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Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
501
Sequoia Financial Advisors
Ohio
$342K +$96.4K +903 +36%
IGAM
502
iA Global Asset Management
Quebec, Canada
$340K -$4.17K -39 -1%
WPW
503
Waldron Private Wealth
Pennsylvania
$338K – – –
CT
504
Chicago Trust
Illinois
$337K +$20K +187 +6%
BL
505
BFSG LLC
California
$336K +$359K +3,365 New
CBA
506
Coastal Bridge Advisors
Connecticut
$329K -$689K -6,453 -66%
UCFA
507
United Capital Financial Advisors
Texas
$329K -$16.9K -158 -5%
NG
508
Norden Group
Utah
$326K +$12.4K +116 +4%
EC
509
EntryPoint Capital
New York
$323K -$13.2K -124 -4%
BJL
510
Brighton Jones LLC
Washington
$321K +$130K +1,217 +61%
SC
511
Savoie Capital
Illinois
$320K +$342K +3,200 New
MFG
512
Menard Financial Group
Texas
$319K +$25.2K +236 +8%
SW
513
SkyOak Wealth
Michigan
$315K +$336K +3,150 New
TF
514
Trek Financial
Arizona
$308K -$103K -968 -24%
PCIA
515
Prime Capital Investment Advisors
Kansas
$308K +$329K +3,083 New
MA
516
MCF Advisors
Kentucky
$303K – – –
OWM
517
Opes Wealth Management
California
$301K -$11.2K -105 -3%
IWA
518
Inspirion Wealth Advisors
Illinois
$301K – – –
PCM
519
Prelude Capital Management
New York
$300K -$342K -3,206 -52%
FHA
520
Flagship Harbor Advisors
Massachusetts
$298K +$6.62K +62 +2%
BC
521
Bayforest Capital
United Kingdom
$294K -$66.2K -620 -17%
QL
522
Quarry LP
New York
$290K +$74.7K +699 +32%
OWA
523
Octavia Wealth Advisors
Ohio
$287K -$160K -1,500 -34%
AV
524
Alamea Verwaltungs
New Jersey
$287K +$79.1K +741 +35%
CPIG
525
Chicago Partners Investment Group
Illinois
$284K +$72.5K +679 +30%
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