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Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
426
Machina Capital
France
$294K +$345K +3,953 New
NA
427
NewEdge Advisors
Louisiana
$293K – – –
CB
428
Commerce Bank
Missouri
$292K -$3.76K -43 -1%
UM
429
UniSuper Management
Australia
$290K – – –
IFG
430
Independent Financial Group
California
$289K +$78.6K +900 +30%
WI
431
Wahed Invest
New York
$288K +$43.6K +499 +15%
TF
432
Trek Financial
Arizona
$285K +$32.9K +377 +11%
CG
433
Caprock Group
Idaho
$281K +$81.3K +930 +33%
HNWAG
434
High Net Worth Advisory Group
Florida
$273K -$15.7K -180 -5%
S
435
SignatureFD
Georgia
$270K -$8.21K -94 -3%
UCFA
436
United Capital Financial Advisors
Texas
$270K +$61.3K +702 +24%
MF
437
Magnetar Financial
Illinois
$269K +$316K +3,619 New
IWC
438
Integrated Wealth Concepts
Massachusetts
$267K -$8.82K -101 -3%
TC
439
Truvestments Capital
Florida
$264K +$61.6K +705 +25%
QI
440
Qtron Investments
Massachusetts
$260K – – –
VI
441
Vestcor Inc
New Brunswick, Canada
$259K – – –
AWA
442
Aaron Wealth Advisors
Illinois
$254K +$47.8K +547 +19%
PA
443
Parallel Advisors
California
$252K -$4.63K -53 -2%
RWI
444
Red Wave Investments
Pennsylvania
$252K – – –
EC
445
EntryPoint Capital
New York
$239K +$281K +3,218 New
MGP
446
Metis Global Partners
California
$236K +$18.5K +212 +7%
SI
447
Stephens Inc
Arkansas
$233K +$44.1K +505 +19%
OWM
448
Opes Wealth Management
California
$228K -$3.32K -38 -1%
FAIM
449
Financial Advocates Investment Management
Washington
$228K +$268K +3,064 New
N
450
Natixis
France
$227K +$8.3K +95 +3%
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