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Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
501
IFP Advisors
Florida
$369K +$38.3K +161 +13%
CCP
502
Corient Capital Partners
California
$364K +$20.9K +88 +7%
OPWM
503
Oakwell Private Wealth Management
Texas
$362K +$338K +1,424 New
HWA
504
HHM Wealth Advisors
Tennessee
$356K – – –
PCG
505
Private Capital Group
Connecticut
$353K -$47.5K -200 -13%
BCA
506
Berman Capital Advisors
Georgia
$349K +$1.43K +6 +0.4%
AR
507
Advisory Research
Illinois
$349K +$63.5K +267 +24%
TCM
508
Tuttle Capital Management
Connecticut
$349K +$326K +1,371 New
BCM
509
Brookstone Capital Management
Illinois
$348K +$38.7K +163 +14%
HFM
510
Harvest Fund Management
China
$343K -$101K -427 -24%
Los Angeles Capital Management
511
Los Angeles Capital Management
California
$341K – – –
GIA
512
Gladstone Institutional Advisory
Florida
$338K -$704K -2,962 -69%
FI
513
FormulaFolio Investments
Michigan
$337K +$315K +1,325 New
JCM
514
Jag Capital Management
Missouri
$331K – – –
XS
515
XR Securities
Illinois
$330K +$308K +1,296 New
ACM
516
AlphaCrest Capital Management
New York
$323K -$856K -3,600 -74%
SI
517
Stephens Inc
Arkansas
$323K +$15.2K +64 +5%
AAP
518
Aristotle Atlantic Partners
Florida
$322K +$76.8K +323 +34%
FFN
519
Focus Financial Network
Minnesota
$321K +$39.7K +167 +15%
Vanguard Personalized Indexing Management
520
Vanguard Personalized Indexing Management
California
$315K +$54.9K +231 +23%
WWP
521
Waypoint Wealth Partners
California
$313K +$293K +1,232 New
TA
522
Trivest Advisors
Hong Kong
$305K +$285K +1,200 New
FRA
523
Frank Rimerman Advisors
California
$295K +$276K +1,160 New
SF
524
Symphony Financial
Texas
$294K +$7.13K +30 +3%
SFP
525
Sandbox Financial Partners
Maryland
$294K +$275K +1,156 New
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