We are live on ! Find out more
OKLO

Oklo
OKLO

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
301
Plancorp LLC
Missouri
$680K +$5.72K +73 +1%
MSFS
302
Main Street Financial Solutions
Pennsylvania
$678K +$475K +6,071 New
DWM
303
Diversify Wealth Management
Utah
$674K +$67.7K +864 +19%
UCMOK
304
United Capital Management of KS
Kansas
$672K -$157K -2,000 -25%
CWM
305
Cornerstone Wealth Management
Missouri
$669K +$40.6K +518 +9%
FIA
306
FNY Investment Advisers
New York
$668K +$406K +5,183 +646%
FC
307
FORA Capital
Florida
$655K -$6.76M -86,292 -94%
SCM
308
Sterling Capital Management
North Carolina
$651K +$284K +3,632 +165%
WP
309
WealthShield Partners
North Carolina
$651K +$457K +5,835 New
HAG
310
HighPoint Advisor Group
Illinois
$650K +$70.1K +895 +18%
MC
311
Matisse Capital
Oregon
$649K +$455K +5,814 New
MIC
312
Means Investment Company
Maine
$645K +$103K +1,318 +30%
RWA
313
Redhawk Wealth Advisors
Minnesota
$640K +$69K +881 +18%
IA
314
IFP Advisors
Florida
$631K +$222K +2,839 +101%
FNT
315
First National Trust
Pennsylvania
$631K – – –
AF
316
Advisornet Financial
Minnesota
$630K +$107K +1,362 +32%
SP
317
SIH Partners
Delaware
$623K +$437K +5,584 New
AAM
318
Advisors Asset Management
Colorado
$618K +$171K +2,189 +65%
AA
319
Ancora Advisors
Ohio
$612K -$25.4K -325 -6%
VFA
320
Valeo Financial Advisors
Indiana
$610K +$428K +5,460 New
CWM
321
Circle Wealth Management
New Jersey
$598K -$51.6K -659 -11%
AAS
322
Ameritas Advisory Services
Nebraska
$597K -$133K -1,700 -24%
SSWM
323
Sheets Smith Wealth Management
North Carolina
$589K – – –
LSA
324
Leonteq Securities AG
Switzerland
$587K -$450K -5,746 -52%
CBA
325
Coastal Bridge Advisors
Connecticut
$583K +$17.5K +223 +4%
11 12
13
14 15