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Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
651
Harbour Investments
Wisconsin
$77.4K +$19.9K +212 +60%
PUI
652
Purpose Unlimited Inc
$75.8K +$52.2K +555 New
CAM
653
Costello Asset Management
Pennsylvania
$75.7K – – –
EI
654
EFG International
$75K – – –
FFG
655
Forum Finance Group
$75K – – –
APW
656
Aventura Private Wealth
Florida
$71.8K +$33.9K +360 +217%
BWA
657
Basecamp Wealth Advisors
Washington
$70K – – –
SIC
658
SJS Investment Consulting
Ohio
$68.8K -$23.2K -247 -33%
VCM
659
Versant Capital Management
Arizona
$68.6K -$187K -1,987 -80%
FCAS
660
First Command Advisory Services
Texas
$68.2K – – –
HFM
661
Hartford Financial Management
Connecticut
$68.2K – – –
CIAM
662
Caitong International Asset Management
Hong Kong
$66.2K +$45K +479 +7,983%
BBHC
663
Brown Brothers Harriman & Co
New York
$59.5K – – –
WIM
664
Westside Investment Management
California
$56.6K – – –
BTI
665
Blue Trust Inc
Georgia
$55.1K +$30.6K +325 +411%
CFD
666
Creative Financial Designs
Indiana
$50.4K +$6.96K +74 +25%
WAG
667
Wilkerson Advisory Group
Missouri
$49.9K +$34.4K +366 New
SL
668
Salomon & Ludwin
Virginia
$49K – – –
GCS
669
Gordian Capital (Singapore)
Singapore
$48.2K +$94 +1 +0.3%
BIAS
670
Beacon Investment Advisory Services
New Jersey
$42.3K – – –
SWM
671
SHP Wealth Management
Massachusetts
$41.5K -$2.54K -27 -8%
MPWT
672
MassMutual Private Wealth & Trust
Connecticut
$40.4K +$20.5K +218 +279%
CFO
673
CVA Family Office
Colorado
$37.4K +$3.67K +39 +17%
TFA
674
Transamerica Financial Advisors
Florida
$34.7K +$1.22K +13 +5%
O
675
Ossiam
France
$34.5K +$23.8K +253 New
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