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Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
601
SHP Wealth Management
Massachusetts
$26.7K +$27K +309 New
RF
602
Rossby Financial
Florida
$26.3K +$349 +4 +1%
EWP
603
Elevation Wealth Partners
California
$25.6K +$23K +264 +825%
RFP
604
Root Financial Partners
California
$25.6K +$873 +10 +3%
CFD
605
Creative Financial Designs
Indiana
$25.5K -$8.73K -100 -25%
WTA
606
Washington Trust Advisors
Massachusetts
$24K +$10.7K +123 +79%
PAMS
607
Pinpoint Asset Management (Singapore)
$24K +$24.3K +278 New
VIS
608
Vega Investment Solutions
France
$23.2K +$23.4K +268 New
RIL
609
Rothschild Investment LLC
Illinois
$22.6K -$32.2K -369 -59%
CSB
610
City State Bank
Iowa
$22.5K – – –
SFG
611
Strive Financial Group
Indiana
$20.2K +$20.4K +234 New
CCM
612
Chilton Capital Management
Texas
$18.2K +$18.3K +210 New
TWD
613
True Wealth Design
Ohio
$18.1K -$72.9K -835 -80%
BGAI
614
Bruce G. Allen Investments
Colorado
$17.1K +$5.41K +62 +46%
CAL
615
Capital Advisors Ltd
Ohio
$17K – – –
MAM
616
Marquette Asset Management
Minnesota
$16.3K +$10.9K +125 +195%
HFM
617
Harvest Fund Management
China
$16K +$2.27K +26 +16%
CA
618
CoreCap Advisors
Michigan
$15.6K -$45.6K -523 -74%
PTC
619
Private Trust Company
Ohio
$14.9K -$56.9K -652 -79%
APW
620
Aventura Private Wealth
Florida
$14.4K – – –
LWANC
621
Laurel Wealth Advisors (North Carolina)
North Carolina
$13.8K +$14K +160 New
TFIPS
622
Towarzystwo Funduszy Inwestycyjnych PZU SA
$13.8K – – –
RAM
623
Reflection Asset Management
South Carolina
$13.8K +$14K +160 New
RCM
624
Raleigh Capital Management
North Carolina
$13.3K -$698 -8 -5%
TFA
625
Transamerica Financial Advisors
Florida
$13K +$6.02K +69 +85%
23 24
25
26 27