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OAKM Institutional Holders — 96 Filers | AlphaSMO
OAKM Institutional Holders — 96 Filers
96 institutions currently hold OAKM, ranked below by position value.
View full stock page for OAKM
Key Holders
Total Value
Avg Weight
Choate Investment Advisors
$168.0M
3.29%
Cerity Partners LLC
$86.0M
0.12%
LPL Financial LLC
$58.3M
0.02%
Horizon Wealth Management, LLC
$37.5M
5.50%
BANK OF AMERICA CORP /DE/
$32.6M
0.00%
OSAIC HOLDINGS, INC.
$29.6M
0.04%
ABOUND FINANCIAL, LLC
$25.7M
11.21%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$23.9M
0.05%
RAYMOND JAMES FINANCIAL INC
$20.0M
0.01%
COMMONWEALTH EQUITY SERVICES, LLC
$19.3M
0.03%
ROYAL BANK OF CANADA
$18.5M
0.00%
A&I FINANCIAL SERVICES, LLC
$16.4M
7.77%
Greater Midwest Financial Group, LLC
$14.5M
7.80%
BEAM WEALTH ADVISORS, INC.
$11.1M
2.77%
Steward Partners Investment Advisory, LLC
$11.1M
0.06%
KWB Wealth
$10.1M
1.00%
ARQ WEALTH ADVISORS, LLC
$9.2M
1.67%
Appalachian Capital Management Ltd
$8.1M
6.51%
U.S. Capital Wealth Advisors, LLC
$7.1M
0.18%
NavPoint Financial, Inc.
$7.0M
2.81%
Alliance Private Wealth, LLC
$6.1M
2.18%
Three Magnolias Financial Advisors, LLC
$5.6M
3.55%
&PARTNERS
$5.3M
0.03%
CASTLEKEEP INVESTMENT ADVISORS LLC
$5.1M
2.77%
Gateway Wealth Partners, LLC
$4.8M
0.19%
Cheviot Value Management, LLC
$4.7M
0.47%
STIFEL FINANCIAL CORP
$4.5M
0.00%
Western Pacific Wealth Management, LP
$4.4M
4.49%
Cambridge Investment Research Advisors, Inc.
$3.8M
0.01%
DKM Wealth Management, Inc.
$3.5M
2.50%
CITADEL ADVISORS LLC
$3.3M
0.00%
Investment Planning Advisors, Inc.
$3.3M
0.92%
NKCFO LLC
$3.0M
0.88%
Sugar Maple Asset Management, LLC
$2.7M
1.66%
Maridea Wealth Management LLC
$2.7M
0.39%
JABODON PT CO
$2.5M
0.29%
Independent Advisor Alliance
$2.4M
0.03%
Valeo Financial Advisors, LLC
$2.3M
0.06%
IFP Advisors, Inc
$2.2M
0.05%
BARNES PETTEY FINANCIAL ADVISORS, LLC
$1.9M
0.85%
Sprinkle Financial Consultants LLC
$1.9M
0.86%
MML INVESTORS SERVICES, LLC
$1.8M
0.00%
JANE STREET GROUP, LLC
$1.7M
0.00%
EVOKE WEALTH, LLC
$1.5M
0.03%
Clarkston Capital Partners, LLC
$1.4M
0.11%
MORGAN STANLEY
$1.3M
0.00%
Smart Portfolios, LLC
$1.3M
1.27%
Cascades Capital Asset Management, LLC
$1.2M
0.52%
Nautilus Advisors LLC
$1.2M
0.83%
NORTHERN TRUST CORP
$1.2M
0.00%
Aprio Wealth Management, LLC
$1.2M
0.06%
Corient Private Wealth LLC
$1.1M
0.00%
DAVENPORT & Co LLC
$1.0M
0.01%
Focus Partners Wealth
$970.2K
0.00%
Sanctuary Advisors, LLC
$949.8K
0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP
$847.2K
0.00%
ENVESTNET ASSET MANAGEMENT INC
$687.9K
0.00%
Associated Banc-Corp
$666.7K
0.02%
Ehrenkranz Partners L.P.
$600.6K
0.47%
Alpha Advisors, LLC/VA
$566.0K
0.45%
GTS SECURITIES LLC
$558.8K
0.02%
Kestra Advisory Services, LLC
$550.8K
0.00%
Millstone Evans Group, LLC
$520.9K
0.31%
Birchwood Financial Partners, Inc.
$514.3K
0.50%
Next Level Private LLC
$476.6K
0.11%
TrustWell Financial Advisors, LLC
$469.0K
0.44%
MAI Capital Management
$464.4K
0.00%
Southeast Asset Advisors, LLC
$463.5K
0.05%
SITTNER & NELSON, LLC
$446.4K
0.16%
Dickmeyer Boyce Financial Management, Inc.
$434.8K
0.26%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
$420.6K
0.02%
HighTower Advisors, LLC
$391.0K
0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$379.2K
0.00%
WCG Wealth Advisors LLC
$366.8K
0.01%
Capital Investment Advisory Services, LLC
$349.2K
0.03%
Sage Capital Management, LLC
$297.7K
0.14%
Concurrent Investment Advisors, LLC
$294.5K
0.00%
Stone Wealth Partners
$279.0K
0.25%
SMITH, MOORE & CO.
$277.6K
0.02%
Janney Montgomery Scott LLC
$270.0K
0.00%
MANCHESTER FINANCIAL INC
$268.5K
0.05%
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC
$241.0K
0.03%
Phil A. Younker & Associates, Ltd.
$234.3K
0.16%
Prospera Financial Services Inc
$234.3K
0.00%
B. Riley Wealth Advisors, Inc.
$216.5K
0.01%
SpringVest Wealth Management LLC
$214.5K
0.15%
PRIVATE TRUST CO NA
$168.0K
0.02%
JPMORGAN CHASE & CO
$158.5K
0.00%
Holos Integrated Wealth LLC
$132.5K
0.07%
ROTHSCHILD INVESTMENT LLC
$55.1K
0.00%
Blume Capital Management, Inc.
$55.1K
0.01%
WPG Advisers, LLC
$51.0K
0.04%
US BANCORP \DE\
$46.9K
0.00%
CWM, LLC
$8.1K
0.00%
Pinnacle Bancorp, Inc.
$7.6K
0.00%
Advisory Services Network, LLC
$5.5K
0.00%