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 770 419.00 165.64 167.51
Previous Quarter 802 418.00 165.66 173.82

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 9 165 147 3 57 44
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 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 8 11 63 3 27 20
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 121 0.00 0.00 0 0.00 0.00
Previous Quarter 121 0.00 0.00 0 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
Envestnet Asset Management Inc 4,496,014 165.66
Wealthfront Advisers Llc 2,998,727 131.10
Morgan Stanley 2,782,875 165.66
Bank Of America Corp /de/ 1,779,605 165.66
Jpmorgan Chase & Co 1,378,934 165.66
Assetmark, Inc 1,222,912 165.66
Fifth Third Bancorp 1,121,626 165.66
Advisor Group Holdings, Inc. 1,040,024 161.65
Thrivent Financial For Lutherans 967,986 181.12
Wells Fargo & Company/mn 902,856 165.66
UBS Group AG 877,853 165.66
SigFig Wealth Management, LLC 856,022 165.97
Us Bancorp \de\ 831,413 165.66
Royal Bank Of Canada 787,524 165.66
Creative Planning 704,255 165.66
Citigroup Inc 692,541 165.66
Cambridge Investment Research Advisors, Inc. 617,838 131.10
Ameriprise Financial Inc 571,593 165.67
Wealthspire Advisors, LLC 548,460 165.66
Mariner, LLC 540,800 165.66

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
Envestnet Asset Management Inc 4,496,014 165.66
Wealthfront Advisers Llc 3,094,892 165.66
Morgan Stanley 2,782,875 165.66
Bank Of America Corp /de/ 1,779,605 165.66
Jpmorgan Chase & Co 1,378,934 165.66
Assetmark, Inc 1,222,912 165.66
Fifth Third Bancorp 1,121,626 165.66
Advisor Group Holdings, Inc. 1,040,024 161.65
Thrivent Financial For Lutherans 967,986 181.12
Wells Fargo & Company/mn 902,856 165.66
UBS Group AG 877,853 165.66
SigFig Wealth Management, LLC 856,022 165.97
Us Bancorp \de\ 831,413 165.66
Royal Bank Of Canada 787,524 165.66
Cambridge Investment Research Advisors, Inc. 705,130 165.66
Creative Planning 704,255 165.66
Citigroup Inc 692,541 165.66
Ameriprise Financial Inc 571,593 165.67
Wealthspire Advisors, LLC 548,460 165.66
Mariner, LLC 540,800 165.66

 

Recent Quarter Analysis

Name Shares PPS
Cypress Financial Planning Llc 56,126 131.10
Bell Bank 11,339 131.14
Ziegler Capital Management, LLC 4,685 131.06
Wooster Corthell Wealth Management, Inc. 4,093 131.20
Pacifica Partners Inc. 419 136.04
Heritage Financial Services, LLC 272 128.68
Annapolis Financial Services, LLC 72 125.00
Life Planning Partners, Inc 25 120.00
Lake Point Wealth Management 20 150.00
Name Shares PPS
TDSC - Cabana Target Drawdown 10 ETF 436,200 192.38
TDSD - Cabana Target Drawdown 13 ETF 153,751 192.38
TDSB - Cabana Target Drawdown 7 ETF 145,559 192.38
TDSE - Cabana Target Drawdown 16 ETF 84,331 192.38
Ameritas Investment Corp 58,866 0.19
Brio Consultants, LLC 50,822 165.66
Moors & Cabot, Inc. 35,000 0.06
Carroll Financial Associates, Inc. 25,407 184.52
Financial Sense Advisors, Inc. 16,101 165.64
Mid Atlantic Financial Management Inc/adv 6,288 182.41
Harbor Financial Services, Llc 5,077 182.39
Homrich & Berg 4,908 182.36
Moseley Investment Management Inc 4,360 165.60
Center For Asset Management LLC 2,840 165.85
Good Life Advisors, LLC 2,650 165.66
Cardan Capital Partners, LLC 2,446 182.34
Flagship Harbor Advisors, Llc 2,354 165.68
IFP Advisors, Inc 2,277 183.14
Qci Asset Management Inc/ny 1,931 182.29
Heritage Wealth Management, Llc 1,818 182.62
McKinley Carter Wealth Services, Inc. 1,448 165.75
Boston Trust Walden Corp 1,419 165.61
Relyea Zuckerberg Hanson LLC 1,390 164.75
Sequoia Financial Advisors, LLC 1,356 165.93
Kwmg, Llc 1,322 165.66
Wela Strategies, Inc. 1,294 165.38
Stratos Wealth Advisors, LLC 1,293 165.51
Amplius Wealth Advisors, LLC 1,236 165.05
Asset Dedication, LLC 250 164.00
Gemmer Asset Management LLC 156 160.26
Conrad Siegel Investment Advisors, Inc. 113 168.14
Vigilant Capital Management, LLC 75 160.00
Investmark Advisory Group LLC 45 177.78
Sonora Investment Management, LLC 40 175.00
Ellevest, Inc. 20 150.00
McCarthy Asset Management, Inc. 10 200.00
Lebenthal Global Advisors, LLC
Personal Wealth Partners
TrinityPoint Wealth, LLC
Stonebridge Financial Planning Group, LLC
G&S Capital LLC
Connable Office Inc
Widmann Financial Services, Inc.
HCR Wealth Advisors
Almanack Investment Partners, LLC.
GPS Wealth Strategies Group, LLC
Systelligence, LLC
Red Door Wealth Management, LLC
WASHINGTON TRUST Co
Acas, Llc
Moisand Fitzgerald Tamayo, LLC
CoreCap Advisors, LLC
Liberty Wealth Management Llc
Y-Intercept (Hong Kong) Ltd
V Wealth Advisors LLC
Summit X, LLC
Exchange Traded Concepts, Llc
Iron Financial, LLC
TAP Consulting, LLC
Huntington National Bank
StoneX Group Inc.
Wetherby Asset Management Inc
Perennial Advisors, LLC
EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares
SYM FINANCIAL Corp
Alpine Global Management, LLC
Lake Hills Wealth Management, LLC
Americana Partners, LLC
Renaissance Technologies Llc
Mayflower Financial Advisors, LLC
Certified Advisory Corp
Prentice Wealth Management LLC
Chemistry Wealth Management LLC
Integrated Investment Consultants, LLC
Signature Estate & Investment Advisors Llc
Absolute Capital Management, LLC
KC Investment Advisors, LLC
King Luther Capital Management Corp
Circle Wealth Management, LLC
IHT Wealth Management, LLC
Capital Directions Investment Advisors, LLC
Eagle Bay Advisors LLC
Kerntke Otto McGlone Wealth Management Group
PFG Advisors
Gerber Kawasaki Wealth & Investment Management
Regentatlantic Capital Llc
Tanager Wealth Management LLP
Cassady Schiller Wealth Management, LLC
Bluestein R H & Co
U.S. Capital Wealth Advisors, LLC
Connolly Sarah T.
Eubel Brady & Suttman Asset Management Inc
Vance Wealth, Inc.
Comerica Bank
Pillar Wealth Advisors, LLC
Bedell Frazier Investment Counseling, LLC
Claudia M.p. Batlle, Crp (r) Llc
Kowal Investment Group, LLC
Aries Wealth Management
Atlanta Capital Management Co L L C
Brandywine Oak Private Wealth Llc
D. Scott Neal, Inc.
Vanguard Group Inc
Mystic Asset Management, Inc.
PRW Wealth Management LLC
Financial Counselors Inc
Ambassador Advisors, LLC
Meridian Wealth Partners, LLC
Engrave Wealth Partners LLC
Capital Financial Planning, LLC
Lakeview Capital Partners, LLC
First Command Financial Services, Inc.
Boston Partners
Great Point Wealth Advisors, LLC
Rosenberg Matthew Hamilton
Advisory Alpha, LLC
Dynamic Advisor Solutions LLC
Jackson Wealth Management, LLC
Brookstone Capital Management
Seven Post Investment Office LP
Advisor Resource Council
Aspire Wealth Management Corp
Hanseatic Management Services Inc
Yousif Capital Management, Llc
James Reed Financial Services, Inc.
JMG Financial Group, Ltd.
Litman Gregory Asset Management LLC
55i, Llc
Ubs Asset Management Americas Inc
Cabana Llc
Beaumont Financial Partners, LLC
Qube Research & Technologies Ltd
Lloyd Advisory Services, LLC.
FRG Family Wealth Advisors LLC
Emerald Investment Partners, Llc
Eaton Vance Management
PSI Advisors, LLC
Fiduciary Planning LLC
Rehmann Capital Advisory Group
London Co Of Virginia
Elmwood Wealth Management, Inc.
Windsor Group LTD
Allegheny Financial Group LTD
GeoWealth Management, LLC
Quantum Private Wealth, LLC
Partners Capital Investment Group, Llp
VisionPoint Advisory Group, LLC
Ironwood Financial, llc
Old Mission Capital Llc
Schaeffer Financial LLC
Win Advisors, Inc
TKG Advisors, LLC
Balentine LLC
Pacitti Group Inc.
Financial Advocates Investment Management
Bickling Financial Services, Inc.
Ground Swell Capital, LLC
Foundations Investment Advisors, LLC
Paradigm Financial Advisors, LLC
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Resources Investment Advisors, LLC.
SBK Financial, Inc.
Summit Wealth Group, LLC
First Command Advisory Services, Inc.
Eudaimonia Partners, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Wealthfront Advisers Llc 2,998,727 131.10 3,094,892 165.66
Cambridge Investment Research Advisors, Inc. 617,838 131.10 705,130 165.66
Stratos Wealth Partners, LTD. 369,890 131.10 347,636 165.66
Diversified Trust Co 337,369 131.10 336,627 165.66
Sargent Bickham Lagudis LLC 280,044 131.10 320,248 165.66
Charter Oak Capital Management, LLC 242,341 131.10 200,558 182.86
Gleason Group, Inc. 235,662 131.10 223,346 165.66
Raymond James Trust N.a. 218,414 131.10 227,982 165.66
Commonwealth Equity Services, Llc 202,129 131.10 308,463 165.66
Act Wealth Management, Llc 176,312 131.10 169,457 165.66
FC Advisory LLC 124,803 131.10 114,197 165.66
First Ascent Asset Management, LLC 106,148 131.10 103,049 165.66
Brinker Capital Investments, LLC 102,798 131.10 160,872 165.66
SWM Advisors 95,382 131.10 90,081 165.66
Segment Wealth Management, LLC 79,859 131.11 78,139 165.67
Mayport, Llc 76,629 131.10 73,043 165.66
Applied Capital LLC 67,645 131.10 60,711 165.65
West Financial Advisors, LLC 62,583 131.11 72,547 165.66
Private Advisor Group, LLC 59,345 131.11 65,821 165.68
SOL Capital Management CO 53,717 131.09 53,927 165.67
Name Current Shares Current PPS Previous Shares Previous PPS
Tfo-tdc, Llc 1,200 130.83 0
Trust Co Of Vermont 220 131.82 0
Lehman & Derafelo Financial Resources LLC 127 133.86 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Charter Oak Capital Management, LLC 41,783 242,341 131.10 200,558 182.86 20.83
Stratos Wealth Partners, LTD. 22,254 369,890 131.10 347,636 165.66 6.40
Gleason Group, Inc. 12,316 235,662 131.10 223,346 165.66 5.51
FC Advisory LLC 10,606 124,803 131.10 114,197 165.66 9.29
Riverbridge Partners Llc 8,840 40,398 131.10 31,558 165.66 28.01
Applied Capital LLC 6,934 67,645 131.10 60,711 165.65 11.42
Act Wealth Management, Llc 6,855 176,312 131.10 169,457 165.66 4.05
SWM Advisors 5,301 95,382 131.10 90,081 165.66 5.88
Compass Advisory Group LLC 4,436 12,288 131.10 7,852 165.69 56.50
Mayport, Llc 3,586 76,629 131.10 73,043 165.66 4.91
Truist Financial Corp 3,224 51,294 131.11 48,070 165.68 6.71
First Ascent Asset Management, LLC 3,099 106,148 131.10 103,049 165.66 3.01
North Star Investment Management Corp. 2,403 42,910 131.11 40,507 165.65 5.93
TruWealth Advisors, LLC 2,271 15,690 131.10 13,419 165.66 16.92
BKD Wealth Advisors, LLC 2,123 3,450 131.30 1,327 165.79 159.98
Legacy Private Trust Co. 2,103 13,700 131.09 11,597 165.65 18.13
Miracle Mile Advisors, LLC 2,040 18,910 131.09 16,870 165.68 12.09
Segment Wealth Management, LLC 1,720 79,859 131.11 78,139 165.67 2.20
HBW Advisory Services LLC 1,482 13,044 131.09 11,562 165.63 12.82
Atlantic Private Wealth, LLC 1,395 36,347 131.10 34,952 165.66 3.99
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Commonwealth Equity Services, Llc 106,334 202,129 131.10 308,463 165.66 -34.47
Wealthfront Advisers Llc 96,165 2,998,727 131.10 3,094,892 165.66 -3.11
Cambridge Investment Research Advisors, Inc. 87,292 617,838 131.10 705,130 165.66 -12.38
CFO4Life Group, LLC 86,186 2,147 133.67 88,333 165.66 -97.57
Brinker Capital Investments, LLC 58,074 102,798 131.10 160,872 165.66 -36.10
Sargent Bickham Lagudis LLC 40,204 280,044 131.10 320,248 165.66 -12.55
Procyon Private Wealth Partners, LLC 17,783 9,988 131.06 27,771 165.68 -64.03
Provident Wealth Management, LLC 17,561 156 128.21 17,717 165.66 -99.12
Coastline Trust Co 11,370 39,625 131.10 50,995 165.66 -22.30
West Financial Advisors, LLC 9,964 62,583 131.11 72,547 165.66 -13.73
Raymond James Trust N.a. 9,568 218,414 131.10 227,982 165.66 -4.20
Private Advisor Group, LLC 6,476 59,345 131.11 65,821 165.68 -9.84
Round Table Services, LLC 5,967 7,352 131.12 13,319 165.63 -44.80
Zhang Financial LLC 5,915 3,192 131.27 9,107 165.70 -64.95
Rothschild Investment Corp /il 4,540 42,770 131.10 47,310 165.65 -9.60
Money Concepts Capital Corp 4,248 10,982 133.04 15,230 165.66 -27.89
Centerpoint Advisors, LLC 4,002 13,159 131.09 17,161 165.67 -23.32
Financial Connections Group, Inc. 3,334 23,586 131.09 26,920 165.64 -12.38
Orion Portfolio Solutions, LLC 1,845 7,989 131.06 9,834 165.65 -18.76
Wedmont Private Capital 1,228 4,109 131.18 5,337 168.45 -23.01
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 Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Cypress Financial Planning Llc 56,126 131.10
Ziegler Capital Management, LLC 4,685 131.06
Wooster Corthell Wealth Management, Inc. 4,093 131.20
Pacifica Partners Inc. 419 136.04
Heritage Financial Services, LLC 272 128.68
Annapolis Financial Services, LLC 72 125.00
Life Planning Partners, Inc 25 120.00
Lake Point Wealth Management 20 150.00
Name Shares PPS
Sequoia Financial Advisors, LLC 1,356 165.93
Ellevest, Inc. 20 150.00
Boston Trust Walden Corp 1,419 165.61
Gemmer Asset Management LLC 156 160.26
McCarthy Asset Management, Inc. 10 200.00
Stratos Wealth Advisors, LLC 1,293 165.51
Conrad Siegel Investment Advisors, Inc. 113 168.14
Center For Asset Management LLC 2,840 165.85
Good Life Advisors, LLC 2,650 165.66
Asset Dedication, LLC 250 164.00
Amplius Wealth Advisors, LLC 1,236 165.05
Name Current Shares Current PPS Previous Shares Previous PPS
Wealthfront Advisers Llc 2,998,727 131.10 3,094,892 165.66
Stratos Wealth Partners, LTD. 369,890 131.10 347,636 165.66
Charter Oak Capital Management, LLC 242,341 131.10 200,558 182.86
Commonwealth Equity Services, Llc 202,129 131.10 308,463 165.66
First Ascent Asset Management, LLC 106,148 131.10 103,049 165.66
Brinker Capital Investments, LLC 102,798 131.10 160,872 165.66
Segment Wealth Management, LLC 79,859 131.11 78,139 165.67
Applied Capital LLC 67,645 131.10 60,711 165.65
SOL Capital Management CO 53,717 131.09 53,927 165.67
Truist Financial Corp 51,294 131.11 48,070 165.68
North Star Investment Management Corp. 42,910 131.11 40,507 165.65
Coastline Trust Co 39,625 131.10 50,995 165.66
Winthrop Advisory Group LLC 36,727 131.10 36,470 165.67
Financial Connections Group, Inc. 23,586 131.09 26,920 165.64
Baker Ellis Asset Management LLC 20,851 131.12 20,851 165.65
TruWealth Advisors, LLC 15,690 131.10 13,419 165.66
Accredited Investors Inc. 15,553 131.10 15,553 165.69
Centerpoint Advisors, LLC 13,159 131.09 17,161 165.67
Flagship Private Wealth, LLC 12,526 0.16 12,504 0.16
First Hawaiian Bank 11,891 131.11 12,074 165.65
Phillips Financial Management, Llc 11,161 131.08 11,357 165.62
Money Concepts Capital Corp 10,982 133.04 15,230 165.66
Spire Wealth Management 9,730 131.14 10,415 165.63
Umb Bank N A/mo 8,710 131.11 8,710 165.56
GFS Advisors, LLC 8,092 131.12 7,398 165.72
Global Strategic Investment Solutions, LLC 7,578 131.04 7,578 165.61
Round Table Services, LLC 7,352 131.12 13,319 165.63
Capital Planning LLC 7,026 131.08 6,922 165.70
Savant Capital, LLC 6,648 131.17 6,427 165.71
Sawtooth Solutions, LLC 5,895 131.13 4,849 165.60
BCR Wealth Strategies, LLC 5,076 131.01 5,076 165.68
Secure Asset Management, LLC 4,939 131.20 4,939 165.62
First City Capital Management, Inc. 4,482 131.19 4,482 165.55
Wedbush Securities Inc 4,248 131.12 3,723 165.73
Howland Capital Management Llc 3,756 130.99 3,566 165.73
Western Wealth Management, LLC 3,627 131.24 3,839 165.67
BKD Wealth Advisors, LLC 3,450 131.30 1,327 165.79
First National Bank Sioux Falls 3,090 131.07 3,090 165.70
Howard Financial Services, Ltd. 2,928 131.15 2,924 165.53
Alpha Omega Wealth Management LLC 2,913 131.14 2,913 165.81
Patten Group, Inc. 2,880 136.81 2,880 165.62
Crescent Grove Advisors, LLC 2,432 131.17 2,432 165.71
Great Valley Advisor Group, Inc. 2,382 130.98 2,307 165.58
CFO4Life Group, LLC 2,147 133.67 88,333 165.66
Paragon Private Wealth Management, LLC 2,025 130.86 2,025 146.67
Green Square Capital Advisors Llc 1,981 131.25 1,981 165.57
Teamwork Financial Advisors, LLC 1,954 131.01 1,800 165.56
Thompson Siegel & Walmsley Llc 1,809 131.01 2,940 165.65
MPS Loria Financial Planners, LLC 1,688 130.92 2,322 165.37
Rodgers & Associates, LTD 1,601 131.17 1,587 165.72
Wesbanco Bank Inc 1,587 131.06 1,456 165.52
Wealth Enhancement Advisory Services, Llc 1,579 136.80 1,579 168.46
Harbor Investment Advisory, Llc 1,357 131.17 1,357 165.81
Capital Investment Advisory Services, LLC 847 131.05 865 165.32
Geneos Wealth Management Inc. 618 132.69 997 165.50
JNBA Financial Advisors 573 130.89 573 165.79
Sandy Spring Bank 529 130.43 450 166.67
Horan Securities, Inc. 309 132.69 308 165.58
Canton Hathaway, LLC 248 133.06 248 165.32
TCI Wealth Advisors, Inc. 181 132.60 181 165.75
Provident Wealth Management, LLC 156 128.21 17,717 165.66
Bogart Wealth, LLC 150 133.33 188 164.89
Element Wealth, LLC 79 126.58 79 164.56
Name Current Shares Current PPS Previous Shares Previous PPS
Tfo-tdc, Llc 1,200 130.83 0
Trust Co Of Vermont 220 131.82 0
Lehman & Derafelo Financial Resources LLC 127 133.86 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Charter Oak Capital Management, LLC 41,783 242,341 131.10 200,558 182.86 20.83
Stratos Wealth Partners, LTD. 22,254 369,890 131.10 347,636 165.66 6.40
Applied Capital LLC 6,934 67,645 131.10 60,711 165.65 11.42
Truist Financial Corp 3,224 51,294 131.11 48,070 165.68 6.71
First Ascent Asset Management, LLC 3,099 106,148 131.10 103,049 165.66 3.01
North Star Investment Management Corp. 2,403 42,910 131.11 40,507 165.65 5.93
TruWealth Advisors, LLC 2,271 15,690 131.10 13,419 165.66 16.92
BKD Wealth Advisors, LLC 2,123 3,450 131.30 1,327 165.79 159.98
Segment Wealth Management, LLC 1,720 79,859 131.11 78,139 165.67 2.20
Tfo-tdc, Llc 1,200 1,200 130.83 0 0.00
Sawtooth Solutions, LLC 1,046 5,895 131.13 4,849 165.60 21.57
GFS Advisors, LLC 694 8,092 131.12 7,398 165.72 9.38
Wedbush Securities Inc 525 4,248 131.12 3,723 165.73 14.10
Winthrop Advisory Group LLC 257 36,727 131.10 36,470 165.67 0.70
Savant Capital, LLC 221 6,648 131.17 6,427 165.71 3.44
Trust Co Of Vermont 220 220 131.82 0 0.00
Howland Capital Management Llc 190 3,756 130.99 3,566 165.73 5.33
Teamwork Financial Advisors, LLC 154 1,954 131.01 1,800 165.56 8.56
Wesbanco Bank Inc 131 1,587 131.06 1,456 165.52 9.00
Lehman & Derafelo Financial Resources LLC 127 127 133.86 0 0.00
Capital Planning LLC 104 7,026 131.08 6,922 165.70 1.50
Sandy Spring Bank 79 529 130.43 450 166.67 17.56
Great Valley Advisor Group, Inc. 75 2,382 130.98 2,307 165.58 3.25
Flagship Private Wealth, LLC 22 12,526 0.16 12,504 0.16 0.18
Rodgers & Associates, LTD 14 1,601 131.17 1,587 165.72 0.88
Howard Financial Services, Ltd. 4 2,928 131.15 2,924 165.53 0.14
Horan Securities, Inc. 1 309 132.69 308 165.58 0.32
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Commonwealth Equity Services, Llc 106,334 202,129 131.10 308,463 165.66 -34.47
Wealthfront Advisers Llc 96,165 2,998,727 131.10 3,094,892 165.66 -3.11
CFO4Life Group, LLC 86,186 2,147 133.67 88,333 165.66 -97.57
Brinker Capital Investments, LLC 58,074 102,798 131.10 160,872 165.66 -36.10
Provident Wealth Management, LLC 17,561 156 128.21 17,717 165.66 -99.12
Coastline Trust Co 11,370 39,625 131.10 50,995 165.66 -22.30
Round Table Services, LLC 5,967 7,352 131.12 13,319 165.63 -44.80
Money Concepts Capital Corp 4,248 10,982 133.04 15,230 165.66 -27.89
Centerpoint Advisors, LLC 4,002 13,159 131.09 17,161 165.67 -23.32
Financial Connections Group, Inc. 3,334 23,586 131.09 26,920 165.64 -12.38
Thompson Siegel & Walmsley Llc 1,131 1,809 131.01 2,940 165.65 -38.47
Spire Wealth Management 685 9,730 131.14 10,415 165.63 -6.58
MPS Loria Financial Planners, LLC 634 1,688 130.92 2,322 165.37 -27.30
Geneos Wealth Management Inc. 379 618 132.69 997 165.50 -38.01
Western Wealth Management, LLC 212 3,627 131.24 3,839 165.67 -5.52
SOL Capital Management CO 210 53,717 131.09 53,927 165.67 -0.39
Phillips Financial Management, Llc 196 11,161 131.08 11,357 165.62 -1.73
First Hawaiian Bank 183 11,891 131.11 12,074 165.65 -1.52
Bogart Wealth, LLC 38 150 133.33 188 164.89 -20.21
Capital Investment Advisory Services, LLC 18 847 131.05 865 165.32 -2.08
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