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Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
BOJHT
626
Bank of Jackson Hole Trust
Wyoming
$28.5K – – –
CSB
627
City State Bank
Iowa
$27.4K – – –
HI
628
Harbour Investments
Wisconsin
$27.4K +$15.3K +157 +152%
WF
629
Wayfinding Financial
Washington
$27K +$25.4K +260 New
WWM
630
Wolff Wiese Magana
California
$25.9K +$15K +154 +167%
VSQM
631
V-Square Quantitative Management
Illinois
$23.5K +$21.8K +223 New
WPWM
632
Western Pacific Wealth Management
Illinois
$21K – – –
CAL
633
Capital Advisors Ltd
Ohio
$21K -$6.84K -70 -26%
CFO
634
CVA Family Office
Colorado
$20.8K +$6.93K +71 +56%
CFB
635
Cullen/Frost Bankers
Texas
$18.9K +$8.21K +84 +88%
RFG
636
REAP Financial Group
Texas
$18.5K +$17.1K +175 +17,500%
WTA
637
Washington Trust Advisors
Massachusetts
$18.3K +$3.22K +33 +23%
SC
638
SouthState Corp
Florida
$17.9K +$14.4K +147 +639%
APW
639
Aventura Private Wealth
Florida
$17.5K -$12.1K -124 -43%
FP
640
Financial Perspectives
Minnesota
$15.5K -$391 -4 -3%
TWC
641
TD Waterhouse Canada
Ontario, Canada
$14.7K +$7.13K +73 +107%
HWP
642
Highline Wealth Partners
California
$14.7K +$13.7K +140 New
BGAI
643
Bruce G. Allen Investments
Colorado
$14.3K – – –
HWM
644
Hemington Wealth Management
Virginia
$13K +$6.06K +62 +100%
CCM
645
CAAS Capital Management
New York
$12.2K +$11.3K +116 New
WT
646
Whittier Trust
California
$12.1K – – –
TFGT
647
TS Financial Group (TSFG)
Illinois
$12K – – –
MPWT
648
MassMutual Private Wealth & Trust
Connecticut
$11.2K +$7.23K +74 +231%
BIA
649
Bell Investment Advisors
California
$10.7K +$879 +9 +10%
RIL
650
Rothschild Investment LLC
Illinois
$10.7K – – –
24 25
26
27 28