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Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
576
Annapolis Financial Services
Maryland
$2K – – –
CMBA
577
C.M. Bidwell & Associates
Hawaii
$2K – – –
WWM
578
Wolff Wiese Magana
California
$2K – – –
SC
579
Schubert & Co
Texas
$2K +$1.19K +11 +183%
BC
580
Bartlett & Co
Ohio
$2K +$2.7K +25 New
SWM
581
Sugarloaf Wealth Management
Georgia
$2K +$2.7K +25 New
ED
582
Exane Derivatives
France
$1.36K -$77.8K -720 -98%
FSWA
583
Financial Synergies Wealth Advisors
Texas
$1.27K +$1.51K +14 New
RWM
584
Raffa Wealth Management
District of Columbia
$1.08K -$756 -7 -37%
GI
585
Gradient Investments
Minnesota
$1K -$4.18M -38,690 -100%
AWM
586
Avior Wealth Management
Nebraska
$1K -$3.24K -30 -70%
FEG
587
Financial Enhancement Group
Indiana
$1K – – –
FMP
588
Financial Management Professionals
Texas
$1K – – –
LFG
589
Larson Financial Group
Missouri
$1K – – –
PA
590
PSI Advisors
Florida
$1K – – –
DI
591
Disciplined Investments
Oklahoma
$1K +$108 +1 +20%
TFA
592
Transamerica Financial Advisors
Florida
$1K +$108 +1 New
LF
593
Lee Financial
Texas
$1K +$216 +2 +29%
TFA
594
Toth Financial Advisory
Virginia
$1K +$324 +3 +60%
JFGIW
595
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$648 +6 New
SFG
596
Steward Financial Group
Texas
$1K +$1.51K +14 New
WWMSC
597
Wagner Wealth Management (South Carolina)
South Carolina
$1K +$1.73K +16 New
FP
598
Financial Perspectives
Minnesota
$362 – – –
FGAM
599
Financial Gravity Asset Management
Texas
$300 -$43K -398 -33%
GFPC
600
Global Financial Private Client
Florida
$96 – – –
22 23
24
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