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 | 1,462 | 210.00 | 78.09 | 86.58 |
| Previous Quarter | 1,520 | 269.00 | 78.09 | 88.90 |
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 | 12 | 239 | 160 | 3 | 53 | 93 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 0 | 0 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Current Quarter | 0 | 0 | 0 | 0 | 0 | 0 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 10 | 14 | 120 | 2 | 38 | 72 |
| 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 | 1,443 | 0.00 | 0.00 | 10,214,918 | 0.00 | 0.00 |
| Previous Quarter | 1,443 | 0.00 | 0.00 | 10,214,918 | 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/ | 78,146,042 | 78.09 |
| Morgan Stanley | 18,342,918 | 78.09 |
| Northwestern Mutual Wealth Management Co | 16,817,712 | 78.09 |
| Meiji Yasuda Life Insurance Co | 13,806,000 | 78.09 |
| Envestnet Asset Management Inc | 10,226,158 | 78.09 |
| Wells Fargo & Company/mn | 8,699,817 | 78.09 |
| Prudential Plc | 7,002,211 | 78.09 |
| Royal Bank Of Canada | 5,117,875 | 78.09 |
| Mercer Global Advisors Inc /adv | 4,768,465 | 78.09 |
| UBS Group AG | 4,604,191 | 78.09 |
| Ameriprise Financial Inc | 3,885,921 | 78.13 |
| Vanguard Group Inc | 3,789,874 | 78.09 |
| Manufacturers Life Insurance Company, The | 3,403,691 | 78.09 |
| Bank of New York Mellon Corp | 2,972,594 | 78.09 |
| Stifel Financial Corp | 2,912,907 | 78.09 |
| VTC - Vanguard Total Corporate Bond ETF ETF Shares | 2,688,205 | 79.63 |
| LPL Financial LLC | 2,682,979 | 78.09 |
| Hirtle Callaghan & Co LLC | 2,679,496 | 78.09 |
| Carlson Capital Management | 2,450,935 | 78.09 |
| American Family Insurance Mutual Holding Co | 2,351,000 | 78.09 |
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/ | 78,146,042 | 78.09 |
| Morgan Stanley | 18,342,918 | 78.09 |
| Northwestern Mutual Wealth Management Co | 16,817,712 | 78.09 |
| Meiji Yasuda Life Insurance Co | 13,806,000 | 78.09 |
| Envestnet Asset Management Inc | 10,226,158 | 78.09 |
| Wells Fargo & Company/mn | 8,699,817 | 78.09 |
| Prudential Plc | 7,002,211 | 78.09 |
| Royal Bank Of Canada | 5,117,875 | 78.09 |
| Mercer Global Advisors Inc /adv | 4,768,465 | 78.09 |
| UBS Group AG | 4,604,191 | 78.09 |
| Ameriprise Financial Inc | 3,885,921 | 78.13 |
| Vanguard Group Inc | 3,789,874 | 78.09 |
| Manufacturers Life Insurance Company, The | 3,403,691 | 78.09 |
| Bank of New York Mellon Corp | 2,972,594 | 78.09 |
| Stifel Financial Corp | 2,912,907 | 78.09 |
| VTC - Vanguard Total Corporate Bond ETF ETF Shares | 2,688,205 | 79.63 |
| LPL Financial LLC | 2,682,979 | 78.09 |
| Hirtle Callaghan & Co LLC | 2,679,496 | 78.09 |
| Carlson Capital Management | 2,450,935 | 78.09 |
| American Family Insurance Mutual Holding Co | 2,351,000 | 78.09 |
| Name | Shares | PPS |
|---|---|---|
| BerganKDV Wealth Management, LLC | 427,805 | 76.26 |
| Johnson Bixby & Associates, LLC | 124,363 | 76.26 |
| Newman & Schimel, LLC | 41,659 | 76.26 |
| Cooper Financial Group | 20,563 | 76.25 |
| Friedenthal Financial | 11,404 | 76.29 |
| BT Wealth Management LLC | 9,577 | 76.33 |
| Wallington Asset Management, LLC | 6,945 | 76.31 |
| Wipfli Financial Advisors Llc, | 6,619 | 76.30 |
| FSC Wealth Advisors, LLC | 2,002 | 76.42 |
| ACG Wealth | 600 | 76.67 |
| Prosperity Planning, Inc. | 363 | 1506.89 |
| City Holding Co | 261 | 76.63 |
| Name | Shares | PPS |
|---|---|---|
| KAMIX - Kensington Managed Income Fund Institutional Class Shares | 248,940 | 82.41 |
| Susquehanna International Group, Llp | 240,469 | 78.09 |
| Alexandria Capital, LLC | 157,023 | 82.41 |
| Minichmacgregor Wealth Management, Llc | 127,577 | 78.09 |
| Ameritas Investment Corp | 106,652 | 0.08 |
| Private Harbour Investment Management & Counsel, LLC | 90,857 | 78.09 |
| Managed Account Services Inc | 78,662 | 82.42 |
| IFP Advisors, Inc | 58,471 | 81.27 |
| Carroll Financial Associates, Inc. | 56,619 | 81.28 |
| Mid Atlantic Financial Management Inc/adv | 55,181 | 82.40 |
| Lake Street Financial Llc | 44,789 | 78.10 |
| OTA Financial Group L.P. | 38,437 | 78.08 |
| First Mercantile Trust Co | 32,295 | 82.40 |
| TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A | 23,000 | 81.87 |
| Psagot Investment House Ltd. | 17,714 | 82.42 |
| HB Wealth Management, LLC | 13,215 | 78.09 |
| Newport Wealth Strategies, Inc. | 11,540 | 82.41 |
| Berkshire Money Management, Inc. | 10,246 | 78.08 |
| Anderson Hoagland & Co | 10,185 | 78.06 |
| MA Private Wealth | 9,461 | 78.11 |
| Harbor Financial Services, Llc | 7,440 | 82.39 |
| Strategy Asset Managers Llc | 6,466 | 78.10 |
| Fusion Capital, LLC | 5,141 | 78.00 |
| Farr Miller & Washington Llc/dc | 4,932 | 82.32 |
| Jentner Corp | 4,895 | 78.04 |
| Emery Howard Portfolio Management, Inc. | 2,684 | 81.22 |
| Triumph Capital Management | 2,619 | 82.86 |
| Sonora Investment Management, LLC | 1,150 | 82.61 |
| Investmark Advisory Group LLC | 1,149 | 80.94 |
| Heritage Wealth Management, Llc | 895 | 82.68 |
| Paladin Advisory Group, LLC | 590 | 76.27 |
| Paladin Advisory Group, LLC | 590 | 76.27 |
| Foresight Capital Management Advisors, Inc. | 277 | 79.42 |
| West Bancorporation Inc | 260 | 76.92 |
| Bbva Usa | 145 | 82.76 |
| Sargent Bickham Lagudis LLC | 60 | 83.33 |
| Townsend Asset Management Corp /nc/ /adv | ||
| Phoenix Wealth Advisors | ||
| Lazard Asset Management Llc | ||
| SageGuard Financial Group, LLC | ||
| Q3 Asset Management | ||
| Northwest Capital Management Inc | ||
| Strategic Blueprint, LLC | ||
| Personal Wealth Partners | ||
| Coronation Fund Managers Ltd. | ||
| Evercore Wealth Management, LLC | ||
| MBL Wealth, LLC | ||
| David R. Rahn & Associates Inc. | ||
| McNaughton Wealth Management, LLC | ||
| Marks Wealth, LLC | ||
| Stolper Co | ||
| Private Wealth Advisors, LLC | ||
| Equitable Trust Co | ||
| Bristlecone Advisors, LLC | ||
| Timber Creek Capital Management LLC | ||
| Anfield Capital Management, LLC | ||
| Capital Bank & Trust Co | ||
| Summit Wealth Group, LLC | ||
| Kerntke Otto McGlone Wealth Management Group | ||
| Ferris Capital, Llc | ||
| Federal Reserve Bank Of New York | ||
| Retirement Capital Strategies | ||
| UG Investment Advisers Ltd. | ||
| Symmetry Partners, LLC | ||
| Moisand Fitzgerald Tamayo, LLC | ||
| Fort Washington Investment Advisors Inc /oh/ | ||
| BEAM Asset Management, LLC | ||
| Lion Street Advisors, LLC | ||
| Savior LLC | ||
| Altshuler Shaham Ltd | ||
| Resources Management Corp /ct/ /adv | ||
| Guidance Point Advisors, LLC | ||
| Stableford Capital Ii Llc | ||
| Spreng Capital Management, Inc. | ||
| Harbor Investment Advisory, Llc | ||
| Chilton Investment Co Llc | ||
| Salem Capital Management Inc | ||
| Montgomery Investment Management Inc | ||
| Penobscot Wealth Management | ||
| Essex Private Wealth Management, LLC | ||
| Central Bank Of Brazil | ||
| Members Capital Advisors Inc | ||
| Allegheny Financial Group LTD | ||
| Sittner & Nelson, Llc | ||
| Strategic Wealth Partners Group LLC | ||
| London & Capital Asset Management Ltd | ||
| Grimes & Company, Inc. | ||
| Copeland Capital Management, LLC | ||
| Clear Street Markets Llc | ||
| Keudell/Morrison Wealth Management | ||
| Philadelphia Trust Co | ||
| Palisade Capital Management Llc/nj | ||
| Wellington Management Group Llp | ||
| Inscription Capital, LLC | ||
| Capital One Financial Corp | ||
| Ford Financial Group, LLC | ||
| Confluence Wealth Services, Inc. | ||
| Brooks, Moore & Associates, Inc. | ||
| Aries Wealth Management | ||
| Meristem Family Wealth, LLC | ||
| First Capital Advisors Group, LLC. | ||
| Cohen & Steers, Inc. | ||
| Capital Advisors Wealth Management, LLC | ||
| Patton Albertson Miller Group, Llc | ||
| Quadrant Private Wealth Management, LLC | ||
| Kavar Capital Partners Group, Llc | ||
| Jones Financial Companies Lllp | ||
| Elmwood Wealth Management, Inc. | ||
| Meritage Portfolio Management | ||
| Godsey & Gibb Associates | ||
| Thoroughbred Financial Services, Llc | ||
| Hardy Reed LLC | ||
| Ilmarinen Mutual Pension Insurance Co | ||
| Consolidated Planning Corp | ||
| CarsonAllaria Wealth Management, Ltd. | ||
| Total Clarity Wealth Management, Inc. | ||
| Greatmark Investment Partners, Inc. | ||
| Sowell Financial Services LLC | ||
| Liberty Wealth Management Llc | ||
| GPIFX - GuidePath(R) Flexible Income Allocation Fund Service Shares | ||
| Fifth Third Securities, Inc. | ||
| Gerber Kawasaki Wealth & Investment Management | ||
| True Link Financial Advisors, LLC | ||
| Allianz Asset Management GmbH | ||
| Ascent Group, LLC | ||
| First Merchants Corp | ||
| Tillar-Wenstrup Advisors, LLC | ||
| GAM Holding AG | ||
| Keystone Financial Group | ||
| Meridian Wealth Management, LLC | ||
| Integral Investment Advisors, Inc. | ||
| Personal Capital Advisors Corp | ||
| Bogart Wealth, LLC | ||
| Advisor Resource Council | ||
| BlueCrest Capital Management Ltd | ||
| Intellectus Partners, LLC | ||
| Pasadena Private Wealth, LLC | ||
| Townsquare Capital Llc | ||
| Monumental Financial Group Inc. | ||
| Arlington Financial Advisors, LLC | ||
| Comprehensive Financial Consultants Institutional, Inc. | ||
| Bank Hapoalim Bm | ||
| Welch & Forbes Llc | ||
| tru Independence LLC | ||
| Transform Wealth, LLC | ||
| Avestar Capital, LLC | ||
| Dorsey & Whitney Trust CO LLC | ||
| Delta Investment Management, LLC | ||
| Trinity Financial Advisors LLC | ||
| Salomon & Ludwin, LLC | ||
| Cassady Schiller Wealth Management, LLC | ||
| Shepherd Kaplan Krochuk, Llc | ||
| Truvestments Capital Llc | ||
| Angeles Investment Advisors, LLC | ||
| JTC Employer Solutions Trusteee Ltd | ||
| Florin Court Capital LLP | ||
| Brown Brothers Harriman & Co | ||
| Manning & Napier Group, LLC | ||
| Gamco Investors, Inc. Et Al | ||
| Point72 Asset Management, L.P. | ||
| Bienville Capital Management, LLC | ||
| Delta Asset Management Llc/tn | ||
| NorthCrest Asset Manangement, LLC | ||
| Clear Perspectives Financial Planning, LLC | ||
| Onyx Bridge Wealth Group LLC | ||
| Trust Co Of Vermont | ||
| Pacific Center for Financial Services | ||
| Forbes Financial Planning, Inc. | ||
| HOM - LifeGoal Home Down Payment Investment ETF | ||
| King Luther Capital Management Corp | ||
| CNB Bank | ||
| Thompson Davis & Co., Inc. | ||
| Ironwood Financial, llc | ||
| Principle Wealth Partners Llc | ||
| Goldstream Capital Management Ltd | ||
| American Institute for Advanced Investment Management, LLP | ||
| Country Trust Bank | ||
| Steel Peak Wealth Management LLC | ||
| Barrett Asset Management, LLC | ||
| Insight Folios Inc | ||
| Good Life Advisors, LLC | ||
| Amplius Wealth Advisors, LLC | ||
| Ahl Investment Management, Inc. | ||
| JJJ Advisors Inc. | ||
| Cambridge Associates Llc /ma/ /adv | ||
| Access Financial Services, Inc. | ||
| Leelyn Smith, LLC | ||
| Praetorian Wealth Management, Inc. | ||
| Arkadios Wealth Advisors | ||
| Benedetti & Gucer, Inc. | ||
| Drystone LLC | ||
| St. James Investment Advisors, LLC | ||
| Paulson Wealth Management Inc. | ||
| USAdvisors Wealth Management, LLC | ||
| ARGI Investment Services, LLC | ||
| StoneX Group Inc. | ||
| RPG Investment Advisory, LLC | ||
| Iron Financial, LLC | ||
| Signature Securities Group Corporation | ||
| Cable Hill Partners, LLC | ||
| Absolute Capital Management, LLC | ||
| Objective Capital Management, LLC | ||
| Colonial River Wealth Management, LLC | ||
| Marquette Asset Management, LLC | ||
| Corbenic Partners LLC | ||
| Stonebridge Financial Planning Group, LLC | ||
| Klaas Financial Asset Advisors, LLC | ||
| Bishop & Co Investment Management, LLC | ||
| Huntington National Bank | ||
| Econ Financial Services Corp | ||
| Spectrum Management Group, LLC | ||
| Gilbert & Cook, Inc. | ||
| Bank Julius Baer & Co. Ltd, Zurich | ||
| Bank OZK | ||
| Tobias Financial Advisors, Inc. | ||
| Jarislowsky, Fraser Ltd | ||
| Paradigm Financial Partners, Llc | ||
| Iowa State Bank | ||
| Nomura Asset Management Co Ltd | ||
| Advisors Preferred, LLC | ||
| Old Mission Capital Llc | ||
| Proficio Capital Partners LLC | ||
| Woodward Diversified Capital, Llc | ||
| Holderness Investments Co | ||
| Plancorp, LLC | ||
| Adventist Health System/ West | ||
| Tower Research Capital LLC (TRC) | ||
| Boothbay Fund Management, Llc | ||
| Cowa, Llc | ||
| Teamwork Financial Advisors, LLC | ||
| Fieldpoint Private Securities, LLC | ||
| Kingfisher Capital LLC | ||
| Better Money Decisions, LLC | ||
| Matthew Goff Investment Advisor, LLC | ||
| Minot Wealth Management LLC | ||
| WMBLX - WesMark Balanced Fund | ||
| Town & Country Bank & Trust CO dba First Bankers Trust CO | ||
| Baker Tilly Financial, Llc | ||
| Collaborative Investment Series Trust - Mindful Conservative ETF |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| QAI - IQ Hedge Multi-Strategy Tracker ETF | 1,109,408 | 76.80 | 1,552,249 | 80.29 |
| VFSTX - Vanguard Short-Term Investment-Grade Fund Investor Shares | 967,764 | 76.80 | 967,764 | 80.29 |
| Brookstone Capital Management | 788,265 | 76.33 | 1,137,974 | 77.33 |
| Conservest Capital Advisors, Inc. | 696,892 | 76.26 | 713,726 | 78.09 |
| Advisory Alpha, LLC | 666,514 | 76.27 | 511,606 | 78.10 |
| Cambridge Investment Research Advisors, Inc. | 583,037 | 76.26 | 728,574 | 78.09 |
| Capital Investment Services of America, Inc. | 538,085 | 76.26 | 643,675 | 81.26 |
| Bath Savings Trust Co | 476,088 | 76.26 | 498,944 | 78.09 |
| Raymond James Trust N.a. | 347,003 | 76.26 | 353,657 | 78.09 |
| Sigma Investment Counselors Inc | 299,773 | 76.26 | 294,591 | 78.09 |
| Kohmann Bosshard Financial Services, LLC | 274,647 | 76.26 | 312,621 | 78.09 |
| Resonant Capital Advisors, LLC | 268,457 | 76.26 | 335,349 | 77.97 |
| Allworth Financial LP | 250,230 | 76.26 | 353,020 | 78.09 |
| West Financial Advisors, LLC | 247,718 | 76.26 | 248,197 | 78.09 |
| ETF Portfolio Partners, Inc. | 239,139 | 76.26 | 266,728 | 78.09 |
| Private Advisor Group, LLC | 233,859 | 76.26 | 284,493 | 78.09 |
| ShankerValleau Wealth Advisors, Inc. | 229,801 | 76.26 | 228,555 | 78.09 |
| Baldrige Asset Management LLC | 206,812 | 76.26 | 215,034 | 78.09 |
| Bell Bank | 195,315 | 76.26 | 201,893 | 78.09 |
| Hudson Capital Management LLC | 187,700 | 76.26 | 227,060 | 78.09 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Archford Capital Strategies, LLC | 22,486 | 0.09 | 22,645 | 0.09 |
| Foundations Investment Advisors, LLC | 2,662 | 76.26 | 0 | |
| Carnegie Capital Asset Management, LLC | 2,596 | 82.82 | 21,066 | 78.09 |
| 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 |
|---|---|---|
| BerganKDV Wealth Management, LLC | 427,805 | 76.26 |
| Johnson Bixby & Associates, LLC | 124,363 | 76.26 |
| Newman & Schimel, LLC | 41,659 | 76.26 |
| Cooper Financial Group | 20,563 | 76.25 |
| Friedenthal Financial | 11,404 | 76.29 |
| BT Wealth Management LLC | 9,577 | 76.33 |
| Wallington Asset Management, LLC | 6,945 | 76.31 |
| FSC Wealth Advisors, LLC | 2,002 | 76.42 |
| ACG Wealth | 600 | 76.67 |
| Prosperity Planning, Inc. | 363 | 1506.89 |
| Name | Shares | PPS |
|---|---|---|
| Private Harbour Investment Management & Counsel, LLC | 90,857 | 78.09 |
| Strategy Asset Managers Llc | 6,466 | 78.10 |
| OTA Financial Group L.P. | 38,437 | 78.08 |
| Foresight Capital Management Advisors, Inc. | 277 | 79.42 |
| Investmark Advisory Group LLC | 1,149 | 80.94 |
| Lake Street Financial Llc | 44,789 | 78.10 |
| West Bancorporation Inc | 260 | 76.92 |
| Fusion Capital, LLC | 5,141 | 78.00 |
| Berkshire Money Management, Inc. | 10,246 | 78.08 |
| HB Wealth Management, LLC | 13,215 | 78.09 |
| Minichmacgregor Wealth Management, Llc | 127,577 | 78.09 |
| Jentner Corp | 4,895 | 78.04 |
| MA Private Wealth | 9,461 | 78.11 |
| Sargent Bickham Lagudis LLC | 60 | 83.33 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Brookstone Capital Management | 788,265 | 76.33 | 1,137,974 | 77.33 |
| Conservest Capital Advisors, Inc. | 696,892 | 76.26 | 713,726 | 78.09 |
| Advisory Alpha, LLC | 666,514 | 76.27 | 511,606 | 78.10 |
| Cambridge Investment Research Advisors, Inc. | 583,037 | 76.26 | 728,574 | 78.09 |
| Raymond James Trust N.a. | 347,003 | 76.26 | 353,657 | 78.09 |
| Sigma Investment Counselors Inc | 299,773 | 76.26 | 294,591 | 78.09 |
| Resonant Capital Advisors, LLC | 268,457 | 76.26 | 335,349 | 77.97 |
| Allworth Financial LP | 250,230 | 76.26 | 353,020 | 78.09 |
| West Financial Advisors, LLC | 247,718 | 76.26 | 248,197 | 78.09 |
| ETF Portfolio Partners, Inc. | 239,139 | 76.26 | 266,728 | 78.09 |
| Private Advisor Group, LLC | 233,859 | 76.26 | 284,493 | 78.09 |
| Baldrige Asset Management LLC | 206,812 | 76.26 | 215,034 | 78.09 |
| Bell Bank | 195,315 | 76.26 | 201,893 | 78.09 |
| Hudson Capital Management LLC | 187,700 | 76.26 | 227,060 | 78.09 |
| Beese Fulmer Investment Management, Inc. | 180,360 | 76.26 | 188,188 | 78.09 |
| Kwmg, Llc | 175,770 | 76.26 | 176,368 | 78.09 |
| Koshinski Asset Management, Inc. | 168,511 | 0.08 | 168,422 | 78.09 |
| Compass Advisory Group LLC | 142,200 | 76.26 | 146,699 | 78.09 |
| Asset Management Resources, LLC | 141,195 | 76.26 | 123,334 | 78.09 |
| Thomasville National Bank | 131,978 | 78.09 | 132,230 | 78.09 |
| Dubuque Bank & Trust Co | 126,122 | 76.26 | 133,335 | 78.10 |
| Unison Advisors LLC | 119,412 | 76.26 | 105,709 | 78.09 |
| Roberts Wealth Advisors, LLC | 115,207 | 76.33 | 114,493 | 77.86 |
| New Century Advisors, LLC | 114,920 | 76.26 | 57,160 | 78.10 |
| TL Private Wealth | 104,501 | 76.32 | 94,826 | 77.44 |
| Wbh Advisory Inc | 100,528 | 76.28 | 119,221 | 77.05 |
| Parkside Advisors LLC | 98,387 | 76.26 | 102,261 | 78.09 |
| Btr Capital Management Inc | 96,290 | 76.26 | 111,781 | 78.09 |
| Rosenberg Matthew Hamilton | 84,284 | 76.57 | 100,773 | 78.09 |
| Soundmark Wealth Management, Llc | 83,811 | 76.25 | 18,550 | 78.11 |
| Affinity Capital Advisors, LLC | 78,786 | 76.26 | 29,466 | 78.09 |
| Mayflower Financial Advisors, LLC | 72,244 | 11.06 | 75,898 | 14.52 |
| Global Retirement Partners, LLC | 68,638 | 76.26 | 63,034 | 77.23 |
| Orgel Wealth Management, LLC | 64,007 | 76.26 | 78,629 | 78.09 |
| Zhang Financial LLC | 63,764 | 76.25 | 16,216 | 78.07 |
| CVA Family Office, LLC | 52,319 | 76.26 | 58,249 | 78.10 |
| Arbor Trust Wealth Advisors, Llc | 52,231 | 76.26 | 50,868 | 78.08 |
| Benchmark Wealth Management, LLC | 51,256 | 76.26 | 54,112 | 78.10 |
| Hurlow Wealth Management Group, Inc. | 48,622 | 76.26 | 46,781 | 78.09 |
| Orion Portfolio Solutions, LLC | 40,781 | 76.26 | 46,145 | 78.08 |
| Wedmont Private Capital | 39,499 | 76.26 | 18,333 | 77.95 |
| PFG Advisors | 38,450 | 76.25 | 43,914 | 78.08 |
| Juncture Wealth Strategies, Llc | 37,165 | 76.25 | 57,071 | 78.10 |
| Berkshire Bank | 35,410 | 76.28 | 53,508 | 78.10 |
| Stokes Capital Advisors, LLC | 35,357 | 76.25 | 92,720 | 78.10 |
| Flagship Harbor Advisors, Llc | 34,154 | 76.27 | 31,085 | 78.08 |
| Grand Central Investment Group | 31,277 | 76.25 | 32,736 | 78.08 |
| BKA Wealth Consulting, Inc. | 31,023 | 76.27 | 16,328 | 78.09 |
| Martin Capital Advisors, LLP | 30,920 | 76.26 | 31,990 | 81.28 |
| YHB Investment Advisors, Inc. | 30,885 | 76.25 | 48,654 | 78.08 |
| Burleson & Company, LLC | 30,425 | 76.25 | 5,508 | 78.07 |
| Transcend Wealth Collective, Llc | 25,163 | 76.26 | 25,191 | 78.08 |
| EFG Asset Management (Americas) Corp. | 25,152 | 76.26 | 26,863 | 78.10 |
| Intergy Private Wealth, LLC | 24,741 | 76.27 | 35,441 | 78.10 |
| Evanson Asset Management, LLC | 23,364 | 76.27 | 23,258 | 78.08 |
| Addison Capital Co | 21,196 | 76.24 | 21,196 | 78.08 |
| Spectrum Asset Management, Inc. (NB/CA) | 21,160 | 76.28 | 57,542 | 78.08 |
| A. D. Beadell Investment Counsel, Inc. | 20,660 | 76.23 | 22,545 | 78.07 |
| Rockland Trust Co | 20,637 | 76.27 | 24,837 | 78.11 |
| VERITY Wealth Advisors | 18,482 | 76.24 | 15,719 | 78.12 |
| Insight Wealth Partners, LLC | 18,393 | 76.28 | 20,020 | 78.07 |
| Calton & Associates, Inc. | 16,840 | 76.25 | 18,682 | 78.04 |
| Windsor Capital Management, LLC | 16,528 | 76.23 | 116,635 | 78.09 |
| Chandler Asset Management, Inc. | 16,325 | 76260.03 | 19,990 | 78089.99 |
| Atticus Wealth Management, Llc | 16,205 | 76.27 | 15,505 | 78.10 |
| Krilogy Financial LLC | 15,304 | 76.25 | 14,042 | 78.12 |
| CMH Wealth Management LLC | 13,876 | 76.25 | 13,951 | 78.06 |
| Strid Group, LLC | 13,653 | 76.25 | 24,477 | 78.07 |
| Alaska Permanent Capital Management | 13,448 | 76.22 | 13,448 | 78.08 |
| Ignite Planners, LLC | 12,668 | 76.41 | 16,620 | 76.84 |
| Miracle Mile Advisors, LLC | 11,358 | 76.25 | 380,150 | 78.09 |
| Greenspring Advisors, LLC | 10,204 | 76.44 | 14,640 | 78.07 |
| Acorn Financial Advisory Services Inc /adv | 9,567 | 76.51 | 9,627 | 77.91 |
| Mascoma Wealth Management LLC | 9,540 | 76.31 | 9,039 | 78.11 |
| Grandview Asset Management LLC | 8,945 | 76.24 | 9,750 | 78.05 |
| Boenning & Scattergood, Inc. | 8,626 | 76.28 | 8,787 | 78.07 |
| SAM Advisors, LLC | 8,182 | 76.39 | 8,581 | 78.08 |
| Uncommon Cents Investing LLC | 7,200 | 76.25 | 6,480 | 78.09 |
| Bft Financial Group, Llc | 6,820 | 76.25 | 13,504 | 78.12 |
| Cfm Wealth Partners Llc | 6,783 | 76.22 | 6,783 | 78.14 |
| Procyon Private Wealth Partners, LLC | 6,420 | 76.32 | 5,342 | 78.06 |
| Stone Asset Management Inc. | 6,182 | 76.19 | 3,542 | 78.20 |
| RDA Financial Network | 6,038 | 76.18 | 6,372 | 78.15 |
| Atlas Brown,Inc. | 6,004 | 76.28 | 6,436 | 78.15 |
| Herold Advisors, Inc. | 5,844 | 76.15 | 5,843 | 78098.07 |
| SOA Wealth Advisors, LLC. | 5,799 | 76.22 | 5,780 | 78.03 |
| Vigilare Wealth Management | 5,578 | 76.19 | 5,576 | 78.01 |
| Planned Solutions, Inc. | 5,234 | 76.23 | 5,234 | 78.14 |
| Optimum Investment Advisors | 4,925 | 76.35 | 3,675 | 78.10 |
| Traverso Chambers Private Wealth Management, LLC | 4,513 | 76.22 | 4,607 | 78.14 |
| Norway Savings Bank | 4,333 | 76.16 | 4,333 | 78.01 |
| Marcum Wealth, LLC | 4,219 | 76.32 | 4,231 | 78.00 |
| Capital Market Strategies LLC | 4,042 | 76.20 | 4,292 | 78.05 |
| 180 Wealth Advisors, Llc | 3,958 | 76.55 | 4,111 | 77.11 |
| Castle Rock Wealth Management, LLC | 3,863 | 76.37 | 3,860 | 76.94 |
| McKinley Carter Wealth Services, Inc. | 3,857 | 76.23 | 2,903 | 78.19 |
| Contravisory Investment Management, Inc. | 3,838 | 76.34 | 3,938 | 78.21 |
| Kmg Fiduciary Partners, Llc | 3,751 | 76.25 | 3,751 | 78.11 |
| Gofen & Glossberg Llc /il/ | 3,640 | 76.37 | 3,390 | 78.17 |
| PDS Planning, Inc | 3,590 | 76.32 | 3,656 | 77.95 |
| Eclectic Associates Inc /adv | 3,406 | 76.34 | 7,924 | 78.12 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 3,386 | 76.20 | 3,816 | 77.31 |
| Revolve Wealth Partners, LLC | 3,085 | 76.18 | 3,085 | 78.12 |
| LifeSteps Financial, Inc. | 3,002 | 76.28 | 3,029 | 78.24 |
| IVC Wealth Advisors LLC | 2,979 | 76.20 | 3,350 | 78.21 |
| Caliber Wealth Management, Llc | 2,837 | 76.14 | 3,352 | 78.16 |
| Pinnacle Private Wealth, LLC | 2,833 | 76.24 | 2,807 | 78.02 |
| Polaris Wealth Advisory Group, LLC | 2,649 | 76.26 | 2,655 | 77.59 |
| Pinnacle Bancorp, Inc. | 2,306 | 76.32 | 9,051 | 78.11 |
| First National Bank of South Miami | 1,877 | 76.19 | 1,769 | 78.01 |
| Gradient Investments LLC | 1,742 | 76.35 | 3,155 | 77.97 |
| Global Trust Asset Management, LLC | 1,439 | 76.44 | 1,436 | 77.99 |
| Acropolis Investment Management, LLC | 1,410 | 76.60 | 1,410 | 78.01 |
| Webster Bank, N. A. | 1,326 | 76.17 | 1,326 | 78.43 |
| John W. Brooker & Co., CPAs | 966 | 76.60 | 965 | 77.72 |
| Wolff Wiese Magana Llc | 476 | 75.63 | 476 | 77.73 |
| Strategic Asset Management, LLC | 289 | 76.12 | 289 | 79.58 |
| RWM Asset Management, LLC | 272 | 77.21 | 679 | 78.06 |
| Dividend Asset Capital, Llc | 250 | 76.00 | 250 | 80.00 |
| Sound Income Strategies, LLC | 70 | 71.43 | 49 | 81.63 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Archford Capital Strategies, LLC | 22,486 | 0.09 | 22,645 | 0.09 |
| Carnegie Capital Asset Management, LLC | 2,596 | 82.82 | 21,066 | 78.09 |
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