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	1,354	NaN	0.00	416.28
Previous Quarter	1,402	NaN	0.00	419.95

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	10	235	298	3	113	114
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	3	15	108	1	44	33
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	152	0.00	0.00	0	0.00	0.00
Previous Quarter	152	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
Bank Of America Corp /de/	18,592,472	416.48
Jpmorgan Chase & Co	4,134,985	416.48
Morgan Stanley	1,839,343	416.48
UBS Group AG	1,832,707	416.48
LPL Financial LLC	1,572,354	416.48
Wells Fargo & Company/mn	1,330,257	416.48
Ameriprise Financial Inc	1,135,880	416.11
Royal Bank Of Canada	650,873	416.48
CFS Investment Advisory Services, LLC	614,505	1.09
Envestnet Asset Management Inc	510,958	416.48
Advisor Group Holdings, Inc.	479,072	411.29
Equitable Holdings, Inc.	444,626	416.48
Raymond James Financial Services Advisors, Inc.	440,399	416.50
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA	422,900	416.48
Raymond James & Associates	416,956	416.50
Varma Mutual Pension Insurance Co	378,544	416.48
Pnc Financial Services Group, Inc.	363,485	416.48
HighTower Advisors, LLC	362,251	416.29
Stifel Financial Corp	314,666	416.51
Verity Asset Management, Inc.	287,892	0.00

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
Bank Of America Corp /de/	18,592,472	416.48
Jpmorgan Chase & Co	4,134,985	416.48
Morgan Stanley	1,839,343	416.48
UBS Group AG	1,832,707	416.48
LPL Financial LLC	1,572,354	416.48
Wells Fargo & Company/mn	1,330,257	416.48
Ameriprise Financial Inc	1,135,880	416.11
Exchange Traded Concepts, Llc	989,448	416.48
Royal Bank Of Canada	650,873	416.48
CFS Investment Advisory Services, LLC	614,505	1.09
Envestnet Asset Management Inc	510,958	416.48
Advisor Group Holdings, Inc.	479,072	411.29
Beacon Capital Management, Inc.	461,145	416.48
Equitable Holdings, Inc.	444,626	416.48
Raymond James Financial Services Advisors, Inc.	440,399	416.50
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA	422,900	416.48
Raymond James & Associates	416,956	416.50
Varma Mutual Pension Insurance Co	378,544	416.48
Pnc Financial Services Group, Inc.	363,485	416.48
HighTower Advisors, LLC	362,251	416.29

Recent Quarter Analysis

Recent Quarter 10 New Institutes added position

Name	Shares	PPS
Taiyo Life Insurance Co	46,000	326.54
Joule Financial, LLC	20,612	326.56
CLSC - Cabana Target Leading Sector Conservative ETF	6,736	367.13
Oak Harvest Investment Services	6,399	326.46
Cookson Peirce & Co Inc	921	326.82
Heritage Financial Services, LLC	364	324.18
PFG Private Wealth Management, LLC	242	326.45
Urban Wealth Management, LLC	106	330.19
Gleason Group, Inc.	22	318.18
Avondale Wealth Management	10	300.00

Recent Quarter 235 Institutes closed out their positions

Name	Shares	PPS
Exchange Traded Concepts, Llc	989,448	416.48
HighTower Advisors, LLC	362,251	416.29
TDSC - Cabana Target Drawdown 10 ETF	201,596	434.16
Ameritas Investment Corp	131,971	0.40
Marks Wealth, LLC	119,409	416.48
Green Harvest Asset Management LLC	109,019	401.29
ARMR - Armor US Equity Index ETF	44,535	447.69
Altshuler Shaham Ltd	19,509	416.47
Alexandria Capital, LLC	13,142	401.31
Ttp Investments, Inc.	11,552	416.46
Foundations Investment Advisors, LLC	11,018	384.19
Newport Wealth Strategies, Inc.	6,177	401.33
Carroll Financial Associates, Inc.	5,345	466.04
Sequent Asset Management, LLC	5,265	416.52
IFP Advisors, Inc	5,084	458.10
Mid Atlantic Financial Management Inc/adv	4,199	401.29
NAVAX - Navigator Equity Hedged Fund Class A Shares	3,886	434.12
Homrich & Berg	3,518	401.36
Johanson Financial Advisors, Inc.	2,623	458.25
Harbor Financial Services, Llc	2,389	401.42
Reilly Financial Advisors, Llc	1,989	458.02
Karp Capital Management Corp	1,886	416.76
Brouwer & Janachowski, LLC	1,767	401.25
Bell Rock Capital Llc	1,721	386.98
Corundum Group, Inc.	1,642	416.57
Market Street Wealth Management Advisors Llc	1,590	416.35
Vivid Financial Management, Inc.	1,275	458.04
Hnp Capital Llc	1,160	416.38
Paragon Wealth Strategies, LLC	1,136	416.37
Hochman Cole Investment Advisors, Inc.	1,099	401.27
Wbi Investments, Inc.	1,084	410.52
Vista Wealth Management Group, LLC	1,073	416.59
Objective Capital Management, LLC	1,022	416.83
Strategy Asset Managers Llc	984	416.67
Lake Hills Wealth Management, LLC	919	416.76
Emery Howard Portfolio Management, Inc.	899	458.29
Pineno Levin & Ford Asset Management, Inc.	850	457.65
Crescent Capital Consulting, LLC	697	459.11
Cardan Capital Partners, LLC	696	400.86
Spectrum Planning & Advisory Services Inc.	694	416.43
Cascadia Advisory Services, LLC	669	400.60
Gofen & Glossberg Llc /il/	620	416.13
Rothschild Investment Corp /il	601	415.97
Liberty Capital Management, Inc.	600	416.67
Claudia M.p. Batlle, Crp (r) Llc	599	415.69
Astoria Portfolio Advisors LLC.	597	417.09
Exane Derivatives	577	415.94
Juncture Wealth Strategies, Llc	571	416.81
MBE Wealth Management, LLC	569	416.52
Ignite Planners, LLC	565	373.45
jvl associates llc	562	416.37
Howland Capital Management Llc	561	417.11
Parisi Gray Wealth Management	554	416.97
Kennicott Capital Management Llc	550	416.36
Key Client Fiduciary Advisors, LLC	547	416.82
Capital Investment Advisors, LLC	545	416.51
Landmark Wealth Management, LLC	534	415.73
QAI - IQ Hedge Multi-Strategy Tracker ETF	520	434.62
Asset Management Resources, LLC	520	417.31
Summit Financial Strategies, Inc.	519	416.18
Nadler Financial Group, Inc.	506	417.00
ARS Investment Partners, LLC	490	416.33
MEMBERS Trust Co	437	457.67
Gemmer Asset Management LLC	396	414.14
Heritage Wealth Management, Llc	355	400.00
Elm Partners Management LLC	237	417.72
Future Financial Wealth Managment LLC	216	416.67
QLS - IQ Hedge Long/Short Tracker ETF	180	433.33
Wealth Quarterback LLC	172
Foresight Capital Management Advisors, Inc.	137	416.06
Sonora Investment Management, LLC	36	388.89
McCarthy Asset Management, Inc.	23	434.78
Bbva Usa	5	400.00
MCF Advisors LLC
BancFirst Trust & Investment Management
WNY Asset Management, LLC
Kowal Investment Group, LLC
Van Leeuwen & Company, LLC
Fifth Third Securities, Inc.
TDSB - Cabana Target Drawdown 7 ETF
Investors Financial Group, LLC
Spreng Capital Management, Inc.
Ford Financial Group, LLC
Strategic Family Wealth Counselors, L.L.C.
VisionPoint Advisory Group, LLC
Stelac Advisory Services LLC
Northstar Advisory Group, LLC
Heritage Investors Management Corp
Bingham Osborn & Scarborough Llc
Gerber Kawasaki Wealth & Investment Management
Signet Financial Management, Llc
Insight Folios Inc
Ntv Asset Management Llc
Highland Capital Management, Llc
Two Sigma Securities, Llc
M. Kulyk & Associates, LLC
Planned Solutions, Inc.
Condor Capital Management
Monterey Private Wealth, Inc.
Wealthgate Family Office, LLC
Pictet North America Advisors SA
AAFMAA Wealth Management & Trust LLC
Ciovacco Capital Management LLC
Godshalk Welsh Capital Management, Inc.
Endowment Wealth Management, Inc.
GWM Advisors LLC
Better Money Decisions, LLC
Gw Henssler & Associates Ltd
Greatmark Investment Partners, Inc.
Inscription Capital, LLC
Valley Forge Investment Consultants Inc Adv
Personal Cfo Solutions, Llc
Trexquant Investment LP
Vanguard Group Inc
Zions Bancorporation, N.A.
Windham Capital Management, LLC
Beacon Wealthcare LLC
Barrett Asset Management, LLC
Soundwatch Capital LLC
Viridian Ria, Llc
Insight Wealth Partners, LLC
Grace Capital
Main Street Research LLC
Evolution Wealth Advisors, LLC
Ironwood Investment Counsel, LLC
Firestone Capital Management
Tarbox Family Office, Inc.
Old Port Advisors
Vectors Research Management, LLC
Amussen Hunsaker Associates Llc
Canandaigua National Corp
Cheviot Value Management, LLC
Paradigm Financial Partners, Llc
QCM Cayman, Ltd.
Cable Hill Partners, LLC
Peak Financial Management, Inc.
GFS Advisors, LLC
Red Door Wealth Management, LLC
Diversified Trust Co
JT Stratford LLC
Mv Capital Management, Inc.
Cabana Llc
Collaborative Investment Series Trust - Mohr Growth ETF
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Aries Wealth Management
Octavia Wealth Advisors, LLC
Crown Wealth Group, LLC
Guidance Point Advisors, LLC
Richwood Investment Advisors, LLC
Mcdonald Partners Llc
Versant Capital Management, Inc
Paragon Capital Management Ltd
Ferguson Wellman Capital Management, Inc
Boothbay Fund Management, Llc
Y-Intercept (Hong Kong) Ltd
Marino, Stram & Associates Llc
Sawyer & Company, Inc
Optiver Holding B.V.
SageGuard Financial Group, LLC
Meridian Wealth Partners, LLC
LeJeune Puetz Investment Counsel LLC
King Luther Capital Management Corp
Redhawk Wealth Advisors, Inc.
StoneX Group Inc.
One Charles Private Wealth Services, LLC
Cannon Global Investment Management, LLC
Simplex Trading, Llc
Jeppson Wealth Management, Llc
Parcion Private Wealth LLC
Colonial River Wealth Management, LLC
Summit X, LLC
Inspirion Wealth Advisors, Llc
Eagle Bay Advisors LLC
Boston Private Wealth Llc
Aspire Private Capital, LLC
Elmwood Wealth Management, Inc.
Telemus Capital, Llc
Kinloch Capital, LLC
Empowered Funds, LLC
High Falls Advisors, Inc
Tower Research Capital LLC (TRC)
Activest Wealth Management
Gunma Bank,Ltd.
Allianz Asset Management GmbH
Cliftonlarsonallen Wealth Advisors, Llc
Compass Financial Group, Inc.
Amplius Wealth Advisors, LLC
Stock Yards Bank & Trust Co
Chicago Capital, LLC
Huntington National Bank
Ropes Wealth Advisors Llc
Dana Investment Advisors, Inc.
Gsa Capital Partners Llp
Clarus Wealth Advisors
Cape Cod Five Cents Savings Bank
Phoenix Wealth Advisors
Edge Wealth Management LLC
Taikang Asset Management (Hong Kong) Co Ltd
Johnson Financial Group, LLC
Tocqueville Asset Management L.p.
Quantitative Investment Management, LLC
Icon Wealth Partners, LLC
Jackson Wealth Management, LLC
Frisch Financial Group, Inc.
Psagot Investment House Ltd.
Sicart Associates LLC
Renaissance Technologies Llc
Ironwood Financial, llc
Consolidated Planning Corp
Analyst IMS Investment Management Services Ltd.
Tfo-tdc, Llc
Delta Asset Management Llc/tn
Hoey Investments, Inc
Pacitti Group Inc.
Camelot Portfolios, LLC
IAG Wealth Partners, LLC
HAP Trading, LLC
Mosaic Family Wealth, LLC
Aquire Wealth Advisors, LLC
Gilbert & Cook, Inc.
CBIZ Investment Advisory Services, LLC
IFS Advisors, LLC
Compass Advisory Group LLC
BDO Wealth Advisors, LLC
Ferris Capital, Llc
Mirae Asset Global Investments Co., Ltd.
Narwhal Capital Management
Dougherty Wealth Advisers LLC
Apeiron RIA LLC
Mcdaniel Terry & Co
Novare Capital Management Llc
TFC Financial Management
Pekin Hardy Strauss, Inc.
Ten Capital Wealth Advisors, LLC
Anfield Capital Management, LLC

Recent Quarter 298 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Commonwealth Equity Services, Llc	203,591	326.55	194,873	416.48
Folger Nolan Fleming Douglas Capital Management, Inc	199,105	326.55	198,425	416.48
Northstar Asset Management Llc	113,833	326.55	115,058	416.48
Truist Financial Corp	112,749	326.55	136,858	416.48
Wbh Advisory Inc	107,092	337.06	116,213	383.13
Silicon Valley Capital Partners	97,646	326.55	98,884	416.48
Spire Wealth Management	92,594	326.55	121,675	416.76
Yarbrough Capital, LLC	90,675	326.55	84,019	416.48
Cambridge Investment Research Advisors, Inc.	76,759	326.55	112,086	416.48
Marotta Asset Management	73,667	327.53	66,648	416.49
GPS Wealth Strategies Group, LLC	72,530	326.54	71,144	416.48
Stuart Chaussee & Associates, Inc.	67,858	326.55	67,981	416.48
Murphy Capital Management Inc	66,367	326.55	68,812	416.48
Private Advisor Group, LLC	59,116	326.56	61,779	416.48
MAI Capital Management	51,073	326.55	36,385	416.49
White Lighthouse Investment Management Inc.	43,590	326.54	40,657	416.48
Massmutual Trust Co Fsb/adv	43,095	0.32	40,775	0.42
Baker Ellis Asset Management LLC	40,506	326.54	40,843	416.47
TDSD - Cabana Target Drawdown 13 ETF	38,655	367.20	71,057	434.16
CVA Family Office, LLC	36,005	326.54	36,965	416.48

Recent Quarter 3 Institutes averaged Up

Name	Current Shares	Current PPS
Praetorian Wealth Management, Inc.	16,201	326.52
ACG Wealth	50	320.00
Bank Julius Baer & Co. Ltd, Zurich	40	325.00

Recent Quarter 113 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Praetorian Wealth Management, Inc.	16,201	16,201	326.52	0		0.00
MAI Capital Management	14,688	51,073	326.55	36,385	416.49	40.37
Commonwealth Equity Services, Llc	8,718	203,591	326.55	194,873	416.48	4.47
Aspiriant, Llc	7,937	21,767	326.64	13,830	416.56	57.39
Marotta Asset Management	7,019	73,667	327.53	66,648	416.49	10.53
Yarbrough Capital, LLC	6,656	90,675	326.55	84,019	416.48	7.92
Brightworth	5,752	8,000	326.50	2,248	416.37	255.87
Capital Advisors Inc/ok	3,667	5,768	326.63	2,101	416.47	174.54
White Lighthouse Investment Management Inc.	2,933	43,590	326.54	40,657	416.48	7.21
HB Wealth Management, LLC	2,733	7,895	326.54	5,162	416.51	52.94
Massmutual Trust Co Fsb/adv	2,320	43,095	0.32	40,775	0.42	5.69
Hollencrest Capital Management	2,047	2,762	326.57	715	416.78	286.29
Wiser Wealth Management, Inc	2,010	20,514	326.56	18,504	416.50	10.86
First Bancorp, Inc /ME/	1,892	3,626	326.53	1,734	416.38	109.11
Arkansas Financial Group, Inc.	1,862	15,826	326.55	13,964	416.50	13.33
Intelligence Driven Advisers, LLC	1,857	2,473	334.82	616	441.56	301.46
Hall Private Wealth Advisors	1,735	12,211	326.51	10,476	416.48	16.56
MMDRX - Madison Moderate Allocation Fund Moderate Allocation Fund Class B	1,485	22,403	367.18	20,918	422.27	7.10
GPS Wealth Strategies Group, LLC	1,386	72,530	326.54	71,144	416.48	1.95
TruWealth Advisors, LLC	1,357	2,124	326.27	767	415.91	176.92

Recent Quarter 114 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Beacon Capital Management, Inc.	452,392	8,753	326.52	461,145	416.48	-98.10
Brandywine Oak Private Wealth Llc	89,813	34,717	326.53	124,530	416.41	-72.12
Cambridge Investment Research Advisors, Inc.	35,327	76,759	326.55	112,086	416.48	-31.52
TDSD - Cabana Target Drawdown 13 ETF	32,402	38,655	367.20	71,057	434.16	-45.60
Spire Wealth Management	29,081	92,594	326.55	121,675	416.76	-23.90
Harel Insurance Investments & Financial Services Ltd.	27,000	28,900	326.54	55,900	416.48	-48.30
Truist Financial Corp	24,109	112,749	326.55	136,858	416.48	-17.62
Western Wealth Management, LLC	15,024	21,656	326.88	36,680	416.49	-40.96
TDSE - Cabana Target Drawdown 16 ETF	13,462	25,514	367.21	38,976	434.16	-34.54
Sabal Trust CO	12,960	14,481	326.50	27,441	416.49	-47.23
Wbh Advisory Inc	9,121	107,092	337.06	116,213	383.13	-7.85
Everett Harris & Co /ca/	6,975	2,488	326.37	9,463	416.46	-73.71
Money Concepts Capital Corp	6,334	1,075	327.44	7,409	416.52	-85.49
Moneda S.A. Administradora General de Fondos	5,035	9,810	326.50	14,845	416.50	-33.92
Ayalon Holdings Ltd.	3,827	3,986	326.64	7,813	416.49	-48.98
Win Advisors, Inc	3,711	9	333.33	3,720	416.40	-99.76
BLB&B Advisors, LLC	2,694	1,209	326.72	3,903	416.60	-69.02
Private Advisor Group, LLC	2,663	59,116	326.56	61,779	416.48	-4.31
Murphy Capital Management Inc	2,445	66,367	326.55	68,812	416.48	-3.55
Canvas Wealth Advisors, LLC	2,411	852	326.29	3,263	373.58	-73.89

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 0 Previous Institutes closed Put Positions

Name	Previous Puts

Recent Quarter 0 Previous Institutes closed Call Positions

Name	Previous Calls

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 3 New Institutes added position

Name	Shares	PPS
Taiyo Life Insurance Co	46,000	326.54
Cookson Peirce & Co Inc	921	326.82
Urban Wealth Management, LLC	106	330.19

Past Week 15 Institutes closed out their positions

Name	Shares	PPS
Corundum Group, Inc.	1,642	416.57
Summit Financial Strategies, Inc.	519	416.18
Parisi Gray Wealth Management	554	416.97
Market Street Wealth Management Advisors Llc	1,590	416.35
Claudia M.p. Batlle, Crp (r) Llc	599	415.69
Gemmer Asset Management LLC	396	414.14
Ttp Investments, Inc.	11,552	416.46
Howland Capital Management Llc	561	417.11
Hnp Capital Llc	1,160	416.38
Exchange Traded Concepts, Llc	989,448	416.48
Nadler Financial Group, Inc.	506	417.00
Lake Hills Wealth Management, LLC	919	416.76
Wbi Investments, Inc.	1,084	410.52
Liberty Capital Management, Inc.	600	416.67
Landmark Wealth Management, LLC	534	415.73

Past Week 108 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Northstar Asset Management Llc	113,833	326.55	115,058	416.48
Truist Financial Corp	112,749	326.55	136,858	416.48
Spire Wealth Management	92,594	326.55	121,675	416.76
Marotta Asset Management	73,667	327.53	66,648	416.49
White Lighthouse Investment Management Inc.	43,590	326.54	40,657	416.48
Baker Ellis Asset Management LLC	40,506	326.54	40,843	416.47
Brandywine Oak Private Wealth Llc	34,717	326.53	124,530	416.41
Jmac Enterprises Llc	25,107	326.56	25,167	416.50
Aspiriant, Llc	21,767	326.64	13,830	416.56
Capital Planning LLC	21,571	326.55	21,740	416.47
Culbertson A N & Co Inc	17,321	326.54	17,517	416.45
Patton Albertson Miller Group, Llc	16,481	326.56	16,423	416.49
Stratos Wealth Partners, LTD.	14,574	326.54	15,258	416.50
Wealthfront Advisers Llc	13,269	326.55	13,995	416.43
Stratos Wealth Advisors, LLC	12,235	326.60	13,518	416.48
Hall Private Wealth Advisors	12,211	326.51	10,476	416.48
Hartford Financial Management Inc.	12,002	326.53	12,082	416.49
Bristlecone Advisors, LLC	11,706	326.58	11,678	416.42
Security Financial Services, INC.	11,010	326.52	11,010	416.44
Wedbush Securities Inc	10,948	326.54	11,515	416.50
Magnolia Wealth Management, LLC	10,305	326.54	9,752	416.43
Moneda S.A. Administradora General de Fondos	9,810	326.50	14,845	416.50
Beacon Capital Management, Inc.	8,753	326.52	461,145	416.48
Brightworth	8,000	326.50	2,248	416.37
Sanctuary Wealth Management, L.L.C.	7,745	326.53	7,893	416.44
Autus Asset Management, LLC	7,155	326.48	6,904	416.57
Old National Bancorp /in/	6,915	326.54	6,915	416.49
Trilogy Capital Inc.	5,851	326.61	5,673	416.53
JNBA Financial Advisors	4,844	326.59	4,817	416.44
Round Rock Advisors, LLC	4,724	326.63	4,739	416.54
Horizon Financial Services, Llc	4,531	326.42	4,835	416.55
Schrum Private Wealth Management LLC	4,290	326.57	4,288	376.40
Proffitt & Goodson Inc	4,240	326.65	4,291	416.45
Retirement Guys Formula Llc	3,607	326.59	3,390	416.52
Sequoia Financial Advisors, LLC	3,422	326.71	3,746	416.44
Sandy Spring Bank	3,399	326.57	2,246	416.30
Arlington Partners LLC	3,369	326.51	3,369	416.44
Aevitas Wealth Management, Inc.	3,285	326.64	3,583	416.41
Round Table Services, LLC	3,135	326.63	3,131	416.48
Mitchell Sinkler & Starr/pa	2,983	326.52	2,863	416.35
Pathway Financial Advisors LLC	2,902	326.67	2,888	416.55
CWA Asset Management Group, LLC	2,848	326.54	2,778	416.49
Regions Financial Corp	2,798	326.66	2,540	416.54
C2C Wealth Management, LLC	2,794	347.17	2,794	393.70
Geneos Wealth Management Inc.	2,793	327.25	3,246	416.20
Hollencrest Capital Management	2,762	326.57	715	416.78
Madison Wealth Partners, Inc	2,726	326.49	2,250	416.44
American Institute for Advanced Investment Management, LLP	2,657	326.68	2,837	416.64
CRA Financial Services, LLC	2,527	326.47	2,516	416.53
Everett Harris & Co /ca/	2,488	326.37	9,463	416.46
Intelligence Driven Advisers, LLC	2,473	334.82	616	441.56
Beacon Financial Advisory LLC	2,336	326.63	2,332	416.38
Secure Asset Management, LLC	2,304	326.39	2,728	416.42
Institute for Wealth Management, LLC.	2,302	326.67	3,603	416.60
Onyx Bridge Wealth Group LLC	2,240	353.12	2,143	368.18
TruWealth Advisors, LLC	2,124	326.27	767	415.91
Signature Securities Group Corporation	1,924	326.40	1,923	416.54
Leo H. Evart, Inc.	1,768	326.36	1,755	416.52
Alpha Cubed Investments, LLC	1,608	326.49	1,568	416.45
Charles Schwab Trust Co	1,572	326.34	1,500	416.67
Teamwork Financial Advisors, LLC	1,530	326.80	1,361	416.61
Capital Insight Partners, Llc	1,420	326.76	1,420	416.20
Southern Capital Advisors, Llc	1,387	326.60	1,487	416.27
First Hawaiian Bank	1,384	326.59	1,382	416.79
PBMares Wealth Management LLC	1,366	326.50	1,465	416.38
Grant/GrossMendelsohn, LLC	1,364	332.11	1,374	391.56
Galvin, Gaustad & Stein, LLC	1,274	326.53	1,274	416.80
Lakeview Capital Partners, LLC	1,173	326.51	1,173	416.88
Conning Inc.	1,160	326.72	1,160	416.38
Courier Capital Llc	1,160	326.72	1,160	416.38
Clearwater Capital Advisors, LLC	1,118	326.48	1,118	416.82
Tnf Llc	1,075	353.49	1,075	373.02
Capital Investment Advisory Services, LLC	1,003	326.02	802	416.46
Security National Bank	1,000	327.00	1,000	416.00
Mattern Wealth Management LLC	925	326.49	925	416.22
Savant Capital, LLC	909	326.73	866	415.70
Beacon Investment Advisory Services, Inc.	884	326.92	884	416.29
Ballast Advisors Llc	866	326.79	866	416.86
Canvas Wealth Advisors, LLC	852	326.29	3,263	373.58
BlackDiamond Wealth Management Inc.	825	353.94	824	416.26
Legacy Advisors, LLC	744	326.61	743	415.88
Financial Life Advisors	720	326.39	731	415.87
JTC Employer Solutions Trusteee Ltd	700	327.14	700	415.71
Welch Group, LLC	670	326.87	654	417.43
Forbes J M & Co Llp	650	326.15	650	416.92
Trust Co Of Vermont	632	325.95	602	416.94
LS Investment Advisors, LLC	552	336.96	552	416.67
Maryland Capital Advisors Inc.	350	325.71	192	416.67
Hc Financial Advisors Inc	235	327.66	235	417.02
Charter Oak Capital Management, LLC	226	327.43	205	458.54
Steward Financial Group LLC	207	323.67	207	415.46
Bogart Wealth, LLC	157	324.84	153	418.30
Pacifica Partners Inc.	156	333.33	156	403.85
Byrne Asset Management LLC	153	326.80	223	417.04
HBC Financial Services, PLLC	145	342537.93	95	364305.26
Arrow Financial Corp	104	326.92	104	413.46
Washington Trust Advisors, Inc.	98	326.53	98	418.37
Private Ocean, LLC	92	326.09	92	413.04
Enterprise Trust & Investment Co	77	324.68	15	400.00
WASHINGTON TRUST Co	72	333.33	72	416.67
Arcadia Investment Management Corp/mi	70	328.57	70	414.29
Atwood & Palmer Inc	40	325.00	40	425.00
Coastal Capital Group, Inc.	33	333.33	126	420.63
Bradley & Co. Private Wealth Management, LLC	27	333.33	27	407.41
First Personal Financial Services	26	346.15	26	423.08
Investors Research Corp	20	350.00	20	400.00
Annapolis Financial Services, LLC	14	357.14	14	428.57
Orion Capital Management LLC	10	300.00	10	400.00

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Bank Julius Baer & Co. Ltd, Zurich	40	325.00	0

Past Week 44 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Aspiriant, Llc	7,937	21,767	326.64	13,830	416.56	57.39
Marotta Asset Management	7,019	73,667	327.53	66,648	416.49	10.53
Brightworth	5,752	8,000	326.50	2,248	416.37	255.87
White Lighthouse Investment Management Inc.	2,933	43,590	326.54	40,657	416.48	7.21
Hollencrest Capital Management	2,047	2,762	326.57	715	416.78	286.29
Intelligence Driven Advisers, LLC	1,857	2,473	334.82	616	441.56	301.46
Hall Private Wealth Advisors	1,735	12,211	326.51	10,476	416.48	16.56
TruWealth Advisors, LLC	1,357	2,124	326.27	767	415.91	176.92
Sandy Spring Bank	1,153	3,399	326.57	2,246	416.30	51.34
Magnolia Wealth Management, LLC	553	10,305	326.54	9,752	416.43	5.67
Madison Wealth Partners, Inc	476	2,726	326.49	2,250	416.44	21.16
Regions Financial Corp	258	2,798	326.66	2,540	416.54	10.16
Autus Asset Management, LLC	251	7,155	326.48	6,904	416.57	3.64
Retirement Guys Formula Llc	217	3,607	326.59	3,390	416.52	6.40
Capital Investment Advisory Services, LLC	201	1,003	326.02	802	416.46	25.06
Trilogy Capital Inc.	178	5,851	326.61	5,673	416.53	3.14
Teamwork Financial Advisors, LLC	169	1,530	326.80	1,361	416.61	12.42
Maryland Capital Advisors Inc.	158	350	325.71	192	416.67	82.29
Mitchell Sinkler & Starr/pa	120	2,983	326.52	2,863	416.35	4.19
Onyx Bridge Wealth Group LLC	97	2,240	353.12	2,143	368.18	4.53
Charles Schwab Trust Co	72	1,572	326.34	1,500	416.67	4.80
CWA Asset Management Group, LLC	70	2,848	326.54	2,778	416.49	2.52
Enterprise Trust & Investment Co	62	77	324.68	15	400.00	413.33
Patton Albertson Miller Group, Llc	58	16,481	326.56	16,423	416.49	0.35
HBC Financial Services, PLLC	50	145	342537.93	95	364305.26	52.63
Savant Capital, LLC	43	909	326.73	866	415.70	4.97
Bank Julius Baer & Co. Ltd, Zurich	40	40	325.00	0		0.00
Alpha Cubed Investments, LLC	40	1,608	326.49	1,568	416.45	2.55
Trust Co Of Vermont	30	632	325.95	602	416.94	4.98
Bristlecone Advisors, LLC	28	11,706	326.58	11,678	416.42	0.24
JNBA Financial Advisors	27	4,844	326.59	4,817	416.44	0.56
Charter Oak Capital Management, LLC	21	226	327.43	205	458.54	10.24
Welch Group, LLC	16	670	326.87	654	417.43	2.45
Pathway Financial Advisors LLC	14	2,902	326.67	2,888	416.55	0.48
Leo H. Evart, Inc.	13	1,768	326.36	1,755	416.52	0.74
CRA Financial Services, LLC	11	2,527	326.47	2,516	416.53	0.44
Bogart Wealth, LLC	4	157	324.84	153	418.30	2.61
Round Table Services, LLC	4	3,135	326.63	3,131	416.48	0.13
Beacon Financial Advisory LLC	4	2,336	326.63	2,332	416.38	0.17
First Hawaiian Bank	2	1,384	326.59	1,382	416.79	0.14
Schrum Private Wealth Management LLC	2	4,290	326.57	4,288	376.40	0.05
BlackDiamond Wealth Management Inc.	1	825	353.94	824	416.26	0.12
Legacy Advisors, LLC	1	744	326.61	743	415.88	0.13
Signature Securities Group Corporation	1	1,924	326.40	1,923	416.54	0.05

Past Week 33 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Beacon Capital Management, Inc.	452,392	8,753	326.52	461,145	416.48	-98.10
Brandywine Oak Private Wealth Llc	89,813	34,717	326.53	124,530	416.41	-72.12
Spire Wealth Management	29,081	92,594	326.55	121,675	416.76	-23.90
Truist Financial Corp	24,109	112,749	326.55	136,858	416.48	-17.62
Everett Harris & Co /ca/	6,975	2,488	326.37	9,463	416.46	-73.71
Moneda S.A. Administradora General de Fondos	5,035	9,810	326.50	14,845	416.50	-33.92
Canvas Wealth Advisors, LLC	2,411	852	326.29	3,263	373.58	-73.89
Institute for Wealth Management, LLC.	1,301	2,302	326.67	3,603	416.60	-36.11
Stratos Wealth Advisors, LLC	1,283	12,235	326.60	13,518	416.48	-9.49
Northstar Asset Management Llc	1,225	113,833	326.55	115,058	416.48	-1.06
Wealthfront Advisers Llc	726	13,269	326.55	13,995	416.43	-5.19
Stratos Wealth Partners, LTD.	684	14,574	326.54	15,258	416.50	-4.48
Wedbush Securities Inc	567	10,948	326.54	11,515	416.50	-4.92
Geneos Wealth Management Inc.	453	2,793	327.25	3,246	416.20	-13.96
Secure Asset Management, LLC	424	2,304	326.39	2,728	416.42	-15.54
Baker Ellis Asset Management LLC	337	40,506	326.54	40,843	416.47	-0.83
Sequoia Financial Advisors, LLC	324	3,422	326.71	3,746	416.44	-8.65
Horizon Financial Services, Llc	304	4,531	326.42	4,835	416.55	-6.29
Aevitas Wealth Management, Inc.	298	3,285	326.64	3,583	416.41	-8.32
Culbertson A N & Co Inc	196	17,321	326.54	17,517	416.45	-1.12
American Institute for Advanced Investment Management, LLP	180	2,657	326.68	2,837	416.64	-6.34
Capital Planning LLC	169	21,571	326.55	21,740	416.47	-0.78
Sanctuary Wealth Management, L.L.C.	148	7,745	326.53	7,893	416.44	-1.88
Southern Capital Advisors, Llc	100	1,387	326.60	1,487	416.27	-6.72
PBMares Wealth Management LLC	99	1,366	326.50	1,465	416.38	-6.76
Coastal Capital Group, Inc.	93	33	333.33	126	420.63	-73.81
Hartford Financial Management Inc.	80	12,002	326.53	12,082	416.49	-0.66
Byrne Asset Management LLC	70	153	326.80	223	417.04	-31.39
Jmac Enterprises Llc	60	25,107	326.56	25,167	416.50	-0.24
Proffitt & Goodson Inc	51	4,240	326.65	4,291	416.45	-1.19
Round Rock Advisors, LLC	15	4,724	326.63	4,739	416.54	-0.32
Financial Life Advisors	11	720	326.39	731	415.87	-1.50
Grant/GrossMendelsohn, LLC	10	1,364	332.11	1,374	391.56	-0.73

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name