30,034	81.64	-11.96
Eastern Bank	2,977	211,957	84.71	214,934	81.65	-1.39
Access Financial Services, Inc.	2,474	15,419	84.70	17,893	81.65	-13.83
Ghe, Llc	2,103	12,043	81.62	14,146	81.65	-14.87
Baxter Bros Inc	2,030	37,692	84.71	39,722	81.64	-5.11
IUS - Invesco RAFI(TM) Strategic US ETF	1,714	2,923	84.16	4,637	87.13	-36.96
First Command Bank	1,696	2,340	85.04	4,036	81.52	-42.02
First Command Financial Services, Inc.	1,696	2,340	85.04	4,036	81.52	-42.02
Monarch Capital Management Inc/	1,490	72,024	84.71	73,514	81.64	-2.03
Oregon Public Employees Retirement Fund	1,440	39,559	84.71	40,999	81.66	-3.51
New Mexico Educational Retirement Board	1,400	28,094	84.72	29,494	81.64	-4.75
Costello Asset Management, INC	1,046	1,000	85.00	2,046	81.62	-51.12
Boston Trust Walden Corp	1,034	201,918	84.71	202,952	81.65	-0.51
Capital Investment Advisory Services, LLC	974	8,924	84.72	9,898	81.63	-9.84
BKD Wealth Advisors, LLC	945	11,640	84.71	12,585	81.68	-7.51
Capital Investment Counsel, Inc	900	38,343	84.71	39,243	81.65	-2.29
First Hawaiian Bank	855	26,921	84.69	27,776	81.65	-3.08
CZOVX - Zacks All-Cap Core Fund Institutional Class	610	4,960	84.27	5,570	87.07	-10.95
Tealwood Asset Management Inc	600	16,257	84.70	16,857	81.63	-3.56
WoodTrust Financial Corp	600	3,767	84.68	4,367	81.75	-13.74
Grimes & Company, Inc.	592	170,618	84.71	171,210	81.65	-0.35
Tufton Capital Management	523	20,908	84.70	21,431	81.61	-2.44
Tradewinds Capital Management, LLC	500	266	86.47	766	82.25	-65.27
Prosperity Consulting Group, LLC	414	10,013	84.69	10,427	81.62	-3.97
Umb Bank N A/mo	405	20,305	84.71	20,710	81.65	-1.96
SUPAX - DWS Multi-Asset Growth Allocation Fund Class A	398	718	83.57	1,116	86.92	-35.66
Alpha Omega Wealth Management LLC	393	6,823	84.71	7,216	81.62	-5.45
Rice Partnership, LLC	358	5,090	84.68	5,448	81.68	-6.57
Sandy Spring Bank	357	17,045	84.72	17,402	81.66	-2.05
DLCFX - Destinations Large Cap Equity Fund Class I	328	3,673	84.13	4,001	86.98	-8.20
Middleton & Co Inc/ma	300	15,328	84.68	15,628	81.65	-1.92
Coastline Trust Co	280	52,732	84.71	53,012	81.66	-0.53
Blodgett Wealth Advisors, Llc	280	2,670	84.64	2,950	81.69	-9.49
Patton Albertson Miller Group, Llc	247	5,609	84.69	5,856	81.63	-4.22
Values First Advisors, Inc.	225	2,549	84.74	2,774	81.47	-8.11
Boyd Watterson Asset Management Llc/oh	200	2,835	84.66	3,035	81.71	-6.59
Washington Trust Advisors, Inc.	198	1,811	84.48	2,009	81.13	-9.86
Cornell Pochily Investment Advisors, Inc.	97	5,041	84.71	5,138	81.74	-1.89
Winthrop Advisory Group LLC	60	3,883	85.24	3,943	82.17	-1.52
First Bank & Trust	33	92	86.96	125	80.00	-26.40
Hexagon Capital Partners LLC	24	2,122	84.83	2,146	81.55	-1.12
Dearborn Partners Llc	15	3,194	84.85	3,209	81.65	-0.47
Conning Inc.	9	4,839	84.73	4,848	81.68	-0.19
Successful Portfolios LLC	3	2,683	84.61	2,686	81.53	-0.11

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name