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 | 2,148 | 231.00 | 46.13 | 79.44 |
| Previous Quarter | 2,275 | 210.00 | 46.13 | 79.86 |
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 | 17 | 351 | 538 | 11 | 267 | 238 |
| 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 | 1 | 0 | 0 | 0 | 0 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 7 | 17 | 203 | 4 | 97 | 91 |
| 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 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 | 516,636 | 0.00 | 0.00 | 78,872,686 | 0.00 | 0.00 |
| Previous Quarter | 516,636 | 0.00 | 0.00 | 78,793,339 | 0.00 | 0.00 |
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/ | 73,655,886 | 46.13 |
| Betterment LLC | 63,390,990 | 46.13 |
| Wells Fargo & Company/mn | 56,240,670 | 46.13 |
| Vanguard Group Inc | 55,415,031 | 46.13 |
| Jones Financial Companies Lllp | 46,732,250 | 46.09 |
| Wealthfront Advisers Llc | 46,621,409 | 41.65 |
| Northwestern Mutual Wealth Management Co | 44,143,558 | 46.13 |
| Morgan Stanley | 37,904,603 | 46.13 |
| Envestnet Asset Management Inc | 32,161,755 | 46.13 |
| Northern Trust Corp | 24,942,700 | 46.13 |
| Bridgewater Associates, LP | 22,717,958 | 46.13 |
| Personal Capital Advisors Corp | 21,417,455 | 46.13 |
| Goldman Sachs Group Inc | 20,213,936 | 46.13 |
| Creative Planning | 18,520,646 | 46.13 |
| Bank of New York Mellon Corp | 18,364,565 | 46.13 |
| Financial Engines Advisors L.L.C. | 16,129,364 | 46.13 |
| VGTSX - Vanguard Total International Stock Index Fund Investor Shares | 15,759,336 | 43.44 |
| UBS Group AG | 15,655,563 | 46.13 |
| South Dakota Investment Council | 15,078,869 | 46.13 |
| Amerivest Investment Management LLC | 14,348,045 | 46.13 |
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/ | 73,655,886 | 46.13 |
| Betterment LLC | 63,390,990 | 46.13 |
| Wells Fargo & Company/mn | 56,240,670 | 46.13 |
| Vanguard Group Inc | 55,415,031 | 46.13 |
| Jones Financial Companies Lllp | 46,732,250 | 46.09 |
| Northwestern Mutual Wealth Management Co | 44,143,558 | 46.13 |
| Wealthfront Advisers Llc | 43,578,877 | 46.13 |
| Morgan Stanley | 37,904,603 | 46.13 |
| Envestnet Asset Management Inc | 32,161,755 | 46.13 |
| Northern Trust Corp | 24,942,700 | 46.13 |
| Bridgewater Associates, LP | 22,717,958 | 46.13 |
| Personal Capital Advisors Corp | 21,417,455 | 46.13 |
| Goldman Sachs Group Inc | 20,213,936 | 46.13 |
| Creative Planning | 18,520,646 | 46.13 |
| Bank of New York Mellon Corp | 18,364,565 | 46.13 |
| Financial Engines Advisors L.L.C. | 16,129,364 | 46.13 |
| VGTSX - Vanguard Total International Stock Index Fund Investor Shares | 15,759,336 | 49.67 |
| UBS Group AG | 15,655,563 | 46.13 |
| South Dakota Investment Council | 15,078,869 | 46.13 |
| Amerivest Investment Management LLC | 14,348,045 | 46.13 |
| Name | Shares | PPS |
|---|---|---|
| Forbes J M & Co Llp | 326,118 | 41.65 |
| Cypress Financial Planning Llc | 133,925 | 41.65 |
| Joule Financial, LLC | 129,882 | 41.65 |
| Oak Asset Management, LLC | 124,372 | 41.65 |
| PFG Private Wealth Management, LLC | 69,568 | 41.64 |
| First Pacific Financial | 42,606 | 41.66 |
| One + One Wealth Management, Llc | 30,482 | 41.66 |
| Obsidian Personal Planning Solutions LLC | 21,057 | 41.65 |
| Sterling Financial Planning, Inc. | 17,163 | 46.15 |
| Prime Capital Investment Advisors, LLC | 12,904 | 49.44 |
| Ml & R Wealth Management Llc | 4,971 | 41.64 |
| Capital Planning LLC | 4,949 | 41.62 |
| Mv Capital Management, Inc. | 1,972 | 41.58 |
| Dividend Asset Capital, Llc | 1,347 | 41.57 |
| Darrow Company, Inc. | 661 | 40.85 |
| Heritage Financial Services, LLC | 334 | 38.92 |
| Founders Capital Management | 222 | 40.54 |
| Name | Shares | PPS |
|---|---|---|
| Citigroup Inc | 6,172,353 | 46.13 |
| HighTower Advisors, LLC | 3,235,351 | 46.11 |
| Twin Tree Management, LP | 885,802 | 46.13 |
| Bbva Usa | 756,501 | 50.01 |
| Emery Howard Portfolio Management, Inc. | 734,601 | 49.46 |
| Arvest Bank Trust Division | 519,324 | 50.01 |
| First Mercantile Trust Co | 343,948 | 50.01 |
| Credit Suisse Ag/ | 296,992 | 46.13 |
| Rinet Co LLC | 193,312 | 50.01 |
| Hnp Capital Llc | 170,307 | 46.13 |
| Prentice Wealth Management LLC | 135,553 | 50.01 |
| Mosaic Family Wealth, LLC | 125,252 | 49.46 |
| TEQKX - TIAA-CREF Emerging Markets Equity Index Fund Retail Class | 122,329 | 50.66 |
| Managed Account Services Inc | 111,933 | 50.01 |
| Cerro Pacific Wealth Advisors LLC | 106,800 | 46.13 |
| Alexandria Capital, LLC | 101,201 | 50.01 |
| Heritage Way Advisors, LLC | 93,476 | 49.46 |
| Berman Capital Advisors, LLC | 90,063 | 50.01 |
| Alley Co LLC | 86,773 | 49.46 |
| Mid Atlantic Financial Management Inc/adv | 84,303 | 50.01 |
| IFP Advisors, Inc | 80,485 | 49.65 |
| Carroll Financial Associates, Inc. | 77,401 | 49.33 |
| TCHDX - Transamerica ClearTrack 2035 R6 | 57,393 | 50.67 |
| TCRTX - Transamerica ClearTrack 2040 R1 | 56,265 | 50.65 |
| Homrich & Berg | 55,858 | 50.00 |
| TDFTX - Transamerica ClearTrack 2030 R1 | 43,226 | 50.66 |
| TCPTX - Transamerica ClearTrack 2045 R1 | 39,088 | 50.65 |
| TDITX - Transamerica ClearTrack 2025 R1 | 38,687 | 50.66 |
| Magnolia Wealth Management, LLC | 35,312 | 46.53 |
| TRNTX - Transamerica ClearTrack 2050 R1 | 34,741 | 50.66 |
| Trinity Financial Advisors LLC | 34,500 | 46.14 |
| LCAIX - Lazard Opportunistic Strategies Portfolio Institutional Shares | 32,719 | 50.00 |
| Resource Consulting Group Inc | 31,499 | 46.13 |
| Granite Investment Advisors, LLC | 29,438 | 50.00 |
| Qci Asset Management Inc/ny | 29,097 | 50.01 |
| VYGNX - Voya Global Multi-Asset Fund Class R6 | 28,757 | 47.81 |
| Country Club Trust Company, n.a. | 23,738 | 49.58 |
| Parallax Volatility Advisers, L.P. | 22,800 | 50.00 |
| TCHTX - Transamerica ClearTrack 2020 R1 | 19,141 | 50.68 |
| Ameritas Investment Corp | 17,564 | 0.06 |
| Sterling Financial Planning, Inc. | 17,163 | 46.15 |
| My Personal CFO, LLC | 16,591 | 46.11 |
| Paladin Advisory Group, LLC | 16,246 | 46.97 |
| Websterrogers Financial Advisors, Llc | 16,024 | 46.99 |
| Harbor Financial Services, Llc | 14,960 | 50.00 |
| TCITX - Transamerica ClearTrack Retirement Income R1 | 14,814 | 50.63 |
| TCFTX - Transamerica ClearTrack 2015 R1 | 14,756 | 50.69 |
| Optimal Asset Management, Inc. | 14,613 | 50.02 |
| Asset Dedication, LLC | 14,458 | 46.13 |
| Catalyst Private Wealth, Llc | 14,455 | 46.14 |
| Prime Capital Investment Advisors, LLC | 12,904 | 49.44 |
| Calton & Associates, Inc. | 12,781 | 46.08 |
| Canvas Wealth Advisors, LLC | 11,993 | 43.69 |
| Johanson Financial Advisors, Inc. | 11,120 | 49.46 |
| Amplius Wealth Advisors, LLC | 11,041 | 46.10 |
| Wall Capital Group, Inc. | 11,016 | 46.11 |
| Spring Creek Investment Management, LLC | 9,788 | 49.96 |
| ISOLX - Voya Target In-Retirement Fund Class I | 8,900 | 47.87 |
| Cardinal Point Wealth Management LLC | 8,171 | 50.06 |
| Cardinal Point Wealth Management Partners, LLC | 7,972 | 46.16 |
| Geometric Wealth Advisors | 7,502 | 46.12 |
| Ccg Wealth Management, Llc | 7,449 | 46.18 |
| Tnf Llc | 7,304 | 43.54 |
| First Midwest Bank Trust Division | 6,990 | 49.50 |
| Cedar Capital, Llc | 6,582 | 49.98 |
| Provident Wealth Management, LLC | 6,420 | 46.11 |
| Market Street Wealth Management Advisors Llc | 5,862 | 46.06 |
| Meritage Portfolio Management | 5,803 | 46.18 |
| Hatton Consulting, Inc. | 5,700 | 50.00 |
| Crescent Capital Consulting, LLC | 5,427 | 49.38 |
| Hochman Cole Investment Advisors, Inc. | 5,251 | 50.09 |
| Revolve Wealth Partners, LLC | 5,212 | 46.05 |
| Enterprise Bank & Trust Co | 4,880 | 46.11 |
| Schneider Downs Wealth Management Advisors, LP | 4,879 | 46.12 |
| MPS Loria Financial Planners, LLC | 4,754 | 46.07 |
| Arlington Partners LLC | 4,700 | 46.17 |
| Keystone Wealth Services, LLC | 4,665 | 46.09 |
| Cadence Bank Na | 4,603 | 46.27 |
| Westshore Wealth, LLC | 4,587 | 46.22 |
| Atlas Brown,Inc. | 4,561 | 46.04 |
| Arden Trust Co | 4,541 | 46.03 |
| GSB Wealth Management, LLC | 4,501 | 46.21 |
| Bnp Paribas Arbitrage, Sa | 4,293 | 46.12 |
| Spotlight Asset Group, Inc. | 4,277 | 50.04 |
| Reilly Financial Advisors, Llc | 2,723 | 49.58 |
| Heritage Wealth Management, Llc | 1,976 | 50.10 |
| Investment Research & Advisory Group, Inc. | 1,470 | 46.26 |
| Security National Trust Co | 1,200 | 54.17 |
| TCTOX - Transamerica ClearTrack 2055 Class R1 | 1,116 | 51.08 |
| TCSOX - Transamerica ClearTrack 2060 Class R1 | 1,046 | 50.67 |
| Sonora Investment Management, LLC | 1,007 | 49.65 |
| Farmers & Merchants Trust Co of Chambersburg PA | 769 | |
| Cabot-Wellington, LLC | 515 | 50.49 |
| Tradewinds Capital Management, LLC | 390 | 46.15 |
| Wolff Wiese Magana Llc | 148 | 47.30 |
| Wealth Quarterback LLC | 126 | |
| McCarthy Asset Management, Inc. | 110 | 45.45 |
| New England Professional Planning Group Inc. | 57 | 4438.60 |
| Covenant Multifamily Offices, LLC | ||
| NorthCoast Asset Management LLC | ||
| Eudaimonia Advisors Llc | ||
| Franklin, Parlapiano, Turner & Welch, LLC | ||
| Harborview Advisors, LLC | ||
| Randolph Co Inc | ||
| Griffin Asset Management, Inc. | ||
| Intelligence Driven Advisers, LLC | ||
| Renaissance Group Llc | ||
| Stewardship Advisors, LLC | ||
| Donaldson Capital Management, Llc | ||
| All Terrain Financial Advisors, LLC | ||
| Eubel Brady & Suttman Asset Management Inc | ||
| Edge Wealth Management LLC | ||
| Summit Financial Wealth Advisors, LLC | ||
| Beck Bode, LLC | ||
| Bath Savings Trust Co | ||
| Professional Planning | ||
| Corbett Road Capital Management, Llc | ||
| Ironwood Wealth Management, Inc. | ||
| Foster Dykema Cabot & Co Inc/ma | ||
| Vestmark Advisory Solutions, Inc. | ||
| Robinson Value Management, Ltd. | ||
| Brown Advisory Securities, LLC | ||
| Moody Lynn & Lieberson, Llc | ||
| Vaughan David Investments Inc/il | ||
| Beacon Capital Management, Inc. | ||
| American International Group, Inc. | ||
| Vista Wealth Management Group, LLC | ||
| Flagship Private Wealth, LLC | ||
| Permanens Capital L.P. | ||
| Mercer Investment Management, Inc. | ||
| Cooper/haims Advisors, Llc | ||
| Financial Sense Advisors, Inc. | ||
| VisionPoint Advisory Group, LLC | ||
| CHURCHILL MANAGEMENT Corp | ||
| First Financial Bank - Trust Division | ||
| Financial Management Professionals, Inc. | ||
| BT Wealth Management LLC | ||
| Woodard & Co Asset Management Group Inc /adv | ||
| Cassia Capital Partners, LLC | ||
| Hernani Holdings LLC | ||
| Genesee Capital Advisors, LLC | ||
| IAM Advisory, LLC | ||
| Rfg Holdings, Inc. | ||
| Dana Investment Advisors, Inc. | ||
| Cortland Associates Inc/mo | ||
| Gillespie Robinson & Grimm Inc | ||
| Antonetti Capital Management LLC | ||
| Holloway Wealth Management, LLC | ||
| Ironwood Financial, llc | ||
| Trexquant Investment LP | ||
| Americana Partners, LLC | ||
| Pictet Asset Management Sa | ||
| Lyell Wealth Management, Lp | ||
| Seelaus Asset Management LLC | ||
| First Capital Advisors Group, LLC. | ||
| Krs Capital Management, Llc | ||
| Innova Wealth Partners | ||
| Magnolia Capital Advisors Llc | ||
| Barnett & Company, Inc. | ||
| Acorn Financial Advisory Services Inc /adv | ||
| VAUGHAN & Co SECURITIES, INC. | ||
| Clear Perspectives Financial Planning, LLC | ||
| Ford Financial Group, LLC | ||
| Huntington National Bank | ||
| Henrickson Nauta Wealth Advisors, Inc. | ||
| Byrne Asset Management LLC | ||
| Towercrest Capital Management | ||
| Natixis | ||
| Arlington Capital Management, Inc. | ||
| USA Financial Portformulas Corp | ||
| Smh Capital Advisors Inc | ||
| 360 Financial, Inc. | ||
| NatWest Group plc | ||
| Winthrop Advisory Group LLC | ||
| Paradigm Financial Partners, Llc | ||
| New Vernon Capital Holdings II LLC | ||
| Altus Wealth Group LLC | ||
| TFAZX - TFA Tactical Income Fund Class I | ||
| Leverty Financial Group, LLC | ||
| Wall Street Access Asset Management, LLC | ||
| Comprehensive Financial Consultants Institutional, Inc. | ||
| Inverness Counsel Llc /ny/ | ||
| Advisor Resource Council | ||
| APCM Wealth Management for Individuals | ||
| Brandes Investment Partners, Lp | ||
| Keeler THomas Management LLC | ||
| NS Partners Ltd | ||
| Elk River Wealth Management, LLC | ||
| Source Financial Advisors LLC | ||
| AXS Investments LLC | ||
| Lakeview Capital Partners, LLC | ||
| Qp Wealth Management, Llc | ||
| King Luther Capital Management Corp | ||
| JGP Wealth Management, LLC | ||
| Geneva Partners, LLC | ||
| Truvestments Capital Llc | ||
| Walled Lake Planning & Wealth Management, Llc | ||
| Ironwood Investment Counsel, LLC | ||
| Econ Financial Services Corp | ||
| Fifth Third Securities, Inc. | ||
| Firethorn Wealth Partners, Llc | ||
| Peak Financial Advisors Llc | ||
| Delta Asset Management Llc/tn | ||
| Investors Asset Management Of Georgia Inc /ga/ /adv | ||
| New Potomac Partners, LLC | ||
| Chevy Chase Trust Holdings, Inc. | ||
| Cypress Point Wealth Management, LLC | ||
| Legal & General Group Plc | ||
| Segment Wealth Management, LLC | ||
| Better Money Decisions, LLC | ||
| Cypress Capital Group | ||
| Toews Corp /adv | ||
| Aries Wealth Management | ||
| CBIZ Investment Advisory Services, LLC | ||
| United Asset Strategies, Inc. | ||
| Chatham Capital Group, Inc. | ||
| Allegheny Financial Group LTD | ||
| Laurel Wealth Advisors LLC | ||
| Lumature Wealth Partners, LLC | ||
| Coulter & Justus Financial Services, LLC | ||
| tru Independence LLC | ||
| Elmwood Wealth Management, Inc. | ||
| Fwl Investment Management, Llc | ||
| Humankind Investments LLC | ||
| Northwest Capital Management Inc | ||
| Oakworth Capital, Inc. | ||
| Leonard Rickey Investment Advisors P.L.L.C. | ||
| Fulcrum Capital LLC | ||
| Patten Group, Inc. | ||
| Y-Intercept (Hong Kong) Ltd | ||
| Greenfield FTC, Inc. | ||
| RPG Investment Advisory, LLC | ||
| HAP Trading, LLC | ||
| Empire Life Investments Inc. | ||
| Benjamin Edwards Inc | ||
| Klaas Financial Asset Advisors, LLC | ||
| Marino, Stram & Associates Llc | ||
| Kowal Investment Group, LLC | ||
| Jump Financial, LLC | ||
| Blodgett Wealth Advisors, Llc | ||
| Rather & Kittrell, Inc. | ||
| Sentinel Trust Co Lba | ||
| Richwood Investment Advisors, LLC | ||
| Hudson Valley Investment Advisors Inc /adv | ||
| Bingham Osborn & Scarborough Llc | ||
| Insight Folios Inc | ||
| Confluence Investment Management Llc | ||
| Triumph Capital Management | ||
| GW&K Investment Management, LLC | ||
| Alliance Wealth Management Group | ||
| Van Hulzen Asset Management, LLC | ||
| Thompson Davis & Co., Inc. | ||
| Bft Financial Group, Llc | ||
| Provida Pension Fund Administrator | ||
| Clark Capital Management Group, Inc. | ||
| Paragon Wealth Strategies, LLC | ||
| Onyx Bridge Wealth Group LLC | ||
| Viridian Ria, Llc | ||
| Daniels&Tansey,LLP | ||
| Russell Investments Group, Ltd. | ||
| WorthPointe, LLC | ||
| Savior LLC | ||
| Renaissance Technologies Llc | ||
| Agf Investments Inc. | ||
| Titan Capital Management, LLC /CA | ||
| P-Solve Investments Ltd | ||
| Hamilton Wealth, LLC | ||
| Roger Wittlin Investment Advisory, LLC | ||
| Nvwm, Llc | ||
| Matisse Capital | ||
| Endowment Wealth Management, Inc. | ||
| Atlas Private Wealth Advisors | ||
| Cadent Capital Advisors, LLC | ||
| Harvard Management Co Inc | ||
| Baker Tilly Financial, Llc | ||
| SeaBridge Investment Advisors LLC | ||
| MetLife Investment Management, LLC | ||
| PFG Advisors | ||
| Letko, Brosseau & Associates Inc | ||
| Vigilare Wealth Management | ||
| Invst, LLC | ||
| Manning & Napier Group, LLC | ||
| Baldwin Investment Management, LLC | ||
| Delta Investment Management, LLC | ||
| Independent Wealth Network Inc. | ||
| CORDA Investment Management, LLC. | ||
| Smith, Salley & Associates | ||
| Zwj Investment Counsel Inc | ||
| St. James Investment Advisors, LLC | ||
| PRW Wealth Management LLC | ||
| Mcdaniel Terry & Co | ||
| Transamerica Financial Advisors, Inc. | ||
| Absolute Capital Management, LLC | ||
| Balentine LLC | ||
| Summit Wealth Group, LLC | ||
| Ogorek Anthony Joseph /ny/ /adv | ||
| Ten Capital Wealth Advisors, LLC | ||
| Vista Capital Partners, Inc. | ||
| JT Stratford LLC | ||
| Psagot Investment House Ltd. | ||
| Old North State Trust, LLC | ||
| First American Trust, Fsb | ||
| SG Americas Securities, LLC | ||
| Hilltop Holdings Inc. | ||
| Nexus Investment Management ULC | ||
| Select Asset Management & Trust | ||
| Amussen Hunsaker Associates Llc | ||
| Offit Capital Advisors Llc | ||
| Hennion & Walsh Asset Management, Inc. | ||
| Marietta Wealth Management, LLC | ||
| Quantitative Investment Management, LLC | ||
| Consolidated Planning Corp | ||
| Platte River Wealth Advisors, LLC | ||
| Lebenthal Global Advisors, LLC | ||
| CPI - IQ Real Return ETF | ||
| Thornburg Investment Management Inc | ||
| Carl P. Sherr & Co., LLC | ||
| GM Advisory Group, Inc. | ||
| Trust Co Of Oklahoma | ||
| Concorde Financial Corp | ||
| Summit Wealth & Retirement Planning, Inc. | ||
| StoneX Group Inc. | ||
| Van Eck Associates Corp | ||
| Farmers Trust Co | ||
| Teamwork Financial Advisors, LLC | ||
| SevenBridge Financial Group, LLC | ||
| Ledyard National Bank | ||
| Cypress Capital Management LLC (WY) | ||
| Sowell Financial Services LLC | ||
| QCM Cayman, Ltd. | ||
| Powell Investment Advisors, LLC | ||
| Gibson Capital, LLC | ||
| Asset Management Advisors, LLC | ||
| Sumitomo Mitsui Financial Group, Inc. | ||
| Ahl Investment Management, Inc. | ||
| Altshuler Shaham Ltd | ||
| Guidance Point Advisors, LLC | ||
| Oppenheimer Asset Management Inc. | ||
| Phoenix Wealth Advisors | ||
| Meridian Wealth Partners, LLC | ||
| Chicago Capital, LLC | ||
| Redhawk Wealth Advisors, Inc. | ||
| Paragon Capital Management Ltd | ||
| Kalos Management, Inc. | ||
| Canada Pension Plan Investment Board | ||
| Bouchey Financial Group Ltd | ||
| Wagner Wealth Management, Llc | ||
| Northeast Financial Consultants Inc | ||
| Capital Advisors Wealth Management, LLC | ||
| First Interstate Bank | ||
| Rothschild Investment Corp /il |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Wealthfront Advisers Llc | 46,621,409 | 41.65 | 43,578,877 | 46.13 |
| VGTSX - Vanguard Total International Stock Index Fund Investor Shares | 15,759,336 | 43.44 | 15,759,336 | 49.67 |
| WealthNavi Inc. | 13,642,234 | 41.65 | 13,900,035 | 46.13 |
| Wealth Enhancement Advisory Services, Llc | 10,762,219 | 41.53 | 9,599,465 | 47.81 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 6,541,240 | 41.65 | 7,064,440 | 46.13 |
| Commonwealth Equity Services, Llc | 5,547,772 | 41.65 | 5,373,272 | 46.13 |
| Regions Financial Corp | 2,527,868 | 41.65 | 2,311,631 | 46.13 |
| Fusion Family Wealth LLC | 2,509,608 | 41.65 | 1,775,049 | 46.13 |
| Litman Gregory Asset Management LLC | 2,200,693 | 41.65 | 2,191,121 | 46.13 |
| BLB&B Advisors, LLC | 2,188,986 | 41.65 | 2,061,239 | 46.13 |
| Cambridge Investment Research Advisors, Inc. | 1,817,513 | 41.65 | 1,834,499 | 46.13 |
| Jordan Park Group LLC | 1,703,113 | 41.65 | 2,037,113 | 46.13 |
| Truist Financial Corp | 1,670,612 | 41.65 | 1,902,654 | 46.13 |
| Elm Partners Management LLC | 1,534,501 | 41.65 | 1,488,535 | 46.13 |
| Ellevest, Inc. | 1,425,475 | 41.65 | 1,381,754 | 46.74 |
| Millburn Ridgefield Corp | 1,418,631 | 41.65 | 1,233,431 | 46.13 |
| Bridges Investment Management Inc | 1,384,182 | 41.65 | 1,003,905 | 46.13 |
| GenTrust, LLC | 1,350,852 | 41.65 | 1,162,628 | 46.13 |
| Willis Johnson & Associates, Inc. | 1,161,384 | 41.65 | 1,070,741 | 46.13 |
| Parsec Financial Management, Inc. | 1,034,571 | 41.65 | 968,016 | 46.13 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Arkadios Wealth Advisors | 69,004 | 0.04 | 69,834 | 0.04 |
| First Heartland Consultants, Inc. | 52,036 | 41.64 | 0 | |
| Family CFO Inc | 48,719 | 41649.99 | 43,496 | 46.12 |
| NorthCrest Asset Manangement, LLC | 15,865 | 41.66 | 0 | |
| Aaron Wealth Advisors LLC | 14,009 | 41.62 | 646,235 | 21.68 |
| Carnegie Capital Asset Management, LLC | 13,627 | 54.30 | 22,243 | 46.13 |
| FirstPurpose Wealth LLC | 7,256 | 41.62 | 0 | |
| Caerus Investment Advisors, LLC | 6,608 | 41.62 | 6,608 | 40.86 |
| Lion Street Advisors, LLC | 4,917 | 50.64 | 5,180 | 45.95 |
| Lehman & Derafelo Financial Resources LLC | 1,600 | 41.88 | 0 | |
| First Command Advisory Services, Inc. | 100 | 20.00 | 0 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|
| Name | Previous Calls |
|---|---|
| HAP Trading, LLC | 0 |
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|---|---|---|---|
| Paladin Advisory Group, LLC | 30,800 | 47,046 | 16,246 | 189.59 |
| Name |
|---|
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|
| Name |
|---|
| Name | Shares | PPS |
|---|---|---|
| Forbes J M & Co Llp | 326,118 | 41.65 |
| Cypress Financial Planning Llc | 133,925 | 41.65 |
| First Pacific Financial | 42,606 | 41.66 |
| Ml & R Wealth Management Llc | 4,971 | 41.64 |
| Capital Planning LLC | 4,949 | 41.62 |
| Darrow Company, Inc. | 661 | 40.85 |
| Founders Capital Management | 222 | 40.54 |
| Name | Shares | PPS |
|---|---|---|
| Cadence Bank Na | 4,603 | 46.27 |
| Canvas Wealth Advisors, LLC | 11,993 | 43.69 |
| Magnolia Wealth Management, LLC | 35,312 | 46.53 |
| Market Street Wealth Management Advisors Llc | 5,862 | 46.06 |
| GSB Wealth Management, LLC | 4,501 | 46.21 |
| Tnf Llc | 7,304 | 43.54 |
| Hnp Capital Llc | 170,307 | 46.13 |
| Catalyst Private Wealth, Llc | 14,455 | 46.14 |
| Tradewinds Capital Management, LLC | 390 | 46.15 |
| Websterrogers Financial Advisors, Llc | 16,024 | 46.99 |
| Arlington Partners LLC | 4,700 | 46.17 |
| Trinity Financial Advisors LLC | 34,500 | 46.14 |
| Meritage Portfolio Management | 5,803 | 46.18 |
| ISOLX - Voya Target In-Retirement Fund Class I | 8,900 | 47.87 |
| VYGNX - Voya Global Multi-Asset Fund Class R6 | 28,757 | 47.81 |
| Geometric Wealth Advisors | 7,502 | 46.12 |
| Amplius Wealth Advisors, LLC | 11,041 | 46.10 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Wealthfront Advisers Llc | 46,621,409 | 41.65 | 43,578,877 | 46.13 |
| WealthNavi Inc. | 13,642,234 | 41.65 | 13,900,035 | 46.13 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 6,541,240 | 41.65 | 7,064,440 | 46.13 |
| Regions Financial Corp | 2,527,868 | 41.65 | 2,311,631 | 46.13 |
| Litman Gregory Asset Management LLC | 2,200,693 | 41.65 | 2,191,121 | 46.13 |
| Truist Financial Corp | 1,670,612 | 41.65 | 1,902,654 | 46.13 |
| GenTrust, LLC | 1,350,852 | 41.65 | 1,162,628 | 46.13 |
| Allspring Global Investments Holdings, LLC | 994,508 | 41.65 | 910,342 | 46.13 |
| Sofi Wealth, Llc | 979,674 | 41.65 | 922,438 | 46.13 |
| Altium Wealth Management LLC | 910,913 | 41.65 | 765,486 | 46.13 |
| Planning Alternatives Ltd /adv | 641,831 | 41.65 | 633,167 | 46.13 |
| Marotta Asset Management | 623,123 | 41.40 | 618,146 | 46.13 |
| Umb Bank N A/mo | 562,158 | 41.65 | 568,323 | 46.13 |
| SNS Financial Group, LLC | 497,894 | 41.65 | 508,762 | 46.13 |
| Brandywine Oak Private Wealth Llc | 490,272 | 41.65 | 87,356 | 46.12 |
| CFO4Life Group, LLC | 489,223 | 40.30 | 477,451 | 46.13 |
| Falcon Wealth Planning | 461,618 | 41.65 | 373,123 | 49.46 |
| Howland Capital Management Llc | 449,883 | 41.65 | 449,840 | 46.13 |
| Ameraudi Asset Management, Inc. | 414,598 | 41.65 | 397,555 | 46.13 |
| Central Bank & Trust Co | 400,514 | 41.65 | 476,004 | 46.13 |
| First Bank & Trust | 386,762 | 41.65 | 331,540 | 46.13 |
| Ziegler Capital Management, LLC | 365,575 | 41.65 | 366,444 | 46.13 |
| Patton Fund Management, Inc. | 346,548 | 41.65 | 326,243 | 46.13 |
| Autus Asset Management, LLC | 323,872 | 41.66 | 95,424 | 46.13 |
| JNBA Financial Advisors | 320,790 | 41.65 | 330,188 | 46.13 |
| Sage Financial Group Inc | 305,923 | 41.65 | 174,990 | 46.13 |
| WoodTrust Financial Corp | 292,803 | 41.65 | 271,467 | 46.13 |
| PrairieView Partners, LLC | 290,500 | 41.65 | 276,427 | 46.13 |
| Boston Trust Walden Corp | 266,079 | 41.65 | 261,447 | 46.13 |
| DT Investment Partners, LLC | 266,062 | 41.65 | 252,477 | 46.13 |
| Proffitt & Goodson Inc | 250,715 | 41.65 | 254,086 | 46.13 |
| Old National Bancorp /in/ | 248,947 | 41.65 | 234,513 | 46.13 |
| BTC Capital Management, Inc. | 243,997 | 41.41 | 49,143 | 45.58 |
| BKD Wealth Advisors, LLC | 231,533 | 41.65 | 195,113 | 46.13 |
| RTD Financial Advisors, Inc. | 208,571 | 41.65 | 196,896 | 46.13 |
| Galvin, Gaustad & Stein, LLC | 206,081 | 41.65 | 205,904 | 46.13 |
| Moller Financial Services | 201,908 | 41.65 | 194,954 | 46.13 |
| Annapolis Financial Services, LLC | 197,292 | 41.65 | 197,411 | 46.13 |
| Bishop & Co Investment Management, LLC | 194,088 | 41.65 | 207,207 | 46.13 |
| Beacon Investment Advisory Services, Inc. | 191,158 | 41.65 | 187,737 | 46.13 |
| LS Investment Advisors, LLC | 183,359 | 41.65 | 176,504 | 46.13 |
| Evolution Advisers, Inc. | 180,561 | 41.40 | 175,037 | 46.13 |
| Courier Capital Llc | 170,927 | 41.65 | 170,307 | 46.13 |
| Coastline Trust Co | 167,124 | 41.65 | 185,609 | 46.13 |
| Hemington Wealth Management | 163,382 | 41.65 | 168,201 | 46.13 |
| Washington Trust Advisors, Inc. | 157,345 | 41.65 | 31,533 | 46.14 |
| Sandy Spring Bank | 152,406 | 41.65 | 146,686 | 46.13 |
| Trust Co Of Vermont | 145,751 | 41.65 | 168,317 | 46.13 |
| Means Investment Co., Inc. | 145,558 | 41.65 | 151,040 | 46.13 |
| Trilogy Capital Inc. | 145,545 | 41.65 | 163,205 | 46.13 |
| Analyst IMS Investment Management Services Ltd. | 138,879 | 41.65 | 138,852 | 46.13 |
| LVW Advisors, LLC | 134,675 | 41.65 | 141,703 | 46.13 |
| Ackerman Capital Advisors, LLC | 132,146 | 41.65 | 34,737 | 46.12 |
| Foster Group, Inc. | 131,945 | 41.65 | 110,264 | 46.13 |
| Applied Capital LLC | 131,131 | 41.65 | 116,990 | 46.13 |
| Spire Wealth Management | 125,654 | 41.65 | 124,701 | 46.36 |
| Aspiriant, Llc | 122,989 | 41.62 | 115,036 | 46.12 |
| Sumitomo Life Insurance Co | 120,000 | 41.65 | 165,000 | 46.13 |
| Savant Capital, LLC | 117,562 | 41.65 | 67,633 | 46.13 |
| Stratos Wealth Advisors, LLC | 114,986 | 41.65 | 96,104 | 46.13 |
| Bristlecone Advisors, LLC | 114,111 | 41.65 | 103,870 | 46.13 |
| Security Financial Services, INC. | 109,170 | 41.65 | 40,219 | 46.12 |
| Lutz Financial Services LLC | 108,186 | 41.65 | 76,523 | 46.13 |
| SOL Capital Management CO | 102,911 | 41.65 | 105,336 | 46.13 |
| Everett Harris & Co /ca/ | 101,833 | 41.65 | 121,027 | 46.13 |
| Trust Co Of Virginia /va | 95,931 | 41.65 | 93,728 | 46.13 |
| Charter Oak Capital Management, LLC | 94,808 | 41.65 | 104,772 | 49.46 |
| Monarch Capital Management Inc/ | 92,440 | 41.65 | 94,115 | 46.14 |
| Parisi Gray Wealth Management | 89,848 | 41.65 | 89,388 | 46.12 |
| Charles Schwab Trust Co | 87,080 | 41.65 | 91,663 | 46.13 |
| Morton Brown Family Wealth, LLC | 84,720 | 41.65 | 70,630 | 46.14 |
| Wooster Corthell Wealth Management, Inc. | 83,025 | 41.65 | 80,030 | 46.13 |
| Campion Asset Management LLC | 81,426 | 41.65 | 82,579 | 46.13 |
| Stratos Wealth Partners, LTD. | 79,296 | 41.65 | 141,372 | 46.13 |
| Omnia Family Wealth, LLC | 75,242 | 41.65 | 27,401 | 46.13 |
| Lee Danner & Bass Inc | 74,729 | 41.64 | 72,787 | 46.13 |
| Trevian Wealth Management LLC | 73,286 | 41.90 | 59,813 | 46.19 |
| First Hawaiian Bank | 69,224 | 41.65 | 76,993 | 46.13 |
| Sequoia Financial Advisors, LLC | 67,572 | 41.64 | 46,954 | 46.13 |
| Welch & Forbes Llc | 62,643 | 41.65 | 61,130 | 46.13 |
| White Lighthouse Investment Management Inc. | 61,802 | 41.65 | 63,747 | 46.14 |
| GAM Holding AG | 61,150 | 41.65 | 61,150 | 46.13 |
| Conrad Siegel Investment Advisors, Inc. | 59,768 | 41.64 | 19,095 | 46.14 |
| LeJeune Puetz Investment Counsel LLC | 59,279 | 41.63 | 58,499 | 46.12 |
| Hikari Power Ltd | 58,810 | 41.64 | 58,810 | 46.13 |
| IRSNX - Voya Target Retirement 2035 Fund Class I | 55,527 | 43.64 | 58,108 | 47.82 |
| Grimes & Company, Inc. | 55,108 | 41.65 | 57,802 | 46.12 |
| C2C Wealth Management, LLC | 53,974 | 40.87 | 54,770 | 44.86 |
| Astoria Strategic Wealth, Inc. | 50,969 | 41.65 | 47,977 | 46.13 |
| Phillips Financial Management, Llc | 50,511 | 41.65 | 49,019 | 46.15 |
| Dixon Hubard Feinour & Brown Inc/va | 47,538 | 41.65 | 47,106 | 46.13 |
| Prosperity Consulting Group, LLC | 46,778 | 41.64 | 48,596 | 46.14 |
| CWA Asset Management Group, LLC | 46,700 | 41.65 | 58,985 | 46.13 |
| Financial Life Advisors | 45,980 | 41.65 | 61,456 | 46.13 |
| Geneos Wealth Management Inc. | 42,672 | 41.39 | 40,563 | 46.13 |
| Providence First Trust Co | 42,438 | 41.66 | 42,438 | 46.14 |
| Granite Investment Partners, LLC | 42,033 | 41.66 | 42,033 | 46.13 |
| Brand Asset Management Group, Inc. | 41,901 | 41.65 | 42,238 | 46.12 |
| Life Planning Partners, Inc | 39,682 | 41.66 | 34,979 | 46.11 |
| Waterfront Wealth Inc. | 39,472 | 41.65 | 36,986 | 46.40 |
| Capital Insight Partners, Llc | 37,254 | 41.66 | 44,767 | 46.13 |
| IRSMX - Voya Target Retirement 2030 Fund Class I | 37,117 | 43.65 | 45,228 | 47.82 |
| Gemmer Asset Management LLC | 36,582 | 41.66 | 33,417 | 46.11 |
| Middleton & Co Inc/ma | 36,442 | 41.66 | 42,242 | 46.14 |
| Canal Capital Management, LLC | 36,426 | 41.65 | 87,079 | 46.13 |
| Heartwood Wealth Advisors LLC | 35,494 | 41.64 | 29,985 | 46.12 |
| Monument Capital Management | 33,787 | 41.64 | 41,458 | 46.12 |
| Marshall Financial Group LLC | 32,687 | 41.64 | 9,465 | 46.17 |
| Hexagon Capital Partners LLC | 32,107 | 41.64 | 31,151 | 46.13 |
| IRSLX - Voya Target Retirement 2025 Fund Class I | 30,347 | 43.63 | 36,275 | 47.83 |
| Signature Securities Group Corporation | 30,107 | 41.62 | 33,568 | 46.12 |
| IRSPX - Voya Target Retirement 2045 Fund Class I | 30,014 | 43.65 | 33,980 | 47.82 |
| Private Ocean, LLC | 29,726 | 41.65 | 32,718 | 46.12 |
| Institute for Wealth Management, LLC. | 29,500 | 41.66 | 31,681 | 46.12 |
| IRSOX - Voya Target Retirement 2040 Fund Class I | 29,360 | 43.63 | 34,246 | 47.83 |
| Wedbush Securities Inc | 28,836 | 41.65 | 30,465 | 46.12 |
| American Institute for Advanced Investment Management, LLP | 28,669 | 41.65 | 34,007 | 46.14 |
| Tufton Capital Management | 26,884 | 41.62 | 27,634 | 46.10 |
| Bank Julius Baer & Co. Ltd, Zurich | 26,868 | 41.65 | 27,036 | 46.12 |
| Pathway Financial Advisors LLC | 25,499 | 41.65 | 25,489 | 46.14 |
| Round Table Services, LLC | 24,873 | 41.65 | 42,301 | 46.12 |
| Arcadia Investment Management Corp/mi | 24,109 | 41.64 | 33,987 | 46.14 |
| Clear Harbor Asset Management, LLC | 23,509 | 41.64 | 25,893 | 46.11 |
| First Ascent Asset Management, LLC | 22,925 | 41.66 | 40,208 | 46.14 |
| Crescent Grove Advisors, LLC | 22,621 | 41.64 | 19,950 | 46.12 |
| Matthew Goff Investment Advisor, LLC | 22,617 | 41.65 | 22,617 | 46.12 |
| Briggs Advisory Group, Inc. | 22,470 | 41.66 | 11,716 | 46.09 |
| TFG Advisers LLC | 22,174 | 41.67 | 22,910 | 46.14 |
| IRSQX - Voya Target Retirement 2050 Fund Class I | 21,869 | 43.62 | 25,778 | 47.83 |
| Liberty Capital Management, Inc. | 21,319 | 41.65 | 23,507 | 46.11 |
| Peterson Wealth Advisors, LLC | 21,105 | 41.65 | 18,832 | 46.14 |
| Legacy Bridge, LLC | 20,256 | 41.67 | 20,256 | 46.11 |
| Harbour Capital Advisors, LLC | 19,206 | 41.65 | 20,141 | 46.12 |
| Oak Harbor Wealth Partners, Llc | 19,011 | 41.66 | 20,654 | 46.14 |
| Violich Capital Management, Inc. | 18,580 | 41.66 | 18,580 | 46.12 |
| Alpha Omega Wealth Management LLC | 17,890 | 41.64 | 15,850 | 46.12 |
| D.B. Root & Company, LLC | 17,429 | 41.60 | 17,305 | 46.11 |
| IRSVX - Voya Target Retirement 2055 Fund Class I | 16,531 | 43.62 | 19,201 | 47.81 |
| Capital Investment Advisory Services, LLC | 16,211 | 41.64 | 19,238 | 46.11 |
| F&V Capital Management, LLC | 16,179 | 41.66 | 16,179 | 46.11 |
| Corundum Group, Inc. | 14,860 | 41.66 | 14,700 | 46.12 |
| Grant/GrossMendelsohn, LLC | 14,822 | 40.35 | 8,544 | 44.94 |
| WASHINGTON TRUST Co | 14,582 | 41.63 | 14,871 | 46.13 |
| Baker Ellis Asset Management LLC | 14,525 | 41.65 | 17,205 | 46.15 |
| Shufro Rose & Co Llc | 14,211 | 41.66 | 13,269 | 46.12 |
| Aurora Private Wealth, Inc. | 13,236 | 41.63 | 12,722 | 46.14 |
| Capital Advantage, Inc. | 13,070 | 41.62 | 14,396 | 46.12 |
| James Hambro & Partners | 12,880 | 41.69 | 12,880 | 46.20 |
| Atlantic Union Bankshares Corp | 12,702 | 41.65 | 12,832 | 46.13 |
| Alliance Wealth Advisors, LLC | 12,664 | 41.61 | 12,664 | 46.11 |
| Moneda S.A. Administradora General de Fondos | 12,352 | 41.61 | 12,352 | 46.15 |
| Smith Anglin Financial, LLC | 12,196 | 41.65 | 12,532 | 46.12 |
| Next Capital Management LLC | 11,387 | 41.63 | 10,894 | 46.17 |
| Summit Financial Strategies, Inc. | 11,287 | 41.64 | 11,542 | 46.09 |
| Thompson Siegel & Walmsley Llc | 11,072 | 41.64 | 21,569 | 46.13 |
| Beacon Financial Advisory LLC | 10,987 | 41.69 | 12,548 | 46.14 |
| ESL Trust Services, LLC | 10,965 | 41.68 | 875 | 45.71 |
| First Command Bank | 10,864 | 41.70 | 42,428 | 46.13 |
| First Command Financial Services, Inc. | 10,864 | 41.70 | 42,428 | 46.13 |
| Spinnaker Trust | 10,436 | 41.68 | 9,965 | 46.16 |
| PBMares Wealth Management LLC | 10,328 | 41.63 | 5,137 | 46.14 |
| Freedom Day Solutions, LLC | 10,206 | 41.64 | 10,676 | 46.08 |
| VRSAX - Voya Target Retirement 2060 Fund Class I | 9,794 | 43.60 | 11,348 | 47.85 |
| Lincoln Capital LLC | 9,708 | 41.62 | 9,775 | 46.14 |
| Guyasuta Investment Advisors Inc | 9,590 | 41.61 | 9,590 | 46.09 |
| Accredited Investors Inc. | 9,302 | 41.60 | 9,577 | 46.15 |
| Maryland Capital Advisors Inc. | 9,120 | 41.67 | 9,518 | 46.12 |
| JTC Employer Solutions Trusteee Ltd | 8,020 | 41.65 | 9,370 | 46.21 |
| Brightworth | 7,988 | 41.69 | 8,120 | 46.18 |
| Walter & Keenan Financial Consulting Co /mi/ /adv | 7,831 | 41.63 | 7,336 | 46.07 |
| Clearwater Capital Advisors, LLC | 7,638 | 41.63 | 7,638 | 46.09 |
| Center For Asset Management LLC | 7,479 | 41.72 | 17,417 | 46.10 |
| Wolf Group Capital Advisors | 7,427 | 41.60 | 7,744 | 46.10 |
| Patton Albertson Miller Group, Llc | 7,391 | 41.67 | 7,229 | 46.06 |
| Madison Wealth Partners, Inc | 7,196 | 41.69 | 5,412 | 46.19 |
| Rede Wealth, LLC | 7,009 | 41.66 | 7,323 | 46.16 |
| Legacy Advisors, LLC | 6,733 | 41.59 | 10,837 | 46.14 |
| Mcdonald Partners Llc | 6,525 | 41.69 | 7,531 | 46.08 |
| Shore Point Advisors, LLC | 6,460 | 41.64 | 9,398 | 46.18 |
| KG&L Capital Management,LLC | 5,563 | 41.70 | 5,795 | 46.07 |
| Peterson Financial Group, Inc. | 5,479 | 41.61 | 4,610 | 46.20 |
| Defined Wealth Management, Llc | 5,205 | 41.69 | 4,485 | 46.15 |
| Coastal Capital Group, Inc. | 4,377 | 41.58 | 4,348 | 46.23 |
| Ironwood Wealth Management, LLC. | 3,976 | 41.75 | 3,976 | 46.03 |
| VTUFX - Voya Target Retirement 2065 Fund Class R6 | 2,999 | 43.68 | 3,731 | 47.71 |
| Bogart Wealth, LLC | 2,214 | 41.55 | 1,188 | 46.30 |
| Pacifica Partners Inc. | 1,886 | 42.42 | 986 | 47.67 |
| Investors Research Corp | 1,715 | 41.40 | 1,633 | 45.93 |
| Enterprise Trust & Investment Co | 1,500 | 41.33 | 2,922 | 46.20 |
| Hc Financial Advisors Inc | 1,303 | 41.44 | 494 | 46.56 |
| Canton Hathaway, LLC | 881 | 42.00 | 881 | 46.54 |
| Orion Capital Management LLC | 818 | 41.56 | 1,414 | 45.97 |
| Sawyer & Company, Inc | 734 | 42.23 | 734 | 46.32 |
| Steward Financial Group LLC | 575 | 40.00 | 502 | 45.82 |
| Toth Financial Advisory Corp | 486 | 41.15 | 664 | 46.69 |
| Arrow Financial Corp | 455 | 41.76 | 124 | 48.39 |
| Macroview Investment Management Llc | 440 | 40.91 | 387 | 46.51 |
| Ulland Investment Advisors, LLC | 340 | 41.18 | 340 | 47.06 |
| Financial Connections Group, Inc. | 287 | 38.33 | 287 | 45.30 |
| American Research & Management Co. | 189 | 42.33 | 83 | 48.19 |
| Costello Asset Management, INC | 157 | 44.59 | 1,037 | 46.29 |
| Endurance Wealth Management, Inc. | 157 | 44.59 | 957 | 45.98 |
| HBC Financial Services, PLLC | 45 | 41533.33 | 45 | 42244.44 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Family CFO Inc | 48,719 | 41649.99 | 43,496 | 46.12 |
| Aaron Wealth Advisors LLC | 14,009 | 41.62 | 646,235 | 21.68 |
| FirstPurpose Wealth LLC | 7,256 | 41.62 | 0 | |
| First Command Advisory Services, Inc. | 100 | 20.00 | 0 |
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