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OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
GHAM
751
Gilman Hill Asset Management
Connecticut
– -$210K -825 Closed
QC
752
QCM Cayman
Texas
– -$210K -825 Closed
CGH
753
Crossmark Global Holdings
Texas
– -$204K -801 Closed
FPS
754
Fieldpoint Private Securities
Connecticut
– -$203K -800 Closed
RA
755
RFG Advisory
Alabama
– -$202K -800 Closed
LA
756
LexAurum Advisors
Kansas
– -$202K -796 Closed
CFG
757
Cooper Financial Group
California
– -$202K -795 Closed
SGA
758
Sustainable Growth Advisers
Connecticut
– -$200K -788 Closed
OIM
759
Oder Investment Management
California
– -$120K -469 Closed
FCH
760
Freestone Capital Holdings
Washington
– -$90K -354 Closed
LGA
761
Lebenthal Global Advisors
New York
– -$63K -250 Closed
CCMW
762
Cypress Capital Management (Wyoming)
Wyoming
– -$62K -245 Closed
RPWA
763
Regent Peak Wealth Advisors
Georgia
– -$56K -221 Closed
JIR
764
James Investment Research
Ohio
– -$56K -220 Closed
ICP
765
Interchange Capital Partners
Pennsylvania
– -$50K -200 Closed
ADL
766
Asset Dedication LLC
California
– -$47K -187 Closed
AWA
767
Arkadios Wealth Advisors
Georgia
– -$29K -117 Closed
TI
768
tru Independence
Oregon
– -$25.4K -103 Closed
BSG
769
Black Swift Group
Colorado
– -$25K -100 Closed
CWC
770
Carolinas Wealth Consulting
North Carolina
– -$25K -100 Closed
JCM
771
Jacobi Capital Management
Pennsylvania
– -$25K -100 Closed
CCA
772
Childress Capital Advisors
Texas
– -$23K -90 Closed
BWM
773
Birchcreek Wealth Management
Ohio
– -$21K -83 Closed
PFPT
774
Pinnacle Financial Partners (Tennessee)
Tennessee
– -$15K -70 Closed
LWCFA
775
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$14K -56 Closed
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