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Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
451
Stephens Inc
Arkansas
$247K +$32.6K +344 +15%
KWA
452
Kingswood Wealth Advisors
California
$246K +$28.2K +298 +13%
GGS
453
Galvin Gaustad & Stein
Arizona
$239K +$18.9K +200 +9%
MFAM
454
Motley Fool Asset Management
Virginia
$238K -$8.71K -92 -4%
ISWM
455
Independent Solutions Wealth Management
New York
$233K +$4.07K +43 +2%
BJL
456
Brighton Jones LLC
Washington
$232K -$144K -1,516 -38%
FFM
457
Forum Financial Management
Illinois
$230K -$1.04K -11 -0.4%
HPC
458
HM Payson & Co
Maine
$229K – – –
I
459
INVST
Indiana
$226K +$227K +2,394 New
NYLIM
460
New York Life Investment Management
New York
$225K -$14.8K -156 -6%
OAM
461
Ostrum Asset Management
France
$221K +$11.9K +126 +6%
QC
462
Quent Capital
New York
$220K +$2.84K +30 +1%
GT
463
Greenleaf Trust
Michigan
$216K -$7.76K -82 -3%
BP
464
Ballentine Partners
Massachusetts
$215K -$33.2K -351 -13%
TRCT
465
Tower Research Capital (TRC)
New York
$214K +$215K +2,266 +9,442%
SW
466
Schulz Wealth
Texas
$214K – – –
MYAM
467
Meiji Yasuda Asset Management
Japan
$207K -$1.89K -20 -0.9%
BRWA
468
B. Riley Wealth Advisors
Florida
$207K -$60.3K -637 -22%
CAM
469
Claret Asset Management
Quebec, Canada
$207K +$22.2K +235 +12%
AFG
470
Atomi Financial Group
New York
$206K +$208K +2,200 New
LSA
471
L & S Advisors
California
$206K +$208K +2,200 New
RIM
472
Rakuten Investment Management
Japan
$203K +$79K +834 +61%
EWA
473
EverSource Wealth Advisors
Alabama
$197K +$166K +1,754 +514%
TAM
474
Tucker Asset Management
Colorado
$196K +$190K +2,010 +2,544%
CF
475
Corebridge Financial
Texas
$190K +$192K +2,031 New
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19
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