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 | 1,287 | 632.00 | 175.93 | 186.23 |
| Previous Quarter | 1,328 | 924.00 | 175.94 | 173.81 |
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 | 17 | 197 | 275 | 9 | 129 | 110 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 0 | 0 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Current Quarter | 0 | 0 | 0 | 0 | 0 | 0 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 7 | 13 | 153 | 7 | 77 | 61 |
| 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 are the two largest institutional investors in the world. The table below is an indicator of how much of the company stock they own.
| BlackRock | Vanguard | |||||
|---|---|---|---|---|---|---|
| Quarter | Shares | % Ownership | PPS | Shares | % Ownership | PPS |
| Current Quarter | 1,039 | 0.00 | 0.00 | 189,472 | 0.00 | 0.00 |
| Previous Quarter | 1,039 | 0.00 | 0.00 | 189,472 | 0.00 | 0.00 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|---|---|
| Bank Of America Corp /de/ | 16,288,565 | 175.94 |
| Betterment LLC | 7,326,423 | 175.94 |
| Jones Financial Companies Lllp | 4,986,163 | 178.15 |
| Morgan Stanley | 4,299,040 | 175.94 |
| Assetmark, Inc | 2,793,515 | 175.94 |
| Envestnet Asset Management Inc | 2,407,069 | 175.94 |
| Wells Fargo & Company/mn | 1,981,010 | 175.94 |
| UBS Group AG | 1,862,344 | 175.94 |
| Hackensack Meridian Health, Inc. | 1,428,976 | 175.94 |
| Mather Group, Llc. | 1,362,180 | 175.94 |
| Royal Bank Of Canada | 1,006,632 | 175.94 |
| Goldman Sachs Group Inc | 1,000,614 | 175.94 |
| Pnc Financial Services Group, Inc. | 955,630 | 175.94 |
| United Capital Financial Advisers, Llc | 918,554 | 175.94 |
| LPL Financial LLC | 913,746 | 175.94 |
| Sei Investments Co | 907,253 | 176.10 |
| Rsm Us Wealth Management Llc | 890,322 | 175.94 |
| Ameriprise Financial Inc | 886,361 | 175.47 |
| Cowa, Llc | 847,999 | 0.02 |
| Aspiriant, Llc | 826,968 | 175.94 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Bank Of America Corp /de/ | 16,288,565 | 175.94 |
| Aaron Wealth Advisors LLC | 8,116,815 | 5.68 |
| Betterment LLC | 7,326,423 | 175.94 |
| Jones Financial Companies Lllp | 4,986,163 | 178.15 |
| Morgan Stanley | 4,299,040 | 175.94 |
| Assetmark, Inc | 2,793,515 | 175.94 |
| Envestnet Asset Management Inc | 2,407,069 | 175.94 |
| Wells Fargo & Company/mn | 1,981,010 | 175.94 |
| UBS Group AG | 1,862,344 | 175.94 |
| Hackensack Meridian Health, Inc. | 1,428,976 | 175.94 |
| Mather Group, Llc. | 1,362,180 | 175.94 |
| Royal Bank Of Canada | 1,006,632 | 175.94 |
| Goldman Sachs Group Inc | 1,000,614 | 175.94 |
| Pnc Financial Services Group, Inc. | 955,630 | 175.94 |
| United Capital Financial Advisers, Llc | 918,554 | 175.94 |
| LPL Financial LLC | 913,746 | 175.94 |
| Sei Investments Co | 907,253 | 176.10 |
| Rsm Us Wealth Management Llc | 890,322 | 175.94 |
| Ameriprise Financial Inc | 886,361 | 175.47 |
| Cowa, Llc | 847,999 | 0.02 |
| Name | Shares | PPS |
|---|---|---|
| Cresset Asset Management, LLC | 222,886 | 175.94 |
| Kohmann Bosshard Financial Services, LLC | 70,634 | 149.81 |
| Karp Capital Management Corp | 36,276 | 149.82 |
| Bullseye Investment Management, LLC | 19,153 | 149.85 |
| Bell Rock Capital Llc | 5,493 | 149.83 |
| Weitzel Financial Services, Inc. | 4,829 | 149.72 |
| Friedenthal Financial | 4,071 | 149.84 |
| TriaGen Wealth Management LLC | 2,705 | 175.97 |
| Gilman Hill Asset Management, LLC | 1,820 | 150.00 |
| Momentum Advisors, LLC | 1,723 | 149.74 |
| RHS Financial, LLC | 1,439 | 150.10 |
| QLS - IQ Hedge Long/Short Tracker ETF | 1,316 | 164.89 |
| ACG Wealth | 24 | 166.67 |
| Lehman & Derafelo Financial Resources LLC | 19 | 157.89 |
| Macroview Investment Management Llc | 9 | 111.11 |
| Evolution Advisers, Inc. | 7 | 142.86 |
| First Command Advisory Services, Inc. | 7 | 142.86 |
| Name | Shares | PPS |
|---|---|---|
| Cresset Asset Management, LLC | 222,886 | 175.94 |
| TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate VP Initial | 89,299 | 169.26 |
| Minichmacgregor Wealth Management, Llc | 49,633 | 175.93 |
| Susquehanna International Group, Llp | 46,900 | 175.95 |
| Hnp Capital Llc | 38,627 | 175.94 |
| Cardan Capital Partners, LLC | 34,915 | 169.27 |
| TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate Growth VP Initial | 28,895 | 169.27 |
| Homrich & Berg | 26,062 | 169.25 |
| TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Conservative VP Initial | 22,613 | 169.24 |
| IFP Advisors, Inc | 22,421 | 178.89 |
| Mid Atlantic Financial Management Inc/adv | 20,555 | 169.25 |
| Ameritas Investment Corp | 13,876 | 0.14 |
| Managed Account Services Inc | 13,657 | 169.29 |
| B&D White Capital Company, LLC | 13,021 | 175.87 |
| Johanson Financial Advisors, Inc. | 11,487 | 178.81 |
| Asset Dedication, LLC | 8,634 | 175.93 |
| First Midwest Bank Trust Division | 8,584 | 178.82 |
| Precision Wealth Strategies, LLC | 8,290 | 176.00 |
| Hochman Cole Investment Advisors, Inc. | 6,581 | 169.28 |
| Harborview Advisors, LLC | 5,332 | 169.17 |
| Calton & Associates, Inc. | 4,561 | 175.84 |
| Arlington Financial Advisors, LLC | 3,432 | 175.99 |
| TriaGen Wealth Management LLC | 2,705 | 175.97 |
| Retirement Planning Group | 2,041 | 175.89 |
| Green Harvest Asset Management LLC | 1,800 | 169.44 |
| Virginia National Bank | 1,790 | 175.98 |
| Mayflower Financial Advisors, LLC | 1,756 | 175.97 |
| Cutler Group LP | 1,700 | 4.12 |
| BOK Financial Private Wealth, Inc. | 1,580 | 129.11 |
| Emery Howard Portfolio Management, Inc. | 1,573 | 178.64 |
| Security National Trust Co | 1,525 | 173.77 |
| Good Life Advisors, LLC | 1,518 | 175.89 |
| Capital Financial Planning, LLC | 1,338 | 175.64 |
| Segall Bryant & Hamill, Llc | 1,330 | 169.92 |
| MPS Loria Financial Planners, LLC | 1,256 | 175.96 |
| Sage Capital Advisors,llc | 1,246 | 171.75 |
| Perfromance Wealth Partners, LLC | 1,220 | 176.23 |
| Householder Group Estate & Retirement Specialist, LLC | 1,191 | 175.48 |
| Bbva Usa | 599 | 168.61 |
| American National Bank | 515 | 176.70 |
| Investmark Advisory Group LLC | 370 | 178.38 |
| Carroll Financial Associates, Inc. | 335 | 176.12 |
| Berman Capital Advisors, LLC | 252 | 166.67 |
| SYM FINANCIAL Corp | 182 | 175.82 |
| Atwood & Palmer Inc | 180 | 177.78 |
| Investment Research & Advisory Group, Inc. | 160 | 175.00 |
| Herold Advisors, Inc. | 100 | 175940.00 |
| GoalVest Advisory LLC | 90 | 177.78 |
| Vigilant Capital Management, LLC | 61 | 180.33 |
| Dougherty Wealth Advisers LLC | 35 | 171.43 |
| HBC Financial Services, PLLC | 30 | 167733.33 |
| Gemmer Asset Management LLC | 27 | 148.15 |
| Pacifica Partners Inc. | 2 | |
| Consolidated Planning Corp | ||
| Arrow Investment Advisors, LLC | ||
| Teamwork Financial Advisors, LLC | ||
| Kerntke Otto McGlone Wealth Management Group | ||
| Piscataqua Savings Bank | ||
| Chicago Capital, LLC | ||
| Boothbay Fund Management, Llc | ||
| King Luther Capital Management Corp | ||
| Meridian Wealth Partners, LLC | ||
| Summit Trail Advisors, Llc | ||
| Smith Anglin Financial, LLC | ||
| Pacitti Group Inc. | ||
| Empowered Funds, LLC | ||
| Canton Hathaway, LLC | ||
| Delta Asset Management Llc/tn | ||
| Flow Traders U.s. Llc | ||
| Eudaimonia Partners, LLC | ||
| Papp L Roy & Associates | ||
| Pfs Investments Inc. | ||
| Kowal Investment Group, LLC | ||
| Blume Capital Management, Inc. | ||
| Oxford Financial Group Ltd | ||
| Aprio Wealth Management, LLC | ||
| TD Capital Management LLC | ||
| Titan Capital Management, LLC /CA | ||
| Titleist Asset Management, Ltd. | ||
| Truvestments Capital Llc | ||
| Alpha Cubed Investments, LLC | ||
| Essex Savings Bank | ||
| Marietta Wealth Management, LLC | ||
| Clark Capital Management Group, Inc. | ||
| Ingalls & Snyder Llc | ||
| Money Design Co.,Ltd. | ||
| Richard Bernstein Advisors LLC | ||
| Strategic Equity Management | ||
| Godsey & Gibb Associates | ||
| Cliftonlarsonallen Wealth Advisors, Llc | ||
| CMG Global Holdings, LLC | ||
| Advance Capital Management, Inc. | ||
| Stonebridge Financial Planning Group, LLC | ||
| Huntington National Bank | ||
| MBA Advisors LLC | ||
| Tempus Wealth Planning, LLC | ||
| Brandes Investment Partners, Lp | ||
| Austin Private Wealth, LLC | ||
| Sofos Investments, Inc. | ||
| Hilltop Holdings Inc. | ||
| Vicus Capital | ||
| Rather & Kittrell, Inc. | ||
| Henrickson Nauta Wealth Advisors, Inc. | ||
| Obermeyer Wood Investment Counsel, Lllp | ||
| Ahl Investment Management, Inc. | ||
| Johnson Financial Group, Inc. | ||
| TPG Financial Advisors, LLC | ||
| Principal Financial Group Inc | ||
| Secure Asset Management, LLC | ||
| Journey Advisory Group, LLC | ||
| Two Sigma Securities, Llc | ||
| NWK Group, Inc. | ||
| TruWealth Advisors, LLC | ||
| Mogy Joel R Investment Counsel Inc | ||
| Trustco Bank Corp N Y | ||
| APCM Wealth Management for Individuals | ||
| QCM Cayman, Ltd. | ||
| Moors & Cabot, Inc. | ||
| Bnp Paribas Arbitrage, Sa | ||
| AlphaCore Capital LLC | ||
| Better Money Decisions, LLC | ||
| Tectonic Advisors Llc | ||
| Paulson Wealth Management Inc. | ||
| Smart Portfolios, LLC | ||
| Atlas Private Wealth Advisors | ||
| SPC Financial, Inc. | ||
| Morris Retirement Advisors, LLC | ||
| Davidson Investment Advisors | ||
| Cary Street Partner Investment Advisory Llc | ||
| FRG Family Wealth Advisors LLC | ||
| Phoenix Wealth Advisors | ||
| BEAM Asset Management, LLC | ||
| Ironwood Financial, llc | ||
| Hartford Financial Management Inc. | ||
| Parisi Gray Wealth Management | ||
| Reilly Financial Advisors, Llc | ||
| Angeles Investment Advisors, LLC | ||
| JRM Investment Counsel, LLC | ||
| Chicago Wealth Management, Inc. | ||
| Ten Capital Wealth Advisors, LLC | ||
| Vanguard Group Inc | ||
| Edge Wealth Management LLC | ||
| Jackson Creek Investment Advisors LLC | ||
| Allegheny Financial Group LTD | ||
| Cypress Point Wealth Management, LLC | ||
| CoreCap Advisors, LLC | ||
| Zurich Insurance Group Ltd/FI | ||
| Ferris Capital, Llc | ||
| Red Door Wealth Management, LLC | ||
| Fuller & Thaler Asset Management, Inc. | ||
| Aquire Wealth Advisors, LLC | ||
| Earnest Partners Llc | ||
| CarsonAllaria Wealth Management, Ltd. | ||
| Alaethes Wealth LLC | ||
| Systematic Financial Management Lp | ||
| Concorde Financial Corp | ||
| BlueCrest Capital Management Ltd | ||
| Css Llc/il | ||
| Congress Wealth Management LLC / DE / | ||
| Sage Advisory Services, Ltd.Co. | ||
| Private Wealth Advisors, LLC | ||
| SG Americas Securities, LLC | ||
| StoneX Group Inc. | ||
| PFG Advisors | ||
| D'Orazio & Associates, Inc. | ||
| Karpus Management, Inc. | ||
| SBK Financial, Inc. | ||
| Geneva Partners, LLC | ||
| Retirement Planning Co of New England, Inc. | ||
| Arjuna Capital | ||
| Gerber Kawasaki Wealth & Investment Management | ||
| Welch & Forbes Llc | ||
| Richwood Investment Advisors, LLC | ||
| Fifth Third Securities, Inc. | ||
| Bingham Osborn & Scarborough Llc | ||
| Resource Planning Group | ||
| Cedar Mountain Advisors, LLC | ||
| AllSquare Wealth Management LLC | ||
| Ameritas Investment Partners, Inc. | ||
| Cornerstone Investment Partners, LLC | ||
| Investors Financial Group, LLC | ||
| Affiance Financial, LLC | ||
| Birchcreek Wealth Management, LLC | ||
| Harrell Investment Partners, Llc | ||
| Sowell Financial Services LLC | ||
| Financial Sense Advisors, Inc. | ||
| Cambria Investment Management, L.P. | ||
| Old Mission Capital Llc | ||
| Holloway Wealth Management, LLC | ||
| Harel Insurance Investments & Financial Services Ltd. | ||
| Intrust Bank Na | ||
| Global Trust Asset Management, LLC | ||
| First Capital Advisors Group, LLC. | ||
| Savior LLC | ||
| Optiver Holding B.V. | ||
| Confluence Wealth Services, Inc. | ||
| 3EDGE Asset Management, LP |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Allworth Financial LP | 797,125 | 149.82 | 775,839 | 175.94 |
| Commonwealth Equity Services, Llc | 542,668 | 149.82 | 498,362 | 175.94 |
| Symmetry Partners, LLC | 378,358 | 149.82 | 363,143 | 175.94 |
| Stephens Group Asset Management, Llc | 353,989 | 151.12 | 352,124 | 175.94 |
| Cambridge Investment Research Advisors, Inc. | 323,969 | 149.82 | 326,492 | 175.94 |
| Savant Capital, LLC | 321,123 | 149.82 | 205,874 | 175.94 |
| OWSMX - Old Westbury Small & Mid Cap Strategies Fund | 294,850 | 164.79 | 294,850 | 170.96 |
| Zhang Financial LLC | 257,395 | 149.82 | 248,216 | 175.94 |
| Rodgers & Associates, LTD | 255,417 | 149.82 | 249,140 | 175.94 |
| PDS Planning, Inc | 252,960 | 149.82 | 227,336 | 175.94 |
| Truist Financial Corp | 247,048 | 149.82 | 250,292 | 175.94 |
| Thompson Siegel & Walmsley Llc | 207,538 | 149.82 | 198,177 | 175.94 |
| Apella Capital, LLC | 172,497 | 149.82 | 189,758 | 175.94 |
| Abacus Planning Group, Inc. | 162,204 | 149.82 | 146,415 | 175.94 |
| Bishop & Co Investment Management, LLC | 120,805 | 149.82 | 125,549 | 175.94 |
| Marotta Asset Management | 117,219 | 151.94 | 95,617 | 175.94 |
| Falcon Wealth Planning | 110,410 | 149.82 | 93,223 | 178.85 |
| Private Advisor Group, LLC | 107,586 | 149.82 | 100,400 | 175.94 |
| Carlson Capital Management | 100,740 | 149.82 | 110,102 | 175.94 |
| Brookstone Capital Management | 85,698 | 152.23 | 160,284 | 171.16 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Amplius Wealth Advisors, LLC | 74,993 | 149.81 | 0 | |
| Aaron Wealth Advisors LLC | 49,041 | 149.81 | 8,116,815 | 5.68 |
| Prosperity Planning, Inc. | 43,168 | 196.49 | 0 | |
| Wealth Quarterback LLC | 22,685 | 175.93 | 9,493 | |
| Signature Securities Group Corporation | 3,462 | 149.62 | 0 | |
| BKD Wealth Advisors, LLC | 1,467 | 149.97 | 0 | |
| WoodTrust Financial Corp | 1,344 | 149.55 | 0 | |
| Enterprise Trust & Investment Co | 314 | 149.68 | 0 | |
| Bogart Wealth, LLC | 129 | 147.29 | 0 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|
| Name | Previous Calls |
|---|
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|
| Name |
|---|
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|
| Name |
|---|
| Name | Shares | PPS |
|---|---|---|
| Bullseye Investment Management, LLC | 19,153 | 149.85 |
| Bell Rock Capital Llc | 5,493 | 149.83 |
| Momentum Advisors, LLC | 1,723 | 149.74 |
| Lehman & Derafelo Financial Resources LLC | 19 | 157.89 |
| Macroview Investment Management Llc | 9 | 111.11 |
| First Command Advisory Services, Inc. | 7 | 142.86 |
| Evolution Advisers, Inc. | 7 | 142.86 |
| Name | Shares | PPS |
|---|---|---|
| Capital Financial Planning, LLC | 1,338 | 175.64 |
| SYM FINANCIAL Corp | 182 | 175.82 |
| Dougherty Wealth Advisers LLC | 35 | 171.43 |
| Hnp Capital Llc | 38,627 | 175.94 |
| Gemmer Asset Management LLC | 27 | 148.15 |
| Asset Dedication, LLC | 8,634 | 175.93 |
| Pacifica Partners Inc. | 2 | |
| MPS Loria Financial Planners, LLC | 1,256 | 175.96 |
| Good Life Advisors, LLC | 1,518 | 175.89 |
| Investment Research & Advisory Group, Inc. | 160 | 175.00 |
| Atwood & Palmer Inc | 180 | 177.78 |
| HBC Financial Services, PLLC | 30 | 167733.33 |
| Householder Group Estate & Retirement Specialist, LLC | 1,191 | 175.48 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 542,668 | 149.82 | 498,362 | 175.94 |
| Savant Capital, LLC | 321,123 | 149.82 | 205,874 | 175.94 |
| Rodgers & Associates, LTD | 255,417 | 149.82 | 249,140 | 175.94 |
| Truist Financial Corp | 247,048 | 149.82 | 250,292 | 175.94 |
| Thompson Siegel & Walmsley Llc | 207,538 | 149.82 | 198,177 | 175.94 |
| Abacus Planning Group, Inc. | 162,204 | 149.82 | 146,415 | 175.94 |
| Bishop & Co Investment Management, LLC | 120,805 | 149.82 | 125,549 | 175.94 |
| Marotta Asset Management | 117,219 | 151.94 | 95,617 | 175.94 |
| Falcon Wealth Planning | 110,410 | 149.82 | 93,223 | 178.85 |
| Carlson Capital Management | 100,740 | 149.82 | 110,102 | 175.94 |
| Wealth Enhancement Advisory Services, Llc | 79,516 | 152.22 | 76,716 | 176.35 |
| American Research & Management Co. | 77,344 | 149.82 | 75,006 | 175.95 |
| Financial Planning & Information Services, Inc. | 73,115 | 149.82 | 72,530 | 175.94 |
| Ellevest, Inc. | 72,353 | 149.82 | 69,214 | 177.80 |
| Phillips Financial Management, Llc | 70,456 | 149.82 | 67,241 | 175.93 |
| Edmonds Duncan Registered Investment Advisors, LLC | 63,950 | 149.82 | 66,593 | 175.93 |
| Collective Family Office Llc | 61,015 | 149.82 | 62,100 | 175.94 |
| Capital Advantage, Inc. | 55,971 | 149.83 | 51,691 | 175.95 |
| Octavia Wealth Advisors, LLC | 55,756 | 148.07 | 56,139 | 175.94 |
| Annapolis Financial Services, LLC | 54,899 | 149.82 | 54,713 | 175.94 |
| PrairieView Partners, LLC | 46,801 | 149.83 | 51,753 | 175.93 |
| Buffington Mohr McNeal | 45,945 | 149.81 | 44,623 | 175.94 |
| Gpwm Llc | 40,773 | 149.81 | 39,934 | 175.94 |
| Courier Capital Llc | 38,974 | 149.82 | 38,627 | 175.94 |
| RTD Financial Advisors, Inc. | 38,887 | 149.82 | 38,825 | 175.94 |
| Paragon Capital Management Ltd | 35,717 | 149.82 | 41,288 | 175.93 |
| Sawtooth Solutions, LLC | 35,364 | 149.81 | 35,739 | 175.94 |
| First Ascent Asset Management, LLC | 34,374 | 149.82 | 30,982 | 175.94 |
| MAI Capital Management | 32,782 | 149.81 | 38,866 | 175.94 |
| First American Trust, Fsb | 32,466 | 149.82 | 33,787 | 175.96 |
| Relyea Zuckerberg Hanson LLC | 31,491 | 149.82 | 54,540 | 174.22 |
| White Lighthouse Investment Management Inc. | 31,204 | 149.82 | 30,262 | 175.93 |
| SNS Financial Group, LLC | 30,649 | 149.83 | 33,096 | 175.94 |
| Lutz Financial Services LLC | 30,167 | 149.83 | 28,310 | 175.94 |
| Cornerstone Wealth Advisors, Inc. | 28,966 | 149.83 | 30,158 | 175.94 |
| DAVENPORT & Co LLC | 26,579 | 149.82 | 23,282 | 175.93 |
| Coastline Trust Co | 26,218 | 149.82 | 25,688 | 175.92 |
| Ackerman Capital Advisors, LLC | 26,042 | 149.83 | 36,033 | 175.95 |
| Umb Bank N A/mo | 26,008 | 149.80 | 25,749 | 175.93 |
| Avantax Planning Partners, Inc. | 25,977 | 149.82 | 5,676 | 176.00 |
| Tillar-Wenstrup Advisors, LLC | 25,083 | 149.82 | 24,254 | 175.93 |
| Tenret Co LLC | 23,538 | 149.84 | 23,466 | 175.96 |
| WealthCare Investment Partners, LLC | 21,524 | 149.83 | 20,605 | 174.23 |
| Windward Private Wealth Management Inc. | 20,839 | 149.82 | 21,726 | 175.92 |
| Market Street Wealth Management Advisors Llc | 19,718 | 149.81 | 20,944 | 175.95 |
| Comerica Securities,inc. | 19,037 | 149.81 | 18,760 | 175.96 |
| CWA Asset Management Group, LLC | 18,637 | 149.81 | 18,786 | 175.93 |
| Conrad Siegel Investment Advisors, Inc. | 18,515 | 149.82 | 4,366 | 175.90 |
| Avenue 1 Advisors, LLC | 18,398 | 149.80 | 16,501 | 175.93 |
| Brandywine Oak Private Wealth Llc | 17,749 | 149.81 | 17,052 | 175.93 |
| PBMares Wealth Management LLC | 15,134 | 149.80 | 12,833 | 175.95 |
| Paragon Advisors, LLC | 15,097 | 149.83 | 20,135 | 175.96 |
| Pinnacle Financial Group, LLC / IL | 15,095 | 149.85 | 13,143 | 175.91 |
| Pathway Financial Advisors LLC | 15,055 | 149.85 | 15,055 | 175.95 |
| First United Bank Trust/ | 14,884 | 149.83 | 15,957 | 175.91 |
| Waypoint Capital Advisors, LLC | 14,664 | 149.82 | 14,664 | 175.94 |
| Stone Point Wealth LLC | 14,413 | 149.86 | 8,301 | 177.33 |
| Center For Asset Management LLC | 13,776 | 149.83 | 13,430 | 175.95 |
| Alpha Omega Wealth Management LLC | 13,705 | 149.80 | 10,164 | 175.91 |
| Culbertson A N & Co Inc | 13,241 | 149.76 | 13,241 | 175.89 |
| Wesbanco Bank Inc | 13,175 | 149.83 | 13,293 | 175.96 |
| Beaumont Asset Management, L.L.C. | 12,769 | 149.82 | 10,894 | 175.88 |
| Ervin Investment Management, LLC | 12,346 | 150.98 | 11,964 | 178.28 |
| LeJeune Puetz Investment Counsel LLC | 12,086 | 149.76 | 9,463 | 175.84 |
| North Star Investment Management Corp. | 11,821 | 149.82 | 11,804 | 175.96 |
| Trust Co Of Vermont | 10,987 | 149.90 | 13,036 | 175.97 |
| Shayne & Co., Llc | 10,839 | 149.83 | 10,839 | 175.94 |
| Stratos Wealth Partners, LTD. | 10,776 | 149.78 | 12,874 | 175.94 |
| Gradient Capital Advisors, LLC | 10,485 | 149.83 | 10,602 | 175.91 |
| Shufro Rose & Co Llc | 10,014 | 149.79 | 8,544 | 175.91 |
| Baker Ellis Asset Management LLC | 9,842 | 149.87 | 10,242 | 175.94 |
| Leeward Financial Partners, LLC | 9,536 | 149.85 | 9,597 | 175.99 |
| Hexagon Capital Partners LLC | 9,200 | 149.78 | 9,419 | 175.92 |
| Hemington Wealth Management | 8,780 | 149.77 | 8,750 | 175.89 |
| Great Valley Advisor Group, Inc. | 8,005 | 149.91 | 7,169 | 176.04 |
| Spire Wealth Management | 7,799 | 149.89 | 7,927 | 175.98 |
| Geneos Wealth Management Inc. | 7,578 | 151.89 | 5,864 | 175.82 |
| Wealthfront Advisers Llc | 6,761 | 149.83 | 6,456 | 175.96 |
| GFS Advisors, LLC | 6,626 | 149.86 | 7,283 | 175.89 |
| Eidelman Virant Capital | 6,267 | 151.59 | 5,343 | 175.93 |
| Trilogy Capital Inc. | 6,068 | 149.80 | 132,778 | 175.94 |
| Round Rock Advisors, LLC | 6,015 | 149.79 | 6,015 | 175.89 |
| Waller Financial Planning Group, Inc | 5,982 | 149.78 | 6,071 | 175.92 |
| Western Wealth Management, LLC | 5,864 | 149.39 | 5,919 | 176.04 |
| Cutler Investment Counsel Llc | 5,568 | 149.78 | 5,668 | 175.90 |
| Galvin, Gaustad & Stein, LLC | 5,360 | 149.81 | 5,480 | 175.91 |
| Family Legacy, Inc. | 4,994 | 150.78 | 5,204 | 176.02 |
| Aevitas Wealth Management, Inc. | 4,908 | 149.76 | 5,213 | 175.91 |
| Walter & Keenan Financial Consulting Co /mi/ /adv | 4,581 | 149.75 | 4,430 | 175.85 |
| Willner & Heller, Llc | 4,405 | 149.83 | 4,482 | 178.94 |
| Brand Asset Management Group, Inc. | 4,385 | 149.83 | 4,975 | 175.88 |
| Stratos Wealth Advisors, LLC | 4,195 | 149.94 | 4,336 | 175.97 |
| First National Bank Sioux Falls | 4,188 | 149.71 | 3,424 | 175.82 |
| Life Planning Partners, Inc | 4,174 | 149.74 | 2,091 | 175.99 |
| Camelot Portfolios, LLC | 4,093 | 149.77 | 3,889 | 175.88 |
| D.B. Root & Company, LLC | 3,988 | 149.70 | 4,000 | 175.75 |
| Sterling Investment Counsel, LLC | 3,867 | 149.47 | 3,857 | 175.78 |
| Financial Life Advisors | 3,696 | 149.89 | 3,730 | 175.87 |
| Money Concepts Capital Corp | 3,612 | 151.99 | 1,060 | 176.42 |
| Nikulski Financial, Inc. | 3,562 | 149.92 | 3,532 | 175.82 |
| Leo H. Evart, Inc. | 3,546 | 149.75 | 4,073 | 176.04 |
| Tfo-tdc, Llc | 3,359 | 149.75 | 3,646 | 176.08 |
| TCI Wealth Advisors, Inc. | 3,265 | 149.77 | 3,263 | 175.91 |
| SOL Capital Management CO | 3,245 | 149.77 | 3,175 | 176.06 |
| Financial Futures Ltd Liability Co. | 3,228 | 149.94 | 3,710 | 176.01 |
| Grimes & Company, Inc. | 3,115 | 149.92 | 3,119 | 176.02 |
| Baldwin Brothers Inc/ma | 2,850 | 149.82 | 2,850 | 175.79 |
| South Shore Capital Advisors | 2,568 | 149.92 | 2,541 | 175.91 |
| Sequoia Financial Advisors, LLC | 2,332 | 149.66 | 5,898 | 175.99 |
| Round Table Services, LLC | 2,089 | 149.83 | 1,679 | 175.70 |
| Accredited Investors Inc. | 2,009 | 149.83 | 2,016 | 176.09 |
| Hennion & Walsh Asset Management, Inc. | 1,994 | 149.95 | 2,164 | 176.06 |
| Altium Wealth Management LLC | 1,976 | 149.80 | 2,300 | 176.09 |
| Brinker Capital Investments, LLC | 1,798 | 149.61 | 3,468 | 175.89 |
| Crescent Grove Advisors, LLC | 1,754 | 149.94 | 1,754 | 176.17 |
| Capital Investment Advisory Services, LLC | 1,754 | 149.94 | 1,953 | 176.14 |
| Wolf Group Capital Advisors | 1,745 | 149.57 | 1,346 | 176.08 |
| Integrated Investment Consultants, LLC | 1,732 | 149.54 | 1,941 | 175.68 |
| Claraphi Advisory Network, LLC | 1,704 | 149.65 | 1,653 | 176.04 |
| Cadence Bank Na | 1,687 | 149.97 | 1,687 | 176.05 |
| Financial Advisory Corp /ut/ /adv | 1,645 | 149.54 | 1,648 | 175.97 |
| Wedbush Securities Inc | 1,604 | 149.63 | 1,561 | 176.17 |
| TFG Advisers LLC | 1,512 | 150.13 | 1,466 | 175.99 |
| Winthrop Advisory Group LLC | 1,510 | 149.67 | 2,411 | 175.86 |
| Evensky & Katz LLC | 1,450 | 149.66 | 1,450 | 175.86 |
| Harbour Capital Advisors, LLC | 1,447 | 149.97 | 1,487 | 176.19 |
| Von Berge Wealth Management Group, LLC | 1,363 | 150.40 | 1,364 | 173.75 |
| Schrum Private Wealth Management LLC | 1,344 | 149.55 | 1,344 | 165.92 |
| Investment Advisory Group, LLC | 1,340 | 150.00 | 1,340 | 176.12 |
| PSI Advisors, LLC | 731 | 150.48 | 81 | 172.84 |
| Field & Main Bank | 700 | 150.00 | 700 | 175.71 |
| Sandy Spring Bank | 682 | 149.56 | 412 | 177.18 |
| Horan Securities, Inc. | 678 | 151.92 | 668 | 175.15 |
| Legacy Bridge, LLC | 618 | 150.49 | 618 | 176.38 |
| Investors Research Corp | 514 | 149.81 | 514 | 175.10 |
| JNBA Financial Advisors | 367 | 149.86 | 367 | 177.11 |
| Provident Wealth Management, LLC | 357 | 148.46 | 357 | 176.47 |
| Hanson & Doremus Investment Management | 314 | 149.68 | 334 | 176.65 |
| First Command Financial Services, Inc. | 305 | 150.82 | 305 | 177.05 |
| First Command Bank | 305 | 150.82 | 305 | 177.05 |
| BCR Wealth Strategies, LLC | 289 | 148.79 | 289 | 176.47 |
| Charter Oak Capital Management, LLC | 283 | 148.41 | 198 | 176.77 |
| Orion Capital Management LLC | 278 | 151.08 | 278 | 176.26 |
| Garland Capital Management Inc | 245 | 151.02 | 244 | 176.23 |
| Element Wealth, LLC | 205 | 151.22 | 204 | 176.47 |
| Lakeview Capital Partners, LLC | 205 | 151.22 | 405 | 175.31 |
| Harbor Investment Advisory, Llc | 163 | 147.24 | 153 | 176.47 |
| Costello Asset Management, INC | 162 | 148.15 | 162 | 172.84 |
| HighMark Wealth Management LLC | 101 | 148.51 | 90 | 177.78 |
| GPS Wealth Strategies Group, LLC | 61 | 147.54 | 61 | 180.33 |
| Millburn Ridgefield Corp | 51 | 156.86 | 66 | 181.82 |
| PFG Private Wealth Management, LLC | 34 | 147.06 | 54 | 185.19 |
| Johnson Midwest Financial, LLC | 21 | 142.86 | 21 | 190.48 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Amplius Wealth Advisors, LLC | 74,993 | 149.81 | 0 | |
| Aaron Wealth Advisors LLC | 49,041 | 149.81 | 8,116,815 | 5.68 |
| Signature Securities Group Corporation | 3,462 | 149.62 | 0 | |
| BKD Wealth Advisors, LLC | 1,467 | 149.97 | 0 | |
| WoodTrust Financial Corp | 1,344 | 149.55 | 0 | |
| Enterprise Trust & Investment Co | 314 | 149.68 | 0 | |
| Bogart Wealth, LLC | 129 | 147.29 | 0 |
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