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Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
451
Waldron Private Wealth
Pennsylvania
$319K +$1.86K +24 +0.6%
OWA
452
Octavia Wealth Advisors
Ohio
$318K +$313K +4,035 New
CG
453
Caprock Group
Idaho
$318K +$19.1K +246 +6%
RCA
454
Resonant Capital Advisors
Wisconsin
$317K +$3.72K +48 +1%
RK
455
Rather & Kittrell
Tennessee
$314K -$128K -1,653 -29%
CG
456
Cynosure Group
Utah
$312K -$853 -11 -0.3%
WI
457
Wahed Invest
New York
$312K +$6.51K +84 +2%
G
458
GenTrust
Florida
$311K +$306K +3,945 New
BC
459
Bridgefront Capital
Texas
$308K -$109K -1,406 -26%
TC
460
Truvestments Capital
Florida
$302K +$21.9K +282 +8%
AWM
461
Avior Wealth Management
Nebraska
$300K +$289K +3,730 +4,844%
PA
462
PharVision Advisers
Florida
$299K +$294K +3,794 New
BFG
463
Bleakley Financial Group
New Jersey
$297K -$26.4K -340 -8%
CB
464
Commerce Bank
Missouri
$294K -$15K -194 -5%
GL
465
Graypoint LLC
New York
$286K +$281K +3,629 New
LOAMU
466
Lombard Odier Asset Management (USA)
New York
$282K +$278K +3,583 New
S
467
SignatureFD
Georgia
$278K -$8.53K -110 -3%
FHA
468
Flagship Harbor Advisors
Massachusetts
$276K -$164K -2,121 -38%
QI
469
Qtron Investments
Massachusetts
$275K – – –
AWA
470
Aaron Wealth Advisors
Illinois
$273K +$3.33K +43 +1%
RWI
471
Red Wave Investments
Pennsylvania
$267K – – –
MGP
472
Metis Global Partners
California
$267K +$15.9K +205 +6%
GWM
473
GK Wealth Management
Nevada
$266K +$262K +3,380 New
UCFA
474
United Capital Financial Advisors
Texas
$265K -$21.6K -279 -8%
BJL
475
Brighton Jones LLC
Washington
$261K +$256K +3,307 New
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19
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