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Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
376
Brighton Jones LLC
Washington
$386K +$33.5K +442 +10%
SW
377
SVB Wealth
Massachusetts
$385K -$21.2K -279 -6%
TCM
378
Triumph Capital Management
Colorado
$382K +$33.1K +437 +10%
MA
379
Mezzasalma Advisors
New Jersey
$381K – – –
ESCM
380
Echo Street Capital Management
New York
$380K -$1.34M -17,699 -79%
TI
381
Tidal Investments
Wisconsin
$366K +$56.5K +745 +20%
WDC
382
Woodward Diversified Capital
California
$355K +$331K +4,360 New
TFS
383
Thoroughbred Financial Services
Tennessee
$351K -$80.1K -1,057 -20%
SPC
384
Sigma Planning Corp
Michigan
$340K +$53.8K +710 +20%
CCMG
385
Clark Capital Management Group
Pennsylvania
$340K – – –
VIM
386
Vinva Investment Management
Australia
$338K +$315K +4,150 New
MMA
387
Miracle Mile Advisors
California
$331K -$3.71K -49 -1%
WPW
388
Waldron Private Wealth
Pennsylvania
$328K +$1.14K +15 +0.4%
WSCM
389
Wellington Shields Capital Management
New York
$326K +$303K +4,000 New
FHA
390
Flagship Harbor Advisors
Massachusetts
$322K -$1.9K -25 -0.6%
PTC
391
Petrus Trust Company
Texas
$321K -$291K -3,835 -49%
EF
392
Empowered Funds
Pennsylvania
$315K +$21.6K +285 +8%
VI
393
Versor Investments
New York
$313K +$291K +3,843 New
PWM
394
Prosperity Wealth Management
California
$311K +$21.6K +285 +8%
CB
395
Commerce Bank
Missouri
$311K +$12.9K +170 +5%
AT
396
American Trust
Kentucky
$309K +$288K +3,793 New
IFG
397
Independent Financial Group
California
$304K -$16.5K -218 -6%
GCP
398
GSA Capital Partners
United Kingdom
$304K +$282K +3,724 New
CC
399
Courier Capital
New York
$303K +$5.46K +72 +2%
VRM
400
Vectors Research Management
New York
$302K +$5.46K +72 +2%
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16
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