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Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
576
PrairieView Partners
Minnesota
$44K – – –
SIM
577
Sonora Investment Management
Arizona
$44K – – –
SOADOR
578
State of Alaska Department of Revenue
Alaska
$43K +$16.8K +67 +52%
FWM
579
Focused Wealth Management
New York
$37K – – –
CAGAS
580
Capital Advisory Group Advisory Services
Minnesota
$30K -$451K -1,793 -93%
SFSIG
581
San Francisco Sentry Investment Group
California
$30K +$35.2K +140 New
MPWT
582
MassMutual Private Wealth & Trust
Connecticut
$29K – – –
LAS
583
Lloyd Advisory Services
Georgia
$29K +$28.6K +114 +633%
IAIM
584
International Assets Investment Management
Florida
$28K – – –
BFC
585
Bedel Financial Consulting
Indiana
$26K +$7.54K +30 +34%
ACM
586
Allred Capital Management
Texas
$23.1K +$26.4K +105 New
AWM
587
Avior Wealth Management
Nebraska
$23K -$13.8K -55 -34%
GI
588
Gradient Investments
Minnesota
$22K – – –
LFG
589
Larson Financial Group
Missouri
$22K – – –
AWC
590
Abundance Wealth Counselors
Pennsylvania
$22K +$25.1K +100 New
GAM
591
Grandview Asset Management
Pennsylvania
$22K +$25.1K +100 New
TWP
592
TFO Wealth Partners
Ohio
$22K +$25.1K +100 New
WP
593
WealthShield Partners
North Carolina
$22K +$25.1K +100 New
LWM
594
Liberty Wealth Management
California
$21K – – –
SWA
595
SOA Wealth Advisors
New York
$20K +$23.4K +93 New
AW
596
Avion Wealth
Texas
$17K -$12.6K -50 -40%
BWM
597
BerganKDV Wealth Management
Minnesota
$17K – – –
WT
598
Whittier Trust
California
$17K – – –
EFSCE
599
Enterprise Financial Services Corp (EFSC)
Missouri
$17K +$8.04K +32 +68%
ADIM
600
Alpha DNA Investment Management
Maryland
$17K +$12.3K +49 +158%
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