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 837 529.00 222.78 208.20
Previous Quarter 863 831.00 222.81 214.33

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 5 154 162 4 72 55
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 1 1 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 0 0 0 1 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 4 16 77 2 41 22
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 84 0.00 0.00 158,716 0.00 0.00
Previous Quarter 84 0.00 0.00 158,716 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
Morgan Stanley 2,080,594 222.81
Bank Of America Corp /de/ 2,061,972 222.81
Pnc Financial Services Group, Inc. 1,517,493 222.81
Assetmark, Inc 1,461,804 222.81
UBS Group AG 1,377,129 222.81
Wells Fargo & Company/mn 1,243,305 222.81
Tiaa, Fsb 976,755 221.99
Envestnet Asset Management Inc 939,484 222.81
Truepoint, Inc. 846,508 222.81
Cowa, Llc 806,502 0.02
Jones Financial Companies Lllp 744,077 221.25
LPL Financial LLC 505,326 222.81
Advisor Group Holdings, Inc. 445,368 203.54
Stephens Group Asset Management, Llc 441,410 179.79
First Republic Investment Management, Inc. 429,195 222.81
Stifel Financial Corp 420,868 222.82
Verity Asset Management, Inc. 380,346 0.01
Warren Averett Asset Management, LLC 374,600 222.81
Commonwealth Equity Services, Llc 357,186 175.38
Fmr Llc 353,517 222.81

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
Morgan Stanley 2,080,594 222.81
Bank Of America Corp /de/ 2,061,972 222.81
Pnc Financial Services Group, Inc. 1,517,493 222.81
Assetmark, Inc 1,461,804 222.81
UBS Group AG 1,377,129 222.81
Wells Fargo & Company/mn 1,243,305 222.81
Tiaa, Fsb 976,755 221.99
Envestnet Asset Management Inc 939,484 222.81
Truepoint, Inc. 846,508 222.81
Cowa, Llc 806,502 0.02
Jones Financial Companies Lllp 744,077 221.25
LPL Financial LLC 505,326 222.81
Advisor Group Holdings, Inc. 445,368 203.54
First Republic Investment Management, Inc. 429,195 222.81
Stifel Financial Corp 420,868 222.82
Stephens Group Asset Management, Llc 397,663 222.81
Verity Asset Management, Inc. 380,346 0.01
Warren Averett Asset Management, LLC 374,600 222.81
Exchange Traded Concepts, Llc 358,091 222.81
Fmr Llc 353,517 222.81

 

Recent Quarter Analysis

Name Shares PPS
Willis Johnson & Associates, Inc. 4,463 175.44
Benson Investment Management Company, Inc. 456 175.44
PSI Advisors, LLC 400 175.00
Field & Main Bank 121 173.55
Lake Point Wealth Management 2
Name Shares PPS
Bank Of America Corp /de/ 2,061,972 222.81
Exchange Traded Concepts, Llc 358,091 222.81
PFG Advisors 352,785 185.69
Moors & Cabot, Inc. 300,000 1.05
Homrich & Berg 16,381 236.31
Mid Atlantic Financial Management Inc/adv 14,162 236.34
Foundations Investment Advisors, LLC 11,355 213.74
Hochman Cole Investment Advisors, Inc. 7,125 236.35
Carroll Financial Associates, Inc. 6,991 256.76
Harborview Advisors, LLC 5,555 236.36
Ameritas Investment Corp 4,634 0.22
Orser Capital Management, Llc 3,060 222.88
Milestone Advisory Partners 1,708 223.07
Bell Rock Capital Llc 1,664 213.34
Scott Capital Advisors, LLC 1,445 222.84
IFP Advisors, Inc 1,326 255.66
Schneider Downs Wealth Management Advisors, LP 1,105 222.62
Aevitas Wealth Management, Inc. 1,105 222.62
Galvin, Gaustad & Stein, LLC 1,100 222.73
Castle Rock Wealth Management, LLC 1,039 217.52
Sigma Investment Counselors Inc 1,027 222.98
Brand Asset Management Group, Inc. 1,002 222.55
Qci Asset Management Inc/ny 1,000 236.00
Evanson Asset Management, LLC 988 222.67
Winthrop Advisory Group LLC 987 222.90
Fort Pitt Capital Group, Llc 967 222.34
TFG Advisers LLC 946 223.04
Asset Dedication, LLC 933 222.94
HBW Advisory Services LLC 925 222.70
Aurora Private Wealth, Inc. 920 222.83
Orin Green Financial, LLC 897 222.97
Bbva Usa 893 236.28
Herold Advisors, Inc. 350 222808.57
First Community Trust Na 348 224.14
Paladin Advisory Group, LLC 239 221.76
Heritage Wealth Management, Llc 118 237.29
West Bancorporation Inc 94 223.40
Atwood & Palmer Inc 65 215.38
Sonora Investment Management, LLC 60 233.33
BCR Wealth Strategies, LLC 52 230.77
Tfo-tdc, Llc 14 214.29
Tradewinds Capital Management, LLC 11 181.82
Wolverine Trading, Llc
Destination Wealth Management
Advanced Research Investment Solutions, Llc
Montag A & Associates Inc
CRA Financial Services, LLC
Parsons Capital Management Inc/ri
Howland Capital Management Llc
Vanguard Group Inc
Wellington Management Group Llp
Horizon Financial Services, Llc
Geneva Partners, LLC
Marino, Stram & Associates Llc
Integrity Financial Corp /WA
Cabana Llc
Armor Investment Advisors, LLC
Richwood Investment Advisors, LLC
StoneX Group Inc.
Arkadios Wealth Advisors
Vantage Financial Partners, LLC
Fiera Capital Corp
Telemus Capital, Llc
Wilbanks Smith & Thomas Asset Management Llc
Kings Point Capital Management
Stelac Advisory Services LLC
Bay Harbor Wealth Management, LLC
Liberty Wealth Management Llc
Douglass Winthrop Advisors, LLC
PFG Private Wealth Management, LLC
Americana Partners, LLC
Q3 Asset Management
Enterprise Financial Services Corp
Capital Advisors Wealth Management, LLC
Huntington National Bank
Ten Capital Wealth Advisors, LLC
Holloway Wealth Management, LLC
Vista Investment Management
Level Four Advisory Services, Llc
Peterson Wealth Management
Welch & Forbes Llc
Gerber Kawasaki Wealth & Investment Management
Confluence Wealth Services, Inc.
Cambridge Trust Co
Mitchell Mcleod Pugh & Williams Inc
BKD Wealth Advisors, LLC
Fisher Asset Management, LLC
Cahill Financial Advisors Inc
Lebenthal Global Advisors, LLC
Qube Research & Technologies Ltd
Corundum Group, Inc.
Wedbush Securities Inc
Global Trust Asset Management, LLC
Defined Wealth Management, Llc
Dakota Wealth Management
King Luther Capital Management Corp
Ironwood Financial, llc
Cypress Capital Management LLC (WY)
Motley Fool Wealth Management, LLC
Balentine LLC
Congress Wealth Management LLC / DE /
Centerpoint Advisors, LLC
Bridges Investment Management Inc
D. Scott Neal, Inc.
Capital Analysts, Inc.
SBK Financial, Inc.
Change Path, LLC
Pacitti Group Inc.
RWM Asset Management, LLC
Moloney Securities Asset Management, LLC
Arrow Investment Advisors, LLC
Moody National Bank Trust Division
Essex Savings Bank
JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV
Harvest Investment Services, LLC
Advisor Resource Council
Amplius Wealth Advisors, LLC
Sofos Investments, Inc.
Brio Consultants, LLC
First Command Financial Services, Inc.
Truvestments Capital Llc
Absolute Capital Management, LLC
Hm Payson & Co
Stonebridge Financial Planning Group, LLC
Doyle Wealth Management
Flagship Private Wealth, LLC
Jump Financial, LLC
Henrickson Nauta Wealth Advisors, Inc.
Mcdonald Partners Llc
Merriman Wealth Management, LLC
Freestone Capital Holdings, LLC
Krs Capital Management, Llc
IAG Wealth Partners, LLC
Calton & Associates, Inc.
Thompson Davis & Co., Inc.
Capital Asset Advisory Services LLC
Flow Traders U.s. Llc
Topel & Distasi Wealth Management, LLC
Jacobi Capital Management LLC
Fulton Bank, N.a.
Planned Solutions, Inc.
Red Door Wealth Management, LLC
Wolf Group Capital Advisors
Renaissance Technologies Llc
Ferris Capital, Llc
Belvedere Trading LLC
Grove Bank & Trust
Core Alternative Capital
Capital Management Corp /va
Fifth Third Securities, Inc.
Capital One Financial Corp
Belvedere Trading LLC
Angeles Investment Advisors, LLC
Investors Financial Group, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Stephens Group Asset Management, Llc 441,410 179.79 397,663 222.81
Commonwealth Equity Services, Llc 357,186 175.38 321,619 222.81
Truist Financial Corp 242,599 175.38 252,550 222.81
Trust Co 208,678 175.38 124,132 222.80
Money Design Co.,Ltd. 188,132 175.38 211,823 222.81
Private Advisor Group, LLC 175,278 175.38 170,573 222.81
Orgel Wealth Management, LLC 170,652 175.38 164,150 222.81
Kwmg, Llc 109,898 175.38 97,196 222.81
Praetorian Wealth Management, Inc. 98,140 175.37 94,847 222.80
Advocacy Wealth Management Services, LLC 91,354 175.38 78,864 224.18
Adviser Investments LLC 91,056 175.38 95,493 222.81
WoodTrust Financial Corp 87,023 175.38 81,415 222.81
Allworth Financial LP 85,670 175.38 89,509 222.80
Rodgers & Associates, LTD 78,792 175.39 60,340 222.80
McAdam, LLC 75,172 175.38 79,680 222.82
Brookstone Capital Management 68,559 183.45 122,159 214.79
Connecticut Wealth Management, LLC 62,932 175.38 64,750 222.81
SOA Wealth Advisors, LLC. 54,243 175.38 46,300 222.81
Edmonds Duncan Registered Investment Advisors, LLC 48,205 175.38 45,642 222.82
Cambridge Investment Research Advisors, Inc. 44,994 175.38 50,362 222.81
Name Current Shares Current PPS Previous Shares Previous PPS
Prosperity Planning, Inc. 18,218 233.89 0
Carnegie Capital Asset Management, LLC 4,168 236.32 4,352 222.89
Thompson Siegel & Walmsley Llc 198 176.77 0
Trust Co Of Vermont 31 161.29 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Trust Co 84,546 208,678 175.38 124,132 222.80 68.11
Stephens Group Asset Management, Llc 43,747 441,410 179.79 397,663 222.81 11.00
Commonwealth Equity Services, Llc 35,567 357,186 175.38 321,619 222.81 11.06
Avantax Planning Partners, Inc. 33,126 39,044 175.39 5,918 222.88 559.75
Rodgers & Associates, LTD 18,452 78,792 175.39 60,340 222.80 30.58
Prosperity Planning, Inc. 18,218 18,218 233.89 0 0.00
Kwmg, Llc 12,702 109,898 175.38 97,196 222.81 13.07
Advocacy Wealth Management Services, LLC 12,490 91,354 175.38 78,864 224.18 15.84
SOA Wealth Advisors, LLC. 7,943 54,243 175.38 46,300 222.81 17.16
Orgel Wealth Management, LLC 6,502 170,652 175.38 164,150 222.81 3.96
WoodTrust Financial Corp 5,608 87,023 175.38 81,415 222.81 6.89
Bishop & Co Investment Management, LLC 5,554 7,327 175.38 1,773 222.79 313.25
Grimes & Company, Inc. 5,041 5,073 175.44 32 218.75 15753.12
Hapanowicz & Associates Financial Services, Inc 4,734 25,288 175.38 20,554 222.83 23.03
Private Advisor Group, LLC 4,705 175,278 175.38 170,573 222.81 2.76
Falcon Wealth Planning 4,588 5,524 175.42 936 254.27 490.17
Hnp Capital Llc 3,744 6,922 175.38 3,178 222.78 117.81
Juncture Wealth Strategies, Llc 3,737 8,436 175.44 4,699 222.81 79.53
Praetorian Wealth Management, Inc. 3,293 98,140 175.37 94,847 222.80 3.47
IVC Wealth Advisors LLC 3,202 10,218 175.38 7,016 222.78 45.64
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Brookstone Capital Management 53,600 68,559 183.45 122,159 214.79 -43.88
Money Design Co.,Ltd. 23,691 188,132 175.38 211,823 222.81 -11.18
Truist Financial Corp 9,951 242,599 175.38 252,550 222.81 -3.94
Ledge Wealth Management, Inc. 6,730 17,738 175.39 24,468 222.82 -27.51
HB Wealth Management, LLC 6,241 17,200 175.41 23,441 222.81 -26.62
Cambridge Investment Research Advisors, Inc. 5,368 44,994 175.38 50,362 222.81 -10.66
McAdam, LLC 4,508 75,172 175.38 79,680 222.82 -5.66
Adviser Investments LLC 4,437 91,056 175.38 95,493 222.81 -4.65
Allworth Financial LP 3,839 85,670 175.38 89,509 222.80 -4.29
Burleson & Company, LLC 2,912 7,188 175.43 10,100 222.77 -28.83
First United Bank Trust/ 2,649 21,839 175.37 24,488 222.80 -10.82
Integrated Investment Consultants, LLC 2,158 10,678 175.41 12,836 222.81 -16.81
Connecticut Wealth Management, LLC 1,818 62,932 175.38 64,750 222.81 -2.81
Money Concepts Capital Corp 1,575 15 200.00 1,590 222.64 -99.06
Everhart Financial Group, Inc. 1,532 11,645 175.35 13,177 222.81 -11.63
Tsfg, Llc 1,503 23,099 175.38 24,602 222.83 -6.11
Geneos Wealth Management Inc. 900 2,087 177.77 2,987 222.63 -30.13
Ridgewood Investments LLC 836 4,881 175.37 5,717 222.84 -14.62
Ledyard National Bank 691 3,629 175.53 4,320 222.92 -16.00
Umb Bank N A/mo 680 13,354 175.38 14,034 222.82 -4.85
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Wolverine Trading, Llc 0
Name Previous Calls
Belvedere Trading LLC 0
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Paladin Advisory Group, LLC 182 57 239 -76.15
Name

Past Week Analysis

Name Shares PPS
Willis Johnson & Associates, Inc. 4,463 175.44
PSI Advisors, LLC 400 175.00
Field & Main Bank 121 173.55
Lake Point Wealth Management 2
Name Shares PPS
Exchange Traded Concepts, Llc 358,091 222.81
TFG Advisers LLC 946 223.04
Winthrop Advisory Group LLC 987 222.90
Fort Pitt Capital Group, Llc 967 222.34
Asset Dedication, LLC 933 222.94
Galvin, Gaustad & Stein, LLC 1,100 222.73
Bell Rock Capital Llc 1,664 213.34
Tfo-tdc, Llc 14 214.29
BCR Wealth Strategies, LLC 52 230.77
Aurora Private Wealth, Inc. 920 222.83
Brand Asset Management Group, Inc. 1,002 222.55
Milestone Advisory Partners 1,708 223.07
Aevitas Wealth Management, Inc. 1,105 222.62
Atwood & Palmer Inc 65 215.38
Tradewinds Capital Management, LLC 11 181.82
Orin Green Financial, LLC 897 222.97
Name Current Shares Current PPS Previous Shares Previous PPS
Commonwealth Equity Services, Llc 357,186 175.38 321,619 222.81
Truist Financial Corp 242,599 175.38 252,550 222.81
WoodTrust Financial Corp 87,023 175.38 81,415 222.81
Rodgers & Associates, LTD 78,792 175.39 60,340 222.80
Edmonds Duncan Registered Investment Advisors, LLC 48,205 175.38 45,642 222.82
Avantax Planning Partners, Inc. 39,044 175.39 5,918 222.88
RTD Financial Advisors, Inc. 25,418 175.39 24,836 222.82
Hapanowicz & Associates Financial Services, Inc 25,288 175.38 20,554 222.83
First United Bank Trust/ 21,839 175.37 24,488 222.80
Provident Wealth Management, LLC 21,026 175.40 17,903 222.81
Ledge Wealth Management, Inc. 17,738 175.39 24,468 222.82
Tenret Co LLC 16,523 175.39 16,265 222.81
Ziegler Capital Management, LLC 15,154 175.40 14,609 222.81
Harbor Investment Advisory, Llc 13,688 175.41 13,780 222.79
Umb Bank N A/mo 13,354 175.38 14,034 222.82
White Lighthouse Investment Management Inc. 12,505 175.37 12,310 222.83
Integrated Investment Consultants, LLC 10,678 175.41 12,836 222.81
SOL Capital Management CO 9,719 175.43 9,379 222.84
Western Wealth Management, LLC 9,595 175.92 9,555 222.82
Clearwater Capital Advisors, LLC 9,485 175.33 9,188 222.79
Center For Asset Management LLC 8,858 175.43 8,107 222.77
Stratos Wealth Partners, LTD. 8,445 175.37 8,843 222.78
Hexagon Capital Partners LLC 8,412 175.34 8,496 222.81
Next Capital Management LLC 7,530 175.30 7,530 222.84
Asset Allocation & Management Company, LLC 7,329 175.33 7,329 222.81
Bishop & Co Investment Management, LLC 7,327 175.38 1,773 222.79
Waller Financial Planning Group, Inc 7,027 175.32 7,476 222.85
Hnp Capital Llc 6,922 175.38 3,178 222.78
MAI Capital Management 6,107 175.37 6,107 222.86
Falcon Wealth Planning 5,524 175.42 936 254.27
JNBA Financial Advisors 5,523 175.45 5,634 222.75
Atlantic Union Bankshares Corp 5,230 175.33 5,230 222.75
American Institute for Advanced Investment Management, LLP 5,175 175.46 5,132 222.72
Grimes & Company, Inc. 5,073 175.44 32 218.75
Ridgewood Investments LLC 4,881 175.37 5,717 222.84
Comerica Securities,inc. 4,580 175.33 4,102 222.82
Eidelman Virant Capital 4,564 178.13 3,689 222.55
Stratos Wealth Advisors, LLC 4,303 175.46 1,406 222.62
Wesbanco Bank Inc 4,282 175.39 4,303 222.87
Great Valley Advisor Group, Inc. 4,204 175.31 3,437 242.07
Financial Life Advisors 4,135 175.33 3,995 222.78
Signature Securities Group Corporation 3,680 175.27 3,508 222.63
Ledyard National Bank 3,629 175.53 4,320 222.92
Courier Capital Llc 3,443 175.43 3,178 222.78
First American Trust, Fsb 3,119 175.38 3,110 222.83
Collective Family Office Llc 2,650 175.47 2,735 222.67
Relyea Zuckerberg Hanson LLC 2,526 175.38 2,526 217.34
Spire Wealth Management 2,302 175.50 2,206 223.03
Capital Investment Advisory Services, LLC 2,236 175.31 2,173 222.73
Clear Harbor Asset Management, LLC 2,216 175.54 2,216 222.92
Willner & Heller, Llc 2,180 175.23 2,128 254.70
Geneos Wealth Management Inc. 2,087 177.77 2,987 222.63
Dearborn Partners Llc 1,939 175.35 1,908 222.75
DAVENPORT & Co LLC 1,859 175.36 2,442 222.77
Northstar Asset Management Llc 1,800 175.56 1,525 222.95
Wealthfront Advisers Llc 1,787 175.15 1,627 223.11
Von Berge Wealth Management Group, LLC 1,711 176.50 1,711 213.91
BLB&B Advisors, LLC 1,652 175.54 1,670 222.75
Sequoia Financial Advisors, LLC 1,537 175.02 1,831 222.83
Evolution Advisers, Inc. 1,494 177.38 1,494 222.22
Capital Financial Planning, LLC 1,332 175.68 1,354 223.04
Arcadia Investment Management Corp/mi 1,193 175.19 685 223.36
Simplicity Wealth,LLC 1,170 175.21 1,225 222.86
Legacy Bridge, LLC 796 175.88 796 222.36
Mv Capital Management, Inc. 692 174.86 32 218.75
Steward Financial Group LLC 551 174.23 551 221.42
Sandy Spring Bank 432 173.61 210 223.81
North Star Investment Management Corp. 370 175.68 370 221.62
Charter Oak Capital Management, LLC 291 175.26 291 254.30
Clean Yield Group 254 177.17 254 224.41
Bogart Wealth, LLC 247 174.09 246 223.58
Hanson & Doremus Investment Management 170 176.47 157 222.93
Lakeview Capital Partners, LLC 156 173.08 163 220.86
Life Planning Partners, Inc 63 174.60 63 222.22
Pacifica Partners Inc. 50 180.00 50 220.00
GPS Wealth Strategies Group, LLC 24 166.67 24 208.33
Money Concepts Capital Corp 15 200.00 1,590 222.64
Name Current Shares Current PPS Previous Shares Previous PPS
Thompson Siegel & Walmsley Llc 198 176.77 0
Trust Co Of Vermont 31 161.29 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Commonwealth Equity Services, Llc 35,567 357,186 175.38 321,619 222.81 11.06
Avantax Planning Partners, Inc. 33,126 39,044 175.39 5,918 222.88 559.75
Rodgers & Associates, LTD 18,452 78,792 175.39 60,340 222.80 30.58
WoodTrust Financial Corp 5,608 87,023 175.38 81,415 222.81 6.89
Bishop & Co Investment Management, LLC 5,554 7,327 175.38 1,773 222.79 313.25
Grimes & Company, Inc. 5,041 5,073 175.44 32 218.75 15753.12
Hapanowicz & Associates Financial Services, Inc 4,734 25,288 175.38 20,554 222.83 23.03
Falcon Wealth Planning 4,588 5,524 175.42 936 254.27 490.17
Hnp Capital Llc 3,744 6,922 175.38 3,178 222.78 117.81
Provident Wealth Management, LLC 3,123 21,026 175.40 17,903 222.81 17.44
Stratos Wealth Advisors, LLC 2,897 4,303 175.46 1,406 222.62 206.05
Edmonds Duncan Registered Investment Advisors, LLC 2,563 48,205 175.38 45,642 222.82 5.62
Eidelman Virant Capital 875 4,564 178.13 3,689 222.55 23.72
Great Valley Advisor Group, Inc. 767 4,204 175.31 3,437 242.07 22.32
Center For Asset Management LLC 751 8,858 175.43 8,107 222.77 9.26
Mv Capital Management, Inc. 660 692 174.86 32 218.75 2062.50
RTD Financial Advisors, Inc. 582 25,418 175.39 24,836 222.82 2.34
Ziegler Capital Management, LLC 545 15,154 175.40 14,609 222.81 3.73
Arcadia Investment Management Corp/mi 508 1,193 175.19 685 223.36 74.16
Comerica Securities,inc. 478 4,580 175.33 4,102 222.82 11.65
SOL Capital Management CO 340 9,719 175.43 9,379 222.84 3.63
Clearwater Capital Advisors, LLC 297 9,485 175.33 9,188 222.79 3.23
Northstar Asset Management Llc 275 1,800 175.56 1,525 222.95 18.03
Courier Capital Llc 265 3,443 175.43 3,178 222.78 8.34
Tenret Co LLC 258 16,523 175.39 16,265 222.81 1.59
Sandy Spring Bank 222 432 173.61 210 223.81 105.71
Thompson Siegel & Walmsley Llc 198 198 176.77 0 0.00
White Lighthouse Investment Management Inc. 195 12,505 175.37 12,310 222.83 1.58
Signature Securities Group Corporation 172 3,680 175.27 3,508 222.63 4.90
Wealthfront Advisers Llc 160 1,787 175.15 1,627 223.11 9.83
Financial Life Advisors 140 4,135 175.33 3,995 222.78 3.50
Spire Wealth Management 96 2,302 175.50 2,206 223.03 4.35
Capital Investment Advisory Services, LLC 63 2,236 175.31 2,173 222.73 2.90
Willner & Heller, Llc 52 2,180 175.23 2,128 254.70 2.44
American Institute for Advanced Investment Management, LLP 43 5,175 175.46 5,132 222.72 0.84
Western Wealth Management, LLC 40 9,595 175.92 9,555 222.82 0.42
Trust Co Of Vermont 31 31 161.29 0 0.00
Dearborn Partners Llc 31 1,939 175.35 1,908 222.75 1.62
Hanson & Doremus Investment Management 13 170 176.47 157 222.93 8.28
First American Trust, Fsb 9 3,119 175.38 3,110 222.83 0.29
Bogart Wealth, LLC 1 247 174.09 246 223.58 0.41
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Truist Financial Corp 9,951 242,599 175.38 252,550 222.81 -3.94
Ledge Wealth Management, Inc. 6,730 17,738 175.39 24,468 222.82 -27.51
First United Bank Trust/ 2,649 21,839 175.37 24,488 222.80 -10.82
Integrated Investment Consultants, LLC 2,158 10,678 175.41 12,836 222.81 -16.81
Money Concepts Capital Corp 1,575 15 200.00 1,590 222.64 -99.06
Geneos Wealth Management Inc. 900 2,087 177.77 2,987 222.63 -30.13
Ridgewood Investments LLC 836 4,881 175.37 5,717 222.84 -14.62
Ledyard National Bank 691 3,629 175.53 4,320 222.92 -16.00
Umb Bank N A/mo 680 13,354 175.38 14,034 222.82 -4.85
DAVENPORT & Co LLC 583 1,859 175.36 2,442 222.77 -23.87
Waller Financial Planning Group, Inc 449 7,027 175.32 7,476 222.85 -6.01
Stratos Wealth Partners, LTD. 398 8,445 175.37 8,843 222.78 -4.50
Sequoia Financial Advisors, LLC 294 1,537 175.02 1,831 222.83 -16.06
JNBA Financial Advisors 111 5,523 175.45 5,634 222.75 -1.97
Harbor Investment Advisory, Llc 92 13,688 175.41 13,780 222.79 -0.67
Collective Family Office Llc 85 2,650 175.47 2,735 222.67 -3.11
Hexagon Capital Partners LLC 84 8,412 175.34 8,496 222.81 -0.99
Simplicity Wealth,LLC 55 1,170 175.21 1,225 222.86 -4.49
Capital Financial Planning, LLC 22 1,332 175.68 1,354 223.04 -1.62
Wesbanco Bank Inc 21 4,282 175.39 4,303 222.87 -0.49
BLB&B Advisors, LLC 18 1,652 175.54 1,670 222.75 -1.08
Lakeview Capital Partners, LLC 7 156 173.08 163 220.86 -4.29
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name
Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percent Decrease
Name