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Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
676
Lyell Wealth Management
California
– -$278K -3,229 Closed
CIC
677
Carnegie Investment Counsel
Ohio
– -$277K -3,217 Closed
TM
678
Tiger Management
New York
– -$267K -3,100 Closed
AWS
679
Atria Wealth Solutions
New York
– -$267K -3,094 Closed
SW
680
SteelPeak Wealth
California
– -$264K -3,060 Closed
PAM
681
PVG Asset Management
Colorado
– -$254K -2,940 Closed
NYLIM
682
New York Life Investment Management
New York
– -$253K -2,933 Closed
BP
683
Ballentine Partners
Massachusetts
– -$241K -2,792 Closed
MC
684
Moors & Cabot
Massachusetts
– -$239K -2,777 Closed
AP
685
Adero Partners
California
– -$232K -2,695 Closed
SC
686
Sepio Capital
Utah
– -$232K -2,686 Closed
VWA
687
V Wealth Advisors
Kansas
– -$220K -2,553 Closed
ISWM
688
Independent Solutions Wealth Management
New York
– -$220K -2,551 Closed
MHS
689
M Holdings Securities
Oregon
– -$219K -2,537 Closed
HFM
690
Harvest Fund Management
China
– -$205K -2,382 Closed
KC
691
Knuff & Co
California
– -$137K -2,000 Closed
CMF
692
Counterpoint Mutual Funds
California
– -$108K -1,249 Closed
BWP
693
Baldwin Wealth Partners
Massachusetts
– -$95.7K -1,110 Closed
AS
694
AM Squared
Hong Kong
– -$94.9K -1,100 Closed
DFCM
695
Dark Forest Capital Management
Puerto Rico
– -$93.7K -1,087 Closed
GM
696
GeoWealth Management
Illinois
– -$84K -972 Closed
AWM
697
Accel Wealth Management
Iowa
– -$51.7K -600 Closed
BAM
698
Belpointe Asset Management
Nevada
– -$27.6K -320 Closed
QL
699
Quarry LP
New York
– -$22K -255 Closed
PP
700
Pacifica Partners
Canada
– -$7.57K -95 Closed
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