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Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
ME
726
McIlrath & Eck
Washington
$917 +$934 +10 New
BWL
727
Bogart Wealth LLC
Virginia
$825 – – –
BHWM
728
Bay Harbor Wealth Management
Maryland
$825 +$187 +2 +29%
CIAS
729
CBIZ Investment Advisory Services
Ohio
$734 -$1.31K -14 -64%
KB
730
Kimelman & Baird
New York
$734 – – –
HIA
731
HFM Investment Advisors
New Jersey
$642 -$93 -1 -13%
CTA
732
Colonial Trust Advisors
South Carolina
$642 – – –
RWM
733
Rialto Wealth Management
New York
$551 – – –
DWM
734
Darwin Wealth Management
Florida
$550 – – –
TIM
735
Tortoise Investment Management
New York
$550 – – –
KG
736
Kilter Group
New York
$459 -$654 -7 -58%
CMA
737
Cedar Mountain Advisors
Oregon
$459 +$467 +5 New
WW
738
Winnow Wealth
Texas
$368 +$373 +4 New
DF
739
DecisionPoint Financial
Arizona
$367 – – –
WA
740
WPG Advisers
Maryland
$367 – – –
BHWM
741
Beaird Harris Wealth Management
Texas
$281 -$187 -2 -40%
VFM
742
Vision Financial Markets
Connecticut
$276 – – –
SA
743
Seneschal Advisors
Washington
$276 +$280 +3 New
ACM
744
Anfield Capital Management
California
$275 +$280 +3 New
QWM
745
Quaker Wealth Management
New Jersey
$184 – – –
CFP
746
Comprehensive Financial Planning
Pennsylvania
$183 – – –
ACA
747
American Capital Advisory
Idaho
$92 -$373 -4 -80%
TFM
748
TFC Financial Management
Massachusetts
$92 – – –
GIA
749
GHP Investment Advisors
Colorado
$92 +$93 +1 New
PAM
750
Palisade Asset Management
Minnesota
$92 +$93 +1 New
28 29
30
31 32