We are live on ! Find out more
OKTA icon

Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
551
Arvest Trust
Oklahoma
$246K +$261K +1,097 New
CAG
552
Crestwood Advisors Group
Massachusetts
$245K – – –
GLA
553
Great Lakes Advisors
Illinois
$244K -$45.3K -190 -15%
CNWM
554
Clay Northam Wealth Management
California
$244K +$260K +1,090 New
CL
555
CPWM LLC
Washington
$242K – – –
AT
556
American Trust
Kentucky
$242K +$257K +1,078 New
RCM
557
Requisite Capital Management
Texas
$242K +$257K +1,078 New
NFG
558
Nadler Financial Group
Illinois
$240K – – –
BFM
559
Boothbay Fund Management
New York
$240K +$255K +1,070 New
YMRC
560
Yorktown Management & Research Company
Virginia
$238K – – –
MPM
561
MBB Public Markets
Illinois
$237K +$252K +1,057 New
AA
562
Ancora Advisors
Ohio
$232K +$61.9K +260 +34%
SW
563
SkyOak Wealth
Michigan
$228K -$238K -1,000 -50%
PCS
564
Personal CFO Solutions
New Jersey
$228K +$6.67K +28 +3%
MC
565
Moors & Cabot
Massachusetts
$226K -$43.4K -182 -15%
EN1L
566
Engine No 1 LLC
California
$226K +$241K +1,010 New
SG
567
StoneX Group
New York
$224K +$11K +46 +5%
AFG
568
Albion Financial Group
Utah
$224K – – –
BFS
569
Bard Financial Services
Connecticut
$224K – – –
LIA
570
LBMC Investment Advisors
Tennessee
$224K – – –
MMPW
571
Mitchell McLeod Pugh & Williams
Alabama
$224K – – –
RHBC
572
R.H. Bluestein & Co
Michigan
$224K – – –
GIM
573
Guild Investment Management
California
$224K +$238K +1,000 New
BTWM
574
Baker Tilly Wealth Management
Wisconsin
$223K +$5.24K +22 +2%
CFG
575
Cooper Financial Group
California
$223K +$237K +993 New
21 22
23
24 25