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Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
526
Macroview Investment Management
Maryland
$11.2K +$1.59K +21 +15%
HI
527
Harbour Investments
Wisconsin
$11.2K – – –
RA
528
Rise Advisors
New York
$10.7K – – –
OCM
529
Osterweis Capital Management
California
$10.7K +$11.7K +154 New
FP
530
Financial Perspectives
Minnesota
$10.5K – – –
FGAM
531
Financial Gravity Asset Management
Texas
$10.3K -$1.29K -17 -20%
HIA
532
Harbor Investment Advisory
Maryland
$10.2K +$532 +7 +5%
PFBT
533
Parkside Financial Bank & Trust
Missouri
$9.78K -$1.14K -15 -10%
LOIP
534
Live Oak Investment Partners
Texas
$9.5K – – –
PTC
535
Private Trust Company
Ohio
$8.88K – – –
NCM
536
Northwest Capital Management
Oregon
$8.39K +$9.19K +121 New
CFO
537
CVA Family Office
Colorado
$7.28K – – –
HWA
538
Heritage Wealth Advisors
Virginia
$7.21K – – –
BIA
539
Bell Investment Advisors
California
$7.07K -$380 -5 -5%
ZB
540
Zions Bancorporation
Utah
$7K – – –
CSB
541
City State Bank
Iowa
$7K – – –
CCP
542
Carmel Capital Partners
California
$6.93K – – –
IWP
543
IAG Wealth Partners
Wisconsin
$6.93K – – –
TCPG
544
Trivant Custom Portfolio Group
California
$6.93K – – –
SWA
545
SOA Wealth Advisors
New York
$6.45K – – –
BTI
546
Blue Trust Inc
Georgia
$6K -$2.58K -34 -32%
AA
547
AlphaMark Advisors
Kentucky
$6K – – –
CAM
548
Close Asset Management
United Kingdom
$6K – – –
HFS
549
Hantz Financial Services
Michigan
$6K – – –
RDIA
550
RE Dickinson Investment Advisors
Iowa
$6K – – –
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