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Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
476
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K – – –
EI
477
Ellevest Inc
New York
$5K +$3.64K +29 +207%
MWM
478
MBE Wealth Management
Wisconsin
$5K +$5.65K +45 New
EW
479
Evoke Wealth
California
$4.28K +$4.39K +35 New
EWM
480
EPG Wealth Management
Georgia
$4K – – –
ABC
481
Associated Banc-Corp
Wisconsin
$4K +$3.89K +31 New
HR
482
Howe & Rusling
New York
$3K -$3.01K -24 -47%
SFSIG
483
San Francisco Sentry Investment Group
California
$3K – – –
OSAM
484
O'Shaughnessy Asset Management
Connecticut
$3K +$502 +4 +22%
FMP
485
Financial Management Professionals
Texas
$2K – – –
HI
486
Hudock Inc
Pennsylvania
$2K – – –
IF
487
Ironwood Financial
Arizona
$2K – – –
PMFA
488
Plante Moran Financial Advisors
Michigan
$2K – – –
TFO
489
Tarbox Family Office
California
$2K – – –
TSW
490
Thompson Siegel & Walmsley
Virginia
$2K – – –
PFBT
491
Parkside Financial Bank & Trust
Missouri
$2K +$1.63K +13 New
TPCW
492
TD Private Client Wealth
New York
$1.1K +$125 +1 +13%
TWA
493
TCI Wealth Advisors
Arizona
$1K -$31.9K -254 -97%
EFSCE
494
Enterprise Financial Services Corp (EFSC)
Missouri
$1K -$1.13K -9 -64%
TCOV
495
Trust Company of Vermont
Vermont
$1K – – –
AII
496
AGF Investments Inc
Ontario, Canada
$1K +$753 +6 New
GWS
497
Glassman Wealth Services
Virginia
$1K +$1.13K +9 New
FWM
498
Filbrandt Wealth Management
Wisconsin
$1K +$1.25K +10 New
PAI
499
Pittenger & Anderson Inc
Nebraska
$1K +$1.51K +12 New
SIS
500
Sound Income Strategies
Florida
$1K +$1.51K +12 New
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