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Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
KFG
676
Kingdom Financial Group
Arizona
$1.89K – – –
LAS
677
Lloyd Advisory Services
Georgia
$1.89K +$1.99K +24 New
MWM
678
Mosley Wealth Management
California
$1.83K +$1.66K +20 New
VWA
679
Valued Wealth Advisors
Utah
$1.81K – – –
MG
680
Mather Group
Illinois
$1.8K +$1.91K +23 New
DPW
681
DiNuzzo Private Wealth
Pennsylvania
$1.65K -$83 -1 -5%
S
682
Sachetta
Massachusetts
$1.65K – – –
CFM
683
Cornerstone Financial Management
Massachusetts
$1.65K +$83 +1 +5%
RWM
684
Raffa Wealth Management
District of Columbia
$1.65K +$83 +1 +5%
SC
685
SouthState Corp
Florida
$1.5K -$3.65K -44 -70%
FMP
686
Financial Management Professionals
Texas
$1.26K – – –
SWP
687
Strategic Wealth Partners
Ohio
$1.26K – – –
TPWA
688
Twin Peaks Wealth Advisors
California
$1.18K +$1.25K +15 New
DF
689
Dunhill Financial
United Kingdom
$1.17K +$996 +12 +600%
RWM
690
Rialto Wealth Management
New York
$1.1K +$166 +2 +17%
CPG
691
Cornerstone Planning Group
New Jersey
$1.09K +$913 +11 +367%
TM
692
Torren Management
California
$1.02K -$29.4K -354 -96%
BHWM
693
Bay Harbor Wealth Management
Maryland
$1.02K -$83 -1 -7%
AW
694
Avion Wealth
Texas
$1K -$249 -3 -19%
PS
695
PayPay Securities
Japan
$864 -$83 -1 -8%
ACA
696
American Capital Advisory
Idaho
$788 +$830 +10 New
MAFA
697
MJT & Associates Financial Advisory
Minnesota
$788 +$830 +10 New
GSWM
698
Golden State Wealth Management
California
$787 -$1.83K -22 -69%
BC
699
Barrett & Company
Rhode Island
$787 – – –
BCH
700
Berkshire Capital Holdings
California
$787 – – –
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