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 750 140.00 142.10 108.75
Previous Quarter 750 130.00 138.11 130.63

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 469 526 8 211 106 93
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 1 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 0 0 0 1 0 0
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 81,055 0.00 0.00 1,828,330 0.00 0.00
Previous Quarter 67,863 0.00 0.00 1,956,491 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 27,727,397 142.10
Bishop & Co Investment Management, LLC 19,395,523 0.01
Betterment LLC 12,490,519 0.14
Pnc Financial Services Group, Inc. 4,875,892 142.10
Mill Creek Capital Advisors, LLC 4,757,107 142.10
Captrust Financial Advisors 4,512,495 142.10
Truist Financial Corp 4,501,893 142.10
Goldman Sachs Group Inc 3,884,158 142.10
Sei Investments Co 3,181,567 142.10
United Capital Financial Advisers, Llc 3,087,717 142.10
MEMBERS Trust Co 2,930,709 142.10
Advisor Group Holdings, Inc. 2,808,336 142.13
Pacific Life Fund Advisors LLC 2,068,009 142.10
SCS Capital Management LLC 1,670,735 142.10
Permanens Capital L.P. 1,417,073 142.10
JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) 1,387,528 142.10
Foster Group, Inc. 1,246,618 142.10
Modera Wealth Management, LLC 1,163,060 142.10
Baird Financial Group, Inc. 1,134,629 142.10
Wellspring Financial Advisors, LLC 976,434 20.93

Previous Quarter Top 20 Holding Institutes

The table below is top 20 listing of institutes holding stock of the company in the previous quarter.

Name Shares PPS
Bank Of America Corp /de/ 111,825,683 138.11
Jones Financial Companies Lllp 52,250,940 138.11
Wells Fargo & Company/mn 6,379,253 138.11
Tiaa, Fsb 5,596,011 138.11
Pnc Financial Services Group, Inc. 4,864,476 138.11
Mill Creek Capital Advisors, LLC 4,650,523 138.11
Bank of New York Mellon Corp 3,937,285 138.11
Raymond James Financial Services Advisors, Inc. 3,867,186 138.11
Amerivest Investment Management LLC 3,292,048 0.14
Advisor Group Holdings, Inc. 3,061,666 138.18
Sei Investments Co 3,047,689 138.11
MEMBERS Trust Co 2,812,945 0.14
Raymond James & Associates 2,204,174 138.11
Natixis Advisors, L.p. 1,749,252 0.14
Trustees of Dartmouth College 1,732,950 138.11
SCS Capital Management LLC 1,625,538 138.11
First Republic Investment Management, Inc. 1,439,642 138.11
CBIZ Investment Advisory Services, LLC 1,413,382 138.11
JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) 1,408,507 138.11
Modera Wealth Management, LLC 1,085,885 138.11

 

Recent Quarter Analysis

Name Shares PPS
Morgan Stanley 27,727,397 142.10
Betterment LLC 12,490,519 0.14
Captrust Financial Advisors 4,512,495 142.10
Truist Financial Corp 4,501,893 142.10
Goldman Sachs Group Inc 3,884,158 142.10
United Capital Financial Advisers, Llc 3,087,717 142.10
Pacific Life Fund Advisors LLC 2,068,009 142.10
Permanens Capital L.P. 1,417,073 142.10
Foster Group, Inc. 1,246,618 142.10
Baird Financial Group, Inc. 1,134,629 142.10
Wellspring Financial Advisors, LLC 976,434 20.93
Cambridge Investment Research Advisors, Inc. 965,060 0.14
Mbb Public Markets I Llc 799,633 142.10
Cetera Investment Advisers 769,581 142.10
Cliftonlarsonallen Wealth Advisors, Llc 741,958 142.10
Atria Wealth Solutions, Inc. 668,163 142.10
NSI Retail Advisors, LLC 666,298 0.14
Thrivent Financial For Lutherans 638,476 0.14
Thrive Wealth Management, LLC 625,782 142.10
Efficient Advisors, LLC 621,387 142.10
Name Shares PPS
Bank Of America Corp /de/ 111,825,683 138.11
Jones Financial Companies Lllp 52,250,940 138.11
Wells Fargo & Company/mn 6,379,253 138.11
Tiaa, Fsb 5,596,011 138.11
Bank of New York Mellon Corp 3,937,285 138.11
Raymond James Financial Services Advisors, Inc. 3,867,186 138.11
Amerivest Investment Management LLC 3,292,048 0.14
Raymond James & Associates 2,204,174 138.11
Natixis Advisors, L.p. 1,749,252 0.14
Trustees of Dartmouth College 1,732,950 138.11
First Republic Investment Management, Inc. 1,439,642 138.11
CBIZ Investment Advisory Services, LLC 1,413,382 138.11
Waldron Private Wealth LLC 1,017,505 0.14
Retirement Investment Advisors, Inc. 705,622 138.11
Money Design Co.,Ltd. 642,461 0.14
Bank Of Hawaii 589,270 138.11
Bleakley Financial Group, LLC 578,890 138.11
Angeles Investment Advisors, LLC 517,185 138.11
Cwm, Llc 503,785 0.14
Morningstar Investment Services LLC 492,912 0.14
Invictus Private Wealth, Llc 466,120 138.11
Focused Wealth Management, Inc 456,306 138.11
Baystate Wealth Management LLC 427,603 138.11
Change Path, LLC 426,361 0.14
Sequoia Financial Advisors, LLC 406,503 138.11
Evoke Wealth, Llc 393,566 138.11
Perfromance Wealth Partners, LLC 387,713 138.11
First Hawaiian Bank 383,870 138.11
Trustmark National Bank Trust Department 366,990 138.11
Mercer Global Advisors Inc /adv 362,642 0.14
Trustcore Financial Services, Llc 354,532 140.37
Roosevelt Investment Group Llc 350,294 123.48
Avantax Advisory Services, Inc. 348,533 138.11
Financial Advisors Network, Inc. 337,220 140.37
Sageworth Trust Co 337,009 138.11
Blue Edge Capital, LLC 323,482 138.11
Ellevest, Inc. 316,355 138.11
Foster Victor Wealth Advisors, LLC 309,191 138.04
Susquehanna International Group, Llp 301,500 138.11
Hennion & Walsh Asset Management, Inc. 280,318 0.14
Cary Street Partners Asset Management Llc 265,474 138.11
Pathway Financial Advisors LLC 264,821 138.11
Signature Estate & Investment Advisors Llc 262,573 0.14
Crane Advisory, LLC 258,510 139.78
Stableford Capital Ii Llc 254,691 0.14
Miracle Mile Advisors, LLC 245,334 138.11
GPSTX - GuidePath(R) Growth Allocation Fund Service Shares 240,422 138.11
Baltimore-Washington Financial Advisors, Inc. 237,478 138.11
Citadel Advisors Llc 231,945 138.11
Angeles Wealth Management, Llc 221,949 138.11
Stephens Inc /ar/ 205,692 138.11
Bessemer Group Inc 197,940 0.14
Regatta Capital Group, Llc 191,798 140.37
Capstone Investment Advisors, Llc 170,640 138.11
Kaye Capital Management 170,086 138.11
Wealth Architects, LLC 167,230 138.11
Millennium Management Llc 156,237 0.14
Studio Investment Management Llc 155,467 138.11
Northeast Financial Consultants Inc 152,970 138.11
Courier Capital Llc 151,127 138.11
TBH Global Asset Management, LLC 149,420 138.11
Coldstream Capital Management Inc 147,082 138.11
TD Capital Management LLC 145,538 138.11
EverSource Wealth Advisors, LLC 144,741 138.11
AAFCPAs Wealth Management, LLC 142,161 138.12
Marino, Stram & Associates Llc 141,399 138.11
First American Trust, Fsb 132,575 0.14
Global Retirement Partners, LLC 131,498 137.47
Great Valley Advisor Group, Inc. 131,209 138.11
Capital Wealth Management, Llc 131,094 138.11
GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares 127,496 138.11
Towerpoint Wealth, LLC 127,315 138.11
Money Concepts Capital Corp 127,274 10.56
Avenue 1 Advisors, LLC 126,036 138.11
Affiance Financial, LLC 123,222 138.11
JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) 120,534 138.11
Bell Investment Advisors, Inc 116,723 138.11
Sterling Group Wealth Management, LLC 115,726 138.11
Parallel Advisors, LLC 112,491 138.11
Gallagher Fiduciary Advisors, LLC 111,883 138.12
Cresta Advisors, Ltd. 110,869 138.11
Hanlon Investment Management, Inc. 109,290 138.11
Staley Capital Advisers Inc 108,025 0.14
F3Logic, LLC 107,875 140.38
Archford Capital Strategies, LLC 103,296 138.83
Waterford Advisors, LLC 102,912 0.14
HoyleCohen, LLC 99,566 138.11
My Purposeful Wealth Corp. 98,741 138.11
Wealthspan Partners, Llc 98,084 138.11
Grey Fox Wealth Advisors, LLC 97,407 138.11
Fortress Wealth Group, LLC 97,307 138.11
RFG Advisory, LLC 97,218 138.11
Ing Groep Nv 96,730 138.11
SOL Capital Management CO 94,776 138.12
Centaurus Financial, Inc. 93,176 0.14
Tenret Co LLC 92,753 138.11
White Lighthouse Investment Management Inc. 87,738 138.12
KFA Private Wealth Group, LLC 87,244 138.11
Cetera Advisors LLC 86,763 138.11
Aire Advisors, Llc 86,322 134.52
International Assets Investment Management, Llc 78,536 172.90
First United Bank Trust/ 78,485 138.10
Advisors Capital Management, LLC 77,986 0.14
BLB&B Advisors, LLC 77,196 138.12
Compton Wealth Advisory Group, LLC 74,252 138.11
Stone Point Wealth LLC 69,830 138.11
Youngs Advisory Group, Inc. 69,515 138.11
Kraft, Davis & Associates, LLC 68,991 143.45
Avantax Planning Partners, Inc. 66,599 138.11
Greenup Street Wealth Management Llc 66,296 138.11
Cyndeo Wealth Partners, LLC 66,032 138.11
Redhawk Wealth Advisors, Inc. 65,962 138.11
Aspen Wealth Strategies, LLC 65,739 138.11
AGTFX - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I 65,293 138.12
Wealthcare Advisory Partners LLC 63,948 138.11
Mitchell Mcleod Pugh & Williams Inc 63,803 138.11
Beaumont Asset Management, L.L.C. 60,715 138.10
Harbour Investments, Inc. 59,812 138.12
Ackerman Capital Advisors, LLC 59,448 138.10
Park Avenue Securities Llc 59,198 0.14
Mokosak Advisory Group, LLC 59,056 138.12
Zhang Financial LLC 58,727 138.11
Eclectic Associates Inc /adv 57,888 138.11
Von Berge Wealth Management Group, LLC 57,051 139.23
Koss-Olinger Consulting, LLC 56,609 138.11
Karp Capital Management Corp 55,883 123.47
Conrad Siegel Investment Advisors, Inc. 53,856 138.11
Planning Alternatives Ltd /adv 53,362 138.11
Washington Trust Advisors, Inc. 53,055 138.10
Neuberger Berman Group LLC 52,294 138.10
Commerce Bank 52,178 138.10
Lido Advisors, LLC 52,131 138.11
Sandbox Financial Partners, LLC 50,061 138.11
TPG Financial Advisors, LLC 46,265 138.12
Signet Financial Management, Llc 45,182 138.11
BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I 45,150 138.12
IRCAX - Voya Retirement Conservative Portfolio Class ADV 44,710 138.11
Family CFO Inc 42,331 138.10
Sowell Financial Services LLC 41,615 0.14
Atlas Capital Advisors Llc 39,872 138.12
Phillips Financial Management, Llc 38,680 138.11
Lodestone Wealth Management LLC 37,541 138.12
Good Life Advisors, LLC 34,911 138.12
Blue Investment Partners LLC 34,462 138.12
Dorsey & Whitney Trust CO LLC 33,936 138.11
GoalFusion Wealth Management, LLC 32,411 138.10
Johnson Investment Counsel Inc 32,409 138.11
First Manhattan Co 32,184 138.11
Girard Partners Ltd. 31,840 138.13
N.E.W. Advisory Services LLC 31,268 138.13
Strategic Investment Solutions, Inc. /IL 30,799 138.09
Ronald Blue Trust, Inc. 29,829 0.13
Defined Wealth Management, Llc 29,611 138.12
ICA Group Wealth Management, LLC 29,101 138.11
Perennial Investment Advisors, LLC 27,241 138.10
Edge Capital Group, LLC 26,992 138.11
Laraway Financial Inc 25,161 138.11
St. Louis Trust Co 24,713 138.11
Kiley Juergens Wealth Management, Llc 24,295 138.09
Dowling & Yahnke Llc 23,970 123.49
Auxano Advisors, LLC 23,530 138.12
United Bank 22,753 138.09
Charter Oak Capital Management, LLC 22,518 138.11
Davidson Trust Co 22,361 138.10
LifePro Asset Management 21,782 140.39
Continuum Advisory, LLC 20,785 138.13
Waddell & Associates, Llc 19,847 138.11
Peterson Wealth Services 19,631 138.10
Welch & Forbes Llc 19,372 138.09
JT Stratford LLC 18,786 138.08
Sheets Smith Wealth Management 18,637 138.11
CX Institutional 18,588 138.26
Hallmark Capital Management Inc 18,458 138.10
Autumn Glory Partners, LLC 18,236 138.13
Krilogy Financial LLC 17,590 138.09
Accel Wealth Management 17,479 138.11
Greystone Financial Group, LLC 17,476 138.13
Wealth Advisory Solutions, LLC 17,281 138.13
Personal Capital Advisors Corp 17,128 140.35
Bft Financial Group, Llc 16,822 138.09
Whitaker-Myers Wealth Managers, LTD. 16,671 138.08
King Wealth 16,601 0.12
Wells Trecaso Financial Group, LLC 16,388 138.09
Shepherd Financial Partners LLC 16,347 138.13
Capital Advisors Wealth Management, LLC 16,209 138.13
McAdam, LLC 16,132 138.11
Taconic Capital Advisors LP 16,000 138.12
Two Sigma Advisers, Lp 16,000 138.12
Kovitz Investment Group Partners, LLC 15,865 0.13
Carolinas Wealth Consulting Llc 15,714 138.09
Howard Wealth Management, Llc 15,686 138.08
MONECO Advisors, LLC 15,570 138.09
ERn Financial, LLC 15,541 138.09
Blue Barn Wealth, LLC 15,168 138.12
First National Bank Sioux Falls 15,036 138.14
Ade, Llc 14,919 138.08
Carnegie Capital Asset Management, LLC 14,803 138.08
Covenant Asset Management, LLC 14,249 138.11
Principle Wealth Partners Llc 14,066 138.13
Invst, LLC 13,794 139.34
Forefront Analytics, LLC 13,308 138.11
Sonoma Private Wealth LLC 12,917 138.11
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 12,900 138.14
Barnes Pettey Financial Advisors, Llc 12,771 138.13
Rain Capital Management, LLC 12,693 138.11
Plancorp, LLC 12,633 138.13
North Star Asset Management Inc 12,455 138.10
Newman Dignan & Sheerar, Inc. 12,287 138.11
Corepath Wealth Partners Llc 12,191 140.68
IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II 11,925 138.11
Resource Planning Group 11,861 138.10
Evercore Wealth Management, LLC 11,775 138.09
Beacon Financial Advisory LLC 11,647 138.15
North Star Investment Management Corp. 11,620 138.12
Dfpg Investments, Llc 11,463 138.10
Rs Crum Inc. 11,245 138.11
StrategIQ Financial Group, LLC 10,988 138.15
Leonard Rickey Investment Advisors P.L.L.C. 10,871 138.07
Moors & Cabot, Inc. 10,799 138.07
XML Financial, LLC 10,574 138.07
Doyle Wealth Management 10,542 123.51
McClarren Financial Advisors, Inc. 10,433 0.10
Arbor Investment Advisors, LLC 10,424 138.14
MGO Private Wealth, LLC 10,025 138.15
Cpwm, Llc 9,789 123.51
Fortitude Advisory Group L.L.C. 9,615 138.12
Peterson Wealth Advisors, LLC 9,578 138.13
Crescent Grove Advisors, LLC 9,515 138.10
Horizon Investments, LLC 9,290 138.11
Cozad Asset Management Inc 9,243 138.16
Vontobel Holding Ltd. 9,100 138.13
Gyl Financial Synergies, Llc 9,094 138.11
TAGStone Capital, Inc. 8,800 0.11
Pinnacle Financial Partners Inc 8,740 138.10
James J. Burns & Company, LLC 8,506 0.12
Waterfront Wealth Inc. 8,460 138.06
Diligent Investors, LLC 8,420 138.12
American Institute for Advanced Investment Management, LLP 8,225 138.12
Capital Investment Advisors, LLC 8,162 138.08
TAP Consulting, LLC 7,947 138.17
Executive Wealth Management, LLC 7,758 138.18
Parkside Financial Bank & Trust 7,482 138.06
Oak Hill Wealth Advisors, Llc 7,473 138.10
Prosperity Consulting Group, LLC 7,387 138.08
Curran Financial Partners, LLC 7,266 138.04
Wealth Alliance 7,264 138.08
Carmichael Hill & Associates, Inc. 7,124 138.12
Galvin, Gaustad & Stein, LLC 7,098 138.07
Prostatis Group LLC 7,037 137.56
Capital Directions Investment Advisors, LLC 6,989 140.36
Mission Creek Capital Partners, Inc. 6,973 138.10
Five Oceans Advisors 6,939 138.06
Sutton Place Investors Llc 6,878 138.12
TFB Advisors LLC 6,812 138.14
Salem Investment Counselors Inc 6,695 138.16
ACG Wealth 6,557 123.53
Heritage Wealth Management, Llc 6,280 140.45
Winthrop Advisory Group LLC 6,251 138.06
Boenning & Scattergood, Inc. 6,146 0.16
Moloney Securities Asset Management, LLC 6,019 138.06
Moody National Bank Trust Division 5,933 138.04
Smithfield Trust Co 5,803 0.17
Northwest Bancshares, Inc. 5,737 138.05
One Day In July LLC 5,638 138.17
VERITY Wealth Advisors 5,611 138.12
Alesco Advisors Llc 5,588 138.15
Vawter Financial, Ltd. 5,549 138.04
Root Financial Partners, LLC 5,515 138.17
Soltis Investment Advisors LLC 5,438 138.10
Patriot Financial Group Insurance Agency, LLC 5,210 138.00
Walkner Condon Financial Advisors LLC 5,147 137.56
Sanctuary Wealth Management, L.L.C. 5,115 140.37
apricus wealth, LLC 5,110 138.16
Pecaut & Co. 4,835 138.16
Talisman Wealth Advisors LLC 4,694 0.21
Linscomb & Williams, Inc. 4,685 138.10
Live Oak Private Wealth LLC 4,620 138.10
Institute for Wealth Management, LLC. 4,601 138.01
Balasa Dinverno & Foltz Llc 4,571 123.39
Bernardo Wealth Planning LLC 4,537 138.20
Kathleen S. Wright Associates Inc. 4,520 138.05
Meridian Management Co 4,455 138.05
Colonial River Wealth Management, LLC 4,442 138.23
RPG Investment Advisory, LLC 4,429 138.18
Icon Wealth Advisors, LLC 4,393 140.45
CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I 4,335 138.18
Avestar Capital, LLC 4,325 138.03
Dark Forest Capital Management Lp 4,142 138.10
Lumbard & Kellner, LLC 4,105 140.56
Advance Capital Management, Inc. 4,085 138.07
United Asset Strategies, Inc. 4,063 186.81
Madison Wealth Management 4,009 138.19
McNamara Financial Services, Inc. 3,990 138.10
Private Advisory Group LLC 3,949 138.01
Cypress Point Wealth Management, LLC 3,925 138.09
Lincoln Capital LLC 3,911 138.07
Confluence Wealth Services, Inc. 3,899 137.98
Absolute Capital Management, LLC 3,739 138.00
Tarbox Family Office, Inc. 3,735 138.15
Lloyd Park, LLC 3,711 123.42
Bouchey Financial Group Ltd 3,688 138.02
Gofen & Glossberg Llc /il/ 3,686 0.27
Center For Asset Management LLC 3,659 138.02
Shira Ridge Wealth Management 3,618 138.20
American National Bank 3,571 138.06
Planned Solutions, Inc. 3,563 138.09
Security National Bank Of So Dak 3,545
Budros, Ruhlin & Roe, Inc. 3,510 123.36
Joel Isaacson & Co., LLC 3,491 138.07
Ausdal Financial Partners, Inc. 3,472 138.25
Spreng Capital Management, Inc. 3,455 138.06
Northwest Investment Counselors, Llc 3,391 138.01
Cypress Wealth Services, LLC 3,342 138.24
Klingman & Associates, LLC 3,239 138.01
Highland Financial Advisors, LLC 3,239
Stelac Advisory Services LLC 3,225 137.98
First International Bank & Trust 3,220 138.20
Trust Co Of Vermont 3,143 138.08
Archer Investment Corp 3,082 138.22
Holland Advisory Services, Inc. 3,050 138.03
Bbr Partners, Llc 3,002 138.24
Pacific Sage Partners, LLC 2,957 137.98
JNBA Financial Advisors 2,953 138.16
Armstrong Advisory Group, Inc 2,879 138.24
Modus Advisors, LLC 2,877 137.99
Reynders McVeigh Capital Management, LLC 2,867
Hilltop Wealth Advisors, Llc 2,852 138.15
Telos Capital Management, Inc. 2,766 138.11
Madison Wealth Partners, Inc 2,762 138.31
Dimension Capital Management Llc 2,760 138.04
Towercrest Capital Management 2,723 138.08
First Business Financial Services, Inc. 2,689 137.97
Bryant Woods Investment Advisors, LLC 2,682 137.96
Mairs & Power Inc 2,662 138.24
VitalStone Financial, LLC 2,619
Icapital Wealth Llc 2,595 137.96
Fiduciary Group LLC 2,564 138.07
Calamos Wealth Management LLC 2,563 138.12
Fundamentun, Llc 2,556 138.11
Hemenway Trust Co LLC 2,500 138.00
Stockman Wealth Management, Inc. 2,489 138.21
Cidel Asset Management Inc 2,475 138.18
Kingfisher Capital LLC 2,394 138.26
Cape Cod Five Cents Savings Bank 2,382 138.12
Independent Wealth Network Inc. 2,381 138.18
RVW Wealth, LLC 2,348 137.99
Carl P. Sherr & Co., LLC 2,310 138.10
Means Investment Co., Inc. 2,283 137.98
Aevitas Wealth Management, Inc. 2,215 140.41
Camden Capital, LLC 2,183 138.34
Rappaport Reiches Capital Management, LLC 2,182 137.95
Harrell Investment Partners, Llc 2,166 140.35
Ullmann Financial Group, Inc. 2,135 138.17
Murphy Pohlad Asset Management LLC 2,134 138.24
Brightworth 2,114 123.46
Archetype Wealth Partners 2,099
Private Management Group Inc 2,099 138.16
McDonough Capital Management, Inc 1,995 138.35
Sterling Investment Counsel, LLC 1,956 138.04
Austin Asset Management Co Inc 1,948 138.09
Paulson Wealth Management Inc. 1,918 138.16
ERTS Wealth Advisors, LLC 1,899 137.97
Pinnacle Wealth Management Group, Inc. 1,828 137.86
Silverlake Wealth Management Llc 1,823 138.23
Rnc Capital Management Llc 1,793
New Perspectives, Inc 1,783 140.21
Marion Wealth Management 1,757 138.30
Spotlight Asset Group, Inc. 1,740
Tudor Investment Corp Et Al 1,676
Patten Group, Inc. 1,672 138.16
Tillman Hartley LLC 1,659 138.03
Clean Yield Group 1,634 138.31
Stock Yards Bank & Trust Co 1,630
Fortis Capital Advisors, LLC 1,604 138.40
NorthRock Partners, LLC 1,593 138.10
Resurgent Financial Advisors LLC 1,561 138.37
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 1,510 138.41
Blue Zone Wealth Advisors, LLC 1,500 138.00
Miramar Capital, LLC 1,492 138.07
Headlands Technologies LLC 1,471 138.00
Copperwynd Financial, LLC 1,466 137.79
RGT Wealth Advisors, LLC 1,392 123.56
Whittier Trust Co 1,381 138.31
Financial Freedom, LLC 1,346 138.19
CVA Family Office, LLC 1,314 137.75
JTC Employer Solutions Trusteee Ltd 1,280
Dividend Asset Capital, Llc 1,262
EMC Capital Management 1,029
Country Trust Bank 906 137.97
Aberdeen Wealth Management LLC 700 138.57
Pittenger & Anderson Inc 680 138.24
Provident Wealth Management, LLC 665 138.35
Old North State Trust, LLC 541
Bangor Savings Bank 524 137.40
Benjamin Edwards Inc 500
Burleson & Company, LLC 482 141.08
Ruedi Wealth Management, Inc. 461 138.83
Front Row Advisors LLC 459
Colonial Trust Advisors 418 138.76
Tower View Investment Management & Research LLC 400
Russell Investments Group, Ltd. 357 137.25
Sound Income Strategies, LLC 348 137.93
Morton Brown Family Wealth, LLC 258 139.53
Macroview Investment Management Llc 228 140.35
M&r Capital Management Inc 211 137.44
Gables Capital Management Inc. 208 139.42
Crewe Advisors LLC 180 138.89
Millburn Ridgefield Corp 173 138.73
Graham Capital Wealth Management, Llc 170 1382.35
Ambassador Advisors, LLC 169 136.09
Column Capital Advisors, LLC 168 136.90
Lee Financial Co 140 135.71
Massmutual Trust Co Fsb/adv 133 135.34
Chilton Capital Management Llc 131 137.40
Albion Financial Group /ut 115 139.13
Bellwether Advisors, LLC 112 142.86
Cyrus J. Lawrence, LLC 101
Castleview Partners, Llc 85 141.18
Carmel Capital Partners, LLC 80 137.50
Wolff Wiese Magana Llc 67 134.33
American Research & Management Co. 40 125.00
Allspring Global Investments Holdings, LLC 32 125.00
Clearview Wealth Advisors LLC 28 142.86
RFP Financial Group LLC 18 166.67
Antonetti Capital Management LLC 10 100.00
Banque Cantonale Vaudoise
Element Wealth, LLC
True North Advisors, LLC
Vectors Research Management, LLC
Curi Wealth Management, LLC
Blume Capital Management, Inc.
Stringer Asset Management, Llc
Cutler Group LP
Westwood Holdings Group Inc
Penserra Capital Management LLC
Litman Gregory Asset Management LLC
Arq Wealth Advisors, Llc
Meristem Family Wealth, LLC
Reuter James Wealth Management, Llc
Intergy Private Wealth, LLC
GenTrust, LLC
King Luther Capital Management Corp
Baron Financial Group, LLC
Flynn Zito Capital Management, Llc
Capital Investment Counsel, Inc
True Link Financial Advisors, LLC
Live Oak Investment Partners
LaSalle St. Investment Advisors, LLC
Tower Research Capital LLC (TRC)
Resolute Advisors LLC
Gibson Wealth Advisors LLC
B&D White Capital Company, LLC
Eqis Capital Management, Inc.
IFS Advisors, LLC
Oliver Lagore Vanvalin Investment Group
Brainard Capital Management LLC
Baker Tilly Financial, Llc
Castle Wealth Management Llc
Capital Advisory Group Advisory Services, LLC
PRW Wealth Management LLC
Single Point Partners, LLC
Holderness Investments Co
Parallax Volatility Advisers, L.P.
Petra Financial Advisors Inc
PSI Advisors, LLC
Better Money Decisions, LLC
Financial Strategies Group, Inc.
SYM FINANCIAL Corp
Advisor Resource Council
Paladin Advisory Group, LLC
Aurora Private Wealth, Inc.
Delta Financial Group, Inc.
Truist Financial Corp
Human Investing LLC
Solitude Financial Services
Sand Hill Global Advisors, LLC
Investment Management Corp of Ontario
Itau Unibanco Holding S.A.
Fiduciary Alliance LLC
Calton & Associates, Inc.
IRMPX - Voya Retirement Moderate Portfolio Class ADV
Edmond De Rothschild Holding S.a.
Hartline Investment Corp/
RWM Asset Management, LLC
Madison Asset Management, LLC
Engrave Wealth Partners LLC
KilterHowling LLC
Cadence Bank Na
Kraematon Investment Advisors, Inc
Capital Asset Advisory Services LLC
ICSIX - Dynamic U.S. Opportunity Fund Class I
Cypress Capital Management Llc
Jag Capital Management, Llc
44 Wealth Management Llc
Kiwi Wealth Investments Limited Partnership
Triumph Capital Management
Industrial Alliance Investment Management Inc.
Roble, Belko & Company, Inc
Capital Wealth Alliance, LLC
Valtinson Bruner Financial Planning LLC
McElhenny Sheffield Capital Management, LLC
Glassy Mountain Advisors, Inc.
Nvwm, Llc
Cohen Lawrence B
Cladis Investment Advisory, LLC
TFAFX - Tactical Growth Allocation Fund Class I
Threadgill Financial, Llc
Rebalance, Llc
1832 Asset Management L.P.
Waterloo Capital, L.P.
Wolverine Trading, Llc
Spouting Rock Asset Management, LLC
Shayne & Co., Llc
Synergy Financial Management, LLC
BCS Wealth Management
First Command Advisory Services, Inc.
Regency Capital Management Inc.\DE
Laurel Wealth Planning LLC
Lwmg, Llc
Ibex Wealth Advisors
Huntington National Bank
Prelude Capital Management, Llc
Wallace Advisory Group, LLC
EWG Elevate Inc.
Per Stirling Capital Management, LLC.
Waters Parkerson & Co., Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Bishop & Co Investment Management, LLC 19,395,523 0.01 134,796 138.11
Wall Street Access Asset Management, LLC 30,250 7.24 30,042 138.11
Wolf Group Capital Advisors 27,114 135.65 25,678 138.09
Paragon Advisors, LLC 14,123 0.14 13,280 0.15
Peapack Gladstone Financial Corp 11,760 0.17 11,124 0.18
Wesbanco Bank Inc 5,632 0.18 4,874 0.21
AllSquare Wealth Management LLC 113 132.74 133 135.34
Morling Financial Advisors, LLC 29 137.93 27 148.15
Name Current Shares Current PPS Previous Shares Previous PPS
Pnc Financial Services Group, Inc. 4,875,892 142.10 4,864,476 138.11
Mill Creek Capital Advisors, LLC 4,757,107 142.10 4,650,523 138.11
Sei Investments Co 3,181,567 142.10 3,047,689 138.11
MEMBERS Trust Co 2,930,709 142.10 2,812,945 0.14
Advisor Group Holdings, Inc. 2,808,336 142.13 3,061,666 138.18
SCS Capital Management LLC 1,670,735 142.10 1,625,538 138.11
JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) 1,387,528 142.10 1,408,507 138.11
Modera Wealth Management, LLC 1,163,060 142.10 1,085,885 138.11
Systematic Alpha Investments, LLC 894,868 142.10 894,868 138.11
Stephens Group Asset Management, Llc 785,009 142.10 703,028 138.11
BOK Financial Private Wealth, Inc. 472,582 142.10 496,901 138.11
Orion Portfolio Solutions, LLC 467,712 142.10 454,674 138.11
Fifth Third Bancorp 425,150 142.10 479,701 138.11
Nadler Financial Group, Inc. 393,853 142.10 399,312 138.11
JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) 392,986 142.10 395,562 138.11
Rockefeller Capital Management L.P. 384,693 142.10 310,605 0.14
National Bank Of Canada /fi/ 376,522 142.64 281,322 138.11
Franklin Resources Inc 304,236 142.10 368,984 138.11
TMD Wealth Management, LLC 295,600 142.10 283,786 138.11
Steward Partners Investment Advisory, Llc 284,028 142.10 308,216 138.11
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Bishop & Co Investment Management, LLC 19,260,727 19,395,523 0.01 134,796 138.11 14288.80
Sei Investments Co 133,878 3,181,567 142.10 3,047,689 138.11 4.39
MEMBERS Trust Co 117,764 2,930,709 142.10 2,812,945 0.14 4.19
Mill Creek Capital Advisors, LLC 106,584 4,757,107 142.10 4,650,523 138.11 2.29
National Bank Of Canada /fi/ 95,200 376,522 142.64 281,322 138.11 33.84
Stephens Group Asset Management, Llc 81,981 785,009 142.10 703,028 138.11 11.66
Modera Wealth Management, LLC 77,175 1,163,060 142.10 1,085,885 138.11 7.11
Rockefeller Capital Management L.P. 74,088 384,693 142.10 310,605 0.14 23.85
SCS Capital Management LLC 45,197 1,670,735 142.10 1,625,538 138.11 2.78
Cresset Asset Management, LLC 39,694 230,078 142.10 190,384 138.11 20.85
Merit Financial Group, LLC 18,179 151,500 142.10 133,321 138.11 13.64
Vanguard Group Inc 15,928 47,816 142.11 31,888 138.11 49.95
Dougherty Wealth Advisers LLC 15,550 20,807 142.12 5,257 138.10 295.80
OLIO Financial Planning 15,533 154,893 142.10 139,360 138.11 11.15
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Tactical Allocation VP Initial 13,192 81,055 142.10 67,863 138.12 19.44
Orion Portfolio Solutions, LLC 13,038 467,712 142.10 454,674 138.11 2.87
TMD Wealth Management, LLC 11,814 295,600 142.10 283,786 138.11 4.16
Pnc Financial Services Group, Inc. 11,416 4,875,892 142.10 4,864,476 138.11 0.23
Breakwater Capital Group 11,258 53,440 142.10 42,182 138.12 26.69
SageView Advisory Group, LLC 10,838 97,141 142.10 86,303 138.11 12.56
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Manufacturers Life Insurance Company, The 635,163 88,472 142.10 723,635 138.11 -87.77
Advisor Group Holdings, Inc. 253,330 2,808,336 142.13 3,061,666 138.18 -8.27
Systelligence, LLC 147,843 79,332 142.10 227,175 138.11 -65.08
Franklin Resources Inc 64,748 304,236 142.10 368,984 138.11 -17.55
NorthLanding Financial Partners, LLC 60,371 119,007 142.10 179,378 138.11 -33.66
Fifth Third Bancorp 54,551 425,150 142.10 479,701 138.11 -11.37
Valeo Financial Advisors, LLC 34,032 36,139 142.09 70,171 58.96 -48.50
Affinity Capital Advisors, LLC 33,731 219,808 142.10 253,539 138.11 -13.30
BOK Financial Private Wealth, Inc. 24,319 472,582 142.10 496,901 138.11 -4.89
Steward Partners Investment Advisory, Llc 24,188 284,028 142.10 308,216 138.11 -7.85
Gunma Bank,Ltd. 23,000 14,000 0.14 37,000 0.14 -62.16
JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) 20,979 1,387,528 142.10 1,408,507 138.11 -1.49
Oppenheimer & Co Inc 20,327 35,684 142.11 56,011 138.12 -36.29
Texas Yale Capital Corp. 17,618 33,865 142.09 51,483 138.10 -34.22
Creative Financial Designs Inc /adv 15,990 170,684 142.10 186,674 138.11 -8.57
SRS Capital Advisors, Inc. 15,194 196,852 142.10 212,046 138.11 -7.17
3D/L Capital Management, LLC 13,075 221,570 142.10 234,645 138.11 -5.57
Dynamic Advisor Solutions LLC 12,227 14,624 142.10 26,851 138.10 -45.54
Deltec Asset Management Llc 11,450 2,050 141.95 13,500 138.07 -84.81
Intelligence Driven Advisers, LLC 9,894 24,715 140.64 34,609 138.84 -28.59
Name Current Puts
Name Current Calls
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Paladin Advisory Group, LLC 0
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Past Week Analysis

Name Shares PPS
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Washington Capital Management Inc 8,257 142.06 8,257 138.06
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
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Name
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