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Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
376
Laird Norton Wetherby Wealth Management
California
$793K -$55.5K -221 -6%
DBT
377
Dubuque Bank & Trust
Iowa
$787K – – –
CG
378
Caprock Group
Idaho
$786K -$34.9K -139 -4%
WPW
379
Waldron Private Wealth
Pennsylvania
$779K -$1.26K -5 -0.1%
SFS
380
Sowell Financial Services
Arkansas
$778K -$6.53K -26 -0.8%
KPCM
381
Kings Point Capital Management
New York
$772K +$754 +3 +0.1%
RA
382
Rational Advisors
New York
$766K -$54K -215 -6%
SWP
383
Stratos Wealth Partners
Ohio
$742K -$58.8K -234 -7%
UCFA
384
United Capital Financial Advisors
Texas
$736K -$146K -580 -15%
IMRF
385
Illinois Municipal Retirement Fund
Illinois
$734K – – –
MHS
386
M Holdings Securities
Oregon
$732K +$834K +3,320 New
RIM
387
Redpoint Investment Management
Australia
$721K – – –
BMSSC
388
B. Metzler seel. Sohn & Co
Germany
$714K -$143K -568 -15%
NA
389
NewEdge Advisors
Louisiana
$712K -$411K -1,635 -34%
CRC
390
Curi RMB Capital
Illinois
$701K – – –
CF
391
Centaurus Financial
California
$678K -$170K -675 -18%
CIAS
392
Capital Investment Advisory Services
North Carolina
$670K +$251 +1 +0%
LWM
393
Lyell Wealth Management
California
$658K +$506K +2,013 +207%
SS
394
Sunbelt Securities
Texas
$644K +$61.3K +244 +9%
OAM
395
Optimal Asset Management
California
$639K +$729K +2,900 New
CAN
396
Cetera Advisor Networks
California
$612K +$149K +593 +27%
CGL
397
Clarius Group LLC
Washington
$610K – – –
SI
398
Stephens Inc
Arkansas
$607K +$373K +1,486 +117%
DCM
399
Dupont Capital Management
Delaware
$603K +$24.9K +99 +4%
FAB
400
First American Bank
Illinois
$587K -$48.5K -193 -7%
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