We are live on ! Find out more
OKTA icon

Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
551
BOK Financial
Oklahoma
$352K -$8.56K -91 -3%
AFG
552
Atomi Financial Group
New York
$349K +$240K +2,557 New
CFM
553
Compass Financial Management
Florida
$349K +$240K +2,548 New
FC
554
Fairscale Capital
New Hampshire
$348K – – –
TMC
555
Themes Management Co
Connecticut
$343K +$237K +2,516 New
CWA
556
Cura Wealth Advisors
Illinois
$341K +$235K +2,500 New
CMBA
557
C.M. Bidwell & Associates
Hawaii
$340K +$29.9K +318 +15%
FFP
558
FourThought Financial Partners
Florida
$340K +$234K +2,491 New
FHA
559
Flagship Harbor Advisors
Massachusetts
$339K -$7.05K -75 -3%
SFI
560
Siemens Fonds Invest
Germany
$338K +$4.33K +46 +2%
HPC
561
HM Payson & Co
Maine
$334K – – –
KWM
562
Kingsview Wealth Management
Oregon
$326K -$148K -1,571 -40%
IWC
563
Integrated Wealth Concepts
Massachusetts
$324K -$587K -6,241 -72%
GWM
564
GDS Wealth Management
Texas
$323K +$222K +2,365 New
GI
565
GS Investments
Minnesota
$321K – – –
GKWIM
566
Gerber Kawasaki Wealth & Investment Management
California
$319K +$220K +2,340 New
PS
567
Principal Securities
Iowa
$318K -$142K -1,506 -39%
GAM
568
Groupama Asset Management
France
$312K +$223K +2,375 New
SW
569
Schulz Wealth
Texas
$312K +$215K +2,284 New
DWA
570
Douglass Winthrop Advisors
New York
$308K +$213K +2,260 New
1IA
571
1620 Investment Advisors
Massachusetts
$303K +$63.5K +675 +44%
7WCP
572
71 West Capital Partners
Massachusetts
$300K +$207K +2,196 New
SC
573
Savant Capital
Illinois
$300K +$40.4K +430 +16%
MFS
574
Mattson Financial Services
Michigan
$299K +$190K +2,025 New
CWM
575
Connecticut Wealth Management
Connecticut
$298K +$205K +2,185 New
21 22
23
24 25