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 723 300.00 71.39 183.53
Previous Quarter 740 299.00 71.39 184.01

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 7 106 75 0 36 32
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 1 0 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 0 0 0 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 6 3 66 0 31 28
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 153,902 0.00 0.00 3,656 0.00 0.00
Previous Quarter 153,902 0.00 0.00 3,656 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
Financial Engines Advisors L.L.C. 25,874,505 71.39
Mather Group, Llc. 6,689,929 71.39
Avantax Planning Partners, Inc. 5,628,139 71.39
Sei Investments Co 5,357,315 71.40
Advisor Group Holdings, Inc. 5,079,458 70.73
Wealth Enhancement Advisory Services, Llc 3,336,259 71.48
Mariner, LLC 2,184,686 71.39
Betterment LLC 2,183,067 71.39
Envestnet Asset Management Inc 2,163,654 71.39
Ameriprise Financial Inc 1,533,632 71.45
Financial Advisory Service, Inc. 1,242,382 71.39
LPL Financial LLC 1,237,312 71.39
Resources Investment Advisors, LLC. 1,226,143 71.39
Morgan Stanley 1,162,577 71.39
Krilogy Financial LLC 1,057,523 62.42
United Capital Financial Advisers, Llc 995,561 71.39
Gemmer Asset Management LLC 963,567 71.39
Savant Capital, LLC 938,761 71.39
SECT - Main Sector Rotation ETF 894,140 67.42
Main Management ETF Advisors, LLC 886,900 71.39

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
Financial Engines Advisors L.L.C. 25,874,505 71.39
Mather Group, Llc. 6,689,929 71.39
Avantax Planning Partners, Inc. 5,628,139 71.39
Sei Investments Co 5,357,315 71.40
Advisor Group Holdings, Inc. 5,079,458 70.73
Wealth Enhancement Advisory Services, Llc 3,336,259 71.48
Mariner, LLC 2,184,686 71.39
Betterment LLC 2,183,067 71.39
Envestnet Asset Management Inc 2,163,654 71.39
Ameriprise Financial Inc 1,533,632 71.45
Financial Advisory Service, Inc. 1,242,382 71.39
LPL Financial LLC 1,237,312 71.39
Resources Investment Advisors, LLC. 1,226,143 71.39
Morgan Stanley 1,162,577 71.39
Krilogy Financial LLC 1,059,558 71.39
United Capital Financial Advisers, Llc 995,561 71.39
Gemmer Asset Management LLC 963,567 71.39
Savant Capital, LLC 938,761 71.39
Main Management ETF Advisors, LLC 886,900 71.39
SECT - Main Sector Rotation ETF 865,080 71.10

 

Recent Quarter Analysis

Name Shares PPS
Berkshire Money Management, Inc. 86,797 62.42
Oak Asset Management, LLC 69,840 62.41
Cooper Financial Group 37,454 62.42
Advisory Alpha, LLC 6,490 62.40
Bell Bank 6,136 62.42
Acropolis Investment Management, LLC 4,425 62.37
Kohmann Bosshard Financial Services, LLC 4,211 62.46
Name Shares PPS
Harborview Advisors, LLC 123,078 67.48
B&D White Capital Company, LLC 72,943 71.38
Homrich & Berg 69,296 67.48
Managed Account Services Inc 47,971 67.48
Newport Wealth Strategies, Inc. 46,022 67.49
Parallel Advisors, LLC 45,482 72.40
Qci Asset Management Inc/ny 39,039 67.47
IFP Advisors, Inc 32,470 73.39
Moors & Cabot, Inc. 20,000 0.95
Scott Capital Advisors, LLC 6,200 71.45
Filbrandt Wealth Management, LLC 5,827 67.44
Arkadios Wealth Advisors 3,205
Parsec Financial Management, Inc. 3,138 71.38
Apella Capital, LLC 3,008 71.48
Mid Atlantic Financial Management Inc/adv 2,966 67.43
Berman Capital Advisors, LLC 983 67.14
QMN - IQ Hedge Market Neutral Tracker ETF 934 70.66
Wealth Quarterback LLC 542
Sonora Investment Management, LLC 220 68.18
Thompson Davis & Co., Inc.
Lowe Brockenbrough & Co Inc
Chilton Capital Management Llc
Sfmg, Llc
Permanens Capital L.P.
Ferris Capital, Llc
Modus Advisors, LLC
Prentice Wealth Management LLC
Stuart Chaussee & Associates, Inc.
Oarsman Capital, Inc.
IFS Advisors, LLC
CoreCap Advisors, LLC
Warren Street Wealth Advisors, LLC
Deutsche Bank Ag\
Gerber Kawasaki Wealth & Investment Management
Gunma Bank,Ltd.
TD Capital Management LLC
Independent Advisor Alliance
Krs Capital Management, Llc
Simplex Trading, Llc
Trinity Financial Advisors LLC
Cutler Group LP
Beaird Harris Wealth Management, LLC
Leverty Financial Group, LLC
Clearwater Capital Advisors, LLC
Marshall Wace, Llp
Elm Advisors, Llc
Glenmede Trust Co Na
Capital Asset Advisory Services LLC
WealthPLAN Partners, LLC
Transparent Wealth Partners LLC
Econ Financial Services Corp
Fountainhead AM, LLC
Millennium Management Llc
Geneos Wealth Management Inc.
Huntington National Bank
Guidance Point Advisors, LLC
Intrust Bank Na
Ford Financial Group, LLC
National Asset Management, Inc.
Kings Point Capital Management
Lehman & Derafelo Financial Resources LLC
Facet Wealth, Inc.
Elmwood Wealth Management, Inc.
Wayfinding Financial, LLC
Barnett & Company, Inc.
MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class
Cassady Schiller Wealth Management, LLC
StoneX Group Inc.
Collaborative Investment Series Trust - Mindful Conservative ETF
Centennial Wealth Advisory LLC
PFG Advisors
Stony Point Wealth Management Inc.
Mission Wealth Management, Lp
Total Clarity Wealth Management, Inc.
Barrett Asset Management, LLC
Aquire Wealth Advisors, LLC
Flower City Capital
Cornerstone Advisory, LLC
Kavar Capital Partners Group, Llc
Signet Financial Management, Llc
Berkshire Asset Management Llc/pa
Amplius Wealth Advisors, LLC
BOK Financial Private Wealth, Inc.
Lutz Financial Services LLC
Kessler Investment Group, LLC
Sowell Financial Services LLC
Roble, Belko & Company, Inc
Paradigm, Strategies in Wealth Management, LLC
Atlas Private Wealth Advisors
GWM Advisors LLC
Barclays Plc
Mid-American Wealth Advisory Group, Inc.
Renaissance Technologies Llc
Security National Bank Of Sioux City Iowa /ia/
Masso Torrence Wealth Management Inc.
Hamilton Capital, LLC
Financial Advisory Corp /ut/ /adv
Fisher Asset Management, LLC
Tfo-tdc, Llc
Cutler Group LP
Eaton Vance Management
Taylor, Cottrill, Erickson & Associates, Inc.
Stonebridge Financial Planning Group, LLC
Meridian Wealth Partners, LLC
Founders Financial Alliance, LLC
Sterling Financial Planning, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Krilogy Financial LLC 1,057,523 62.42 1,059,558 71.39
SECT - Main Sector Rotation ETF 894,140 67.42 865,080 71.10
Financial Management Professionals, Inc. 421,288 62.42 276,272 71.39
Cliftonlarsonallen Wealth Advisors, Llc 380,243 62.42 365,402 71.39
Sargent Bickham Lagudis LLC 359,466 62.42 367,241 71.39
Spectrum Asset Management, Inc. (NB/CA) 244,737 62.42 295,946 71.39
Prism Advisors, Inc. 235,171 62.42 238,160 71.39
Vista Private Wealth Partners. LLC 196,414 62.61 184,742 71.63
IVC Wealth Advisors LLC 190,915 62.42 206,791 71.39
Traverso Chambers Private Wealth Management, LLC 158,245 62.42 154,836 71.39
Cambridge Investment Research Advisors, Inc. 142,787 62.42 95,753 71.39
Harbor Group, Inc. 119,695 62.42 123,567 71.39
Wbh Advisory Inc 109,721 62.84 99,726 69.57
Wipfli Financial Advisors Llc, 102,908 62.42 127,186 71.39
Santori & Peters, Inc. 99,057 62.42 20,932 71.37
Arbor Trust Wealth Advisors, Llc 83,886 62.42 79,515 71.40
HB Wealth Management, LLC 74,128 62.42 74,097 71.39
Affinity Capital Advisors, LLC 68,534 62.42 68,961 71.39
Thrive Wealth Management, LLC 51,109 62.42 37,457 71.39
Koshinski Asset Management, Inc. 46,062 0.07 47,913 71.38
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Financial Management Professionals, Inc. 145,016 421,288 62.42 276,272 71.39 52.49
Santori & Peters, Inc. 78,125 99,057 62.42 20,932 71.37 373.23
Cambridge Investment Research Advisors, Inc. 47,034 142,787 62.42 95,753 71.39 49.12
SECT - Main Sector Rotation ETF 29,060 894,140 67.42 865,080 71.10 3.36
FTLS - First Trust Long/Short Equity ETF 15,006 35,366 67.41 20,360 71.12 73.70
Cliftonlarsonallen Wealth Advisors, Llc 14,841 380,243 62.42 365,402 71.39 4.06
Thrive Wealth Management, LLC 13,652 51,109 62.42 37,457 71.39 36.45
Vista Private Wealth Partners. LLC 11,672 196,414 62.61 184,742 71.63 6.32
Wbh Advisory Inc 9,995 109,721 62.84 99,726 69.57 10.02
EWG Elevate Inc. 9,679 43,996 62.41 34,317 71.39 28.20
Arbor Trust Wealth Advisors, Llc 4,371 83,886 62.42 79,515 71.40 5.50
Traverso Chambers Private Wealth Management, LLC 3,409 158,245 62.42 154,836 71.39 2.20
Allworth Financial LP 2,578 4,446 62.30 1,868 71.20 138.01
Carnegie Capital Asset Management, LLC 1,981 6,344 68.41 4,363 71.28 45.40
RDA Financial Network 1,596 5,120 62.50 3,524 71.51 45.29
Compass Advisory Group LLC 1,576 32,925 62.41 31,349 71.39 5.03
Orion Portfolio Solutions, LLC 1,328 5,522 62.48 4,194 71.29 31.66
Red Door Wealth Management, LLC 1,289 9,124 62.36 7,835 71.35 16.45
Zhang Financial LLC 1,193 11,303 62.46 10,110 71.41 11.80
Schneider Downs Wealth Management Advisors, LP 1,166 41,999 62.43 40,833 71.39 2.86
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Spectrum Asset Management, Inc. (NB/CA) 51,209 244,737 62.42 295,946 71.39 -17.30
Wipfli Financial Advisors Llc, 24,278 102,908 62.42 127,186 71.39 -19.09
IVC Wealth Advisors LLC 15,876 190,915 62.42 206,791 71.39 -7.68
Sargent Bickham Lagudis LLC 7,775 359,466 62.42 367,241 71.39 -2.12
Everhart Financial Group, Inc. 7,281 34,059 62.42 41,340 71.41 -17.61
Harbor Group, Inc. 3,872 119,695 62.42 123,567 71.39 -3.13
Private Advisor Group, LLC 3,679 40,009 62.44 43,688 71.39 -8.42
Prism Advisors, Inc. 2,989 235,171 62.42 238,160 71.39 -1.26
BerganKDV Wealth Management, LLC 2,593 42,933 62.42 45,526 71.39 -5.70
Pure Financial Advisors, Inc. 2,360 37,022 62.42 39,382 71.38 -5.99
Krilogy Financial LLC 2,035 1,057,523 62.42 1,059,558 71.39 -0.19
Koshinski Asset Management, Inc. 1,851 46,062 0.07 47,913 71.38 -3.86
Retirement Planning Group 1,817 6,785 62.49 8,602 71.38 -21.12
Brookstone Capital Management 1,565 10,079 63.20 11,644 70.94 -13.44
Relaxing Retirement Coach 1,376 19,831 62.43 21,207 71.39 -6.49
Optimum Investment Advisors 710 330 63.64 1,040 71.15 -68.27
GoalVest Advisory LLC 592 1,560 62.82 2,152 71.56 -27.51
RBA Wealth Management, LLC 448 4,996 62.45 5,444 71.45 -8.23
Affinity Capital Advisors, LLC 427 68,534 62.42 68,961 71.39 -0.62
Newman & Schimel, LLC 337 8,276 62.47 8,613 71.40 -3.91
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Cutler Group LP 0
Name Previous Calls
Name

 

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

Past Week Analysis

Name Shares PPS
Berkshire Money Management, Inc. 86,797 62.42
Oak Asset Management, LLC 69,840 62.41
Cooper Financial Group 37,454 62.42
Advisory Alpha, LLC 6,490 62.40
Bell Bank 6,136 62.42
Acropolis Investment Management, LLC 4,425 62.37
Name Shares PPS
Scott Capital Advisors, LLC 6,200 71.45
Arkadios Wealth Advisors 3,205
B&D White Capital Company, LLC 72,943 71.38
Name Current Shares Current PPS Previous Shares Previous PPS
Krilogy Financial LLC 1,057,523 62.42 1,059,558 71.39
Financial Management Professionals, Inc. 421,288 62.42 276,272 71.39
Sargent Bickham Lagudis LLC 359,466 62.42 367,241 71.39
Spectrum Asset Management, Inc. (NB/CA) 244,737 62.42 295,946 71.39
Prism Advisors, Inc. 235,171 62.42 238,160 71.39
Vista Private Wealth Partners. LLC 196,414 62.61 184,742 71.63
IVC Wealth Advisors LLC 190,915 62.42 206,791 71.39
Traverso Chambers Private Wealth Management, LLC 158,245 62.42 154,836 71.39
Cambridge Investment Research Advisors, Inc. 142,787 62.42 95,753 71.39
Harbor Group, Inc. 119,695 62.42 123,567 71.39
Wbh Advisory Inc 109,721 62.84 99,726 69.57
Santori & Peters, Inc. 99,057 62.42 20,932 71.37
Arbor Trust Wealth Advisors, Llc 83,886 62.42 79,515 71.40
HB Wealth Management, LLC 74,128 62.42 74,097 71.39
Affinity Capital Advisors, LLC 68,534 62.42 68,961 71.39
Thrive Wealth Management, LLC 51,109 62.42 37,457 71.39
Koshinski Asset Management, Inc. 46,062 0.07 47,913 71.38
EWG Elevate Inc. 43,996 62.41 34,317 71.39
BerganKDV Wealth Management, LLC 42,933 62.42 45,526 71.39
Schneider Downs Wealth Management Advisors, LP 41,999 62.43 40,833 71.39
Global Retirement Partners, LLC 40,897 62.43 39,890 66.41
Private Advisor Group, LLC 40,009 62.44 43,688 71.39
Everhart Financial Group, Inc. 34,059 62.42 41,340 71.41
Compass Advisory Group LLC 32,925 62.41 31,349 71.39
Miracle Mile Advisors, LLC 31,701 62.43 31,671 71.39
Five Oceans Advisors 31,174 62.42 31,186 71.38
Jentner Corp 26,280 62.40 26,516 71.39
Relaxing Retirement Coach 19,831 62.43 21,207 71.39
RWM Asset Management, LLC 18,891 62.41 18,261 71.41
Marquette Asset Management, LLC 17,187 62.43 17,247 71.37
Gillespie Robinson & Grimm Inc 16,020 62.42 16,020 71.41
Baldrige Asset Management LLC 12,817 62.42 12,677 71.39
Bft Financial Group, Llc 12,000 62.42 12,102 71.39
Zhang Financial LLC 11,303 62.46 10,110 71.41
Ayalon Holdings Ltd. 11,222 62.38 10,394 71.39
Brookstone Capital Management 10,079 63.20 11,644 70.94
Revolve Wealth Partners, LLC 9,846 62.46 9,956 71.41
Acorn Financial Advisory Services Inc /adv 9,537 61.86 9,583 71.27
Red Door Wealth Management, LLC 9,124 62.36 7,835 71.35
My Legacy Advisors, LLC 9,048 62.89 9,077 71.39
Newman & Schimel, LLC 8,276 62.47 8,613 71.40
LifeSteps Financial, Inc. 7,204 62.47 7,213 71.40
Retirement Planning Group 6,785 62.49 8,602 71.38
Radnor Capital Management, LLC 6,520 62.42 6,520 71.32
Carnegie Capital Asset Management, LLC 6,344 68.41 4,363 71.28
Domani Wealth, LLC 5,783 62.42 5,783 71.42
Bridges Investment Management Inc 5,540 62.45 5,590 71.38
Orion Portfolio Solutions, LLC 5,522 62.48 4,194 71.29
Gofen & Glossberg Llc /il/ 5,443 62.47 5,442 71.48
RDA Financial Network 5,120 62.50 3,524 71.51
RBA Wealth Management, LLC 4,996 62.45 5,444 71.45
ACG Wealth 4,927 62.51 4,927 71.44
Allworth Financial LP 4,446 62.30 1,868 71.20
Granite Bay Wealth Management, LLC 4,442 62.36 4,420 71.49
YHB Investment Advisors, Inc. 3,716 62.43 3,662 71.27
Allied Investment Advisors, LLC 3,674 62.33 3,591 71.29
Ritholtz Wealth Management 3,415 62.37 3,585 71.41
Boenning & Scattergood, Inc. 3,254 62.38 3,244 71.52
Parkside Financial Bank & Trust 1,826 62.43 1,785 71.15
Pinnacle Bancorp, Inc. 1,475 62.37 1,723 71.39
Rosenberg Matthew Hamilton 1,000 63.00 1,000 71.00
Valley National Advisers Inc 644 63.66 197 71.07
Atticus Wealth Management, Llc 642 62.31 642 71.65
CVA Family Office, LLC 446 62.78 444 72.07
Optimum Investment Advisors 330 63.64 1,040 71.15
Pittenger & Anderson Inc 277 61.37 277 72.20
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Financial Management Professionals, Inc. 145,016 421,288 62.42 276,272 71.39 52.49
Santori & Peters, Inc. 78,125 99,057 62.42 20,932 71.37 373.23
Cambridge Investment Research Advisors, Inc. 47,034 142,787 62.42 95,753 71.39 49.12
Thrive Wealth Management, LLC 13,652 51,109 62.42 37,457 71.39 36.45
Vista Private Wealth Partners. LLC 11,672 196,414 62.61 184,742 71.63 6.32
Wbh Advisory Inc 9,995 109,721 62.84 99,726 69.57 10.02
EWG Elevate Inc. 9,679 43,996 62.41 34,317 71.39 28.20
Arbor Trust Wealth Advisors, Llc 4,371 83,886 62.42 79,515 71.40 5.50
Traverso Chambers Private Wealth Management, LLC 3,409 158,245 62.42 154,836 71.39 2.20
Allworth Financial LP 2,578 4,446 62.30 1,868 71.20 138.01
Carnegie Capital Asset Management, LLC 1,981 6,344 68.41 4,363 71.28 45.40
RDA Financial Network 1,596 5,120 62.50 3,524 71.51 45.29
Compass Advisory Group LLC 1,576 32,925 62.41 31,349 71.39 5.03
Orion Portfolio Solutions, LLC 1,328 5,522 62.48 4,194 71.29 31.66
Red Door Wealth Management, LLC 1,289 9,124 62.36 7,835 71.35 16.45
Zhang Financial LLC 1,193 11,303 62.46 10,110 71.41 11.80
Schneider Downs Wealth Management Advisors, LP 1,166 41,999 62.43 40,833 71.39 2.86
Global Retirement Partners, LLC 1,007 40,897 62.43 39,890 66.41 2.52
Ayalon Holdings Ltd. 828 11,222 62.38 10,394 71.39 7.97
RWM Asset Management, LLC 630 18,891 62.41 18,261 71.41 3.45
Valley National Advisers Inc 447 644 63.66 197 71.07 226.90
Baldrige Asset Management LLC 140 12,817 62.42 12,677 71.39 1.10
Allied Investment Advisors, LLC 83 3,674 62.33 3,591 71.29 2.31
YHB Investment Advisors, Inc. 54 3,716 62.43 3,662 71.27 1.47
Parkside Financial Bank & Trust 41 1,826 62.43 1,785 71.15 2.30
HB Wealth Management, LLC 31 74,128 62.42 74,097 71.39 0.04
Miracle Mile Advisors, LLC 30 31,701 62.43 31,671 71.39 0.09
Granite Bay Wealth Management, LLC 22 4,442 62.36 4,420 71.49 0.50
Boenning & Scattergood, Inc. 10 3,254 62.38 3,244 71.52 0.31
CVA Family Office, LLC 2 446 62.78 444 72.07 0.45
Gofen & Glossberg Llc /il/ 1 5,443 62.47 5,442 71.48 0.02
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Spectrum Asset Management, Inc. (NB/CA) 51,209 244,737 62.42 295,946 71.39 -17.30
IVC Wealth Advisors LLC 15,876 190,915 62.42 206,791 71.39 -7.68
Sargent Bickham Lagudis LLC 7,775 359,466 62.42 367,241 71.39 -2.12
Everhart Financial Group, Inc. 7,281 34,059 62.42 41,340 71.41 -17.61
Harbor Group, Inc. 3,872 119,695 62.42 123,567 71.39 -3.13
Private Advisor Group, LLC 3,679 40,009 62.44 43,688 71.39 -8.42
Prism Advisors, Inc. 2,989 235,171 62.42 238,160 71.39 -1.26
BerganKDV Wealth Management, LLC 2,593 42,933 62.42 45,526 71.39 -5.70
Krilogy Financial LLC 2,035 1,057,523 62.42 1,059,558 71.39 -0.19
Koshinski Asset Management, Inc. 1,851 46,062 0.07 47,913 71.38 -3.86
Retirement Planning Group 1,817 6,785 62.49 8,602 71.38 -21.12
Brookstone Capital Management 1,565 10,079 63.20 11,644 70.94 -13.44
Relaxing Retirement Coach 1,376 19,831 62.43 21,207 71.39 -6.49
Optimum Investment Advisors 710 330 63.64 1,040 71.15 -68.27
RBA Wealth Management, LLC 448 4,996 62.45 5,444 71.45 -8.23
Affinity Capital Advisors, LLC 427 68,534 62.42 68,961 71.39 -0.62
Newman & Schimel, LLC 337 8,276 62.47 8,613 71.40 -3.91
Pinnacle Bancorp, Inc. 248 1,475 62.37 1,723 71.39 -14.39
Jentner Corp 236 26,280 62.40 26,516 71.39 -0.89
Ritholtz Wealth Management 170 3,415 62.37 3,585 71.41 -4.74
Revolve Wealth Partners, LLC 110 9,846 62.46 9,956 71.41 -1.10
Bft Financial Group, Llc 102 12,000 62.42 12,102 71.39 -0.84
Marquette Asset Management, LLC 60 17,187 62.43 17,247 71.37 -0.35
Bridges Investment Management Inc 50 5,540 62.45 5,590 71.38 -0.89
Acorn Financial Advisory Services Inc /adv 46 9,537 61.86 9,583 71.27 -0.48
My Legacy Advisors, LLC 29 9,048 62.89 9,077 71.39 -0.32
Five Oceans Advisors 12 31,174 62.42 31,186 71.38 -0.04
LifeSteps Financial, Inc. 9 7,204 62.47 7,213 71.40 -0.12
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