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Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
551
FinTrust Capital Advisors
South Carolina
$5.97K +$5.04K +66 New
BC
552
Barrett & Company
Rhode Island
$5.43K – – –
PWMG
553
Private Wealth Management Group
New Jersey
$5.43K +$4.58K +60 New
PFBT
554
Parkside Financial Bank & Trust
Missouri
$5.07K -$6.64K -87 -61%
HFS
555
Hantz Financial Services
Michigan
$5K -$1.91K -25 -30%
CAM
556
Close Asset Management
United Kingdom
$5K – – –
LIWM
557
Long Island Wealth Management
New York
$5K +$4.27K +56 New
WCM
558
Winthrop Capital Management
Indiana
$4.98K +$4.2K +55 New
CTA
559
Colonial Trust Advisors
South Carolina
$4.62K – – –
MWA
560
Moser Wealth Advisors
Washington
$4.62K +$3.89K +51 New
BCM
561
Bourgeon Capital Management
Connecticut
$4.53K – – –
CAM
562
Chesapeake Asset Management
New York
$4.53K -$2.29K -30 -38%
JWM
563
Janiczek Wealth Management
Colorado
$3.98K – – –
VAMG
564
Voisard Asset Management Group
Michigan
$3.89K +$3.28K +43 New
PMFA
565
Plante Moran Financial Advisors
Michigan
$3.8K +$3.2K +42 New
TWC
566
TD Waterhouse Canada
Ontario, Canada
$3.67K -$32K -420 -91%
TCM
567
Tradewinds Capital Management
Washington
$3.62K – – –
CFGS
568
Concourse Financial Group Securities
Alabama
$3.62K -$305 -4 -9%
JAM
569
JCIC Asset Management
Ontario, Canada
$3.62K – – –
NMM
570
Naples Money Management
Florida
$3.62K +$3.05K +40 New
AGWCA
571
Annis Gardner Whiting Capital Advisors
Florida
$3.08K +$2.59K +34 New
VCM
572
Versant Capital Management
Arizona
$2.99K -$839 -11 -25%
CAC
573
Core Alternative Capital
Georgia
$2.72K -$20.8K -272 -90%
SIS
574
Sound Income Strategies
Florida
$2.72K – – –
CAM
575
Creekmur Asset Management
Illinois
$2.72K +$2.29K +30 New
21 22
23
24 25