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	2,525	NaN	0.00	71.92
Previous Quarter	2,630	NaN	0.00	71.44

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	39	338	7	583	245	232
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	1	1	1	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Current Quarter	0	0	1	0	0	1
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	11	8	1	156	65	52
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	94,215,443	15.59	35.09	100,067,015	16.56	67.82
Previous Quarter	48,823,833	8.08	67.72	100,075,758	16.56	67.74

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
Vanguard Group Inc	50,858,055	67.72
VANGUARD GROUP INC	50,732,057
BlackRock Inc.	48,512,369	67.72
BlackRock Inc.	45,390,320
State Street Corp	35,209,877	67.72
Capital International Investors	34,562,381	67.72
Capital International Investors	34,455,334
STATE STREET CORP	34,440,202
Capital Research Global Investors	26,246,580	67.72
AMECX - INCOME FUND OF AMERICA Class A	22,531,077	70.73
AMRMX - AMERICAN MUTUAL FUND Class A	18,018,999	70.73
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	17,394,498	67.72
Capital World Investors	15,856,122	67.72
VFINX - Vanguard 500 Index Fund Investor Shares	13,202,407	67.72
Charles Schwab Investment Management Inc	10,852,150	67.72
CAIBX - CAPITAL INCOME BUILDER Class A	10,246,760	70.73
Geode Capital Management, Llc	10,014,278	67.53
ABALX - AMERICAN BALANCED FUND Class A	8,306,645	67.72
AIVSX - INVESTMENT CO OF AMERICA Class A	7,818,232	67.72
Northern Trust Corp	7,536,407	67.72

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
Vanguard Group Inc	50,858,055	67.72
BlackRock Inc.	48,512,369	67.72
State Street Corp	35,209,877	67.72
Capital International Investors	34,562,381	67.72
Capital Research Global Investors	26,246,580	67.72
AMECX - INCOME FUND OF AMERICA Class A	22,479,017	68.68
AMRMX - AMERICAN MUTUAL FUND Class A	17,465,840	68.68
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	17,394,498	67.72
Capital World Investors	15,856,122	67.72
VFINX - Vanguard 500 Index Fund Investor Shares	13,202,407	67.72
Charles Schwab Investment Management Inc	10,852,150	67.72
Geode Capital Management, Llc	10,014,278	67.53
CAIBX - CAPITAL INCOME BUILDER Class A	9,525,663	68.68
ABALX - AMERICAN BALANCED FUND Class A	8,306,645	67.72
AIVSX - INVESTMENT CO OF AMERICA Class A	7,818,232	67.72
Northern Trust Corp	7,536,407	67.72
Spdr S&p 500 Etf Trust	6,577,260	67.72
Bank Of America Corp /de/	6,227,105	67.72
FXAIX - Fidelity 500 Index Fund	6,202,766	67.43
AWSHX - WASHINGTON MUTUAL INVESTORS FUND Class A	5,472,708	68.68

Recent Quarter Analysis

Recent Quarter 39 New Institutes added position

Name	Shares	PPS
VANGUARD GROUP INC	50,732,057
BlackRock Inc.	45,390,320
Capital International Investors	34,455,334
STATE STREET CORP	34,440,202
Aurora Private Wealth, Inc.	167,238	0.04
HFCVX - Hennessy Cornerstone Value Fund Investor Class	94,600	70.73
Contravisory Investment Management, Inc.	89,698	75.45
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1	88,890	70.73
FBLEX - Fidelity Series Stock Selector Large Cap Value Fund	85,100	70.73
FUMIX - Fidelity SAI U.S. Momentum Index Fund	76,487	70.73
NMIAX - Columbia Large Cap Enhanced Core Fund Class A	25,000	69.84
AGAQX - 361 Global Long/Short Equity Fund Investor Class	19,407	70.75
CHGX - AXS Change Finance ESG ETF	16,766	70.74
WoodTrust Financial Corp	15,216	75.45
STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C	10,900	70.73
STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A	10,500	70.76
Moody National Bank Trust Division	8,365	75.43
FSLVX - Fidelity Stock Selector Large Cap Value Fund	4,300	70.70
Centennial Wealth Advisory LLC	4,023	75.57
Silverleafe Capital Partners, LLC	4,009	75.33

Recent Quarter 338 Institutes closed out their positions

Name	Shares	PPS
Bank Of America Corp /de/	6,227,105	67.72
Bank Of America Corp /de/	6,227,105	67.72
Goldman Sachs Group Inc	3,501,955	67.72
Goldman Sachs Group Inc	3,501,955	67.72
Credit Suisse Ag/	1,886,325	67.72
Raymond James & Associates	1,328,550	67.72
Barclays Plc	1,136,202	67.72
Two Sigma Investments, Lp	928,749	67.72
Two Sigma Investments, Lp	928,749	67.72
Hsbc Holdings Plc	824,505	67.75
Marshall Wace North America L.P.	801,495	59.82
Citigroup Inc	721,766	67.72
Bnp Paribas Arbitrage, Sa	686,495	67.72
Bnp Paribas Arbitrage, Sa	686,495	67.72
Raymond James Financial Services Advisors, Inc.	566,561	67.72
DGRW - WisdomTree U.S. Quality Dividend Growth Fund N/A	549,921	59.82
Group One Trading, L.p.	434,300	67.72
Balyasny Asset Management Llc	305,121	67.72
M&t Bank Corp	224,687	67.72
SPHQ - Invesco S&P 500 Quality ETF	215,261	61.80
Wolverine Trading, Llc	138,600	67.94
Capstone Investment Advisors, Llc	130,300	67.72
Hexavest Inc.	118,528	59.82
Cetera Investment Advisers	107,833	67.72
Sonora Investment Management, LLC	103,505	59.82
Optimal Asset Management, Inc.	79,714	59.83
SWDSX - Schwab Dividend Equity Fund	77,812	61.80
Capital Fund Management S.a.	70,500	67.72
B. Metzler seel. Sohn & Co. Holding AG	62,870	59.82
Tudor Investment Corp Et Al	54,378	67.71
NULV - Nuveen ESG Large-Cap Value ETF	44,043	61.80
FMEIX - Fidelity Mid Cap Enhanced Index Fund	36,561	61.76
MLVEX - BMO Low Volatility Equity Fund Class I	33,718	61.78
MLVIX - BMO Large-Cap Value Fund Class I	31,572	61.76
O'Shares Investment Advisers, LLC	30,734	67.71
First Midwest Bank Trust Division	29,265	67.38
HAP Trading, LLC	28,400	4.08
NorthCoast Asset Management LLC	27,197	59.82
BRUDX - MFS Blended Research Value Equity Fund A	25,472	61.75
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio	24,126	59.81
SZNE - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF	21,113	61.81
Twelve Points Wealth Management LLC	19,152	67.72
Ameritas Investment Corp	17,907	0.06
World Asset Management Inc	17,261	59.85
Lake Street Financial Llc	16,988	67.69
Magnolia Wealth Management, LLC	16,590	67.87
GCOW - Pacer Global Cash Cows Dividend ETF	15,861	61.79
IFP Advisors, Inc	15,154	72.19
FUNL - CornerCap Fundametrics Large-Cap ETF	14,572	59.84
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund)	14,472	59.84
HighPoint Advisor Group LLC	14,292	59.82
Kovack Advisors, Inc.	13,712	67.68
Nomura Holdings Inc	12,357	68.87
Keystone Financial Planning, Inc.	9,898	67.69
IBM Retirement Fund	9,746	67.72
Cascadia Advisory Services, LLC	9,442	59.84
HUSV - First Trust Horizon Managed Volatility Domestic ETF	9,423	61.76
AustralianSuper Pty Ltd	9,365	67.70
HighTower Trust Services, LTA	9,157	67.71
MGNDX - Praxis Growth Index Fund Class A	8,970	59.87
Two Sigma Securities, Llc	8,339	67.75
MVEIX - Monteagle Select Value Fund Institutional Class	7,950	67.42
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a)	7,837	59.84
Tyler-Stone Wealth Management	7,700	67.66
Mid Atlantic Financial Management Inc/adv	7,573	59.82
Carroll Financial Associates, Inc.	7,260	65.98
BKLC - BNY Mellon US Large Cap Core Equity ETF	7,229	61.83
SUVAX - PGIM QMA LARGE-CAP VALUE FUND Class A	6,100	61.80
Security National Trust Co	5,872	60.97
Country Club Trust Company, n.a.	5,162	67.03
New England Investment & Retirement Group, Inc.	4,805	59.73
VSL - Volshares Large Cap ETF	4,217	68.77
Farr Miller & Washington Llc/dc	4,090	59.90
Collective Family Office Llc	4,009	67.60
Qci Asset Management Inc/ny	3,856	59.91
Alliance Wealth Advisors, LLC	3,759	67.84
Carnegie Capital Asset Management, LLC	3,677	67.72
Maven Securities LTD	3,600	67.78
Berman Capital Advisors, LLC	3,336	59.65
MEMBERS Trust Co	3,199	67.52
Stonehearth Capital Management, LLC	3,027
Crescent Capital Consulting, LLC	2,531	67.17
Koshinski Asset Management, Inc.	1,862	67.67
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF	1,385	62.09
Asset Dedication, LLC	1,122	67.74
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)	949	60.06
Wealth Quarterback LLC	733
Bbva Usa	719	59.81
Gemmer Asset Management LLC	504	67.46
Reilly Financial Advisors, Llc	423	68.56
Stephenson National Bank & Trust	400	67.50
Tarbox Family Office, Inc.	212	66.04
Future Financial Wealth Managment LLC	200	70.00
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional	153	58.82
Psagot Investment House Ltd.	150	60.00
Heritage Wealth Management, Llc	87	57.47
Ulland Investment Advisors, LLC	65	61.54
Conrad Siegel Investment Advisors, Inc.	60	66.67
Meridian Wealth Partners, LLC
Magnetar Financial LLC
First Command Advisory Services, Inc.
DCUAX - DWS CROCI U.S. Fund Class A
Capital Bank & Trust Co
Duality Advisers, Lp
Tuttle Tactical Management LLC
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
Kiwi Wealth Investments Limited Partnership
Capitolis Advisors LLC
SPECX - Alger Spectra Fund Class A
Founders Financial Alliance, LLC
Personal Wealth Partners
Advisor Resource Council
Marino, Stram & Associates Llc
Godsey & Gibb Associates
Bp Plc
Optiver Holding B.V.
IMS Capital Management
NOLCX - Northern Large Cap Core Fund
CX Institutional
Savior LLC
Cypress Wealth Services, LLC
Paragon Wealth Strategies, LLC
FTLS - First Trust Long/Short Equity ETF
Alphasimplex Group, Llc
AVGIX - Vp Income & Growth Fund Class I
CHGX - Change Finance U.S. Large Cap Fossil Fuel Free ETF
Perennial Advisors, LLC
Weiss Asset Management LP
Banco Santander, S.A.
Twinbeech Capital Lp
Red Door Wealth Management, LLC
M&g Investment Management Ltd
Keel Point, LLC
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
Paradigm, Strategies in Wealth Management, LLC
Qube Research & Technologies Ltd
PKAIX - PIMCO RAE US Fund Institutional Class
Standard Family Office LLC
LEQAX - LoCorr Dynamic Equity Fund Class A
Jordan Park Group LLC
Avalon Advisors, Llc
Eubel Brady & Suttman Asset Management Inc
SPEDX - Alger Dynamic Opportunities Fund Class A
Beck Bode, LLC
Castellan Group, LLC
Gsa Capital Partners Llp
Princeton Global Asset Management LLC
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
TADS - Trend Aggregation Dividend Stock ETF
Calton & Associates, Inc.
Herold Advisors, Inc.
TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
Parthenon Llc
Kerntke Otto McGlone Wealth Management Group
Centiva Capital, LP
RAZAX - Multi-Asset Growth Strategy Fund Class A
Easterly Investment Partners Llc
Virtu Financial LLC
Transamerica Financial Advisors, Inc.
Clark Capital Management Group, Inc.
Arrowstreet Capital, Limited Partnership
Emerald Investment Partners, Llc
LCEAX - Invesco Diversified Dividend Fund Class A
Isthmus Partners, Llc
Aveo Capital Partners, LLC
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
Gluskin Sheff & Assoc Inc
Leverty Financial Group, LLC
Cordasco Financial Network
Elmwood Wealth Management, Inc.
Ahl Investment Management, Inc.
Cullen Capital Management, LLC
Elm Advisors, Llc
Gerber Kawasaki Wealth & Investment Management
Walleye Capital LLC
Matrix Asset Advisors Inc/ny
Arkadios Wealth Advisors
Blueshift Asset Management, LLC
Stonnington Group, Llc
BCJ Capital Management, LLC
Phoenix Wealth Advisors
Meitav Dash Investments Ltd
Park National Corp /oh/
Ergoteles LLC
Maverick Capital Ltd
Glynn Capital Management Llc
Campbell & CO Investment Adviser LLC
USAdvisors Wealth Management, LLC
Agf Investments Inc.
Mcdonald Partners Llc
PQIIX - PIMCO Dividend and Income Fund Institutional Class
Aries Wealth Management
Kehrs Ridge Capital,LLC
CSM - ProShares Large Cap Core Plus
William Allan, Llc
Atom Investors LP
StoneX Group Inc.
Corbenic Partners LLC
Nicola Wealth Management Ltd.
Atlas Private Wealth Advisors
Westwood Holdings Group Inc
Occudo Quantitative Strategies Lp
Miller Howard Investments Inc /ny
IMSIX - IMS Strategic Income Fund Institutional Class Shares
FSMMX - FS Multi-Strategy Alternatives Fund Class A
Syverson Strege & Co
C2C Wealth Management, LLC
Texas Capital Bank Wealth Management Services Inc
First Heartland Consultants, Inc.
Infini Master Fund
Riverwater Partners LLC
Pensionfund DSM Netherlands
Hrt Financial Lp
Wakefield Asset Management LLLP
Hancock Whitney Investment Services Inc.
Cahill Financial Advisors Inc
Moisand Fitzgerald Tamayo, LLC
RLSIX - RiverPark Long/Short Opportunity Fund Institutional Class
Consolidated Planning Corp
RPG Investment Advisory, LLC
Sofos Investments, Inc.
State of Wyoming
Eukles Asset Management
DEF - Invesco Defensive Equity ETF
Lombard Odier Asset Management (Switzerland) SA
CWA Asset Management Group, LLC
Frisch Financial Group, Inc.
Echo Street Capital Management LLC
Private Capital Management Llc
Proffitt & Goodson Inc
Delta Asset Management Llc/tn
Baker Avenue Asset Management, LP
Element Capital Management Llc
Ilmarinen Mutual Pension Insurance Co
Stamos Capital Partners, L.p.
GAAVX - GMO Alternative Allocation Fund Class VI
Aigen Investment Management, Lp
6 Meridian
Quantitative Systematic Strategies LLC
Marshall Financial Group LLC
Ironwood Financial, llc
Claybrook Capital, LLC
RMYAX - Multi-Strategy Income Fund Class A
BIGRX - Income & Growth Fund Investor Class
PRW Wealth Management LLC
Arlington Partners LLC
Alps Advisors Inc
Liberty Wealth Management Llc
Pegasus Partners Ltd.
Capital Advisors, Ltd. LLC
Eagle Ridge Investment Management
Taylor, Cottrill, Erickson & Associates, Inc.
FORA Capital, LLC
Main Street Financial Solutions, LLC
MUFG Securities EMEA plc
DWSH - AdvisorShares Dorsey Wright Short ETF
DURPX - U.S. High Relative Profitability Portfolio Institutional Class
Arabesque Asset Management Ltd
Bluefin Capital Management, Llc
Westshore Wealth, LLC
Brightworth
Prelude Capital Management, Llc
TD Capital Management LLC
Pacitti Group Inc.
Balentine LLC
Harvest Investment Services, LLC
Norges Bank
Guidance Point Advisors, LLC
Old Mission Capital Llc
AXS Investments LLC
Kore Private Wealth LLC
SMSAX - SIMT Multi-Strategy Alternative Fund Class F
Wealth Advisors of Tampa Bay, LLC
Cornerstone Advisory, LLC
Institutional & Family Asset Management, Llc
QDEF - FlexShares Quality Dividend Defensive Index Fund
Brown Advisory Securities, LLC
Aurora Investment Counsel
First Personal Financial Services
Amplius Wealth Advisors, LLC
Penobscot Investment Management Company, Inc.
GAOAX - JPMorgan Global Allocation Fund Class A
Jag Capital Management, Llc
Sirios Capital Management L P
Point72 Asset Management, L.P.
Krs Capital Management, Llc
Investors Financial Group, LLC
Court Place Advisors, LLC
Chilton Capital Management Llc
Terril Brothers, Inc.
Advisors Preferred, LLC
Heritage Wealth Advisors
NuWave Investment Management, LLC
Fsb Premier Wealth Management, Inc.
Siena Capital Llc
AMP Capital Investors Ltd
VFLQ - Vanguard U.S. Liquidity Factor ETF ETF Shares
Richwood Investment Advisors, LLC
CoreCap Advisors, LLC
CenterStar Asset Management, LLC
Eagle Bay Advisors LLC
Ramsay, Stattman, Vela & Price, Inc.
Corundum Group, Inc.
Total Clarity Wealth Management, Inc.
Sowell Financial Services LLC
BFOR - Barron's 400 ETF
Firestone Capital Management
GFSYX - Strategic Alternatives Fund Institutional
Absolute Capital Management, LLC
Aureus Asset Management, LLC
Mirabella Financial Services Llp
Essex Private Wealth Management, LLC
Weaver C. Barksdale & Associates, Inc.
Kowal Investment Group, LLC
Stelac Advisory Services LLC
Shore Point Advisors, LLC
Alkeon Capital Management Llc
Clarity Financial LLC
GDMYX - Defensive Market Strategies Fund Institutional
TAP Consulting, LLC
Blue Bell Private Wealth Management, Llc
Henrickson Nauta Wealth Advisors, Inc.
Itau Unibanco Holding S.A.
Old North State Trust, LLC
PFG Advisors
Parallax Volatility Advisers, L.P.
Cassady Schiller Wealth Management, LLC
Engine No. 1 Llc
Parallax Volatility Advisers, L.P.
D'Orazio & Associates, Inc.
DQIAX - BNY Mellon Equity Income Fund Class A
Resolute Advisors LLC
Industrial Alliance Investment Management Inc.
Eqis Capital Management, Inc.
Meadow Creek Wealth Advisors Llc
Evolution Wealth Advisors, LLC
TrimTabs Asset Management, LLC

Recent Quarter 7 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Lion Street Advisors, LLC	1,541,522	61.80	1,519,674	67.72
SVYAX - SIIT U.S. Managed Volatility Fund - Class A	144,700	67.43	69,818	67.43
Farmers & Merchants Trust Co of Chambersburg PA	16,861	0.06	16,540	0.06
Enhancing Capital LLC	14,900	67.38	14,900	67.72
Westside Investment Management, Inc.	456	15.35	370	18.92
FEUS - FlexShares ESG & Climate US Large Cap Core Index Fund	319	72.10	54	74.07
NULC - Nuveen ESG Large-Cap ETF	2		17	58.82

Recent Quarter 583 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
AMECX - INCOME FUND OF AMERICA Class A	22,531,077	70.73	22,479,017	68.68
AMRMX - AMERICAN MUTUAL FUND Class A	18,018,999	70.73	17,465,840	68.68
CAIBX - CAPITAL INCOME BUILDER Class A	10,246,760	70.73	9,525,663	68.68
AWSHX - WASHINGTON MUTUAL INVESTORS FUND Class A	5,465,407	70.73	5,472,708	68.68
DVY - iShares Select Dividend ETF	3,537,284	70.73	3,579,823	68.68
VYM - Vanguard High Dividend Yield Index Fund ETF Shares	2,371,642	70.73	2,394,689	68.68
Dfa Investment Trust Co - The U.s. Large Cap Value Series	2,009,243	70.73	1,929,641	68.68
Cooke & Bieler Lp	1,995,642	75.45	2,489,172	67.72
USMV - iShares Edge MSCI Min Vol USA ETF	1,653,565	70.73	1,655,503	68.68
Allspring Global Investments Holdings, LLC	1,244,926	75.45	1,200,888	67.72
SVAAX - Federated Strategic Value Dividend Fund Class A Shares	1,242,825	70.73	2,449,800	68.68
SWPPX - Schwab S&P 500 Index Fund	1,092,811	70.73	1,072,027	68.68
RSP - Invesco S&P 500 Equal Weight ETF	1,043,017	70.73	1,015,809	68.68
HDV - iShares Core High Dividend ETF	951,039	70.73	0
Truist Financial Corp	674,408	75.45	703,060	67.72
VASVX - Vanguard Selected Value Fund Investor Shares	649,600	70.73	649,600	68.68
Welch Group, LLC	623,817	75.45	618,462	67.72
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class	588,402	70.73	588,402	68.68
Strs Ohio	576,372	75.45	718,270	67.72
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class	543,221	70.73	493,735	68.68

Recent Quarter 245 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
HDV - iShares Core High Dividend ETF	951,039	951,039	70.73	0		0.00
CAIBX - CAPITAL INCOME BUILDER Class A	721,097	10,246,760	70.73	9,525,663	68.68	7.57
AMRMX - AMERICAN MUTUAL FUND Class A	553,159	18,018,999	70.73	17,465,840	68.68	3.17
SUSA - iShares MSCI USA ESG Select ETF	198,662	531,079	70.73	332,417	68.68	59.76
RGLGX - American Funds Global Insight Fund Class R-6	113,457	277,457	70.73	164,000	68.68	69.18
PBJ - Invesco Dynamic Food & Beverage ETF	105,034	212,925	70.73	107,891	68.68	97.35
AUIAX - AB EQUITY INCOME FUND INC Class A	88,300	148,530	69.85	60,230	67.42	146.60
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund	83,166	90,371	70.73	7,205	68.70	1154.28
Dfa Investment Trust Co - The U.s. Large Cap Value Series	79,602	2,009,243	70.73	1,929,641	68.68	4.13
IYK - iShares U.S. Consumer Goods ETF	79,237	338,839	70.73	259,602	68.68	30.52
SVYAX - SIIT U.S. Managed Volatility Fund - Class A	74,882	144,700	67.43	69,818	67.43	107.25
Oregon Public Employees Retirement Fund	68,203	116,875	75.45	48,672	67.72	140.13
FXG - First Trust Consumer Staples AlphaDEX Fund	61,995	180,074	70.73	118,079	68.68	52.50
AMECX - INCOME FUND OF AMERICA Class A	52,060	22,531,077	70.73	22,479,017	68.68	0.23
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class	49,486	543,221	70.73	493,735	68.68	10.02
Allspring Global Investments Holdings, LLC	44,038	1,244,926	75.45	1,200,888	67.72	3.67
Raymond James Trust N.a.	43,543	146,832	75.45	103,289	67.71	42.16
State of Alaska, Department of Revenue	40,910	125,711	75.44	84,801	67.71	48.24
RHS - Invesco S&P 500 Equal Weight Consumer Staples ETF	39,092	268,547	70.73	229,455	68.68	17.04
Franklin Street Advisors Inc /nc	37,377	92,140	75.45	54,763	67.73	68.25

Recent Quarter 232 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
SVAAX - Federated Strategic Value Dividend Fund Class A Shares	1,206,975	1,242,825	70.73	2,449,800	68.68	-49.27
Aaron Wealth Advisors LLC	599,750	9,797	75.43	609,547	14.77	-98.39
Cooke & Bieler Lp	493,530	1,995,642	75.45	2,489,172	67.72	-19.83
Strs Ohio	141,898	576,372	75.45	718,270	67.72	-19.76
SGMAX - SIIT Global Managed Volatility Fund Class A	110,156	47,244	67.44	157,400	67.43	-69.98
Bell Bank	98,329	3,105	75.36	101,434	67.72	-96.94
RETSX - Tax-Managed U.S. Large Cap Fund Class S	97,089	30,682	70.73	127,771	68.68	-75.99
USGRX - Growth & Income Fund Shares	78,260	29,423	70.73	107,683	68.68	-72.68
Waypoint Capital Advisors, LLC	73,990	77,217	75.45	151,207	67.72	-48.93
DVY - iShares Select Dividend ETF	42,539	3,537,284	70.73	3,579,823	68.68	-1.19
TOK - iShares MSCI Kokusai ETF	42,261	2,075	70.84	44,336	68.68	-95.32
Manning & Napier Group, LLC	41,614	220,400	75.45	262,014	67.72	-15.88
FLCPX - Fidelity SAI U.S. Large Cap Index Fund	39,658	199,803	70.73	239,461	68.68	-16.56
Brinker Capital Investments, LLC	34,919	8,493	75.47	43,412	67.72	-80.44
Private Advisor Group, LLC	31,873	182,482	75.45	214,355	67.72	-14.87
DGEFX - Destinations Equity Income Fund Class I	30,975	27,990	69.85	58,965	67.43	-52.53
Truist Financial Corp	28,652	674,408	75.45	703,060	67.72	-4.08
FTA - First Trust Large Cap Value AlphaDEX Fund	28,061	66,168	70.73	94,229	68.68	-29.78
Clean Yield Group	26,242	59,600	75.45	85,842	67.72	-30.57
DnB Asset Management AS	24,659	191,092	75.45	215,751	67.72	-11.43

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 1 New Institutes added Short Position

Name
NLSAX - Neuberger Berman Long Short Fund Class A

Recent Quarter 1 Previous Institutes closed Put Positions

Name	Previous Puts
Parallax Volatility Advisers, L.P.	0

Recent Quarter 1 Previous Institutes closed Call Positions

Name	Previous Calls
Alkeon Capital Management Llc	0

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
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class

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 1 Institutes Reduced Short Positions

Name
JMNAX - JPMorgan Research Market Neutral Fund Class A

Past Week Analysis

Past Week 11 New Institutes added position

Name	Shares	PPS
Aurora Private Wealth, Inc.	167,238	0.04
NMIAX - Columbia Large Cap Enhanced Core Fund Class A	25,000	69.84
WoodTrust Financial Corp	15,216	75.45
Parametrica Management Ltd	3,883	75.71
CFO4Life Group, LLC	2,749	73.85
Cherry Creek Investment Advisors, Inc.	2,696	75.30
Ledge Wealth Management, Inc.	2,678	75.43
Trilogy Capital Inc.	2,665	75.42
LS Investment Advisors, LLC	836	75.36
Steward Financial Group LLC	174	74.71
Morton Brown Family Wealth, LLC	73	82.19

Past Week 8 Institutes closed out their positions

Name	Shares	PPS
Magnolia Wealth Management, LLC	16,590	67.87
Ulland Investment Advisors, LLC	65	61.54
Gemmer Asset Management LLC	504	67.46
Alliance Wealth Advisors, LLC	3,759	67.84
HighTower Trust Services, LTA	9,157	67.71
IBM Retirement Fund	9,746	67.72
Conrad Siegel Investment Advisors, Inc.	60	66.67
O'Shares Investment Advisers, LLC	30,734	67.71

Past Week 1 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Enhancing Capital LLC	14,900	67.38	14,900	67.72

Past Week 156 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cooke & Bieler Lp	1,995,642	75.45	2,489,172	67.72
Allspring Global Investments Holdings, LLC	1,244,926	75.45	1,200,888	67.72
Truist Financial Corp	674,408	75.45	703,060	67.72
Welch Group, LLC	623,817	75.45	618,462	67.72
Strs Ohio	576,372	75.45	718,270	67.72
SCHX - Schwab U.S. Large-Cap ETF	470,413	69.85	491,898	67.43
KDHAX - DWS CROCI Equity Dividend Fund Class A	337,377	69.85	359,340	67.43
SCHB - Schwab U.S. Broad Market ETF	305,515	69.85	304,616	67.43
SCHV - Schwab U.S. Large-Cap Value ETF	281,939	69.85	278,396	67.43
FNDX - Schwab Fundamental U.S. Large Company Index ETF	239,794	69.85	217,307	67.43
Boston Trust Walden Corp	148,673	75.45	139,882	67.72
AUIAX - AB EQUITY INCOME FUND INC Class A	148,530	69.85	60,230	67.42
Accredited Investors Inc.	129,276	75.45	126,895	67.72
CZMVX - Multi-Manager Value Strategies Fund Institutional Class	125,849	69.85	145,087	67.43
Oregon Public Employees Retirement Fund	116,875	75.45	48,672	67.72
Wbi Investments, Inc.	94,780	73.19	62,319	66.16
MLVAX - MFS Low Volatility Equity Fund A	91,443	69.85	106,012	67.43
Toth Financial Advisory Corp	89,547	75.45	83,882	67.71
Welch & Forbes Llc	88,713	75.46	88,978	67.72
Wealthfront Advisers Llc	85,993	75.45	84,915	67.71
Regions Financial Corp	85,063	75.45	87,238	67.72
Umb Bank N A/mo	61,094	75.44	64,489	67.72
Hartford Investment Management Co	58,555	75.45	57,708	67.72
NEIAX - Columbia Large Cap Index Fund Class A	57,267	69.85	56,095	67.42
MVGAX - MFS Low Volatility Global Equity Fund A	52,986	69.85	53,419	67.43
Shufro Rose & Co Llc	43,647	75.45	43,947	67.72
Rnc Capital Management Llc	42,464	75.45	42,783	67.71
Spire Wealth Management	39,162	75.46	37,513	67.71
Old National Bancorp /in/	38,573	75.47	1,852	67.49
Louisiana State Employees Retirement System	38,100	74.36	38,100	72.83
PBUS - Invesco PureBeta MSCI USA ETF	37,886	69.84	37,068	67.42
Culbertson A N & Co Inc	36,605	75.43	33,355	67.70
Geneos Wealth Management Inc.	36,533	75.77	35,920	67.71
Coastline Trust Co	36,505	75.47	39,135	67.71
Exeter Financial, LLC	35,950	75.44	36,091	67.72
First City Capital Management, Inc.	34,526	75.45	34,526	67.72
New Mexico Educational Retirement Board	33,412	75.45	35,112	67.73
SCHK - Schwab 1000 Index ETF	33,273	69.85	32,434	67.43
RWL - Invesco S&P 500 Revenue ETF	30,110	69.84	25,203	67.41
Intelligence Driven Advisers, LLC	28,751	76.21	28,742	69.76
DGEFX - Destinations Equity Income Fund Class I	27,990	69.85	58,965	67.43
Green Square Capital Advisors Llc	26,802	75.44	26,263	67.74
44 Wealth Management Llc	25,878	75.43	23,222	67.74
Guyasuta Investment Advisors Inc	25,460	75.45	25,460	67.71
Trust Co Of Vermont	24,218	75.44	21,978	67.70
Hnp Capital Llc	22,285	75.43	5,250	67.81
Stratos Wealth Partners, LTD.	21,758	75.47	20,733	67.72
Tower Bridge Advisors	21,180	75.45	21,180	67.71
GSB Wealth Management, LLC	20,452	75.44	21,759	67.74
Sumitomo Life Insurance Co	18,742	75.45	18,127	67.74
First Bank & Trust	17,844	75.43	1,440	68.06
Cornell Pochily Investment Advisors, Inc.	17,132	75.47	17,127	67.73
Jmac Enterprises Llc	17,067	75.47	17,157	67.73
KG&L Capital Management,LLC	17,006	75.44	21,042	67.72
Highview Capital Management LLC/DE/	16,885	75.45	16,988	67.69
Schrum Private Wealth Management LLC	16,123	75.42	16,222	70.15
BRWAX - MFS Blended Research Growth Equity Fund A	15,108	69.83	14,507	67.42
Stratos Wealth Advisors, LLC	14,364	75.47	14,980	67.69
Lee Danner & Bass Inc	14,315	75.45	14,415	67.71
Cubic Asset Management, LLC	14,150	75.48	14,150	67.70
JNBA Financial Advisors	14,068	75.42	14,749	67.73
Spinnaker Trust	13,873	75.47	11,599	67.68
Derbend Asset Management	13,765	75.48	18,215	67.36
Wedbush Securities Inc	13,576	75.43	12,592	67.74
Lakeview Capital Partners, LLC	13,263	75.47	13,263	67.71
Excalibur Management Corp	13,160	75.46	14,580	67.70
VHDAX - Voya U.S. High Dividend Low Volatility Fund Class A	12,647	69.82	14,838	67.46
Cadence Bank Na	12,076	75.44	12,076	67.65
COPLX - Copley Fund Inc /nv/	11,695	69.86	11,695	67.46
Howland Capital Management Llc	11,387	75.44	10,687	67.75
Granite Investment Partners, LLC	10,120	75.49	10,120	67.69
American Assets Investment Management, LLC	10,000	75.50	10,000	67.70
Aaron Wealth Advisors LLC	9,797	75.43	609,547	14.77
TFG Advisers LLC	9,568	75.46	8,260	67.68
FNDB - Schwab Fundamental U.S. Broad Market Index ETF	9,140	69.80	8,714	67.48
Exchange Traded Concepts, Llc	8,942	75.49	9,273	67.72
Brandywine Oak Private Wealth Llc	8,800	75.34	8,796	67.64
Chicago Capital, LLC	8,712	75.41	8,712	67.72
Conning Inc.	8,428	75.46	8,481	67.68
Capital Investment Advisory Services, LLC	8,421	75.41	8,907	67.70
New England Research & Management, Inc.	8,175	75.47	18,963	67.71
Founders Capital Management, Llc	8,000	75.50	8,000	67.75
Everett Harris & Co /ca/	7,896	75.48	5,436	67.70
Foster Group, Inc.	7,378	75.49	7,309	67.72
Willner & Heller, Llc	7,224	75.44	7,119	67.43
PMSAX - Global Multi-Strategy Fund Class A	7,209	69.91	1,301	67.64
Congress Park Capital LLC	6,800	75.44	6,800	67.65
Sequoia Financial Advisors, LLC	6,484	75.42	5,867	67.67
Geneva Partners, LLC	6,453	75.47	6,603	67.70
Rice Partnership, LLC	6,333	75.48	6,979	67.77
Savant Capital, LLC	6,192	75.42	5,543	67.65
Autus Asset Management, LLC	6,180	75.40	6,109	67.77
WASHINGTON TRUST Co	6,017	75.45	6,017	67.81
Center For Asset Management LLC	5,925	75.44	5,317	67.71
Stewart & Patten Co Llc	5,705	75.37	5,705	67.66
Courier Capital Llc	5,220	75.48	5,250	67.81
Ami Asset Management Corp	5,077	75.44	5,466	67.69
Retirement Guys Formula Llc	5,050	75.45	3,842	67.67
Institute for Wealth Management, LLC.	4,974	75.39	4,974	67.75
Eastern Bank	4,960	75.40	5,006	67.72
Loveless Wealth Management LLC	4,895	75.38	4,715	67.66
Ziegler Capital Management, LLC	4,835	75.49	3,980	67.84
Dixon Hubard Feinour & Brown Inc/va	4,788	75.40	4,788	67.67
Campion Asset Management LLC	4,740	75.53	4,740	67.72
Successful Portfolios LLC	4,708	75.40	4,717	67.63
Charter Oak Capital Management, LLC	4,701	75.52	4,701	67.43
Bank Julius Baer & Co. Ltd, Zurich	4,650	75.48	4,641	67.66
Blossom Wealth Management	4,410	75.51	4,410	67.80
DLCFX - Destinations Large Cap Equity Fund Class I	4,366	69.86	4,728	67.47
Mountain Pacific Investment Advisers Inc/id	4,302	75.55	4,302	67.64
BKD Wealth Advisors, LLC	4,203	75.42	4,550	67.69
Aevitas Wealth Management, Inc.	4,081	75.47	4,074	67.75
Hartford Financial Management Inc.	4,000	75.50	4,000	67.75
SPFIX - S&P 500 Index Fund Direct Shares	3,992	69.89	3,992	67.38
Alpha Cubed Investments, LLC	3,931	75.55	4,100	67.80
Baxter Bros Inc	3,900	75.38	3,900	67.69
GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares	3,865	69.86	3,865	67.53
Atlantic Union Bankshares Corp	3,860	75.39	3,960	67.68
Bank Of Stockton	3,755	75.37	3,755	67.64
CRA Financial Services, LLC	3,731	75.31	3,724	67.67
Bogart Wealth, LLC	3,645	75.45	2,932	67.87
Grimes & Company, Inc.	3,450	75.36	3,398	67.69
Means Investment Co., Inc.	3,420	75.44	3,395	67.75
Arrow Financial Corp	3,370	75.67	3,445	67.92
Pathway Financial Advisors LLC	3,326	75.47	3,326	67.65
First Hawaiian Bank	3,324	75.51	0
PrairieView Partners, LLC	3,308	75.57	3,308	67.71
Woodley Farra Manion Portfolio Management Inc	3,208	75.44	3,208	67.64
SignalPoint Asset Management, LLC	3,063	75.42	3,063	67.58
Grant/GrossMendelsohn, LLC	3,003	75.59	2,993	71.17
IUS - Invesco RAFI(TM) Strategic US ETF	2,984	69.71	4,736	67.36
SNS Financial Group, LLC	2,965	75.55	0
Segment Wealth Management, LLC	2,736	75.29	3,117	67.69
Sandy Spring Bank	2,644	75.26	2,419	67.80
Delaware Enhanced Global Dividend & Income Fund	2,500	70.00	3,100	67.42
Sawyer & Company, Inc	2,210	75.57	2,625	67.81
Atwood & Palmer Inc	1,636	75.18	1,676	67.42
Investors Research Corp	1,312	75.46	1,312	67.84
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. Class A	1,305	69.73	1,305	67.43
Maryland Capital Advisors Inc.	1,300	75.38	1,100	67.27
Endurance Wealth Management, Inc.	1,295	75.68	1,295	67.95
Hexagon Capital Partners LLC	1,030	75.73	780	67.95
Byrne Asset Management LLC	950	75.79	1,100	67.27
First Command Bank	815	74.85	615	68.29
First Command Financial Services, Inc.	815	74.85	615	68.29
BCR Wealth Strategies, LLC	679	75.11	332	66.27
Ogorek Anthony Joseph /ny/ /adv	450	73.33	450	66.67
Canton Hathaway, LLC	380	76.32	0
American Research & Management Co.	325	76.92	325	67.69
Washington Trust Advisors, Inc.	320	75.00	320	68.75
Central Bank & Trust Co	300	76.67	300	66.67
USLB - Invesco Russell 1000 Low Beta Equal Weight ETF	289	69.20	318	66.04
HBC Financial Services, PLLC	240	75766.67	239	71037.66
Private Ocean, LLC	205	73.17	205	68.29
Costello Asset Management, INC	92	76.09	92	65.22
Tradewinds Capital Management, LLC	25	80.00	300	66.67

Past Week 65 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
AUIAX - AB EQUITY INCOME FUND INC Class A	88,300	148,530	69.85	60,230	67.42	146.60
Oregon Public Employees Retirement Fund	68,203	116,875	75.45	48,672	67.72	140.13
Allspring Global Investments Holdings, LLC	44,038	1,244,926	75.45	1,200,888	67.72	3.67
Old National Bancorp /in/	36,721	38,573	75.47	1,852	67.49	1982.78
Wbi Investments, Inc.	32,461	94,780	73.19	62,319	66.16	52.09
FNDX - Schwab Fundamental U.S. Large Company Index ETF	22,487	239,794	69.85	217,307	67.43	10.35
Hnp Capital Llc	17,035	22,285	75.43	5,250	67.81	324.48
First Bank & Trust	16,404	17,844	75.43	1,440	68.06	1139.17
Boston Trust Walden Corp	8,791	148,673	75.45	139,882	67.72	6.28
PMSAX - Global Multi-Strategy Fund Class A	5,908	7,209	69.91	1,301	67.64	454.11
Toth Financial Advisory Corp	5,665	89,547	75.45	83,882	67.71	6.75
Welch Group, LLC	5,355	623,817	75.45	618,462	67.72	0.87
RWL - Invesco S&P 500 Revenue ETF	4,907	30,110	69.84	25,203	67.41	19.47
SCHV - Schwab U.S. Large-Cap Value ETF	3,543	281,939	69.85	278,396	67.43	1.27
First Hawaiian Bank	3,324	3,324	75.51	0		0.00
Culbertson A N & Co Inc	3,250	36,605	75.43	33,355	67.70	9.74
SNS Financial Group, LLC	2,965	2,965	75.55	0		0.00
44 Wealth Management Llc	2,656	25,878	75.43	23,222	67.74	11.44
Everett Harris & Co /ca/	2,460	7,896	75.48	5,436	67.70	45.25
Accredited Investors Inc.	2,381	129,276	75.45	126,895	67.72	1.88
Spinnaker Trust	2,274	13,873	75.47	11,599	67.68	19.61
Trust Co Of Vermont	2,240	24,218	75.44	21,978	67.70	10.19
Spire Wealth Management	1,649	39,162	75.46	37,513	67.71	4.40
TFG Advisers LLC	1,308	9,568	75.46	8,260	67.68	15.84
Retirement Guys Formula Llc	1,208	5,050	75.45	3,842	67.67	31.44
NEIAX - Columbia Large Cap Index Fund Class A	1,172	57,267	69.85	56,095	67.42	2.09
Wealthfront Advisers Llc	1,078	85,993	75.45	84,915	67.71	1.27
Stratos Wealth Partners, LTD.	1,025	21,758	75.47	20,733	67.72	4.94
Wedbush Securities Inc	984	13,576	75.43	12,592	67.74	7.81
SCHB - Schwab U.S. Broad Market ETF	899	305,515	69.85	304,616	67.43	0.30
Ziegler Capital Management, LLC	855	4,835	75.49	3,980	67.84	21.48
Hartford Investment Management Co	847	58,555	75.45	57,708	67.72	1.47
SCHK - Schwab 1000 Index ETF	839	33,273	69.85	32,434	67.43	2.59
PBUS - Invesco PureBeta MSCI USA ETF	818	37,886	69.84	37,068	67.42	2.21
Bogart Wealth, LLC	713	3,645	75.45	2,932	67.87	24.32
Howland Capital Management Llc	700	11,387	75.44	10,687	67.75	6.55
Savant Capital, LLC	649	6,192	75.42	5,543	67.65	11.71
Sequoia Financial Advisors, LLC	617	6,484	75.42	5,867	67.67	10.52
Sumitomo Life Insurance Co	615	18,742	75.45	18,127	67.74	3.39
Geneos Wealth Management Inc.	613	36,533	75.77	35,920	67.71	1.71
Center For Asset Management LLC	608	5,925	75.44	5,317	67.71	11.44
BRWAX - MFS Blended Research Growth Equity Fund A	601	15,108	69.83	14,507	67.42	4.14
Green Square Capital Advisors Llc	539	26,802	75.44	26,263	67.74	2.05
FNDB - Schwab Fundamental U.S. Broad Market Index ETF	426	9,140	69.80	8,714	67.48	4.89
Canton Hathaway, LLC	380	380	76.32	0		0.00
BCR Wealth Strategies, LLC	347	679	75.11	332	66.27	104.52
Hexagon Capital Partners LLC	250	1,030	75.73	780	67.95	32.05
Sandy Spring Bank	225	2,644	75.26	2,419	67.80	9.30
First Command Financial Services, Inc.	200	815	74.85	615	68.29	32.52
Maryland Capital Advisors Inc.	200	1,300	75.38	1,100	67.27	18.18
First Command Bank	200	815	74.85	615	68.29	32.52
Loveless Wealth Management LLC	180	4,895	75.38	4,715	67.66	3.82
Willner & Heller, Llc	105	7,224	75.44	7,119	67.43	1.47
Autus Asset Management, LLC	71	6,180	75.40	6,109	67.77	1.16
Foster Group, Inc.	69	7,378	75.49	7,309	67.72	0.94
Grimes & Company, Inc.	52	3,450	75.36	3,398	67.69	1.53
Means Investment Co., Inc.	25	3,420	75.44	3,395	67.75	0.74
Grant/GrossMendelsohn, LLC	10	3,003	75.59	2,993	71.17	0.33
Bank Julius Baer & Co. Ltd, Zurich	9	4,650	75.48	4,641	67.66	0.19
Intelligence Driven Advisers, LLC	9	28,751	76.21	28,742	69.76	0.03
CRA Financial Services, LLC	7	3,731	75.31	3,724	67.67	0.19
Aevitas Wealth Management, Inc.	7	4,081	75.47	4,074	67.75	0.17
Cornell Pochily Investment Advisors, Inc.	5	17,132	75.47	17,127	67.73	0.03
Brandywine Oak Private Wealth Llc	4	8,800	75.34	8,796	67.64	0.05
HBC Financial Services, PLLC	1	240	75766.67	239	71037.66	0.42

Past Week 52 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Aaron Wealth Advisors LLC	599,750	9,797	75.43	609,547	14.77	-98.39
Cooke & Bieler Lp	493,530	1,995,642	75.45	2,489,172	67.72	-19.83
Strs Ohio	141,898	576,372	75.45	718,270	67.72	-19.76
DGEFX - Destinations Equity Income Fund Class I	30,975	27,990	69.85	58,965	67.43	-52.53
Truist Financial Corp	28,652	674,408	75.45	703,060	67.72	-4.08
KDHAX - DWS CROCI Equity Dividend Fund Class A	21,963	337,377	69.85	359,340	67.43	-6.11
SCHX - Schwab U.S. Large-Cap ETF	21,485	470,413	69.85	491,898	67.43	-4.37
CZMVX - Multi-Manager Value Strategies Fund Institutional Class	19,238	125,849	69.85	145,087	67.43	-13.26
MLVAX - MFS Low Volatility Equity Fund A	14,569	91,443	69.85	106,012	67.43	-13.74
New England Research & Management, Inc.	10,788	8,175	75.47	18,963	67.71	-56.89
Derbend Asset Management	4,450	13,765	75.48	18,215	67.36	-24.43
KG&L Capital Management,LLC	4,036	17,006	75.44	21,042	67.72	-19.18
Umb Bank N A/mo	3,395	61,094	75.44	64,489	67.72	-5.26
Coastline Trust Co	2,630	36,505	75.47	39,135	67.71	-6.72
VHDAX - Voya U.S. High Dividend Low Volatility Fund Class A	2,191	12,647	69.82	14,838	67.46	-14.77
Regions Financial Corp	2,175	85,063	75.45	87,238	67.72	-2.49
IUS - Invesco RAFI(TM) Strategic US ETF	1,752	2,984	69.71	4,736	67.36	-36.99
New Mexico Educational Retirement Board	1,700	33,412	75.45	35,112	67.73	-4.84
Excalibur Management Corp	1,420	13,160	75.46	14,580	67.70	-9.74
GSB Wealth Management, LLC	1,307	20,452	75.44	21,759	67.74	-6.01
JNBA Financial Advisors	681	14,068	75.42	14,749	67.73	-4.62
Rice Partnership, LLC	646	6,333	75.48	6,979	67.77	-9.26
Stratos Wealth Advisors, LLC	616	14,364	75.47	14,980	67.69	-4.11
Delaware Enhanced Global Dividend & Income Fund	600	2,500	70.00	3,100	67.42	-19.35
Capital Investment Advisory Services, LLC	486	8,421	75.41	8,907	67.70	-5.46
MVGAX - MFS Low Volatility Global Equity Fund A	433	52,986	69.85	53,419	67.43	-0.81
Sawyer & Company, Inc	415	2,210	75.57	2,625	67.81	-15.81
Ami Asset Management Corp	389	5,077	75.44	5,466	67.69	-7.12
Segment Wealth Management, LLC	381	2,736	75.29	3,117	67.69	-12.22
DLCFX - Destinations Large Cap Equity Fund Class I	362	4,366	69.86	4,728	67.47	-7.66
BKD Wealth Advisors, LLC	347	4,203	75.42	4,550	67.69	-7.63
Exchange Traded Concepts, Llc	331	8,942	75.49	9,273	67.72	-3.57
Rnc Capital Management Llc	319	42,464	75.45	42,783	67.71	-0.75
Shufro Rose & Co Llc	300	43,647	75.45	43,947	67.72	-0.68
Tradewinds Capital Management, LLC	275	25	80.00	300	66.67	-91.67
Welch & Forbes Llc	265	88,713	75.46	88,978	67.72	-0.30
Alpha Cubed Investments, LLC	169	3,931	75.55	4,100	67.80	-4.12
Byrne Asset Management LLC	150	950	75.79	1,100	67.27	-13.64
Geneva Partners, LLC	150	6,453	75.47	6,603	67.70	-2.27
Exeter Financial, LLC	141	35,950	75.44	36,091	67.72	-0.39
Highview Capital Management LLC/DE/	103	16,885	75.45	16,988	67.69	-0.61
Lee Danner & Bass Inc	100	14,315	75.45	14,415	67.71	-0.69
Atlantic Union Bankshares Corp	100	3,860	75.39	3,960	67.68	-2.53
Schrum Private Wealth Management LLC	99	16,123	75.42	16,222	70.15	-0.61
Jmac Enterprises Llc	90	17,067	75.47	17,157	67.73	-0.52
Arrow Financial Corp	75	3,370	75.67	3,445	67.92	-2.18
Conning Inc.	53	8,428	75.46	8,481	67.68	-0.62
Eastern Bank	46	4,960	75.40	5,006	67.72	-0.92
Atwood & Palmer Inc	40	1,636	75.18	1,676	67.42	-2.39
Courier Capital Llc	30	5,220	75.48	5,250	67.81	-0.57
USLB - Invesco Russell 1000 Low Beta Equal Weight ETF	29	289	69.20	318	66.04	-9.12
Successful Portfolios LLC	9	4,708	75.40	4,717	67.63	-0.19

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