Filing Research | PROP - PRAIRIE OPER CO Institutional Holdings

Snapshot holdings

20 / 20 loaded

#		Instrument	quantity
1	FOCUS Wealth Advisors, LLC	Shares	140.0KSH	$101.0K
2	Traynor Capital Management, Inc.	Shares	62.6KSH	$45.1K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	53.9KSH	$39.3K
4	Old Port Advisors	Shares	28.0KSH	$20.2K
5	ACT Advisors, LLC.	Shares	26.4KSH	$19.1K
6	Patriot Financial Group Insurance Agency, LLC	Shares	25.0KSH	$18.0K
7	Abel Hall, LLC	Shares	15.6KSH	$11.2K
8	Navigation Wealth Management, Inc.	Shares	15.4KSH	$11.1K
9	Forum Financial Management, LP	Shares	10.0KSH	$7.2K
10	EverSource Wealth Advisors, LLC	Shares	4.0KSH	$2.9K
11	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	3.0KSH	$2.1K
12	Farther Finance Advisors, LLC	Shares	2.7KSH	$1.9K
13	True Wealth Design, LLC	Shares	1.3KSH	$957
14	HORIZON FINANCIAL SERVICES, LLC	Shares	1.0KSH	$722
15	Fortitude Family Office, LLC	Shares	845SH	$610
16	IFP Advisors, Inc	Shares	765SH	$552
17	Allied Private Wealth LLC	Shares	220SH	$169
18	FNY Investment Advisers, LLC	Shares	90.0KSH	$64
19	SJS Investment Consulting Inc.	Shares	78SH	$57
20	SBI Securities Co., Ltd.	Shares	22SH	$16

Manager changes2026-06-30 vs 2026-03-31

27 / 27 loaded

#		Instrument
1	Old Port Advisors new	Shares	+28.0K	+$20.2K	$20.2K
2	ACT Advisors, LLC. new	Shares	+26.4K	+$19.1K	$19.1K
3	Abel Hall, LLC new	Shares	+15.6K	+$11.2K	$11.2K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+41.4K	+$9.1K	$39.3K
5	Fortitude Family Office, LLC new	Shares	+845	+$610	$610
6	True Wealth Design, LLC added	Shares	+1.1K	+$435	$957
7	EverSource Wealth Advisors, LLC added	Shares	+2.8K	+$381	$2.9K
8	SJS Investment Consulting Inc. new	Shares	+78	+$57	$57
9	FNY Investment Advisers, LLC added	Shares	+42.5K	-$32	$64
10	Sound Income Strategies, LLC exited	Shares	-100	-$226	$0
11	GAMMA Investing LLC exited	Shares	-195	-$396	$0
12	IFP Advisors, Inc added	Shares	+201	-$593	$552
13	HORIZON FINANCIAL SERVICES, LLC unchanged	Shares	0	-$1.3K	$722
14	Farther Finance Advisors, LLC added	Shares	+586	-$2.8K	$1.9K
15	SBI Securities Co., Ltd. trimmed	Shares	-1.5K	-$3.1K	$16
16	Forum Financial Management, LP unchanged	Shares	0	-$13.1K	$7.2K
17	Police & Firemen's Retirement System of New Jersey exited	Shares	-8.1K	-$16.5K	$0
18	BRAVE ASSET MANAGEMENT INC exited	Shares	-10.0K	-$20.3K	$0
19	SeaCrest Wealth Management, LLC exited	Shares	-10.0K	-$20.3K	$0
20	Sequoia Financial Advisors, LLC exited	Shares	-11.2K	-$22.6K	$0
21	Navigation Wealth Management, Inc. trimmed	Shares	-9.6K	-$39.6K	$11.1K
22	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-21.7K	-$53.7K	$2.1K
23	DAVENPORT & Co LLC exited	Shares	-30.2K	-$61.3K	$0
24	Traynor Capital Management, Inc. unchanged	Shares	0	-$79.3K	$45.1K
25	Patriot Financial Group Insurance Agency, LLC trimmed	Shares	-25.0K	-$83.5K	$18.0K
26	Saxony Capital Management, LLC exited	Shares	-41.5K	-$84.2K	$0
27	FOCUS Wealth Advisors, LLC unchanged	Shares	0	-$183.2K	$101.0K