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OKLO

Oklo

Name Holding Trade Value Shares
Change
Change in
Stake
TSMHT
126
Thurston Springer Miller Herd & Titak
Indiana
$410K +$641K +18,961 New
BWP
127
Balboa Wealth Partners
Arizona
$410K -$231K -6,840 -27%
Capstone Investment Advisors
128
Capstone Investment Advisors
New York
$390K +$609K +18,020 New
WWM
129
WJ Wealth Management
Arizona
$389K -$119K -3,512 -16%
SOAMC
130
Spirit of America Management Corp
New York
$379K +$558K +16,500 +1,650%
JF
131
Joule Financial
Kentucky
$377K -$2.53M -75,014 -81%
Universal-Beteiligungs- und Servicegesellschaft
132
Universal-Beteiligungs- und Servicegesellschaft
Germany
$374K +$585K +17,300 New
PAS
133
Park Avenue Securities
New York
$374K +$584K +17,283 New
ASN
134
Advisory Services Network
Georgia
$370K +$578K +17,116 New
TL
135
Tradewinds LLC
North Carolina
$369K
Bank of New York Mellon
136
Bank of New York Mellon
New York
$358K +$559K +16,558 New
VPF
137
Vantage Point Financial
Illinois
$347K +$211K +6,253 +64%
SWM
138
StoneCrest Wealth Management
Arizona
$347K +$542K +16,052 New
MPI
139
Mairs & Power Inc
Minnesota
$345K +$52.7K +1,561 +11%
PGFC
140
Peapack-Gladstone Financial Corp
New Jersey
$342K +$142K +4,207 +36%
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$341K -$3.83M -113,427 -88%
NA
142
NewEdge Advisors
Louisiana
$339K +$330K +9,772 +166%
AAS
143
Avantax Advisory Services
Texas
$339K +$529K +15,659 New
QCM
144
Qsemble Capital Management
New York
$332K +$519K +15,365 New
TWM
145
TCFG Wealth Management
California
$332K -$198K -5,870 -28%
SFS
146
Sowell Financial Services
Arkansas
$330K +$26.4K +782 +5%
Janus Henderson Group
147
Janus Henderson Group
$329K
JAM
148
JW Asset Management
Florida
$324K
CW
149
CreativeOne Wealth
Kansas
$304K +$474K +14,034 New
BCG
150
BayBridge Capital Group
California
$299K +$468K +13,840 New