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Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
726
Patriot Financial Group Insurance Agency
Massachusetts
– -$21K -140 Closed
T
727
TCWP
Ohio
– -$20K -137 Closed
FCA
728
FinTrust Capital Advisors
South Carolina
– -$17K -110 Closed
CAGAS
729
Capital Advisory Group Advisory Services
Minnesota
– -$16K -107 Closed
RTC
730
Riverview Trust Company
Washington
– -$15K -99 Closed
SWA
731
SOA Wealth Advisors
New York
– -$14K -93 Closed
BFC
732
Bedel Financial Consulting
Indiana
– -$13K -89 Closed
TPCW
733
TD Private Client Wealth
New York
– -$13K -86 Closed
WT
734
Washington Trust
Rhode Island
– -$11K -72 Closed
LWCFA
735
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$6K -40 Closed
CWP
736
Concord Wealth Partners
Virginia
– -$4.1K -38 -93%
TCWA
737
Ten Capital Wealth Advisors
Washington
– -$3K -19 Closed
EFS
738
Econ Financial Services
Pennsylvania
– -$3K -18 Closed
PWMG
739
Prestige Wealth Management Group
New Jersey
– -$2K -16 Closed
TFO
740
Tarbox Family Office
California
– -$2K -13 Closed
TAM
741
Tucker Asset Management
Colorado
– -$1.51K -10 Closed
PCA
742
Providence Capital Advisors
North Carolina
– -$1K -9 Closed
TH
743
TCTC Holdings
Texas
– -$1K -6 Closed
CI
744
Cordant Inc
Oregon
– -$1K -5 Closed
SCA
745
Stonebridge Capital Advisors
Minnesota
– +$324 +3 New
VCM
746
Versant Capital Management
Arizona
– +$540 +5 New
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