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	3,027	394.00	188.59	192.84
Previous Quarter	3,132	463.00	188.60	199.10

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	36	400	656	18	283	270
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	2	0	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Current Quarter	0	0	1	0	0	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	14	13	157	2	69	60
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Past Week	0	0	0	0	0	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Past Week	0	0	0	0	0	0

BlackRock and Vanguard Ownership Stats

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

	BlackRock			Vanguard
Quarter	Shares	% Ownership	PPS	Shares	% Ownership	PPS
Current Quarter	83,275,717	17.64	97.14	74,886,697	15.86	188.12
Previous Quarter	42,722,703	9.05	188.65	72,187,490	15.29	189.12

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
BlackRock Inc.	41,766,559	188.59
BlackRock Inc.	40,315,810
VANGUARD GROUP INC	37,332,605
Vanguard Group Inc	35,915,173	188.59
State Street Corp	19,693,339	188.59
Alliancebernstein L.p.	18,386,658	188.59
State Farm Mutual Automobile Insurance Co	17,134,819	188.59
Fmr Llc	13,251,260	188.59
Bank Of America Corp /de/	12,775,847	188.59
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	12,257,516	188.59
VFINX - Vanguard 500 Index Fund Investor Shares	10,353,389	188.59
Price T Rowe Associates Inc /md/	9,506,051	188.59
Geode Capital Management, Llc	9,151,476	188.16
Capital World Investors	8,993,215	188.60
Polen Capital Management Llc	6,706,372	188.59
Clearbridge Investments, LLC	6,614,319	188.59
Northern Trust Corp	6,450,792	188.59
Wellington Management Group Llp	6,301,310	188.59
Morgan Stanley	6,076,937	188.59
Nuveen Asset Management, LLC	5,956,467	194.71

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
BlackRock Inc.	41,766,559	188.59
Vanguard Group Inc	35,915,173	188.59
State Street Corp	19,693,339	188.59
Alliancebernstein L.p.	18,386,658	188.59
State Farm Mutual Automobile Insurance Co	17,134,819	188.59
Fmr Llc	13,251,260	188.59
Bank Of America Corp /de/	12,775,847	188.59
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	12,257,516	188.59
VFINX - Vanguard 500 Index Fund Investor Shares	10,353,389	188.59
Price T Rowe Associates Inc /md/	9,506,051	188.59
Geode Capital Management, Llc	9,151,476	188.16
Capital World Investors	8,993,215	188.60
Polen Capital Management Llc	6,706,372	188.59
Clearbridge Investments, LLC	6,614,319	188.59
Northern Trust Corp	6,450,792	188.59
Wellington Management Group Llp	6,301,310	188.59
Morgan Stanley	6,076,937	188.59
Nuveen Asset Management, LLC	5,956,467	194.71
Capital International Investors	5,307,487	188.59
Massachusetts Financial Services Co /ma/	5,220,865	188.59

Recent Quarter Analysis

Recent Quarter 36 New Institutes added position

Name	Shares	PPS
VANGUARD GROUP INC	37,332,605
AMRMX - AMERICAN MUTUAL FUND Class A	1,244,958	177.25
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A	210,030	170.93
RGLGX - American Funds Global Insight Fund Class R-6	181,584	177.25
Steigerwald, Gordon & Koch Inc.	50,579	171.89
Banque Cantonale Vaudoise	43,535	188.61
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A	38,657	170.94
EULAV Asset Management	26,000	171.88
Aurora Private Wealth, Inc.	18,775	1.92
FCPI - Fidelity Stocks for Inflation ETF	18,769	177.26
TIHGX - The Investment House Growth Fund	11,000	177.27
Jackson Square Capital, Llc	8,871	171.91
Altman Advisors, Inc.	7,693	188.61
William Allan, Llc	7,469	171.91
Dimensional ETF Trust - Dimensional US High Profitability ETF	6,912	177.23
FDMO - Fidelity Momentum Factor ETF	5,824	177.20
Urban Wealth Management, LLC	2,300	171.74
GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio	1,947	177.20
Buttonwood Financial Advisors Inc.	1,770	171.75
Everhart Financial Group, Inc.	1,433	172.37

Recent Quarter 400 Institutes closed out their positions

Name	Shares	PPS
Bank Of America Corp /de/	12,775,847	188.59
Bank Of America Corp /de/	12,775,847	188.59
Wells Fargo & Company/mn	2,391,987	188.59
Credit Suisse Ag/	1,639,736	188.59
Marshall Wace North America L.P.	1,610,845	194.14
Two Sigma Investments, Lp	1,214,783	188.59
Two Sigma Investments, Lp	1,214,783	188.59
Millennium Management Llc	745,922	188.59
UBS Group AG	712,978	188.59
QUAL - iShares Edge MSCI USA Quality Factor ETF	657,391	216.20
Hsbc Holdings Plc	485,173	190.01
D. E. Shaw & Co., Inc.	358,201	188.59
Bnp Paribas Arbitrage, Sa	230,708	188.59
Aaron Wealth Advisors LLC	212,540	5.30
Advisor Group Holdings, Inc.	167,042	180.57
CIBC World Markets Inc.	162,785	188.59
Qci Asset Management Inc/ny	135,950	194.14
ALARX - Alger Capital Appreciation Institutional Fund Class I	131,509	216.20
XT - iShares Exponential Technologies ETF	113,034	216.20
B. Metzler seel. Sohn & Co. Holding AG	112,806	194.14
ACAAX - Alger Capital Appreciation Fund Class A	108,430	216.20
FFLYX - AB FlexFee Large Cap Growth Portfolio Advisor Class	77,355	194.14
Hexavest Inc.	74,918	194.15
Fulcrum Capital LLC	46,662	244.03
Banque Cantonale Vaudoise	43,535	188.61
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y	41,959	194.14
Pineno Levin & Ford Asset Management, Inc.	36,600	244.02
Contravisory Investment Management, Inc.	34,835	188.60
Tudor Investment Corp Et Al	30,900	188.58
Tudor Investment Corp Et Al	30,900	188.58
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio	29,813	194.14
NorthCoast Asset Management LLC	29,502	194.26
IFP Advisors, Inc	28,294	243.66
EPGAX - Fidelity Advisor Equity Growth Fund Class A	26,100	222.03
Landsberg, Bennett, & Dubbaneh LLC	25,359	196.18
PEAK6 Investments LLC	20,500	188.59
Frisch Financial Group, Inc.	20,313
ETADX - Eventide Dividend Opportunities Fund Class A Shares	19,900	194.12
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio	19,275	194.14
HighTower Trust Services, LTA	19,101	188.58
Moors & Cabot, Inc.	18,246	188.59
MASTX - BMO Large-Cap Growth Fund Class Y	18,005	222.05
Granite Investment Advisors, LLC	17,497	194.15
ALVOX - Alger Capital Appreciation Portfolio Class S	14,943	194.14
Capital Fund Management S.a.	14,614	188.59
Capital Fund Management S.a.	14,614	188.59
O'Shares Investment Advisers, LLC	12,546	188.59
Triasima Portfolio Management inc.	11,840	188.51
Exane Derivatives	11,701	188.62
IGLGX - Columbia Select Global Equity Fund Class A	10,165	199.80
HighPoint Advisor Group LLC	10,004	194.12
NuWave Investment Management, LLC	9,688	188.58
Atalanta Sosnoff Capital, Llc	9,605	188.55
World Asset Management Inc	9,147	194.16
QCGDX - Quantified Common Ground Fund Investor Class Shares	8,018	194.19
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional	7,964	194.12
Altman Advisors, Inc.	7,693	188.61
IBM Retirement Fund	7,573	188.56
Magnolia Wealth Management, LLC	7,110	195.64
MLVEX - BMO Low Volatility Equity Fund Class I	6,230	221.99
FMFMX - Fidelity Advisor Series Equity Growth Fund	5,825	221.97
RAZAX - Multi-Asset Growth Strategy Fund Class A	5,662	216.18
MBEAX - AMG Chicago Equity Partners Balanced Fund Class N	5,480	194.16
Mid Atlantic Financial Management Inc/adv	5,105	194.12
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6	4,544	216.11
Alexandria Capital, LLC	4,386	194.03
Country Club Trust Company, n.a.	4,315	245.19
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund)	4,085	194.12
ABPAX - AB Conservative Wealth Strategy Class A	3,968	222.03
Mercer Capital Advisers, Inc.	3,940	194.16
SZNE - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF	3,322	216.13
Heartland Bank & Trust Co	3,180	188.68
Cookson Peirce & Co Inc	3,073	188.74
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a)	3,027	194.25
Caldwell Investment Management Ltd.	3,000	191.33
STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class	2,900	199.66
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio	2,700	194.07
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Equity VIP Class A	2,689	194.12
Weather Gauge Advisory, LLC	2,492	194.22
Ameritas Investment Corp	2,273
Optimal Asset Management, Inc.	2,224	194.24
Berman Capital Advisors, LLC	2,144	193.56
Toews Corp /adv	2,100	188.57
Homrich & Berg	2,042	193.93
First American Trust, Fsb	1,900	188.42
Ignite Planners, LLC	1,818	182.07
LEAD - Siren DIVCON Leaders Dividend ETF	1,765	194.33
Apella Capital, LLC	1,763	188.32
Security National Trust Co	1,750	186.29
West Bancorporation Inc	1,707	188.64
Old Dominion Capital Management Inc	1,637	194.26
First Mercantile Trust Co	1,390	194.24
CLOAX - Clough Global Long/Short Fund Investor Class	1,314	216.13
Stratos Wealth Advisors, LLC	1,304	188.65
Lantz Financial LLC	1,276	243.73
Courier Capital Llc	1,254	188.20
One + One Wealth Management, Llc	1,216	188.32
Green Square Capital Advisors Llc	1,184	188.34
Collective Family Office Llc	1,169	188.20
GAOAX - JPMorgan Global Allocation Fund Class A	1,158	215.89
Revolve Wealth Partners, LLC	1,153	188.20
PDS Planning, Inc	1,076	188.66
Alley Co LLC	959	244.00
Koshinski Asset Management, Inc.	913	188.39
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares	852	193.66
EFGIX - Eaton Vance Focused Global Opportunities Fund Class I	561	222.82
Bbva Usa	490	193.88
Reilly Financial Advisors, Llc	402	243.78
Carroll Financial Associates, Inc.	397	244.33
Psagot Investment House Ltd.	326	193.25
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)	319	194.36
Sonora Investment Management, LLC	307	195.44
Future Financial Wealth Managment LLC	300	190.00
Gemmer Asset Management LLC	279	186.38
VSLU - Applied Finance Valuation Large Cap ETF	230	195.65
Tarbox Family Office, Inc.	214	186.92
Ogorek Anthony Joseph /ny/ /adv	154	188.31
KTRAX - DWS Global Income Builder Fund Class A	99	202.02
Crescent Capital Consulting, LLC	57	245.61
Tompkins Financial Corp	30	200.00
Filbrandt Wealth Management, LLC	26	192.31
Westside Investment Management, Inc.	24
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF	10	200.00
First Community Trust Na	7	142.86
PSI Advisors, LLC	2
Capula Management Ltd
Five Oceans Advisors
Lake Street Advisors Group, Llc
Cedar Mountain Advisors, LLC
Bp Plc
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1
Tiedemann Advisors, Llc
John Hancock Hedged Equity & Income Fund
Anfield Capital Management, LLC
HAP Trading, LLC
Red Door Wealth Management, LLC
Hoey Investments, Inc
Campbell & CO Investment Adviser LLC
SHE - SPDR SSGA Gender Diversity Index ETF
QGRO - American Century STOXX U.S. Quality Growth ETF
Hayden Royal, Llc
USCGX - Capital Growth Fund
Dash Acquisitions Inc.
Bridgeway Capital Management Inc
Monumental Financial Group Inc.
Spouting Rock Asset Management, LLC
BLYAX - American Beacon Bridgeway Large Cap Growth Fund A Class
Partners Capital Investment Group, Llp
Flagship Private Wealth, LLC
Personal Wealth Partners
Schwab Charitable Fund
Stonebridge Capital Management Inc
Paradigm, Strategies in Wealth Management, LLC
ETAMX - Eventide Multi-Asset Income Fund Class A
NGQAX - Neuberger Berman Integrated Large Cap Fund Class A
LifePro Asset Management
Emerald Investment Partners, Llc
CastleArk Alternatives, LLC
Compagnie Lombard Odier SCmA
Alethea Capital Management, Llc
Naples Global Advisors, Llc
Dark Forest Capital Management Lp
ARS Wealth Advisors Group, LLC
Evolution Advisers, Inc.
Laidlaw Wealth Management LLC
Jupiter Wealth Management LLC
Morton Brown Family Wealth, LLC
NELAX - Nuveen Equity Long/Short Fund Class A
Seven Springs Wealth Group, LLC
Cassady Schiller Wealth Management, LLC
Eventide Asset Management, Llc
HHCAX - Highland Long/Short Healthcare Fund Class A
Pensionfund DSM Netherlands
Columbia Funds Variable Series Trust II - CTIVP - Morgan Stanley Advantage Fund Class 1
Motley Fool Asset Management LLC
Truvestments Capital Llc
Sentinel Trust Co Lba
Advisor Resource Council
First Citizens Bank & Trust Co
Activest Wealth Management
Peoples Bank /oh
Barometer Capital Management Inc.
Cornerstone Advisory, LLC
Manteio Capital LLC
D'Orazio & Associates, Inc.
Wealth Enhancement Advisory Services, Llc
Andrew Hill Investment Advisors, Inc.
Founders Financial Alliance, LLC
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1
GM Advisory Group, Inc.
StoneX Group Inc.
Barnett & Company, Inc.
Nichols & Pratt Advisers Llp /ma
Avondale Wealth Management
Frontier Wealth Management LLC
Meitav Dash Investments Ltd
CACG - ClearBridge All Cap Growth ETF
Mbb Public Markets I Llc
Blue Barn Wealth, LLC
Pegasus Partners Ltd.
MPAIX - Advantage Portfolio Class I
Providence Capital Advisors, LLC
Laird Norton Trust Company, Llc
Ontario Teachers Pension Plan Board
Engine No. 1 Llc
First Citizens Financial Corp
Resolute Advisors LLC
Parisi Gray Wealth Management
Minot Wealth Management LLC
Stephenson National Bank & Trust
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I
Chesapeake Wealth Management
Hancock Whitney Investment Services Inc.
Standard Family Office LLC
Spinnaker Trust
Blueprint Investment Partners LLC
Rather & Kittrell, Inc.
Livingston Group Asset Management CO (operating as Southport Capital Management)
Cornerstone Wealth Group, LLC
Savior LLC
Kaizen Financial Strategies
Aries Wealth Management
New World Advisors LLC
Mosaic Advisors LLC
Midwest Professional Planners, LTD.
Sofos Investments, Inc.
Signet Financial Management, Llc
Davy Global Fund Management Ltd
Wagner Wealth Management, Llc
Absolute Capital Management, LLC
Greenwood Capital Associates Llc
Modera Wealth Management, LLC
Commerzbank Aktiengesellschaft /fi
C2C Wealth Management, LLC
AMG National Trust Bank
Transamerica Financial Advisors, Inc.
IFG Advisory, LLC
Total Clarity Wealth Management, Inc.
Steel Peak Wealth Management LLC
Kore Private Wealth LLC
First Interstate Bank
Atlas Private Wealth Advisors
Eubel Brady & Suttman Asset Management Inc
Coastal Bridge Advisors, LLC
Modus Advisors, LLC
NGLAX - Neuberger Berman Global Allocation Fund Class A
Firestone Capital Management
Cranbrook Wealth Management, LLC
TVEAX - Guggenheim RBP Dividend Fund Class A
Raleigh Capital Management Inc.
Cornerstone Wealth Management, LLC
Searle & Co.
Baader Bank INC
IPG Investment Advisors LLC
Vahanian & Associates Financial Planning Inc.
Rothschild Investment Corp /il
Walled Lake Planning & Wealth Management, Llc
PGIRX - Polen Global Growth Fund Investor Class
Marathon Capital Management
BCJ Capital Management, LLC
Inscription Capital, LLC
Acropolis Investment Management, LLC
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1
Jefferies Group LLC
Lakeview Capital Partners, LLC
Fsb Premier Wealth Management, Inc.
Pinnacle Private Wealth, LLC
Hemenway Trust Co LLC
Cim Investment Mangement Inc
Amplius Wealth Advisors, LLC
Fulcrum Asset Management LLP
Meridian Wealth Partners, LLC
Callan Capital, LLC
Primoris Wealth Advisors, Llc
Edge Wealth Management LLC
Banco Santander, S.A.
JFG Wealth Management, LLC
RHRX - RH Tactical Rotation ETF
Vienna Asset Management LLC
PENN SERIES FUNDS INC - Large Core Growth Fund
RPG Investment Advisory, LLC
Riverpark Capital Management Llc
Lattice Capital Management, LLC
West Oak Capital, LLC
D.B. Root & Company, LLC
BMSFX - MFS Blended Research Mid Cap Equity Fund A
Johnson Bixby & Associates, LLC
Chiron Investment Management, LLC
Eqis Capital Management, Inc.
Spectrum Management Group, LLC
Marino, Stram & Associates Llc
Manhattan West Asset Management, LLC
Trust Co of Kansas
Delos Wealth Advisors, LLC
Actinver Wealth Management, Inc.
CoreCap Advisors, LLC
Allegheny Financial Group LTD
Bordeaux Wealth Advisors LLC
F/M Investments LLC
Liberty Wealth Management Llc
Pacitti Group Inc.
BRYN MAWR TRUST Co
Harel Insurance Investments & Financial Services Ltd.
Summit Wealth Group, LLC
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A
True North Advisors, LLC
Fox Run Management, L.l.c.
Lincoln Capital Corp
Premier Asset Management Llc
Eagle Global Advisors Llc
Wall Street Access Asset Management, LLC
RGT Wealth Advisors, LLC
Brighton Jones Llc
Mystic Asset Management, Inc.
Kowal Investment Group, LLC
Wealthspire Advisors, LLC
CWM Advisors, LLC
AVGIX - Vp Income & Growth Fund Class I
RiverPark Advisors, LLC
Comprehensive Financial Consultants Institutional, Inc.
Holloway Wealth Management, LLC
Bank Hapoalim Bm
Norges Bank
Clifford Swan Investment Counsel Llc
Weiss Asset Management LP
BIGRX - Income & Growth Fund Investor Class
NewSquare Capital LLC
Briaud Financial Planning, Inc
DRRAX - BNY Mellon Global Real Return Fund Class A
Kovitz Investment Group Partners, LLC
GDMYX - Defensive Market Strategies Fund Institutional
Evolution Wealth Advisors, LLC
Autumn Glory Partners, LLC
First Quadrant L P/ca
BIBL - Inspire 100 ETF
Capitolis Advisors LLC
Budros, Ruhlin & Roe, Inc.
Ambassador Advisors, LLC
AMP Capital Investors Ltd
Castleark Management Llc
Prospect Hill Management, LLC
Symphony Financial, Ltd. Co.
Eudaimonia Partners, LLC
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC
Flaharty Asset Management, LLC
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Ahl Investment Management, Inc.
HealthCor Management, L.P.
Lombard Odier Asset Management (Switzerland) SA
Bellevue Group AG
Holderness Investments Co
Unionview, Llc
Poehling Capital Management, LLC
Masso Torrence Wealth Management Inc.
Bingham Osborn & Scarborough Llc
Riverwater Partners LLC
Ford Financial Group, LLC
Charles Schwab Trust Co
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC Class A
Woodard & Co Asset Management Group Inc /adv
Fulcrum Equity Management
Sumitomo Mitsui Financial Group, Inc.
Eagle Bay Advisors LLC
Klingenstein Fields & Co Lp
JSF Financial, LLC
Krs Capital Management, Llc
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1
Pacific Center for Financial Services
AlphaCentric Advisors LLC
Cassia Capital Partners, LLC
Twin Tree Management, LP
Choate Investment Advisors
Calton & Associates, Inc.
Wick Capital Partners, LLC
Paragon Advisors, LLC
Cahill Financial Advisors Inc
Welch Group, LLC
Balyasny Asset Management Llc
Leith Wheeler Investment Counsel Ltd.
Stelac Advisory Services LLC
Hartford Financial Management Inc.
McIlrath & Eck, LLC
Beaumont Financial Partners, LLC
Aquire Wealth Advisors, LLC
Outlook Wealth Advisors, LLC
Dearborn Partners Llc
WealthPLAN Partners, LLC
Cornerstone Advisors Inc
Integrity Financial Corp /WA
Twin Tree Management, LP
Morningstar Funds Trust - Morningstar Alternatives Fund
Sterling Investment Advisors, Ltd.
Aveo Capital Partners, LLC
WestEnd Advisors, LLC
Consolidated Planning Corp
GFSYX - Strategic Alternatives Fund Institutional
TCG Advisory Services, LLC
Titleist Asset Management, Ltd.
WMS Partners, LLC
RBCGX - Reynolds Blue Chip Growth Fund

Recent Quarter 656 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
APGAX - AB LARGE CAP GROWTH FUND INC Class A	3,448,775	177.25	3,264,205	199.79
VGHCX - Vanguard Health Care Fund Investor Shares	3,117,917	177.25	431,603	199.79
SBLGX - ClearBridge Large Cap Growth Fund Class A	2,228,166	170.93	2,248,766	193.65
FBGRX - Fidelity Blue Chip Growth Fund	2,022,815	177.25	2,028,528	199.79
MLAAX - MainStay Large Cap Growth Fund Class A	1,614,740	177.25	1,126,140	199.79
POLRX - Polen Growth Fund Investor Class	1,459,597	177.25	2,417,964	199.79
VWNFX - Vanguard Windsor II Fund Investor Shares	1,280,980	177.25	1,280,980	199.79
SHSSX - Blackrock Health Sciences Opportunities Portfolio Institutional	1,001,996	170.93	994,263	193.65
PCRSX - LargeCap Growth Fund I R-1	969,177	177.25	1,006,591	199.79
FUQIX - Fidelity SAI U.S. Quality Index Fund	911,907	177.25	835,632	199.79
PBCKX - Blue Chip Fund Institutional Class	864,548	170.93	766,277	193.65
SWPPX - Schwab S&P 500 Index Fund	857,109	177.25	838,547	199.79
Tcw Group Inc	823,194	171.89	887,765	188.59
AWSHX - WASHINGTON MUTUAL INVESTORS FUND Class A	811,250	177.25	812,334	199.79
TWCGX - Growth Fund Investor Class	689,027	177.25	677,809	199.79
Artemis Investment Management LLP	684,174	172.27	593,468	188.27
USMV - iShares Edge MSCI Min Vol USA ETF	628,577	177.25	630,943	199.79
FCPAX - Fidelity Advisor International Capital Appreciation Fund Class A	539,344	177.25	505,600	199.79
NEWFX - NEW WORLD FUND INC Class A	478,333	177.25	396,000	199.79
Allspring Global Investments Holdings, LLC	464,598	171.89	989,500	188.59

Recent Quarter 18 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
STFGX - State Farm Growth Fund	628,729	188.59	76,967	188.59
Massmutual Trust Co Fsb/adv	22,146	0.18	23,099	0.17
FQAL - Fidelity Quality Factor ETF	14,355	177.22	0
Global Retirement Partners, LLC	11,183	171.87	11,288	163.00
Arkadios Wealth Advisors	4,823	0.21	4,992	0.20
Archford Capital Strategies, LLC	4,586	0.22	4,987	0.20
AMTAX - AB All Market Real Return Portfolio Class A	2,947	177.13	0
SPUSX - Symmetry Panoramic US Equity Fund Class I Shares	2,803	193.72	2,062	193.50
Astoria Portfolio Advisors LLC.	2,600	171.92	0
Fruth Investment Management	2,000	191.00	2,000	188.50
Flagship Harbor Advisors, Llc	1,284	172.12	0
ACG Wealth	596	171.14	0
PFG Private Wealth Management, LLC	479	171.19	0
HBC Financial Services, PLLC	155	177974.19	155	176967.74
Worth Asset Management, LLC	152	171.05	161	161.49
Mizuho Securities Co. Ltd.	39	230.77	39	179.49
Tfo-tdc, Llc	16	187.50	0
NSFDX - Natixis Sustainable Future 2020 Fund Class N	6	166.67	7	142.86

Recent Quarter 283 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
VGHCX - Vanguard Health Care Fund Investor Shares	2,686,314	3,117,917	177.25	431,603	199.79	622.40
STFGX - State Farm Growth Fund	551,762	628,729	188.59	76,967	188.59	716.88
MLAAX - MainStay Large Cap Growth Fund Class A	488,600	1,614,740	177.25	1,126,140	199.79	43.39
Bank Julius Baer & Co. Ltd, Zurich	273,014	288,459	171.89	15,445	188.60	1767.65
APGAX - AB LARGE CAP GROWTH FUND INC Class A	184,570	3,448,775	177.25	3,264,205	199.79	5.65
PBCKX - Blue Chip Fund Institutional Class	98,271	864,548	170.93	766,277	193.65	12.82
Artemis Investment Management LLP	90,706	684,174	172.27	593,468	188.27	15.28
NEWFX - NEW WORLD FUND INC Class A	82,333	478,333	177.25	396,000	199.79	20.79
DGRO - iShares Core Dividend Growth ETF	77,726	223,417	177.25	145,691	199.79	53.35
FUQIX - Fidelity SAI U.S. Quality Index Fund	76,275	911,907	177.25	835,632	199.79	9.13
RSP - Invesco S&P 500 Equal Weight ETF	65,629	350,465	177.25	284,836	199.79	23.04
HGHAX - THE HARTFORD HEALTHCARE FUND Class A	57,941	256,771	177.25	198,830	199.79	29.14
Ziegler Capital Management, LLC	52,647	76,817	171.89	24,170	188.17	217.82
FIVFX - Fidelity International Capital Appreciation Fund	45,800	379,115	177.25	333,315	199.79	13.74
AustralianSuper Pty Ltd	42,931	134,981	171.89	92,050	188.59	46.64
FCPAX - Fidelity Advisor International Capital Appreciation Fund Class A	33,744	539,344	177.25	505,600	199.79	6.67
Strs Ohio	33,546	431,921	171.89	398,375	188.59	8.42
Crestwood Advisors Group LLC	33,164	238,826	171.90	205,662	188.60	16.13
FSUVX - Fidelity SAI U.S. Low Volatility Index Fund	32,674	437,452	177.25	404,778	199.79	8.07
FSBDX - Fidelity Series Blue Chip Growth Fund	30,300	241,679	177.25	211,379	199.79	14.33

Recent Quarter 270 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
POLRX - Polen Growth Fund Investor Class	958,367	1,459,597	177.25	2,417,964	199.79	-39.64
Allspring Global Investments Holdings, LLC	524,902	464,598	171.89	989,500	188.59	-53.05
LGLAX - Lord Abbett Growth Leaders Fund Class A	185,336	413,466	177.25	598,802	199.79	-30.95
TIRTX - TIAA-CREF Large-Cap Growth Fund Retail Class	74,228	326,116	177.25	400,344	199.79	-18.54
FXH - First Trust Health Care AlphaDEX Fund	71,516	31,506	177.24	103,022	199.79	-69.42
USGRX - Growth & Income Fund Shares	71,076	20,275	177.26	91,351	199.79	-77.81
Tcw Group Inc	64,571	823,194	171.89	887,765	188.59	-7.27
USAUX - Aggressive Growth Fund Shares	59,126	168,909	177.25	228,035	199.79	-25.93
USAAX - Growth Fund Shares	58,134	173,391	177.25	231,525	199.79	-25.11
KLCAX - Federated Kaufmann Large Cap Fund Class A Shares	50,000	240,000	177.25	290,000	199.79	-17.24
Private Advisor Group, LLC	45,946	51,071	171.88	97,017	188.60	-47.36
Truist Financial Corp	39,653	164,888	171.89	204,541	188.59	-19.39
PCRSX - LargeCap Growth Fund I R-1	37,414	969,177	177.25	1,006,591	199.79	-3.72
FSTRX - Federated MDT Large Cap Value Fund Class A Shares	34,799	82,148	177.25	116,947	199.79	-29.76
TOK - iShares MSCI Kokusai ETF	32,046	1,623	177.45	33,669	199.80	-95.18
FLCPX - Fidelity SAI U.S. Large Cap Index Fund	30,335	156,716	177.25	187,051	199.79	-16.22
PMVAX - Putnam Sustainable Future Fund Class A Shares	28,900	29,300	177.24	58,200	199.79	-49.66
Transform Wealth, LLC	27,403	1,304	171.78	28,707	188.60	-95.46
PCLCX - PACE Large Co Growth Equity Investments Class P	26,746	43,246	177.24	69,992	199.79	-38.21
DnB Asset Management AS	26,406	224,775	171.89	251,181	188.59	-10.51

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 2 Previous Institutes closed Put Positions

Name	Previous Puts
Twin Tree Management, LP	0
CenterStar Asset Management, LLC	0

Recent Quarter 0 Previous Institutes closed Call Positions

Name	Previous Calls

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 1 Institutes Increased Short Positions

Name
JMNAX - JPMorgan Research Market Neutral Fund Class A

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 14 New Institutes added position

Name	Shares	PPS
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A	210,030	170.93
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A	38,657	170.94
EULAV Asset Management	26,000	171.88
Aurora Private Wealth, Inc.	18,775	1.92
Jackson Square Capital, Llc	8,871	171.91
William Allan, Llc	7,469	171.91
Urban Wealth Management, LLC	2,300	171.74
PMSAX - Global Multi-Strategy Fund Class A	1,385	171.12
LS Investment Advisors, LLC	500	178.00
Financial Connections Group, Inc.	87	160.92
Enterprise Trust & Investment Co	58	172.41
Bogart Wealth, LLC	38	184.21
Investors Research Corp	20	150.00
Hexagon Capital Partners LLC	5	200.00

Past Week 13 Institutes closed out their positions

Name	Shares	PPS
Courier Capital Llc	1,254	188.20
Green Square Capital Advisors Llc	1,184	188.34
Triasima Portfolio Management inc.	11,840	188.51
Ogorek Anthony Joseph /ny/ /adv	154	188.31
Aaron Wealth Advisors LLC	212,540	5.30
HighTower Trust Services, LTA	19,101	188.58
IBM Retirement Fund	7,573	188.56
Gemmer Asset Management LLC	279	186.38
Stratos Wealth Advisors, LLC	1,304	188.65
Cookson Peirce & Co Inc	3,073	188.74
Caldwell Investment Management Ltd.	3,000	191.33
Magnolia Wealth Management, LLC	7,110	195.64
O'Shares Investment Advisers, LLC	12,546	188.59

Past Week 157 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
SBLGX - ClearBridge Large Cap Growth Fund Class A	2,228,166	170.93	2,248,766	193.65
SHSSX - Blackrock Health Sciences Opportunities Portfolio Institutional	1,001,996	170.93	994,263	193.65
PBCKX - Blue Chip Fund Institutional Class	864,548	170.93	766,277	193.65
Artemis Investment Management LLP	684,174	172.27	593,468	188.27
Allspring Global Investments Holdings, LLC	464,598	171.89	989,500	188.59
Strs Ohio	431,921	171.89	398,375	188.59
SCHG - Schwab U.S. Large-Cap Growth ETF	414,154	170.93	403,584	193.65
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A	371,709	170.93	373,377	193.65
SCHX - Schwab U.S. Large-Cap ETF	368,826	170.93	384,118	193.65
Bank Julius Baer & Co. Ltd, Zurich	288,459	171.89	15,445	188.60
Regions Financial Corp	262,768	171.89	272,367	188.59
MRGAX - MFS Core Equity Fund A	255,603	170.93	255,603	193.65
SCHB - Schwab U.S. Broad Market ETF	239,637	170.93	237,296	193.65
Ami Asset Management Corp	237,639	171.89	239,794	188.59
LAMAX - Lord Abbett Calibrated Dividend Growth Fund Class A	219,000	170.93	219,000	193.65
Covea Finance	199,107	171.89	213,217	188.59
Chicago Capital, LLC	197,698	171.89	198,019	188.59
PHLAX - PGIM Jennison Health Sciences Fund Class A	183,379	170.93	183,379	193.65
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A	181,567	170.93	183,676	193.65
Truist Financial Corp	164,888	171.89	204,541	188.59
Inverness Counsel Llc /ny/	134,915	171.89	141,922	188.59
Granite Investment Partners, LLC	111,972	171.89	96,407	188.59
Howard Capital Management Group, LLC	98,327	171.89	98,322	188.59
Umb Bank N A/mo	87,898	171.89	70,986	188.59
Forbes J M & Co Llp	85,926	171.89	86,168	188.60
Oregon Public Employees Retirement Fund	83,887	171.89	89,415	188.59
Ziegler Capital Management, LLC	76,817	171.89	24,170	188.17
Boston Trust Walden Corp	74,162	171.89	67,208	188.59
Trust Co Of Virginia /va	70,761	171.89	67,388	188.58
Dixon Hubard Feinour & Brown Inc/va	68,863	171.89	71,486	188.60
Spire Wealth Management	66,475	171.88	85,337	188.78
CMVIX - Blackrock Advantage Large Cap Growth Fund Institutional	65,878	170.94	73,098	193.64
Sandy Spring Bank	62,183	171.90	61,605	188.59
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares	61,399	170.93	44,632	193.65
Stratos Wealth Partners, LTD.	56,699	171.89	56,200	188.59
Northstar Asset Management Llc	52,091	171.89	52,616	188.59
Security National Bank	51,288	171.89	51,956	188.58
Hartford Investment Management Co	49,182	171.89	47,159	188.60
Meritage Portfolio Management	48,195	171.89	50,957	188.59
Tufton Capital Management	45,953	171.87	45,853	188.58
NEIAX - Columbia Large Cap Index Fund Class A	44,918	170.93	43,818	193.64
AWAAX - AB Wealth Appreciation Strategy Class A	44,020	170.92	34,960	193.65
Wealthfront Advisers Llc	42,633	171.89	33,934	188.60
FNDX - Schwab Fundamental U.S. Large Company Index ETF	38,401	170.93	33,803	193.65
BTC Capital Management, Inc.	37,516	171.74	9,057	188.69
Autus Asset Management, LLC	36,969	171.87	7,459	188.63
Lee Danner & Bass Inc	36,134	171.89	36,259	188.59
IEDAX - Voya Large Cap Value Fund Class A	32,750	170.93	34,038	193.64
LMGAX - Lord Abbett Growth Opportunities Fund Class A	32,615	170.93	28,185	193.65
Alpha Cubed Investments, LLC	30,872	171.90	1,776	188.63
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A	30,841	170.94	35,766	193.65
Louisiana State Employees Retirement System	29,800	177.42	29,900	187.79
PBUS - Invesco PureBeta MSCI USA ETF	29,643	170.93	28,955	193.65
MLVAX - MFS Low Volatility Equity Fund A	28,185	170.94	20,987	193.64
Coastline Trust Co	27,138	171.90	28,095	188.57
ATWAX - AB Tax-Managed Wealth Appreciation Strategy Class A	26,995	170.92	25,281	193.66
New Mexico Educational Retirement Board	26,275	171.87	27,475	188.61
SCHK - Schwab 1000 Index ETF	26,042	170.92	25,317	193.66
TRSGX - T. Rowe Price Spectrum Moderate Growth Allocation Fund	25,780	170.95	24,354	193.64
SUHAX - DWS Health and Wellness Fund Class A	25,394	170.95	22,781	193.67
Townsend Asset Management Corp /nc/ /adv	22,389	171.87	22,366	188.59
Central Bank & Trust Co	19,760	171.91	20,134	188.59
First Hawaiian Bank	19,682	171.88	20,226	188.62
ABWAX - AB All Market Total Return Portfolio Class A	19,337	170.92	17,902	193.67
Arcadia Investment Management Corp/mi	18,324	171.91	18,422	188.58
Bristlecone Advisors, LLC	17,837	171.89	17,772	188.61
Sumitomo Life Insurance Co	17,125	171.91	16,824	188.60
ADGAX - AB CORE OPPORTUNITIES FUND, INC. Class A	16,950	170.91	19,800	193.64
New England Research & Management, Inc.	16,003	171.91	16,123	188.61
DEF - Invesco Defensive Equity ETF	14,864	170.95	12,938	193.62
TRPBX - T. Rowe Price Spectrum Moderate Allocation Fund	13,992	170.95	13,109	193.68
Loveless Wealth Management LLC	13,289	171.87	13,379	188.58
Argus Investors' Counsel, Inc.	13,042	171.91	12,799	188.61
Terra Nova Asset Management LLC	12,172	171.87	12,154	188.58
Wedbush Securities Inc	12,096	171.88	13,244	188.61
Congress Park Capital LLC	11,465	171.91	11,465	188.57
Pettee Investors, Inc.	10,950	171.87	10,950	188.58
Atlantic Union Bankshares Corp	10,801	171.93	11,006	188.62
Freedom Day Solutions, LLC	10,008	171.86	10,117	188.59
ILGEX - Columbia Integrated Large Cap Growth Fund Class R	9,676	170.94	16,812	193.67
PRSIX - T. Rowe Price Spectrum Conservative Allocation Fund	9,089	170.98	8,125	193.60
Eastern Bank	9,075	171.90	9,075	188.54
Marshall Financial Group LLC	8,925	171.88	7,067	188.62
First Bank & Trust	8,638	171.80	2,419	188.51
Altium Wealth Management LLC	8,533	171.92	7,338	188.61
GSB Wealth Management, LLC	8,273	171.88	10,360	188.61
Western Financial Corporation	7,625	171.93	8,036	188.53
Old National Bancorp /in/	7,399	171.92	6,688	188.55
Harbour Capital Advisors, LLC	6,744	171.86	6,774	188.66
Segment Wealth Management, LLC	6,203	171.85	7,046	188.62
WoodTrust Financial Corp	6,094	171.97	5,094	188.65
Mitchell & Pahl Private Wealth, Llc	5,564	171.82	5,971	188.58
Everett Harris & Co /ca/	5,089	171.94	4,828	188.69
TFG Advisers LLC	5,011	171.82	5,009	188.66
FAAAX - Franklin K2 Alternative Strategies Fund Class A	4,887	170.86	4,825	193.58
Beacon Investment Advisory Services, Inc.	4,483	171.98	4,476	188.56
Savant Capital, LLC	4,379	171.96	3,149	188.95
Conning Inc.	4,347	171.84	4,372	188.70
Sequoia Financial Advisors, LLC	4,320	171.99	4,166	188.67
RWL - Invesco S&P 500 Revenue ETF	4,252	170.98	2,946	193.48
Guyasuta Investment Advisors Inc	4,227	171.99	4,127	188.51
Parametrica Management Ltd	4,191	172.51	2,060	188.35
Geneos Wealth Management Inc.	3,721	174.15	3,646	188.43
Institute for Wealth Management, LLC.	3,605	171.98	3,605	188.63
Hunter Perkins Capital Management, LLC	3,600	171.94	1,600	188.75
DLCFX - Destinations Large Cap Equity Fund Class I	3,424	170.85	3,693	193.61
Cherry Creek Investment Advisors, Inc.	3,277	171.80	3,300	188.48
Howland Capital Management Llc	3,101	171.88	4,115	188.58
SPFIX - S&P 500 Index Fund Direct Shares	3,007	170.93	3,007	193.55
Accredited Investors Inc.	2,993	171.73	3,001	188.60
Mcdonald Partners Llc	2,871	171.72	2,796	188.48
Advisory Resource Group	2,793	171.86	2,269	188.63
VHDAX - Voya U.S. High Dividend Low Volatility Fund Class A	2,640	170.83	3,004	193.74
Alpha Omega Wealth Management LLC	2,609	171.71	2,563	188.45
Crescent Grove Advisors, LLC	2,516	171.70	2,569	188.40
COPLX - Copley Fund Inc /nv/	2,500	170.80	5,500	193.64
Brandywine Oak Private Wealth Llc	2,470	171.66	2,718	188.37
Washington Trust Advisors, Inc.	2,284	172.07	2,102	188.39
Campion Asset Management LLC	2,172	171.73	2,172	188.77
Atwood & Palmer Inc	2,146	171.95	2,146	188.72
Brightworth	2,119	171.78	2,119	188.77
GFG Capital, LLC	2,029	172.01	2,182	188.82
WASHINGTON TRUST Co	2,028	171.60	2,025	188.64
GraniteShares Advisors LLC	1,894	171.59	2,119	188.30
Pendal Group Ltd	1,840	171.74	1,998	188.69
Values First Advisors, Inc.	1,744	172.02	1,601	188.63
Capital Investment Advisory Services, LLC	1,695	171.68	1,681	188.58
LeJeune Puetz Investment Counsel LLC	1,505	171.43	1,505	188.04
Teamwork Financial Advisors, LLC	1,500	172.00	4,074	188.51
FirstPurpose Wealth LLC	1,486	171.60	1,355	188.93
FNDB - Schwab Fundamental U.S. Broad Market Index ETF	1,460	171.23	1,356	193.95
GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares	1,414	171.15	1,414	193.78
SUPAX - DWS Multi-Asset Growth Allocation Fund Class A	1,414	171.15	1,472	193.61
Welch & Forbes Llc	1,363	172.41	1,348	188.43
BKD Wealth Advisors, LLC	1,286	171.85	1,286	188.96
Trust Co Of Vermont	1,234	171.80	1,090	188.99
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF	1,212	170.79	1,248	193.91
Hnp Capital Llc	1,165	171.67	1,254	188.20
RTD Financial Advisors, Inc.	1,165	171.67	1,165	188.84
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. Class A	996	170.68	996	193.78
Hendershot Investments Inc.	912	172.15	912	188.60
Arlington Partners LLC	673	172.36	333	189.19
IUS - Invesco RAFI(TM) Strategic US ETF	538	171.00	853	193.43
Steward Financial Group LLC	414	171.50	414	188.41
Canton Hathaway, LLC	322	170.81	322	189.44
Private Ocean, LLC	285	168.42	285	189.47
American Research & Management Co.	215	172.09	215	190.70
Annapolis Financial Services, LLC	200	170.00	200	190.00
Charter Oak Capital Management, LLC	142	169.01	142	246.48
Thompson Siegel & Walmsley Llc	137	175.18	137	189.78
JNBA Financial Advisors	86	174.42	86	186.05
USLB - Invesco Russell 1000 Low Beta Equal Weight ETF	80	175.00	89	191.01
PrairieView Partners, LLC	70	171.43	70	185.71
Exchange Traded Concepts, Llc	63	174.60	16,839	188.61
Byrne Asset Management LLC	40	175.00	40	200.00
Ulland Investment Advisors, LLC	40	175.00	40	200.00
Coastal Capital Group, Inc.	8	125.00	23	173.91

Past Week 2 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
HBC Financial Services, PLLC	155	177974.19	155	176967.74
Mizuho Securities Co. Ltd.	39	230.77	39	179.49

Past Week 69 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Bank Julius Baer & Co. Ltd, Zurich	273,014	288,459	171.89	15,445	188.60	1767.65
PBCKX - Blue Chip Fund Institutional Class	98,271	864,548	170.93	766,277	193.65	12.82
Artemis Investment Management LLP	90,706	684,174	172.27	593,468	188.27	15.28
Ziegler Capital Management, LLC	52,647	76,817	171.89	24,170	188.17	217.82
Strs Ohio	33,546	431,921	171.89	398,375	188.59	8.42
Autus Asset Management, LLC	29,510	36,969	171.87	7,459	188.63	395.63
Alpha Cubed Investments, LLC	29,096	30,872	171.90	1,776	188.63	1638.29
BTC Capital Management, Inc.	28,459	37,516	171.74	9,057	188.69	314.22
Umb Bank N A/mo	16,912	87,898	171.89	70,986	188.59	23.82
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares	16,767	61,399	170.93	44,632	193.65	37.57
Granite Investment Partners, LLC	15,565	111,972	171.89	96,407	188.59	16.15
SCHG - Schwab U.S. Large-Cap Growth ETF	10,570	414,154	170.93	403,584	193.65	2.62
AWAAX - AB Wealth Appreciation Strategy Class A	9,060	44,020	170.92	34,960	193.65	25.92
Wealthfront Advisers Llc	8,699	42,633	171.89	33,934	188.60	25.64
SHSSX - Blackrock Health Sciences Opportunities Portfolio Institutional	7,733	1,001,996	170.93	994,263	193.65	0.78
MLVAX - MFS Low Volatility Equity Fund A	7,198	28,185	170.94	20,987	193.64	34.30
Boston Trust Walden Corp	6,954	74,162	171.89	67,208	188.59	10.35
First Bank & Trust	6,219	8,638	171.80	2,419	188.51	257.09
FNDX - Schwab Fundamental U.S. Large Company Index ETF	4,598	38,401	170.93	33,803	193.65	13.60
LMGAX - Lord Abbett Growth Opportunities Fund Class A	4,430	32,615	170.93	28,185	193.65	15.72
Trust Co Of Virginia /va	3,373	70,761	171.89	67,388	188.58	5.01
SUHAX - DWS Health and Wellness Fund Class A	2,613	25,394	170.95	22,781	193.67	11.47
SCHB - Schwab U.S. Broad Market ETF	2,341	239,637	170.93	237,296	193.65	0.99
Parametrica Management Ltd	2,131	4,191	172.51	2,060	188.35	103.45
Hartford Investment Management Co	2,023	49,182	171.89	47,159	188.60	4.29
Hunter Perkins Capital Management, LLC	2,000	3,600	171.94	1,600	188.75	125.00
DEF - Invesco Defensive Equity ETF	1,926	14,864	170.95	12,938	193.62	14.89
Marshall Financial Group LLC	1,858	8,925	171.88	7,067	188.62	26.29
ATWAX - AB Tax-Managed Wealth Appreciation Strategy Class A	1,714	26,995	170.92	25,281	193.66	6.78
ABWAX - AB All Market Total Return Portfolio Class A	1,435	19,337	170.92	17,902	193.67	8.02
TRSGX - T. Rowe Price Spectrum Moderate Growth Allocation Fund	1,426	25,780	170.95	24,354	193.64	5.86
RWL - Invesco S&P 500 Revenue ETF	1,306	4,252	170.98	2,946	193.48	44.33
Savant Capital, LLC	1,230	4,379	171.96	3,149	188.95	39.06
Altium Wealth Management LLC	1,195	8,533	171.92	7,338	188.61	16.29
NEIAX - Columbia Large Cap Index Fund Class A	1,100	44,918	170.93	43,818	193.64	2.51
WoodTrust Financial Corp	1,000	6,094	171.97	5,094	188.65	19.63
PRSIX - T. Rowe Price Spectrum Conservative Allocation Fund	964	9,089	170.98	8,125	193.60	11.86
TRPBX - T. Rowe Price Spectrum Moderate Allocation Fund	883	13,992	170.95	13,109	193.68	6.74
SCHK - Schwab 1000 Index ETF	725	26,042	170.92	25,317	193.66	2.86
Old National Bancorp /in/	711	7,399	171.92	6,688	188.55	10.63
PBUS - Invesco PureBeta MSCI USA ETF	688	29,643	170.93	28,955	193.65	2.38
Sandy Spring Bank	578	62,183	171.90	61,605	188.59	0.94
Advisory Resource Group	524	2,793	171.86	2,269	188.63	23.09
Stratos Wealth Partners, LTD.	499	56,699	171.89	56,200	188.59	0.89
Arlington Partners LLC	340	673	172.36	333	189.19	102.10
Sumitomo Life Insurance Co	301	17,125	171.91	16,824	188.60	1.79
Everett Harris & Co /ca/	261	5,089	171.94	4,828	188.69	5.41
Argus Investors' Counsel, Inc.	243	13,042	171.91	12,799	188.61	1.90
Washington Trust Advisors, Inc.	182	2,284	172.07	2,102	188.39	8.66
Sequoia Financial Advisors, LLC	154	4,320	171.99	4,166	188.67	3.70
Trust Co Of Vermont	144	1,234	171.80	1,090	188.99	13.21
Values First Advisors, Inc.	143	1,744	172.02	1,601	188.63	8.93
FirstPurpose Wealth LLC	131	1,486	171.60	1,355	188.93	9.67
FNDB - Schwab Fundamental U.S. Broad Market Index ETF	104	1,460	171.23	1,356	193.95	7.67
Guyasuta Investment Advisors Inc	100	4,227	171.99	4,127	188.51	2.42
Tufton Capital Management	100	45,953	171.87	45,853	188.58	0.22
Geneos Wealth Management Inc.	75	3,721	174.15	3,646	188.43	2.06
Mcdonald Partners Llc	75	2,871	171.72	2,796	188.48	2.68
Bristlecone Advisors, LLC	65	17,837	171.89	17,772	188.61	0.37
FAAAX - Franklin K2 Alternative Strategies Fund Class A	62	4,887	170.86	4,825	193.58	1.28
Alpha Omega Wealth Management LLC	46	2,609	171.71	2,563	188.45	1.79
Townsend Asset Management Corp /nc/ /adv	23	22,389	171.87	22,366	188.59	0.10
Terra Nova Asset Management LLC	18	12,172	171.87	12,154	188.58	0.15
Welch & Forbes Llc	15	1,363	172.41	1,348	188.43	1.11
Capital Investment Advisory Services, LLC	14	1,695	171.68	1,681	188.58	0.83
Beacon Investment Advisory Services, Inc.	7	4,483	171.98	4,476	188.56	0.16
Howard Capital Management Group, LLC	5	98,327	171.89	98,322	188.59	0.01
WASHINGTON TRUST Co	3	2,028	171.60	2,025	188.64	0.15
TFG Advisers LLC	2	5,011	171.82	5,009	188.66	0.04

Past Week 60 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Allspring Global Investments Holdings, LLC	524,902	464,598	171.89	989,500	188.59	-53.05
Truist Financial Corp	39,653	164,888	171.89	204,541	188.59	-19.39
SBLGX - ClearBridge Large Cap Growth Fund Class A	20,600	2,228,166	170.93	2,248,766	193.65	-0.92
Spire Wealth Management	18,862	66,475	171.88	85,337	188.78	-22.10
Exchange Traded Concepts, Llc	16,776	63	174.60	16,839	188.61	-99.63
SCHX - Schwab U.S. Large-Cap ETF	15,292	368,826	170.93	384,118	193.65	-3.98
Covea Finance	14,110	199,107	171.89	213,217	188.59	-6.62
Regions Financial Corp	9,599	262,768	171.89	272,367	188.59	-3.52
CMVIX - Blackrock Advantage Large Cap Growth Fund Institutional	7,220	65,878	170.94	73,098	193.64	-9.88
ILGEX - Columbia Integrated Large Cap Growth Fund Class R	7,136	9,676	170.94	16,812	193.67	-42.45
Inverness Counsel Llc /ny/	7,007	134,915	171.89	141,922	188.59	-4.94
Oregon Public Employees Retirement Fund	5,528	83,887	171.89	89,415	188.59	-6.18
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A	4,925	30,841	170.94	35,766	193.65	-13.77
COPLX - Copley Fund Inc /nv/	3,000	2,500	170.80	5,500	193.64	-54.55
ADGAX - AB CORE OPPORTUNITIES FUND, INC. Class A	2,850	16,950	170.91	19,800	193.64	-14.39
Meritage Portfolio Management	2,762	48,195	171.89	50,957	188.59	-5.42
Dixon Hubard Feinour & Brown Inc/va	2,623	68,863	171.89	71,486	188.60	-3.67
Teamwork Financial Advisors, LLC	2,574	1,500	172.00	4,074	188.51	-63.18
Ami Asset Management Corp	2,155	237,639	171.89	239,794	188.59	-0.90
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A	2,109	181,567	170.93	183,676	193.65	-1.15
GSB Wealth Management, LLC	2,087	8,273	171.88	10,360	188.61	-20.14
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A	1,668	371,709	170.93	373,377	193.65	-0.45
IEDAX - Voya Large Cap Value Fund Class A	1,288	32,750	170.93	34,038	193.64	-3.78
New Mexico Educational Retirement Board	1,200	26,275	171.87	27,475	188.61	-4.37
Wedbush Securities Inc	1,148	12,096	171.88	13,244	188.61	-8.67
Howland Capital Management Llc	1,014	3,101	171.88	4,115	188.58	-24.64
Coastline Trust Co	957	27,138	171.90	28,095	188.57	-3.41
Segment Wealth Management, LLC	843	6,203	171.85	7,046	188.62	-11.96
Security National Bank	668	51,288	171.89	51,956	188.58	-1.29
First Hawaiian Bank	544	19,682	171.88	20,226	188.62	-2.69
Northstar Asset Management Llc	525	52,091	171.89	52,616	188.59	-1.00
Western Financial Corporation	411	7,625	171.93	8,036	188.53	-5.11
Mitchell & Pahl Private Wealth, Llc	407	5,564	171.82	5,971	188.58	-6.82
Central Bank & Trust Co	374	19,760	171.91	20,134	188.59	-1.86
VHDAX - Voya U.S. High Dividend Low Volatility Fund Class A	364	2,640	170.83	3,004	193.74	-12.12
Chicago Capital, LLC	321	197,698	171.89	198,019	188.59	-0.16
IUS - Invesco RAFI(TM) Strategic US ETF	315	538	171.00	853	193.43	-36.93
DLCFX - Destinations Large Cap Equity Fund Class I	269	3,424	170.85	3,693	193.61	-7.28
Brandywine Oak Private Wealth Llc	248	2,470	171.66	2,718	188.37	-9.12
Forbes J M & Co Llp	242	85,926	171.89	86,168	188.60	-0.28
GraniteShares Advisors LLC	225	1,894	171.59	2,119	188.30	-10.62
Atlantic Union Bankshares Corp	205	10,801	171.93	11,006	188.62	-1.86
Pendal Group Ltd	158	1,840	171.74	1,998	188.69	-7.91
GFG Capital, LLC	153	2,029	172.01	2,182	188.82	-7.01
Lee Danner & Bass Inc	125	36,134	171.89	36,259	188.59	-0.34
New England Research & Management, Inc.	120	16,003	171.91	16,123	188.61	-0.74
Freedom Day Solutions, LLC	109	10,008	171.86	10,117	188.59	-1.08
Louisiana State Employees Retirement System	100	29,800	177.42	29,900	187.79	-0.33
Arcadia Investment Management Corp/mi	98	18,324	171.91	18,422	188.58	-0.53
Loveless Wealth Management LLC	90	13,289	171.87	13,379	188.58	-0.67
Hnp Capital Llc	89	1,165	171.67	1,254	188.20	-7.10
SUPAX - DWS Multi-Asset Growth Allocation Fund Class A	58	1,414	171.15	1,472	193.61	-3.94
Crescent Grove Advisors, LLC	53	2,516	171.70	2,569	188.40	-2.06
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF	36	1,212	170.79	1,248	193.91	-2.88
Harbour Capital Advisors, LLC	30	6,744	171.86	6,774	188.66	-0.44
Conning Inc.	25	4,347	171.84	4,372	188.70	-0.57
Cherry Creek Investment Advisors, Inc.	23	3,277	171.80	3,300	188.48	-0.70
Coastal Capital Group, Inc.	15	8	125.00	23	173.91	-65.22
USLB - Invesco Russell 1000 Low Beta Equal Weight ETF	9	80	175.00	89	191.01	-10.11
Accredited Investors Inc.	8	2,993	171.73	3,001	188.60	-0.27

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

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Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

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Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

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Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name