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Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
JAM
576
JCIC Asset Management
Ontario, Canada
$8K – – –
LWCFA
577
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K – – –
SIS
578
Sound Income Strategies
Florida
$8K +$5.09K +30 +250%
GWS
579
Glassman Wealth Services
Virginia
$8K +$5.43K +32 +356%
ST
580
Smithfield Trust
Pennsylvania
$8K +$6.62K +39 New
HFA
581
Hoover Financial Advisors
Pennsylvania
$8K +$6.79K +40 New
EWP
582
Engrave Wealth Partners
Texas
$8K +$7.13K +42 New
RDWM
583
Red Door Wealth Management
Tennessee
$7K +$6.62K +39 New
ETC
584
Exchange Traded Concepts
Oklahoma
$6K -$56.5K -333 -91%
LWANC
585
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K -$1.7K -10 -25%
ABC
586
Associated Banc-Corp
Wisconsin
$6K – – –
PA
587
Perennial Advisors
New York
$6K +$4.92K +29 New
APWM
588
Atlas Private Wealth Management
New York
$6K +$5.09K +30 New
EFSCE
589
Enterprise Financial Services Corp (EFSC)
Missouri
$5K +$3.23K +19 +380%
KPW
590
Kore Private Wealth
New York
$5K +$4.92K +29 New
PMFA
591
Plante Moran Financial Advisors
Michigan
$4K – – –
VRM
592
Vectors Research Management
New York
$4K +$3.4K +20 New
FMP
593
Financial Management Professionals
Texas
$3K – – –
HI
594
Hudock Inc
Pennsylvania
$3K – – –
IF
595
Ironwood Financial
Arizona
$3K – – –
TFO
596
Tarbox Family Office
California
$3K – – –
TSW
597
Thompson Siegel & Walmsley
Virginia
$3K – – –
PAI
598
Pittenger & Anderson Inc
Nebraska
$3K +$170 +1 +8%
TPCW
599
TD Private Client Wealth
New York
$2.4K +$509 +3 +33%
BCH
600
Berkshire Capital Holdings
California
$2K -$17.4M -102,200 -100%
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