Ticker: OAKMX CUSIP: 413838103 Class: MUTUAL FUNDS
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 929 | $160 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Fairfield Financial Advisors, LTD | 17,764 | 19,969 | +2,205 (+12.4%) |
| Game Plan Financial Advisors, LLC | 198 | 200 | +2 (+1.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Hurley Capital, LLC | 571 | $95 |
| Oakworth Capital, Inc. | 5 | $1 |