Prairie Operating Co. - PROP
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 2,038,343 | 4,137 | 0.0% | 0.0% | 1 | +240,352 | 13.37% | Q1 2026 | May 13, 2026 |
| Hudson Bay Capital Management LP | History | New | 1,546,000 | 3,138 | 0.01% | — | 2 | +1,546,000 | New | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,537,846 | 3,121 | 0.0% | 0.0% | 3 | +1,223,796 | 389.68% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,504,293 | 3,053 | 0.0% | — | 4 | +1,504,293 | New | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 1,757,344 | 2,969 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Arax Advisory Partners | History | Added to | 1,386,533 | 2,814 | 0.08% | 0.0% | 6 | +1,373,795 | 10785.01% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,102,524 | 2,238 | 0.0% | 0.0% | 7 | +913,552 | 483.43% | Q1 2026 | May 12, 2026 |
| CastleKnight Management LP | History | New | 1,068,075 | 2,168 | 0.04% | — | 8 | +1,068,075 | New | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 887,343 | 1,801 | 0.0% | 0.0% | 9 | +108,909 | 13.99% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 598,326 | 1,214 | 0.0% | 0.0% | 10 | +541,508 | 953.06% | Q1 2026 | May 13, 2026 |
| STATE STREET CORP | History | Added to | 567,918 | 1,152 | 0.0% | 0.0% | 11 | +279,200 | 96.7% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 552,386 | 1,121 | 0.0% | 0.0% | 12 | +551,199 | 46436.31% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 522,326 | 1,060 | 0.0% | 0.0% | 13 | +416,100 | 391.71% | Q1 2026 | May 15, 2026 |
| Diametric Capital, LP | History | New | 481,699 | 977 | 0.25% | — | 14 | +481,699 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 452,861 | 919 | 0.0% | 0.0% | 15 | +262,817 | 138.29% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | New | 331,050 | 672 | 0.0% | — | 16 | +331,050 | New | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 329,581 | 669 | 0.0% | 0.0% | 17 | -30,915 | -8.58% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 299,215 | 607 | 0.0% | 0.0% | 18 | -124,743 | -29.42% | Q1 2026 | May 05, 2026 |
| NORTHERN TRUST CORP | History | Added to | 239,697 | 486 | 0.0% | 0.0% | 19 | +9,167 | 3.98% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 236,807 | 480 | 0.0% | — | 20 | +236,807 | New | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 222,704 | 452 | 0.0% | 0.0% | 21 | +208,609 | 1480.02% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 198,989 | 403 | 0.0% | — | 22 | +198,989 | New | Q1 2026 | May 08, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 195,661 | 397 | 0.07% | 0.1% | 23 | -36,793 | -15.83% | Q1 2026 | May 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 158,707 | 322 | 0.0% | 0.0% | 24 | -804,684 | -83.53% | Q1 2026 | May 15, 2026 |
| Retirement Planning Group, LLC | History | Added to | 147,763 | 299 | 0.01% | 0.0% | 25 | +130,819 | 772.07% | Q1 2026 | May 04, 2026 |
| CIBC Bancorp USA Inc. | History | New | 144,619 | 293 | 0.0% | — | 26 | +144,619 | New | Q1 2026 | May 12, 2026 |
| ELCO Management Co., LLC | History | Added to | 141,821 | 287 | 0.14% | 0.04% | 27 | +100,251 | 241.16% | Q1 2026 | Apr 23, 2026 |
| FOCUS Wealth Advisors, LLC | History | No change | 140,000 | 284 | 0.14% | 0.11% | 28 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 135,897 | 275 | 0.0% | 0.0% | 29 | +114,199 | 526.31% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 95,239 | 193 | 0.0% | — | 30 | +95,239 | New | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 94,719 | 192 | 0.0% | — | 31 | +94,719 | New | Q1 2026 | May 15, 2026 |
| Centiva Capital, LP | History | Added to | 85,710 | 173 | 0.0% | 0.0% | 32 | +66,957 | 357.05% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 102,000 | 172 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 82,540 | 167 | 0.0% | 0.0% | 34 | +3,947 | 5.02% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 81,031 | 164 | 0.0% | 0.0% | 35 | +60,785 | 300.23% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 79,200 | 160 | 0.0% | 0.0% | 36 | +9,388 | 13.45% | Q1 2026 | May 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 73,314 | 148 | 0.01% | — | 37 | +73,314 | New | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 70,722 | 143 | 0.0% | 0.0% | 38 | -20,188 | -22.21% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 69,980 | 142 | 0.0% | 0.0% | 39 | +9,915 | 16.51% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 69,641 | 141 | 0.0% | 0.0% | 40 | -26,263 | -27.38% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | New | 66,000 | 133 | 0.0% | — | 41 | +66,000 | New | Q1 2026 | May 14, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 62,552 | 124 | 0.01% | 0.01% | 42 | -11,700 | -15.76% | Q1 2026 | May 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 57,620 | 117 | 0.01% | 0.05% | 43 | -289,134 | -83.38% | Q1 2026 | May 08, 2026 |
| Sound View Wealth Advisors Group, LLC | History | New | 56,350 | 114 | 0.01% | — | 44 | +56,350 | New | Q1 2026 | May 06, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 52,931 | 107 | 0.0% | 0.0% | 45 | -7,361 | -12.21% | Q1 2026 | May 06, 2026 |
| BlueCrest Capital Management Ltd | History | New | 50,000 | 101 | 0.01% | — | 46 | +50,000 | New | Q1 2026 | May 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 50,000 | 101 | 0.01% | — | 47 | +50,000 | New | Q1 2026 | Apr 22, 2026 |
| FNY Investment Advisers, LLC | History | New | 47,500 | 96 | 0.04% | — | 48 | +47,500 | New | Q1 2026 | Apr 15, 2026 |
| Saxony Capital Management, LLC | History | New | 41,470 | 84 | 0.05% | — | 49 | +41,470 | New | Q1 2026 | Apr 24, 2026 |
| Marex Group plc | History | New | 40,000 | 81 | 0.0% | — | 50 | +40,000 | New | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | New | 39,412 | 80 | 0.0% | — | 51 | +39,412 | New | Q1 2026 | May 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 66,761 | 79 | 0.0% | 0.0% | 52 | +7,245 | 12.17% | Q1 2026 | May 04, 2026 |
| Nuveen, LLC | History | No change | 36,648 | 74 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 39,100 | 66 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | New | 30,200 | 61 | 0.0% | — | 55 | +30,200 | New | Q1 2026 | Apr 15, 2026 |
| BARCLAYS PLC | History | Reduced | 27,918 | 56 | 0.0% | 0.0% | 56 | -17,128 | -38.02% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 24,700 | 55 | 0.0% | 0.0% | 57 | -3,365 | -11.99% | Q1 2026 | May 01, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 26,429 | 53 | 0.0% | 0.0% | 58 | +7,877 | 42.46% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 24,915 | 50 | 0.0% | 0.0% | 60 | +3,763 | 17.79% | Q1 2026 | May 08, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 25,000 | 50 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Navigation Wealth Management, Inc. | History | No change | 25,007 | 50 | 0.18% | 0.06% | 61 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Mariner, LLC | History | Added to | 21,699 | 44 | 0.0% | 0.0% | 62 | +9,786 | 82.15% | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 26,000 | 43 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 18,013 | 36 | 0.0% | 0.0% | 64 | +17,125 | 1928.49% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 17,253 | 35 | 0.0% | 0.0% | 65 | +554 | 3.32% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 16,897 | 34 | 0.0% | 0.0% | 66 | -17,359 | -50.67% | Q1 2026 | May 11, 2026 |
| Vanguard Global Advisers, LLC | History | New | 17,123 | 34 | 0.0% | — | 67 | +17,123 | New | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 12,506 | 30 | 0.0% | — | 68 | +12,506 | New | Q1 2026 | Apr 08, 2026 |
| LPL Financial LLC | History | Reduced | 14,568 | 29 | 0.0% | 0.0% | 69 | -600 | -3.96% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 14,549 | 28 | 0.0% | 0.0% | 70 | +2,181 | 17.63% | Q1 2026 | May 13, 2026 |
| IEQ CAPITAL, LLC | History | New | 13,713 | 27 | 0.0% | — | 74 | +13,713 | New | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 13,702 | 27 | 0.0% | 0.0% | 72 | +380 | 2.85% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 13,530 | 27 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 13,700 | 27 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 12,524 | 26 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 12,719 | 25 | 0.0% | 0.0% | 76 | -3,200 | -20.1% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | New | 12,177 | 24 | 0.0% | — | 77 | +12,177 | New | Q1 2026 | May 12, 2026 |
| HOWE & RUSLING INC | History | No change | 11,700 | 23 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 11,150 | 22 | 0.0% | 0.0% | 79 | -9,359 | -45.63% | Q1 2026 | Apr 30, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 10,519 | 21 | 0.0% | 0.0% | 80 | +720 | 7.35% | Q1 2026 | May 08, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | Reduced | 10,000 | 20 | 0.0% | 0.01% | 81 | -10,000 | -50.0% | Q1 2026 | Apr 17, 2026 |
| Warberg Asset Management LLC | History | New | 10,000 | 20 | 0.0% | — | 84 | +10,000 | New | Q1 2026 | May 07, 2026 |
| SeaCrest Wealth Management, LLC | History | New | 10,000 | 20 | 0.0% | — | 85 | +10,000 | New | Q1 2026 | Apr 15, 2026 |
| Forum Financial Management, LP | History | New | 10,000 | 20 | 0.0% | — | 86 | +10,000 | New | Q1 2026 | Apr 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 10,000 | 20 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Kestra Advisory Services, LLC | History | No change | 10,000 | 20 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 9,000 | 18 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 8,106 | 16 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 7,355 | 14 | 0.0% | 0.0% | 90 | -16,967 | -69.76% | Q1 2026 | May 15, 2026 |
| Krilogy Financial LLC | History | New | 11,436 | 14 | 0.0% | — | 91 | +11,436 | New | Q1 2026 | Apr 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 7,023 | 14 | 0.0% | 0.0% | 89 | +808 | 13.0% | Q1 2026 | May 12, 2026 |
| Essential Partners LLC | History | New | 6,102 | 12 | 0.0% | — | 92 | +6,102 | New | Q1 2026 | May 21, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 4,375 | 9 | 0.0% | 0.0% | 94 | +1,769 | 67.88% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,612 | 9 | 0.0% | 0.0% | 93 | +479 | 11.59% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 4,117 | 8 | 0.0% | 0.0% | 95 | +91 | 2.26% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 3,001 | 6 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 2,246 | 4 | 0.0% | 0.0% | 97 | +46 | 2.09% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,080 | 4 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,547 | 3 | 0.0% | — | 101 | +1,544 | 51466.67% | Q1 2026 | Apr 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,853 | 3 | 0.0% | 0.0% | 99 | +1,094 | 144.14% | Q1 2026 | May 08, 2026 |
| Legal & General Group Plc | History | No change | 1,966 | 3 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Quantbot Technologies LP | History | Reduced | 1,228 | 2 | 0.0% | 0.0% | 104 | -31,864 | -96.29% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 1,243 | 2 | 0.0% | — | 107 | +1,243 | New | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 1,399 | 2 | 0.0% | 0.0% | 102 | +604 | 75.97% | Q1 2026 | May 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,256 | 2 | 0.0% | 0.0% | 103 | -265 | -17.42% | Q1 2026 | Apr 22, 2026 |
| Allworth Financial LP | History | Added to | 1,253 | 2 | 0.0% | 0.0% | 105 | +253 | 25.3% | Q1 2026 | May 14, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 1,000 | 2 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| IFP Advisors, Inc | History | Added to | 564 | 1 | 0.0% | — | 110 | +19 | 3.49% | Q1 2026 | Apr 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 500 | 1 | 0.0% | — | 108 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | No change | 500 | 1 | 0.0% | — | 109 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Larson Financial Group LLC | History | No change | 775 | 1 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -184,446 | -100.0% | Q1 2026 | May 15, 2026 |
| Aristides Capital LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -79,900 | -100.0% | Q1 2026 | May 14, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -62,455 | -100.0% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48,593 | -100.0% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -28,002 | -100.0% | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -19,119 | -100.0% | Q1 2026 | May 14, 2026 |
| Warther Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,500 | -100.0% | Q1 2026 | May 14, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,936 | -100.0% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,883 | -100.0% | Q1 2026 | May 14, 2026 |
| Visionary Wealth Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -10,120 | -100.0% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,100 | -100.0% | Q1 2026 | May 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -1,766 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -904 | -100.0% | Q1 2026 | May 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 395 | 0 | — | — | — | +395 | New | Q1 2026 | May 07, 2026 |
| True Wealth Design, LLC | History | New | 257 | 0 | — | — | — | +257 | New | Q1 2026 | Apr 13, 2026 |
| GAMMA Investing LLC | History | Added to | 195 | 0 | — | — | — | +86 | 78.9% | Q1 2026 | Apr 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 73 | 0 | — | — | — | +73 | New | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Added to | 219 | 0 | — | — | — | +40 | 22.35% | Q1 2026 | Jun 02, 2026 |
| Root Financial Partners, LLC | History | New | 33 | 0 | — | — | — | +33 | New | Q1 2026 | Apr 24, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 410 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| POM Investment Strategies, LLC | History | No change | 61 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Basepoint Wealth LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |