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Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
526
Apogem Capital
New York
$330K +$345K +1,390 New
WA1
527
Wimmer Associates 1
California
$328K +$65.8K +265 +24%
NIG
528
NFJ Investment Group
Texas
$327K -$74.5K -300 -18%
SO
529
STRS Ohio
Ohio
$325K – – –
SHGA
530
Sand Hill Global Advisors
California
$320K -$11.2K -45 -3%
SCA
531
Snowden Capital Advisors
New York
$319K +$93.4K +376 +39%
CAAS
532
Capital Asset Advisory Services
Michigan
$314K +$5.71K +23 +2%
WCM
533
Washburn Capital Management
Florida
$313K -$197K -795 -38%
QT
534
Quantamental Technologies
New York
$311K +$326K +1,312 New
GGS
535
Galvin Gaustad & Stein
Arizona
$309K -$6.46K -26 -2%
CW
536
CreativeOne Wealth
Kansas
$307K – – –
DC
537
Davenport & Co
Virginia
$307K +$321K +1,293 New
GLA
538
Great Lakes Advisors
Illinois
$304K +$46.9K +189 +17%
WWP
539
Waypoint Wealth Partners
California
$292K – – –
FTDI
540
First Trust Direct Indexing
Massachusetts
$292K +$305K +1,230 New
GC
541
Grace Capital
Massachusetts
$287K +$14.6K +59 +5%
AFC
542
AFT Forsyth & Company
Florida
$286K +$84.4K +340 +39%
PA
543
Pinnacle Associates
New York
$285K +$50.2K +202 +20%
BP
544
BBR Partners
New York
$284K – – –
MC
545
Moors & Cabot
Massachusetts
$284K +$296K +1,192 New
PWSG
546
Pacific Wealth Strategies Group
California
$279K – – –
SGA
547
Sustainable Growth Advisers
Connecticut
$278K +$43K +173 +17%
FRA
548
Frank Rimerman Advisors
California
$275K – – –
BFO
549
Boston Family Office
Massachusetts
$274K +$287K +1,155 New
EFM
550
E Fund Management
China
$272K +$285K +1,148 New
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