Institutional Ownership Stats

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

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

Quarter Institute Count Mean PPS Median PPS True Value PPS
Current Quarter 750 98.00 106.07 94.38
Previous Quarter 750 95.00 105.50 95.62

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 423 491 19 223 99 113
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 1 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 0 0 0 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 0 0 0 0 0 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Past Week 0 0 0 0 0 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Past Week 0 0 0 0 0 0

BlackRock and Vanguard Ownership Stats

BlackRock and Vanguard are the two largest institutional investors in the world. The table below is an indicator of how much of the company stock they own.

BlackRock Vanguard
Quarter Shares % Ownership PPS Shares % Ownership PPS
Current Quarter 0 0.00 0.00 3,220,012 0.00 0.00
Previous Quarter 0 0.00 0.00 3,217,969 0.00 0.00

Current Quarter Top 20 Holding Institutes

This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter

Name Shares PPS
Morgan Stanley 9,423,226 106.07
Wells Fargo & Company/mn 4,485,382 106.07
Creative Planning 3,958,884 106.07
Raymond James Financial Services Advisors, Inc. 3,859,527 106.07
Vanguard Group Inc 3,220,012 106.07
Goldman Sachs Group Inc 2,785,399 106.07
Commonwealth Equity Services, Llc 2,124,239 0.11
Wellspring Financial Advisors, LLC 1,843,967 4.73
Manufacturers Life Insurance Company, The 1,553,263 106.07
Advisor Group Holdings, Inc. 1,478,510 106.04
Stifel Financial Corp 1,298,321 106.07
Truist Financial Corp 1,265,544 106.07
Pnc Financial Services Group, Inc. 1,022,977 106.07
Charles Schwab Investment Advisory, Inc. 889,044 106.07
Kestra Advisory Services, LLC 870,250 106.07
Cambridge Investment Research Advisors, Inc. 859,547 0.11
Baird Financial Group, Inc. 715,637 106.07
Bank Of Montreal /can/ 665,698 107.29
Captrust Financial Advisors 647,949 106.07
Operose Advisors LLC 554,331 106.07

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/ 11,514,151 105.50
Wells Fargo & Company/mn 4,870,062 105.50
Raymond James Financial Services Advisors, Inc. 3,664,375 105.50
Vanguard Group Inc 3,217,969 105.50
Edge Capital Group, LLC 1,584,778 105.50
Advisor Group Holdings, Inc. 1,534,697 105.58
Stifel Financial Corp 1,349,431 105.50
Manufacturers Life Insurance Company, The 1,331,664 105.50
Mercer Global Advisors Inc /adv 1,329,684 0.10
Jones Financial Companies Lllp 1,122,960 105.50
First Republic Investment Management, Inc. 1,105,579 105.50
Pnc Financial Services Group, Inc. 966,888 105.50
Kestra Advisory Services, LLC 892,009 105.50
Joel Isaacson & Co., LLC 818,130 105.50
Swiss Re Ltd 728,970 105.50
Auto-Owners Insurance Co 724,200 105.44
Rebalance, Llc 624,659 105.50
Money Concepts Capital Corp 599,188 13.70
Allworth Financial LP 595,183 105.50
Bell Bank 592,467 105.50

 

Recent Quarter Analysis

Name Shares PPS
Morgan Stanley 9,423,226 106.07
Creative Planning 3,958,884 106.07
Goldman Sachs Group Inc 2,785,399 106.07
Commonwealth Equity Services, Llc 2,124,239 0.11
Wellspring Financial Advisors, LLC 1,843,967 4.73
Truist Financial Corp 1,265,544 106.07
Charles Schwab Investment Advisory, Inc. 889,044 106.07
Cambridge Investment Research Advisors, Inc. 859,547 0.11
Baird Financial Group, Inc. 715,637 106.07
Bank Of Montreal /can/ 665,698 107.29
Captrust Financial Advisors 647,949 106.07
Pinnacle Associates Ltd 485,066 106.07
HCR Wealth Advisors 470,212 106.07
Wharton Business Group, LLC 467,668 0.11
Cerity Partners LLC 463,501 106.07
Arlington Partners LLC 393,189 106.07
CI Private Wealth, LLC 363,595 106.05
Stratos Wealth Partners, LTD. 338,798 106.07
Keybank National Association/oh 303,154 106.07
Sabal Trust CO 302,097 106.07
Name Shares PPS
Bank Of America Corp /de/ 11,514,151 105.50
Edge Capital Group, LLC 1,584,778 105.50
Mercer Global Advisors Inc /adv 1,329,684 0.10
Jones Financial Companies Lllp 1,122,960 105.50
First Republic Investment Management, Inc. 1,105,579 105.50
Joel Isaacson & Co., LLC 818,130 105.50
Swiss Re Ltd 728,970 105.50
Auto-Owners Insurance Co 724,200 105.44
Money Concepts Capital Corp 599,188 13.70
Allworth Financial LP 595,183 105.50
Bell Bank 592,467 105.50
Perfromance Wealth Partners, LLC 546,606 105.50
Marino, Stram & Associates Llc 486,254 105.50
Waldron Private Wealth LLC 469,304 0.11
Susquehanna International Group, Llp 456,100 105.50
State of Wisconsin - Board of Commissioners of Public Lands 406,297 105.50
Brown Advisory Inc 391,142 105.50
Moneta Group Investment Advisors Llc 388,969 105.50
Equitable Holdings, Inc. 366,021 105.50
One Day In July LLC 348,224 105.50
White Lighthouse Investment Management Inc. 339,819 105.50
CoreCap Advisors, LLC 293,043 108.21
Lido Advisors, LLC 289,104 105.50
Cetera Advisors LLC 288,106 105.50
Smithfield Trust Co 287,631 0.10
Russell Investments Group, Ltd. 274,614 105.50
Twele Capital Management, Inc. 265,755 105.50
Avantax Advisory Services, Inc. 265,437 105.50
Regions Financial Corp 264,600 0.11
Northwestern Mutual Wealth Management Co 263,963 105.50
Salomon & Ludwin, LLC 245,819 105.50
Highland Financial Advisors, LLC 227,343 0.11
MBM Wealth Consultants, LLC 224,335 0.12
First Manhattan Co 218,252 105.50
TBH Global Asset Management, LLC 214,978 105.50
CVS HEALTH Corp 212,832 105.50
Montis Financial, LLC 206,289 105.50
Bank of New York Mellon Corp 206,183 105.50
Baltimore-Washington Financial Advisors, Inc. 204,806 105.50
Southern Farm Bureau Life Insurance 200,033 0.10
Focused Wealth Management, Inc 198,531 105.50
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 196,739 105.50
First Hawaiian Bank 190,256 105.50
Octavia Wealth Advisors, LLC 178,612 105.50
Mutual Advisors, LLC 177,902 105.50
Oak Hill Wealth Advisors, Llc 175,336 105.52
Ashfield Capital Partners, LLC 167,461 94.88
Archetype Wealth Partners 162,108 0.10
RWM Asset Management, LLC 161,538 105.50
Oak Harvest Investment Services 161,239 105.50
Angeles Investment Advisors, LLC 156,000 105.50
Measured Wealth Private Client Group, LLC 155,135 105.50
Advisory Services Network, LLC 150,440 105.50
EPG Wealth Management LLC 150,246 105.50
Ameritas Advisory Services, LLC 143,803 106.78
Quaker Wealth Management, LLC 141,807 105.50
Miracle Mile Advisors, LLC 141,590 105.50
Capital Advisors Wealth Management, LLC 139,829 105.50
Principle Wealth Partners Llc 139,079 105.50
Northside Capital Management, LLC 138,259 105.50
Citadel Advisors Llc 137,100 105.50
Lincoln National Corp 137,091 105.50
Bessemer Group Inc 136,655 0.10
Zhang Financial LLC 134,031 105.50
Pinnacle Financial Partners Inc 131,585 105.50
Wealthcare Advisory Partners LLC 125,438 105.50
Crescent Grove Advisors, LLC 121,867 105.50
Stokes Family Office, LLC 119,494 105.50
Cpwm, Llc 118,235 94.88
Patriot Investment Management Inc. 117,130 105.50
Parallel Advisors, LLC 103,818 105.50
Sunburst Financial Group, LLC 102,969 105.50
First National Trust Co 100,864 105.50
GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares 100,544 105.50
Howard Wealth Management, Llc 98,486 105.50
Capital Analysts, Inc. 95,573 0.10
Stephens Inc /ar/ 91,465 105.50
Whittier Trust Co 86,820 105.49
Natixis Advisors, L.p. 86,696 0.10
Grandview Asset Management LLC 86,562 0.10
Wealth Dimensions Group, Ltd. 85,658 105.50
Pointe Capital Management LLC 85,089 105.50
New England Private Wealth Advisors LLC 77,621 105.51
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 77,585 110.77
Sonata Capital Group Inc 75,821 0.11
Paradigm Capital Management, LLC/NV 73,716 108.21
Change Path, LLC 71,330 0.11
Avantax Planning Partners, Inc. 70,515 105.50
Royal Fund Management, LLC 70,046 105.50
Kraft, Davis & Associates, LLC 69,952 109.90
StrategIQ Financial Group, LLC 68,671 105.50
Pps&v Asset Management Consultants, Inc. 66,819 105.49
Davidson Investment Advisors 66,574 105.51
Park Avenue Securities Llc 65,392 0.11
Pettinga Financial Advisors, LLC 64,826 105.50
Providence Wealth Advisors, LLC 63,311 106.98
Rooted Wealth Advisors, Inc. 61,977 0.11
Private Advisory Group LLC 60,272 105.51
Bernardo Wealth Planning LLC 58,627 105.50
Blackston Financial Advisory Group, LLC 57,902 0.10
Curran Financial Partners, LLC 55,914 105.50
Etfidea, Llc 54,761 105.49
Walled Lake Planning & Wealth Management, Llc 53,503 105.51
Doyle Wealth Management 50,218 94.89
Stock Yards Bank & Trust Co 50,126 0.10
Monticello Wealth Management, Llc 49,921 107.09
Telos Capital Management, Inc. 48,861 105.50
Executive Wealth Management, LLC 47,190 105.51
Wealthbridge Capital Management, Llc 46,777 105.50
Sage Financial Management Group, Inc. 46,298 0.11
Dorsey & Whitney Trust CO LLC 45,384 105.50
Accel Wealth Management 44,705 105.49
Signature Estate & Investment Advisors Llc 44,493 0.11
Hengehold Capital Management Llc 43,319 105.50
Wolverine Trading, Llc 42,900 0.09
Harbour Investments, Inc. 41,084 105.49
Talisman Wealth Advisors LLC 39,704 0.10
Macquarie Group Ltd 37,172 105.51
Burns J W & Co Inc/ny 36,445 0.11
Wealthspan Partners, Llc 35,237 105.51
ACG Wealth 35,179 94.89
Parkside Financial Bank & Trust 35,101 105.50
Regentatlantic Capital Llc 33,976 94.89
Sowell Financial Services LLC 33,313 0.12
IHT Wealth Management, LLC 32,930 105.50
CoreFirst Bank & Trust 30,471 105.51
Comerica Bank 29,791 0.10
Signet Financial Management, Llc 29,648 105.50
Prudent Man Advisors, LLC 28,956 0.10
Dfpg Investments, Llc 28,568 105.50
Cypress Point Wealth Management, LLC 28,427 105.50
Tiaa, Fsb 27,093 105.49
Carmichael Hill & Associates, Inc. 26,892 105.50
RFG Advisory, LLC 26,121 105.51
Ausdal Financial Partners, Inc. 26,087 105.49
Centaurus Financial, Inc. 25,592 0.12
Radnor Financial Advisors, LLC 25,550 94.87
Blue Barn Wealth, LLC 25,300 105.49
Spreng Capital Management, Inc. 25,009 105.48
SWS Partners 24,759 105.50
Armstrong Advisory Group, Inc 24,593 105.52
Windham Capital Management, LLC 23,494 105.52
Trust Co Of Vermont 23,403 105.50
Pekin Hardy Strauss, Inc. 23,223 105.50
Strategic Blueprint, LLC 23,074 105.49
EverSource Wealth Advisors, LLC 23,071 105.50
ICA Group Wealth Management, LLC 22,988 105.49
Eagle Strategies LLC 22,952 105.52
Gibson Wealth Advisors LLC 22,365 0.09
Absolute Capital Management, LLC 22,300 105.52
Platform Technology Partners 20,983 105.51
Cozad Asset Management Inc 20,713 105.49
Opus Investment Management Inc 20,550 105.50
Friedenthal Financial 20,157 0.10
Advisors Capital Management, LLC 19,858 0.10
Panoramic Investment Advisors, Llc 19,768 108.21
Carolinas Wealth Consulting Llc 19,749 105.52
CVA Family Office, LLC 19,594 105.49
Davidson Trust Co 19,216 105.49
Fortis Capital Advisors, LLC 18,454 105.51
Cahill Financial Advisors Inc 18,099 105.48
Sequoia Financial Advisors, LLC 17,832 105.48
StrongBox Wealth, LLC 17,800 105.51
Ropes Wealth Advisors Llc 17,387 105.48
Private Portfolio Partners Llc 17,371 105.52
Harbor Investment Advisory, Llc 17,240 105.51
Milestone Advisory Partners 17,065 105.48
Carnegie Capital Asset Management, LLC 16,817 105.49
RMB Capital Management, LLC 16,317 105.47
Silverlake Wealth Management Llc 16,153 105.49
McNamara Financial Services, Inc. 15,374 105.50
Amerivest Investment Management LLC 15,335 0.13
North Star Asset Management Inc 14,914 105.47
Verus Capital Partners, Llc 14,644 105.50
JT Stratford LLC 14,464 105.50
Gofen & Glossberg Llc /il/ 14,217 0.14
Voya Financial Advisors, Inc. 14,037 104.37
Independent Wealth Network Inc. 13,849 105.49
Opes Wealth Management LLC 13,609 105.52
Aevitas Wealth Management, Inc. 13,516 108.24
Two Sigma Advisers, Lp 13,500 105.48
SP Asset Management 13,238 94.88
Gables Capital Management Inc. 13,052 105.50
Fortress Wealth Group, LLC 12,634 105.51
North Star Investment Management Corp. 12,590 105.48
Soundmark Wealth Management, Llc 12,581 105.48
Valley National Advisers Inc 12,382 0.08
Schubert & Co 12,368 105.51
Access Financial Services, Inc. 12,333 105.49
Lloyd Park, LLC 12,246 94.89
Johnson Investment Counsel Inc 12,070 105.47
Private Trust Co Na 11,989 105.51
Lgl Partners, Llc 11,772 105.50
Patriot Financial Group Insurance Agency, LLC 11,711 105.54
Advisory Alpha, LLC 11,510 105.47
Founders Financial Securities Llc 11,056 105.46
CPA Asset Management LLC 10,978 105.48
N.E.W. Advisory Services LLC 10,714 105.47
Miramar Capital, LLC 10,714 105.47
Evoke Wealth, Llc 10,653 105.51
Heritage Wealth Management, Llc 10,358 108.23
Poehling Capital Management, LLC 10,276 105.49
WealthSpring Partners, LLC 9,874 105.53
Df Dent & Co Inc 9,776 105.46
Alesco Advisors Llc 9,685 105.52
Klingman & Associates, LLC 9,614 105.47
Maryland Capital Management 9,516 94.89
Archford Capital Strategies, LLC 9,449 105.94
Coldstream Capital Management Inc 9,404 105.49
Patten Group, Inc. 9,234 105.48
Madison Wealth Management 9,013 105.51
Trustcore Financial Services, Llc 8,891 108.20
Walkner Condon Financial Advisors LLC 8,800 105.45
LifePro Asset Management 8,748 108.25
Versant Capital Management, Inc 8,675 105.48
DiMeo Schneider & Associates, L.L.C. 8,460 105.56
Legacy Advisors, LLC 8,429 105.47
O'ROURKE & COMPANY, Inc 8,426 0.12
Transform Wealth, LLC 8,380 105.49
Capital Investment Advisors, LLC 8,244 105.53
Beacon Financial Advisory LLC 8,098 105.46
W Advisors, Llc 7,914 105.51
Bfsg, Llc 7,893 0.13
DHK Financial Advisors, Inc. 7,880 105.46
Courier Capital Llc 7,793 105.48
SOL Capital Management CO 7,535 105.51
Archer Investment Corp 7,321 105.45
Mitchell Sinkler & Starr/pa 7,110 105.49
Ackerman Capital Advisors, LLC 7,039 105.55
Invictus Private Wealth, Llc 7,021 105.54
First National Bank Sioux Falls 6,934 105.57
TFG Advisers LLC 6,825 105.49
Good Life Advisors, LLC 6,761 105.46
Boenning & Scattergood, Inc. 6,720 0.15
Icapital Wealth Llc 6,696 105.44
Greenwich Wealth Management LLC 6,664 0.15
Commonwealth Retirement Investments LLC 6,639 105.44
Bft Financial Group, Llc 6,545 105.58
Single Point Partners, LLC 6,374 0.16
Plancorp, LLC 6,365 105.58
Marco Investment Management Llc 6,300 105.56
Winthrop Advisory Group LLC 6,258 105.47
Roosevelt Investment Group Llc 6,252 94.85
Sebold Capital Management, Inc. 6,237 105.50
Centurion Wealth Management LLC 6,217 105.52
Continuum Advisory, LLC 5,969 105.55
SignalPoint Asset Management, LLC 5,867 105.51
Wallace Advisory Group, LLC 5,780 105.54
Confluence Wealth Services, Inc. 5,683 105.58
New England Professional Planning Group Inc. 5,656 106.44
Resurgent Financial Advisors LLC 5,637 105.55
Redhawk Wealth Advisors, Inc. 5,610 105.53
Nilsine Partners, LLC 5,535 105.51
Strait & Sound Wealth Management LLC 5,443 105.46
Clearview Wealth Advisors LLC 5,392 105.53
Neuberger Berman Group LLC 5,345 105.52
Girard Partners Ltd. 5,291 105.46
Ade, Llc 5,257 105.57
Plante Moran Financial Advisors, LLC 5,050 105.54
F3Logic, LLC 5,049 108.14
Bay Rivers Group 5,031 105.55
Meridian Management Co 4,992 105.57
Tower View Investment Management & Research LLC 4,978 0.20
Covenant Asset Management, LLC 4,972 105.59
River Wealth Advisors LLC 4,935 105.57
Gallagher Fiduciary Advisors, LLC 4,871 105.52
Seacrest Wealth Management, Llc 4,831 105.57
Cm Wealth Advisors Llc 4,805 0.21
Charter Oak Capital Management, LLC 4,733 105.43
Crestwood Advisors Group LLC 4,684 105.47
West Wealth Group, LLC 4,663 105.51
Fiduciary Group LLC 4,481 105.56
Paladin Advisory Group, LLC 4,366 105.59
Waddell & Associates, Llc 4,272 105.57
Matthew Goff Investment Advisor, LLC 4,199 105.50
Mitchell Mcleod Pugh & Williams Inc 4,184 105.40
Shulman DeMeo Asset Management LLC 4,164 105.43
Authentikos Wealth Advisory, LLC 4,110 108.27
Tanglewood Legacy Advisors, LLC 4,100 105.61
Institute for Wealth Management, LLC. 4,023 105.39
CNB Bank 4,006 105.59
Evercore Wealth Management, LLC 3,953 105.49
Bleakley Financial Group, LLC 3,942 105.53
Sheaff Brock Investment Advisors, LLC 3,925 105.48
Jefferies Financial Group Inc. 3,920 105.61
Personal Capital Advisors Corp 3,872 108.21
Sandbox Financial Partners, LLC 3,867 105.51
Hoxton Planning & Management, LLC 3,847 105.54
Maltin Wealth Management, Inc. 3,814 105.40
JB Capital LLC 3,646 105.60
TCI Wealth Advisors, Inc. 3,621 105.50
Wealth Alliance 3,610 105.54
J. W. Coons Advisors, LLC 3,541 105.62
Pittenger & Anderson Inc 3,465 105.63
KilterHowling LLC 3,446 105.63
Derbend Asset Management 3,433 105.45
Moloney Securities Asset Management, LLC 3,414 105.45
Northwest Investment Counselors, Llc 3,402 105.53
Canvas Wealth Advisors, LLC 3,390 105.90
McAdam, LLC 3,364 105.53
Princeton Global Asset Management LLC 3,279 105.52
Cyndeo Wealth Partners, LLC 3,213 105.51
Financial Freedom, LLC 3,191 105.61
Clarity Wealth Advisors, LLC 3,150 105.40
MONECO Advisors, LLC 3,125 105.60
Welch & Forbes Llc 3,104 105.35
McCarthy Grittinger Financial Group, LLC 3,090 105.50
Naples Global Advisors, Llc 3,045 105.42
Castle Wealth Management Llc 3,018 105.37
Madrona Financial Services, LLC 2,971 105.35
Eagle Bay Advisors LLC 2,956 105.55
MGO Private Wealth, LLC 2,933 105.35
West Coast Financial LLC 2,924 105.34
Berkshire Asset Management Llc/pa 2,912 105.43
HoyleCohen, LLC 2,874 105.43
Atlas Capital Advisors Llc 2,834 105.50
Green Harvest Asset Management LLC 2,790 105.38
HF Advisory Group, LLC 2,700 105.56
ESL Trust Services, LLC 2,690 105.58
Von Berge Wealth Management Group, LLC 2,690 106.32
Waterfront Wealth Inc. 2,683 105.48
Wealth Architects, LLC 2,666 105.40
United Asset Strategies, Inc. 2,625 105.52
CIBC Asset Management Inc 2,595 105.59
Moors & Cabot, Inc. 2,576 105.59
Laird Norton Trust Company, Llc 2,498 105.68
Stewart & Patten Co Llc 2,400 105.42
Apriem Advisors 2,397 105.55
RIA Advisory Group LLC 2,393 105.31
Granite Bay Wealth Management, LLC 2,393
Better Money Decisions, LLC 2,347 105.67
Clearwater Capital Advisors, LLC 2,339 105.60
First Farmers & Merchants Bank / Trust 2,339 94.91
Emerald Investment Partners, Llc 2,337 105.69
BCS Wealth Management 2,333
Latitude Advisors, LLC 2,326 105.33
Coastline Trust Co 2,315 108.42
Fluent Financial, LLC 2,310 105.63
Avenue 1 Advisors, LLC 2,308 105.29
Titleist Asset Management, Llc 2,207 105.57
Titleist Asset Management, Ltd. 2,207 108.29
Simplicity Wealth,LLC 2,156 105.29
Smith Chas P & Associates Pa Cpas 2,086
Stableford Capital Ii Llc 2,077
Salem Investment Counselors Inc 2,059 105.39
Three Bridge Wealth Advisors, LLC 2,011 105.42
Grandfield & Dodd, Llc 1,994 105.32
Innovis Asset Management Llc 1,989 105.58
Fundamentun, Llc 1,975 105.32
Castleview Partners, Llc 1,973 105.42
Suncoast Equity Management 1,930 105.70
Founders Capital Management 1,715
Kathleen S. Wright Associates Inc. 1,558 105.26
Trivant Custom Portfolio Group, LLC 1,440 105.56
Center for Financial Planning, Inc. 1,267 105.76
Ruedi Wealth Management, Inc. 1,135 105.73
Chilton Capital Management Llc 1,087 105.80
Baystate Wealth Management LLC 995 105.53
Stelac Advisory Services LLC 979 105.21
Carmel Capital Partners, LLC 846 105.20
Element Wealth, LLC 806 105.46
TD Capital Management LLC 784 105.87
Massmutual Trust Co Fsb/adv 736 105.98
Grey Fox Wealth Advisors, LLC 673 105.50
Bangor Savings Bank 618 105.18
New Millennium Group LLC 551 105.26
Ellevest, Inc. 524 104.96
Dividend Asset Capital, Llc 517
Wolff Wiese Magana Llc 465 105.38
Creative Capital Management Investments LLC 413 106.54
Corsicana & Co. 375 96.00
Morris Financial Concepts, Inc. 358 106.15
Financial Avengers, Inc. 349 106.02
American National Bank 340 105.88
Sound Income Strategies, LLC 295 105.08
Front Row Advisors LLC 278
Centerpoint Advisors, LLC 247
Bell Investment Advisors, Inc 229 104.80
Red Cedar Capital, LLC 218
Ulland Investment Advisors, LLC 205
Clear Street Markets Llc 195
Horrell Capital Management, Inc. 185
Burleson & Company, LLC 185 108.11
Tradewinds Capital Management, LLC 164 103.66
Sanctuary Wealth Management, L.L.C. 90 111.11
Colonial Trust Advisors 90 100.00
Cribstone Capital Management, LLC 85 105.88
Savior LLC 65 107.69
M&r Capital Management Inc 25 120.00
Dakota Community Bank & Trust NA 20 100.00
Antonetti Capital Management LLC 20 100.00
Sofos Investments, Inc. 9
JNBA Financial Advisors 6 166.67
Professional Advisory Services Inc
King Luther Capital Management Corp
Safeguard Investment Advisory Group, LLC
WCG Wealth Advisors LLC
Greenwood Gearhart Inc
Simplex Trading, Llc
Clarity Financial LLC
Syverson Strege & Co
Delta Financial Group, Inc.
Acute Investment Advisory, Llc
Parcion Private Wealth LLC
AlphaStar Capital Management, LLC
626 Financial, LLC
Cranbrook Wealth Management, LLC
Virginia Wealth Management Group, Inc.
Headlands Technologies LLC
Sumitomo Mitsui Trust Holdings, Inc.
Cypress Capital Management Llc
B&D White Capital Company, LLC
Fiduciary Alliance LLC
RKL Wealth Management LLC
Arq Wealth Advisors, Llc
Capital Directions Investment Advisors, LLC
Toronto Dominion Bank
Guggenheim Capital Llc
Perennial Investment Advisors, LLC
Camarda Financial Advisors, LLC
FDx Advisors, Inc.
Marshall Wace, Llp
Y.D. More Investments Ltd
Baker Tilly Financial, Llc
Virtu Financial LLC
Traynor Capital Management, Inc.
Curi Wealth Management, LLC
Peachtree Investment Partners, LLC
American Investment Services, Inc.
Continental Investors Services, Inc.
Echo45 Advisors LLC
Mckinley Capital Management Llc /delaware
Summit Trail Advisors, Llc
Index Fund Advisors, Inc.
ARS Wealth Advisors Group, LLC
Rnc Capital Management Llc
International Assets Investment Management, Llc
Apexium Financial, Lp
Renaissance Technologies Llc
Dopkins Wealth Management, Llc
Affiance Financial, LLC
Ibex Wealth Advisors
JDM Financial Group LLC
Huntington National Bank
Group One Trading, L.p.
Sara-Bay Financial
Tectonic Advisors Llc
AAMAX - Absolute Capital Asset Allocator Fund Class A Shares
Oak Asset Management, LLC
CX Institutional
Sumitomo Life Insurance Co
Flaharty Asset Management, LLC
Adamsbrown Wealth Consultants Llc
Investment House Llc
Pure Financial Advisors, Inc.
Metavasi Capital LP
DT Investment Partners, LLC
EWG Elevate Inc.
Glassy Mountain Advisors, Inc.
Indie Asset Partners, LLC
Bradley Foster & Sargent Inc/ct
Vertex Planning Partners, LLC
Community Bank, N.A.
Osterweis Capital Management Inc
Macroview Investment Management Llc
Peoples Bank /oh
Mizuho Securities Co. Ltd.
Cardinal Point Capital Management, ULC
Quent Capital, LLC
Harwood Advisory Group, LLC
Vigilant Capital Management, LLC
Beacon Investment Advisory Services, Inc.
Marshall Financial Group LLC
Atwood & Palmer Inc
Krilogy Financial LLC
Professional Financial Advisors, LLC
Addison Advisors LLC
RiverFront Investment Group, LLC
Allred Capital Management, LLC
Strategic Investment Advisors / MI
Clifford Swan Investment Counsel Llc
First Command Advisory Services, Inc.
Northstar Advisory Group, LLC
Cullinan Associates Inc
Retirement Financial Solutions, Llc
Meristem Family Wealth, LLC
Select Asset Management & Trust
Prentice Wealth Management LLC
Lowe Brockenbrough & Co Inc
HAP Trading, LLC
Traverso Chambers Private Wealth Management, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Beacon Financial Group 306,331 0.10 303,474 0.11
Benchmark Wealth Management, LLC 261,981 106.07 248,469 107.07
Roble, Belko & Company, Inc 160,648 0.11 165,903 0.11
FFHG - Formula Folios Hedged Growth ETF 72,531 101.36 75,719 106.88
FFSG - FormulaFolios Smart Growth ETF 19,479 101.34 21,606 106.87
McClarren Financial Advisors, Inc. 13,829 0.07 13,591 0.07
Mmbg Investment Advisors Co. 6,870 104.37 6,870 105.53
Tyler-Stone Wealth Management 6,418 0.16 6,407 108.16
Apella Capital, LLC 6,203 106.08 5,985 108.27
Everhart Financial Group, Inc. 5,634 86.97 4,621 105.39
Scott & Selber, Inc. 4,777 0.21 4,756 0.21
Mayfair Advisory Group, LLC 4,675 104.81 4,666 107.16
CIBC World Markets Inc. 4,500 4,804 0.21
GeoWealth Management, LLC 4,430 5,574 0.18
Weitzel Financial Services, Inc. 3,386 106.02 3,383 106.41
Wolf Group Capital Advisors 2,825 101.95 2,825 105.49
SYMIX - AlphaCentric Symmetry Strategy Fund Class I 1,697 106.07 4,524 108.31
PayPay Securities Corp 300 106.67 54 111.11
Oliver Lagore Vanvalin Investment Group 127 102.36 495 105.05
Name Current Shares Current PPS Previous Shares Previous PPS
Wells Fargo & Company/mn 4,485,382 106.07 4,870,062 105.50
Raymond James Financial Services Advisors, Inc. 3,859,527 106.07 3,664,375 105.50
Vanguard Group Inc 3,220,012 106.07 3,217,969 105.50
Manufacturers Life Insurance Company, The 1,553,263 106.07 1,331,664 105.50
Advisor Group Holdings, Inc. 1,478,510 106.04 1,534,697 105.58
Stifel Financial Corp 1,298,321 106.07 1,349,431 105.50
Pnc Financial Services Group, Inc. 1,022,977 106.07 966,888 105.50
Kestra Advisory Services, LLC 870,250 106.07 892,009 105.50
Operose Advisors LLC 554,331 106.07 542,201 105.50
Northeast Financial Consultants Inc 506,150 106.07 513,847 105.50
Bank Of Hawaii 481,914 106.07 489,727 105.50
Steward Partners Investment Advisory, Llc 360,470 106.07 397,020 105.50
M&t Bank Corp 348,876 106.07 352,565 105.50
Cetera Investment Advisers 288,184 106.07 287,705 105.50
Cornerstone Advisory, LLC 265,182 106.07 261,455 105.50
United Services Automobile Association 253,254 106.07 255,725 105.50
Rebalance, Llc 248,773 106.07 624,659 105.50
Act Wealth Management, Llc 241,879 106.07 227,565 105.50
Asset Allocation & Management Company, LLC 236,670 0.11 237,650 0.11
Sageworth Trust Co 211,667 106.07 5,795 105.44
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Manufacturers Life Insurance Company, The 221,599 1,553,263 106.07 1,331,664 105.50 16.64
Sageworth Trust Co 205,872 211,667 106.07 5,795 105.44 3552.58
Raymond James Financial Services Advisors, Inc. 195,152 3,859,527 106.07 3,664,375 105.50 5.33
Nwam Llc 106,681 111,409 106.07 4,728 105.54 2256.37
Vestmark Advisory Solutions, Inc. 103,692 111,030 106.07 7,338 105.48 1413.08
Asset Allocation Strategies LLC 64,151 72,795 106.06 8,644 105.51 742.14
Pnc Financial Services Group, Inc. 56,089 1,022,977 106.07 966,888 105.50 5.80
Prime Capital Investment Advisors, LLC 53,308 55,734 106.08 2,426 105.52 2197.36
Modera Wealth Management, LLC 46,858 59,837 106.07 12,979 105.48 361.03
Janus Henderson Group Plc 30,001 76,516 106.07 46,515 105.49 64.50
Thrive Capital Management, LLC 21,520 96,277 106.07 74,757 104.36 28.79
Act Wealth Management, Llc 14,314 241,879 106.07 227,565 105.50 6.29
Benchmark Wealth Management, LLC 13,512 261,981 106.07 248,469 107.07 5.44
Petix & Botte Co 12,572 34,927 106.08 22,355 105.48 56.24
Operose Advisors LLC 12,130 554,331 106.07 542,201 105.50 2.24
Financial Counselors Inc 12,105 42,693 0.12 30,588 0.10 39.57
Mbb Public Markets I Llc 11,834 17,834 106.09 6,000 105.50 197.23
Flagship Harbor Advisors, Llc 10,359 78,918 106.07 68,559 105.50 15.11
Mount Lucas Management LP 9,888 9,888 106.09 0 0.00
Long Run Wealth Advisors, LLC 9,616 125,251 106.07 115,635 105.50 8.32
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Wells Fargo & Company/mn 384,680 4,485,382 106.07 4,870,062 105.50 -7.90
Rebalance, Llc 375,886 248,773 106.07 624,659 105.50 -60.17
Advisor Group Holdings, Inc. 56,187 1,478,510 106.04 1,534,697 105.58 -3.66
Stifel Financial Corp 51,110 1,298,321 106.07 1,349,431 105.50 -3.79
Steward Partners Investment Advisory, Llc 36,550 360,470 106.07 397,020 105.50 -9.21
Secure Asset Management, LLC 29,509 7,605 106.11 37,114 105.49 -79.51
Northern Trust Corp 27,095 134,424 106.07 161,519 105.50 -16.78
Kestra Advisory Services, LLC 21,759 870,250 106.07 892,009 105.50 -2.44
Means Investment Co., Inc. 18,495 98,769 106.07 117,264 105.50 -15.77
Lion Street Advisors, LLC 15,504 15,728 108.41 31,232 105.50 -49.64
Hancock Whitney Corp 10,662 112,657 0.11 123,319 0.11 -8.65
Dynamic Advisor Solutions LLC 9,214 50,183 106.07 59,397 105.49 -15.51
Nations Financial Group Inc, /ia/ /adv 8,555 174,171 106.07 182,726 105.50 -4.68
Bank Of Hawaii 7,813 481,914 106.07 489,727 105.50 -1.60
Northeast Financial Consultants Inc 7,697 506,150 106.07 513,847 105.50 -1.50
Wells Financial Advisors INC 7,123 50,573 106.06 57,696 105.50 -12.35
Citigroup Inc 6,305 116,517 106.07 122,822 105.50 -5.13
Country Club Bank /gfn 6,075 95,394 105.25 101,469 104.37 -5.99
Ledyard National Bank 5,990 6,513 106.10 12,503 105.49 -47.91
Roble, Belko & Company, Inc 5,255 160,648 0.11 165,903 0.11 -3.17
Name Current Puts
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Paladin Advisory Group, LLC 4,366
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Past Week Analysis

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