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Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
551
Farther Finance Advisors
California
$9.05K -$6.17K -81 -44%
CFO
552
CVA Family Office
Colorado
$9.05K – – –
CSB
553
City State Bank
Iowa
$9K +$7.61K +100 New
HWA
554
Heritage Wealth Advisors
Virginia
$8.97K – – –
ZB
555
Zions Bancorporation
Utah
$8.71K -$761 -10 -9%
IWP
556
IAG Wealth Partners
Wisconsin
$8.62K – – –
CCP
557
Carmel Capital Partners
California
$8.62K +$7.61K +100 New
TCPG
558
Trivant Custom Portfolio Group
California
$8.62K +$7.61K +100 New
SWA
559
SOA Wealth Advisors
New York
$8.02K – – –
AA
560
AlphaMark Advisors
Kentucky
$8K -$4.57K -60 -40%
PP
561
Pacifica Partners
Canada
$7.57K +$7.23K +95 New
AF
562
Advisornet Financial
Minnesota
$7.5K +$152 +2 +2%
TIM
563
Thompson Investment Management
Wisconsin
$7.07K +$6.24K +82 New
RDIA
564
RE Dickinson Investment Advisors
Iowa
$7K – – –
HFS
565
Hantz Financial Services
Michigan
$7K +$1.9K +25 +42%
CAM
566
Close Asset Management
United Kingdom
$7K +$2.28K +30 +54%
BTI
567
Blue Trust Inc
Georgia
$7K +$5.71K +75 +234%
CAM
568
Chesapeake Asset Management
New York
$6.9K +$6.09K +80 New
WP
569
WealthPLAN Partners
Nebraska
$6.9K +$6.09K +80 New
CIM
570
Contravisory Investment Management
Massachusetts
$6.47K +$5.71K +75 New
AAP
571
Arax Advisory Partners
Colorado
$6.38K – – –
CA
572
Crewe Advisors
Utah
$5.78K -$1.75K -23 -26%
BC
573
Barrett & Company
Rhode Island
$5.17K – – –
FWM
574
Focused Wealth Management
New York
$5.09K – – –
BF
575
BOK Financial
Oklahoma
$5K +$4.42K +58 New
21 22
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