OAKM

Institutional Ownership

Top 101 Institutional Holders
HolderSharesDateChange% Held
Choate Investment Advisors6.09MMar 31, 26-2.93M16.37%
Cerity Partners LLC3.12MMar 31, 26+999.01K8.38%
LPL Financial LLC2.12MMar 31, 26+811.57K5.68%
Horizon Wealth Management, LLC1.36MMar 31, 26+1.34M3.65%
BANK OF AMERICA CORP /DE/1.18MMar 31, 26+193.25K3.17%
ADVISOR GROUP HOLDINGS, INC.1.07MMar 31, 26+1.04M2.89%
ABOUND FINANCIAL, LLC931.03KMar 31, 26+3.44K2.50%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC870.99KMar 31, 26-670.94K2.34%
RAYMOND JAMES FINANCIAL INC725.37KMar 31, 26+43.71K1.95%
COMMONWEALTH EQUITY SERVICES, LLC700.82KMar 31, 26+94.39K1.88%
ROYAL BANK OF CANADA670.91KMar 31, 26+198.88K1.80%
AI Financial Services LLC595.22KMar 31, 26-4.92K1.60%
Greater Midwest Financial Group, LLC526.93KMar 31, 26-18.24K1.42%
BEAM WEALTH ADVISORS, INC.404.28KMar 31, 26+377.88K1.09%
Steward Partners Investment Advisory, LLC401.96KMar 31, 26+46.62K1.08%
KWB Wealth355.48KMar 31, 26-1.55K0.95%
ARQ WEALTH ADVISORS, LLC335.40KMar 31, 26+335.40K0.90%
U.S. Capital Wealth Advisors, LLC258.54KMar 31, 26-85.06K0.69%
NavPoint Financial, Inc.252.51KMar 31, 26+49.88K0.68%
Blue Rock Wealth Management LLC202.66KMar 31, 26+4.92K0.54%
WILEY BROS.-AINTREE CAPITAL, LLC193.53KMar 31, 26+4880.52%
CASTLEKEEP INVESTMENT ADVISORS LLC185.08KMar 31, 26+25.02K0.50%
Gateway Wealth Partners, LLC173.23KMar 31, 26+120.74K0.47%
Cheviot Value Management, LLC171.11KMar 31, 26+39.72K0.46%
STIFEL FINANCIAL CORP163.31KMar 31, 26+144.31K0.44%
Western Pacific Wealth Management, LP160.37KMar 31, 26+6.13K0.43%
Cambridge Investment Research Advisors, Inc.137.46KMar 31, 26+14.95K0.37%
DKM Wealth Management, Inc.125.58KMar 31, 26+3.02K0.34%
CITADEL ADVISORS LLC121.50KMar 31, 26+94.84K0.33%
Investment Planning Advisors, Inc.121.48KMar 31, 26+8.65K0.33%
NKCFO LLC107.20KMar 31, 26--0.29%
Sugar Maple Asset Management, LLC99.41KMar 31, 26+42.08K0.27%
Maridea Wealth Management LLC98.09KMar 31, 26+7.90K0.26%
JABODON PT CO91.70KMar 31, 26+91.70K0.25%
Independent Advisor Alliance87.27KMar 31, 26+87.27K0.23%
Valeo Financial Advisors, LLC84.33KMar 31, 26+12.58K0.23%
IFP Advisors, Inc79.98KMar 31, 26+3.92K0.21%
BARNES PETTEY FINANCIAL ADVISORS, LLC70.66KMar 31, 26+60.62K0.19%
Sprinkle Financial Consultants LLC67.72KMar 31, 26+20.39K0.18%
MML INVESTORS SERVICES, LLC63.60KMar 31, 26+21.21K0.17%
JANE STREET GROUP, LLC63.26KMar 31, 26-11.40K0.17%
EVOKE WEALTH, LLC54.86KMar 31, 26--0.15%
Clarkston Capital Partners, LLC51.10KMar 31, 26-337.03K0.14%
MORGAN STANLEY48.26KMar 31, 26+41.10K0.13%
Smart Portfolios, LLC46.06KMar 31, 26+7.76K0.12%
Cascades Capital Asset Management, LLC45.27KMar 31, 26+9420.12%
Nautilus Advisors LLC44.17KMar 31, 26+3.14K0.12%
NORTHERN TRUST CORP42.29KMar 31, 26+42.29K0.11%
Aprio Wealth Management, LLC42.02KMar 31, 26+7000.11%
CI Private Wealth, LLC40.46KMar 31, 26-27.57K0.11%
DAVENPORT & Co LLC36.85KMar 31, 26+10.45K0.10%
Colony Group, LLC35.20KMar 31, 26+35.20K0.09%
Sanctuary Advisors, LLC34.46KMar 31, 26-2.29K0.09%
SUSQUEHANNA INTERNATIONAL GROUP, LLP30.74KMar 31, 26+30.74K0.08%
ENVESTNET ASSET MANAGEMENT INC24.95KMar 31, 26+13.78K0.07%
ASSOCIATED BANC-CORP24.19KMar 31, 26+5.60K0.06%
GTS SECURITIES LLC20.27KMar 31, 26-15.86K0.05%
Kestra Advisory Services, LLC19.98KMar 31, 26+5.50K0.05%
Millstone Evans Group, LLC18.90KMar 31, 26+10.32K0.05%
Next Level Private LLC17.29KMar 31, 26+3.75K0.05%
MAI Capital Management16.85KMar 31, 26-1.57K0.05%
Southeast Asset Advisors Inc.16.81KMar 31, 26+16.81K0.05%
SITTNER & NELSON, LLC16.19KMar 31, 26+2.99K0.04%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV15.26KMar 31, 26+15.26K0.04%
HighTower Advisors, LLC14.19KMar 31, 26+3.53K0.04%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO13.76KMar 31, 26+13.76K0.04%
WCG Wealth Advisors LLC13.30KMar 31, 26-22.03K0.04%
Capital Investment Advisory Services, LLC12.67KMar 31, 26+3.52K0.03%
Sage Capital Management, LLC10.80KMar 31, 26+3000.03%
Concurrent Investment Advisors, LLC10.68KMar 31, 26+3.33K0.03%
SMITH, MOORE & CO.10.07KMar 31, 26+10.07K0.03%
Janney Montgomery Scott LLC9.81KMar 31, 26-4640.03%
MANCHESTER FINANCIAL INC9.74KMar 31, 26+2310.03%
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC8.70KMar 31, 26+8.70K0.02%
Phil A. Younker & Associates, Ltd.8.50KMar 31, 26--0.02%
Prospera Financial Services Inc8.50KMar 31, 26--0.02%
B. Riley Wealth Advisors, Inc.8.00KMar 31, 26-650.02%
SpringVest Wealth Management LLC7.78KMar 31, 26--0.02%
PRIVATE TRUST CO NA6.09KMar 31, 26+6.09K0.02%
JPMORGAN CHASE & CO5.86KMar 31, 26+5.53K0.02%
Holos Integrated Wealth LLC4.80KMar 31, 26+4.80K0.01%
ROTHSCHILD INVESTMENT LLC2.00KMar 31, 26--0.01%
Blume Capital Management, Inc.2.00KMar 31, 26+1.00K0.01%
WPG Advisers, LLC1.85KMar 31, 26--0.00%
US BANCORP \DE\1.70KMar 31, 26+1.70K0.00%
CWM, LLC294Mar 31, 26--0.00%
Pinnacle Bancorp, Inc.275Mar 31, 26+10.00%
Advisory Services Network, LLC200Mar 31, 26+2000.00%
NewEdge Advisors, LLC91Mar 31, 26+910.00%
1620 INVESTMENT ADVISORS, INC.--Mar 31, 26-10--
Evergreen Wealth Solutions, LLC--Mar 31, 26-12.84K--
THRIVENT FINANCIAL FOR LUTHERANS--Mar 31, 26-14.83K--
MAGNOLIA CAPITAL ADVISORS LLC--Mar 31, 26-28.87K--
SOL Capital Management CO--Mar 31, 26-37.16K--
Well Done, LLC--Mar 31, 26-57.61K--
J.W. COLE ADVISORS, INC.--Mar 31, 26-30.17K--
AdvisorNet Financial, Inc--Mar 31, 26-104--
FLAGSHIP HARBOR ADVISORS, LLC--Mar 31, 26-2.00K--
Covenant Partners, LLC70.41KDec 31, 25+23.14K0.19%
Global Retirement Partners, LLC10.04KDec 31, 25-7230.03%
Sebold Capital Management, Inc.32.10KJun 30, 25+5.07K0.09%
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.