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Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
626
Financial Perspectives
Minnesota
$12.7K – – –
WWM
627
Wolff Wiese Magana
California
$12.6K – – –
FMII
628
Farmers & Merchants Investments Inc
Nebraska
$12.5K +$349 +4 +3%
GCM
629
Glynn Capital Management
California
$12.3K – – –
PWPS
630
Pinnacle Wealth Planning Services
Ohio
$12.2K +$12.3K +141 New
CFO
631
CVA Family Office
Colorado
$11.9K +$611 +7 +5%
OP
632
ORG Partners
Indiana
$11.9K -$262 -3 -2%
FC
633
Financial Consulate
Maryland
$11.8K -$26.2K -300 -69%
AP
634
Aspect Partners
Virginia
$11.5K +$3.05K +35 +36%
PWA
635
Physician Wealth Advisors
Utah
$11.5K +$7.33K +84 +171%
MCM
636
Manchester Capital Management
Vermont
$10.6K -$2.71K -31 -20%
1CP
637
1015 Capital Partners
Pennsylvania
$10.4K +$10.5K +120 New
TFGT
638
TS Financial Group (TSFG)
Illinois
$10K – – –
MPWT
639
MassMutual Private Wealth & Trust
Connecticut
$9.34K -$7.42K -85 -44%
MCA
640
McGuire Capital Advisors
Oklahoma
$9.17K +$9.25K +106 New
ZBNA
641
Zions Bancorporation, National Association
Utah
$9.08K +$9.16K +105 New
CW
642
Curio Wealth
Maryland
$8.84K +$8.73K +100 New
ACM
643
Accent Capital Management
Ohio
$8.13K – – –
PFBT
644
Parkside Financial Bank & Trust
Missouri
$8.04K -$6.2K -71 -43%
SAG
645
SageView Advisory Group
California
$7.96K +$8.03K +92 New
HI
646
Harbour Investments
Wisconsin
$7.78K -$2.27K -26 -22%
KFAS
647
Keating Financial Advisory Services
Kansas
$7.44K +$7.5K +86 New
BIA
648
Bell Investment Advisors
California
$7.09K -$960 -11 -12%
BTI
649
Blue Trust Inc
Georgia
$6.83K – – –
EW
650
Elyxium Wealth
California
$6.63K +$6.72K +77 New
24 25
26
27 28