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Okta
OKTA

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