KINGSWOOD WEALTH ADVISORS, LLC

Position in OKLO — Oklo Inc.

CIK 1987855 SAN DIEGO, CA

Position in OKLO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$549,203

+$113,704 QoQ

Shares Held

10,495

+19.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#276

of 665 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $4,043,710 across 5 Utilities - Independent Power Producers names. OKLO ranks #4 (13.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	5,855	$1,454,206
2	VST	Vistra Corp.	5,630	$893,086
3	TLN	Talen Energy Corp	2,063	$792,728
4	OKLO	Oklo Inc. This page	10,495	$549,203
5	NRG	Nrg Energy, Inc.	2,427	$354,487

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$549,203	10,495	+19.5%	Shares	Sole	2026-07-27
2026-03-31	$435,499	8,782	+14.3%	Shares	Sole	2026-04-28
2025-12-31	$551,188	7,681	+4.9%	Shares	Sole	2026-01-28
2025-09-30	$817,131	7,320	+4.7%	Shares	Sole	2025-10-23
2025-06-30	$391,482	6,992	—	Shares	Sole	2025-07-23
No filing history on record for this holder in this stock.