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OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
726
Private Wealth Management Group
New Jersey
$9.14K -$2.16K -23 -26%
MP
727
McDonald Partners
Ohio
$8.46K +$5.83K +62 New
AFC
728
Ares Financial Consulting
California
$8.32K – – –
CAM
729
Close Asset Management
United Kingdom
$8K – – –
AP
730
Aspect Partners
Virginia
$7.91K -$7.24K -77 -57%
CA
731
CoreCap Advisors
Michigan
$7.23K -$16.8K -179 -77%
WCM
732
Winthrop Capital Management
Indiana
$7K – – –
OC
733
Oakworth Capital
Alabama
$6.96K – – –
SAM
734
Sherman Asset Management
California
$6.82K – – –
CH
735
Cromwell Holdings
Wyoming
$6.41K +$1.41K +15 +47%
JWM
736
JPL Wealth Management
Colorado
$6.28K – – –
IAS
737
IMA Advisory Services
Colorado
$6.14K +$4.23K +45 New
CRI
738
Commonwealth Retirement Investments
Virginia
$6.14K +$4.23K +45 New
RWM
739
Raffa Wealth Management
District of Columbia
$6K +$2.16K +23 +110%
CT
740
Colonial Trust
South Carolina
$5.73K -$1.13K -12 -22%
LF
741
LifeSteps Financial
California
$5.73K +$3.95K +42 New
MNA
742
Manning & Napier Advisors
New York
$5.51K +$3.95K +42 New
HWM
743
HighMark Wealth Management
Minnesota
$5.46K -$940 -10 -20%
BC
744
Barrett & Company
Rhode Island
$5.46K +$2.82K +30 +300%
HWP
745
Highline Wealth Partners
California
$5.32K – – –
FC
746
Financial Consulate
Maryland
$5.32K +$188 +2 +5%
CCMI
747
Creative Capital Management Investments
California
$5.32K +$3.67K +39 New
B
748
Bayban
Minnesota
$5.05K – – –
AF
749
Advisornet Financial
Minnesota
$5.05K +$188 +2 +6%
MCM
750
MV Capital Management
Maryland
$5.05K +$2.92K +31 +517%
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30
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