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 2,585 105.00 56.70 56.21
Previous Quarter 2,687 130.00 56.70 57.38

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 22 305 518 4 226 196
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 0 2 0 0 1
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 8 16 157 1 63 62
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 192,503,378 14.47 28.52 242,006,334 18.20 56.25
Previous Quarter 96,868,976 7.28 56.71 242,638,185 18.24 57.28

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 117,904,719 56.70
VANGUARD GROUP INC 116,494,076
BlackRock Inc. 96,437,111 56.70
BlackRock Inc. 95,681,454
State Street Corp 63,207,501 56.70
Jpmorgan Chase & Co 56,042,377 56.70
Bank Of America Corp /de/ 51,928,610 56.70
Capital International Investors 41,100,677
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 38,294,209 56.70
Capital International Investors 36,386,381 56.73
VFINX - Vanguard 500 Index Fund Investor Shares 29,212,704 56.70
Massachusetts Financial Services Co /ma/ 23,514,490 56.70
Geode Capital Management, Llc 21,853,217 56.54
Wellington Management Group Llp 21,356,108 56.70
Dodge & Cox 16,994,992 56.70
Northern Trust Corp 15,815,693 56.70
Boston Partners 14,815,477 56.65
AMRMX - AMERICAN MUTUAL FUND Class A 14,502,675 48.35
Spdr S&p 500 Etf Trust 14,483,214 56.70
XLF - The Financial Select Sector SPDR Fund 14,460,097 56.70

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 117,904,719 56.70
BlackRock Inc. 96,437,111 56.70
State Street Corp 63,207,501 56.70
Jpmorgan Chase & Co 56,042,377 56.70
Bank Of America Corp /de/ 51,928,610 56.70
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 38,294,209 56.70
Capital International Investors 36,386,381 56.73
VFINX - Vanguard 500 Index Fund Investor Shares 29,212,704 56.70
Massachusetts Financial Services Co /ma/ 23,514,490 56.70
Geode Capital Management, Llc 21,853,217 56.54
Wellington Management Group Llp 21,356,108 56.70
Dodge & Cox 16,994,992 56.70
Northern Trust Corp 15,815,693 56.70
Boston Partners 14,815,477 56.65
Spdr S&p 500 Etf Trust 14,483,214 56.70
XLF - The Financial Select Sector SPDR Fund 14,460,097 56.70
Charles Schwab Investment Management Inc 14,294,961 56.70
FXAIX - Fidelity 500 Index Fund 13,670,348 62.22
Bank of New York Mellon Corp 13,254,177 56.70
Fmr Llc 13,227,800 56.70

 

Recent Quarter Analysis

Name Shares PPS
VANGUARD GROUP INC 116,494,076
SHAPX - ClearBridge Appreciation Fund Class A 554,542 48.35
PTMAX - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 57,700 48.35
PMARX - Pioneer Flexible Opportunities Fund : Class A Shares 30,771 48.36
PALC - Pacer Lunt Large Cap Multi-Factor Alternator ETF 27,297 48.36
HLFNX - Hennessy Large Cap Financial Fund Investor Class 26,000 48.35
Ern Llc 12,015 47.44
Center For Asset Management LLC 8,892 47.46
FQTEX - Franklin Templeton SMACS: Series E Advisor Class 7,050 49.79
Great Valley Advisor Group, Inc. 6,164 47.53
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 5,951 48.40
Boltwood Capital Management 5,890 47.37
Foundations Investment Advisors, LLC 4,809 47.62
AFPAX - AmericaFirst Income Fund Class A 3,990 47.37
Urban Wealth Management, LLC 1,036 47.30
SGFFX - Sparrow Growth Fund Class A 1,000 50.00
CPI - IQ Real Return ETF 444 47.30
FNY Investment Advisers, LLC 437 45.77
Heritage Financial Services, LLC 124 40.32
Tfo-tdc, Llc 93 43.01
Name Shares PPS
Wells Fargo & Company/mn 4,949,611 56.70
Citigroup Inc 1,749,634 56.70
Citigroup Inc 1,749,634 56.70
D. E. Shaw & Co., Inc. 625,675 56.70
Farr Miller & Washington Llc/dc 602,262 58.65
Marshall Wace North America L.P. 451,333 58.65
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 386,448 57.40
Capstone Investment Advisors, Llc 269,800 56.70
Carroll Financial Associates, Inc. 213,182 58.46
Sonora Investment Management, LLC 174,737 58.65
FEVAX - First Eagle U.S. Value Fund Class A 170,230 63.47
Aaron Wealth Advisors LLC 146,569 17.64
WHGIX - Westwood Income Opportunity Fund Institutional Class Shares 131,767 63.47
JEPI - JPMorgan Equity Premium Income ETF 125,749 58.65
Pineno Levin & Ford Asset Management, Inc. 108,422 58.55
Walleye Trading LLC 96,800 56.70
Alexandria Capital, LLC 92,811 58.65
B. Metzler seel. Sohn & Co. Holding AG 65,923 58.64
Bbva Usa 60,049 58.65
Security National Trust Co 58,155 55.51
Weather Gauge Advisory, LLC 56,920 58.64
Salzhauer Michael 50,837 45.81
Swarthmore Group Inc 47,761 56.70
JEPAX - JPMorgan Equity Premium Income Fund Class A 46,946 58.64
WLVIX - Westwood Total Return Fund INSTITUTIONAL CLASS SHARES 46,931 63.48
WBIG - WBI BullBear Yield 3000 ETF 38,008 58.65
CAMG Solamere Management, LLC 34,420 58.69
World Asset Management Inc 31,337 58.65
PENN SERIES FUNDS INC - Large Core Value Fund 31,136 58.65
First Midwest Bank Trust Division 28,398 58.56
Homrich & Berg 23,339 58.66
Unified Trust Company, N.A. 21,717 58.66
IBM Retirement Fund 21,394 56.70
Arvest Bank Trust Division 21,372 58.63
QDFPAX - Davis Financial Portfolio 19,750 58.63
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 17,813 58.67
WSDAX - Westwood High Income Fund A CLASS SHARES 15,668 63.44
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 15,319 58.62
IFP Advisors, Inc 15,103 58.80
Cutler Group LP 13,900 0.50
Fractal Investments LLC 13,374 56.68
Resource Consulting Group Inc 12,089 56.66
Optimal Asset Management, Inc. 11,455 58.66
HighPoint Advisor Group LLC 11,002 58.63
Cliftonlarsonallen Wealth Advisors, Llc 10,831 56.69
Laurion Capital Management LP 8,512 56.74
Mid Atlantic Financial Management Inc/adv 6,845 58.58
Country Club Trust Company, n.a. 6,400 58.44
Hollencrest Capital Management 6,364 56.73
Tudor Investment Corp Et Al 6,043 56.76
Tudor Investment Corp Et Al 6,043 56.76
HighTower Trust Services, LTA 5,557 56.69
Segment Wealth Management, LLC 5,366 56.65
Berman Capital Advisors, LLC 5,244 58.35
Ameritas Investment Corp 5,132
Harbor Financial Services, Llc 5,070 58.58
RESP - WisdomTree U.S. Total Market Fund N/A 5,069 58.59
Paloma Partners Management Co 4,763 56.69
CFO4Life Group, LLC 4,416 56.61
Cahaba Wealth Management, Inc. 4,380 48.17
Teamwork Financial Advisors, LLC 4,263 56.77
Parametrica Management Ltd 4,217 56.68
BlueSky Wealth Advisors, LLC 4,200 58.57
Mercer Capital Advisers, Inc. 4,098 58.57
First United Bank Trust/ 3,787 56.77
Crescent Capital Consulting, LLC 3,668 58.62
Avantax Planning Partners, Inc. 3,649 56.73
MASFX - Litman Gregory Masters Alternative Strategies Fund Institutional Class 3,610 58.73
Glassy Mountain Advisors, Inc. 3,586 56.61
Rockland Trust Co 3,535 56.58
PWS - Pacer WealthShield ETF 3,352 63.54
First Mercantile Trust Co 3,340 58.68
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 2,958 63.56
Point72 Hong Kong Ltd 2,536 56.78
Point72 Hong Kong Ltd 2,536 56.78
GDMYX - Defensive Market Strategies Fund Institutional 2,310 58.44
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 1,941 58.73
Herold Advisors, Inc. 1,346 56728.83
HDIV - QRAFT AI-Enhanced U.S. High Dividend ETF 1,215 63.37
FVCIX - Fidelity Flex Large Cap Value II Fund 1,134 63.49
SLT - Pacer Salt High truBeta US Market ETF 1,105 63.35
MML Series Investment Fund II - MML Equity Rotation Fund Class II 1,051 58.99
Future Financial Wealth Managment LLC 900 56.67
FEBAX - First Eagle Global Income Builder Fund Class A 766 63.97
Clear Street Markets Llc 747 56.22
Tarbox Family Office, Inc. 374 56.15
Prentice Wealth Management LLC 259 57.92
West Financial Advisors, LLC 140 57.14
JNBA Financial Advisors 63 63.49
Filbrandt Wealth Management, LLC 24 41.67
Burleson & Company, LLC 7
Heritage Wealth Management, Llc 2 500.00
Advocacy Wealth Management Services, LLC
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
Hunter Associates Investment Management Llc
Edgemoor Investment Advisors, Inc.
Arcadia Investment Management Corp/mi
PEQIX - Pioneer Equity Income Fund : Class A
Absher Wealth Management, Llc
Cadent Capital Advisors, LLC
Eqis Capital Management, Inc.
Interval Partners, LP
Terril Brothers, Inc.
Eukles Asset Management
Machina Capital S.a.s.
Atlas Private Wealth Advisors
Acorn Financial Advisory Services Inc /adv
MGSSX - MassMutual Select BlackRock Global Allocation Fund Class R5
Bayesian Capital Management, LP
PRW Wealth Management LLC
Bedel Financial Consulting, Inc.
Two Sigma Investments, Lp
Bp Plc
Cooper/haims Advisors, Llc
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
DCUAX - DWS CROCI U.S. Fund Class A
YorkBridge Wealth Partners, LLC
GMLGX - GuideMark(R) Large Cap Core Fund Service Shares
Renaissance Technologies Llc
Crestline Management, LP
JPIVX - JPMorgan Intrepid Value Fund Class I
Fma Advisory Inc
Capital Bank & Trust Co
Claybrook Capital, LLC
Hexavest Inc.
AFALX - Applied Finance Core Fund Investor Class
Red Door Wealth Management, LLC
PGGM Investments
Parisi Gray Wealth Management
Vestor Capital, Llc
Old Dominion Capital Management Inc
NWAPX - Nationwide Mellon Disciplined Value Fund Eagle Class
Summit Wealth Group, LLC
Benson Investment Management Company, Inc.
Dark Forest Capital Management Lp
Inscription Capital, LLC
Ford Financial Group, LLC
Prelude Capital Management, Llc
Boyd Watterson Asset Management Llc/oh
Wells Trecaso Financial Group, LLC
Total Clarity Wealth Management, Inc.
Probity Advisors, Inc.
NuWave Investment Management, LLC
CenterStar Asset Management, LLC
Gerber Kawasaki Wealth & Investment Management
EPG Wealth Management LLC
Pacitti Group Inc.
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
Contravisory Investment Management, Inc.
Ironwood Financial, llc
Evolution Wealth Advisors, LLC
Leelyn Smith, LLC
Equitec Proprietary Markets, Llc
Confluence Wealth Services, Inc.
Northside Capital Management, LLC
Baltimore-Washington Financial Advisors, Inc.
Liontrust Investment Partners LLP
Mbb Public Markets I Llc
Stonebridge Financial Planning Group, LLC
AMP Capital Investors Ltd
Riverwater Partners LLC
Beaird Harris Wealth Management, LLC
FSTBX - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
LABAX - Loomis Sayles Strategic Alpha Fund Class A
Mirabella Financial Services Llp
Soapstone Management L.p.
Alberta Investment Management Corp
Landmark Financial Advisors, LLC
Holloway Wealth Management, LLC
Capitolis Advisors LLC
Dynamic Technology Lab Private Ltd
Gsa Capital Partners Llp
Stevens Capital Management Lp
Redmond Asset Management, LLC
RAFE - PIMCO RAFI ESG U.S. ETF
Carlson Capital L P
WestEnd Advisors, LLC
Stonnington Group, Llc
Americana Partners, LLC
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
Ssi Investment Management Llc
Wealthsource Partners, Llc
Hancock Whitney Investment Services Inc.
Chicago Capital, LLC
Ergoteles LLC
GSPIX - Goldman Sachs Capital Growth Fund Institutional
Balyasny Asset Management Llc
HighMark Wealth Management LLC
Teza Capital Management LLC
Archer Investment Corp
Liberty Wealth Management Llc
Ropes Wealth Advisors Llc
Lombard Odier Asset Management (Switzerland) SA
Congress Wealth Management LLC / DE /
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
Campbell & CO Investment Adviser LLC
Schonfeld Strategic Advisors LLC
Manchester Financial Inc
Kore Private Wealth LLC
AXS Investments LLC
Eagle Bay Advisors LLC
Northern Oak Wealth Management Inc
Versor Investments LP
Truvestments Capital Llc
Pensionfund DSM Netherlands
Maverick Capital Ltd
Clearview Wealth Advisors LLC
Global Strategic Investment Solutions, LLC
Girard Partners Ltd.
Sterling Financial Planning, Inc.
Phoenix Wealth Advisors
GINDX - Gotham Index Plus Fund Institutional Class
Concorde Financial Corp
Jefferies Group LLC
SG3 Management, LLC
GFVAX - Goldman Sachs Focused Value Fund Class A Shares
Sirios Capital Management L P
Papp L Roy & Associates
Autumn Glory Partners, LLC
Harbor Advisors LLC
Kendall Capital Management
QRPNX - AQR Alternative Risk Premia Fund Class N
Engine No. 1 Llc
FAAAX - Franklin K2 Alternative Strategies Fund Class A
Fermata Advisors, LLC
Trexquant Investment LP
Marietta Wealth Management, LLC
Ibex Wealth Advisors
Atwood & Palmer Inc
Joseph P. Lucia & Associates, LLC
Elmwood Wealth Management, Inc.
Chilton Capital Management Llc
Affinity Wealth Management Llc
Clark Capital Management Group, Inc.
Private Asset Management Inc
Klingenstein Fields & Co Lp
Adage Capital Partners Gp, L.l.c.
Virtu Financial LLC
Domani Wealth, LLC
Capula Management Ltd
Gillson Capital LP
FORA Capital, LLC
Norges Bank
HIBL - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
HROAX - FinTrust Income and Opportunity Fund Class A Shares
Barrett Asset Management, LLC
Ccg Wealth Management, Llc
BFOR - Barron's 400 ETF
C M Bidwell & Associates Ltd
Braun-Bostich & Associates Inc.
HADAX - Hartford Balanced Hls Fund Ia
Savior LLC
Apriem Advisors
Roanoke Asset Management Corp/ Ny
Paragon Wealth Strategies, LLC
Consolidated Planning Corp
Absolute Capital Management, LLC
Capital Investment Services of America, Inc.
Edge Wealth Management LLC
VeraBank, N.A.
Retirement Planning Co of New England, Inc.
Seven Eight Capital, Lp
Jump Financial, LLC
Greatmark Investment Partners, Inc.
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
Agf Investments Inc.
Kowal Investment Group, LLC
Mystic Asset Management, Inc.
AQRNX - AQR Multi-Asset Fund Class N
Robinson Value Management, Ltd.
EIVAX - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A
Destination Wealth Management
Blue Barn Wealth, LLC
Atwater Malick LLC
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
SGENX - First Eagle Global Fund Class A
Rinkey Investments
Charter Trust Co
Adviser Investments LLC
WMS Partners, LLC
Neo Ivy Capital Management
Patron Partners Advisors, Llc
International Assets Investment Management, Llc
Duality Advisers, Lp
qPULA Trading Management LP
Watchman Group, Inc.
StoneX Group Inc.
Costello Asset Management, INC
GFSYX - Strategic Alternatives Fund Institutional
SG3 Management, LLC
Washington Trust Bank
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Roble, Belko & Company, Inc
Quantamental Technologies LLC
Standard Family Office LLC
Capula Management Ltd
Signet Financial Management, Llc
Cypress Point Wealth Management, LLC
Jefferies Group LLC
Resolute Advisors LLC
HAP Trading, LLC
Aigen Investment Management, Lp
Tower View Investment Management & Research LLC
Harel Insurance Investments & Financial Services Ltd.
NCLIX - Nuance Concentrated Value Long-Short Fund Investor Class Shares 62.83
Name Current Shares Current PPS Previous Shares Previous PPS
Capital International Investors 41,100,677 36,386,381 56.73
AMRMX - AMERICAN MUTUAL FUND Class A 14,502,675 48.35 9,994,392 62.82
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares 8,177,637 48.35 8,781,490 62.82
AWSHX - WASHINGTON MUTUAL INVESTORS FUND Class A 7,805,408 48.35 12,041,566 62.82
Truist Financial Corp 5,306,723 47.43 5,291,179 56.70
VYM - Vanguard High Dividend Yield Index Fund ETF Shares 5,206,460 48.35 5,266,067 62.82
DVY - iShares Select Dividend ETF 3,952,627 48.35 3,038,085 62.82
SVAAX - Federated Strategic Value Dividend Fund Class A Shares 3,181,686 48.35 1,591,836 62.82
DGRO - iShares Core Dividend Growth ETF 3,021,833 48.35 3,015,172 62.82
Dfa Investment Trust Co - The U.s. Large Cap Value Series 2,893,413 48.35 2,893,413 62.82
VWNFX - Vanguard Windsor II Fund Investor Shares 2,831,319 48.35 2,831,319 62.82
AMECX - INCOME FUND OF AMERICA Class A 2,712,800 48.35 1,941,000 62.82
OWLSX - Old Westbury Large Cap Strategies Fund 2,610,924 48.35 2,610,924 62.82
SWPPX - Schwab S&P 500 Index Fund 2,418,975 48.35 2,367,615 62.82
HBLAX - THE HARTFORD BALANCED INCOME FUND Class A 2,081,483 48.35 2,112,917 62.82
CAIBX - CAPITAL INCOME BUILDER Class A 2,020,500 48.35 4,945,439 62.82
FGRIX - Fidelity Growth & Income Portfolio 1,395,932 48.35 1,382,432 62.82
HQIAX - THE HARTFORD EQUITY INCOME FUND Class A 1,227,393 48.35 1,227,393 62.82
RSP - Invesco S&P 500 Equal Weight ETF 1,136,519 48.35 1,108,123 62.82
Douglas Lane & Associates, LLC 1,127,064 47.43 1,123,489 56.70
Name Current Shares Current PPS Previous Shares Previous PPS
Global Retirement Partners, LLC 30,403 47.43 29,421 46.80
Hnp Capital Llc 26,561 47.44 0
Wealth Quarterback LLC 12,109 56.73 2,689
Worth Asset Management, LLC 4,915 47.41 4,913 46.41
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Capital International Investors 4,714,296 41,100,677 36,386,381 56.73 12.96
AMRMX - AMERICAN MUTUAL FUND Class A 4,508,283 14,502,675 48.35 9,994,392 62.82 45.11
SVAAX - Federated Strategic Value Dividend Fund Class A Shares 1,589,850 3,181,686 48.35 1,591,836 62.82 99.88
DVY - iShares Select Dividend ETF 914,542 3,952,627 48.35 3,038,085 62.82 30.10
AMECX - INCOME FUND OF AMERICA Class A 771,800 2,712,800 48.35 1,941,000 62.82 39.76
Welch Group, LLC 639,441 713,186 47.43 73,745 56.70 867.10
CPLSX - Calamos Phineus Long/Short Fund Class A 116,000 330,000 48.35 214,000 62.82 54.21
Matrix Asset Advisors Inc/ny 90,926 510,158 47.43 419,232 56.70 21.69
FXO - First Trust Financials AlphaDEX Fund 88,978 171,937 48.35 82,959 62.81 107.26
LCLAX - ClearBridge Select Fund Class A 78,300 1,054,450 48.35 976,150 62.82 8.02
AAUTX - Thrivent Large Cap Value Fund Class A 77,243 453,595 48.35 376,352 62.82 20.52
Professional Advisory Services Inc 63,612 383,360 47.43 319,748 56.70 19.89
RPV - Invesco S&P 500 Pure Value ETF 57,613 362,237 48.35 304,624 62.82 18.91
DAVENPORT & Co LLC 55,796 395,018 47.43 339,222 56.70 16.45
Massmutual Trust Co Fsb/adv 55,545 108,658 0.05 53,113 0.06 104.58
SWPPX - Schwab S&P 500 Index Fund 51,360 2,418,975 48.35 2,367,615 62.82 2.17
GAOAX - JPMorgan Global Allocation Fund Class A 50,077 278,346 48.35 228,269 62.82 21.94
TIEIX - TIAA-CREF Equity Index Fund Institutional Class 46,626 1,046,498 48.35 999,872 62.82 4.66
DGEFX - Destinations Equity Income Fund Class I 45,650 82,810 49.74 37,160 62.22 122.85
FLCOX - Fidelity Large Cap Value Index Fund 43,841 357,757 48.35 313,916 62.82 13.97
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
AWSHX - WASHINGTON MUTUAL INVESTORS FUND Class A 4,236,158 7,805,408 48.35 12,041,566 62.82 -35.18
CAIBX - CAPITAL INCOME BUILDER Class A 2,924,939 2,020,500 48.35 4,945,439 62.82 -59.14
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares 603,853 8,177,637 48.35 8,781,490 62.82 -6.88
Umb Bank N A/mo 210,834 163,060 47.43 373,894 56.70 -56.39
FBLAX - Franklin Managed Income Fund CLASS A 200,100 500,000 48.35 700,100 62.82 -28.58
FFEIX - Nuveen Dividend Value Fund Class A 188,308 731,781 48.35 920,089 62.82 -20.47
Chemung Canal Trust Co 151,380 29,552 47.44 180,932 56.71 -83.67
TOK - iShares MSCI Kokusai ETF 90,620 4,612 48.35 95,232 62.82 -95.16
FLCPX - Fidelity SAI U.S. Large Cap Index Fund 85,587 442,165 48.35 527,752 62.82 -16.22
IYF - iShares U.S. Financials ETF 83,021 717,363 48.35 800,384 62.82 -10.37
Sequoia Financial Advisors, LLC 79,249 47,163 47.43 126,412 56.70 -62.69
HIGJX - Carillon Eagle Growth & Income Fund Class I 69,579 349,658 48.35 419,237 62.82 -16.60
IYG - iShares U.S. Financial Services ETF 68,957 750,413 48.35 819,370 62.82 -8.42
Cornerstone Wealth Group, LLC 64,557 5,955 47.36 70,512 56.70 -91.55
VYM - Vanguard High Dividend Yield Index Fund ETF Shares 59,607 5,206,460 48.35 5,266,067 62.82 -1.13
FAS - Direxion Daily Financial Bull 3X Shares 57,952 585,366 48.35 643,318 62.82 -9.01
Cambridge Investment Research Advisors, Inc. 56,324 250,048 47.43 306,372 56.70 -18.38
RETSX - Tax-Managed U.S. Large Cap Fund Class S 55,616 76,838 48.35 132,454 62.82 -41.99
Ferguson Wellman Capital Management, Inc 55,095 807,162 47.43 862,257 56.70 -6.39
FISEX - Franklin Equity Income Fund Class A 55,000 665,000 48.35 720,000 62.82 -7.64
Name Current Puts
Name Current Calls
Name
Name Previous Puts
SpiderRock Advisors, LLC 0
Name Previous Calls
HAP Trading, LLC 0
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class
GTTMX - Quantitative U.S. Total Market Equity Portfolio
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name
GTAPX - Quantitative U.S. Long/Short Equity Portfolio

Past Week Analysis

Name Shares PPS
Center For Asset Management LLC 8,892 47.46
Great Valley Advisor Group, Inc. 6,164 47.53
AFPAX - AmericaFirst Income Fund Class A 3,990 47.37
Urban Wealth Management, LLC 1,036 47.30
SGFFX - Sparrow Growth Fund Class A 1,000 50.00
Heritage Financial Services, LLC 124 40.32
Tfo-tdc, Llc 93 43.01
Steward Financial Group LLC 68 44.12
Name Shares PPS
Swarthmore Group Inc 47,761 56.70
Fractal Investments LLC 13,374 56.68
Avantax Planning Partners, Inc. 3,649 56.73
Tarbox Family Office, Inc. 374 56.15
Parametrica Management Ltd 4,217 56.68
Aaron Wealth Advisors LLC 146,569 17.64
HighTower Trust Services, LTA 5,557 56.69
Segment Wealth Management, LLC 5,366 56.65
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 386,448 57.40
IBM Retirement Fund 21,394 56.70
First United Bank Trust/ 3,787 56.77
Cahaba Wealth Management, Inc. 4,380 48.17
Hollencrest Capital Management 6,364 56.73
Teamwork Financial Advisors, LLC 4,263 56.77
JNBA Financial Advisors 63 63.49
CFO4Life Group, LLC 4,416 56.61
Name Current Shares Current PPS Previous Shares Previous PPS
Truist Financial Corp 5,306,723 47.43 5,291,179 56.70
Douglas Lane & Associates, LLC 1,127,064 47.43 1,123,489 56.70
Welch Group, LLC 713,186 47.43 73,745 56.70
Rnc Capital Management Llc 697,628 47.43 728,634 56.70
Commonwealth Equity Services, Llc 546,115 47.43 551,370 56.70
River Road Asset Management, LLC 507,942 47.43 516,592 56.70
Coerente Capital Management 400,233 47.43 379,181 56.70
DAVENPORT & Co LLC 395,018 47.43 339,222 56.70
American Assets Investment Management, LLC 354,000 47.43 354,000 56.70
PM CAPITAL Ltd 327,066 47.43 327,066 56.70
Tower Bridge Advisors 310,405 47.43 317,610 56.70
Wesbanco Bank Inc 301,326 47.43 285,872 56.70
Ledyard National Bank 264,602 47.43 265,753 56.70
Mcrae Capital Management Inc 252,170 47.43 246,226 56.70
Gulf International Bank (UK) Ltd 214,731 47.40 214,731 56.70
Amplius Wealth Advisors, LLC 211,376 1.09 227,044 1.13
Brinker Capital Investments, LLC 176,299 47.43 196,938 56.70
Alpha Omega Wealth Management LLC 166,096 47.43 144,845 56.70
Galvin, Gaustad & Stein, LLC 163,979 47.43 137,809 56.70
Umb Bank N A/mo 163,060 47.43 373,894 56.70
Foster Victor Wealth Advisors, LLC 155,536 47.65 123,355 54.74
Bogart Wealth, LLC 136,271 47.43 104,169 56.70
Hartford Investment Management Co 134,784 47.43 133,579 56.70
Sandy Spring Bank 116,735 47.43 119,213 56.71
Icon Wealth Partners, LLC 113,297 47.43 121,652 56.70
Am Investment Strategies Llc 93,443 47.43 93,411 56.70
Capital Insight Partners, Llc 93,127 47.43 95,244 56.70
Wealthfront Advisers Llc 92,106 47.43 88,606 56.70
Griffin Asset Management, Inc. 85,067 47.43 85,107 56.71
Louisiana State Employees Retirement System 84,300 48.32 84,200 52.57
DGEFX - Destinations Equity Income Fund Class I 82,810 49.74 37,160 62.22
Eastern Bank 82,694 47.43 89,434 56.70
Bridge Creek Capital Management LLC 81,985 47.44 85,527 56.70
Reliant Investment Management, LLC 79,214 47.43 77,969 56.70
Wealth Advisors of Tampa Bay, LLC 78,138 47.43 77,948 56.72
New Mexico Educational Retirement Board 73,988 47.43 77,588 56.70
Viking Fund Management Llc 73,000 47.42 40,000 56.70
Kempner Capital Management Inc. 71,121 47.43 40,125 56.70
Ziegler Capital Management, LLC 70,381 47.43 70,350 55.37
Beacon Investment Advisory Services, Inc. 68,122 47.43 67,278 56.69
Marotta Asset Management 63,470 48.20 63,715 56.71
Thompson Siegel & Walmsley Llc 63,452 47.44 71,728 56.70
Culbertson A N & Co Inc 62,261 47.43 65,927 56.70
Coastline Trust Co 61,714 47.43 62,914 56.70
Capital Investment Counsel, Inc 59,018 47.43 58,278 56.69
North Star Investment Management Corp. 58,366 47.42 57,160 56.70
Ahl Investment Management, Inc. 57,326 47.43 57,324 56.70
Hennion & Walsh Asset Management, Inc. 53,812 47.42 51,808 56.71
Welch & Forbes Llc 51,808 47.43 50,721 56.70
New England Research & Management, Inc. 49,860 47.43 50,324 56.69
Atlantic Union Bankshares Corp 48,844 47.44 49,778 56.69
Argyle Capital Management Inc. 48,050 47.43 47,733 56.69
Trust Co Of Vermont 47,361 47.44 48,274 56.70
Sequoia Financial Advisors, LLC 47,163 47.43 126,412 56.70
Patten Group, Inc. 46,307 48.01 47,394 56.69
Hengehold Capital Management Llc 45,670 47.43 44,689 56.70
Dixon Hubard Feinour & Brown Inc/va 44,947 47.43 49,393 56.71
Hendershot Investments Inc. 43,747 47.43 43,452 56.71
CWA Asset Management Group, LLC 43,110 47.44 43,091 56.69
Tealwood Asset Management Inc 42,899 47.44 42,547 56.69
Capital Investment Advisory Services, LLC 42,057 47.44 28,953 56.71
First Hawaiian Bank 41,205 47.45 41,223 56.72
Cadence Bank Na 40,410 47.41 37,765 56.69
First Bank & Trust 36,837 47.43 1,309 56.53
Patton Albertson Miller Group, Llc 34,340 47.44 34,599 56.71
Comerica Securities,inc. 31,748 47.44 24,932 56.71
Aevitas Wealth Management, Inc. 31,614 47.42 30,447 56.69
Stratos Wealth Partners, LTD. 31,608 47.42 35,117 56.70
BKD Wealth Advisors, LLC 31,589 47.42 4,493 56.75
Trust Co Of Virginia /va 30,483 47.44 29,073 56.68
Geneos Wealth Management Inc. 30,212 48.19 31,970 56.68
Investors Research Corp 26,382 47.42 26,382 56.71
Monument Capital Management 25,649 47.45 42,074 56.71
Sumitomo Life Insurance Co 24,254 47.41 23,836 56.72
Spire Wealth Management 23,495 47.41 37,129 56.69
Sawtooth Solutions, LLC 23,378 47.44 19,335 56.68
Veriti Management LLC 21,993 47.42 25,077 56.71
Stratos Wealth Advisors, LLC 21,469 47.42 21,269 56.70
Boston Trust Walden Corp 19,312 47.43 19,279 56.69
Inverness Counsel Llc /ny/ 19,012 47.44 23,377 56.68
Lakeview Capital Partners, LLC 17,795 47.43 17,995 56.68
Wedbush Securities Inc 16,697 47.43 19,047 56.70
Mitchell Mcleod Pugh & Williams Inc 15,353 47.42 10,673 56.69
Denali Advisors Llc 14,200 47.46 11,100 56.67
Monte Financial Group, LLC 14,166 47.44 13,844 56.70
Savant Capital, LLC 13,334 47.40 13,248 56.69
Successful Portfolios LLC 12,380 47.42 12,380 56.70
Hudson Valley Investment Advisors Inc /adv 12,214 47.40 12,695 56.72
Rede Wealth, LLC 11,986 47.47 11,949 56.74
Stone Point Wealth LLC 11,882 47.38 11,923 55.27
Pathway Financial Advisors LLC 11,864 47.45 11,864 56.73
Farmers Trust Co 11,849 47.43 11,849 56.71
Ogorek Anthony Joseph /ny/ /adv 11,828 47.43 13,411 56.67
Conning Inc. 11,684 47.42 11,781 56.70
Asset Dedication, LLC 11,496 47.15 11,507 56.75
Shayne & Co., Llc 11,184 47.39 11,184 56.69
MAI Capital Management 10,908 47.40 14,070 56.72
Covenant Asset Management, LLC 10,804 47.39 10,804 56.74
Essex Savings Bank 10,230 47.41 10,272 56.76
American Assets Inc 10,000 47.40 10,000 56.70
Guyasuta Investment Advisors Inc 9,942 47.48 9,942 56.73
Grant/GrossMendelsohn, LLC 9,708 47.18 9,708 51.92
DLCFX - Destinations Large Cap Equity Fund Class I 9,662 49.78 10,419 62.19
Altium Wealth Management LLC 9,216 47.42 13,406 56.69
SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF 9,030 49.72 4,558 62.31
Mountain Pacific Investment Advisers Inc/id 8,842 47.39 8,842 56.66
American Research & Management Co. 8,755 47.40 8,755 56.65
Good Life Advisors, LLC 8,697 47.49 8,021 56.73
Collective Family Office Llc 8,518 47.43 8,544 56.65
SPFIX - S&P 500 Index Fund Direct Shares 8,471 49.70 8,471 62.21
Abacus Planning Group, Inc. 8,156 47.45 8,492 56.64
Gemmer Asset Management LLC 7,612 47.43 7,591 56.65
Family Legacy, Inc. 7,245 47.20 7,245 56.73
Western Wealth Management, LLC 7,229 47.59 7,234 56.68
Canton Hathaway, LLC 7,081 47.45 7,081 56.63
Columbia Trust Co 01012016 6,849 47.45 6,849 52.12
Ellevest, Inc. 6,725 47.43 7,210 56.73
Veracity Capital LLC 6,631 47.50 6,317 56.67
Horizon Financial Services, Llc 6,494 47.43 6,494 56.67
Occidental Asset Management, LLC 6,467 47.47 6,467 56.75
Central Bank & Trust Co 6,300 47.46 6,300 56.67
Annapolis Financial Services, LLC 6,215 47.47 6,215 56.64
Tandem Capital Management Corp /adv 6,072 47.43 6,072 50.89
Cornerstone Wealth Group, LLC 5,955 47.36 70,512 56.70
Keudell/Morrison Wealth Management 5,726 47.50 3,529 56.67
Hartford Financial Management Inc. 5,549 47.40 5,549 56.77
PBMares Wealth Management LLC 5,476 47.48 5,426 56.76
Southern Capital Advisors, Llc 5,375 47.44 5,323 56.73
GraniteShares Advisors LLC 5,332 47.26 6,412 56.61
Alliance Wealth Advisors, LLC 5,120 47.46 5,402 56.65
Exchange Traded Concepts, Llc 4,844 47.48 5,379 56.70
Carderock Capital Management Inc 4,637 47.44 4,837 56.65
Paragon Capital Management Ltd 4,357 47.51 3,594 56.76
First Command Financial Services, Inc. 4,298 47.23 4,903 56.70
First Command Bank 4,298 47.23 4,903 56.70
Mv Capital Management, Inc. 4,184 47.32 4,265 56.74
SUPAX - DWS Multi-Asset Growth Allocation Fund Class A 3,927 49.66 3,289 62.33
Harbor Investment Advisory, Llc 2,889 47.42 3,003 56.61
Gables Capital Management Inc. 2,531 47.41 2,531 56.89
PFG Private Wealth Management, LLC 2,017 47.60 1,963 56.55
GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares 1,978 49.54 1,603 62.38
TCI Wealth Advisors, Inc. 1,794 47.38 1,821 56.56
Macroview Investment Management Llc 1,391 47.45 1,391 56.79
Charter Oak Capital Management, LLC 1,376 47.24 1,495 58.86
Evolution Advisers, Inc. 1,116 47.49 1,116 56.45
Hexagon Capital Partners LLC 997 47.14 165 54.55
Hanson & Doremus Investment Management 761 47.31 761 56.50
Life Planning Partners, Inc 357 47.62 357 56.02
Morton Brown Family Wealth, LLC 343 46.65 255 54.90
GPS Wealth Strategies Group, LLC 339 47.20 339 56.05
Clean Yield Group 280 46.43 318 56.60
Money Concepts Capital Corp 249 48.19 1,786 56.55
Founders Capital Management 225 48.89 225 57.78
PSI Advisors, LLC 188 47.87 188 58.51
Field & Main Bank 165 48.48 100 60.00
Horan Securities, Inc. 119 50.42 119 58.82
Carolina Wealth Advisors, LLC 6 459 56.64
Name Current Shares Current PPS Previous Shares Previous PPS
Hnp Capital Llc 26,561 47.44 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Welch Group, LLC 639,441 713,186 47.43 73,745 56.70 867.10
DAVENPORT & Co LLC 55,796 395,018 47.43 339,222 56.70 16.45
DGEFX - Destinations Equity Income Fund Class I 45,650 82,810 49.74 37,160 62.22 122.85
First Bank & Trust 35,528 36,837 47.43 1,309 56.53 2714.13
Viking Fund Management Llc 33,000 73,000 47.42 40,000 56.70 82.50
Foster Victor Wealth Advisors, LLC 32,181 155,536 47.65 123,355 54.74 26.09
Bogart Wealth, LLC 32,102 136,271 47.43 104,169 56.70 30.82
Kempner Capital Management Inc. 30,996 71,121 47.43 40,125 56.70 77.25
BKD Wealth Advisors, LLC 27,096 31,589 47.42 4,493 56.75 603.07
Hnp Capital Llc 26,561 26,561 47.44 0 0.00
Galvin, Gaustad & Stein, LLC 26,170 163,979 47.43 137,809 56.70 18.99
Alpha Omega Wealth Management LLC 21,251 166,096 47.43 144,845 56.70 14.67
Coerente Capital Management 21,052 400,233 47.43 379,181 56.70 5.55
Truist Financial Corp 15,544 5,306,723 47.43 5,291,179 56.70 0.29
Wesbanco Bank Inc 15,454 301,326 47.43 285,872 56.70 5.41
Capital Investment Advisory Services, LLC 13,104 42,057 47.44 28,953 56.71 45.26
Comerica Securities,inc. 6,816 31,748 47.44 24,932 56.71 27.34
Mcrae Capital Management Inc 5,944 252,170 47.43 246,226 56.70 2.41
Mitchell Mcleod Pugh & Williams Inc 4,680 15,353 47.42 10,673 56.69 43.85
SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF 4,472 9,030 49.72 4,558 62.31 98.11
Sawtooth Solutions, LLC 4,043 23,378 47.44 19,335 56.68 20.91
Douglas Lane & Associates, LLC 3,575 1,127,064 47.43 1,123,489 56.70 0.32
Wealthfront Advisers Llc 3,500 92,106 47.43 88,606 56.70 3.95
Denali Advisors Llc 3,100 14,200 47.46 11,100 56.67 27.93
Cadence Bank Na 2,645 40,410 47.41 37,765 56.69 7.00
Keudell/Morrison Wealth Management 2,197 5,726 47.50 3,529 56.67 62.26
Hennion & Walsh Asset Management, Inc. 2,004 53,812 47.42 51,808 56.71 3.87
Trust Co Of Virginia /va 1,410 30,483 47.44 29,073 56.68 4.85
Reliant Investment Management, LLC 1,245 79,214 47.43 77,969 56.70 1.60
North Star Investment Management Corp. 1,206 58,366 47.42 57,160 56.70 2.11
Hartford Investment Management Co 1,205 134,784 47.43 133,579 56.70 0.90
Aevitas Wealth Management, Inc. 1,167 31,614 47.42 30,447 56.69 3.83
Welch & Forbes Llc 1,087 51,808 47.43 50,721 56.70 2.14
Hengehold Capital Management Llc 981 45,670 47.43 44,689 56.70 2.20
Beacon Investment Advisory Services, Inc. 844 68,122 47.43 67,278 56.69 1.25
Hexagon Capital Partners LLC 832 997 47.14 165 54.55 504.24
Paragon Capital Management Ltd 763 4,357 47.51 3,594 56.76 21.23
Capital Investment Counsel, Inc 740 59,018 47.43 58,278 56.69 1.27
Good Life Advisors, LLC 676 8,697 47.49 8,021 56.73 8.43
SUPAX - DWS Multi-Asset Growth Allocation Fund Class A 638 3,927 49.66 3,289 62.33 19.40
Sumitomo Life Insurance Co 418 24,254 47.41 23,836 56.72 1.75
GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares 375 1,978 49.54 1,603 62.38 23.39
Tealwood Asset Management Inc 352 42,899 47.44 42,547 56.69 0.83
Monte Financial Group, LLC 322 14,166 47.44 13,844 56.70 2.33
Argyle Capital Management Inc. 317 48,050 47.43 47,733 56.69 0.66
Veracity Capital LLC 314 6,631 47.50 6,317 56.67 4.97
Hendershot Investments Inc. 295 43,747 47.43 43,452 56.71 0.68
Stratos Wealth Advisors, LLC 200 21,469 47.42 21,269 56.70 0.94
Wealth Advisors of Tampa Bay, LLC 190 78,138 47.43 77,948 56.72 0.24
Louisiana State Employees Retirement System 100 84,300 48.32 84,200 52.57 0.12
Morton Brown Family Wealth, LLC 88 343 46.65 255 54.90 34.51
Savant Capital, LLC 86 13,334 47.40 13,248 56.69 0.65
Field & Main Bank 65 165 48.48 100 60.00 65.00
PFG Private Wealth Management, LLC 54 2,017 47.60 1,963 56.55 2.75
Southern Capital Advisors, Llc 52 5,375 47.44 5,323 56.73 0.98
PBMares Wealth Management LLC 50 5,476 47.48 5,426 56.76 0.92
Rede Wealth, LLC 37 11,986 47.47 11,949 56.74 0.31
Boston Trust Walden Corp 33 19,312 47.43 19,279 56.69 0.17
Am Investment Strategies Llc 32 93,443 47.43 93,411 56.70 0.03
Ziegler Capital Management, LLC 31 70,381 47.43 70,350 55.37 0.04
Gemmer Asset Management LLC 21 7,612 47.43 7,591 56.65 0.28
CWA Asset Management Group, LLC 19 43,110 47.44 43,091 56.69 0.04
Ahl Investment Management, Inc. 2 57,326 47.43 57,324 56.70 0.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Umb Bank N A/mo 210,834 163,060 47.43 373,894 56.70 -56.39
Sequoia Financial Advisors, LLC 79,249 47,163 47.43 126,412 56.70 -62.69
Cornerstone Wealth Group, LLC 64,557 5,955 47.36 70,512 56.70 -91.55
Rnc Capital Management Llc 31,006 697,628 47.43 728,634 56.70 -4.26
Brinker Capital Investments, LLC 20,639 176,299 47.43 196,938 56.70 -10.48
Monument Capital Management 16,425 25,649 47.45 42,074 56.71 -39.04
Amplius Wealth Advisors, LLC 15,668 211,376 1.09 227,044 1.13 -6.90
Spire Wealth Management 13,634 23,495 47.41 37,129 56.69 -36.72
River Road Asset Management, LLC 8,650 507,942 47.43 516,592 56.70 -1.67
Icon Wealth Partners, LLC 8,355 113,297 47.43 121,652 56.70 -6.87
Thompson Siegel & Walmsley Llc 8,276 63,452 47.44 71,728 56.70 -11.54
Tower Bridge Advisors 7,205 310,405 47.43 317,610 56.70 -2.27
Eastern Bank 6,740 82,694 47.43 89,434 56.70 -7.54
Commonwealth Equity Services, Llc 5,255 546,115 47.43 551,370 56.70 -0.95
Dixon Hubard Feinour & Brown Inc/va 4,446 44,947 47.43 49,393 56.71 -9.00
Inverness Counsel Llc /ny/ 4,365 19,012 47.44 23,377 56.68 -18.67
Altium Wealth Management LLC 4,190 9,216 47.42 13,406 56.69 -31.25
Culbertson A N & Co Inc 3,666 62,261 47.43 65,927 56.70 -5.56
New Mexico Educational Retirement Board 3,600 73,988 47.43 77,588 56.70 -4.64
Bridge Creek Capital Management LLC 3,542 81,985 47.44 85,527 56.70 -4.14
Stratos Wealth Partners, LTD. 3,509 31,608 47.42 35,117 56.70 -9.99
MAI Capital Management 3,162 10,908 47.40 14,070 56.72 -22.47
Veriti Management LLC 3,084 21,993 47.42 25,077 56.71 -12.30
Sandy Spring Bank 2,478 116,735 47.43 119,213 56.71 -2.08
Wedbush Securities Inc 2,350 16,697 47.43 19,047 56.70 -12.34
Capital Insight Partners, Llc 2,117 93,127 47.43 95,244 56.70 -2.22
Geneos Wealth Management Inc. 1,758 30,212 48.19 31,970 56.68 -5.50
Ogorek Anthony Joseph /ny/ /adv 1,583 11,828 47.43 13,411 56.67 -11.80
Money Concepts Capital Corp 1,537 249 48.19 1,786 56.55 -86.06
Coastline Trust Co 1,200 61,714 47.43 62,914 56.70 -1.91
Ledyard National Bank 1,151 264,602 47.43 265,753 56.70 -0.43
Patten Group, Inc. 1,087 46,307 48.01 47,394 56.69 -2.29
GraniteShares Advisors LLC 1,080 5,332 47.26 6,412 56.61 -16.84
Atlantic Union Bankshares Corp 934 48,844 47.44 49,778 56.69 -1.88
Trust Co Of Vermont 913 47,361 47.44 48,274 56.70 -1.89
DLCFX - Destinations Large Cap Equity Fund Class I 757 9,662 49.78 10,419 62.19 -7.27
First Command Financial Services, Inc. 605 4,298 47.23 4,903 56.70 -12.34
First Command Bank 605 4,298 47.23 4,903 56.70 -12.34
Exchange Traded Concepts, Llc 535 4,844 47.48 5,379 56.70 -9.95
Ellevest, Inc. 485 6,725 47.43 7,210 56.73 -6.73
Hudson Valley Investment Advisors Inc /adv 481 12,214 47.40 12,695 56.72 -3.79
New England Research & Management, Inc. 464 49,860 47.43 50,324 56.69 -0.92
Carolina Wealth Advisors, LLC 453 6 459 56.64 -98.69
Abacus Planning Group, Inc. 336 8,156 47.45 8,492 56.64 -3.96
Alliance Wealth Advisors, LLC 282 5,120 47.46 5,402 56.65 -5.22
Patton Albertson Miller Group, Llc 259 34,340 47.44 34,599 56.71 -0.75
Marotta Asset Management 245 63,470 48.20 63,715 56.71 -0.38
Carderock Capital Management Inc 200 4,637 47.44 4,837 56.65 -4.13
Lakeview Capital Partners, LLC 200 17,795 47.43 17,995 56.68 -1.11
Charter Oak Capital Management, LLC 119 1,376 47.24 1,495 58.86 -7.96
Harbor Investment Advisory, Llc 114 2,889 47.42 3,003 56.61 -3.80
Conning Inc. 97 11,684 47.42 11,781 56.70 -0.82
Mv Capital Management, Inc. 81 4,184 47.32 4,265 56.74 -1.90
Essex Savings Bank 42 10,230 47.41 10,272 56.76 -0.41
Stone Point Wealth LLC 41 11,882 47.38 11,923 55.27 -0.34
Griffin Asset Management, Inc. 40 85,067 47.43 85,107 56.71 -0.05
Clean Yield Group 38 280 46.43 318 56.60 -11.95
TCI Wealth Advisors, Inc. 27 1,794 47.38 1,821 56.56 -1.48
Collective Family Office Llc 26 8,518 47.43 8,544 56.65 -0.30
First Hawaiian Bank 18 41,205 47.45 41,223 56.72 -0.04
Asset Dedication, LLC 11 11,496 47.15 11,507 56.75 -0.10
Western Wealth Management, LLC 5 7,229 47.59 7,234 56.68 -0.07
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