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Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
401
Thoroughbred Financial Services
Tennessee
$384K -$2.2M -25,134 -83%
CCFM
402
Clear Creek Financial Management
Washington
$383K -$8.3K -95 -2%
TCM
403
Triumph Capital Management
Colorado
$380K -$9.35K -107 -2%
PWM
404
Perigon Wealth Management
California
$377K -$5.94K -68 -1%
OC
405
Oppenheimer & Co
New York
$368K -$632K -7,233 -59%
BA
406
Bristlecone Advisors
Washington
$363K – – –
ALAM
407
Asahi Life Asset Management
Japan
$346K +$407K +4,660 New
FHB
408
First Hawaiian Bank
Hawaii
$341K +$400K +4,581 New
YC
409
Yarbrough Capital
Tennessee
$327K -$325K -3,716 -46%
AIA
410
Angeles Investment Advisors
California
$326K -$47.6K -545 -11%
FRA
411
Frank Rimerman Advisors
California
$324K -$2.97K -34 -0.8%
FDCDDQ
412
Federation des caisses Desjardins du Quebec
Quebec, Canada
$321K +$112K +1,286 +42%
SLAM
413
Swiss Life Asset Management
$318K +$142K +1,621 +61%
GWM
414
Geneos Wealth Management
Colorado
$312K -$484K -5,540 -57%
AC
415
Armistice Capital
New York
$308K +$362K +4,139 New
BMSSC
416
B. Metzler seel. Sohn & Co
Germany
$307K – – –
BFG
417
Bleakley Financial Group
New Jersey
$306K +$15.9K +182 +5%
MMA
418
Miracle Mile Advisors
California
$302K – – –
DADC
419
D.A. Davidson & Co
Montana
$301K -$244K -2,790 -41%
BCM
420
BluePointe Capital Management
California
$300K +$1.05K +12 +0.3%
WPW
421
Waldron Private Wealth
Pennsylvania
$299K -$2.45K -28 -0.7%
MWM
422
Mission Wealth Management
California
$298K +$2.53K +29 +0.7%
RCA
423
Resonant Capital Advisors
Wisconsin
$296K +$24.7K +283 +8%
CG
424
Cynosure Group
Utah
$295K +$347K +3,972 New
VAS
425
Vestmark Advisory Solutions
Massachusetts
$295K – – –
15 16
17
18 19