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 1,285 281.00 77.56 80.70
Previous Quarter 1,340 342.00 77.57 81.32

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 16 214 269 12 115 130
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 0 0 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 7 19 121 7 48 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 15,983,458 0.00 0.00 0 0.00 0.00
Previous Quarter 15,930,479 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
Raymond James & Associates 32,076,986 77.57
Bank Of America Corp /de/ 20,416,879 77.57
Morgan Stanley 14,153,051 77.57
Envestnet Asset Management Inc 13,137,436 77.57
BlackRock Inc. 10,477,405 77.57
CFS Investment Advisory Services, LLC 8,144,806 0.01
LPL Financial LLC 7,532,768 77.57
Fmr Llc 6,673,702 77.57
UBS Group AG 5,291,813 77.57
Ameriprise Financial Inc 5,233,946 77.53
Wells Fargo & Company/mn 5,209,967 77.57
Raymond James Financial Services Advisors, Inc. 4,919,282 77.57
Pnc Financial Services Group, Inc. 3,752,620 77.57
Northwestern Mutual Wealth Management Co 3,199,740 77.57
Sei Investments Co 3,137,007 77.59
Commonwealth Equity Services, Llc 3,116,710 70.21
Cwm, Llc 2,984,385 77.57
Mercer Global Advisors Inc /adv 2,970,407 77.57
Advisor Group Holdings, Inc. 2,848,337 75.36
Horizon Investments, LLC 2,504,003 77.57

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
Raymond James & Associates 32,076,986 77.57
Bank Of America Corp /de/ 20,416,879 77.57
Morgan Stanley 14,153,051 77.57
Envestnet Asset Management Inc 13,137,436 77.57
BlackRock Inc. 10,477,405 77.57
CFS Investment Advisory Services, LLC 8,144,806 0.01
LPL Financial LLC 7,532,768 77.57
Fmr Llc 6,673,702 77.57
UBS Group AG 5,291,813 77.57
Ameriprise Financial Inc 5,233,946 77.53
Wells Fargo & Company/mn 5,209,967 77.57
Raymond James Financial Services Advisors, Inc. 4,919,282 77.57
Pnc Financial Services Group, Inc. 3,752,620 77.57
Commonwealth Equity Services, Llc 3,200,493 77.57
Northwestern Mutual Wealth Management Co 3,199,740 77.57
Sei Investments Co 3,137,007 77.59
Cwm, Llc 2,984,385 77.57
Mercer Global Advisors Inc /adv 2,970,407 77.57
Advisor Group Holdings, Inc. 2,848,337 75.36
Horizon Investments, LLC 2,504,003 77.57

 

Recent Quarter Analysis

Name Shares PPS
Asset Management Resources, LLC 177,065 70.21
Berkshire Money Management, Inc. 59,174 70.22
NAVAX - Navigator Equity Hedged Fund Class A Shares 39,095 73.44
Forte Asset Management Llc 25,334 70.22
Continuum Advisory, LLC 15,986 73.44
Cadence Bank Na 3,322 70.14
Cypress Financial Planning Llc 3,313 70.33
Lvm Capital Management Ltd/mi 3,017 70.27
ACG Wealth 754 70.29
Hexagon Capital Partners LLC 719 69.54
Heritage Financial Services, LLC 181 66.30
Urban Wealth Management, LLC 133 67.67
Gleason Group, Inc. 101 69.31
Institutional & Family Asset Management, Llc 61 81.97
Tfo-tdc, Llc 27 74.07
jvl associates llc 0
Name Shares PPS
Bank Of America Corp /de/ 20,416,879 77.57
Carroll Financial Associates, Inc. 1,816,413 80.57
PFM Asset Management LLC 271,488 73.50
TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate VP Initial 198,045 73.50
Cardinal Point Wealth Management LLC 194,567 73.50
Asset Management Resources, LLC 174,506 77.57
Ameritas Investment Corp 132,429 0.08
Crescent Capital Consulting, LLC 121,593 80.89
TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate Growth VP Initial 67,526 73.50
Centennial Wealth Advisory LLC 66,965 77.58
TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Conservative VP Initial 52,869 73.50
Jane Street Group, Llc 47,621 77.57
IFP Advisors, Inc 38,956 82.12
Mid Atlantic Financial Management Inc/adv 37,778 73.51
Vivid Financial Management, Inc. 37,280 80.90
Spotlight Asset Group, Inc. 35,623 73.49
Lbmc Investment Advisors, Llc 25,682 77.56
Relyea Zuckerberg Hanson LLC 20,704 78.29
Symphony Financial, Ltd. Co. 19,998 78.36
Newport Wealth Strategies, Inc. 19,797 73.50
MAGBX - Madison Aggressive Allocation Fund Aggressive Allocation Fund Class B 17,420 77.55
Continuum Advisory, LLC 15,986 73.44
Hnp Capital Llc 14,391 77.55
Rede Wealth, LLC 14,269 77.58
ULTRA SERIES FUND - Aggressive Allocation Fund Class I 14,117 73.53
Heritage Wealth Management, Llc 13,420 73.47
Cliftonlarsonallen Wealth Advisors, Llc 12,601 77.53
Investment Security Group Inc /co/ /adv 11,044 73.52
Lantz Financial LLC 9,906 80.86
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 8,864 73.56
Homrich & Berg 7,913 73.55
Cascadia Advisory Services, LLC 6,744 73.55
Harbor Financial Services, Llc 5,544 73.41
Hochman Cole Investment Advisors, Inc. 5,426 73.53
BOK Financial Private Wealth, Inc. 5,000 64.20
NorthCrest Asset Manangement, LLC 3,863 77.66
Cornerstone Wealth Group, LLC 3,768 77.49
NorthCoast Asset Management LLC 3,369 73.61
CRA Financial Services, LLC 3,364 77.59
Amplius Wealth Advisors, LLC 3,349 77.34
Managed Account Services Inc 3,241 73.43
Ttp Investments, Inc. 3,188 77.48
Landsberg, Bennett, & Dubbaneh LLC 3,179 73.92
Signature Estate & Investment Advisors Llc 3,111 77.47
Connecticut Wealth Management, LLC 3,069 77.55
Teamwork Financial Advisors, LLC 2,947 77.71
Paragon Wealth Strategies, LLC 2,877 77.51
Wealth Advisors of Tampa Bay, LLC 2,788 77.47
Foster Victor Wealth Advisors, LLC 2,748 78.24
Btr Capital Management Inc 2,666 77.64
HFG Advisors, Inc. 2,599 77.72
Crestmont Private Wealth LLC 769 78.02
Prentice Wealth Management LLC 705 73.76
Peoples Financial Services Corp. 490 77.55
First Command Bank 410 78.05
First Command Financial Services, Inc. 410 78.05
Financial Connections Group, Inc. 391 76.73
Sonora Investment Management, LLC 341 73.31
Herold Advisors, Inc. 275 77567.27
Beacon Capital Management, Inc. 273 76.92
Covington Capital Management 175 80.00
FSC Wealth Advisors, LLC 165 78.79
Win Advisors, Inc 78 76.92
Institutional & Family Asset Management, Llc 61 81.97
Clean Yield Group 28 71.43
Savior LLC 18 55.56
Macroview Investment Management Llc 9 111.11
Means Investment Co., Inc.
Beck Bode, LLC
First Command Advisory Services, Inc.
Inverness Counsel Llc /ny/
PRW Wealth Management LLC
City Holding Co
Hoey Investments, Inc
Pinnacle Wealth Management Advisory Group, LLC
Hudock, Inc.
Fulcrum Equity Management
Hanlon Investment Management, Inc.
TFAGX - TFA AlphaGen Growth Fund Class I
Marshall Wace, Llp
Stringer Asset Management, Llc
Greenwich Wealth Management LLC
Barclays Plc
Private Wealth Advisors, LLC
Hamilton Capital, LLC
StoneX Group Inc.
AXS Investments LLC
Meridian Wealth Partners, LLC
Holloway Wealth Management, LLC
Credit Suisse Ag/
Ironwood Financial, llc
SG Americas Securities, LLC
Center for Financial Planning, Inc.
Perfromance Wealth Partners, LLC
Two Sigma Securities, Llc
Edge Wealth Management LLC
Alaska Permanent Capital Management
Renaissance Technologies Llc
Portfolio Strategies, Inc.
Corrado Advisors, Llc
Total Clarity Wealth Management, Inc.
BlueCrest Capital Management Ltd
Red Door Wealth Management, LLC
Eagle Bay Advisors LLC
Truvestments Capital Llc
Rather & Kittrell, Inc.
Versant Capital Management, Inc
Hilltop Wealth Advisors, Llc
Resources Management Corp /ct/ /adv
Global Trust Asset Management, LLC
Principal Financial Group Inc
Drexel Morgan & Co.
Kerntke Otto McGlone Wealth Management Group
TCG Advisory Services, LLC
Pittenger & Anderson Inc
Evolution Wealth Advisors, LLC
Wealthgate Family Office, LLC
Annex Advisory Services, LLC
All Season Financial Advisors, Inc.
Journey Strategic Wealth Llc
MBA Advisors LLC
Tradewinds Capital Management, LLC
Moody National Bank Trust Division
Leverty Financial Group, LLC
Capstone Investment Advisors, Llc
Hardy Reed LLC
Mystic Asset Management, Inc.
Atwood & Palmer Inc
Wunderlich Securities, Inc.
Goldstream Capital Management Ltd
Fisher Asset Management, LLC
Cambridge Associates Llc /ma/ /adv
Bank Hapoalim Bm
APCM Wealth Management for Individuals
Larson Financial Group LLC
Smith Shellnut Wilson Llc /adv
Bridgewater Advisors Inc.
Manning & Napier Group, LLC
Client First Capital LLC
RPG Investment Advisory, LLC
Aries Wealth Management
Birchcreek Wealth Management, LLC
ExodusPoint Capital Management, LP
Regentatlantic Capital Llc
Partners Capital Investment Group, Llp
Better Money Decisions, LLC
Cardinal Point Wealth Management Partners, LLC
Plante Moran Financial Advisors, LLC
Bbva Usa
Principle Wealth Partners Llc
VisionPoint Advisory Group, LLC
Financial Services Advisory Inc
Cordant, Inc.
Prelude Capital Management, Llc
Anfield Capital Management, LLC
Estate Counselors, LLC
Pinnacle Bancorp, Inc.
Verde Capital Management
Pacitti Group Inc.
Gibraltar Capital Management, Inc.
Eaton Vance Management
Y-Intercept (Hong Kong) Ltd
Investors Financial Group, LLC
Monumental Financial Group Inc.
Old Mission Capital Llc
TCTC Holdings, LLC
Glovista Investments LLC
Atom Investors LP
Frontier Wealth Management LLC
Advanced Research Investment Solutions, Llc
Boothbay Fund Management, Llc
TAP Consulting, LLC
Fifth Third Securities, Inc.
Family Management Corp
Cowa, Llc
Hirtle Callaghan & Co LLC
Sowell Financial Services LLC
CarsonAllaria Wealth Management, Ltd.
Pinnacle Financial Partners Inc
Capital Planning Advisors, LLC
Masso Torrence Wealth Management Inc.
Core Wealth Advisors, Inc.
SWM Advisors
Aureus Asset Management, LLC
Weatherly Asset Management L. P.
Bank Julius Baer & Co. Ltd, Zurich
Cullen/frost Bankers, Inc.
BTS Asset Management, Inc.
Schwab Charitable Fund
SCS Capital Management LLC
Efficient Advisors, LLC
Blue Square Asset Management, Llc
NorthRock Partners, LLC
Geode Capital Management, Llc
Mattern Capital Management, Llc
Eagle Strategies LLC
Evercore Wealth Management, LLC
Cutler Group LP
Certified Advisory Corp
Cutler Group LP
Manchester Capital Management LLC
Huntington National Bank
Provida Pension Fund Administrator
U.S. Capital Wealth Advisors, LLC
Widmann Financial Services, Inc.
Financial Partners Group, Inc
jvl associates llc
Main Street Research LLC
Central Bank & Trust Co
Argent Advisors, Inc.
Paragon Capital Management Ltd
Wolverine Trading, Llc
Crew Capital Management, Ltd.
EFG Asset Management (Americas) Corp.
Name Current Shares Current PPS Previous Shares Previous PPS
Commonwealth Equity Services, Llc 3,116,710 70.21 3,200,493 77.57
Brookstone Capital Management 1,710,345 71.48 1,629,118 78.14
Cambridge Investment Research Advisors, Inc. 1,597,026 70.21 1,501,932 77.57
Symmetry Partners, LLC 919,646 70.21 881,264 77.57
Private Advisor Group, LLC 702,596 70.21 701,183 77.57
Stratos Wealth Partners, LTD. 504,082 70.21 469,954 77.57
Intelligence Driven Advisers, LLC 495,677 71.28 540,339 78.94
Truist Financial Corp 472,943 70.21 488,943 77.57
Crestwood Advisors Group LLC 429,721 70.21 428,585 77.57
Geneos Wealth Management Inc. 418,764 71.06 460,671 77.57
Insight Wealth Strategies, LLC 374,599 70.21 397,153 77.57
First Hawaiian Bank 349,488 70.21 255,927 77.57
Mv Capital Management, Inc. 316,986 70.21 317,485 77.57
Trilogy Capital Inc. 313,224 70.21 314,428 77.57
Tillar-Wenstrup Advisors, LLC 312,012 70.21 312,339 77.57
Lowe Wealth Advisors, LLC 274,806 70.21 277,110 77.57
Raymond James Trust N.a. 270,832 70.21 268,626 77.57
Well Done, LLC 255,204 70.21 264,536 77.57
Foundations Investment Advisors, LLC 220,899 71.28 198,999 77.78
Apella Capital, LLC 205,798 70.21 168,712 77.57
Name Current Shares Current PPS Previous Shares Previous PPS
BMS Financial Advisors, LLC 22,744 80.90 19,257 77.58
Archford Capital Strategies, LLC 8,432 0.12 6,406
Wealth Quarterback LLC 6,611 77.60 10,541 0.09
Carnegie Capital Asset Management, LLC 5,225 73.68 0
F/M Investments LLC 3,181 73.56 0
TCI Wealth Advisors, Inc. 732 69.67 0
Sound Income Strategies, LLC 378 71.43 0
Ellevest, Inc. 117 68.38 0
Element Wealth, LLC 108 74.07 95 73.68
Investors Research Corp 41 73.17 0
Lehman & Derafelo Financial Resources LLC 34 58.82 0
Lake Point Wealth Management 8 125.00 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 95,094 1,597,026 70.21 1,501,932 77.57 6.33
First Hawaiian Bank 93,561 349,488 70.21 255,927 77.57 36.56
Brookstone Capital Management 81,227 1,710,345 71.48 1,629,118 78.14 4.99
Polaris Wealth Advisory Group, LLC 69,550 190,750 70.21 121,200 78.94 57.38
Spire Wealth Management 61,631 189,681 70.21 128,050 77.70 48.13
SUNAMERICA SERIES TRUST - SA BlackRock Multi-Factor 70/30 Portfolio Class 1 52,979 82,421 73.43 29,442 76.05 179.94
Symmetry Partners, LLC 38,382 919,646 70.21 881,264 77.57 4.36
Apella Capital, LLC 37,086 205,798 70.21 168,712 77.57 21.98
Stratos Wealth Partners, LTD. 34,128 504,082 70.21 469,954 77.57 7.26
Wealth Enhancement Advisory Services, Llc 33,071 194,198 71.47 161,127 78.24 20.52
GPS Wealth Strategies Group, LLC 30,385 147,966 70.21 117,581 77.57 25.84
Foundations Investment Advisors, LLC 21,900 220,899 71.28 198,999 77.78 11.01
Lakeview Capital Partners, LLC 19,984 27,266 70.20 7,282 77.59 274.43
Great Valley Advisor Group, Inc. 18,294 60,379 70.21 42,085 77.77 43.47
BKD Wealth Advisors, LLC 12,518 18,596 70.23 6,078 77.49 205.96
Mascoma Wealth Management LLC 9,410 87,522 70.21 78,112 77.57 12.05
Retireful, LLC 8,293 11,994 70.20 3,701 74.57 224.07
Kwmg, Llc 7,920 183,526 70.21 175,606 77.57 4.51
Ade, Llc 5,892 90,268 70.21 84,376 77.57 6.98
Orion Portfolio Solutions, LLC 5,488 26,624 70.20 21,136 77.59 25.97
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Financial Sense Advisors, Inc. 126,048 13,277 70.20 139,325 77.57 -90.47
Legacy Private Trust Co. 124,532 68,248 70.21 192,780 77.57 -64.60
RWM Asset Management, LLC 114,330 12,854 70.17 127,184 77.57 -89.89
Santori & Peters, Inc. 96,725 78,724 70.21 175,449 77.57 -55.13
Commonwealth Equity Services, Llc 83,783 3,116,710 70.21 3,200,493 77.57 -2.62
Retirement Planning Group 63,666 55,729 70.21 119,395 77.57 -53.32
Calton & Associates, Inc. 51,048 11,508 70.21 62,556 77.56 -81.60
Intelligence Driven Advisers, LLC 44,662 495,677 71.28 540,339 78.94 -8.27
Geneos Wealth Management Inc. 41,907 418,764 71.06 460,671 77.57 -9.10
Wealth Management Resources, Inc. 37,883 107,774 70.21 145,657 77.57 -26.01
Wealth CMT 29,308 182,111 70.21 211,419 77.57 -13.86
FULVX - Fidelity U.S. Low Volatility Equity Fund 29,100 24,900 73.41 54,000 76.06 -53.89
Milestone Advisory Partners 28,765 43,182 71.07 71,947 77.57 -39.98
Money Concepts Capital Corp 24,104 121,498 71.06 145,602 77.57 -16.55
Capital Investment Advisory Services, LLC 22,949 60,380 70.21 83,329 77.57 -27.54
Insight Wealth Strategies, LLC 22,554 374,599 70.21 397,153 77.57 -5.68
Wall Capital Group, Inc. 17,168 11,870 71.61 29,038 77.59 -59.12
Miracle Mile Advisors, LLC 16,287 65,121 70.21 81,408 77.57 -20.01
Truist Financial Corp 16,000 472,943 70.21 488,943 77.57 -3.27
Derbend Asset Management 15,336 3,232 70.24 18,568 80.89 -82.59
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Cutler Group LP 0
Name Previous Calls
Wolverine Trading, Llc 0
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
Forte Asset Management Llc 25,334 70.22
Cadence Bank Na 3,322 70.14
Cypress Financial Planning Llc 3,313 70.33
Hexagon Capital Partners LLC 719 69.54
Heritage Financial Services, LLC 181 66.30
Urban Wealth Management, LLC 133 67.67
Tfo-tdc, Llc 27 74.07
Name Shares PPS
Savior LLC 18 55.56
Symphony Financial, Ltd. Co. 19,998 78.36
Hnp Capital Llc 14,391 77.55
NorthCrest Asset Manangement, LLC 3,863 77.66
Cornerstone Wealth Group, LLC 3,768 77.49
Rede Wealth, LLC 14,269 77.58
Ttp Investments, Inc. 3,188 77.48
Beacon Capital Management, Inc. 273 76.92
First Command Financial Services, Inc. 410 78.05
Macroview Investment Management Llc 9 111.11
CRA Financial Services, LLC 3,364 77.59
Foster Victor Wealth Advisors, LLC 2,748 78.24
Financial Connections Group, Inc. 391 76.73
First Command Bank 410 78.05
Win Advisors, Inc 78 76.92
Clean Yield Group 28 71.43
Teamwork Financial Advisors, LLC 2,947 77.71
Relyea Zuckerberg Hanson LLC 20,704 78.29
Amplius Wealth Advisors, LLC 3,349 77.34
Name Current Shares Current PPS Previous Shares Previous PPS
Commonwealth Equity Services, Llc 3,116,710 70.21 3,200,493 77.57
Stratos Wealth Partners, LTD. 504,082 70.21 469,954 77.57
Intelligence Driven Advisers, LLC 495,677 71.28 540,339 78.94
Truist Financial Corp 472,943 70.21 488,943 77.57
Geneos Wealth Management Inc. 418,764 71.06 460,671 77.57
First Hawaiian Bank 349,488 70.21 255,927 77.57
Mv Capital Management, Inc. 316,986 70.21 317,485 77.57
Trilogy Capital Inc. 313,224 70.21 314,428 77.57
Tillar-Wenstrup Advisors, LLC 312,012 70.21 312,339 77.57
Well Done, LLC 255,204 70.21 264,536 77.57
Ironwood Wealth Management, Inc. 203,963 71.48 203,210 77.57
Wealth Enhancement Advisory Services, Llc 194,198 71.47 161,127 78.24
Spire Wealth Management 189,681 70.21 128,050 77.70
Wealth CMT 182,111 70.21 211,419 77.57
Lester Murray Antman dba SimplyRich 180,684 70.21 180,941 77.57
Comerica Securities,inc. 168,236 70.21 169,793 77.57
Darrow Company, Inc. 156,538 70.21 156,535 77.57
GPS Wealth Strategies Group, LLC 147,966 70.21 117,581 77.57
Financial Life Advisors 122,068 70.21 128,296 77.57
Money Concepts Capital Corp 121,498 71.06 145,602 77.57
PSI Advisors, LLC 117,497 70.21 121,018 77.58
Umb Bank N A/mo 114,830 70.21 127,323 77.57
Wealth Management Resources, Inc. 107,774 70.21 145,657 77.57
Brinker Capital Investments, LLC 103,500 70.21 113,327 77.57
Western Wealth Management, LLC 103,320 70.16 110,507 77.58
Family Capital Trust Co 94,080 70.20 94,398 77.55
MAI Capital Management 86,856 70.21 82,695 77.57
Flagship Private Wealth, LLC 84,209 0.07 89,936 0.08
Capital Planning LLC 83,464 70.21 91,801 77.57
Shore Point Advisors, LLC 72,964 70.21 71,130 77.58
Icon Wealth Partners, LLC 70,417 70.21 70,916 77.57
Patton Albertson Miller Group, Llc 69,958 70.21 78,084 77.57
Brandywine Oak Private Wealth Llc 66,551 70.20 66,067 77.56
Investment Advisory Group, LLC 64,328 70.28 65,093 77.54
Pettinga Financial Advisors, LLC 64,226 70.21 64,166 77.58
Round Rock Advisors, LLC 61,637 70.22 63,782 77.58
Capital Investment Advisory Services, LLC 60,380 70.21 83,329 77.57
Great Valley Advisor Group, Inc. 60,379 70.21 42,085 77.77
Good Life Advisors, LLC 53,535 70.22 59,760 77.58
Security Financial Services, INC. 50,044 70.22 51,374 77.57
Householder Group Estate & Retirement Specialist, LLC 48,028 70.21 48,421 77.57
Milestone Advisory Partners 43,182 71.07 71,947 77.57
Shufro Rose & Co Llc 41,842 70.22 41,754 77.57
Stone House Investment Management, LLC 40,689 70.22 40,293 77.58
ACT Advisors, LLC. 39,361 70.22 41,458 77.57
Weaver Consulting Group 38,807 70.22 39,041 77.56
Market Street Wealth Management Advisors Llc 34,987 70.20 37,395 77.58
CFO4Life Group, LLC 27,740 70.19 28,291 77.59
Stratos Wealth Advisors, LLC 27,391 70.21 23,926 77.57
Lakeview Capital Partners, LLC 27,266 70.20 7,282 77.59
Atlas Private Wealth Management 26,622 70.21 26,527 77.58
Diversified, LLC 24,217 70.20 27,162 77.57
Orion Capital Management LLC 18,610 70.23 26,680 77.59
BKD Wealth Advisors, LLC 18,596 70.23 6,078 77.49
Ridgewood Investments LLC 17,046 70.22 17,039 77.59
Center For Asset Management LLC 16,305 70.22 18,206 77.56
Columbia Trust Co 01012016 14,895 70.22 14,895 77.81
Provence Wealth Management Group 14,829 70.20 14,176 77.60
Courier Capital Llc 14,391 70.18 14,391 77.55
Welch & Forbes Llc 14,345 70.20 14,045 77.54
Financial Sense Advisors, Inc. 13,277 70.20 139,325 77.57
Wedbush Securities Inc 13,006 70.20 15,628 77.55
MBE Wealth Management, LLC 12,867 70.18 13,287 77.59
Lincoln Capital LLC 12,590 70.21 12,482 77.55
Retireful, LLC 11,994 70.20 3,701 74.57
Signature Securities Group Corporation 11,411 70.20 11,477 77.46
Provident Wealth Management, LLC 11,186 70.18 10,671 77.59
C2C Wealth Management, LLC 11,149 71.49 11,269 78.53
O'Brien Wealth Partners LLC 11,014 70.18 11,014 71.27
Schrum Private Wealth Management LLC 10,832 70.16 10,793 75.23
Cornell Pochily Investment Advisors, Inc. 10,464 70.24 6,277 77.58
Wolf Group Capital Advisors 10,309 70.23 11,610 77.61
Successful Portfolios LLC 9,876 70.17 5,710 77.58
Avenue 1 Advisors, LLC 9,698 70.22 9,756 77.59
Waypoint Capital Advisors, LLC 9,337 70.26 7,283 77.58
Twelve Points Wealth Management LLC 8,901 70.22 9,024 77.57
Aurora Private Wealth, Inc. 8,641 70.25 8,641 77.54
Claudia M.p. Batlle, Crp (r) Llc 8,500 70.24 8,500 77.53
GSB Wealth Management, LLC 7,471 70.27 7,467 77.54
Guyasuta Investment Advisors Inc 7,430 70.26 7,430 77.52
Southern Capital Advisors, Llc 7,050 70.21 7,058 77.64
Charter Oak Capital Management, LLC 6,957 70.15 9,258 80.90
PFG Private Wealth Management, LLC 6,352 70.21 6,245 77.50
Patten Group, Inc. 6,163 71.56 6,138 77.55
Sawtooth Solutions, LLC 5,411 70.23 5,448 77.64
Claraphi Advisory Network, LLC 5,382 70.23 4,819 77.61
Global Strategic Investment Solutions, LLC 5,196 70.25 5,178 77.64
Long Run Wealth Advisors, LLC 4,399 70.24 4,365 76.98
GenTrust, LLC 4,277 70.14 4,277 77.62
Altium Wealth Management LLC 4,126 70.29 3,194 77.65
Winthrop Advisory Group LLC 4,049 70.14 4,186 77.64
Horizon Financial Services, Llc 3,750 70.13 3,844 77.52
Ledyard National Bank 3,749 70.15 3,822 77.45
McElhenny Sheffield Capital Management, LLC 3,730 70.24 3,745 77.70
Signature Wealth Management Partners, LLC 3,690 70.19 3,690 77.51
Sequoia Financial Advisors, LLC 3,681 70.09 3,378 77.56
Howard Financial Services, Ltd. 3,533 70.20 3,523 77.49
Hengehold Capital Management Llc 3,530 70.25 3,530 77.62
DAVENPORT & Co LLC 3,484 70.32 8,678 77.55
Essex Savings Bank 3,432 70.22 3,432 77.51
Bond & Devick Financial Network, Inc. 3,410 70.09 3,410 77.71
Clearwater Capital Advisors, LLC 3,407 70.15 3,407 77.49
Aevitas Wealth Management, Inc. 3,371 70.31 3,463 77.68
Derbend Asset Management 3,232 70.24 18,568 80.89
Peterson Financial Group, Inc. 3,165 70.14 3,805 77.53
Willner & Heller, Llc 3,097 70.07 3,077 80.92
Peterson Wealth Advisors, LLC 3,067 70.10 3,067 77.60
Harbour Capital Advisors, LLC 2,950 70.17 4,000 77.50
Trust Co Of Vermont 2,847 70.25 2,839 77.49
Horan Securities, Inc. 2,801 70.33 2,318 77.65
Ogorek Anthony Joseph /ny/ /adv 2,042 70.03 2,289 77.33
Baldwin Brothers Inc/ma 1,911 70.12 1,089 77.13
Thompson Siegel & Walmsley Llc 1,825 70.14 1,825 77.81
Harbor Investment Advisory, Llc 1,335 70.41 1,481 77.65
JNBA Financial Advisors 850 70.59 850 77.65
Endurance Wealth Management, Inc. 600 70.00 600 78.33
First Bank & Trust 544 69.85 555 77.48
Legacy Bridge, LLC 300 70.00 300 76.67
Sandy Spring Bank 300 70.00 300 80.00
Bogart Wealth, LLC 249 68.27 249 76.31
Life Planning Partners, Inc 247 72.87 247 76.92
Name Current Shares Current PPS Previous Shares Previous PPS
F/M Investments LLC 3,181 73.56 0
TCI Wealth Advisors, Inc. 732 69.67 0
Ellevest, Inc. 117 68.38 0
Element Wealth, LLC 108 74.07 95 73.68
Investors Research Corp 41 73.17 0
Lehman & Derafelo Financial Resources LLC 34 58.82 0
Lake Point Wealth Management 8 125.00 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
First Hawaiian Bank 93,561 349,488 70.21 255,927 77.57 36.56
Spire Wealth Management 61,631 189,681 70.21 128,050 77.70 48.13
Stratos Wealth Partners, LTD. 34,128 504,082 70.21 469,954 77.57 7.26
Wealth Enhancement Advisory Services, Llc 33,071 194,198 71.47 161,127 78.24 20.52
GPS Wealth Strategies Group, LLC 30,385 147,966 70.21 117,581 77.57 25.84
Lakeview Capital Partners, LLC 19,984 27,266 70.20 7,282 77.59 274.43
Great Valley Advisor Group, Inc. 18,294 60,379 70.21 42,085 77.77 43.47
BKD Wealth Advisors, LLC 12,518 18,596 70.23 6,078 77.49 205.96
Retireful, LLC 8,293 11,994 70.20 3,701 74.57 224.07
Cornell Pochily Investment Advisors, Inc. 4,187 10,464 70.24 6,277 77.58 66.70
Successful Portfolios LLC 4,166 9,876 70.17 5,710 77.58 72.96
MAI Capital Management 4,161 86,856 70.21 82,695 77.57 5.03
Stratos Wealth Advisors, LLC 3,465 27,391 70.21 23,926 77.57 14.48
F/M Investments LLC 3,181 3,181 73.56 0 0.00
Waypoint Capital Advisors, LLC 2,054 9,337 70.26 7,283 77.58 28.20
Shore Point Advisors, LLC 1,834 72,964 70.21 71,130 77.58 2.58
Altium Wealth Management LLC 932 4,126 70.29 3,194 77.65 29.18
Baldwin Brothers Inc/ma 822 1,911 70.12 1,089 77.13 75.48
Ironwood Wealth Management, Inc. 753 203,963 71.48 203,210 77.57 0.37
TCI Wealth Advisors, Inc. 732 732 69.67 0 0.00
Provence Wealth Management Group 653 14,829 70.20 14,176 77.60 4.61
Claraphi Advisory Network, LLC 563 5,382 70.23 4,819 77.61 11.68
Provident Wealth Management, LLC 515 11,186 70.18 10,671 77.59 4.83
Brandywine Oak Private Wealth Llc 484 66,551 70.20 66,067 77.56 0.73
Horan Securities, Inc. 483 2,801 70.33 2,318 77.65 20.84
Stone House Investment Management, LLC 396 40,689 70.22 40,293 77.58 0.98
Sequoia Financial Advisors, LLC 303 3,681 70.09 3,378 77.56 8.97
Welch & Forbes Llc 300 14,345 70.20 14,045 77.54 2.14
Ellevest, Inc. 117 117 68.38 0 0.00
Lincoln Capital LLC 108 12,590 70.21 12,482 77.55 0.87
PFG Private Wealth Management, LLC 107 6,352 70.21 6,245 77.50 1.71
Atlas Private Wealth Management 95 26,622 70.21 26,527 77.58 0.36
Shufro Rose & Co Llc 88 41,842 70.22 41,754 77.57 0.21
Pettinga Financial Advisors, LLC 60 64,226 70.21 64,166 77.58 0.09
Investors Research Corp 41 41 73.17 0 0.00
Schrum Private Wealth Management LLC 39 10,832 70.16 10,793 75.23 0.36
Long Run Wealth Advisors, LLC 34 4,399 70.24 4,365 76.98 0.78
Lehman & Derafelo Financial Resources LLC 34 34 58.82 0 0.00
Patten Group, Inc. 25 6,163 71.56 6,138 77.55 0.41
Willner & Heller, Llc 20 3,097 70.07 3,077 80.92 0.65
Global Strategic Investment Solutions, LLC 18 5,196 70.25 5,178 77.64 0.35
Element Wealth, LLC 13 108 74.07 95 73.68 13.68
Howard Financial Services, Ltd. 10 3,533 70.20 3,523 77.49 0.28
Trust Co Of Vermont 8 2,847 70.25 2,839 77.49 0.28
Lake Point Wealth Management 8 8 125.00 0 0.00
Ridgewood Investments LLC 7 17,046 70.22 17,039 77.59 0.04
GSB Wealth Management, LLC 4 7,471 70.27 7,467 77.54 0.05
Darrow Company, Inc. 3 156,538 70.21 156,535 77.57 0.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Financial Sense Advisors, Inc. 126,048 13,277 70.20 139,325 77.57 -90.47
Commonwealth Equity Services, Llc 83,783 3,116,710 70.21 3,200,493 77.57 -2.62
Intelligence Driven Advisers, LLC 44,662 495,677 71.28 540,339 78.94 -8.27
Geneos Wealth Management Inc. 41,907 418,764 71.06 460,671 77.57 -9.10
Wealth Management Resources, Inc. 37,883 107,774 70.21 145,657 77.57 -26.01
Wealth CMT 29,308 182,111 70.21 211,419 77.57 -13.86
Milestone Advisory Partners 28,765 43,182 71.07 71,947 77.57 -39.98
Money Concepts Capital Corp 24,104 121,498 71.06 145,602 77.57 -16.55
Capital Investment Advisory Services, LLC 22,949 60,380 70.21 83,329 77.57 -27.54
Truist Financial Corp 16,000 472,943 70.21 488,943 77.57 -3.27
Derbend Asset Management 15,336 3,232 70.24 18,568 80.89 -82.59
Umb Bank N A/mo 12,493 114,830 70.21 127,323 77.57 -9.81
Brinker Capital Investments, LLC 9,827 103,500 70.21 113,327 77.57 -8.67
Well Done, LLC 9,332 255,204 70.21 264,536 77.57 -3.53
Capital Planning LLC 8,337 83,464 70.21 91,801 77.57 -9.08
Patton Albertson Miller Group, Llc 8,126 69,958 70.21 78,084 77.57 -10.41
Orion Capital Management LLC 8,070 18,610 70.23 26,680 77.59 -30.25
Western Wealth Management, LLC 7,187 103,320 70.16 110,507 77.58 -6.50
Financial Life Advisors 6,228 122,068 70.21 128,296 77.57 -4.85
Good Life Advisors, LLC 6,225 53,535 70.22 59,760 77.58 -10.42
Flagship Private Wealth, LLC 5,727 84,209 0.07 89,936 0.08 -6.37
DAVENPORT & Co LLC 5,194 3,484 70.32 8,678 77.55 -59.85
PSI Advisors, LLC 3,521 117,497 70.21 121,018 77.58 -2.91
Diversified, LLC 2,945 24,217 70.20 27,162 77.57 -10.84
Wedbush Securities Inc 2,622 13,006 70.20 15,628 77.55 -16.78
Market Street Wealth Management Advisors Llc 2,408 34,987 70.20 37,395 77.58 -6.44
Charter Oak Capital Management, LLC 2,301 6,957 70.15 9,258 80.90 -24.85
Round Rock Advisors, LLC 2,145 61,637 70.22 63,782 77.58 -3.36
ACT Advisors, LLC. 2,097 39,361 70.22 41,458 77.57 -5.06
Center For Asset Management LLC 1,901 16,305 70.22 18,206 77.56 -10.44
Comerica Securities,inc. 1,557 168,236 70.21 169,793 77.57 -0.92
Security Financial Services, INC. 1,330 50,044 70.22 51,374 77.57 -2.59
Wolf Group Capital Advisors 1,301 10,309 70.23 11,610 77.61 -11.21
Trilogy Capital Inc. 1,204 313,224 70.21 314,428 77.57 -0.38
Harbour Capital Advisors, LLC 1,050 2,950 70.17 4,000 77.50 -26.25
Investment Advisory Group, LLC 765 64,328 70.28 65,093 77.54 -1.18
Peterson Financial Group, Inc. 640 3,165 70.14 3,805 77.53 -16.82
CFO4Life Group, LLC 551 27,740 70.19 28,291 77.59 -1.95
Icon Wealth Partners, LLC 499 70,417 70.21 70,916 77.57 -0.70
Mv Capital Management, Inc. 499 316,986 70.21 317,485 77.57 -0.16
MBE Wealth Management, LLC 420 12,867 70.18 13,287 77.59 -3.16
Householder Group Estate & Retirement Specialist, LLC 393 48,028 70.21 48,421 77.57 -0.81
Tillar-Wenstrup Advisors, LLC 327 312,012 70.21 312,339 77.57 -0.10
Family Capital Trust Co 318 94,080 70.20 94,398 77.55 -0.34
Lester Murray Antman dba SimplyRich 257 180,684 70.21 180,941 77.57 -0.14
Ogorek Anthony Joseph /ny/ /adv 247 2,042 70.03 2,289 77.33 -10.79
Weaver Consulting Group 234 38,807 70.22 39,041 77.56 -0.60
Harbor Investment Advisory, Llc 146 1,335 70.41 1,481 77.65 -9.86
Winthrop Advisory Group LLC 137 4,049 70.14 4,186 77.64 -3.27
Twelve Points Wealth Management LLC 123 8,901 70.22 9,024 77.57 -1.36
C2C Wealth Management, LLC 120 11,149 71.49 11,269 78.53 -1.06
Horizon Financial Services, Llc 94 3,750 70.13 3,844 77.52 -2.45
Aevitas Wealth Management, Inc. 92 3,371 70.31 3,463 77.68 -2.66
Ledyard National Bank 73 3,749 70.15 3,822 77.45 -1.91
Signature Securities Group Corporation 66 11,411 70.20 11,477 77.46 -0.58
Avenue 1 Advisors, LLC 58 9,698 70.22 9,756 77.59 -0.59
Sawtooth Solutions, LLC 37 5,411 70.23 5,448 77.64 -0.68
McElhenny Sheffield Capital Management, LLC 15 3,730 70.24 3,745 77.70 -0.40
First Bank & Trust 11 544 69.85 555 77.48 -1.98
Southern Capital Advisors, Llc 8 7,050 70.21 7,058 77.64 -0.11
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