Institutional Ownership Stats

Institutional Ownership is one very important way to analyze how a stock will perform in the future. Here's a good article weighing the pros and cons of institutional ownership.

The table below is a summary of the mean, median and true PPS (Price Per Share) the institutions have paid in the current and last quarter. Most institutes hedge their bets both ways to protect the investment. The do so by buying puts and calls for a stock as well, apart from stock ownership.

Quarter	Institute Count	Mean PPS	Median PPS	True Value PPS
Current Quarter	1,796	839.00	287.56	288.60
Previous Quarter	1,849	889.00	287.60	283.41

Institutional Ownership Counts

The table below is summary data with links to individual listing tables below to indicate if new institutes bought in, sold out, averaged down, averaged up etc. This is a critical piece of data to analyze what the money flow is in quarter and past week.

Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Current Quarter	24	292	470	6	225	179
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	1	0	0	0	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	12	18	162	1	79	60
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	15,813	0.00	0.00	1,039,649	0.00	0.00
Previous Quarter	15,813	0.00	0.00	1,039,649	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
Bank Of America Corp /de/	35,777,142	287.60
CFS Investment Advisory Services, LLC	23,922,973	0.08
Jones Financial Companies Lllp	14,955,179	285.60
Morgan Stanley	11,061,772	287.60
Financial Engines Advisors L.L.C.	10,948,801	287.60
Envestnet Asset Management Inc	9,503,358	287.60
UBS Group AG	5,665,027	287.60
LPL Financial LLC	4,019,249	287.60
Tiaa, Fsb	3,618,535	286.93
Fmr Llc	3,449,724	287.60
Wells Fargo & Company/mn	2,775,336	287.60
Ameriprise Financial Inc	2,661,704	287.51
Pnc Financial Services Group, Inc.	2,506,811	287.60
Bank of New York Mellon Corp	2,400,560	287.60
EP Wealth Advisors, Inc.	2,276,468	287.60
D.a. Davidson & Co.	1,757,922	287.60
Royal Bank Of Canada	1,625,804	287.60
United Capital Financial Advisers, Llc	1,562,193	287.60
Sei Investments Co	1,558,284	287.56
Commonwealth Equity Services, Llc	1,379,397	222.89

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/	35,777,142	287.60
CFS Investment Advisory Services, LLC	23,922,973	0.08
Jones Financial Companies Lllp	14,955,179	285.60
Morgan Stanley	11,061,772	287.60
Financial Engines Advisors L.L.C.	10,948,801	287.60
Envestnet Asset Management Inc	9,503,358	287.60
UBS Group AG	5,665,027	287.60
LPL Financial LLC	4,019,249	287.60
Tiaa, Fsb	3,618,535	286.93
Fmr Llc	3,449,724	287.60
Wells Fargo & Company/mn	2,775,336	287.60
Ameriprise Financial Inc	2,661,704	287.51
Pnc Financial Services Group, Inc.	2,506,811	287.60
Bank of New York Mellon Corp	2,400,560	287.60
EP Wealth Advisors, Inc.	2,276,468	287.60
D.a. Davidson & Co.	1,757,922	287.60
Royal Bank Of Canada	1,625,804	287.60
United Capital Financial Advisers, Llc	1,562,193	287.60
Sei Investments Co	1,558,284	287.56
Commonwealth Equity Services, Llc	1,249,582	287.60

Recent Quarter Analysis

Recent Quarter 24 New Institutes added position

Name	Shares	PPS
Cardiff Park Advisors, Llc	16,228	287.59
RVW Wealth, LLC	10,894	222.87
Obsidian Personal Planning Solutions LLC	8,485	222.86
Heritage Financial Services, LLC	4,132	222.65
Brand Asset Management Group, Inc.	3,394	223.04
Cypress Financial Planning Llc	2,019	222.88
Momentum Advisors, LLC	1,886	222.69
Retirement Solution Inc.	1,832	222.71
Stewart & Patten Co Llc	1,718	222.93
Westshore Wealth, LLC	1,564	223.15
Bard Financial Services, Inc.	1,500	222.67
Waypoint Capital Advisors, LLC	1,313	223.15
Engrave Wealth Partners LLC	1,225	222.86
Retireful, LLC	1,203	222.78
Libra Wealth Llc	1,187	223.25
Trust Co Of Virginia /va	1,000	223.00
Oakworth Capital, Inc.	998	287.58
Field & Main Bank	217	221.20
Morton Brown Family Wealth, LLC	122	221.31
Strategic Asset Management, LLC	24	208.33

Recent Quarter 292 Institutes closed out their positions

Name	Shares	PPS
Bank Of America Corp /de/	35,777,142	287.60
UBS Group AG	5,665,027	287.60
HighTower Advisors, LLC	776,611	287.61
Aaron Wealth Advisors LLC	656,303	3.48
Mosaic Family Wealth, LLC	266,746	320.90
MEMBERS Trust Co	99,871	320.90
Exchange Traded Concepts, Llc	91,918	287.60
Managed Account Services Inc	67,918	290.17
Johanson Financial Advisors, Inc.	63,552	320.90
Homrich & Berg	41,539	290.16
Mid Atlantic Financial Management Inc/adv	39,661	290.18
IFP Advisors, Inc	38,533	320.84
Newport Wealth Strategies, Inc.	33,607	290.18
Pennsylvania Capital Management Inc /adv	25,723	287.60
Carroll Financial Associates, Inc.	20,030	325.06
Ameritas Investment Corp	19,985	0.30
C-J Advisory, Inc.	16,553	290.16
Cardiff Park Advisors, Llc	16,228	287.59
Hochman Cole Investment Advisors, Inc.	13,069	290.15
FSC Wealth Advisors, LLC	11,734	287.63
Harbor Financial Services, Llc	7,800	290.13
Asset Dedication, LLC	5,008	287.34
QLS - IQ Hedge Long/Short Tracker ETF	4,586	314.22
Berman Capital Advisors, LLC	3,616	290.10
First Midwest Bank Trust Division	3,484	320.90
Lantz Financial LLC	3,257	320.85
Cascadia Advisory Services, LLC	2,799	290.10
Green Harvest Asset Management LLC	2,555	290.02
Sonora Investment Management, LLC	2,448	290.03
Reilly Financial Advisors, Llc	2,418	320.93
Trinity Financial Advisors LLC	2,115	287.47
Covenant Multifamily Offices, LLC	2,015	290.82
Canandaigua National Corp	1,838	287.81
Essex Savings Bank	1,612	287.84
Mkd Wealth Coaches, Llc	1,463	320.57
Alley Co LLC	1,455	320.96
Amplius Wealth Advisors, LLC	1,405	287.54
Paragon Wealth Strategies, LLC	1,402	287.45
Vivid Financial Management, Inc.	1,280	321.09
Filbrandt Wealth Management, LLC	1,243	290.43
Alexandria Capital, LLC	1,227	290.14
Smith Chas P & Associates Pa Cpas	1,220	287.70
Transform Wealth, LLC	1,215	287.24
Farr Miller & Washington Llc/dc	1,129	290.52
Sanders Morris Harris Llc	1,069	287.18
Heritage Wealth Management, Llc	1,062	290.02
Alamar Capital Management, LLC	1,060	287.74
Lake Hills Wealth Management, LLC	1,026	287.52
Murphy Capital Management Inc	1,014	286.98
Beacon Financial Advisory LLC	1,005	287.56
Stonehearth Capital Management, LLC	999
Oakworth Capital, Inc.	998	287.58
Freedom Day Solutions, LLC	994	287.73
Harborview Advisors, LLC	971	290.42
B&D White Capital Company, LLC	964	287.34
Integrated Investment Consultants, LLC	938	287.85
Carlton Hofferkamp & Jenks Wealth Management, LLC	930	278.49
Capital Advisors Inc/ok	921	287.73
Warren Street Wealth Advisors, LLC	894	287.47
Oxinas Partners Wealth Management LLC	884	287.33
Ledyard National Bank	870	287.36
NorthCoast Asset Management LLC	861	290.36
Cahaba Wealth Management, Inc.	818	250.61
Atlas Private Wealth Management	813	287.82
Bridge Advisory, LLC	804	287.31
Bridges Investment Management Inc	802	288.03
Objective Capital Management, LLC	796	287.69
Divergent Planning, LLC	790	288.61
Courier Capital Llc	788	288.07
Hnp Capital Llc	788	288.07
Sather Financial Group Inc	783	287.36
First Hawaiian Bank	774	288.11
Monte Financial Group, LLC	771	287.94
Foster Group, Inc.	765	287.58
Emery Howard Portfolio Management, Inc.	761	320.63
Soundmark Wealth Management, Llc	760	288.16
Cim, Llc	757	272.13
Trevian Wealth Management LLC	754	287.80
Fulcrum Capital LLC	740	320.27
Capital Market Strategies LLC	706	287.54
First Community Trust Na	705	287.94
EWG Elevate Inc.	704	286.93
Lvm Capital Management Ltd/mi	701	288.16
Rinet Co LLC	700	290.00
Charles Schwab Trust Co	700	287.14
JTC Employer Solutions Trusteee Ltd	446	287.00
Paladin Advisory Group, LLC	395	288.61
Landmark Wealth Management, LLC	252	1000.00
Bbva Usa	229	288.21
Future Financial Wealth Managment LLC	10	300.00
SkyView Investment Advisors, LLC
ARK Investment Management LLC
Transparent Wealth Partners LLC
Axiom Investment Management LLC
WFA of San Diego, LLC
CMC Financial Group
First Merchants Corp
Beacon Capital Management, Inc.
Venturi Wealth Management, LLC
Edgewood Management Llc
Burns J W & Co Inc/ny
Mirae Asset Global Investments Co., Ltd.
Ascent Wealth Partners, LLC
Flow Traders U.s. Llc
First Command Advisory Services, Inc.
Signify Wealth
Ciovacco Capital Management LLC
Jackson Wealth Management, LLC
Main Street Research LLC
Paradigm, Strategies in Wealth Management, LLC
James Reed Financial Services, Inc.
Perennial Advisors, LLC
Chemistry Wealth Management LLC
Claudia M.p. Batlle, Crp (r) Llc
Trust Co of Kansas
Cable Hill Partners, LLC
Stelac Advisory Services LLC
Tnf Llc
Kowal Investment Group, LLC
Masso Torrence Wealth Management Inc.
Edgestream Partners, L.P.
Avestar Capital, LLC
Klaas Financial Asset Advisors, LLC
Eagle Ridge Investment Management
Advisor Resource Council
Horizon Investments, LLC
Y-Intercept (Hong Kong) Ltd
Glovista Investments LLC
Fort Washington Investment Advisors Inc /oh/
Baker Avenue Asset Management, LP
Ibex Wealth Advisors
Strategic Wealth Designers
Doliver Advisors, Lp
Provida Pension Fund Administrator
Cannell Peter B & Co Inc
Paces Ferry Wealth Advisors, Llc
Heritage Investors Management Corp
Sonata Capital Group Inc
Quantbot Technologies LP
Davidson Investment Advisors
Shelton Capital Management
Fort Point Capital Partners LLC
Vaughan David Investments Inc/il
ERTS Wealth Advisors, LLC
Sowell Financial Services LLC
Edge Wealth Management LLC
Old North State Trust, LLC
First Capital Advisors Group, LLC.
AlphaCore Capital LLC
Tru Independence Asset Management 2, Llc
Empirical Asset Management, LLC
Capital Management Corp /va
Praetorian Wealth Management, Inc.
Cohen Lawrence B
Fsb Premier Wealth Management, Inc.
Vance Wealth, Inc.
Ami Asset Management Corp
Capital Insight Partners, Llc
Financial Services Advisory Inc
Krs Capital Management, Llc
Holloway Wealth Management, LLC
St. James Investment Advisors, LLC
Millennium Management Llc
Blue Bell Private Wealth Management, Llc
Poehling Capital Management, LLC
Punch & Associates Investment Management, Inc.
Legacy Wealth Asset Management, LLC
Heritage Trust Co
QCM Cayman, Ltd.
Investors Financial Group, LLC
CBIZ Investment Advisory Services, LLC
Barnett & Company, Inc.
Empowered Funds, LLC
Aries Wealth Management
Alera Investment Advisors, LLC
Bingham Osborn & Scarborough Llc
Ironwood Investment Counsel, LLC
Asset Management Corp /il/ /adv
TFAZX - TFA Tactical Income Fund Class I
Henrickson Nauta Wealth Advisors, Inc.
Johnson Midwest Financial, LLC
Baldwin Investment Management, LLC
Riverpoint Wealth Management Holdings, LLC
Polaris Wealth Advisory Group, LLC
Mystic Asset Management, Inc.
Hayden Royal, Llc
Winton Capital Group Ltd
Altus Wealth Group LLC
Rice Partnership, LLC
SevenBridge Financial Group, LLC
Consolidated Planning Corp
Hancock Whitney Corp
Benedetti & Gucer, Inc.
Investment Management Associates Inc /adv
Eagle Bay Advisors LLC
Pekin Hardy Strauss, Inc.
Financial Management Professionals, Inc.
Financial Enhancement Group LLC
Cladis Investment Advisory, LLC
Providence Capital Advisors, LLC
Moulton Wealth Management, Inc
Stony Point Wealth Management Inc.
Physicians Financial Services, Inc.
Capstone Financial Advisors, Inc.
Vanguard Group Inc
Eubel Brady & Suttman Asset Management Inc
D'Orazio & Associates, Inc.
StoneX Group Inc.
Community Financial Services Group, LLC
Manhattan West Asset Management, LLC
Cabana Llc
Wolverine Trading, Llc
AF Advisors, Inc.
Ahl Investment Management, Inc.
Vectors Research Management, LLC
Kaizen Financial Strategies
Grant Street Asset Management, Inc.
PFG Advisors
Rfg Holdings, Inc.
Capital Square, LLC
Parcion Private Wealth LLC
Clifford Swan Investment Counsel Llc
Gunma Bank,Ltd.
Beck Bode, LLC
Taylor & Morgan Wealth Management, LLC
Renaissance Technologies Llc
Kerntke Otto McGlone Wealth Management Group
AIMZ Investment Advisors, LLC
IronBridge Private Wealth, LLC
Parisi Gray Wealth Management
Meridian Wealth Partners, LLC
Echo Wealth Management, LLC
Horst & Graben Wealth Management LLC
Paradigm Financial Partners, Llc
Berkshire Asset Management Llc/pa
Trexquant Investment LP
Schroder Investment Management Group
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Capital Bank & Trust Co
Seven Post Investment Office LP
Wells Trecaso Financial Group, LLC
Mackenzie Financial Corp
Nvwm, Llc
Savior LLC
Arjuna Capital
Essex LLC
Merriman Wealth Management, LLC
Qube Research & Technologies Ltd
Huntington National Bank
Patten Group, Inc.
Security National Bank Of Sioux City Iowa /ia/
McCarthy Asset Management, Inc.
Viridian Ria, Llc
Threadgill Financial, Llc
Bangor Savings Bank
Elm Advisors, Llc
Abacus Planning Group, Inc.
Cavalier Investments, LLC
First Western Trust Bank
Van Hulzen Asset Management, LLC
Johnson Bixby & Associates, LLC
Old Republic International Corp
Lake Street Advisors Group, Llc
Hrt Financial Lp
HighMark Wealth Management LLC
Paradigm Capital Management, LLC/NV
Better Money Decisions, LLC
Legacy Financial Group LLC
Hamilton Capital, LLC
HM Capital Management, LLC
Baker Tilly Financial, Llc
Baltimore-Washington Financial Advisors, Inc.
Aquire Wealth Advisors, LLC
Keel Point, LLC
Dimension Capital Management Llc
Elmwood Wealth Management, Inc.
Fifth Third Securities, Inc.
Credit Suisse Ag/
Strategic Equity Management
Vivaldi Capital Management, LLC
Balentine LLC
Crew Capital Management, Ltd.
Financial Planners of Cleveland, Inc.
Harrell Investment Partners, Llc
Urban Wealth Management, LLC
Wolverine Trading, Llc
RPG Investment Advisory, LLC
Wolverine Trading, Llc
Walkner Condon Financial Advisors LLC
Pacitti Group Inc.
Riverbridge Partners Llc
BHF RG Capital Inc.

Recent Quarter 470 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Commonwealth Equity Services, Llc	1,379,397	222.89	1,249,582	287.60
Perfromance Wealth Partners, LLC	1,000,902	222.89	994,491	287.60
Truist Financial Corp	881,113	222.89	909,709	287.60
Signature Estate & Investment Advisors Llc	566,022	222.89	87,168	287.59
Cambridge Investment Research Advisors, Inc.	403,680	222.89	474,087	287.60
Stephens Group Asset Management, Llc	402,249	228.97	367,174	287.60
Private Advisor Group, LLC	370,682	222.89	357,080	287.60
Brandywine Oak Private Wealth Llc	247,819	222.89	4,479	287.56
White Lighthouse Investment Management Inc.	234,842	222.89	214,839	287.60
Orion Portfolio Solutions, LLC	233,423	222.89	238,523	287.60
Wealth Enhancement Advisory Services, Llc	224,203	234.72	214,790	293.82
Brookstone Capital Management	189,220	234.74	162,346	272.39
Trust Co	184,937	222.88	162,691	287.59
Jentner Corp	159,681	222.89	150,486	287.60
Sage Financial Group Inc	151,783	222.89	150,949	287.60
Dubuque Bank & Trust Co	148,953	222.89	160,984	287.60
Allworth Financial LP	148,876	222.89	152,834	287.60
Relyea Zuckerberg Hanson LLC	146,352	222.89	151,100	276.14
Grimes & Company, Inc.	143,765	222.89	145,988	287.60
Capital Financial Planning, LLC	137,675	222.89	136,656	287.60

Recent Quarter 6 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Bell Rock Capital Llc	157,270	222.89	0
Family CFO Inc	11,116	222889.98	11,364	287.57
Karp Capital Management Corp	8,655	222.88	0
Wealth Quarterback LLC	1,407	287.85	973
Lehman & Derafelo Financial Resources LLC	379	221.64	0
PFG Private Wealth Management, LLC	48	229.17	0

Recent Quarter 225 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Signature Estate & Investment Advisors Llc	478,854	566,022	222.89	87,168	287.59	549.35
Brandywine Oak Private Wealth Llc	243,340	247,819	222.89	4,479	287.56	5432.91
Bell Rock Capital Llc	157,270	157,270	222.89	0		0.00
Commonwealth Equity Services, Llc	129,815	1,379,397	222.89	1,249,582	287.60	10.39
WP Advisors, LLC	56,613	57,418	222.89	805	288.20	7032.67
Walker Asset Management, LLC	53,802	54,684	246.49	882	287.98	6100.00
Brinker Capital Investments, LLC	48,633	56,915	222.89	8,282	287.61	587.21
BTC Capital Management, Inc.	39,581	46,075	222.75	6,494	287.65	609.50
Stephens Group Asset Management, Llc	35,075	402,249	228.97	367,174	287.60	9.55
Scott Capital Advisors, LLC	29,975	69,174	222.89	39,199	287.61	76.47
Brookstone Capital Management	26,874	189,220	234.74	162,346	272.39	16.55
Dougherty Wealth Advisers LLC	25,991	68,943	222.89	42,952	287.60	60.51
First Heartland Consultants, Inc.	24,330	28,592	222.86	4,262	287.42	570.86
Trust Co	22,246	184,937	222.88	162,691	287.59	13.67
White Lighthouse Investment Management Inc.	20,003	234,842	222.89	214,839	287.60	9.31
Falcon Wealth Planning	18,298	97,909	222.89	79,611	320.90	22.98
Wolf Group Capital Advisors	17,463	26,614	222.89	9,151	287.62	190.83
QAI - IQ Hedge Multi-Strategy Tracker ETF	16,858	18,365	250.59	1,507	290.64	1118.65
Washington Trust Advisors, Inc.	16,787	67,273	222.88	50,486	287.60	33.25
Procyon Private Wealth Partners, LLC	16,024	127,668	222.89	111,644	287.60	14.35

Recent Quarter 179 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Onyx Bridge Wealth Group LLC	120,906	15,491	239.82	136,397	253.14	-88.64
Cambridge Investment Research Advisors, Inc.	70,407	403,680	222.89	474,087	287.60	-14.85
Ogorek Anthony Joseph /ny/ /adv	52,506	31,645	222.88	84,151	287.60	-62.39
Win Advisors, Inc	29,242	42	214.29	29,284	287.60	-99.86
Truist Financial Corp	28,596	881,113	222.89	909,709	287.60	-3.14
HB Wealth Management, LLC	28,315	48,816	222.90	77,131	287.60	-36.71
Spinnaker Investment Group, LLC	24,392	18,857	222.89	43,249	295.89	-56.40
GoalVest Advisory LLC	22,604	21,279	228.96	43,883	287.61	-51.51
MA Private Wealth	21,829	30,822	226.69	52,651	287.59	-41.46
Bft Financial Group, Llc	17,303	10,982	222.91	28,285	287.57	-61.17
LVW Advisors, LLC	12,746	105,644	222.89	118,390	287.60	-10.77
Dubuque Bank & Trust Co	12,031	148,953	222.89	160,984	287.60	-7.47
Brio Consultants, LLC	11,147	30,341	226.69	41,488	287.60	-26.87
Berkshire Money Management, Inc.	9,541	78,045	222.88	87,586	287.60	-10.89
First Command Financial Services, Inc.	8,500	7,363	222.87	15,863	287.59	-53.58
First Command Bank	8,500	7,363	222.87	15,863	287.59	-53.58
Tenret Co LLC	7,427	34,613	222.89	42,040	287.61	-17.67
Well Done, LLC	6,930	1,392	222.70	8,322	287.55	-83.27
Gemmer Asset Management LLC	5,976	30,400	222.89	36,376	287.58	-16.43
Everhart Financial Group, Inc.	5,175	17,238	222.88	22,413	287.60	-23.09

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 1 Previous Institutes closed Put Positions

Name	Previous Puts
Wolverine Trading, Llc	0

Recent Quarter 0 Previous Institutes closed Call Positions

Name	Previous Calls

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 1 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase
Paladin Advisory Group, LLC	49	444	395	12.41

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 12 New Institutes added position

Name	Shares	PPS
Brand Asset Management Group, Inc.	3,394	223.04
Cypress Financial Planning Llc	2,019	222.88
Momentum Advisors, LLC	1,886	222.69
Retirement Solution Inc.	1,832	222.71
Stewart & Patten Co Llc	1,718	222.93
Retireful, LLC	1,203	222.78
Libra Wealth Llc	1,187	223.25
Trust Co Of Virginia /va	1,000	223.00
Morton Brown Family Wealth, LLC	122	221.31
Arlington Partners LLC	19	210.53
Macroview Investment Management Llc	6	166.67
Urban Wealth Management, LLC	0

Past Week 18 Institutes closed out their positions

Name	Shares	PPS
Trevian Wealth Management LLC	754	287.80
Sather Financial Group Inc	783	287.36
Courier Capital Llc	788	288.07
Urban Wealth Management, LLC
Hnp Capital Llc	788	288.07
Lake Hills Wealth Management, LLC	1,026	287.52
Freedom Day Solutions, LLC	994	287.73
Monte Financial Group, LLC	771	287.94
Beacon Financial Advisory LLC	1,005	287.56
Charles Schwab Trust Co	700	287.14
JTC Employer Solutions Trusteee Ltd	446	287.00
Landmark Wealth Management, LLC	252	1000.00
Aaron Wealth Advisors LLC	656,303	3.48
Trinity Financial Advisors LLC	2,115	287.47
Exchange Traded Concepts, Llc	91,918	287.60
First Hawaiian Bank	774	288.11
Foster Group, Inc.	765	287.58
Amplius Wealth Advisors, LLC	1,405	287.54

Past Week 162 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Truist Financial Corp	881,113	222.89	909,709	287.60
Brandywine Oak Private Wealth Llc	247,819	222.89	4,479	287.56
White Lighthouse Investment Management Inc.	234,842	222.89	214,839	287.60
Sage Financial Group Inc	151,783	222.89	150,949	287.60
Grimes & Company, Inc.	143,765	222.89	145,988	287.60
Pathway Financial Advisors LLC	131,892	222.89	124,418	287.60
Nadler Financial Group, Inc.	108,056	222.89	106,819	287.60
LVW Advisors, LLC	105,644	222.89	118,390	287.60
Falcon Wealth Planning	97,909	222.89	79,611	320.90
BKD Wealth Advisors, LLC	82,910	222.89	86,387	287.60
Bishop & Co Investment Management, LLC	71,429	222.89	71,880	287.60
Evolution Advisers, Inc.	67,781	225.05	68,759	287.60
Washington Trust Advisors, Inc.	67,273	222.88	50,486	287.60
Everett Harris & Co /ca/	57,931	222.89	60,521	287.60
Walker Asset Management, LLC	54,684	246.49	882	287.98
Stratos Wealth Partners, LTD.	53,768	222.88	56,938	287.59
Heartwood Wealth Advisors LLC	53,497	222.89	53,409	287.59
First Pacific Financial	51,680	222.89	49,004	287.61
BTC Capital Management, Inc.	46,075	222.75	6,494	287.65
Canvas Wealth Advisors, LLC	45,061	222.90	31,125	253.65
Planning Alternatives Ltd /adv	42,467	222.88	43,037	287.59
Altium Wealth Management LLC	41,545	222.89	29,077	287.58
Financial Connections Group, Inc.	41,374	222.87	43,176	287.59
Bristlecone Advisors, LLC	38,424	222.88	37,523	287.58
Safir Wealth Advisors, LLC	38,377	222.89	36,460	287.60
Stratos Wealth Advisors, LLC	36,734	222.90	39,949	287.59
Umb Bank N A/mo	36,700	222.89	30,597	287.58
SNS Financial Group, LLC	36,103	222.89	37,681	287.60
Financial Life Advisors	36,073	222.88	32,214	287.61
Leonard Rickey Investment Advisors P.L.L.C.	32,304	222.88	32,737	287.60
Ogorek Anthony Joseph /ny/ /adv	31,645	222.88	84,151	287.60
Gemmer Asset Management LLC	30,400	222.89	36,376	287.58
Clearwater Capital Advisors, LLC	28,506	222.90	28,685	287.61
Wolf Group Capital Advisors	26,614	222.89	9,151	287.62
Segment Wealth Management, LLC	26,006	222.87	26,026	287.60
Hexagon Capital Partners LLC	25,112	222.88	25,789	287.60
Tillar-Wenstrup Advisors, LLC	24,953	222.90	24,060	287.61
Hollencrest Capital Management	20,455	222.88	20,427	287.61
Regions Financial Corp	19,476	222.89	17,818	287.57
Wealthfront Advisers Llc	18,805	222.87	17,444	287.61
Culbertson A N & Co Inc	18,355	222.88	18,526	287.60
Sandy Spring Bank	18,091	222.87	15,638	287.57
Leo H. Evart, Inc.	17,990	222.90	17,943	287.58
Meritage Portfolio Management	17,683	222.87	8,974	287.61
Spire Wealth Management	17,560	222.89	20,638	287.62
Geneos Wealth Management Inc.	16,873	225.03	16,521	287.57
Institute for Wealth Management, LLC.	16,637	222.88	17,004	287.58
Northstar Asset Management Llc	16,580	222.86	14,886	287.59
Onyx Bridge Wealth Group LLC	15,491	239.82	136,397	253.14
Security Financial Services, INC.	12,424	222.88	11,811	287.61
Charter Oak Capital Management, LLC	12,253	222.88	10,402	320.90
Aspiriant, Llc	11,697	222.79	11,665	287.53
Edmonds Duncan Registered Investment Advisors, LLC	11,431	222.90	11,028	287.63
SOL Capital Management CO	10,616	222.87	10,526	287.57
Dixon Hubard Feinour & Brown Inc/va	10,277	222.92	10,065	287.63
Wedbush Securities Inc	10,206	222.91	12,226	287.58
Catalyst Private Wealth, Llc	9,549	222.85	10,251	287.58
Hohimer Wealth Management, Llc	8,729	222.94	10,890	287.60
Savant Capital, LLC	8,572	222.94	7,785	287.60
Madison Wealth Partners, Inc	8,344	222.91	8,172	287.57
Ziegler Capital Management, LLC	8,309	222.89	9,464	287.62
JNBA Financial Advisors	7,388	222.93	5,815	287.70
First Command Bank	7,363	222.87	15,863	287.59
First Command Financial Services, Inc.	7,363	222.87	15,863	287.59
Trilogy Capital Inc.	6,986	222.87	7,166	287.61
WoodTrust Financial Corp	6,968	222.88	5,461	287.68
KG&L Capital Management,LLC	6,928	222.86	6,858	287.55
American Institute for Advanced Investment Management, LLP	6,408	222.85	6,633	287.65
Horizon Financial Services, Llc	5,369	222.95	5,452	287.60
Waterfront Wealth Inc.	5,154	222.93	4,821	280.65
Aurora Private Wealth, Inc.	4,987	222.98	4,946	287.71
Harbour Capital Advisors, LLC	4,900	222.86	4,900	287.55
HighTower Trust Services, LTA	4,825	199.17	3,134	287.49
DT Investment Partners, LLC	4,626	222.87	4,626	287.51
Crown Wealth Group, LLC	4,393	222.85	4,393	287.50
Hengehold Capital Management Llc	4,313	222.81	2,584	287.54
Covenant Asset Management, LLC	4,312	222.87	4,268	287.49
Sequoia Financial Advisors, LLC	4,285	222.87	4,305	287.57
RTD Financial Advisors, Inc.	4,049	223.02	4,127	287.62
Southern Capital Advisors, Llc	3,981	222.81	3,976	287.47
Fort Pitt Capital Group, Llc	3,870	223.00	3,466	287.65
Alpha Omega Wealth Management LLC	3,736	222.97	4,036	287.66
Mcdonald Partners Llc	3,668	223.01	3,668	287.62
Center For Asset Management LLC	3,664	222.98	8,538	287.54
Legacy Wealth Management, Inc	3,638	222.92	2,068	287.72
CRA Financial Services, LLC	3,615	222.96	3,515	287.62
Patton Albertson Miller Group, Llc	3,317	222.79	3,792	287.71
Round Rock Advisors, LLC	3,172	222.89	3,112	287.60
Lincoln Capital LLC	3,114	222.86	3,029	287.55
Capital Planning LLC	2,994	222.78	2,759	287.42
Boston Trust Walden Corp	2,992	222.93	3,069	287.72
First National Bank Sioux Falls	2,960	222.97	2,978	287.44
Cornell Pochily Investment Advisors, Inc.	2,909	222.76	3,013	287.75
GenTrust, LLC	2,826	222.93	2,824	287.54
Summit Financial Strategies, Inc.	2,744	223.03	2,782	287.56
Brightworth	2,704	223.00	2,224	287.77
Alpha Cubed Investments, LLC	2,698	222.76	2,247	287.49
GFG Capital, LLC	2,670	222.85	2,670	287.64
O'Brien Wealth Partners LLC	2,444	223.00	2,126	234.71
TruWealth Advisors, LLC	2,431	222.95	2,026	287.76
Willner & Heller, Llc	2,311	222.85	2,306	320.90
FirstPurpose Wealth LLC	2,195	222.78	2,227	287.38
Financial Futures Ltd Liability Co.	2,131	222.90	2,588	287.48
Ballast Advisors Llc	2,116	223.06	2,130	287.79
Boyd Watterson Asset Management Llc/oh	2,089	223.07	2,089	287.70
Hemington Wealth Management	2,076	223.03	1,962	287.46
Coastal Capital Group, Inc.	2,067	223.03	2,064	287.79
Atlantic Union Bankshares Corp	2,063	222.49	2,063	287.45
Cadence Bank Na	1,947	222.91	1,947	287.62
Townsend Asset Management Corp /nc/ /adv	1,945	223.14	2,098	287.42
Capital Investment Advisory Services, LLC	1,893	222.93	1,908	287.74
Rnc Capital Management Llc	1,743	222.60	1,599	287.68
Round Table Services, LLC	1,741	222.86	1,644	287.71
Proffitt & Goodson Inc	1,740	222.99	1,671	287.85
Crescent Grove Advisors, LLC	1,653	222.63	2,693	287.41
PBMares Wealth Management LLC	1,619	222.98	1,602	287.77
CWA Asset Management Group, LLC	1,617	222.63	3,163	287.70
Ellsworth Advisors, LLC	1,609	223.12	1,609	272.84
WASHINGTON TRUST Co	1,570	222.93	1,702	287.90
Private Ocean, LLC	1,545	222.65	1,545	287.38
Pacifica Partners Inc.	1,530	228.76	1,402	276.75
D.B. Root & Company, LLC	1,518	222.66	1,517	287.41
Signature Securities Group Corporation	1,485	222.90	1,361	287.29
Bank Of Stockton	1,450	222.76	1,450	287.59
TFG Advisers LLC	1,445	222.84	1,444	287.40
Prosperity Consulting Group, LLC	1,395	222.94	1,393	287.87
Walter & Keenan Financial Consulting Co /mi/ /adv	1,370	222.63	1,369	287.80
Galvin, Gaustad & Stein, LLC	1,346	222.88	1,411	287.74
CFO4Life Group, LLC	1,321	229.37	1,299	287.14
Means Investment Co., Inc.	1,318	223.07	1,317	287.78
GSB Wealth Management, LLC	1,232	223.21	1,511	287.89
Guyasuta Investment Advisors Inc	1,150	222.61	5,650	287.61
Trust Co Of Vermont	1,050	222.86	1,076	287.17
Ledge Wealth Management, Inc.	1,010	222.77	708	288.14
Bank Julius Baer & Co. Ltd, Zurich	975	222.56	975	287.18
Winthrop Advisory Group LLC	961	222.68	920	288.04
Weaver Consulting Group	955	223.04	1,218	287.36
Spinnaker Trust	933	222.94	885	288.14
Atwood & Palmer Inc	747	222.22	20	300.00
Arrow Financial Corp	720	222.22	556	287.77
First Bank & Trust	426	223.00	426	288.73
PrairieView Partners, LLC	415	221.69	415	286.75
Maryland Capital Advisors Inc.	383	221.93	392	288.27
Tradewinds Capital Management, LLC	335	223.88	1,332	287.54
LS Investment Advisors, LLC	325	230.77	325	286.15
Orion Capital Management LLC	311	221.86	626	287.54
Bradley & Co. Private Wealth Management, LLC	284	221.83	284	288.73
Bogart Wealth, LLC	254	224.41	249	289.16
Oak Harbor Wealth Partners, Llc	220	222.73	220	286.36
Life Planning Partners, Inc	218	224.77	48	291.67
Element Wealth, LLC	148	222.97	148	290.54
Capital Investment Counsel, Inc	142	225.35	142	288.73
Steward Financial Group LLC	135	222.22	84	285.71
Hc Financial Advisors Inc	120	225.00	45	288.89
Annapolis Financial Services, LLC	93	225.81	93	290.32
HBC Financial Services, PLLC	78	234730.77	78	252551.28
Ulland Investment Advisors, LLC	70	228.57	70	285.71
Endurance Wealth Management, Inc.	57	228.07	57	280.70
First Personal Financial Services	33	212.12	33	272.73
Lakeview Capital Partners, LLC	30	233.33	49	285.71
Morris Financial Concepts, Inc.	13	230.77	323	287.93
Byrne Asset Management LLC	10	200.00	132	287.88

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Family CFO Inc	11,116	222889.98	11,364	287.57

Past Week 79 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Brandywine Oak Private Wealth Llc	243,340	247,819	222.89	4,479	287.56	5432.91
Walker Asset Management, LLC	53,802	54,684	246.49	882	287.98	6100.00
BTC Capital Management, Inc.	39,581	46,075	222.75	6,494	287.65	609.50
White Lighthouse Investment Management Inc.	20,003	234,842	222.89	214,839	287.60	9.31
Falcon Wealth Planning	18,298	97,909	222.89	79,611	320.90	22.98
Wolf Group Capital Advisors	17,463	26,614	222.89	9,151	287.62	190.83
Washington Trust Advisors, Inc.	16,787	67,273	222.88	50,486	287.60	33.25
Canvas Wealth Advisors, LLC	13,936	45,061	222.90	31,125	253.65	44.77
Altium Wealth Management LLC	12,468	41,545	222.89	29,077	287.58	42.88
Meritage Portfolio Management	8,709	17,683	222.87	8,974	287.61	97.05
Pathway Financial Advisors LLC	7,474	131,892	222.89	124,418	287.60	6.01
Umb Bank N A/mo	6,103	36,700	222.89	30,597	287.58	19.95
Financial Life Advisors	3,859	36,073	222.88	32,214	287.61	11.98
First Pacific Financial	2,676	51,680	222.89	49,004	287.61	5.46
Sandy Spring Bank	2,453	18,091	222.87	15,638	287.57	15.69
Safir Wealth Advisors, LLC	1,917	38,377	222.89	36,460	287.60	5.26
Charter Oak Capital Management, LLC	1,851	12,253	222.88	10,402	320.90	17.79
Hengehold Capital Management Llc	1,729	4,313	222.81	2,584	287.54	66.91
Northstar Asset Management Llc	1,694	16,580	222.86	14,886	287.59	11.38
HighTower Trust Services, LTA	1,691	4,825	199.17	3,134	287.49	53.96
Regions Financial Corp	1,658	19,476	222.89	17,818	287.57	9.31
JNBA Financial Advisors	1,573	7,388	222.93	5,815	287.70	27.05
Legacy Wealth Management, Inc	1,570	3,638	222.92	2,068	287.72	75.92
WoodTrust Financial Corp	1,507	6,968	222.88	5,461	287.68	27.60
Wealthfront Advisers Llc	1,361	18,805	222.87	17,444	287.61	7.80
Nadler Financial Group, Inc.	1,237	108,056	222.89	106,819	287.60	1.16
Bristlecone Advisors, LLC	901	38,424	222.88	37,523	287.58	2.40
Tillar-Wenstrup Advisors, LLC	893	24,953	222.90	24,060	287.61	3.71
Sage Financial Group Inc	834	151,783	222.89	150,949	287.60	0.55
Savant Capital, LLC	787	8,572	222.94	7,785	287.60	10.11
Atwood & Palmer Inc	727	747	222.22	20	300.00	3635.00
Security Financial Services, INC.	613	12,424	222.88	11,811	287.61	5.19
Brightworth	480	2,704	223.00	2,224	287.77	21.58
Alpha Cubed Investments, LLC	451	2,698	222.76	2,247	287.49	20.07
TruWealth Advisors, LLC	405	2,431	222.95	2,026	287.76	19.99
Fort Pitt Capital Group, Llc	404	3,870	223.00	3,466	287.65	11.66
Edmonds Duncan Registered Investment Advisors, LLC	403	11,431	222.90	11,028	287.63	3.65
Geneos Wealth Management Inc.	352	16,873	225.03	16,521	287.57	2.13
Waterfront Wealth Inc.	333	5,154	222.93	4,821	280.65	6.91
O'Brien Wealth Partners LLC	318	2,444	223.00	2,126	234.71	14.96
Ledge Wealth Management, Inc.	302	1,010	222.77	708	288.14	42.66
Capital Planning LLC	235	2,994	222.78	2,759	287.42	8.52
Dixon Hubard Feinour & Brown Inc/va	212	10,277	222.92	10,065	287.63	2.11
Madison Wealth Partners, Inc	172	8,344	222.91	8,172	287.57	2.10
Life Planning Partners, Inc	170	218	224.77	48	291.67	354.17
Arrow Financial Corp	164	720	222.22	556	287.77	29.50
Rnc Capital Management Llc	144	1,743	222.60	1,599	287.68	9.01
Pacifica Partners Inc.	128	1,530	228.76	1,402	276.75	9.13
Signature Securities Group Corporation	124	1,485	222.90	1,361	287.29	9.11
Hemington Wealth Management	114	2,076	223.03	1,962	287.46	5.81
CRA Financial Services, LLC	100	3,615	222.96	3,515	287.62	2.84
Round Table Services, LLC	97	1,741	222.86	1,644	287.71	5.90
SOL Capital Management CO	90	10,616	222.87	10,526	287.57	0.86
Heartwood Wealth Advisors LLC	88	53,497	222.89	53,409	287.59	0.16
Lincoln Capital LLC	85	3,114	222.86	3,029	287.55	2.81
Hc Financial Advisors Inc	75	120	225.00	45	288.89	166.67
KG&L Capital Management,LLC	70	6,928	222.86	6,858	287.55	1.02
Proffitt & Goodson Inc	69	1,740	222.99	1,671	287.85	4.13
Round Rock Advisors, LLC	60	3,172	222.89	3,112	287.60	1.93
Steward Financial Group LLC	51	135	222.22	84	285.71	60.71
Spinnaker Trust	48	933	222.94	885	288.14	5.42
Leo H. Evart, Inc.	47	17,990	222.90	17,943	287.58	0.26
Covenant Asset Management, LLC	44	4,312	222.87	4,268	287.49	1.03
Winthrop Advisory Group LLC	41	961	222.68	920	288.04	4.46
Aurora Private Wealth, Inc.	41	4,987	222.98	4,946	287.71	0.83
Aspiriant, Llc	32	11,697	222.79	11,665	287.53	0.27
Hollencrest Capital Management	28	20,455	222.88	20,427	287.61	0.14
CFO4Life Group, LLC	22	1,321	229.37	1,299	287.14	1.69
PBMares Wealth Management LLC	17	1,619	222.98	1,602	287.77	1.06
Bogart Wealth, LLC	5	254	224.41	249	289.16	2.01
Willner & Heller, Llc	5	2,311	222.85	2,306	320.90	0.22
Southern Capital Advisors, Llc	5	3,981	222.81	3,976	287.47	0.13
Coastal Capital Group, Inc.	3	2,067	223.03	2,064	287.79	0.15
Prosperity Consulting Group, LLC	2	1,395	222.94	1,393	287.87	0.14
GenTrust, LLC	2	2,826	222.93	2,824	287.54	0.07
Walter & Keenan Financial Consulting Co /mi/ /adv	1	1,370	222.63	1,369	287.80	0.07
Means Investment Co., Inc.	1	1,318	223.07	1,317	287.78	0.08
TFG Advisers LLC	1	1,445	222.84	1,444	287.40	0.07
D.B. Root & Company, LLC	1	1,518	222.66	1,517	287.41	0.07

Past Week 60 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Onyx Bridge Wealth Group LLC	120,906	15,491	239.82	136,397	253.14	-88.64
Ogorek Anthony Joseph /ny/ /adv	52,506	31,645	222.88	84,151	287.60	-62.39
Truist Financial Corp	28,596	881,113	222.89	909,709	287.60	-3.14
LVW Advisors, LLC	12,746	105,644	222.89	118,390	287.60	-10.77
First Command Financial Services, Inc.	8,500	7,363	222.87	15,863	287.59	-53.58
First Command Bank	8,500	7,363	222.87	15,863	287.59	-53.58
Gemmer Asset Management LLC	5,976	30,400	222.89	36,376	287.58	-16.43
Center For Asset Management LLC	4,874	3,664	222.98	8,538	287.54	-57.09
Guyasuta Investment Advisors Inc	4,500	1,150	222.61	5,650	287.61	-79.65
BKD Wealth Advisors, LLC	3,477	82,910	222.89	86,387	287.60	-4.02
Stratos Wealth Advisors, LLC	3,215	36,734	222.90	39,949	287.59	-8.05
Stratos Wealth Partners, LTD.	3,170	53,768	222.88	56,938	287.59	-5.57
Spire Wealth Management	3,078	17,560	222.89	20,638	287.62	-14.91
Everett Harris & Co /ca/	2,590	57,931	222.89	60,521	287.60	-4.28
Grimes & Company, Inc.	2,223	143,765	222.89	145,988	287.60	-1.52
Hohimer Wealth Management, Llc	2,161	8,729	222.94	10,890	287.60	-19.84
Wedbush Securities Inc	2,020	10,206	222.91	12,226	287.58	-16.52
Financial Connections Group, Inc.	1,802	41,374	222.87	43,176	287.59	-4.17
SNS Financial Group, LLC	1,578	36,103	222.89	37,681	287.60	-4.19
CWA Asset Management Group, LLC	1,546	1,617	222.63	3,163	287.70	-48.88
Ziegler Capital Management, LLC	1,155	8,309	222.89	9,464	287.62	-12.20
Crescent Grove Advisors, LLC	1,040	1,653	222.63	2,693	287.41	-38.62
Tradewinds Capital Management, LLC	997	335	223.88	1,332	287.54	-74.85
Evolution Advisers, Inc.	978	67,781	225.05	68,759	287.60	-1.42
Catalyst Private Wealth, Llc	702	9,549	222.85	10,251	287.58	-6.85
Hexagon Capital Partners LLC	677	25,112	222.88	25,789	287.60	-2.63
Planning Alternatives Ltd /adv	570	42,467	222.88	43,037	287.59	-1.32
Patton Albertson Miller Group, Llc	475	3,317	222.79	3,792	287.71	-12.53
Financial Futures Ltd Liability Co.	457	2,131	222.90	2,588	287.48	-17.66
Bishop & Co Investment Management, LLC	451	71,429	222.89	71,880	287.60	-0.63
Leonard Rickey Investment Advisors P.L.L.C.	433	32,304	222.88	32,737	287.60	-1.32
Institute for Wealth Management, LLC.	367	16,637	222.88	17,004	287.58	-2.16
Orion Capital Management LLC	315	311	221.86	626	287.54	-50.32
Morris Financial Concepts, Inc.	310	13	230.77	323	287.93	-95.98
Alpha Omega Wealth Management LLC	300	3,736	222.97	4,036	287.66	-7.43
GSB Wealth Management, LLC	279	1,232	223.21	1,511	287.89	-18.46
Weaver Consulting Group	263	955	223.04	1,218	287.36	-21.59
Family CFO Inc	248	11,116	222889.98	11,364	287.57	-2.18
American Institute for Advanced Investment Management, LLP	225	6,408	222.85	6,633	287.65	-3.39
Trilogy Capital Inc.	180	6,986	222.87	7,166	287.61	-2.51
Clearwater Capital Advisors, LLC	179	28,506	222.90	28,685	287.61	-0.62
Culbertson A N & Co Inc	171	18,355	222.88	18,526	287.60	-0.92
Townsend Asset Management Corp /nc/ /adv	153	1,945	223.14	2,098	287.42	-7.29
WASHINGTON TRUST Co	132	1,570	222.93	1,702	287.90	-7.76
Byrne Asset Management LLC	122	10	200.00	132	287.88	-92.42
Cornell Pochily Investment Advisors, Inc.	104	2,909	222.76	3,013	287.75	-3.45
Horizon Financial Services, Llc	83	5,369	222.95	5,452	287.60	-1.52
RTD Financial Advisors, Inc.	78	4,049	223.02	4,127	287.62	-1.89
Boston Trust Walden Corp	77	2,992	222.93	3,069	287.72	-2.51
Galvin, Gaustad & Stein, LLC	65	1,346	222.88	1,411	287.74	-4.61
Summit Financial Strategies, Inc.	38	2,744	223.03	2,782	287.56	-1.37
FirstPurpose Wealth LLC	32	2,195	222.78	2,227	287.38	-1.44
Trust Co Of Vermont	26	1,050	222.86	1,076	287.17	-2.42
Sequoia Financial Advisors, LLC	20	4,285	222.87	4,305	287.57	-0.46
Segment Wealth Management, LLC	20	26,006	222.87	26,026	287.60	-0.08
Lakeview Capital Partners, LLC	19	30	233.33	49	285.71	-38.78
First National Bank Sioux Falls	18	2,960	222.97	2,978	287.44	-0.60
Capital Investment Advisory Services, LLC	15	1,893	222.93	1,908	287.74	-0.79
Ballast Advisors Llc	14	2,116	223.06	2,130	287.79	-0.66
Maryland Capital Advisors Inc.	9	383	221.93	392	288.27	-2.30

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name