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Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
676
Sound Income Strategies
Florida
$3.16K – – –
FMB
677
Field & Main Bank
Kentucky
$3.16K – – –
IA
678
IFS Advisors
Kansas
$3.16K – – –
WIM
679
Westside Investment Management
California
$3.04K – – –
MCM
680
MV Capital Management
Maryland
$2.95K +$2.73K +28 New
HIP
681
HUB Investment Partners
Texas
$2.84K +$2.64K +27 New
KWM
682
Kiker Wealth Management
Georgia
$2.84K +$2.64K +27 New
ACM
683
Accent Capital Management
Ohio
$2.74K +$2.54K +26 New
SIC
684
SJS Investment Consulting
Ohio
$2.42K – – –
VWA
685
Valued Wealth Advisors
Utah
$2.42K – – –
PWMA
686
Pension & Wealth Management Advisors
Massachusetts
$2.42K -$259K -2,651 -99%
GFPC
687
Global Financial Private Client
Florida
$2.42K +$1.66K +17 +283%
CIAM
688
Caitong International Asset Management
Hong Kong
$2.31K -$126K -1,288 -98%
DPW
689
DiNuzzo Private Wealth
Pennsylvania
$2.31K – – –
FFO
690
Fortitude Family Office
Arizona
$2.31K – – –
PAM
691
Parvin Asset Management
South Dakota
$2.21K -$391 -4 -16%
SIC
692
Salem Investment Counselors
North Carolina
$2.21K +$2.05K +21 New
CW
693
Curio Wealth
Maryland
$1.73K +$98 +1 New
FMP
694
Financial Management Professionals
Texas
$1.68K – – –
CIAS
695
CBIZ Investment Advisory Services
Ohio
$1.47K +$1.37K +14 New
CA
696
Continuum Advisory
Idaho
$1.37K – – –
FWM
697
FSA Wealth Management
Massachusetts
$1.37K – – –
RWM
698
Raffa Wealth Management
District of Columbia
$1.26K – – –
CT
699
Clearstead Trust
Maine
$1.26K +$1.17K +12 New
SFGP
700
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.16K +$98 +1 +10%
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