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Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
426
Stratos Wealth Partners
Ohio
$523K -$48.6K -520 -8%
SC
427
Syon Capital
California
$521K +$340K +3,644 +179%
SCI
428
Stableford Capital II
Arizona
$515K +$2.61K +28 +0.5%
TC
429
Truvestments Capital
Florida
$512K +$27.1K +290 +5%
OSAM
430
O'Shaughnessy Asset Management
Connecticut
$511K -$18.6K -199 -3%
CG
431
Cynosure Group
Utah
$504K – – –
BEI
432
Benjamin Edwards Inc
Missouri
$502K -$11.6K -124 -2%
PD
433
Point72 (DIFC)
United Arab Emirates
$498K +$507K +5,432 New
AIM
434
Avity Investment Management
Connecticut
$497K – – –
FPAS
435
Focus Partners Advisor Solutions
Missouri
$495K -$86.4K -925 -14%
SI
436
Stephens Inc
Arkansas
$495K +$10.1K +108 +2%
TLFA
437
True Link Financial Advisors
California
$491K -$23.3K -250 -4%
RWMG
438
Redwood Wealth Management Group
New Jersey
$490K +$1.03K +11 +0.2%
CPIG
439
Chicago Partners Investment Group
Illinois
$484K +$228K +2,447 +82%
FC
440
Fore Capital
New York
$481K +$490K +5,250 New
SW
441
SteelPeak Wealth
California
$480K -$22.1K -237 -4%
TIM
442
Thompson Investment Management
Wisconsin
$480K – – –
GWM
443
GK Wealth Management
Nevada
$480K +$23.7K +254 +5%
AWA
444
Arkadios Wealth Advisors
Georgia
$478K +$18.4K +197 +4%
DILIC
445
Dai-ichi Life Insurance Company
Japan
$476K – – –
KLCM
446
KG&L Capital Management
Louisiana
$475K +$484K +5,180 New
IIM
447
INTECH Investment Management
Florida
$461K -$1.42M -15,256 -75%
FCM
448
Fieldview Capital Management
Michigan
$460K +$469K +5,019 New
ECM
449
Evergreen Capital Management
Washington
$453K +$273K +2,919 +145%
SI
450
Sapience Investments
California
$451K +$83.4K +893 +22%
16 17
18
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