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Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
551
LexAurum Advisors
Kansas
$226K +$223K +925 New
JIC
552
Johnson Investment Counsel
Ohio
$222K +$219K +908 New
ALAM
553
Asahi Life Asset Management
Japan
$220K +$217K +900 New
FQ
554
First Quadrant
California
$220K +$217K +900 New
PCP
555
Proficio Capital Partners
Massachusetts
$214K +$211K +874 New
MA
556
Montag & Associates
Georgia
$212K +$5.79K +24 +3%
AFC
557
AFT Forsyth & Company
Florida
$212K +$209K +866 New
FC
558
Financial Consulate
Maryland
$212K +$210K +868 New
CA
559
Claro Advisors
Massachusetts
$211K +$209K +864 New
OR
560
Olympiad Research
Connecticut
$211K +$209K +864 New
SSB
561
Sandy Spring Bank
Maryland
$209K +$6.03K +25 +3%
ESCM
562
Echo Street Capital Management
New York
$209K +$206K +855 New
WCM
563
Weld Capital Management
New York
$207K +$204K +847 New
IFWM
564
Institute for Wealth Management
Colorado
$205K +$202K +838 New
DWM
565
Dakota Wealth Management
Florida
$203K +$200K +828 New
FMLI
566
Fukoku Mutual Life Insurance
Japan
$196K -$24.1K -100 -11%
QCG
567
Quadrant Capital Group
Ohio
$196K -$2.17K -9 -1%
AII
568
AGF Investments Inc
Ontario, Canada
$190K -$270K -1,117 -59%
AA
569
Ancora Advisors
Ohio
$190K – – –
SPIA
570
Steward Partners Investment Advisory
New York
$179K -$54.1K -224 -23%
FPA
571
First Pacific Advisors
California
$165K – – –
SWA
572
Sutton Wealth Advisors
Florida
$163K +$724 +3 +0.5%
AAP
573
Arax Advisory Partners
Colorado
$147K +$145K +600 New
FHA
574
First Horizon Advisors
Tennessee
$140K +$73.4K +304 +111%
LC
575
Lindbrook Capital
California
$134K +$27K +112 +26%
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