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Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
376
Caprock Group
Idaho
$786K -$34.9K -139 -4%
WPW
377
Waldron Private Wealth
Pennsylvania
$779K -$1.26K -5 -0.1%
SFS
378
Sowell Financial Services
Arkansas
$778K -$6.53K -26 -0.8%
KPCM
379
Kings Point Capital Management
New York
$772K +$754 +3 +0.1%
RA
380
Rational Advisors
New York
$766K -$54K -215 -6%
SWP
381
Stratos Wealth Partners
Ohio
$742K -$58.8K -234 -7%
UCFA
382
United Capital Financial Advisors
Texas
$736K -$146K -580 -15%
IMRF
383
Illinois Municipal Retirement Fund
Illinois
$734K – – –
MHS
384
M Holdings Securities
Oregon
$732K +$834K +3,320 New
RIM
385
Redpoint Investment Management
Australia
$721K – – –
BMSSC
386
B. Metzler seel. Sohn & Co
Germany
$714K -$143K -568 -15%
NA
387
NewEdge Advisors
Louisiana
$712K -$411K -1,635 -34%
CRC
388
Curi RMB Capital
Illinois
$701K – – –
CF
389
Centaurus Financial
California
$678K -$170K -675 -18%
CIAS
390
Capital Investment Advisory Services
North Carolina
$670K +$251 +1 +0%
LWM
391
Lyell Wealth Management
California
$658K +$506K +2,013 +207%
SS
392
Sunbelt Securities
Texas
$644K +$61.3K +244 +9%
OAM
393
Optimal Asset Management
California
$639K +$729K +2,900 New
CAN
394
Cetera Advisor Networks
California
$612K +$149K +593 +27%
CGL
395
Clarius Group LLC
Washington
$610K – – –
SI
396
Stephens Inc
Arkansas
$607K +$373K +1,486 +117%
DCM
397
Dupont Capital Management
Delaware
$603K +$24.9K +99 +4%
FAB
398
First American Bank
Illinois
$587K -$48.5K -193 -7%
HVM
399
Harvest Volatility Management
Connecticut
$579K +$257K +1,023 +64%
DT
400
Diversified Trust
Tennessee
$576K -$146K -581 -18%
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16
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