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PBT

Permian Basin Royalty Trust

Name Holding Trade Value Shares
Change
Change in
Stake
HKAM
1
Horizon Kinetics Asset Management
New York
$169M +$8.85M +349,597 +5%
SA
2
SoftVest Advisors
Texas
$156M
MRI
3
Mad River Investors
Massachusetts
$25.2M +$50.9K +2,012 +0.2%
SIC
4
Schwartz Investment Counsel
Michigan
$23.4M
FRM
5
Foundation Resource Management
Arkansas
$15.7M -$98.1K -3,876 -0.6%
MC
6
Moors & Cabot
Massachusetts
$14.3M -$468K -18,481 -3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$10.6M +$3.93M +155,244 +58%
HF
8
HRT Financial
New York
$6.91M +$2.66M +105,179 +62%
ASN
9
Advisory Services Network
Georgia
$6.25M -$46.6K -1,841 -0.7%
Wells Fargo
10
Wells Fargo
California
$5.5M -$279K -11,004 -5%
BPA
11
Beacon Pointe Advisors
California
$5.34M +$1.4M +55,470 +35%
SEI Investments
12
SEI Investments
Pennsylvania
$5.28M -$5.34M -211,000 -50%
Morgan Stanley
13
Morgan Stanley
New York
$5.16M -$2.4M -94,753 -31%
SW
14
SteelPeak Wealth
California
$5M +$211K +8,346 +4%
LPL Financial
15
LPL Financial
California
$4.95M -$342K -13,524 -6%
Lido Advisors
16
Lido Advisors
California
$2.95M -$106K -4,195 -3%
JP Morgan Chase
17
JP Morgan Chase
New York
$2.73M -$435K -17,200 -14%
BP
18
BWM Planning
Texas
$2.61M
Raymond James Financial
19
Raymond James Financial
Florida
$2.39M +$281K +11,086 +13%
AWP
20
Atlas Wealth Partners
Pennsylvania
$2.06M +$27.8K +1,097 +1%
Jane Street
21
Jane Street
New York
$1.86M +$1.32M +51,995 +234%
HighTower Advisors
22
HighTower Advisors
Illinois
$1.77M -$21K -828 -1%
PA
23
Promethium Advisors
Maryland
$1.71M
Bank of America
24
Bank of America
North Carolina
$1.61M +$324K +12,795 +25%
Pathstone Holdings
25
Pathstone Holdings
New Jersey
$1.58M +$101 +4 +0%