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Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
626
Westside Investment Management
California
$38.1K +$18K +193 +87%
CFD
627
Creative Financial Designs
Indiana
$36.2K -$28K -300 -43%
SWM
628
Spire Wealth Management
Virginia
$35.4K -$342K -3,665 -90%
ACM
629
Aster Capital Management
United Arab Emirates
$33.9K +$34.5K +370 New
GCS
630
Gordian Capital (Singapore)
Singapore
$32.3K – – –
GTAM
631
Global Trust Asset Management
Florida
$31.8K -$93 -1 -0.3%
WANY
632
Wealthspire Advisors (New York)
New York
$30.5K +$31.1K +333 New
QL
633
Quarry LP
New York
$30.1K -$240K -2,573 -89%
BOJHT
634
Bank of Jackson Hole Trust
Wyoming
$28.9K – – –
RF
635
Rossby Financial
Florida
$27.5K – – –
RFP
636
Root Financial Partners
California
$26.2K +$26.7K +286 New
JWA
637
JFS Wealth Advisors
Pennsylvania
$25.4K – – –
PC
638
Promus Capital
Illinois
$25.2K – – –
CFB
639
Cullen/Frost Bankers
Texas
$24.8K -$6.44K -69 -20%
PB
640
Pinnacle Bancorp
Nebraska
$23.9K – – –
RFG
641
REAP Financial Group
Texas
$23.9K +$4.01K +43 +20%
CSB
642
City State Bank
Iowa
$23.8K – – –
ARMT
643
Amica Retiree Medical Trust
Rhode Island
$23K +$23.9K +256 New
AAS
644
Ameritas Advisory Services
Nebraska
$20.6K -$1.03K -11 -5%
CAL
645
Capital Advisors Ltd
Ohio
$18K – – –
MPWT
646
MassMutual Private Wealth & Trust
Connecticut
$17.7K -$747 -8 -4%
GWP
647
Gen-Wealth Partners
Michigan
$16.7K +$17K +182 New
APW
648
Aventura Private Wealth
Florida
$15.2K – – –
PFBT
649
Parkside Financial Bank & Trust
Missouri
$15K -$7.19K -77 -32%
RCM
650
Raleigh Capital Management
North Carolina
$14.9K -$654 -7 -4%
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