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Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
FLFS
701
Family Legacy Financial Solutions
North Carolina
$3.76K – – –
TCOV
702
Trust Company of Vermont
Vermont
$3.3K – – –
PFA
703
Pathway Financial Advisers
Indiana
$3.12K +$3.17K +34 New
EWP
704
Elevation Wealth Partners
California
$2.94K +$2.99K +32 New
SIS
705
Sound Income Strategies
Florida
$2.81K – – –
FMB
706
Field & Main Bank
Kentucky
$2.75K – – –
IA
707
IFS Advisors
Kansas
$2.75K – – –
AWM
708
Activest Wealth Management
Florida
$2.66K -$373 -4 -12%
CH
709
Cromwell Holdings
Wyoming
$2.57K +$1.68K +18 +180%
CPG
710
Cornerstone Planning Group
New Jersey
$2.2K +$934 +10 +167%
DPW
711
DiNuzzo Private Wealth
Pennsylvania
$2.13K +$93 +1 +5%
VWA
712
Valued Wealth Advisors
Utah
$2.11K – – –
PWMA
713
Pension & Wealth Management Advisors
Massachusetts
$2.11K -$1.87K -20 -47%
GEA
714
Glen Eagle Advisors
New Jersey
$2.11K +$1.21K +13 +130%
RWM
715
Raffa Wealth Management
District of Columbia
$2.02K +$934 +10 +83%
AW
716
Avion Wealth
Texas
$2K +$467 +5 +25%
FMP
717
Financial Management Professionals
Texas
$1.47K -$560 -6 -27%
FWM
718
FSA Wealth Management
Massachusetts
$1.19K – – –
MCM
719
MV Capital Management
Maryland
$1.1K +$560 +6 +100%
PWA
720
Principia Wealth Advisory
Texas
$1.01K – – –
CCM
721
Cloud Capital Management
Washington
$1K +$1.96K +21 New
PS
722
PayPay Securities
Japan
$978 +$467 +5 +83%
BLC
723
Brown, Lisle/Cummings
Rhode Island
$943 – – –
BCH
724
Berkshire Capital Holdings
California
$917 – – –
BC
725
Barrett & Company
Rhode Island
$917 +$934 +10 New
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