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Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
651
Bedel Financial Consulting
Indiana
$26K -$5.96K -25 -18%
CA
652
CoreCap Advisors
Michigan
$26K +$28.1K +118 New
JFA
653
JNBA Financial Advisors
Minnesota
$25K +$1.19K +5 +5%
AWM
654
Avior Wealth Management
Nebraska
$24K +$715 +3 +3%
RA
655
Rise Advisors
New York
$23.3K +$24.8K +104 New
AA
656
Addison Advisors
Vermont
$23K +$715 +3 +3%
SWM
657
Selective Wealth Management
Virginia
$22K – – –
BWP
658
Baldwin Wealth Partners
Massachusetts
$22K +$23.8K +100 New
CWP
659
Concord Wealth Partners
Virginia
$21K +$15.7K +66 +244%
MAM
660
Meeder Asset Management
Ohio
$20K -$490K -2,055 -96%
PAI
661
Pittenger & Anderson Inc
Nebraska
$20K -$238 -1 -1%
SWA
662
SOA Wealth Advisors
New York
$20K – – –
SBL
663
Sargent Bickham Lagudis
Colorado
$19K -$3.1K -13 -14%
MIM
664
Macroview Investment Management
Maryland
$19K +$20K +84 +4,200%
RDIA
665
RE Dickinson Investment Advisors
Iowa
$18K +$19.1K +80 New
CT
666
Cambridge Trust
Massachusetts
$18K +$19.3K +81 New
AW
667
Avion Wealth
Texas
$17K – – –
LWCFA
668
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$17K – – –
WT
669
Whittier Trust
California
$17K – – –
OF
670
Outfitter Financial
Maine
$17K +$17.9K +75 New
CA
671
Clearstead Advisors
Ohio
$16K -$44.1K -185 -72%
WT
672
Washington Trust
Rhode Island
$16K – – –
JWA
673
JFS Wealth Advisors
Pennsylvania
$16K +$1.19K +5 +7%
TCWA
674
Ten Capital Wealth Advisors
Washington
$16K +$16.7K +70 New
TFGT
675
TS Financial Group (TSFG)
Illinois
$15K -$71.5K -300 -82%
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