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Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
726
Center for Financial Planning
Michigan
$10.1K -$67.8K -721 -91%
FHC
727
First Horizon Corporation
Tennessee
$10.1K -$470 -5 -6%
BWL
728
Bogart Wealth LLC
Virginia
$9.96K +$6.3K +67 +1,117%
AWM
729
Activest Wealth Management
Florida
$9.82K +$6.68K +71 +7,100%
CJ
730
Caitlin John
Michigan
$9.55K -$47.5K -505 -88%
DF
731
Downshift Financial
Colorado
$9.55K +$6.58K +70 New
PWMG
732
Private Wealth Management Group
New Jersey
$9.14K -$2.16K -23 -26%
MP
733
McDonald Partners
Ohio
$8.46K +$5.83K +62 New
AFC
734
Ares Financial Consulting
California
$8.32K – – –
CAM
735
Close Asset Management
United Kingdom
$8K – – –
AP
736
Aspect Partners
Virginia
$7.91K -$7.24K -77 -57%
CA
737
CoreCap Advisors
Michigan
$7.23K -$16.8K -179 -77%
WCM
738
Winthrop Capital Management
Indiana
$7K – – –
OC
739
Oakworth Capital
Alabama
$6.96K – – –
SAM
740
Sherman Asset Management
California
$6.82K – – –
CH
741
Cromwell Holdings
Wyoming
$6.41K +$1.41K +15 +47%
JWM
742
JPL Wealth Management
Colorado
$6.28K – – –
IAS
743
IMA Advisory Services
Colorado
$6.14K +$4.23K +45 New
CRI
744
Commonwealth Retirement Investments
Virginia
$6.14K +$4.23K +45 New
RWM
745
Raffa Wealth Management
District of Columbia
$6K +$2.16K +23 +110%
CT
746
Colonial Trust
South Carolina
$5.73K -$1.13K -12 -22%
LF
747
LifeSteps Financial
California
$5.73K +$3.95K +42 New
MNA
748
Manning & Napier Advisors
New York
$5.51K +$3.95K +42 New
HWM
749
HighMark Wealth Management
Minnesota
$5.46K -$940 -10 -20%
BC
750
Barrett & Company
Rhode Island
$5.46K +$2.82K +30 +300%
28 29
30
31 32