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Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
501
Farther Finance Advisors
California
$431K -$16.1K -171 -5%
CA
502
Carson Advisory
Georgia
$430K -$61.1K -650 -17%
TLFA
503
True Link Financial Advisors
California
$430K -$33K -351 -10%
P8IP
504
Pier 88 Investment Partners
California
$423K -$414K -4,400 -59%
AAP
505
Arax Advisory Partners
Colorado
$415K +$84.6K +900 +42%
NG
506
Norden Group
Utah
$414K -$7.62K -81 -3%
GIM
507
Generali Investments Management
Slovenia
$410K +$32.8K +349 +13%
AF
508
Allworth Financial
California
$410K +$95.5K +1,015 +51%
TWPM
509
Total Wealth Planning & Management
Florida
$409K +$282K +3,001 New
A
510
Allianz
Germany
$409K -$376K -4,000 -57%
LFM
511
LGT Fund Management
Liechtenstein
$409K +$282K +3,000 New
SMFG
512
Sumitomo Mitsui Financial Group
Japan
$409K +$282K +3,000 New
PAS
513
Park Avenue Securities
New York
$409K +$282K +3,000 New
PGFC
514
Peapack-Gladstone Financial Corp
New Jersey
$409K +$282K +3,000 New
FI
515
Finivi Inc
Massachusetts
$404K -$26.2K -279 -9%
MA
516
MONECO Advisors
Connecticut
$397K -$846 -9 -0.3%
PL
517
Perpetual Ltd
Australia
$397K +$274K +2,911 New
DADC
518
D.A. Davidson & Co
Montana
$397K -$2.44K -26 -0.9%
SC
519
Syon Capital
California
$397K -$90.7K -964 -25%
RFM
520
Royal Fund Management
Florida
$396K -$4.2M -44,700 -94%
MFAM
521
Motley Fool Asset Management
Virginia
$394K -$31.5K -335 -10%
PE
522
PCM Encore
Colorado
$393K +$2.54K +27 +0.9%
CFO
523
Callan Family Office
Pennsylvania
$392K +$27.3K +290 +11%
FMI
524
Frec Markets Inc
California
$390K +$269K +2,856 New
ASN
525
Advisory Services Network
Georgia
$389K +$45K +478 +20%
19 20
21
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