Ticker: OAKM CUSIP: 41456U106 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| KWB Wealth | 357,031 | $10,125 |
| Investment Planning Advisors, Inc. | 112,835 | $3,200 |
| NKCFO LLC | 107,200 | $3 |
| Gateway Wealth Partners, LLC | 52,488 | $1,489 |
| Phil A. Younker & Associates, Ltd. | 8,500 | $241 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 10,045 | $285 |
| Millstone Evans Group, LLC | 8,576 | $243 |
| Aprio Wealth Management, LLC | 41,316 | $1,172 |
| KINTRA WEALTH, LLC | 12,843 | $364 |
| WCG Wealth Advisors LLC | 35,339 | $1,002 |
| GTS SECURITIES LLC | 36,130 | $1,025 |
| Capital Investment Advisory Services, LLC | 9,155 | $260 |
| Concurrent Investment Advisors, LLC | 7,351 | $208 |
| Kestra Advisory Services, LLC | 14,486 | $411 |
| CITADEL ADVISORS LLC | 26,651 | $756 |
| STIFEL FINANCIAL CORP | 19,003 | $539 |
| FLAGSHIP HARBOR ADVISORS, LLC | 2,000 | $57 |
| ENVESTNET ASSET MANAGEMENT INC | 11,179 | $317 |
| Pinnacle Bancorp, Inc. | 274 | $8 |
| JPMORGAN CHASE & CO | 325 | $9 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| ABOUND FINANCIAL, LLC | 613,880 | 927,599 | +313,719 (+51.1%) |
| NavPoint Financial, Inc. | 134,707 | 202,628 | +67,921 (+50.4%) |
| DKM Wealth Management, Inc. | 109,348 | 122,559 | +13,211 (+12.1%) |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 128,346 | 160,058 | +31,712 (+24.7%) |
| Greater Midwest Financial Group, LLC | 539,437 | 545,177 | +5,740 (+1.1%) |
| Smart Portfolios, LLC | 10,070 | 38,301 | +28,231 (+280.3%) |
| Western Pacific Wealth Management, LP | 152,478 | 154,243 | +1,765 (+1.2%) |
| Sugar Maple Asset Management, LLC | 36,295 | 57,333 | +21,038 (+58.0%) |
| Nautilus Advisors LLC | 23,442 | 41,031 | +17,589 (+75.0%) |
| Sprinkle Financial Consultants LLC | 28,697 | 47,325 | +18,628 (+64.9%) |
| Maridea Wealth Management LLC | 27,933 | 90,185 | +62,252 (+222.9%) |
| Cheviot Value Management, LLC | 54,630 | 131,390 | +76,760 (+140.5%) |
| Covenant Partners, LLC | 47,270 | 70,411 | +23,141 (+49.0%) |
| Cascades Capital Asset Management, LLC | 27,660 | 44,325 | +16,665 (+60.2%) |
| Clarkston Capital Partners, LLC | 85,925 | 388,130 | +302,205 (+351.7%) |
| U.S. Capital Wealth Advisors, LLC | 170,762 | 343,593 | +172,831 (+101.2%) |
| SITTNER & NELSON, LLC | 1,700 | 13,207 | +11,507 (+676.9%) |
| BEAM WEALTH ADVISORS, INC. | 18,190 | 26,398 | +8,208 (+45.1%) |
| Cerity Partners LLC | 1,423,340 | 2,119,609 | +696,269 (+48.9%) |
| Valeo Financial Advisors, LLC | 33,160 | 71,745 | +38,585 (+116.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Choate Investment Advisors | 9,672,111 | 9,026,210 | -645,901 (-6.7%) |
| Three Magnolias Financial Advisors, LLC | 204,512 | 197,742 | -6,770 (-3.3%) |
| Horizon Wealth Management, LLC | 82,129 | 17,690 | -64,439 (-78.5%) |
| Well Done, LLC | 70,943 | 57,611 | -13,332 (-18.8%) |
| SOL Capital Management CO | 47,841 | 37,161 | -10,680 (-22.3%) |
| IFP Advisors, Inc | 78,550 | 76,059 | -2,491 (-3.2%) |
| Global Retirement Partners, LLC | 10,767 | 10,044 | -723 (-6.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Natixis Investment Managers, LLC | 1,388,340 | $40,974 |
| INTEGRITY ALLIANCE, LLC. | 79,052 | $2,117 |
| Mariner, LLC | 135,008 | $3,616 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,076 | $538 |