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Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
626
Clearstead Advisors
Ohio
$29.4K +$21.6K +221 +381%
BOJHT
627
Bank of Jackson Hole Trust
Wyoming
$28.5K – – –
CSB
628
City State Bank
Iowa
$27.4K – – –
HI
629
Harbour Investments
Wisconsin
$27.4K +$15.3K +157 +152%
WF
630
Wayfinding Financial
Washington
$27K +$25.4K +260 New
WWM
631
Wolff Wiese Magana
California
$25.9K +$15K +154 +167%
VSQM
632
V-Square Quantitative Management
Illinois
$23.5K +$21.8K +223 New
WPWM
633
Western Pacific Wealth Management
Illinois
$21K – – –
CAL
634
Capital Advisors Ltd
Ohio
$21K -$6.84K -70 -26%
CFO
635
CVA Family Office
Colorado
$20.8K +$6.93K +71 +56%
CFB
636
Cullen/Frost Bankers
Texas
$18.9K +$8.21K +84 +88%
RFG
637
REAP Financial Group
Texas
$18.5K +$17.1K +175 +17,500%
WTA
638
Washington Trust Advisors
Massachusetts
$18.3K +$3.22K +33 +23%
SC
639
SouthState Corp
Florida
$17.9K +$14.4K +147 +639%
APW
640
Aventura Private Wealth
Florida
$17.5K -$12.1K -124 -43%
FP
641
Financial Perspectives
Minnesota
$15.5K -$391 -4 -3%
TWC
642
TD Waterhouse Canada
Ontario, Canada
$14.7K +$7.13K +73 +107%
HWP
643
Highline Wealth Partners
California
$14.7K +$13.7K +140 New
BGAI
644
Bruce G. Allen Investments
Colorado
$14.3K – – –
HWM
645
Hemington Wealth Management
Virginia
$13K +$6.06K +62 +100%
CCM
646
CAAS Capital Management
New York
$12.2K +$11.3K +116 New
WT
647
Whittier Trust
California
$12.1K – – –
TFGT
648
TS Financial Group (TSFG)
Illinois
$12K – – –
MPWT
649
MassMutual Private Wealth & Trust
Connecticut
$11.2K +$7.23K +74 +231%
BIA
650
Bell Investment Advisors
California
$10.7K +$879 +9 +10%
24 25
26
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