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 959 843.00 208.47 210.43
Previous Quarter 980 1079.00 208.49 212.69

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 12 133 170 6 73 46
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 5 12 82 3 34 24
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 14,143 0.00 0.00 2,807,238 0.00 0.00
Previous Quarter 14,143 0.00 0.00 2,807,238 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
Jones Financial Companies Lllp 15,277,140 208.36
National Mutual Insurance Federation of Agricultural Cooperatives 9,747,317 208.49
Creative Planning 9,334,038 208.49
Bank Of America Corp /de/ 3,408,609 208.49
Vanguard Group Inc 2,807,238 208.49
Morgan Stanley 2,376,022 208.49
Pnc Financial Services Group, Inc. 2,058,081 208.49
Samlyn Capital, Llc 2,022,149 208.49
Northwestern Mutual Wealth Management Co 1,956,527 208.49
Fmr Llc 1,884,074 208.49
UBS Group AG 1,849,082 208.49
Envestnet Asset Management Inc 1,560,900 208.49
Cresset Asset Management, LLC 1,398,670 208.49
Wells Fargo & Company/mn 1,289,106 208.49
Johnson Financial Group, LLC 1,185,880 208.49
Royal Bank Of Canada 1,064,280 208.49
Wealthfront Advisers Llc 1,043,259 172.35
Pathstone Family Office, Llc 962,741 208.66
Private Advisor Group, LLC 719,892 172.35
Wealthquest Corp 682,820 221.02

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
Jones Financial Companies Lllp 15,277,140 208.36
National Mutual Insurance Federation of Agricultural Cooperatives 9,747,317 208.49
Creative Planning 9,334,038 208.49
Bank Of America Corp /de/ 3,408,609 208.49
Vanguard Group Inc 2,807,238 208.49
Morgan Stanley 2,376,022 208.49
Pnc Financial Services Group, Inc. 2,058,081 208.49
Samlyn Capital, Llc 2,022,149 208.49
Northwestern Mutual Wealth Management Co 1,956,527 208.49
Fmr Llc 1,884,074 208.49
UBS Group AG 1,849,082 208.49
Envestnet Asset Management Inc 1,560,900 208.49
Cresset Asset Management, LLC 1,398,670 208.49
Wells Fargo & Company/mn 1,289,106 208.49
Johnson Financial Group, LLC 1,185,880 208.49
Royal Bank Of Canada 1,064,280 208.49
Wealthfront Advisers Llc 1,024,170 208.49
Pathstone Family Office, Llc 962,741 208.66
Private Advisor Group, LLC 903,170 208.49
Wealthquest Corp 682,820 221.02

 

Recent Quarter Analysis

Name Shares PPS
Berkshire Money Management, Inc. 39,504 172.36
McAdam, LLC 14,123 172.34
Bank Of Montreal /can/ 12,625 212.75
Cooper Financial Group 4,220 172.27
KCS Wealth Advisory 3,038 172.48
Salvus Wealth Management, LLC 1,637 172.27
Legacy Private Trust Co. 1,560 172.44
Field & Main Bank 153 169.93
Heritage Financial Services, LLC 118 169.49
Sound Income Strategies, LLC 112 169.64
Horan Securities, Inc. 91 175.82
PFG Private Wealth Management, LLC 43 162.79
Name Shares PPS
Berman Capital Advisors, LLC 539,852 200.92
Derby & Company, Inc 322,563 200.92
C-J Advisory, Inc. 80,346 200.92
Moors & Cabot, Inc. 62,000
Managed Account Services Inc 31,686 200.91
Hochman Cole Investment Advisors, Inc. 19,185 200.94
Alexandria Capital, LLC 16,378 200.94
Bank Of Montreal /can/ 12,625 212.75
Homrich & Berg 12,598 200.90
Ameritas Investment Corp 9,113 0.22
Covenant Multifamily Offices, LLC 8,648 202.47
Carroll Financial Associates, Inc. 6,507 221.61
Money Concepts Capital Corp 3,197 208.63
Savant Capital, LLC 2,552 208.46
Qci Asset Management Inc/ny 2,155 200.93
Unified Trust Company, N.A. 1,392 201.15
IFP Advisors, Inc 1,271 221.09
Farr Miller & Washington Llc/dc 1,143 201.22
Green Harvest Asset Management LLC 1,128 201.24
Hilltop Wealth Advisors, Llc 1,112 208.63
Financial Planning & Information Services, Inc. 1,100 208.18
Triangle Securities Wealth Management 1,085 208.29
Capital Financial Planning, LLC 1,075 208.37
Lutz Financial Services LLC 1,064 208.65
Thrive Wealth Management, LLC 1,047 208.21
Shayne & Co., Llc 1,034 208.90
Wealth Enhancement Advisory Services, Llc 1,026 210.53
Brookstone Capital Management 1,013 202.37
Patten Group, Inc. 1,010 208.91
Foundations Investment Advisors, LLC 996 201.81
Hexagon Capital Partners LLC 737 208.96
Asset Dedication, LLC 736 207.88
Koshinski Asset Management, Inc. 701 208.27
Tradewinds Capital Management, LLC 190 210.53
Sonora Investment Management, LLC 120 200.00
Herold Advisors, Inc. 75 208480.00
Gemmer Asset Management LLC 53 207.55
Cutler Group LP
Clark Capital Management Group, Inc.
Tower Research Capital LLC (TRC)
Scharf Investments, Llc
Ibex Wealth Advisors
Asset Management Group, Inc.
My Personal CFO, LLC
Highland Private Wealth Management
Capital Advisory Group Advisory Services, LLC
Oak Family Advisors, Llc
Gerber Kawasaki Wealth & Investment Management
Seven Post Investment Office LP
Lazard Asset Management Llc
Lakeview Capital Partners, LLC
PFG Advisors
Lehman & Derafelo Financial Resources LLC
Viridian Ria, Llc
Investors Financial Group, LLC
Cabana Llc
Orrstown Financial Services Inc
Willis Johnson & Associates, Inc.
Old Republic International Corp
Huntington National Bank
Rinkey Investments
Diametric Capital, LP
Gsa Capital Partners Llp
Advisor Resource Council
Pacifica Partners Inc.
Wealth Quarterback LLC
Running Point Capital Advisors, LLC
Atlas Private Wealth Advisors
FourThought Financial, LLC
Atlantic Union Bankshares Corp
Chilton Capital Management Llc
Smith & Howard Wealth Management, LLC
Exchange Traded Concepts, Llc
Chicago Capital, LLC
Clarity Financial LLC
Ade, Llc
D'Orazio & Associates, Inc.
TAP Consulting, LLC
WFA of San Diego, LLC
Toronto Dominion Bank
Valmark Advisers, Inc.
StoneX Group Inc.
Gunma Bank,Ltd.
Old Mission Capital Llc
SNS Financial Group, LLC
Beacon Investment Advisory Services, Inc.
Atalanta Sosnoff Capital, Llc
Cornerstone Advisory, LLC
Private Management Group Inc
Ullmann Financial Group, Inc.
Renasant Bank
Pinnacle Financial Partners Inc
Collective Family Office Llc
Paragon Wealth Strategies, LLC
Tiedemann Advisors, Llc
Savior LLC
Parisi Gray Wealth Management
Two Sigma Securities, Llc
Nuveen Asset Management, LLC
Leelyn Smith, LLC
Patriot Financial Group Insurance Agency, LLC
Independent Wealth Network Inc.
NAVFX - The Sector Rotation Fund No Load Shares
Gradient Investments LLC
Fsb Premier Wealth Management, Inc.
Inverness Counsel Llc /ny/
Hardy Reed LLC
Nbt Bank N A /ny
Bingham Osborn & Scarborough Llc
Deutsche Bank Ag\
Millennium Management Llc
Better Money Decisions, LLC
First Long Island Investors, LLC
Caerus Investment Advisors, LLC
Barclays Plc
Edge Wealth Management LLC
Rather & Kittrell, Inc.
TFAZX - TFA Tactical Income Fund Class I
GeoWealth Management, LLC
True Link Financial Advisors, LLC
Argent Trust Co
Inscription Capital, LLC
Thompson Davis & Co., Inc.
Beese Fulmer Investment Management, Inc.
Wellington Shields Capital Management, LLC
Kalos Management, Inc.
Kovitz Investment Group Partners, LLC
Candriam Luxembourg S.C.A.
Cutler Group LP
KEMPER Corp
Prelude Capital Management, Llc
Atlanta Capital Management Co L L C
RPG Investment Advisory, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Wealthfront Advisers Llc 1,043,259 172.35 1,024,170 208.49
Private Advisor Group, LLC 719,892 172.35 903,170 208.49
Carlson Capital Management 380,255 172.35 398,843 208.49
Commonwealth Equity Services, Llc 329,327 172.35 320,056 208.49
Millburn Ridgefield Corp 309,921 172.35 232,742 208.49
Pittenger & Anderson Inc 261,233 172.35 238,045 208.49
Cambridge Investment Research Advisors, Inc. 201,402 172.35 237,974 208.49
Pure Financial Advisors, Inc. 165,019 172.35 161,982 208.49
Acropolis Investment Management, LLC 160,227 172.35 97,401 208.49
Moller Financial Services 112,549 172.35 112,495 208.49
Hurlow Wealth Management Group, Inc. 104,509 172.35 101,190 208.49
Truist Financial Corp 96,501 172.35 93,851 208.50
First Hawaiian Bank 74,719 172.35 74,320 208.49
Kennicott Capital Management Llc 72,134 172.35 71,428 208.49
Wedmont Private Capital 65,254 172.36 3,020 210.93
Gpwm Llc 58,097 172.35 56,007 208.49
Ledyard National Bank 53,472 172.35 54,387 208.51
Fusion Family Wealth LLC 47,244 172.36 46,180 208.49
Stratos Wealth Partners, LTD. 45,732 172.35 46,094 208.49
Orin Green Financial, LLC 40,727 175.34 28,682 208.49
Name Current Shares Current PPS Previous Shares Previous PPS
Cliftonlarsonallen Wealth Advisors, Llc 10,507 172.36 0
Private Capital Advisors, Inc. 1,168 172.09 0
Stratos Wealth Advisors, LLC 1,168 172.09 0
Steward Financial Group LLC 206 169.90 0
Affiance Financial, LLC 202 173.27 0
Newbridge Financial Services Group, Inc. 16 187.50 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Millburn Ridgefield Corp 77,179 309,921 172.35 232,742 208.49 33.16
Acropolis Investment Management, LLC 62,826 160,227 172.35 97,401 208.49 64.50
Wedmont Private Capital 62,234 65,254 172.36 3,020 210.93 2060.73
Pittenger & Anderson Inc 23,188 261,233 172.35 238,045 208.49 9.74
Mayport, Llc 21,160 24,810 172.35 3,650 208.49 579.73
Wealthfront Advisers Llc 19,089 1,043,259 172.35 1,024,170 208.49 1.86
Orin Green Financial, LLC 12,045 40,727 175.34 28,682 208.49 41.99
Cliftonlarsonallen Wealth Advisors, Llc 10,507 10,507 172.36 0 0.00
BLB&B Advisors, LLC 9,341 18,583 172.36 9,242 208.50 101.07
Commonwealth Equity Services, Llc 9,271 329,327 172.35 320,056 208.49 2.90
Transcend Wealth Collective, Llc 8,343 33,858 172.34 25,515 208.50 32.70
Great Valley Advisor Group, Inc. 5,027 24,329 172.35 19,302 208.68 26.04
Investors Research Corp 4,933 28,001 172.35 23,068 208.47 21.38
Intergy Private Wealth, LLC 4,566 25,133 172.36 20,567 208.49 22.20
Hurlow Wealth Management Group, Inc. 3,319 104,509 172.35 101,190 208.49 3.28
Soundmark Wealth Management, Llc 3,233 28,079 172.34 24,846 208.48 13.01
Sawtooth Solutions, LLC 3,110 9,208 172.35 6,098 208.43 51.00
Pure Financial Advisors, Inc. 3,037 165,019 172.35 161,982 208.49 1.87
Truist Financial Corp 2,650 96,501 172.35 93,851 208.50 2.82
Gpwm Llc 2,090 58,097 172.35 56,007 208.49 3.73
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Private Advisor Group, LLC 183,278 719,892 172.35 903,170 208.49 -20.29
Cambridge Investment Research Advisors, Inc. 36,572 201,402 172.35 237,974 208.49 -15.37
HB Wealth Management, LLC 22,942 12,387 172.36 35,329 208.50 -64.94
PMDEX - PMC Diversified Equity Fund Advisor Class Shares 22,587 1,412 188.39 23,999 201.63 -94.12
Carlson Capital Management 18,588 380,255 172.35 398,843 208.49 -4.66
Phillips Financial Management, Llc 1,203 22,357 172.34 23,560 208.49 -5.11
Ledyard National Bank 915 53,472 172.35 54,387 208.51 -1.68
Good Life Advisors, LLC 902 2,741 172.20 3,643 208.62 -24.76
Round Rock Advisors, LLC 879 8,620 172.39 9,499 208.44 -9.25
Dividend Asset Capital, Llc 826 3,176 172.23 4,002 208.40 -20.64
PBMares Wealth Management LLC 648 2,090 172.25 2,738 208.55 -23.67
Pinnacle Financial Group, LLC / IL 615 13,097 172.33 13,712 208.50 -4.49
Spire Wealth Management 612 2,149 172.17 2,761 208.62 -22.17
MAI Capital Management 584 28,016 172.37 28,600 208.50 -2.04
Murphy Capital Management Inc 566 2,202 172.12 2,768 208.45 -20.45
Wbh Advisory Inc 505 1,169 175.36 1,674 196.54 -30.17
Courage Miller Partners, LLC 493 2,760 172.46 3,253 208.42 -15.16
Waller Financial Planning Group, Inc 417 1,192 171.98 1,609 208.20 -25.92
Brinker Capital Investments, LLC 414 1,474 172.32 1,888 208.69 -21.93
Stratos Wealth Partners, LTD. 362 45,732 172.35 46,094 208.49 -0.79
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Cutler Group LP 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
KCS Wealth Advisory 3,038 172.48
Field & Main Bank 153 169.93
Heritage Financial Services, LLC 118 169.49
Horan Securities, Inc. 91 175.82
PFG Private Wealth Management, LLC 43 162.79
Name Shares PPS
Savant Capital, LLC 2,552 208.46
Patten Group, Inc. 1,010 208.91
Capital Financial Planning, LLC 1,075 208.37
Gemmer Asset Management LLC 53 207.55
Wealth Enhancement Advisory Services, Llc 1,026 210.53
Money Concepts Capital Corp 3,197 208.63
Lutz Financial Services LLC 1,064 208.65
Shayne & Co., Llc 1,034 208.90
Asset Dedication, LLC 736 207.88
Tradewinds Capital Management, LLC 190 210.53
Financial Planning & Information Services, Inc. 1,100 208.18
Hexagon Capital Partners LLC 737 208.96
Name Current Shares Current PPS Previous Shares Previous PPS
Wealthfront Advisers Llc 1,043,259 172.35 1,024,170 208.49
Carlson Capital Management 380,255 172.35 398,843 208.49
Commonwealth Equity Services, Llc 329,327 172.35 320,056 208.49
Millburn Ridgefield Corp 309,921 172.35 232,742 208.49
Moller Financial Services 112,549 172.35 112,495 208.49
Truist Financial Corp 96,501 172.35 93,851 208.50
First Hawaiian Bank 74,719 172.35 74,320 208.49
Gpwm Llc 58,097 172.35 56,007 208.49
Ledyard National Bank 53,472 172.35 54,387 208.51
Stratos Wealth Partners, LTD. 45,732 172.35 46,094 208.49
Orin Green Financial, LLC 40,727 175.34 28,682 208.49
Tarbox Family Office, Inc. 38,856 172.35 37,465 208.49
JNBA Financial Advisors 37,715 172.35 37,863 208.49
MAI Capital Management 28,016 172.37 28,600 208.50
Investors Research Corp 28,001 172.35 23,068 208.47
Great Valley Advisor Group, Inc. 24,329 172.35 19,302 208.68
Phillips Financial Management, Llc 22,357 172.34 23,560 208.49
Gradient Capital Advisors, LLC 18,897 172.36 18,137 208.47
BLB&B Advisors, LLC 18,583 172.36 9,242 208.50
Financial Connections Group, Inc. 16,425 172.30 16,712 208.47
PrairieView Partners, LLC 16,380 172.34 16,436 208.51
Leeward Financial Partners, LLC 13,386 172.34 12,316 208.51
Pinnacle Financial Group, LLC / IL 13,097 172.33 13,712 208.50
Capital Planning LLC 13,055 172.35 13,122 208.50
Northstar Asset Management Llc 12,396 172.31 11,891 208.48
Market Street Wealth Management Advisors Llc 11,143 172.31 10,639 208.48
Sawtooth Solutions, LLC 9,208 172.35 6,098 208.43
Franklin, Parlapiano, Turner & Welch, LLC 9,015 172.38 9,015 208.54
Round Rock Advisors, LLC 8,620 172.39 9,499 208.44
Life Planning Partners, Inc 8,619 172.29 7,649 208.65
Capital Investment Advisory Services, LLC 8,513 172.32 8,409 208.47
Stone Point Wealth LLC 8,306 172.41 8,469 209.12
Sequoia Financial Advisors, LLC 7,453 172.28 7,449 208.48
Rodgers & Associates, LTD 7,162 172.30 7,132 208.50
Crescent Grove Advisors, LLC 7,136 172.37 7,136 208.52
Trust Co Of Vermont 6,936 172.29 6,936 208.48
Canton Hathaway, LLC 5,000 172.40 5,000 208.40
RTD Financial Advisors, Inc. 4,944 172.33 4,087 208.47
Brandywine Oak Private Wealth Llc 4,789 172.27 4,789 208.39
Cahaba Wealth Management, Inc. 4,752 172.35 4,733 188.89
Waypoint Capital Advisors, LLC 4,717 172.36 4,717 208.40
BKD Wealth Advisors, LLC 4,654 172.32 4,335 208.54
Next Capital Management LLC 4,429 172.27 4,429 208.40
Abacus Planning Group, Inc. 4,412 172.26 4,412 208.52
Pathway Financial Advisors LLC 4,207 172.33 4,207 208.46
GFS Advisors, LLC 3,900 172.31 3,900 208.46
Annapolis Financial Services, LLC 3,654 172.41 3,646 208.45
Pachira Investments Inc. 3,319 172.34 1,613 208.31
Madison Wealth Partners, Inc 2,843 172.35 2,926 208.48
Courage Miller Partners, LLC 2,760 172.46 3,253 208.42
Good Life Advisors, LLC 2,741 172.20 3,643 208.62
Peterson Wealth Advisors, LLC 2,615 172.47 2,615 208.41
DAVENPORT & Co LLC 2,596 172.19 2,830 208.48
White Lighthouse Investment Management Inc. 2,419 172.39 2,556 208.53
Spire Wealth Management 2,149 172.17 2,761 208.62
ACT Advisors, LLC. 2,144 172.11 2,169 208.39
PBMares Wealth Management LLC 2,090 172.25 2,738 208.55
Sandy Spring Bank 2,009 172.72 2,004 208.58
Weaver Consulting Group 1,944 172.33 1,944 208.33
Wedbush Securities Inc 1,924 172.56 1,924 208.42
HighMark Wealth Management LLC 1,922 172.22 1,922 208.64
Financial Futures Ltd Liability Co. 1,706 172.33 1,706 208.68
Mitchell Mcleod Pugh & Williams Inc 1,701 172.25 1,701 208.70
Oak Harvest Investment Services 1,699 172.45 1,692 208.63
Charter Oak Capital Management, LLC 1,664 172.48 1,664 221.15
SOL Capital Management CO 1,500 172.67 1,500 208.67
Brinker Capital Investments, LLC 1,474 172.32 1,888 208.69
PMDEX - PMC Diversified Equity Fund Advisor Class Shares 1,412 188.39 23,999 201.63
Fort Pitt Capital Group, Llc 1,383 172.09 1,383 208.24
CFO4Life Group, LLC 1,347 174.46 1,347 208.61
TruWealth Advisors, LLC 1,290 172.09 1,071 208.22
Waller Financial Planning Group, Inc 1,192 171.98 1,609 208.20
Howland Capital Management Llc 1,169 171.94 1,169 208.73
Ballast Advisors Llc 1,130 172.57 1,130 208.85
Geneos Wealth Management Inc. 1,033 173.28 1,023 208.21
Thompson Siegel & Walmsley Llc 668 172.16 668 208.08
PSI Advisors, LLC 650 172.31 648 208.33
TCI Wealth Advisors, Inc. 406 172.41 406 206.90
Byrne Asset Management LLC 320 171.88 391 209.72
North Star Investment Management Corp. 170 170.59 170 205.88
Umb Bank N A/mo 152 171.05 152 210.53
Hanson & Doremus Investment Management 43 162.79 43 209.30
Name Current Shares Current PPS Previous Shares Previous PPS
Private Capital Advisors, Inc. 1,168 172.09 0
Stratos Wealth Advisors, LLC 1,168 172.09 0
Steward Financial Group LLC 206 169.90 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Millburn Ridgefield Corp 77,179 309,921 172.35 232,742 208.49 33.16
Wealthfront Advisers Llc 19,089 1,043,259 172.35 1,024,170 208.49 1.86
Orin Green Financial, LLC 12,045 40,727 175.34 28,682 208.49 41.99
BLB&B Advisors, LLC 9,341 18,583 172.36 9,242 208.50 101.07
Commonwealth Equity Services, Llc 9,271 329,327 172.35 320,056 208.49 2.90
Great Valley Advisor Group, Inc. 5,027 24,329 172.35 19,302 208.68 26.04
Investors Research Corp 4,933 28,001 172.35 23,068 208.47 21.38
Sawtooth Solutions, LLC 3,110 9,208 172.35 6,098 208.43 51.00
Truist Financial Corp 2,650 96,501 172.35 93,851 208.50 2.82
Gpwm Llc 2,090 58,097 172.35 56,007 208.49 3.73
Pachira Investments Inc. 1,706 3,319 172.34 1,613 208.31 105.77
Tarbox Family Office, Inc. 1,391 38,856 172.35 37,465 208.49 3.71
Stratos Wealth Advisors, LLC 1,168 1,168 172.09 0 0.00
Private Capital Advisors, Inc. 1,168 1,168 172.09 0 0.00
Leeward Financial Partners, LLC 1,070 13,386 172.34 12,316 208.51 8.69
Life Planning Partners, Inc 970 8,619 172.29 7,649 208.65 12.68
RTD Financial Advisors, Inc. 857 4,944 172.33 4,087 208.47 20.97
Gradient Capital Advisors, LLC 760 18,897 172.36 18,137 208.47 4.19
Northstar Asset Management Llc 505 12,396 172.31 11,891 208.48 4.25
Market Street Wealth Management Advisors Llc 504 11,143 172.31 10,639 208.48 4.74
First Hawaiian Bank 399 74,719 172.35 74,320 208.49 0.54
BKD Wealth Advisors, LLC 319 4,654 172.32 4,335 208.54 7.36
TruWealth Advisors, LLC 219 1,290 172.09 1,071 208.22 20.45
Steward Financial Group LLC 206 206 169.90 0 0.00
Capital Investment Advisory Services, LLC 104 8,513 172.32 8,409 208.47 1.24
Moller Financial Services 54 112,549 172.35 112,495 208.49 0.05
Rodgers & Associates, LTD 30 7,162 172.30 7,132 208.50 0.42
Cahaba Wealth Management, Inc. 19 4,752 172.35 4,733 188.89 0.40
Geneos Wealth Management Inc. 10 1,033 173.28 1,023 208.21 0.98
Annapolis Financial Services, LLC 8 3,654 172.41 3,646 208.45 0.22
Oak Harvest Investment Services 7 1,699 172.45 1,692 208.63 0.41
Sandy Spring Bank 5 2,009 172.72 2,004 208.58 0.25
Sequoia Financial Advisors, LLC 4 7,453 172.28 7,449 208.48 0.05
PSI Advisors, LLC 2 650 172.31 648 208.33 0.31
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
PMDEX - PMC Diversified Equity Fund Advisor Class Shares 22,587 1,412 188.39 23,999 201.63 -94.12
Carlson Capital Management 18,588 380,255 172.35 398,843 208.49 -4.66
Phillips Financial Management, Llc 1,203 22,357 172.34 23,560 208.49 -5.11
Ledyard National Bank 915 53,472 172.35 54,387 208.51 -1.68
Good Life Advisors, LLC 902 2,741 172.20 3,643 208.62 -24.76
Round Rock Advisors, LLC 879 8,620 172.39 9,499 208.44 -9.25
PBMares Wealth Management LLC 648 2,090 172.25 2,738 208.55 -23.67
Pinnacle Financial Group, LLC / IL 615 13,097 172.33 13,712 208.50 -4.49
Spire Wealth Management 612 2,149 172.17 2,761 208.62 -22.17
MAI Capital Management 584 28,016 172.37 28,600 208.50 -2.04
Courage Miller Partners, LLC 493 2,760 172.46 3,253 208.42 -15.16
Waller Financial Planning Group, Inc 417 1,192 171.98 1,609 208.20 -25.92
Brinker Capital Investments, LLC 414 1,474 172.32 1,888 208.69 -21.93
Stratos Wealth Partners, LTD. 362 45,732 172.35 46,094 208.49 -0.79
Financial Connections Group, Inc. 287 16,425 172.30 16,712 208.47 -1.72
DAVENPORT & Co LLC 234 2,596 172.19 2,830 208.48 -8.27
Stone Point Wealth LLC 163 8,306 172.41 8,469 209.12 -1.92
JNBA Financial Advisors 148 37,715 172.35 37,863 208.49 -0.39
White Lighthouse Investment Management Inc. 137 2,419 172.39 2,556 208.53 -5.36
Madison Wealth Partners, Inc 83 2,843 172.35 2,926 208.48 -2.84
Byrne Asset Management LLC 71 320 171.88 391 209.72 -18.16
Capital Planning LLC 67 13,055 172.35 13,122 208.50 -0.51
PrairieView Partners, LLC 56 16,380 172.34 16,436 208.51 -0.34
ACT Advisors, LLC. 25 2,144 172.11 2,169 208.39 -1.15
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