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 621 99.00 105.64 103.79
Previous Quarter 641 104.00 105.66 105.09

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 11 133 103 0 35 44
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 2 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 3 8 62 0 26 22
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 671,928 0.00 0.00 0 0.00 0.00
Previous Quarter 671,928 0.00 0.00 0 0.00 0.00

Current Quarter Top 20 Holding Institutes

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

Name Shares PPS
Bank Of America Corp /de/ 30,735,087 105.66
LPL Financial LLC 12,892,400 105.66
Morgan Stanley 6,740,523 105.66
Jones Financial Companies Lllp 5,057,975 105.43
First Republic Investment Management, Inc. 1,833,489 105.66
Thrivent Financial For Lutherans 1,450,827 115.39
UBS Group AG 1,380,190 105.66
Envestnet Asset Management Inc 1,213,824 105.66
Wells Fargo & Company/mn 1,041,231 105.66
Commonwealth Equity Services, Llc 960,013 83.70
Pnc Financial Services Group, Inc. 946,785 105.66
Fmr Llc 817,852 105.66
Raymond James & Associates 712,894 105.66
Royal Bank Of Canada 657,327 105.66
Vantage Financial Partners, LLC 573,795 105.66
Raymond James Financial Services Advisors, Inc. 539,070 105.66
Ameriprise Financial Inc 520,636 105.68
Northwestern Mutual Wealth Management Co 518,504 105.66
HighTower Advisors, LLC 483,298 105.62
Charles Schwab Investment Management Inc 455,119 105.66

Previous Quarter Top 20 Holding Institutes

The table below is top 20 listing of institutes holding stock of the company in the previous quarter.

Name Shares PPS
Bank Of America Corp /de/ 30,735,087 105.66
LPL Financial LLC 12,892,400 105.66
Morgan Stanley 6,740,523 105.66
Jones Financial Companies Lllp 5,057,975 105.43
First Republic Investment Management, Inc. 1,833,489 105.66
Thrivent Financial For Lutherans 1,450,827 115.39
UBS Group AG 1,380,190 105.66
Envestnet Asset Management Inc 1,213,824 105.66
Wells Fargo & Company/mn 1,041,231 105.66
Pnc Financial Services Group, Inc. 946,785 105.66
Commonwealth Equity Services, Llc 898,726 105.66
Fmr Llc 817,852 105.66
Raymond James & Associates 712,894 105.66
Royal Bank Of Canada 657,327 105.66
Vantage Financial Partners, LLC 573,795 105.66
Raymond James Financial Services Advisors, Inc. 539,070 105.66
Ameriprise Financial Inc 520,636 105.68
Northwestern Mutual Wealth Management Co 518,504 105.66
HighTower Advisors, LLC 483,298 105.62
Charles Schwab Investment Management Inc 455,119 105.66

 

Recent Quarter Analysis

Name Shares PPS
Hilltop Wealth Advisors, Llc 210,626 83.70
Bullseye Investment Management, LLC 29,945 83.69
Platte River Wealth Advisors, LLC 11,118 83.74
Orion Portfolio Solutions, LLC 5,851 83.75
Forte Asset Management Llc 4,994 83.70
Brio Consultants, LLC 2,958 84.85
Schneider Downs Wealth Management Advisors, LP 2,794 83.75
Sound Income Strategies, LLC 705 83.69
Bank of New Hampshire 168 83.33
M&r Capital Management Inc 99 80.81
Heritage Financial Services, LLC 15 66.67
Name Shares PPS
Doliver Advisors, Lp 378,093 105.66
Carroll Financial Associates, Inc. 34,225 117.14
Homrich & Berg 22,762 102.41
Vivid Financial Management, Inc. 8,690 115.65
Mid Atlantic Financial Management Inc/adv 7,274 102.42
Berman Capital Advisors, LLC 5,765 102.34
Intelligence Driven Advisers, LLC 5,748 111.69
Hochman Cole Investment Advisors, Inc. 4,609 102.41
Ameritas Investment Corp 4,431
Rinet Co LLC 3,822 102.30
Pinnacle Private Wealth, LLC 2,981 105.67
SFG Wealth Management, LLC. 2,805 105.53
Wedbush Securities Inc 2,749 105.49
Calton & Associates, Inc. 2,615 105.54
Signature Securities Group Corporation 2,598 105.47
Sanders Morris Harris Llc 2,511 105.54
Financial Management Network Inc 2,286 107.61
Comerica Securities,inc. 2,081 105.72
Castle Rock Wealth Management, LLC 2,013 101.34
New England Guild Wealth Advisors, Inc. 2,000 105.50
Heritage Wealth Management, Llc 1,959 102.60
DAVENPORT & Co LLC 1,952 105.53
Vista Private Wealth Partners. LLC 1,906 105.98
Cutler Group LP 1,100 3.64
RWM Asset Management, LLC 842 105.70
Gemmer Asset Management LLC 563 104.80
Asset Dedication, LLC 426 105.63
Koshinski Asset Management, Inc. 373 104.56
IFP Advisors, Inc 212 113.21
Savior LLC 114 105.26
Investmark Advisory Group LLC 90 111.11
Sargent Bickham Lagudis LLC 80 100.00
Tradewinds Capital Management, LLC 44 113.64
Wealth Quarterback LLC 39
Financial Partners Group, Inc
Advisor Resource Council
Eaton Vance Management
Moors & Cabot, Inc.
Balentine LLC
Wealthgate Family Office, LLC
JNBA Financial Advisors
True Link Financial Advisors, LLC
Fisher Asset Management, LLC
TD Capital Management LLC
Matthew Goff Investment Advisor, LLC
WFA of San Diego, LLC
Nwam Llc
Bradley Foster & Sargent Inc/ct
Financial Insights, Inc.
RPG Investment Advisory, LLC
tru Independence LLC
Sheaff Brock Investment Advisors, LLC
Wealth Advisors of Iowa, LLC
Investors Financial Group, LLC
Capital Advisory Group Advisory Services, LLC
Masso Torrence Wealth Management Inc.
Truvestments Capital Llc
Wrapmanager Inc
Wealthstar Advisors, Llc
Henrickson Nauta Wealth Advisors, Inc.
Monetary Management Group Inc
Parisi Gray Wealth Management
Barrett Asset Management, LLC
Lakeview Capital Partners, LLC
TAP Consulting, LLC
Allianz Asset Management GmbH
PFG Advisors
Qube Research & Technologies Ltd
Pictet North America Advisors SA
First Manhattan Co
Avidian Wealth Solutions, LLC
DB Wealth Management Group, LLC
Townsquare Capital Llc
First Command Advisory Services, Inc.
EPG Wealth Management LLC
Two Sigma Securities, Llc
Morris Retirement Advisors, LLC
Permanens Capital L.P.
Steel Peak Wealth Management LLC
Total Clarity Wealth Management, Inc.
Clean Yield Group
Gerber Kawasaki Wealth & Investment Management
Cornerstone Wealth Management, LLC
Oppenheimer Asset Management Inc.
Advisory Alpha, LLC
Ironwood Financial, llc
Jane Street Group, Llc
Financial Planners of Cleveland, Inc.
Weatherly Asset Management L. P.
Lloyd Advisory Services, LLC.
Pacitti Group Inc.
Marshall Wace, Llp
Main Street Financial Solutions, LLC
Richwood Investment Advisors, LLC
IndexIQ Advisors LLC
Bbr Partners, Llc
Liberty Wealth Management Llc
Choate Investment Advisors
Fifth Third Securities, Inc.
MAS Advisors LLC
Strategic Blueprint, LLC
Bank OZK
Carlson Capital Management
Confluence Wealth Services, Inc.
Parkside Financial Bank & Trust
Trillium Asset Management, Llc
Teamwork Financial Advisors, LLC
Berkshire Asset Management Llc/pa
Level Four Advisory Services, Llc
Verdence Capital Advisors LLC
Banque Pictet & Cie Sa
Marcum Wealth, LLC
CoreCap Advisors, LLC
Castleview Partners, Llc
Millennium Management Llc
Fundamentun, Llc
LS Investment Advisors, LLC
Ade, Llc
Arkadios Wealth Advisors
SYM FINANCIAL Corp
HBW Advisory Services LLC
Y-Intercept (Hong Kong) Ltd
CFS Investment Advisory Services, LLC
Huntington National Bank
Delta Asset Management Llc/tn
Aprio Wealth Management, LLC
Jacobi Capital Management LLC
Accretive Wealth Partners, LLC
Citadel Advisors Llc
Leelyn Smith, LLC
Citadel Advisors Llc
Paladin Advisory Group, LLC
Renaissance Technologies Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Commonwealth Equity Services, Llc 960,013 83.70 898,726 105.66
Legacy Financial Group LLC 408,231 83.70 413,777 105.66
Madison Wealth Partners, Inc 326,892 83.70 298,835 105.66
Sandy Spring Bank 296,921 83.70 290,412 105.66
Mascoma Wealth Management LLC 240,248 83.70 249,938 105.66
Amplius Wealth Advisors, LLC 215,744 83.70 227,325 105.66
Veracity Capital LLC 214,699 83.70 214,510 105.66
Private Advisor Group, LLC 203,217 83.70 172,081 105.66
ForthRight Wealth Management, LLC 197,265 83.70 207,210 105.66
Truist Financial Corp 166,568 83.70 205,641 105.66
Allworth Financial LP 164,997 83.70 168,420 105.66
Cambridge Investment Research Advisors, Inc. 153,082 83.70 272,057 105.66
Spire Wealth Management 136,270 83.70 149,711 105.81
Ironwood Wealth Management, Inc. 96,269 87.73 94,708 105.66
Global Strategic Investment Solutions, LLC 91,321 83.70 87,256 105.65
Western Wealth Management, LLC 72,982 83.66 74,510 105.66
Benchmark Financial Wealth Advisors, LLC 66,317 83.70 70,008 105.66
Symphony Financial, Ltd. Co. 51,674 85.27 81,543 94.20
Stratos Wealth Partners, LTD. 47,672 83.70 47,992 105.66
Windward Private Wealth Management Inc. 47,060 83.70 28,775 105.65
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Commonwealth Equity Services, Llc 61,287 960,013 83.70 898,726 105.66 6.82
Ackerman Capital Advisors, LLC 33,777 38,331 83.69 4,554 105.62 741.70
Private Advisor Group, LLC 31,136 203,217 83.70 172,081 105.66 18.09
Madison Wealth Partners, Inc 28,057 326,892 83.70 298,835 105.66 9.39
Windward Private Wealth Management Inc. 18,285 47,060 83.70 28,775 105.65 63.54
Crescent Grove Advisors, LLC 8,906 11,832 83.67 2,926 105.60 304.37
Sandy Spring Bank 6,509 296,921 83.70 290,412 105.66 2.24
Cornell Pochily Investment Advisors, Inc. 5,139 15,266 83.72 10,127 105.66 50.75
Global Strategic Investment Solutions, LLC 4,065 91,321 83.70 87,256 105.65 4.66
South Shore Capital Advisors 3,249 9,392 83.69 6,143 105.65 52.89
White Lighthouse Investment Management Inc. 1,672 14,349 83.70 12,677 105.62 13.19
Ironwood Wealth Management, Inc. 1,561 96,269 87.73 94,708 105.66 1.65
Transcend Wealth Collective, Llc 1,414 7,685 83.67 6,271 105.72 22.55
Investors Research Corp 902 3,701 83.76 2,799 105.75 32.23
Sterling Investment Counsel, LLC 556 6,740 83.68 6,184 105.60 8.99
Nikulski Financial, Inc. 500 9,897 83.66 9,397 105.67 5.32
Omega Financial Group, LLC 425 20,774 83.71 20,349 105.66 2.09
HYA Advisors, Inc 412 37,098 83.70 36,686 105.65 1.12
Stratos Wealth Advisors, LLC 381 3,682 83.65 3,301 105.73 11.54
TL Private Wealth 292 10,207 85.14 9,915 99.34 2.95
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Insight Wealth Strategies, LLC 204,606 7,441 83.73 212,047 105.66 -96.49
Cambridge Investment Research Advisors, Inc. 118,975 153,082 83.70 272,057 105.66 -43.73
Win Advisors, Inc 71,523 1,420 84.51 72,943 105.66 -98.05
Truist Financial Corp 39,073 166,568 83.70 205,641 105.66 -19.00
Symphony Financial, Ltd. Co. 29,869 51,674 85.27 81,543 94.20 -36.63
Riverbridge Partners Llc 24,316 11,645 83.73 35,961 105.67 -67.62
MMDRX - Madison Moderate Allocation Fund Moderate Allocation Fund Class B 20,233 17,884 92.60 38,117 105.81 -53.08
Spire Wealth Management 13,441 136,270 83.70 149,711 105.81 -8.98
MAGBX - Madison Aggressive Allocation Fund Aggressive Allocation Fund Class B 13,316 17,198 92.63 30,514 105.79 -43.64
Amplius Wealth Advisors, LLC 11,581 215,744 83.70 227,325 105.66 -5.09
ForthRight Wealth Management, LLC 9,945 197,265 83.70 207,210 105.66 -4.80
Mascoma Wealth Management LLC 9,690 240,248 83.70 249,938 105.66 -3.88
MCNBX - Madison Conservative Allocation Fund Conservative Allocation Fund Class B 6,937 4,456 92.68 11,393 105.77 -60.89
Hollencrest Capital Management 5,800 23,784 83.67 29,584 105.67 -19.61
Legacy Financial Group LLC 5,546 408,231 83.70 413,777 105.66 -1.34
Flagship Harbor Advisors, Llc 3,976 22,471 83.71 26,447 105.65 -15.03
Money Concepts Capital Corp 3,876 525 83.81 4,401 105.66 -88.07
Benchmark Financial Wealth Advisors, LLC 3,691 66,317 83.70 70,008 105.66 -5.27
Ford Financial Group, LLC 3,624 20,653 83.67 24,277 105.66 -14.93
Allworth Financial LP 3,423 164,997 83.70 168,420 105.66 -2.03
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Paladin Advisory Group, LLC 0
Citadel Advisors Llc 0
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Bullseye Investment Management, LLC 29,945 83.69
Forte Asset Management Llc 4,994 83.70
Heritage Financial Services, LLC 15 66.67
Name Shares PPS
Asset Dedication, LLC 426 105.63
Savior LLC 114 105.26
Tradewinds Capital Management, LLC 44 113.64
Comerica Securities,inc. 2,081 105.72
DAVENPORT & Co LLC 1,952 105.53
Signature Securities Group Corporation 2,598 105.47
Wedbush Securities Inc 2,749 105.49
Gemmer Asset Management LLC 563 104.80
Name Current Shares Current PPS Previous Shares Previous PPS
Commonwealth Equity Services, Llc 960,013 83.70 898,726 105.66
Madison Wealth Partners, Inc 326,892 83.70 298,835 105.66
Sandy Spring Bank 296,921 83.70 290,412 105.66
Amplius Wealth Advisors, LLC 215,744 83.70 227,325 105.66
Veracity Capital LLC 214,699 83.70 214,510 105.66
Truist Financial Corp 166,568 83.70 205,641 105.66
Spire Wealth Management 136,270 83.70 149,711 105.81
Ironwood Wealth Management, Inc. 96,269 87.73 94,708 105.66
Global Strategic Investment Solutions, LLC 91,321 83.70 87,256 105.65
Western Wealth Management, LLC 72,982 83.66 74,510 105.66
Benchmark Financial Wealth Advisors, LLC 66,317 83.70 70,008 105.66
Symphony Financial, Ltd. Co. 51,674 85.27 81,543 94.20
Stratos Wealth Partners, LTD. 47,672 83.70 47,992 105.66
Windward Private Wealth Management Inc. 47,060 83.70 28,775 105.65
Good Life Advisors, LLC 46,538 83.70 49,223 105.66
Ackerman Capital Advisors, LLC 38,331 83.69 4,554 105.62
Neumann Capital Management, LLC 27,856 83.72 29,156 105.67
Hollencrest Capital Management 23,784 83.67 29,584 105.67
Sequoia Financial Advisors, LLC 23,088 83.72 24,898 105.67
Flagship Private Wealth, LLC 22,143 0.09 22,125 0.09
Cornell Pochily Investment Advisors, Inc. 15,266 83.72 10,127 105.66
White Lighthouse Investment Management Inc. 14,349 83.70 12,677 105.62
Crescent Grove Advisors, LLC 11,832 83.67 2,926 105.60
Great Valley Advisor Group, Inc. 11,633 83.73 11,744 105.93
Nikulski Financial, Inc. 9,897 83.66 9,397 105.67
South Shore Capital Advisors 9,392 83.69 6,143 105.65
Brinker Capital Investments, LLC 8,267 83.71 10,817 105.67
Trilogy Capital Inc. 7,594 83.75 7,591 105.65
Sterling Investment Counsel, LLC 6,740 83.68 6,184 105.60
Mitchell Mcleod Pugh & Williams Inc 6,344 83.70 6,344 105.61
Empirical Asset Management, LLC 5,864 83.73 5,864 105.73
MAI Capital Management 5,777 83.78 5,812 105.64
Octavia Wealth Advisors, LLC 5,359 83.97 5,410 105.73
Weaver Consulting Group 5,052 83.73 5,052 105.70
Endurance Wealth Management, Inc. 4,355 83.81 4,355 105.63
First City Capital Management, Inc. 4,292 83.64 4,291 105.57
Patten Group, Inc. 4,245 87.63 4,245 105.77
Geneos Wealth Management Inc. 4,095 84.00 4,094 105.52
SOL Capital Management CO 3,765 83.67 3,660 105.74
Investors Research Corp 3,701 83.76 2,799 105.75
Stratos Wealth Advisors, LLC 3,682 83.65 3,301 105.73
PSI Advisors, LLC 3,453 83.70 3,452 105.74
Peterson Wealth Advisors, LLC 3,342 83.78 3,342 105.63
WealthCare Investment Partners, LLC 3,279 83.56 3,122 101.54
KFA Private Wealth Group, LLC 2,821 83.66 3,026 105.75
Ellevest, Inc. 2,654 83.65 2,654 105.50
Kaizen Financial Strategies 2,645 83.55 2,674 105.83
GPS Wealth Strategies Group, LLC 2,120 83.49 2,129 105.68
Win Advisors, Inc 1,420 84.51 72,943 105.66
Ballast Advisors Llc 1,394 83.93 1,394 105.45
Centerpoint Advisors, LLC 1,334 83.96 1,045 105.26
Morton Brown Family Wealth, LLC 993 83.59 993 105.74
Enterprise Trust & Investment Co 900 83.33 1,100 105.45
Element Wealth, LLC 670 83.58 669 106.13
Capital Investment Advisory Services, LLC 600 83.33 600 105.00
Money Concepts Capital Corp 525 83.81 4,401 105.66
Hexagon Capital Partners LLC 382 83.77 432 106.48
Annapolis Financial Services, LLC 375 82.67 375 106.67
Horan Securities, Inc. 301 86.38 301 106.31
Lake Point Wealth Management 290 82.76 290 106.90
Bogart Wealth, LLC 50 80.00 50 100.00
Harbor Investment Advisory, Llc 14 71.43 13 76.92
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Commonwealth Equity Services, Llc 61,287 960,013 83.70 898,726 105.66 6.82
Ackerman Capital Advisors, LLC 33,777 38,331 83.69 4,554 105.62 741.70
Madison Wealth Partners, Inc 28,057 326,892 83.70 298,835 105.66 9.39
Windward Private Wealth Management Inc. 18,285 47,060 83.70 28,775 105.65 63.54
Crescent Grove Advisors, LLC 8,906 11,832 83.67 2,926 105.60 304.37
Sandy Spring Bank 6,509 296,921 83.70 290,412 105.66 2.24
Cornell Pochily Investment Advisors, Inc. 5,139 15,266 83.72 10,127 105.66 50.75
Global Strategic Investment Solutions, LLC 4,065 91,321 83.70 87,256 105.65 4.66
South Shore Capital Advisors 3,249 9,392 83.69 6,143 105.65 52.89
White Lighthouse Investment Management Inc. 1,672 14,349 83.70 12,677 105.62 13.19
Ironwood Wealth Management, Inc. 1,561 96,269 87.73 94,708 105.66 1.65
Investors Research Corp 902 3,701 83.76 2,799 105.75 32.23
Sterling Investment Counsel, LLC 556 6,740 83.68 6,184 105.60 8.99
Nikulski Financial, Inc. 500 9,897 83.66 9,397 105.67 5.32
Stratos Wealth Advisors, LLC 381 3,682 83.65 3,301 105.73 11.54
Centerpoint Advisors, LLC 289 1,334 83.96 1,045 105.26 27.66
Veracity Capital LLC 189 214,699 83.70 214,510 105.66 0.09
WealthCare Investment Partners, LLC 157 3,279 83.56 3,122 101.54 5.03
SOL Capital Management CO 105 3,765 83.67 3,660 105.74 2.87
Flagship Private Wealth, LLC 18 22,143 0.09 22,125 0.09 0.08
Trilogy Capital Inc. 3 7,594 83.75 7,591 105.65 0.04
Geneos Wealth Management Inc. 1 4,095 84.00 4,094 105.52 0.02
Element Wealth, LLC 1 670 83.58 669 106.13 0.15
Harbor Investment Advisory, Llc 1 14 71.43 13 76.92 7.69
First City Capital Management, Inc. 1 4,292 83.64 4,291 105.57 0.02
PSI Advisors, LLC 1 3,453 83.70 3,452 105.74 0.03
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Win Advisors, Inc 71,523 1,420 84.51 72,943 105.66 -98.05
Truist Financial Corp 39,073 166,568 83.70 205,641 105.66 -19.00
Symphony Financial, Ltd. Co. 29,869 51,674 85.27 81,543 94.20 -36.63
Spire Wealth Management 13,441 136,270 83.70 149,711 105.81 -8.98
Amplius Wealth Advisors, LLC 11,581 215,744 83.70 227,325 105.66 -5.09
Hollencrest Capital Management 5,800 23,784 83.67 29,584 105.67 -19.61
Money Concepts Capital Corp 3,876 525 83.81 4,401 105.66 -88.07
Benchmark Financial Wealth Advisors, LLC 3,691 66,317 83.70 70,008 105.66 -5.27
Good Life Advisors, LLC 2,685 46,538 83.70 49,223 105.66 -5.45
Brinker Capital Investments, LLC 2,550 8,267 83.71 10,817 105.67 -23.57
Sequoia Financial Advisors, LLC 1,810 23,088 83.72 24,898 105.67 -7.27
Western Wealth Management, LLC 1,528 72,982 83.66 74,510 105.66 -2.05
Neumann Capital Management, LLC 1,300 27,856 83.72 29,156 105.67 -4.46
Stratos Wealth Partners, LTD. 320 47,672 83.70 47,992 105.66 -0.67
KFA Private Wealth Group, LLC 205 2,821 83.66 3,026 105.75 -6.77
Enterprise Trust & Investment Co 200 900 83.33 1,100 105.45 -18.18
Great Valley Advisor Group, Inc. 111 11,633 83.73 11,744 105.93 -0.95
Octavia Wealth Advisors, LLC 51 5,359 83.97 5,410 105.73 -0.94
Hexagon Capital Partners LLC 50 382 83.77 432 106.48 -11.57
MAI Capital Management 35 5,777 83.78 5,812 105.64 -0.60
Kaizen Financial Strategies 29 2,645 83.55 2,674 105.83 -1.08
GPS Wealth Strategies Group, LLC 9 2,120 83.49 2,129 105.68 -0.42
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name
Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percent Decrease
Name