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OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
551
Compass Financial Management
Florida
$349K +$240K +2,548 New
FC
552
Fairscale Capital
New Hampshire
$348K – – –
TMC
553
Themes Management Co
Connecticut
$343K +$237K +2,516 New
CWA
554
Cura Wealth Advisors
Illinois
$341K +$235K +2,500 New
CMBA
555
C.M. Bidwell & Associates
Hawaii
$340K +$29.9K +318 +15%
FFP
556
FourThought Financial Partners
Florida
$340K +$234K +2,491 New
FHA
557
Flagship Harbor Advisors
Massachusetts
$339K -$7.05K -75 -3%
SFI
558
Siemens Fonds Invest
Germany
$338K +$4.33K +46 +2%
HPC
559
HM Payson & Co
Maine
$334K – – –
IWC
560
Integrated Wealth Concepts
Massachusetts
$330K -$583K -6,196 -72%
KWM
561
Kingsview Wealth Management
Oregon
$326K -$148K -1,571 -40%
GWM
562
GDS Wealth Management
Texas
$323K +$222K +2,365 New
GI
563
GS Investments
Minnesota
$321K – – –
GKWIM
564
Gerber Kawasaki Wealth & Investment Management
California
$319K +$220K +2,340 New
PS
565
Principal Securities
Iowa
$318K -$142K -1,506 -39%
GAM
566
Groupama Asset Management
France
$312K +$223K +2,375 New
DWA
567
Douglass Winthrop Advisors
New York
$308K +$213K +2,260 New
1IA
568
1620 Investment Advisors
Massachusetts
$303K +$63.5K +675 +44%
7WCP
569
71 West Capital Partners
Massachusetts
$300K +$207K +2,196 New
SC
570
Savant Capital
Illinois
$300K +$40.4K +430 +16%
MFS
571
Mattson Financial Services
Michigan
$299K +$190K +2,025 New
CWM
572
Connecticut Wealth Management
Connecticut
$298K +$205K +2,185 New
CFM
573
Catalyst Funds Management
Australia
$298K -$125K -1,330 -38%
GT
574
Greenleaf Trust
Michigan
$291K +$200K +2,129 New
CG
575
Caprock Group
Idaho
$289K -$1,000K -10,629 -83%
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