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Okta
OKTA

Name Holding Trade Value Shares
Change 		Change in
Stake
MMPW
776
Mitchell McLeod Pugh & Williams
Alabama
– -$224K -1,000 Closed
RHBC
777
R.H. Bluestein & Co
Michigan
– -$224K -1,000 Closed
BTWM
778
Baker Tilly Wealth Management
Wisconsin
– -$223K -994 Closed
CFG
779
Cooper Financial Group
California
– -$223K -993 Closed
FC
780
Financial Consulate
Maryland
– -$222K -990 Closed
Lido Advisors
781
Lido Advisors
California
– -$221K -988 Closed
HCM
782
Highview Capital Management
Illinois
– -$220K -983 Closed
FFA
783
First Foundation Advisors
California
– -$219K -976 Closed
GCM
784
Graham Capital Management
Connecticut
– -$216K -968 Closed
IFWM
785
Institute for Wealth Management
Colorado
– -$216K -962 Closed
H
786
HoyleCohen
California
– -$215K -960 Closed
AFC
787
AFT Forsyth & Company
Florida
– -$214K -956 Closed
MWM
788
Modera Wealth Management
New Jersey
– -$213K -948 Closed
SP
789
Symmetry Partners
Connecticut
– -$211K -942 Closed
CM
790
Castleark Management
Illinois
– -$207K -925 Closed
FCH
791
Freestone Capital Holdings
Washington
– -$205K -916 Closed
LFP
792
Leeward Financial Partners
Washington
– -$204K -909 Closed
PCM
793
Prelude Capital Management
New York
– -$203K -906 Closed
NFC
794
Northeast Financial Consultants
Connecticut
– -$202K -900 Closed
GA
795
GraniteShares Advisors
New York
– -$167K -749 Closed
TCWM
796
Total Clarity Wealth Management
Illinois
– -$147K -656 Closed
BC
797
Barnett & Company
Tennessee
– -$61K -270 Closed
HNWA
798
Henrickson Nauta Wealth Advisors
Michigan
– -$39K -206 Closed
AWA
799
Aquire Wealth Advisors
Utah
– -$45K -200 Closed
TC
800
Truvestments Capital
Florida
– -$45K -200 Closed
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32
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