We are live on ! Find out more
OKTA icon

Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
651
Spire Wealth Management
Virginia
$86.9K +$12.6K +134 +27%
GSWM
652
Golden State Wealth Management
California
$85.8K +$58.2K +619 +6,190%
HWA
653
HHM Wealth Advisors
Tennessee
$85.3K -$58.8K -625 -50%
PB
654
Pinnacle Bancorp
Nebraska
$79.5K +$54.8K +583 New
HI
655
Harbour Investments
Wisconsin
$77.4K +$19.9K +212 +60%
PUI
656
Purpose Unlimited Inc
$75.8K +$52.2K +555 New
CAM
657
Costello Asset Management
Pennsylvania
$75.7K – – –
EI
658
EFG International
$75K – – –
FFG
659
Forum Finance Group
$75K – – –
APW
660
Aventura Private Wealth
Florida
$71.8K +$33.9K +360 +217%
BWA
661
Basecamp Wealth Advisors
Washington
$70K – – –
SIC
662
SJS Investment Consulting
Ohio
$68.8K -$23.2K -247 -33%
VCM
663
Versant Capital Management
Arizona
$68.6K -$187K -1,987 -80%
FCAS
664
First Command Advisory Services
Texas
$68.2K – – –
HFM
665
Hartford Financial Management
Connecticut
$68.2K – – –
CIAM
666
Caitong International Asset Management
Hong Kong
$66.2K +$45K +479 +7,983%
BBHC
667
Brown Brothers Harriman & Co
New York
$59.5K – – –
WIM
668
Westside Investment Management
California
$56.6K – – –
BTI
669
Blue Trust Inc
Georgia
$55.1K +$30.6K +325 +411%
CFD
670
Creative Financial Designs
Indiana
$50.4K +$6.96K +74 +25%
WAG
671
Wilkerson Advisory Group
Missouri
$49.9K +$34.4K +366 New
SL
672
Salomon & Ludwin
Virginia
$49K – – –
GCS
673
Gordian Capital (Singapore)
Singapore
$48.2K +$94 +1 +0.3%
BIAS
674
Beacon Investment Advisory Services
New Jersey
$42.3K – – –
SWM
675
SHP Wealth Management
Massachusetts
$41.5K -$2.54K -27 -8%
25 26
27
28 29