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icono de PBT

Permian Basin Royalty Trust
PBT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
USD 436 k +USD 131 k +5,181 +45%
Bradley Foster & Sargent
52
Bradley Foster & Sargent
Connecticut
USD 414 k -USD 13.9 k -549 -3%
Kingswood Wealth Advisors
53
Kingswood Wealth Advisors
California
USD 370 k +USD 59.1 k +2,335 +19%
Ironwood Financial
54
Ironwood Financial
Arizona
USD 345 k – – –
Ingalls & Snyder LLC
55
Ingalls & Snyder LLC
New York
USD 330 k -USD 129 k -5,095 -28%
Caption Management
56
Caption Management
Oklahoma
USD 317 k +USD 320 k +12,663 Nuevas
First Financial Bankshares
57
First Financial Bankshares
Texas
USD 300 k – – –
Quadrature Capital
58
Quadrature Capital
United Kingdom
USD 299 k -USD 1.97 k -78 -0.6%
CIBC Bancorp USA
59
CIBC Bancorp USA
Illinois
USD 254 k +USD 257 k +10,144 Nuevas
Clark Asset Management
60
Clark Asset Management
New Hampshire
USD 250 k – – –
Foundations Investment Advisors
61
Foundations Investment Advisors
Arizona
USD 249 k +USD 252 k +9,950 Nuevas
Ethos Financial Group
62
Ethos Financial Group
Pennsylvania
USD 248 k +USD 215 k +8,500 Nuevas
Fourpath Capital Management
63
Fourpath Capital Management
Oklahoma
USD 232 k +USD 235 k +9,271 Nuevas
Tidal Investments
64
Tidal Investments
Wisconsin
USD 211 k +USD 214 k +8,441 Nuevas
Post Resch Tallon Group
65
Post Resch Tallon Group
New York
USD 210 k +USD 213 k +8,402 Nuevas
Argent Trust Co
66
Argent Trust Co
Tennessee
USD 200 k +USD 202 k +8,000 Nuevas
Atlantic Union Bankshares
67
Atlantic Union Bankshares
Virginia
USD 190 k +USD 76 +3 +0%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
USD 148 k – – –
State of Wyoming
69
State of Wyoming
Wyoming
USD 96.4 k -USD 293 k -11,591 -75%
NewEdge Advisors
70
NewEdge Advisors
Louisiana
USD 87.5 k +USD 17.7 k +701 +25%
Pinnacle Wealth Planning Services
71
Pinnacle Wealth Planning Services
Ohio
USD 70.6 k -USD 430 -17 -0.6%
Simplex Trading
72
Simplex Trading
Illinois
USD 66.7 k +USD 54.4 k +2,149 +417%
CX Institutional
73
CX Institutional
Indiana
USD 53 k +USD 23.8 k +939 +80%
Lummis Asset Management
74
Lummis Asset Management
Texas
USD 46.3 k – – –
Access Investment Management
75
Access Investment Management
Georgia
USD 45.1 k -USD 30.4 k -1,200 -40%
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