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 904 245.00 51.21 63.04
Previous Quarter 930 241.00 51.21 62.99

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 15 146 85 6 42 37
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 1 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 9 5 61 4 33 25
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 38,454 0.00 0.00 1,482,159 0.00 0.00
Previous Quarter 38,454 0.00 0.00 1,482,159 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
FMR LLC 29,840,033
Fmr Llc 26,833,879 51.21
Betterment LLC 10,211,273 51.21
Morgan Stanley 9,118,714 51.21
Bank Of America Corp /de/ 8,242,026 51.21
Jpmorgan Chase & Co 8,019,334 51.21
Wells Fargo & Company/mn 6,028,742 51.21
Valmark Advisers, Inc. 5,987,606 51.21
UBS Group AG 5,640,415 51.21
Sei Investments Co 5,503,212 51.22
Ameriprise Financial Inc 4,179,680 51.25
Northwestern Mutual Wealth Management Co 3,447,285 51.21
Amerivest Investment Management LLC 2,802,524 51.21
LPL Financial LLC 2,776,717 51.21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,521,624 51.21
Beacon Capital Management, Inc. 2,283,330 51.21
Raymond James Financial Services Advisors, Inc. 2,245,972 51.21
HighTower Advisors, LLC 1,884,226 51.20
Envestnet Asset Management Inc 1,776,806 51.21
Advisor Group Holdings, Inc. 1,750,218 49.53

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
Fmr Llc 26,833,879 51.21
Betterment LLC 10,211,273 51.21
Morgan Stanley 9,118,714 51.21
Bank Of America Corp /de/ 8,242,026 51.21
Jpmorgan Chase & Co 8,019,334 51.21
Wells Fargo & Company/mn 6,028,742 51.21
Valmark Advisers, Inc. 5,987,606 51.21
UBS Group AG 5,640,415 51.21
Sei Investments Co 5,503,212 51.22
Ameriprise Financial Inc 4,179,680 51.25
Northwestern Mutual Wealth Management Co 3,447,285 51.21
Amerivest Investment Management LLC 2,802,524 51.21
LPL Financial LLC 2,776,717 51.21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,521,624 51.21
Beacon Capital Management, Inc. 2,283,330 51.21
Raymond James Financial Services Advisors, Inc. 2,245,972 51.21
HighTower Advisors, LLC 1,884,226 51.20
Envestnet Asset Management Inc 1,776,806 51.21
Advisor Group Holdings, Inc. 1,750,218 49.53
Almanack Investment Partners, LLC. 1,678,463 51.21

 

Recent Quarter Analysis

Name Shares PPS
FMR LLC 29,840,033
TDSB - Cabana Target Drawdown 7 ETF 507,667 50.67
Boston Standard Wealth Management, LLC 118,622 49.84
Nova R Wealth, Inc. 101,258 50.12
Orion Portfolio Solutions, LLC 44,036 50.12
Bridge Advisory, LLC 29,970 49.32
Jmac Enterprises Llc 12,296 51.24
Wipfli Financial Advisors Llc, 9,200 50.11
RB Capital Management, LLC 5,512 50.07
Bremer Bank National Association 5,500 50.18
Wedmont Private Capital 5,470 50.09
Mascoma Wealth Management LLC 280 50.00
Newbridge Financial Services Group, Inc. 109 45.87
Burleson & Company, LLC 60 50.00
Eaton Vance Management 0
Name Shares PPS
Ameritas Investment Corp 229,041 0.05
CLFLX - CLS Flexible Income Fund Class N Shares 223,100 52.07
CLERX - CLS Growth and Income Fund Class N 200,000 52.07
Freestate Advisors LLC 183,933 52.58
Granite Investment Advisors, LLC 116,169 52.58
Citadel Advisors Llc 114,300 51.21
Boston Standard Wealth Management, LLC 107,769 51.21
Managed Account Services Inc 101,416 52.58
Old Dominion Capital Management Inc 99,650 52.58
Ford Financial Group, LLC 83,312 51.21
CAMG Solamere Management, LLC 48,621 52.45
IFP Advisors, Inc 26,251 51.58
CSQAX - Credit Suisse Multialternative Strategy Fund Class A Shares 23,962 52.08
Mid Atlantic Financial Management Inc/adv 20,519 52.59
Jmac Enterprises Llc 12,296 51.24
Spectrum Asset Management, Inc. (NB/CA) 11,242 51.24
BlueSky Wealth Advisors, LLC 10,014 51.43
Alexandria Capital, LLC 8,697 52.55
Clarus Wealth Advisors 7,914 50.54
ACMAX - Absolute Capital Defender Fund Class A Shares 7,100 52.54
AAMAX - Absolute Capital Asset Allocator Fund Class A Shares 6,000 52.50
Pinnacle Private Wealth, LLC 5,569 51.18
Prism Advisors, Inc. 4,659 51.30
Carroll Financial Associates, Inc. 2,636 51.21
Koshinski Asset Management, Inc. 1,933 51.22
Bbva Usa 1,554 52.77
Paladin Advisory Group, LLC 1,413 50.25
Heritage Wealth Management, Llc 500 52.00
GoalVest Advisory LLC 32 62.50
Carolinas Wealth Consulting Llc 1
Salem Investment Counselors Inc
Ballew Advisors, Inc
Smith Shellnut Wilson Llc /adv
Truadvice, LLC
Compass Advisory Group LLC
ARGI Investment Services, LLC
New Capital Management LP
Eaton Vance Management
Emerald Investment Partners, Llc
FourThought Financial, LLC
Alhambra Investment Partners LLC
Canton Hathaway, LLC
RFG Advisory, LLC
Costello Asset Management, INC
Glovista Investments LLC
Perella Weinberg Partners Capital Management LP
Strategic Blueprint, LLC
Moulton Wealth Management, Inc
Foster & Motley Inc
Brinker Capital Investments, LLC
JBJ Investment Partners, LLC
BLUIX - BLUEPRINT GROWTH FUND Institutional Class
Aquire Wealth Advisors, LLC
Watchman Group, Inc.
Firestone Capital Management
TFAZX - TFA Tactical Income Fund Class I
Mach-1 Financial Group, Inc.
Cutler Group LP
Better Money Decisions, LLC
M&t Bank Corp
Kowal Investment Group, LLC
Viridian Ria, Llc
Holderness Investments Co
Horizon Financial Services, Llc
Element Pointe Advisors, Llc
St. James Investment Advisors, LLC
McMahon Financial Advisors, LLC
CNB Bank
Huntington National Bank
Krs Capital Management, Llc
Nwam Llc
PFG Advisors
Johnson Midwest Financial, LLC
Two Sigma Securities, Llc
Armbruster Capital Management, Inc.
Summit Trail Advisors, Llc
Marks Wealth, LLC
Brighton Jones Llc
Providence Capital Advisors, LLC
Stonnington Group, Llc
Hnp Capital Llc
Keystone Wealth Partners
Retirement Capital Strategies
Sageworth Trust Co
Matisse Capital
Claraphi Advisory Network, LLC
Estate Counselors, LLC
Cullen/frost Bankers, Inc.
Independent Advisor Alliance
Aries Wealth Management
Cpwm, Llc
Evoke Wealth, Llc
Principal Financial Group Inc
Aevitas Wealth Management, Inc.
JustInvest LLC
Vanguard Group Inc
CENTRAL TRUST Co
Advisor Resource Council
Cribstone Capital Management, LLC
Solstein Capital, LLC
Gerber Kawasaki Wealth & Investment Management
BHF RG Capital Inc.
Pittenger & Anderson Inc
Ironwood Financial, llc
Lowe Wealth Advisors, LLC
Northland Capital Management LLC
Atlas Private Wealth Advisors
Symmetry Partners, LLC
Ade, Llc
Bennett Selby Investments Lp
Hilltop Holdings Inc.
Cutler Group LP
Coastal Bridge Advisors, LLC
Plante Moran Financial Advisors, LLC
Cutler Group LP
V Wealth Advisors LLC
Financial Advocates Investment Management
Eaton Vance Management
Pacitti Group Inc.
HAP Trading, LLC
SWM Advisors
Snowden Capital Advisors LLC
Monumental Financial Group Inc.
Fifth Third Securities, Inc.
Intergy Private Wealth, LLC
Morningstar Investment Services LLC
Cassady Schiller Wealth Management, LLC
Simplicity Wealth,LLC
Apollon Wealth Management, LLC
Meridian Wealth Partners, LLC
SCS Capital Management LLC
D'Orazio & Associates, Inc.
Cliftonlarsonallen Wealth Advisors, Llc
Concorde Financial Corp
Latitude Advisors, LLC
Phoenix Holdings Ltd.
MDFIX - Matisse Discounted Bond CEF Strategy Institutional Class
Alliance Wealth Advisors, LLC
Procyon Private Wealth Partners, LLC
H&H Retirement Design & Management INC
Nvwm, Llc
Bessemer Group Inc
Guidance Point Advisors, LLC
Roberts Glore & Co Inc /il/
Holloway Wealth Management, LLC
Liberty Wealth Management Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Private Advisor Group, LLC 1,298,741 50.12 1,155,588 51.21
NextCapital Advisers, Inc. 1,232,611 50.12 1,269,937 51.39
Nkcfo Llc 1,021,600 50.12 1,084,400 51.21
Cambridge Investment Research Advisors, Inc. 595,359 50.12 422,820 51.21
Alaska Permanent Capital Management 559,406 50.12 595,774 51.21
Deane Retirement Strategies, Inc. 534,060 49.86 543,055 50.54
Smart Money Group LLC 530,516 50.12 420,977 51.21
Anderson Hoagland & Co 518,324 49.39 590,973 51.21
Koss-Olinger Consulting, LLC 396,925 50.12 41,158 51.22
AdvisorNet Financial, Inc 373,276 50.12 6,037 51.18
Webster Bank, N. A. 309,788 50.12 280,681 51.21
Keystone Wealth Services, LLC 223,292 50.12 150,576 51.21
Rfg Holdings, Inc. 217,313 50.12 196,165 51.21
Hoese & Co LLP 207,070 50.11 205,730 51.20
Money Design Co.,Ltd. 204,467 50.12 221,318 51.21
First Heartland Consultants, Inc. 195,030 50.12 112,541 51.21
Kohmann Bosshard Financial Services, LLC 194,972 50.12 207,213 51.21
APCM Wealth Management for Individuals 194,126 50.12 193,849 51.21
Apella Capital, LLC 191,780 50.12 195,305 51.21
Morningstar Funds Trust - Morningstar Defensive Bond Fund 186,006 50.67 161,875 51.06
Name Current Shares Current PPS Previous Shares Previous PPS
Prosperity Planning, Inc. 168,835 57.23 168,835 55.33
Massmutual Trust Co Fsb/adv 34,394 0.06 34,879 0.06
Foundations Investment Advisors, LLC 33,550 49.42 0
Carnegie Capital Asset Management, LLC 5,251 52.37 0
Rosenberg Matthew Hamilton 2,455 498.98 2,471 51.40
Tsfg, Llc 413 50.85 513 50.68
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
AdvisorNet Financial, Inc 367,239 373,276 50.12 6,037 51.18 6083.14
Koss-Olinger Consulting, LLC 355,767 396,925 50.12 41,158 51.22 864.39
Cambridge Investment Research Advisors, Inc. 172,539 595,359 50.12 422,820 51.21 40.81
Private Advisor Group, LLC 143,153 1,298,741 50.12 1,155,588 51.21 12.39
Smart Money Group LLC 109,539 530,516 50.12 420,977 51.21 26.02
Allworth Financial LP 96,222 155,983 50.12 59,761 51.20 161.01
First Heartland Consultants, Inc. 82,489 195,030 50.12 112,541 51.21 73.30
Keystone Wealth Services, LLC 72,716 223,292 50.12 150,576 51.21 48.29
Tompkins Financial Corp 46,778 55,808 50.12 9,030 51.27 518.03
Foundations Investment Advisors, LLC 33,550 33,550 49.42 0 0.00
Webster Bank, N. A. 29,107 309,788 50.12 280,681 51.21 10.37
Morningstar Funds Trust - Morningstar Defensive Bond Fund 24,131 186,006 50.67 161,875 51.06 14.91
Rfg Holdings, Inc. 21,148 217,313 50.12 196,165 51.21 10.78
Flagship Harbor Advisors, Llc 18,852 62,488 50.12 43,636 51.22 43.20
StrongBox Wealth, LLC 18,228 90,049 50.12 71,821 51.21 25.38
Sargent Bickham Lagudis LLC 7,765 55,171 50.12 47,406 51.22 16.38
Perfromance Wealth Partners, LLC 7,436 46,544 50.12 39,108 51.22 19.01
Carnegie Capital Asset Management, LLC 5,251 5,251 52.37 0 0.00
Stone Asset Management Inc. 3,730 10,744 50.17 7,014 51.18 53.18
VERITY Wealth Advisors 2,440 6,629 50.08 4,189 51.32 58.25
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
D. Scott Neal, Inc. 1,467,930 127,246 50.12 1,595,176 51.21 -92.02
HBW Advisory Services LLC 120,177 52,155 50.12 172,332 51.21 -69.74
Anderson Hoagland & Co 72,649 518,324 49.39 590,973 51.21 -12.29
Johnson Bixby & Associates, LLC 68,318 104,478 50.12 172,796 51.21 -39.54
Nkcfo Llc 62,800 1,021,600 50.12 1,084,400 51.21 -5.79
SAM Advisors, LLC 44,983 70,941 50.21 115,924 51.21 -38.80
NextCapital Advisers, Inc. 37,326 1,232,611 50.12 1,269,937 51.39 -2.94
Alaska Permanent Capital Management 36,368 559,406 50.12 595,774 51.21 -6.10
Raub Brock Capital Management LP 25,671 6,341 50.15 32,012 51.20 -80.19
Money Design Co.,Ltd. 16,851 204,467 50.12 221,318 51.21 -7.61
SSFI - Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF 14,669 40,243 50.67 54,912 51.06 -26.71
Calton & Associates, Inc. 13,797 5,705 49.96 19,502 51.17 -70.75
Raymond James Trust N.a. 12,647 24,907 50.11 37,554 51.21 -33.68
Kohmann Bosshard Financial Services, LLC 12,241 194,972 50.12 207,213 51.21 -5.91
My Legacy Advisors, LLC 12,086 20,021 49.45 32,107 51.20 -37.64
Deane Retirement Strategies, Inc. 8,995 534,060 49.86 543,055 50.54 -1.66
Gradient Investments LLC 8,278 781 49.94 9,059 51.22 -91.38
Friedenthal Financial 5,932 12,592 50.11 18,524 51.23 -32.02
Benchmark Wealth Management, LLC 5,017 6,152 50.07 11,169 51.21 -44.92
Austin Asset Management Co Inc 4,780 86,080 50.12 90,860 51.21 -5.26
Name Current Puts
Name Current Calls
Name
Name Previous Puts
HAP Trading, LLC 0
Name Previous Calls
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Boston Standard Wealth Management, LLC 118,622 49.84
Nova R Wealth, Inc. 101,258 50.12
Orion Portfolio Solutions, LLC 44,036 50.12
Bridge Advisory, LLC 29,970 49.32
RB Capital Management, LLC 5,512 50.07
Wedmont Private Capital 5,470 50.09
Mascoma Wealth Management LLC 280 50.00
Newbridge Financial Services Group, Inc. 109 45.87
Burleson & Company, LLC 60 50.00
Name Shares PPS
Koshinski Asset Management, Inc. 1,933 51.22
Clarus Wealth Advisors 7,914 50.54
Spectrum Asset Management, Inc. (NB/CA) 11,242 51.24
Ford Financial Group, LLC 83,312 51.21
Pinnacle Private Wealth, LLC 5,569 51.18
Name Current Shares Current PPS Previous Shares Previous PPS
Private Advisor Group, LLC 1,298,741 50.12 1,155,588 51.21
Cambridge Investment Research Advisors, Inc. 595,359 50.12 422,820 51.21
Alaska Permanent Capital Management 559,406 50.12 595,774 51.21
Smart Money Group LLC 530,516 50.12 420,977 51.21
Webster Bank, N. A. 309,788 50.12 280,681 51.21
Keystone Wealth Services, LLC 223,292 50.12 150,576 51.21
Rfg Holdings, Inc. 217,313 50.12 196,165 51.21
Hoese & Co LLP 207,070 50.11 205,730 51.20
Money Design Co.,Ltd. 204,467 50.12 221,318 51.21
First Heartland Consultants, Inc. 195,030 50.12 112,541 51.21
APCM Wealth Management for Individuals 194,126 50.12 193,849 51.21
Allworth Financial LP 155,983 50.12 59,761 51.20
Bouvel Investment Partners, LLC 142,226 50.12 145,142 51.21
D. Scott Neal, Inc. 127,246 50.12 1,595,176 51.21
Johnson Bixby & Associates, LLC 104,478 50.12 172,796 51.21
StrongBox Wealth, LLC 90,049 50.12 71,821 51.21
Austin Asset Management Co Inc 86,080 50.12 90,860 51.21
SAM Advisors, LLC 70,941 50.21 115,924 51.21
West Bancorporation Inc 70,524 50.12 68,794 51.21
Elmwood Wealth Management, Inc. 70,319 50.11 68,769 51.21
Miracle Mile Advisors, LLC 65,628 50.12 66,227 51.20
Flagship Harbor Advisors, Llc 62,488 50.12 43,636 51.22
RGT Wealth Advisors, LLC 59,101 50.12 59,468 51.20
Tompkins Financial Corp 55,808 50.12 9,030 51.27
Sargent Bickham Lagudis LLC 55,171 50.12 47,406 51.22
Mayport, Llc 55,119 50.13 55,199 51.21
HBW Advisory Services LLC 52,155 50.12 172,332 51.21
ACG Wealth 50,974 50.12 50,863 51.22
Perfromance Wealth Partners, LLC 46,544 50.12 39,108 51.22
Hurlow Wealth Management Group, Inc. 41,006 50.11 40,523 51.21
Ritholtz Wealth Management 35,994 50.12 35,609 51.22
Advisory Alpha, LLC 26,868 50.13 29,409 51.21
Btr Capital Management Inc 25,625 50.11 25,625 51.20
Raymond James Trust N.a. 24,907 50.11 37,554 51.21
My Legacy Advisors, LLC 20,021 49.45 32,107 51.20
Private Harbour Investment Management & Counsel, LLC 14,725 50.12 15,125 51.24
Radnor Capital Management, LLC 14,465 50.12 14,465 51.23
Pinnacle Bancorp, Inc. 14,429 50.11 17,272 51.18
Friedenthal Financial 12,592 50.11 18,524 51.23
Five Oceans Advisors 11,404 50.16 11,442 51.21
Stone Asset Management Inc. 10,744 50.17 7,014 51.18
Krilogy Financial LLC 10,026 50.07 9,629 51.20
Zhang Financial LLC 8,645 50.09 8,984 51.20
Evanson Asset Management, LLC 8,602 50.10 8,513 51.22
Mayflower Financial Advisors, LLC 7,356 50.16 5,633 51.13
Global Retirement Partners, LLC 7,025 50.11 6,865 50.84
VERITY Wealth Advisors 6,629 50.08 4,189 51.32
Monterey Private Wealth, Inc. 6,554 50.05 4,862 51.42
Brookstone Capital Management 6,467 49.48 5,167 50.51
Benchmark Wealth Management, LLC 6,152 50.07 11,169 51.21
Global Trust Asset Management, LLC 6,042 50.15 6,031 51.24
Calton & Associates, Inc. 5,705 49.96 19,502 51.17
180 Wealth Advisors, Llc 5,460 49.82 5,585 50.49
EFG Asset Management (Americas) Corp. 5,390 50.09 5,390 51.21
Castle Rock Wealth Management, LLC 5,293 49.31 5,278 50.59
Beese Fulmer Investment Management, Inc. 4,580 50.22 4,580 51.31
Baldrige Asset Management LLC 4,555 50.05 4,555 51.15
Sugarloaf Wealth Management, LLC 1,581 49.97 1,581 51.23
Sound Income Strategies, LLC 1,345 49.81 1,026 51.66
Parkside Financial Bank & Trust 1,064 49.81 1,064 50.75
Gradient Investments LLC 781 49.94 9,059 51.22
Name Current Shares Current PPS Previous Shares Previous PPS
Prosperity Planning, Inc. 168,835 57.23 168,835 55.33
Carnegie Capital Asset Management, LLC 5,251 52.37 0
Rosenberg Matthew Hamilton 2,455 498.98 2,471 51.40
Tsfg, Llc 413 50.85 513 50.68
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 172,539 595,359 50.12 422,820 51.21 40.81
Private Advisor Group, LLC 143,153 1,298,741 50.12 1,155,588 51.21 12.39
Smart Money Group LLC 109,539 530,516 50.12 420,977 51.21 26.02
Allworth Financial LP 96,222 155,983 50.12 59,761 51.20 161.01
First Heartland Consultants, Inc. 82,489 195,030 50.12 112,541 51.21 73.30
Keystone Wealth Services, LLC 72,716 223,292 50.12 150,576 51.21 48.29
Tompkins Financial Corp 46,778 55,808 50.12 9,030 51.27 518.03
Webster Bank, N. A. 29,107 309,788 50.12 280,681 51.21 10.37
Rfg Holdings, Inc. 21,148 217,313 50.12 196,165 51.21 10.78
Flagship Harbor Advisors, Llc 18,852 62,488 50.12 43,636 51.22 43.20
StrongBox Wealth, LLC 18,228 90,049 50.12 71,821 51.21 25.38
Sargent Bickham Lagudis LLC 7,765 55,171 50.12 47,406 51.22 16.38
Perfromance Wealth Partners, LLC 7,436 46,544 50.12 39,108 51.22 19.01
Carnegie Capital Asset Management, LLC 5,251 5,251 52.37 0 0.00
Stone Asset Management Inc. 3,730 10,744 50.17 7,014 51.18 53.18
VERITY Wealth Advisors 2,440 6,629 50.08 4,189 51.32 58.25
West Bancorporation Inc 1,730 70,524 50.12 68,794 51.21 2.51
Mayflower Financial Advisors, LLC 1,723 7,356 50.16 5,633 51.13 30.59
Monterey Private Wealth, Inc. 1,692 6,554 50.05 4,862 51.42 34.80
Elmwood Wealth Management, Inc. 1,550 70,319 50.11 68,769 51.21 2.25
Hoese & Co LLP 1,340 207,070 50.11 205,730 51.20 0.65
Brookstone Capital Management 1,300 6,467 49.48 5,167 50.51 25.16
Hurlow Wealth Management Group, Inc. 483 41,006 50.11 40,523 51.21 1.19
Krilogy Financial LLC 397 10,026 50.07 9,629 51.20 4.12
Ritholtz Wealth Management 385 35,994 50.12 35,609 51.22 1.08
Sound Income Strategies, LLC 319 1,345 49.81 1,026 51.66 31.09
APCM Wealth Management for Individuals 277 194,126 50.12 193,849 51.21 0.14
Global Retirement Partners, LLC 160 7,025 50.11 6,865 50.84 2.33
ACG Wealth 111 50,974 50.12 50,863 51.22 0.22
Evanson Asset Management, LLC 89 8,602 50.10 8,513 51.22 1.05
Castle Rock Wealth Management, LLC 15 5,293 49.31 5,278 50.59 0.28
Global Trust Asset Management, LLC 11 6,042 50.15 6,031 51.24 0.18
Arkadios Wealth Advisors 8 5,707 5,699 0.14
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
D. Scott Neal, Inc. 1,467,930 127,246 50.12 1,595,176 51.21 -92.02
HBW Advisory Services LLC 120,177 52,155 50.12 172,332 51.21 -69.74
Johnson Bixby & Associates, LLC 68,318 104,478 50.12 172,796 51.21 -39.54
SAM Advisors, LLC 44,983 70,941 50.21 115,924 51.21 -38.80
Alaska Permanent Capital Management 36,368 559,406 50.12 595,774 51.21 -6.10
Money Design Co.,Ltd. 16,851 204,467 50.12 221,318 51.21 -7.61
Calton & Associates, Inc. 13,797 5,705 49.96 19,502 51.17 -70.75
Raymond James Trust N.a. 12,647 24,907 50.11 37,554 51.21 -33.68
My Legacy Advisors, LLC 12,086 20,021 49.45 32,107 51.20 -37.64
Gradient Investments LLC 8,278 781 49.94 9,059 51.22 -91.38
Friedenthal Financial 5,932 12,592 50.11 18,524 51.23 -32.02
Benchmark Wealth Management, LLC 5,017 6,152 50.07 11,169 51.21 -44.92
Austin Asset Management Co Inc 4,780 86,080 50.12 90,860 51.21 -5.26
Bouvel Investment Partners, LLC 2,916 142,226 50.12 145,142 51.21 -2.01
Pinnacle Bancorp, Inc. 2,843 14,429 50.11 17,272 51.18 -16.46
Advisory Alpha, LLC 2,541 26,868 50.13 29,409 51.21 -8.64
Miracle Mile Advisors, LLC 599 65,628 50.12 66,227 51.20 -0.90
Private Harbour Investment Management & Counsel, LLC 400 14,725 50.12 15,125 51.24 -2.64
RGT Wealth Advisors, LLC 367 59,101 50.12 59,468 51.20 -0.62
Zhang Financial LLC 339 8,645 50.09 8,984 51.20 -3.77
180 Wealth Advisors, Llc 125 5,460 49.82 5,585 50.49 -2.24
Tsfg, Llc 100 413 50.85 513 50.68 -19.49
Mayport, Llc 80 55,119 50.13 55,199 51.21 -0.14
Five Oceans Advisors 38 11,404 50.16 11,442 51.21 -0.33
Rosenberg Matthew Hamilton 16 2,455 498.98 2,471 51.40 -0.65
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