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Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
676
Blue Trust Inc
Georgia
$7.24K -$1.03K -11 -12%
BCM
677
Boreal Capital Management
Florida
$6.88K – – –
AUB
678
Atlantic Union Bankshares
Virginia
$6.7K +$1.96K +21 +40%
WT
679
Whittier Trust
California
$6.53K -$4.2K -45 -39%
HWP
680
Highline Wealth Partners
California
$6.51K -$6.44K -69 -49%
AA
681
Addison Advisors
Vermont
$6.42K -$2.8K -30 -30%
SA
682
Strategic Advocates
Utah
$6.24K +$6.35K +68 New
CT
683
Colonial Trust
South Carolina
$6.14K – – –
SL
684
Salomon & Ludwin
Virginia
$5.97K -$1.03K -11 -15%
MAM
685
Marquette Asset Management
Minnesota
$5.87K +$5.98K +64 New
SC
686
SouthState Corp
Florida
$5.69K -$373 -4 -6%
MG
687
Mather Group
Illinois
$5.67K +$5.79K +62 New
KFA
688
Kelleher Financial Advisors
New York
$5.5K +$5.6K +60 New
GWS
689
Greykasell Wealth Strategies
California
$5.04K – – –
S
690
Sachetta
Massachusetts
$5.04K +$2.24K +24 +77%
CAM
691
Close Asset Management
United Kingdom
$5K – – –
FFO
692
Fortitude Family Office
Arizona
$4.86K -$560 -6 -10%
OC
693
Oakworth Capital
Alabama
$4.68K +$4.76K +51 New
FFWM
694
Future Financial Wealth Management
Ohio
$4.58K – – –
SAM
695
Sherman Asset Management
California
$4.58K – – –
HNW
696
High Note Wealth
Minnesota
$4.58K +$467 +5 +11%
PWA
697
Physician Wealth Advisors
Utah
$4.49K +$3.46K +37 +308%
JWM
698
JPL Wealth Management
Colorado
$4.22K +$4.29K +46 New
WCM
699
Winthrop Capital Management
Indiana
$4K – – –
BFS
700
Bare Financial Services
Pennsylvania
$3.94K +$4.01K +43 New
26 27
28
29 30