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 850 196.00 51.55 74.12
Previous Quarter 878 265.00 51.55 74.95

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 18 176 77 2 32 35
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 1 0 0 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 15 16 65 1 26 30
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 529,648 0.00 0.00 1,555,520 0.00 0.00
Previous Quarter 529,648 0.00 0.00 1,555,520 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
Wealthfront Advisers Llc 22,060,137 51.55
Charles Schwab Investment Advisory, Inc. 18,669,803 51.55
Northwestern Mutual Wealth Management Co 15,050,817 51.55
Creative Planning 12,958,898 51.55
SCS Capital Management LLC 10,254,555 51.55
Morgan Stanley 9,342,876 51.55
Raymond James & Associates 9,300,052 51.55
Sei Investments Co 6,892,850 51.56
Jpmorgan Chase & Co 6,338,259 51.55
Orgel Wealth Management, LLC 4,892,226 49.92
UBS Group AG 4,504,878 51.55
Northern Trust Corp 4,488,398 0.52
Wells Fargo & Company/mn 3,915,946 51.55
Jane Street Group, Llc 3,817,942 51.55
Fmr Llc 3,668,133 51.55
Envestnet Asset Management Inc 3,450,633 51.55
Bank Of America Corp /de/ 3,306,178 51.55
Dowling & Yahnke Llc 2,946,917 51.55
Adviser Investments LLC 2,203,156 49.92
Royal Bank Of Canada 1,687,650 51.55

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
Wealthfront Advisers Llc 22,060,137 51.55
Charles Schwab Investment Advisory, Inc. 18,669,803 51.55
Northwestern Mutual Wealth Management Co 15,050,817 51.55
Creative Planning 12,958,898 51.55
SCS Capital Management LLC 10,254,555 51.55
Morgan Stanley 9,342,876 51.55
Raymond James & Associates 9,300,052 51.55
Sei Investments Co 6,892,850 51.56
Jpmorgan Chase & Co 6,338,259 51.55
UBS Group AG 4,504,878 51.55
Northern Trust Corp 4,488,398 0.52
Wells Fargo & Company/mn 3,915,946 51.55
Jane Street Group, Llc 3,817,942 51.55
Fmr Llc 3,668,133 51.55
Envestnet Asset Management Inc 3,450,633 51.55
Bank Of America Corp /de/ 3,306,178 51.55
Dowling & Yahnke Llc 2,946,917 51.55
Royal Bank Of Canada 1,687,650 51.55
Jones Financial Companies Lllp 1,598,331 51.55
Permit Capital Advisors, LLC 1,580,771 4.05

 

Recent Quarter Analysis

Name Shares PPS
Orgel Wealth Management, LLC 4,892,226 49.92
Platte River Wealth Advisors, LLC 83,070 49.92
Brio Consultants, LLC 74,422 50.42
Rockland Trust Co 49,554 49.93
Procyon Private Wealth Partners, LLC 39,607 49.92
Greenspring Advisors, LLC 28,755 49.97
HBW Advisory Services LLC 28,229 49.91
Wiser Wealth Management, Inc 18,718 49.90
Soundmark Wealth Management, Llc 17,470 49.91
Pure Financial Advisors, Inc. 17,380 49.94
Benchmark Wealth Management, LLC 15,545 49.92
Planning Center, Inc. 10,011 50.24
TPG Financial Advisors, LLC 4,884 49.96
Koss-Olinger Consulting, LLC 4,026 49.93
Mascoma Wealth Management LLC 2,725 49.91
ACG Wealth 1,527 49.77
Prosperity Planning, Inc. 0
Manning & Napier Group, LLC 0
Name Shares PPS
Landsberg, Bennett, & Dubbaneh LLC 276,496 54.72
Qci Asset Management Inc/ny 263,180 54.77
Bbva Usa 96,561 54.77
TDSA - Cabana Target Drawdown 5 ETF 56,704 54.69
Bft Financial Group, Llc 51,774 51.55
Cardan Capital Partners, LLC 50,322 54.77
CAMG Solamere Management, LLC 44,439 54.75
Ameritas Investment Corp 36,792 0.05
Derby & Company, Inc 26,058 54.76
Managed Account Services Inc 22,868 54.75
Melone Private Wealth, LLC 15,000 50.13
Berman Capital Advisors, LLC 12,447 54.71
Calton & Associates, Inc. 11,106 51.50
Krilogy Financial LLC 10,765 51.56
Ignite Planners, LLC 10,732 50.22
Unison Advisors LLC 9,508 51.54
Nova R Wealth, Inc. 8,620 51.51
IFP Advisors, Inc 8,196 54.90
DBK Financial Counsel, LLC 7,773 51.59
Spotlight Asset Group, Inc. 7,464 54.80
Vista Wealth Management Group, LLC 7,092 51.61
Stonehearth Capital Management, LLC 6,438
Pacific Edge Advisors, LLC 6,230 54.74
Mid Atlantic Financial Management Inc/adv 5,419 54.81
Diligent Investors, LLC 3,924 51.48
Koshinski Asset Management, Inc. 2,308 51.56
Tsfg, Llc 1,500 51.33
Heritage Wealth Management, Llc 1,483 54.62
Paladin Advisory Group, LLC 752 50.53
Wealth Quarterback LLC 561
Herold Advisors, Inc. 300 51550.00
Gradient Investments LLC 206 53.40
Cedar Mountain Advisors, LLC 104 48.08
Lakeview Capital Partners, LLC
Truadvice, LLC
Arkadios Wealth Advisors
Bingham Osborn & Scarborough Llc
Genesee Capital Advisors, LLC
Drexel Morgan & Co.
Ten Capital Wealth Advisors, LLC
Sfmg, Llc
Howard Capital Management Inc.
Pinnacle Wealth Management Group, Inc.
IAM Advisory, LLC
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Legacy Bridge, LLC
Financial Advisors, LLC
Parkside Financial Bank & Trust
American Family Insurance Mutual Holding Co
Stonebridge Financial Planning Group, LLC
Providence Capital Advisors, LLC
Holderness Investments Co
Millennium Management Llc
SevenBridge Financial Group, LLC
Cassady Schiller Wealth Management, LLC
Nomura Asset Management Co Ltd
BCS Wealth Management
Rinkey Investments
Barclays Plc
Acorn Financial Advisory Services Inc /adv
Chai Trust Co Llc
Commerce Bank
Gofen & Glossberg Llc /il/
BTC Capital Management, Inc.
Glassman Wealth Services
Cozad Asset Management Inc
My Personal CFO, LLC
Liberty Wealth Management Llc
First Command Bank
Paradigm Financial Partners, Llc
Qube Research & Technologies Ltd
Crestone Asset Management LLC
Swmg, Llc
Occidental Asset Management, LLC
Delta Asset Management Llc/tn
WealthPLAN Partners, LLC
Argent Trust Co
Atlas Private Wealth Advisors
All Season Financial Advisors, Inc.
Signet Financial Management, Llc
Bank Of Montreal /can/
First Western Trust Bank
Stone Asset Management Inc.
Vigilant Capital Management, LLC
Consolidated Planning Corp
Redhawk Wealth Advisors, Inc.
Appleton Partners Inc/ma
Rfg Holdings, Inc.
PFG Advisors
Forefront Wealth Management Inc.
Fifth Third Securities, Inc.
Sand Hill Global Advisors, LLC
Tru Independence Asset Management 2, Llc
Sage Financial Management Group, Inc.
V Wealth Advisors LLC
Gerber Kawasaki Wealth & Investment Management
Allegheny Financial Group LTD
Zions Bancorporation, N.A.
Opus Capital Group, LLC
Peterson Wealth Management
IAG Wealth Partners, LLC
Accretive Wealth Partners, LLC
Strategic Wealth Partners Group LLC
Facet Wealth, Inc.
Citizens Financial Group Inc/ri
StoneX Group Inc.
Opal Wealth Advisors, LLC
Davidson Investment Advisors
Susquehanna International Group, Llp
Journey Advisory Group, LLC
FineMark National Bank & Trust
Anderson Hoagland & Co
Atlas Capital Advisors Llc
Lbmc Investment Advisors, Llc
Mangham Associates,llc
Axiom Advisory, LLC
Cpwm, Llc
Cypress Point Wealth Management, LLC
CMH Wealth Management LLC
Spence Asset Management
Relative Value Partners Group, LLC
King Luther Capital Management Corp
O'shaughnessy Asset Management, Llc
Baystate Wealth Management LLC
Custos Family Office, LLC
IronBridge Private Wealth, LLC
Vista Investment Management
M. Kulyk & Associates, LLC
Enterprise Financial Services Corp
Paulson Wealth Management Inc.
Exchange Traded Concepts, Llc
Thrive Wealth Management, LLC
O'Dell Group, LLC
First Command Financial Services, Inc.
Lloyd Park, LLC
Confluence Wealth Services, Inc.
Strategic Blueprint, LLC
Leisure Capital Management
Flagship Private Wealth, LLC
1607 Capital Partners, LLC
Ridgecrest Wealth Partners, Llc
Charles Schwab Trust Co
InterOcean Capital Group, LLC
Level Four Advisory Services, Llc
Amplius Wealth Advisors, LLC
Kayne Anderson Rudnick Investment Management Llc
Ritholtz Wealth Management
Walled Lake Planning & Wealth Management, Llc
Brasada Capital Management, Lp
GeoWealth Management, LLC
Orser Capital Management, Llc
Hrt Financial Lp
Jacobi Capital Management LLC
Johnson Financial Group, LLC
Barrett Asset Management, LLC
Advisor Resource Council
Kowal Investment Group, LLC
NorthCrest Asset Manangement, LLC
Harwood Advisory Group, LLC
Regatta Capital Group, Llc
G2 Capital Management, Llc / Oh
Bellwether Advisors, LLC
Oppenheimer & Co Inc
Contravisory Investment Management, Inc.
Running Point Capital Advisors, LLC
Bedel Financial Consulting, Inc.
Kerntke Otto McGlone Wealth Management Group
Transcend Wealth Collective, Llc
Insight Wealth Partners, LLC
Cedar Wealth Management, LLC
Citadel Advisors Llc
MBE Wealth Management, LLC
Westwood Holdings Group Inc
Harvest Investment Services, LLC
BlueCrest Capital Management Ltd
Rather & Kittrell, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Adviser Investments LLC 2,203,156 49.92 1,575,015 51.55
Private Advisor Group, LLC 1,682,217 49.92 882,865 51.55
Cliftonlarsonallen Wealth Advisors, Llc 1,218,505 49.92 1,215,257 51.55
Sargent Bickham Lagudis LLC 550,702 49.92 502,236 51.55
Crestwood Advisors Group LLC 403,178 49.92 305,399 51.55
Miracle Mile Advisors, LLC 382,947 49.92 107,798 51.55
Wedmont Private Capital 278,297 49.92 145,472 51.51
Orion Portfolio Solutions, LLC 267,954 49.92 303,071 51.55
Newton One Investments LLC 234,230 49.92 34,743 51.55
PDS Planning, Inc 205,315 49.92 42,040 51.55
Brookstone Capital Management 139,051 50.18 81,817 50.91
Baker Boyer National Bank 128,664 49.91 75,786 51.54
Raymond James Trust N.a. 120,703 49.92 105,478 51.56
McAdam, LLC 119,055 49.92 114,571 51.55
Cambridge Investment Research Advisors, Inc. 103,976 49.92 127,708 51.55
Stephenson National Bank & Trust 101,332 49.92 85,633 51.55
Divergent Planning, LLC 96,874 49.92 87,700 51.49
Capital Investment Services of America, Inc. 94,455 49.92 107,955 54.91
McKinley Carter Wealth Services, Inc. 90,896 49.93 574,243 51.55
Symmetry Partners, LLC 89,702 49.92 82,671 51.55
Name Current Shares Current PPS Previous Shares Previous PPS
Massmutual Trust Co Fsb/adv 14,218 0.07 21,059 0.05
Wbh Advisory Inc 10,738 50.38 24,674 50.17
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 799,352 1,682,217 49.92 882,865 51.55 90.54
Adviser Investments LLC 628,141 2,203,156 49.92 1,575,015 51.55 39.88
Miracle Mile Advisors, LLC 275,149 382,947 49.92 107,798 51.55 255.24
Newton One Investments LLC 199,487 234,230 49.92 34,743 51.55 574.18
PDS Planning, Inc 163,275 205,315 49.92 42,040 51.55 388.38
Wedmont Private Capital 132,825 278,297 49.92 145,472 51.51 91.31
Crestwood Advisors Group LLC 97,779 403,178 49.92 305,399 51.55 32.02
Revolve Wealth Partners, LLC 67,643 73,039 49.92 5,396 51.52 1253.58
Brookstone Capital Management 57,234 139,051 50.18 81,817 50.91 69.95
Baker Boyer National Bank 52,878 128,664 49.91 75,786 51.54 69.77
Sargent Bickham Lagudis LLC 48,466 550,702 49.92 502,236 51.55 9.65
OLIO Financial Planning 47,110 67,793 49.92 20,683 51.54 227.77
Aletheian Wealth Advisors LLC 32,639 42,430 49.92 9,791 51.58 333.36
McNamara Financial Services, Inc. 25,999 77,804 49.92 51,805 51.56 50.19
Stephenson National Bank & Trust 15,699 101,332 49.92 85,633 51.55 18.33
Raymond James Trust N.a. 15,225 120,703 49.92 105,478 51.56 14.43
Alhambra Investment Partners LLC 12,629 61,416 49.92 48,787 51.55 25.89
Divergent Planning, LLC 9,174 96,874 49.92 87,700 51.49 10.46
Vista Private Wealth Partners. LLC 9,149 23,606 50.07 14,457 51.46 63.28
Symmetry Partners, LLC 7,031 89,702 49.92 82,671 51.55 8.50
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
McKinley Carter Wealth Services, Inc. 483,347 90,896 49.93 574,243 51.55 -84.17
AdvisorNet Financial, Inc 108,532 26,437 49.93 134,969 51.55 -80.41
ForthRight Wealth Management, LLC 95,962 24,039 49.92 120,001 51.55 -79.97
Apella Capital, LLC 39,928 83,030 49.92 122,958 51.55 -32.47
Everhart Financial Group, Inc. 37,334 11,234 49.94 48,568 51.56 -76.87
Orion Portfolio Solutions, LLC 35,117 267,954 49.92 303,071 51.55 -11.59
McNaughton Wealth Management, LLC 30,809 45,352 49.92 76,161 51.55 -40.45
My Legacy Advisors, LLC 28,145 24,979 50.40 53,124 51.56 -52.98
HB Wealth Management, LLC 25,903 7,962 49.86 33,865 51.56 -76.49
Cambridge Investment Research Advisors, Inc. 23,732 103,976 49.92 127,708 51.55 -18.58
RGT Wealth Advisors, LLC 23,073 24,049 49.94 47,122 51.55 -48.96
Compass Advisory Group LLC 17,014 68,082 49.93 85,096 51.55 -19.99
Lake Street Financial Llc 16,932 5,030 49.90 21,962 51.54 -77.10
Resonant Capital Advisors, LLC 15,469 60,053 49.92 75,522 51.56 -20.48
Wbh Advisory Inc 13,936 10,738 50.38 24,674 50.17 -56.48
Capital Investment Services of America, Inc. 13,500 94,455 49.92 107,955 54.91 -12.51
Baldrige Asset Management LLC 9,730 27,176 49.93 36,906 51.56 -26.36
Allworth Financial LP 8,312 69,958 49.92 78,270 51.55 -10.62
FC Advisory LLC 7,853 20,919 49.91 28,772 51.54 -27.29
Moseley Investment Management Inc 7,547 12,753 49.95 20,300 51.53 -37.18
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
Paladin Advisory Group, LLC 328 1,080 752 43.62
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Orgel Wealth Management, LLC 4,892,226 49.92
Brio Consultants, LLC 74,422 50.42
Rockland Trust Co 49,554 49.93
Procyon Private Wealth Partners, LLC 39,607 49.92
Greenspring Advisors, LLC 28,755 49.97
HBW Advisory Services LLC 28,229 49.91
Wiser Wealth Management, Inc 18,718 49.90
Soundmark Wealth Management, Llc 17,470 49.91
Benchmark Wealth Management, LLC 15,545 49.92
Planning Center, Inc. 10,011 50.24
TPG Financial Advisors, LLC 4,884 49.96
Mascoma Wealth Management LLC 2,725 49.91
ACG Wealth 1,527 49.77
Manning & Napier Group, LLC 0
Prosperity Planning, Inc. 0
Name Shares PPS
Cedar Mountain Advisors, LLC 104 48.08
Herold Advisors, Inc. 300 51550.00
Melone Private Wealth, LLC 15,000 50.13
Calton & Associates, Inc. 11,106 51.50
Vista Wealth Management Group, LLC 7,092 51.61
DBK Financial Counsel, LLC 7,773 51.59
Krilogy Financial LLC 10,765 51.56
Unison Advisors LLC 9,508 51.54
Tsfg, Llc 1,500 51.33
Gradient Investments LLC 206 53.40
Diligent Investors, LLC 3,924 51.48
Bft Financial Group, Llc 51,774 51.55
Koshinski Asset Management, Inc. 2,308 51.56
Nova R Wealth, Inc. 8,620 51.51
Ignite Planners, LLC 10,732 50.22
Stonehearth Capital Management, LLC 6,438
Name Current Shares Current PPS Previous Shares Previous PPS
Adviser Investments LLC 2,203,156 49.92 1,575,015 51.55
Private Advisor Group, LLC 1,682,217 49.92 882,865 51.55
Sargent Bickham Lagudis LLC 550,702 49.92 502,236 51.55
Miracle Mile Advisors, LLC 382,947 49.92 107,798 51.55
Wedmont Private Capital 278,297 49.92 145,472 51.51
Orion Portfolio Solutions, LLC 267,954 49.92 303,071 51.55
Newton One Investments LLC 234,230 49.92 34,743 51.55
PDS Planning, Inc 205,315 49.92 42,040 51.55
Brookstone Capital Management 139,051 50.18 81,817 50.91
Raymond James Trust N.a. 120,703 49.92 105,478 51.56
McAdam, LLC 119,055 49.92 114,571 51.55
Cambridge Investment Research Advisors, Inc. 103,976 49.92 127,708 51.55
Stephenson National Bank & Trust 101,332 49.92 85,633 51.55
Divergent Planning, LLC 96,874 49.92 87,700 51.49
McKinley Carter Wealth Services, Inc. 90,896 49.93 574,243 51.55
Symmetry Partners, LLC 89,702 49.92 82,671 51.55
McNamara Financial Services, Inc. 77,804 49.92 51,805 51.56
Revolve Wealth Partners, LLC 73,039 49.92 5,396 51.52
Allworth Financial LP 69,958 49.92 78,270 51.55
Compass Advisory Group LLC 68,082 49.93 85,096 51.55
OLIO Financial Planning 67,793 49.92 20,683 51.54
Alhambra Investment Partners LLC 61,416 49.92 48,787 51.55
Resonant Capital Advisors, LLC 60,053 49.92 75,522 51.56
Zhang Financial LLC 48,263 49.91 50,392 51.56
Mayflower Financial Advisors, LLC 46,780 49.91 48,159 51.56
McNaughton Wealth Management, LLC 45,352 49.92 76,161 51.55
Aletheian Wealth Advisors LLC 42,430 49.92 9,791 51.58
Hurlow Wealth Management Group, Inc. 37,677 49.92 33,796 51.54
Mayport, Llc 33,106 49.93 33,468 51.54
Baldrige Asset Management LLC 27,176 49.93 36,906 51.56
Bell Bank 26,130 49.90 26,130 51.55
My Legacy Advisors, LLC 24,979 50.40 53,124 51.56
RGT Wealth Advisors, LLC 24,049 49.94 47,122 51.55
ForthRight Wealth Management, LLC 24,039 49.92 120,001 51.55
Vista Private Wealth Partners. LLC 23,606 50.07 14,457 51.46
Flagship Harbor Advisors, Llc 22,989 49.94 17,350 51.53
FC Advisory LLC 20,919 49.91 28,772 51.54
Marcum Wealth, LLC 19,944 49.94 15,261 51.57
Sigma Investment Counselors Inc 18,683 49.94 21,997 51.55
YHB Investment Advisors, Inc. 18,465 49.93 25,965 51.53
Moseley Investment Management Inc 12,753 49.95 20,300 51.53
Affiance Financial, LLC 12,093 49.95 12,093 51.52
Global Retirement Partners, LLC 11,249 49.96 12,214 50.02
Everhart Financial Group, Inc. 11,234 49.94 48,568 51.56
Atticus Wealth Management, Llc 10,504 49.89 12,600 51.59
Trinity Legacy Partners, LLC 10,000 50.40 10,000 51.60
LifePro Asset Management 9,787 49.96 9,476 51.50
Hummer Financial Advisory Services Inc 9,600 49.90 9,600 51.56
Johnson Bixby & Associates, LLC 8,118 49.89 5,298 51.53
HB Wealth Management, LLC 7,962 49.86 33,865 51.56
First Affirmative Financial Network 6,865 49.96 7,066 51.51
RWM Asset Management, LLC 6,521 49.99 6,268 51.53
180 Wealth Advisors, Llc 5,799 50.01 6,035 50.37
SOA Wealth Advisors, LLC. 5,698 49.84 10,613 51.54
First Heartland Consultants, Inc. 5,254 49.87 4,895 51.48
Hamilton Wealth, LLC 5,242 49.98 5,242 51.51
Lake Street Financial Llc 5,030 49.90 21,962 51.54
Pittenger & Anderson Inc 4,950 49.90 4,950 51.52
StrongBox Wealth, LLC 4,817 49.82 11,772 51.56
Private Harbour Investment Management & Counsel, LLC 4,775 49.84 4,775 51.52
Wolff Wiese Magana Llc 3,699 50.01 7,833 51.58
CVA Family Office, LLC 1,954 50.15 1,954 51.69
Sugarloaf Wealth Management, LLC 1,923 49.92 1,923 51.48
First Financial Corp /in/ 775 50.32 775 51.61
Global Trust Asset Management, LLC 400 50.00 701 51.36
Name Current Shares Current PPS Previous Shares Previous PPS
Wbh Advisory Inc 10,738 50.38 24,674 50.17
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 799,352 1,682,217 49.92 882,865 51.55 90.54
Adviser Investments LLC 628,141 2,203,156 49.92 1,575,015 51.55 39.88
Miracle Mile Advisors, LLC 275,149 382,947 49.92 107,798 51.55 255.24
Newton One Investments LLC 199,487 234,230 49.92 34,743 51.55 574.18
PDS Planning, Inc 163,275 205,315 49.92 42,040 51.55 388.38
Wedmont Private Capital 132,825 278,297 49.92 145,472 51.51 91.31
Revolve Wealth Partners, LLC 67,643 73,039 49.92 5,396 51.52 1253.58
Brookstone Capital Management 57,234 139,051 50.18 81,817 50.91 69.95
Sargent Bickham Lagudis LLC 48,466 550,702 49.92 502,236 51.55 9.65
OLIO Financial Planning 47,110 67,793 49.92 20,683 51.54 227.77
Aletheian Wealth Advisors LLC 32,639 42,430 49.92 9,791 51.58 333.36
McNamara Financial Services, Inc. 25,999 77,804 49.92 51,805 51.56 50.19
Stephenson National Bank & Trust 15,699 101,332 49.92 85,633 51.55 18.33
Raymond James Trust N.a. 15,225 120,703 49.92 105,478 51.56 14.43
Alhambra Investment Partners LLC 12,629 61,416 49.92 48,787 51.55 25.89
Divergent Planning, LLC 9,174 96,874 49.92 87,700 51.49 10.46
Vista Private Wealth Partners. LLC 9,149 23,606 50.07 14,457 51.46 63.28
Symmetry Partners, LLC 7,031 89,702 49.92 82,671 51.55 8.50
Flagship Harbor Advisors, Llc 5,639 22,989 49.94 17,350 51.53 32.50
Marcum Wealth, LLC 4,683 19,944 49.94 15,261 51.57 30.69
McAdam, LLC 4,484 119,055 49.92 114,571 51.55 3.91
Hurlow Wealth Management Group, Inc. 3,881 37,677 49.92 33,796 51.54 11.48
Johnson Bixby & Associates, LLC 2,820 8,118 49.89 5,298 51.53 53.23
First Heartland Consultants, Inc. 359 5,254 49.87 4,895 51.48 7.33
LifePro Asset Management 311 9,787 49.96 9,476 51.50 3.28
RWM Asset Management, LLC 253 6,521 49.99 6,268 51.53 4.04
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
McKinley Carter Wealth Services, Inc. 483,347 90,896 49.93 574,243 51.55 -84.17
ForthRight Wealth Management, LLC 95,962 24,039 49.92 120,001 51.55 -79.97
Everhart Financial Group, Inc. 37,334 11,234 49.94 48,568 51.56 -76.87
Orion Portfolio Solutions, LLC 35,117 267,954 49.92 303,071 51.55 -11.59
McNaughton Wealth Management, LLC 30,809 45,352 49.92 76,161 51.55 -40.45
My Legacy Advisors, LLC 28,145 24,979 50.40 53,124 51.56 -52.98
HB Wealth Management, LLC 25,903 7,962 49.86 33,865 51.56 -76.49
Cambridge Investment Research Advisors, Inc. 23,732 103,976 49.92 127,708 51.55 -18.58
RGT Wealth Advisors, LLC 23,073 24,049 49.94 47,122 51.55 -48.96
Compass Advisory Group LLC 17,014 68,082 49.93 85,096 51.55 -19.99
Lake Street Financial Llc 16,932 5,030 49.90 21,962 51.54 -77.10
Resonant Capital Advisors, LLC 15,469 60,053 49.92 75,522 51.56 -20.48
Wbh Advisory Inc 13,936 10,738 50.38 24,674 50.17 -56.48
Baldrige Asset Management LLC 9,730 27,176 49.93 36,906 51.56 -26.36
Allworth Financial LP 8,312 69,958 49.92 78,270 51.55 -10.62
FC Advisory LLC 7,853 20,919 49.91 28,772 51.54 -27.29
Moseley Investment Management Inc 7,547 12,753 49.95 20,300 51.53 -37.18
YHB Investment Advisors, Inc. 7,500 18,465 49.93 25,965 51.53 -28.89
StrongBox Wealth, LLC 6,955 4,817 49.82 11,772 51.56 -59.08
SOA Wealth Advisors, LLC. 4,915 5,698 49.84 10,613 51.54 -46.31
Wolff Wiese Magana Llc 4,134 3,699 50.01 7,833 51.58 -52.78
Sigma Investment Counselors Inc 3,314 18,683 49.94 21,997 51.55 -15.07
Zhang Financial LLC 2,129 48,263 49.91 50,392 51.56 -4.22
Atticus Wealth Management, Llc 2,096 10,504 49.89 12,600 51.59 -16.63
Mayflower Financial Advisors, LLC 1,379 46,780 49.91 48,159 51.56 -2.86
Global Retirement Partners, LLC 965 11,249 49.96 12,214 50.02 -7.90
Mayport, Llc 362 33,106 49.93 33,468 51.54 -1.08
Global Trust Asset Management, LLC 301 400 50.00 701 51.36 -42.94
180 Wealth Advisors, Llc 236 5,799 50.01 6,035 50.37 -3.91
First Affirmative Financial Network 201 6,865 49.96 7,066 51.51 -2.84
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