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Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
751
First Heartland Consultants
Missouri
– -$272 -1,216 Closed
MWM
752
Meridian Wealth Management
Kentucky
– -$271K -1,211 Closed
PA
753
Pinnacle Associates
New York
– -$269K -1,200 Closed
BP
754
BBR Partners
New York
– -$268K -1,196 Closed
RA
755
RFG Advisory
Alabama
– -$264K -1,177 Closed
PWSG
756
Pacific Wealth Strategies Group
California
– -$263K -1,175 Closed
GW
757
GW & Wade
Massachusetts
– -$256K -1,142 Closed
MIM
758
Moseley Investment Management
Florida
– -$249K -1,112 Closed
CCB
759
Cutter & Co Brokerage
Missouri
– -$247K -1,100 Closed
AT
760
Arvest Trust
Oklahoma
– -$246K -1,097 Closed
CAG
761
Crestwood Advisors Group
Massachusetts
– -$245K -1,092 Closed
CNWM
762
Clay Northam Wealth Management
California
– -$244K -1,090 Closed
GLA
763
Great Lakes Advisors
Illinois
– -$244K -1,090 Closed
RCM
764
Requisite Capital Management
Texas
– -$242K -1,078 Closed
BFM
765
Boothbay Fund Management
New York
– -$240K -1,070 Closed
NFG
766
Nadler Financial Group
Illinois
– -$240K -1,070 Closed
YMRC
767
Yorktown Management & Research Company
Virginia
– -$238K -1,060 Closed
MPM
768
MBB Public Markets
Illinois
– -$237K -1,057 Closed
CL
769
CPWM LLC
Washington
– -$242K -1,020 Closed
PCS
770
Personal CFO Solutions
New Jersey
– -$228K -1,019 Closed
SW
771
SkyOak Wealth
Michigan
– -$228K -1,015 Closed
EN1L
772
Engine No 1 LLC
California
– -$226K -1,010 Closed
MC
773
Moors & Cabot
Massachusetts
– -$226K -1,010 Closed
SG
774
StoneX Group
New York
– -$224K -1,001 Closed
LIA
775
LBMC Investment Advisors
Tennessee
– -$224K -1,000 Closed
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