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Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
676
Berbice Capital Management
New York
$7.5K +$8.01K +75 New
LFA
677
LGT Financial Advisors
Texas
$7.5K +$8.01K +75 New
BCM
678
Boreal Capital Management
Florida
$7.5K +$8.01K +75 New
SL
679
Salomon & Ludwin
Virginia
$7.36K +$8.01K +75 New
CT
680
Colonial Trust
South Carolina
$6.7K +$2.24K +21 +46%
SC
681
SouthState Corp
Florida
$6.6K -$11.1K -104 -61%
GC
682
Garde Capital
Washington
$6.5K – – –
CAM
683
Close Asset Management
United Kingdom
$6K – – –
FFO
684
Fortitude Family Office
Arizona
$5.9K +$3.95K +37 +168%
GWS
685
Greykasell Wealth Strategies
California
$5.5K +$5.87K +55 New
AUB
686
Atlantic Union Bankshares
Virginia
$5.2K +$5.55K +52 New
WCM
687
Winthrop Capital Management
Indiana
$5K – – –
FFWM
688
Future Financial Wealth Management
Ohio
$5K -$32K -300 -86%
TIM
689
Total Investment Management
Arizona
$5K +$5.34K +50 New
SAM
690
Sherman Asset Management
California
$5K +$5.34K +50 New
ETC
691
Exchange Traded Concepts
Oklahoma
$4.9K +$5.23K +49 New
HNW
692
High Note Wealth
Minnesota
$4.5K +$4.81K +45 New
PWMA
693
Pension & Wealth Management Advisors
Massachusetts
$4.3K +$2.14K +20 +87%
FLFS
694
Family Legacy Financial Solutions
North Carolina
$4.1K +$4.38K +41 New
PSFG
695
Park Square Financial Group
Georgia
$4K +$4.27K +40 New
MSWA
696
Marshall & Sterling Wealth Advisors
New York
$3.9K +$4.17K +39 New
TCOV
697
Trust Company of Vermont
Vermont
$3.6K – – –
AWM
698
Activest Wealth Management
Florida
$3.3K -$107 -1 -3%
S
699
Sachetta
Massachusetts
$3.1K -$1.07K -10 -24%
CAWM
700
Capital A Wealth Management
Pennsylvania
$3.08K +$3.63K +34 New
26 27
28
29 30