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OKLO

Oklo
OKLO

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
376
Rockline Wealth Management
New York
$322K +$157K +2,188 +51%
AWA
377
Arkadios Wealth Advisors
Georgia
$321K +$57.5K +800 +14%
ALMGDA
378
AG2R La Mondiale Gestion d'Actifs
France
$307K +$143K +1,987 +47%
AU
379
AlphaGrep UK
$305K +$442K +6,148 New
PL
380
Plancorp LLC
Missouri
$302K -$5.25K -73 -1%
AWM
381
Apollon Wealth Management
South Carolina
$296K +$38.9K +541 +10%
UCFA
382
United Capital Financial Advisors
Texas
$293K +$7.98K +111 +2%
TWM
383
TCFG Wealth Management
California
$293K -$1.49M -20,685 -78%
TIA
384
TCFG Investment Advisors
California
$293K +$425K +5,915 New
CBA
385
Coastal Bridge Advisors
Connecticut
$293K +$10.5K +146 +3%
CWM
386
Circle Wealth Management
New Jersey
$291K +$33.8K +470 +9%
PWMG
387
Prestige Wealth Management Group
New Jersey
$290K +$2.37K +33 +0.6%
SG
388
StoneX Group
New York
$290K +$420K +5,842 New
TL
389
Tradewinds LLC
North Carolina
$290K -$545K -7,583 -65%
FFN
390
Focus Financial Network
Minnesota
$286K -$38.4K -534 -8%
JIC
391
Johnson Investment Counsel
Ohio
$283K -$2.52K -35 -0.6%
FNT
392
First National Trust
Pennsylvania
$280K – – –
MIC
393
Means Investment Company
Maine
$278K +$28.8K +400 +8%
SB
394
Strategic Blueprint
Georgia
$276K -$4.96K -69 -1%
NFG
395
Northbridge Financial Group
Florida
$270K – – –
AIM
396
Acropolis Investment Management
Missouri
$268K -$47.8K -665 -11%
HIP
397
HUB Investment Partners
Texas
$265K +$384K +5,338 New
OFS
398
OneAscent Financial Services
Alabama
$263K +$382K +5,308 New
IWA
399
Icon Wealth Advisors
Texas
$259K +$286K +3,981 New
PWM
400
Palumbo Wealth Management
New York
$256K -$103K -1,439 -22%
14 15
16
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