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	1,908	NaN	0.00	227.01
Previous Quarter	1,972	NaN	0.00	241.07

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	24	314	439	7	203	184
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	0	2	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Current Quarter	0	0	1	0	1	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	13	18	156	4	69	67
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	635,877	0.00	0.00	1,431,676	0.00	0.00
Previous Quarter	635,877	0.00	0.00	1,431,676	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
Creative Planning	20,067,534	108.37
Bank Of America Corp /de/	13,776,591	108.37
Fmr Llc	12,724,937	108.37
Wells Fargo & Company/mn	11,493,287	108.37
Morgan Stanley	10,688,823	108.37
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)	8,638,304	91.11
Personal Capital Advisors Corp	7,272,138	108.37
Us Bancorp \de\	6,170,599	108.37
UBS Group AG	5,960,840	108.37
Northwestern Mutual Wealth Management Co	5,875,588	108.37
Wealthfront Advisers Llc	5,794,451	91.11
Envestnet Asset Management Inc	5,044,071	108.37
Jpmorgan Chase & Co	5,043,766	108.37
Pnc Financial Services Group, Inc.	3,963,147	108.37
Royal Bank Of Canada	3,759,043	108.37
Goldman Sachs Group Inc	3,653,193	108.37
Prudential Financial Inc	3,472,572	108.37
Fifth Third Bancorp	3,298,963	108.37
Bank Of Montreal /can/	3,210,361	109.74
Financial Engines Advisors L.L.C.	3,202,231	108.37

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
Creative Planning	20,067,534	108.37
Bank Of America Corp /de/	13,776,591	108.37
Fmr Llc	12,724,937	108.37
Wells Fargo & Company/mn	11,493,287	108.37
Morgan Stanley	10,688,823	108.37
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)	8,306,304	108.37
Personal Capital Advisors Corp	7,272,138	108.37
Us Bancorp \de\	6,170,599	108.37
UBS Group AG	5,960,840	108.37
Northwestern Mutual Wealth Management Co	5,875,588	108.37
Wealthfront Advisers Llc	5,861,357	108.37
Envestnet Asset Management Inc	5,044,071	108.37
Jpmorgan Chase & Co	5,043,766	108.37
Pnc Financial Services Group, Inc.	3,963,147	108.37
Royal Bank Of Canada	3,759,043	108.37
Goldman Sachs Group Inc	3,653,193	108.37
Prudential Financial Inc	3,472,572	108.37
Fifth Third Bancorp	3,298,963	108.37
Bank Of Montreal /can/	3,210,361	109.74
Financial Engines Advisors L.L.C.	3,202,231	108.37

Recent Quarter Analysis

Recent Quarter 24 New Institutes added position

Name	Shares	PPS
Aurora Private Wealth, Inc.	99,816	0.31
Walker Asset Management, LLC	98,714	99.59
Cypress Financial Planning Llc	72,586	91.11
Consolidated Capital Management, Llc	34,445	91.10
Hollencrest Capital Management	13,527	91.08
Flaharty Asset Management, LLC	6,911	91.16
Sage Financial Group Inc	3,503	91.06
Libra Wealth Llc	3,470	91.07
HighTower Trust Services, LTA	3,250	351.08
Momentum Advisors, LLC	2,541	91.30
Bell Bank	2,493	91.05
Spinnaker Trust	2,431	90.91
Cornerstone Wealth Advisors, Inc.	2,309	90.95
Bristlecone Advisors, LLC	2,204	91.20
Darrow Company, Inc.	383	88.77
Heritage Financial Services, LLC	356	89.89
Investment Research & Advisory Group, Inc.	192	88.54
Provident Wealth Management, LLC	82	85.37
American Research & Management Co.	68	88.24
Lehman & Derafelo Financial Resources LLC	59	84.75

Recent Quarter 314 Institutes closed out their positions

Name	Shares	PPS
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio	576,500	101.78
Ameritas Investment Corp	452,214	0.10
Sumitomo Life Insurance Co	416,000	108.37
PFM Asset Management LLC	184,800	101.78
Millennium Management Llc	168,022	108.37
Millennium Management Llc	168,022	108.37
Financial Sense Advisors, Inc.	155,270	108.37
Aaron Wealth Advisors LLC	131,669	9.23
Managed Account Services Inc	111,022	101.78
Emery Howard Portfolio Management, Inc.	104,043	116.01
Alexandria Capital, LLC	95,947	101.77
CRTBX - Conquer Risk Tactical Rotation Fund	93,560	101.78
Mid Atlantic Financial Management Inc/adv	88,282	101.78
Crescent Capital Consulting, LLC	80,984	116.02
Green Harvest Asset Management LLC	54,882	100.74
Polianta Ltd	43,300	108.36
HAP Trading, LLC	36,456	108.38
IFP Advisors, Inc	31,350	116.20
Cascadia Advisory Services, LLC	29,654	101.77
New Century Advisors, LLC	21,380	108.42
Vivid Financial Management, Inc.	19,711	116.03
Ameraudi Asset Management, Inc.	19,261	108.35
Pacific Financial Group Inc	19,089	108.39
First Midwest Bank Trust Division	18,403	116.01
My Personal CFO, LLC	17,519	108.40
ARMR - Armor US Equity Index ETF	16,664	106.76
Mosaic Family Wealth, LLC	16,436	116.03
NAVAX - Navigator Equity Hedged Fund Class A Shares	15,104	106.26
Granite Investment Advisors, LLC	14,893	101.79
Homrich & Berg	11,555	101.77
All Season Financial Advisors, Inc.	10,943	108.38
Wealthsource Partners, Llc	10,858	108.40
Cardinal Point Wealth Management LLC	10,069	101.80
Wealth Quarterback LLC	9,356
WDIAX - Wilmington Diversified Income Fund Class A Shares	8,800	109.09
Clear Street Markets Llc	8,700	108.39
Spinnaker Investment Group, LLC	8,116	110.52
Optimal Asset Management, Inc.	7,481	101.72
Farr Miller & Washington Llc/dc	7,161	101.80
Unified Trust Company, N.A.	5,856	101.78
Cedar Capital, Llc	5,132	101.71
Asset Dedication, LLC	4,912	108.31
Straight Path Wealth Management	4,606	108.34
Qci Asset Management Inc/ny	4,241	101.86
Bank Of Stockton	4,003	108.42
Two Sigma Securities, Llc	4,000	108.25
Marshall Wace, Llp	3,840	108.33
Jordan Park Group LLC	3,838	108.39
Security National Trust Co	3,652	101.86
Paladin Advisory Group, LLC	2,941	110.17
Landmark Wealth Management, LLC	2,823	108.40
Hnp Capital Llc	2,769	108.34
Covenant Multifamily Offices, LLC	2,746	102.69
Heritage Wealth Management, Llc	2,720	101.84
Lake Hills Wealth Management, LLC	2,705	108.32
Alaska Permanent Capital Management	2,668	108.32
Campbell Capital Management Inc	2,665	108.44
Country Club Trust Company, n.a.	2,536	115.54
Wipfli Financial Advisors Llc,	2,414	108.53
Carroll Financial Associates, Inc.	2,358	113.66
Derby & Company, Inc	2,339	101.75
Ccg Wealth Management, Llc	2,296	108.45
BT Wealth Management LLC	2,282	108.24
West Coast Financial LLC	2,266	108.56
Midwest Heritage Bank, FSB	2,258	108.50
Rinet Co LLC	2,235	101.57
Oak Asset Management, LLC	2,228	108.17
Round Rock Advisors, LLC	2,186	108.42
Howland Capital Management Llc	2,131	108.40
SFG Wealth Management, LLC.	2,122	108.39
Center For Asset Management LLC	2,106	108.26
Woodley Farra Manion Portfolio Management Inc	2,100	108.57
Transcend Wealth Collective, Llc	2,084	108.45
Atalanta Sosnoff Capital, Llc	2,081	108.60
Ford Financial Group, LLC	2,065	107.99
Strategy Asset Managers Llc	2,060	108.25
Alhambra Investment Partners LLC	2,058	108.36
Farmers Trust Co	2,050	108.29
Blossom Wealth Management	2,047	108.45
Koss-Olinger Consulting, LLC	2,039	108.39
First National Bank of Mount Dora, Trust Investment Services	2,001	107.95
Arden Trust Co	1,972	108.52
Everett Harris & Co /ca/	1,965	108.40
Tarbox Family Office, Inc.	1,965	108.40
Charles Schwab Trust Co	1,962	108.56
Paragon Capital Management Ltd	1,959	108.22
Richwood Investment Advisors, LLC	1,865	108.31
Signature Estate & Investment Advisors Llc	1,847	108.28
Sonora Investment Management, LLC	1,258	101.75
Contravisory Investment Management, Inc.	1,251	108.71
Reilly Financial Advisors, Llc	910	116.48
Investmark Advisory Group LLC	898	115.81
Gemmer Asset Management LLC	820	107.32
Herold Advisors, Inc.	543	108368.32
McCarthy Asset Management, Inc.	398	108.04
Financial Connections Group, Inc.	301	106.31
Tradewinds Capital Management, LLC	234	106.84
Prentice Wealth Management LLC	123	105.69
Worth Asset Management, LLC	85	94.12
Delaware Investments Dividend & Income Fund, Inc	60	100.00
Twin Tree Management, LP
Manning & Napier Group, LLC
Cannell Peter B & Co Inc
USAdvisors Wealth Management, LLC
Cypress Point Wealth Management, LLC
Badgley Phelps Wealth Managers, LLC
Viridian Ria, Llc
Coastal Bridge Advisors, LLC
Claudia M.p. Batlle, Crp (r) Llc
First Command Advisory Services, Inc.
Elmwood Wealth Management, Inc.
AXS Investments LLC
AMTAX - AB All Market Real Return Portfolio Class A
Morton Brown Family Wealth, LLC
Synergy Financial Management, LLC
Sageworth Trust Co
Genesee Capital Advisors, LLC
PRW Wealth Management LLC
Marquette Asset Management, LLC
Huntington National Bank
Ckw Financial Group
PFG Private Wealth Management, LLC
Clal Insurance Enterprises Holdings Ltd
Btr Capital Management Inc
Barrett Asset Management, LLC
Savior LLC
Hrt Financial Lp
Federated Hermes, Inc.
Hamilton Wealth, LLC
3EDGE Asset Management, LP
Camden National Bank
CFO4Life Group, LLC
Mattern Wealth Management LLC
Chilton Capital Management Llc
Beck Bode, LLC
Chicago Capital, LLC
Bremer Bank National Association
Noesis Capital Mangement Corp
Godsey & Gibb Associates
Confluence Wealth Services, Inc.
Pasadena Private Wealth, LLC
Legacy Capital Partners, Inc.
TTIFX - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares
Krs Capital Management, Llc
Total Clarity Wealth Management, Inc.
Johnson Midwest Financial, LLC
Praetorian Wealth Management, Inc.
Consolidated Planning Corp
Delos Wealth Advisors, LLC
Systematic Alpha Investments, LLC
Greenleaf Trust
D'Orazio & Associates, Inc.
Grace Capital
Ritter Daniher Financial Advisory, Llc
Detalus Advisors, LLC
Wetherby Asset Management Inc
Angeles Investment Advisors, LLC
Bingham Osborn & Scarborough Llc
Athanor Capital, Lp
Pinnacle Private Wealth, LLC
Harvest Fund Management Co., Ltd
Summit Financial Group, Inc.
Goldstream Capital Management Ltd
Inverness Counsel Llc /ny/
Stuart Chaussee & Associates, Inc.
Cape Ann Savings Bank
Insight Folios Inc
Aprio Wealth Management, LLC
Ogorek Anthony Joseph /ny/ /adv
BLB&B Advisors, LLC
Colton Groome Financial Advisors, Llc
Ellenbecker Investment Group
QALTX - Quantified Alternative Investment Fund Investor Class Shares
Diversified Trust Co
Jag Capital Management, Llc
Trexquant Investment LP
GW&K Investment Management, LLC
Bayesian Capital Management, LP
Wolverine Trading, Llc
Quattro Financial Advisors Llc
Cavalier Investments, LLC
Quantitative Investment Management, LLC
Condor Capital Management
Teamwork Financial Advisors, LLC
CenterStar Asset Management, LLC
Hallmark Capital Management Inc
Cumberland Partners Ltd
Bank Hapoalim Bm
SG Americas Securities, LLC
Starfox Financial Services, LLC
Asset Planning Services, Ltd.
KC Investment Advisors, LLC
Fsb Premier Wealth Management, Inc.
Quantbot Technologies LP
American International Group, Inc.
Capital Bank & Trust Co
IAM Advisory, LLC
Janney Capital Management LLC
Baron Silver Stevens Financial Advisors, Llc
Renaissance Group Llc
Offit Capital Advisors Llc
Naviter Wealth, LLC
Alpine Global Management, LLC
Fortress Wealth Management, Inc.
Virtue Capital Management, LLC
Capital One Financial Corp
Jump Financial, LLC
Allegheny Financial Group LTD
Livingston Group Asset Management CO (operating as Southport Capital Management)
Williams Financial, LLC
Berman Capital Advisors, LLC
Jacobi Capital Management LLC
blooom, inc.
Avestar Capital, LLC
Paulson Wealth Management Inc.
Edgestream Partners, L.P.
First Capital Advisors Group, LLC.
Ares Management Llc
Fortem Financial Group, Llc
Absolute Capital Management, LLC
Advisors Preferred, LLC
Virtu Financial LLC
Investment House Llc
Onyx Bridge Wealth Group LLC
StoneX Group Inc.
Goodwin Investment Advisory
Studio Investment Management Llc
Berkshire Bank
Brightworth
Bedell Frazier Investment Counseling, LLC
Financial Enhancement Group LLC
Voya Financial Advisors, Inc.
Cornerstone Advisory, LLC
Rather & Kittrell, Inc.
Stonnington Group, Llc
RWM Asset Management, LLC
LexAurum Advisors, LLC
Silvercrest Asset Management Group Llc
EWG Elevate Inc.
Quadrant Private Wealth Management, LLC
Norwood Financial Corp
PFG Advisors
Schroder Investment Management Group
Sowell Financial Services LLC
Halbert Hargrove Global Advisors, Llc
Lebenthal Global Advisors, LLC
NorthCoast Asset Management LLC
Sentinel Trust Co Lba
Truadvice, LLC
North Star Asset Management Inc
Meridian Wealth Partners, LLC
Shore Point Advisors, LLC
Robbins Farley Llc
Eubel Brady & Suttman Asset Management Inc
Kowal Investment Group, LLC
Transparent Wealth Partners LLC
Asio Capital, LLC
Alpha Cubed Investments, LLC
Red Door Wealth Management, LLC
Pittenger & Anderson Inc
Capital Wealth Management, Llc
Brown Advisory Securities, LLC
Baker Boyer National Bank
Bellwether Advisors, LLC
WP Advisors, LLC
Voloridge Investment Management, Llc
Investors Financial Group, LLC
EPG Wealth Management LLC
Truvestments Capital Llc
High Falls Advisors, Inc
Balentine LLC
Solstein Capital, LLC
Clarkston Capital Partners, LLC
Applied Capital LLC
True North Advisors, LLC
Eagle Bay Advisors LLC
Verition Fund Management LLC
Comprehensive Financial Consultants Institutional, Inc.
Verity Asset Management, Inc.
NWK Group, Inc.
BHF RG Capital Inc.
Tru Independence Asset Management 2, Llc
Parcion Private Wealth LLC
Bridgewater Advisors Inc.
Renaissance Technologies Llc
Enterprise Financial Services Corp
Capital Fund Management S.a.
Atlas Private Wealth Advisors
Prelude Capital Management, Llc
Prelude Capital Management, Llc
Capital Fund Management S.a.
Empirical Asset Management, LLC
Rfg Holdings, Inc.
Wolverine Trading, Llc
Matthew Goff Investment Advisor, LLC
Sage Advisory Services, Ltd.Co.
Triumph Capital Management
Benjamin Edwards Inc
Barnett & Company, Inc.
Clark Capital Management Group, Inc.
Retirement Income Solutions, Inc
Tobias Financial Advisors, Inc.
Capital Fund Management S.a.
Pinnacle Family Advisors, LLC
Ahl Investment Management, Inc.
Wolverine Trading, Llc
IronBridge Private Wealth, LLC
Goelzer Investment Management, Inc.
jvl associates llc
Schneider Downs Wealth Management Advisors, LP
Welch & Forbes Llc
Twin Tree Management, LP
Twin Tree Management, LP
Friedenthal Financial

Recent Quarter 439 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)	8,638,304	91.11	8,306,304	108.37
Wealthfront Advisers Llc	5,794,451	91.11	5,861,357	108.37
Wealth Enhancement Advisory Services, Llc	1,506,627	92.07	1,414,263	109.95
Millburn Ridgefield Corp	1,289,954	91.11	980,475	108.37
Truist Financial Corp	1,070,510	91.11	2,918,113	108.37
Pure Financial Advisors, Inc.	886,665	91.11	839,467	108.37
First Command Financial Services, Inc.	836,981	91.11	402,180	108.37
First Command Bank	836,981	91.11	402,180	108.37
NextCapital Advisers, Inc.	806,002	91.11	774,488	109.71
Commonwealth Equity Services, Llc	717,806	91.11	764,167	108.37
RTD Financial Advisors, Inc.	640,497	91.11	667,375	108.37
LifeGuide Financial Advisors, LLC	450,815	91.11	425,718	108.37
Capital Advisors Inc/ok	384,533	91.11	384,588	108.37
Conservest Capital Advisors, Inc.	312,989	91.11	292,132	108.37
Massmutual Trust Co Fsb/adv	310,407	0.09	341,749	0.11
Cambridge Investment Research Advisors, Inc.	289,825	91.11	309,749	108.37
Chandler Asset Management, Inc.	276,120	91110.00	276,545	108370.00
SMIDX - SMI Dynamic Allocation Fund	260,010	103.94	265,610	106.24
VGRLX - Vanguard Global ex-U.S. Real Estate Index Fund Admiral	250,514	103.94	250,514	106.24
First Financial Bank - Trust Division	249,574	91.11	247,852	108.37

Recent Quarter 7 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Arkadios Wealth Advisors	28,137	0.11	30,620	0.10
Waypoint Capital Advisors, LLC	14,824	91.14	0
Family CFO Inc	12,753	91110.01	11,385	108.39
Trust Co Of Vermont	3,080	91.23	0
Amplius Wealth Advisors, LLC	2,870	90.94	0
Exchange Traded Concepts, Llc	1,947	90.91	0
ACG Wealth	1,749	90.91	0

Recent Quarter 203 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
First Command Financial Services, Inc.	434,801	836,981	91.11	402,180	108.37	108.11
First Command Bank	434,801	836,981	91.11	402,180	108.37	108.11
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)	332,000	8,638,304	91.11	8,306,304	108.37	4.00
Millburn Ridgefield Corp	309,479	1,289,954	91.11	980,475	108.37	31.56
Bogart Wealth, LLC	190,247	190,719	91.11	472	108.05	40306.57
Gunma Bank,Ltd.	93,000	185,000	91.11	92,000	108.37	101.09
Wealth Enhancement Advisory Services, Llc	92,364	1,506,627	92.07	1,414,263	109.95	6.53
West Financial Advisors, LLC	74,563	83,577	91.11	9,014	108.39	827.19
QAI - IQ Hedge Multi-Strategy Tracker ETF	53,146	67,406	103.94	14,260	106.24	372.69
Pure Financial Advisors, Inc.	47,198	886,665	91.11	839,467	108.37	5.62
Old National Bancorp /in/	40,456	45,948	91.10	5,492	108.34	736.64
Juncture Wealth Strategies, Llc	34,370	39,678	91.11	5,308	108.33	647.51
NextCapital Advisers, Inc.	31,514	806,002	91.11	774,488	109.71	4.07
Waller Financial Planning Group, Inc	28,299	30,284	91.10	1,985	108.31	1425.64
Tanglewood Wealth Management, Inc.	25,338	236,089	91.11	210,751	108.37	12.02
LifeGuide Financial Advisors, LLC	25,097	450,815	91.11	425,718	108.37	5.90
Conservest Capital Advisors, Inc.	20,857	312,989	91.11	292,132	108.37	7.14
Jmac Enterprises Llc	19,938	37,890	91.11	17,952	108.34	111.06
Falcon Wealth Planning	15,860	130,817	91.11	114,957	116.01	13.80
Aspiriant, Llc	15,424	50,347	91.09	34,923	108.32	44.17

Recent Quarter 184 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Beacon Capital Management, Inc.	2,093,124	26,709	91.09	2,119,833	108.37	-98.74
Truist Financial Corp	1,847,603	1,070,510	91.11	2,918,113	108.37	-63.31
Brookstone Capital Management	139,571	136,009	92.08	275,580	108.60	-50.65
Elm Partners Management LLC	97,139	140,856	91.11	237,995	108.37	-40.82
GenTrust, LLC	76,456	2,782	90.94	79,238	108.37	-96.49
Grant/GrossMendelsohn, LLC	75,563	5,549	91.37	81,112	110.64	-93.16
Trilogy Capital Inc.	75,563	96,044	91.11	171,607	108.37	-44.03
Wealthfront Advisers Llc	66,906	5,794,451	91.11	5,861,357	108.37	-1.14
Commonwealth Equity Services, Llc	46,361	717,806	91.11	764,167	108.37	-6.07
Massmutual Trust Co Fsb/adv	31,342	310,407	0.09	341,749	0.11	-9.17
Umb Bank N A/mo	29,525	202,001	91.11	231,526	108.37	-12.75
RTD Financial Advisors, Inc.	26,878	640,497	91.11	667,375	108.37	-4.03
First American Trust, Fsb	26,618	25,983	91.14	52,601	108.36	-50.60
Private Advisor Group, LLC	21,843	226,268	91.11	248,111	108.37	-8.80
Sabal Trust CO	21,433	33,320	91.12	54,753	108.38	-39.14
Lutz Financial Services LLC	20,260	86,404	91.11	106,664	108.37	-18.99
Cambridge Investment Research Advisors, Inc.	19,924	289,825	91.11	309,749	108.37	-6.43
Signature Securities Group Corporation	11,244	46,713	91.09	57,957	108.36	-19.40
Brio Consultants, LLC	10,531	36,832	91.09	47,363	108.38	-22.23
Retirement Planning Group	9,471	7,070	91.09	16,541	108.40	-57.26

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 2 Previous Institutes closed Call Positions

Name	Previous Calls
Prelude Capital Management, Llc	0
Twin Tree Management, LP	0

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 1 Institutes Increased Short Positions

Name
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 1 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease
Paladin Advisory Group, LLC	770	2,171	2,941	-26.18

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 13 New Institutes added position

Name	Shares	PPS
Aurora Private Wealth, Inc.	99,816	0.31
Walker Asset Management, LLC	98,714	99.59
Cypress Financial Planning Llc	72,586	91.11
Consolidated Capital Management, Llc	34,445	91.10
Hollencrest Capital Management	13,527	91.08
Sage Financial Group Inc	3,503	91.06
Libra Wealth Llc	3,470	91.07
HighTower Trust Services, LTA	3,250	351.08
Momentum Advisors, LLC	2,541	91.30
Spinnaker Trust	2,431	90.91
Bristlecone Advisors, LLC	2,204	91.20
Darrow Company, Inc.	383	88.77
American Research & Management Co.	68	88.24

Past Week 18 Institutes closed out their positions

Name	Shares	PPS
Richwood Investment Advisors, LLC	1,865	108.31
Woodley Farra Manion Portfolio Management Inc	2,100	108.57
Blossom Wealth Management	2,047	108.45
Howland Capital Management Llc	2,131	108.40
Hnp Capital Llc	2,769	108.34
Lake Hills Wealth Management, LLC	2,705	108.32
Everett Harris & Co /ca/	1,965	108.40
Charles Schwab Trust Co	1,962	108.56
Tradewinds Capital Management, LLC	234	106.84
Round Rock Advisors, LLC	2,186	108.42
Landmark Wealth Management, LLC	2,823	108.40
Aaron Wealth Advisors LLC	131,669	9.23
Gemmer Asset Management LLC	820	107.32
Sumitomo Life Insurance Co	416,000	108.37
Financial Connections Group, Inc.	301	106.31
Center For Asset Management LLC	2,106	108.26
Bank Of Stockton	4,003	108.42
Ameraudi Asset Management, Inc.	19,261	108.35

Past Week 156 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)	8,638,304	91.11	8,306,304	108.37
Wealthfront Advisers Llc	5,794,451	91.11	5,861,357	108.37
Truist Financial Corp	1,070,510	91.11	2,918,113	108.37
First Command Financial Services, Inc.	836,981	91.11	402,180	108.37
First Command Bank	836,981	91.11	402,180	108.37
RTD Financial Advisors, Inc.	640,497	91.11	667,375	108.37
JNBA Financial Advisors	245,120	91.11	234,328	108.37
Tanglewood Wealth Management, Inc.	236,089	91.11	210,751	108.37
Phillips Financial Management, Llc	210,505	91.11	217,159	108.40
Umb Bank N A/mo	202,001	91.11	231,526	108.37
Bogart Wealth, LLC	190,719	91.11	472	108.05
Gunma Bank,Ltd.	185,000	91.11	92,000	108.37
Moller Financial Services	178,425	91.11	176,458	108.37
Trust Co Of Virginia /va	174,873	91.11	171,273	108.37
Falcon Wealth Planning	130,817	91.11	114,957	116.01
Peterson Wealth Advisors, LLC	118,133	91.11	111,382	108.37
Rainwater Charitable Foundation	105,508	91.11	105,508	108.37
Stratos Wealth Partners, LTD.	99,808	91.11	100,242	108.37
Trilogy Capital Inc.	96,044	91.11	171,607	108.37
Central Bank & Trust Co	94,645	91.11	100,319	108.36
Galvin, Gaustad & Stein, LLC	89,232	91.11	89,533	108.37
Enterprise Trust & Investment Co	88,115	91.11	89,804	108.37
BCR Wealth Strategies, LLC	87,462	91.11	87,998	108.37
Lutz Financial Services LLC	86,404	91.11	106,664	108.37
Neumann Capital Management, LLC	73,852	91.11	75,052	108.36
Autus Asset Management, LLC	72,088	91.11	68,641	108.38
Marotta Asset Management	70,737	92.75	60,897	108.36
Campion Asset Management LLC	63,024	91.11	68,201	108.37
Magnolia Wealth Management, LLC	61,793	91.11	59,471	108.37
Stratos Wealth Advisors, LLC	60,972	91.11	63,140	108.38
Private Ocean, LLC	57,550	91.10	58,009	108.36
LS Investment Advisors, LLC	55,858	91.11	54,078	108.36
Spire Wealth Management	52,905	91.11	61,877	108.46
Financial Futures Ltd Liability Co.	51,511	91.11	48,984	108.36
Aspiriant, Llc	50,347	91.09	34,923	108.32
Regions Financial Corp	49,049	91.11	47,647	108.36
SignalPoint Asset Management, LLC	47,462	91.10	45,481	108.37
Signature Securities Group Corporation	46,713	91.09	57,957	108.36
Rye Brook Capital LLC	46,500	91.12	46,500	108.37
Sandy Spring Bank	46,336	91.10	41,617	108.37
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. Class A	46,320	99.07	46,320	102.55
Old National Bancorp /in/	45,948	91.10	5,492	108.34
Coastline Trust Co	45,778	91.11	47,671	108.37
Hemington Wealth Management	41,861	91.11	43,146	108.38
BTC Capital Management, Inc.	39,501	91.11	24,597	108.39
VYGNX - Voya Global Multi-Asset Fund Class R6	39,199	99.06	40,137	102.55
Ziegler Capital Management, LLC	38,268	91.12	38,268	108.37
Jmac Enterprises Llc	37,890	91.11	17,952	108.34
Orion Capital Management LLC	36,122	91.11	31,793	108.36
FirstPurpose Wealth LLC	34,561	91.11	29,968	108.38
First Personal Financial Services	34,059	91.11	34,358	108.36
Maryland Capital Advisors Inc.	34,010	91.12	35,560	108.38
Sanctuary Wealth Management, L.L.C.	31,126	91.11	31,777	108.38
Bank Julius Baer & Co. Ltd, Zurich	29,973	91.12	20,275	108.36
Family Legacy, Inc.	29,908	91.51	25,412	108.37
Savant Capital, LLC	29,903	91.09	27,381	108.36
Liberty Capital Management, Inc.	29,511	91.12	19,821	108.37
White Lighthouse Investment Management Inc.	28,986	91.11	29,368	108.38
Beacon Capital Management, Inc.	26,709	91.09	2,119,833	108.37
Bowling Portfolio Management LLC	25,380	91.10	24,369	108.38
Edmonds Duncan Registered Investment Advisors, LLC	25,300	91.11	25,576	108.38
Litman Gregory Asset Management LLC	24,656	91.09	29,272	108.36
Sequoia Financial Advisors, LLC	24,580	91.13	25,142	108.38
Wedbush Securities Inc	24,019	91.09	26,477	108.36
Websterrogers Financial Advisors, Llc	22,947	91.12	14,296	110.45
Lester Murray Antman dba SimplyRich	20,227	91.07	20,426	108.34
WASHINGTON TRUST Co	18,807	91.14	19,827	108.39
Dixon Hubard Feinour & Brown Inc/va	18,746	91.11	18,605	108.36
Foster Group, Inc.	18,543	91.09	18,907	108.37
Covenant Asset Management, LLC	17,655	91.14	17,558	108.38
First Hawaiian Bank	17,556	91.08	24,402	108.39
Ml & R Wealth Management Llc	15,644	91.09	9,107	108.38
Geneos Wealth Management Inc.	15,350	92.70	16,166	108.31
CWA Asset Management Group, LLC	15,191	91.11	15,066	108.39
Round Table Services, LLC	14,857	91.14	15,583	108.39
Institute for Wealth Management, LLC.	14,721	91.09	13,262	108.35
SNS Financial Group, LLC	14,490	91.10	15,301	108.36
Next Capital Management LLC	14,224	91.04	14,224	108.34
Freedom Day Solutions, LLC	13,276	91.14	9,644	108.36
Conning Inc.	12,615	91.08	10,707	108.34
Baker Ellis Asset Management LLC	12,503	91.10	12,953	108.39
Mcdonald Partners Llc	11,928	91.13	11,877	108.36
Canal Capital Management, LLC	11,380	91.12	7,735	108.34
CRA Financial Services, LLC	11,352	91.09	11,539	108.41
First National Bank Sioux Falls	11,240	91.10	10,890	108.36
SOL Capital Management CO	11,065	91.10	10,975	108.34
Steward Financial Group LLC	10,122	91.09	5,490	108.20
Briggs Advisory Group, Inc.	10,113	91.07	10,201	108.42
Annapolis Financial Services, LLC	9,637	91.11	6,890	108.27
Chesapeake Wealth Management	8,976	91.13	8,934	108.35
BKD Wealth Advisors, LLC	8,953	91.14	5,631	108.33
Capital Insight Partners, Llc	8,941	91.15	8,871	108.33
PBMares Wealth Management LLC	8,565	91.07	6,494	108.41
Hengehold Capital Management Llc	8,319	91.12	7,645	108.31
Prosperity Consulting Group, LLC	8,266	91.10	7,982	108.37
Beacon Financial Advisory LLC	8,131	91.13	8,464	108.34
Thompson Siegel & Walmsley Llc	7,983	91.07	9,772	108.37
Aevitas Wealth Management, Inc.	7,947	91.10	8,019	108.37
Conrad Siegel Investment Advisors, Inc.	7,787	91.18	7,787	108.39
Toth Financial Advisory Corp	7,521	91.08	7,521	108.36
McElhenny Sheffield Capital Management, LLC	6,940	91.07	7,824	108.38
GSB Wealth Management, LLC	6,487	91.11	6,840	108.33
Winthrop Advisory Group LLC	6,246	91.10	7,057	108.40
Hexagon Capital Partners LLC	6,168	91.12	6,700	108.36
KG&L Capital Management,LLC	5,993	91.11	6,013	108.43
Patton Albertson Miller Group, Llc	5,879	91.17	5,879	108.35
Grant/GrossMendelsohn, LLC	5,549	91.37	81,112	110.64
Alliance Wealth Advisors, LLC	5,506	91.17	4,678	108.38
Edge Wealth Management LLC	5,000	91.20	5,000	108.40
Intelligence Driven Advisers, LLC	4,947	92.38	5,147	109.58
Charter Oak Capital Management, LLC	4,747	91.00	3,614	115.94
Washington Trust Advisors, Inc.	4,515	91.03	4,953	108.42
Regal Wealth Group, Inc.	4,310	91.18	4,297	108.68
Canvas Wealth Advisors, LLC	4,179	91.17	4,297	102.63
Morris Financial Concepts, Inc.	4,153	91.02	4,564	108.46
Retirement Guys Formula Llc	4,013	91.20	5,488	108.42
AGIAX - AB Tax-Managed All Market Income Portfolio Class A	3,919	99.00	7,406	102.48
Atlantic Union Bankshares Corp	3,717	91.20	3,717	108.42
Harbour Capital Advisors, LLC	3,500	91.14	3,500	108.29
MRKYX - AB All Market Income Portfolio Advisor Class	3,339	99.13	6,448	102.51
Lee Danner & Bass Inc	3,331	91.26	2,265	108.61
Cooper/haims Advisors, Llc	3,245	91.22	3,307	108.26
Bnc Wealth Management, Llc	3,213	91.19	3,261	108.25
Lincoln Capital LLC	3,103	91.20	3,103	108.28
Beacon Investment Advisory Services, Inc.	3,086	91.06	3,013	108.53
Franklin, Parlapiano, Turner & Welch, LLC	3,067	90.97	3,067	108.25
Leonard Rickey Investment Advisors P.L.L.C.	3,062	91.12	3,121	108.30
Boston Trust Walden Corp	2,881	90.94	2,881	108.30
Courier Capital Llc	2,798	91.14	2,769	108.34
GenTrust, LLC	2,782	90.94	79,238	108.37
Weaver Consulting Group	2,662	91.28	2,662	108.19
Life Planning Partners, Inc	2,573	90.94	2,552	108.54
Fort Pitt Capital Group, Llc	2,571	91.02	2,356	108.23
Accredited Investors Inc.	2,412	91.21	2,410	108.30
Element Wealth, LLC	2,383	91.06	2,383	108.27
HBC Financial Services, PLLC	2,370	92083.97	2,322	107679.59
Cadence Bank Na	2,273	91.07	2,273	108.23
Arrow Financial Corp	2,175	91.03	2,466	108.68
Garland Capital Management Inc	2,042	91.09	2,340	108.55
Macroview Investment Management Llc	1,909	91.15	1,821	108.18
Ballast Advisors Llc	1,383	91.11	1,351	108.07
Capital Investment Advisory Services, LLC	1,379	91.37	1,009	108.03
Proffitt & Goodson Inc	1,152	91.15	2,019	108.47
JTC Employer Solutions Trusteee Ltd	1,000	91.00	1,000	108.00
Founders Capital Management	1,000	91.00	1,000	116.00
Townsend Asset Management Corp /nc/ /adv	968	90.91	967	108.58
Hc Financial Advisors Inc	920	91.30	970	108.25
Capital Investment Counsel, Inc	594	90.91	856	108.64
Pacifica Partners Inc.	580	93.10	580	103.45
Investors Research Corp	397	90.68	342	108.19
Oak Harbor Wealth Partners, Llc	390	92.31	390	107.69
PrairieView Partners, LLC	259	92.66	261	107.28
Ulland Investment Advisors, LLC	235	89.36	235	106.38
Lakeview Capital Partners, LLC	161	93.17	201	109.45
Coastal Capital Group, Inc.	134	89.55	134	104.48
Legacy Bridge, LLC	82	85.37	82	109.76

Past Week 4 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Family CFO Inc	12,753	91110.01	11,385	108.39
Trust Co Of Vermont	3,080	91.23	0
Amplius Wealth Advisors, LLC	2,870	90.94	0
Exchange Traded Concepts, Llc	1,947	90.91	0

Past Week 69 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
First Command Bank	434,801	836,981	91.11	402,180	108.37	108.11
First Command Financial Services, Inc.	434,801	836,981	91.11	402,180	108.37	108.11
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)	332,000	8,638,304	91.11	8,306,304	108.37	4.00
Bogart Wealth, LLC	190,247	190,719	91.11	472	108.05	40306.57
Gunma Bank,Ltd.	93,000	185,000	91.11	92,000	108.37	101.09
Old National Bancorp /in/	40,456	45,948	91.10	5,492	108.34	736.64
Tanglewood Wealth Management, Inc.	25,338	236,089	91.11	210,751	108.37	12.02
Jmac Enterprises Llc	19,938	37,890	91.11	17,952	108.34	111.06
Falcon Wealth Planning	15,860	130,817	91.11	114,957	116.01	13.80
Aspiriant, Llc	15,424	50,347	91.09	34,923	108.32	44.17
BTC Capital Management, Inc.	14,904	39,501	91.11	24,597	108.39	60.59
JNBA Financial Advisors	10,792	245,120	91.11	234,328	108.37	4.61
Marotta Asset Management	9,840	70,737	92.75	60,897	108.36	16.16
Bank Julius Baer & Co. Ltd, Zurich	9,698	29,973	91.12	20,275	108.36	47.83
Liberty Capital Management, Inc.	9,690	29,511	91.12	19,821	108.37	48.89
Websterrogers Financial Advisors, Llc	8,651	22,947	91.12	14,296	110.45	60.51
Peterson Wealth Advisors, LLC	6,751	118,133	91.11	111,382	108.37	6.06
Ml & R Wealth Management Llc	6,537	15,644	91.09	9,107	108.38	71.78
Sandy Spring Bank	4,719	46,336	91.10	41,617	108.37	11.34
Steward Financial Group LLC	4,632	10,122	91.09	5,490	108.20	84.37
FirstPurpose Wealth LLC	4,593	34,561	91.11	29,968	108.38	15.33
Family Legacy, Inc.	4,496	29,908	91.51	25,412	108.37	17.69
Orion Capital Management LLC	4,329	36,122	91.11	31,793	108.36	13.62
Canal Capital Management, LLC	3,645	11,380	91.12	7,735	108.34	47.12
Freedom Day Solutions, LLC	3,632	13,276	91.14	9,644	108.36	37.66
Trust Co Of Virginia /va	3,600	174,873	91.11	171,273	108.37	2.10
Autus Asset Management, LLC	3,447	72,088	91.11	68,641	108.38	5.02
BKD Wealth Advisors, LLC	3,322	8,953	91.14	5,631	108.33	58.99
Trust Co Of Vermont	3,080	3,080	91.23	0		0.00
Amplius Wealth Advisors, LLC	2,870	2,870	90.94	0		0.00
Annapolis Financial Services, LLC	2,747	9,637	91.11	6,890	108.27	39.87
Financial Futures Ltd Liability Co.	2,527	51,511	91.11	48,984	108.36	5.16
Savant Capital, LLC	2,522	29,903	91.09	27,381	108.36	9.21
Magnolia Wealth Management, LLC	2,322	61,793	91.11	59,471	108.37	3.90
PBMares Wealth Management LLC	2,071	8,565	91.07	6,494	108.41	31.89
SignalPoint Asset Management, LLC	1,981	47,462	91.10	45,481	108.37	4.36
Moller Financial Services	1,967	178,425	91.11	176,458	108.37	1.11
Exchange Traded Concepts, Llc	1,947	1,947	90.91	0		0.00
Conning Inc.	1,908	12,615	91.08	10,707	108.34	17.82
LS Investment Advisors, LLC	1,780	55,858	91.11	54,078	108.36	3.29
Institute for Wealth Management, LLC.	1,459	14,721	91.09	13,262	108.35	11.00
Regions Financial Corp	1,402	49,049	91.11	47,647	108.36	2.94
Family CFO Inc	1,368	12,753	91110.01	11,385	108.39	12.02
Charter Oak Capital Management, LLC	1,133	4,747	91.00	3,614	115.94	31.35
Lee Danner & Bass Inc	1,066	3,331	91.26	2,265	108.61	47.06
Bowling Portfolio Management LLC	1,011	25,380	91.10	24,369	108.38	4.15
Alliance Wealth Advisors, LLC	828	5,506	91.17	4,678	108.38	17.70
Hengehold Capital Management Llc	674	8,319	91.12	7,645	108.31	8.82
Capital Investment Advisory Services, LLC	370	1,379	91.37	1,009	108.03	36.67
First National Bank Sioux Falls	350	11,240	91.10	10,890	108.36	3.21
Prosperity Consulting Group, LLC	284	8,266	91.10	7,982	108.37	3.56
Fort Pitt Capital Group, Llc	215	2,571	91.02	2,356	108.23	9.13
Dixon Hubard Feinour & Brown Inc/va	141	18,746	91.11	18,605	108.36	0.76
CWA Asset Management Group, LLC	125	15,191	91.11	15,066	108.39	0.83
Covenant Asset Management, LLC	97	17,655	91.14	17,558	108.38	0.55
SOL Capital Management CO	90	11,065	91.10	10,975	108.34	0.82
Macroview Investment Management Llc	88	1,909	91.15	1,821	108.18	4.83
Beacon Investment Advisory Services, Inc.	73	3,086	91.06	3,013	108.53	2.42
Capital Insight Partners, Llc	70	8,941	91.15	8,871	108.33	0.79
Investors Research Corp	55	397	90.68	342	108.19	16.08
Mcdonald Partners Llc	51	11,928	91.13	11,877	108.36	0.43
HBC Financial Services, PLLC	48	2,370	92083.97	2,322	107679.59	2.07
Chesapeake Wealth Management	42	8,976	91.13	8,934	108.35	0.47
Ballast Advisors Llc	32	1,383	91.11	1,351	108.07	2.37
Courier Capital Llc	29	2,798	91.14	2,769	108.34	1.05
Life Planning Partners, Inc	21	2,573	90.94	2,552	108.54	0.82
Regal Wealth Group, Inc.	13	4,310	91.18	4,297	108.68	0.30
Accredited Investors Inc.	2	2,412	91.21	2,410	108.30	0.08
Townsend Asset Management Corp /nc/ /adv	1	968	90.91	967	108.58	0.10

Past Week 67 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Beacon Capital Management, Inc.	2,093,124	26,709	91.09	2,119,833	108.37	-98.74
Truist Financial Corp	1,847,603	1,070,510	91.11	2,918,113	108.37	-63.31
GenTrust, LLC	76,456	2,782	90.94	79,238	108.37	-96.49
Grant/GrossMendelsohn, LLC	75,563	5,549	91.37	81,112	110.64	-93.16
Trilogy Capital Inc.	75,563	96,044	91.11	171,607	108.37	-44.03
Wealthfront Advisers Llc	66,906	5,794,451	91.11	5,861,357	108.37	-1.14
Umb Bank N A/mo	29,525	202,001	91.11	231,526	108.37	-12.75
RTD Financial Advisors, Inc.	26,878	640,497	91.11	667,375	108.37	-4.03
Lutz Financial Services LLC	20,260	86,404	91.11	106,664	108.37	-18.99
Signature Securities Group Corporation	11,244	46,713	91.09	57,957	108.36	-19.40
Spire Wealth Management	8,972	52,905	91.11	61,877	108.46	-14.50
First Hawaiian Bank	6,846	17,556	91.08	24,402	108.39	-28.06
Phillips Financial Management, Llc	6,654	210,505	91.11	217,159	108.40	-3.06
Central Bank & Trust Co	5,674	94,645	91.11	100,319	108.36	-5.66
Campion Asset Management LLC	5,177	63,024	91.11	68,201	108.37	-7.59
Litman Gregory Asset Management LLC	4,616	24,656	91.09	29,272	108.36	-15.77
AGIAX - AB Tax-Managed All Market Income Portfolio Class A	3,487	3,919	99.00	7,406	102.48	-47.08
MRKYX - AB All Market Income Portfolio Advisor Class	3,109	3,339	99.13	6,448	102.51	-48.22
Wedbush Securities Inc	2,458	24,019	91.09	26,477	108.36	-9.28
Stratos Wealth Advisors, LLC	2,168	60,972	91.11	63,140	108.38	-3.43
Coastline Trust Co	1,893	45,778	91.11	47,671	108.37	-3.97
Thompson Siegel & Walmsley Llc	1,789	7,983	91.07	9,772	108.37	-18.31
Enterprise Trust & Investment Co	1,689	88,115	91.11	89,804	108.37	-1.88
Maryland Capital Advisors Inc.	1,550	34,010	91.12	35,560	108.38	-4.36
Retirement Guys Formula Llc	1,475	4,013	91.20	5,488	108.42	-26.88
Hemington Wealth Management	1,285	41,861	91.11	43,146	108.38	-2.98
Neumann Capital Management, LLC	1,200	73,852	91.11	75,052	108.36	-1.60
WASHINGTON TRUST Co	1,020	18,807	91.14	19,827	108.39	-5.14
VYGNX - Voya Global Multi-Asset Fund Class R6	938	39,199	99.06	40,137	102.55	-2.34
McElhenny Sheffield Capital Management, LLC	884	6,940	91.07	7,824	108.38	-11.30
Proffitt & Goodson Inc	867	1,152	91.15	2,019	108.47	-42.94
Geneos Wealth Management Inc.	816	15,350	92.70	16,166	108.31	-5.05
SNS Financial Group, LLC	811	14,490	91.10	15,301	108.36	-5.30
Winthrop Advisory Group LLC	811	6,246	91.10	7,057	108.40	-11.49
Round Table Services, LLC	726	14,857	91.14	15,583	108.39	-4.66
Sanctuary Wealth Management, L.L.C.	651	31,126	91.11	31,777	108.38	-2.05
Sequoia Financial Advisors, LLC	562	24,580	91.13	25,142	108.38	-2.24
BCR Wealth Strategies, LLC	536	87,462	91.11	87,998	108.37	-0.61
Hexagon Capital Partners LLC	532	6,168	91.12	6,700	108.36	-7.94
Private Ocean, LLC	459	57,550	91.10	58,009	108.36	-0.79
Baker Ellis Asset Management LLC	450	12,503	91.10	12,953	108.39	-3.47
Washington Trust Advisors, Inc.	438	4,515	91.03	4,953	108.42	-8.84
Stratos Wealth Partners, LTD.	434	99,808	91.11	100,242	108.37	-0.43
Morris Financial Concepts, Inc.	411	4,153	91.02	4,564	108.46	-9.01
White Lighthouse Investment Management Inc.	382	28,986	91.11	29,368	108.38	-1.30
Foster Group, Inc.	364	18,543	91.09	18,907	108.37	-1.93
GSB Wealth Management, LLC	353	6,487	91.11	6,840	108.33	-5.16
Beacon Financial Advisory LLC	333	8,131	91.13	8,464	108.34	-3.93
Galvin, Gaustad & Stein, LLC	301	89,232	91.11	89,533	108.37	-0.34
First Personal Financial Services	299	34,059	91.11	34,358	108.36	-0.87
Garland Capital Management Inc	298	2,042	91.09	2,340	108.55	-12.74
Arrow Financial Corp	291	2,175	91.03	2,466	108.68	-11.80
Edmonds Duncan Registered Investment Advisors, LLC	276	25,300	91.11	25,576	108.38	-1.08
Capital Investment Counsel, Inc	262	594	90.91	856	108.64	-30.61
Intelligence Driven Advisers, LLC	200	4,947	92.38	5,147	109.58	-3.89
Lester Murray Antman dba SimplyRich	199	20,227	91.07	20,426	108.34	-0.97
CRA Financial Services, LLC	187	11,352	91.09	11,539	108.41	-1.62
Canvas Wealth Advisors, LLC	118	4,179	91.17	4,297	102.63	-2.75
Briggs Advisory Group, Inc.	88	10,113	91.07	10,201	108.42	-0.86
Aevitas Wealth Management, Inc.	72	7,947	91.10	8,019	108.37	-0.90
Cooper/haims Advisors, Llc	62	3,245	91.22	3,307	108.26	-1.87
Leonard Rickey Investment Advisors P.L.L.C.	59	3,062	91.12	3,121	108.30	-1.89
Hc Financial Advisors Inc	50	920	91.30	970	108.25	-5.15
Bnc Wealth Management, Llc	48	3,213	91.19	3,261	108.25	-1.47
Lakeview Capital Partners, LLC	40	161	93.17	201	109.45	-19.90
KG&L Capital Management,LLC	20	5,993	91.11	6,013	108.43	-0.33
PrairieView Partners, LLC	2	259	92.66	261	107.28	-0.77

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