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PBT

Permian Basin Royalty Trust

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
26
Essex Financial Services
Connecticut
$1.42M -$15.5K -611 -1%
UBS Group
27
UBS Group
Switzerland
$1.38M +$500K +19,751 +56%
MWM
28
MOR Wealth Management
Pennsylvania
$1.32M
AWM
29
Avondale Wealth Management
Texas
$1.16M -$73.9K -2,920 -6%
FM
30
Family Management
New York
$1.07M +$533K +21,060 +97%
FCG
31
Fielder Capital Group
Tennessee
$1.04M
PAS
32
PKS Advisory Services
New York
$1.03M +$1.04M +41,137 New
Walleye Capital
33
Walleye Capital
New York
$1.01M +$757K +29,924 +286%
ECM
34
EagleClaw Capital Management
Massachusetts
$916K +$29.1K +1,150 +3%
CAL
35
Capital Analysts LLC
Pennsylvania
$865K -$583K -23,020 -40%
XT
36
XTX Topco
Cayman Islands
$835K +$844K +33,346 New
SPIA
37
Steward Partners Investment Advisory
New York
$805K -$1.67K -66 -0.2%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$673K
BFIM
39
Beese Fulmer Investment Management
Ohio
$659K -$83.5K -3,300 -11%
FIM
40
Fruth Investment Management
Texas
$636K
FSA
41
Financial Sense Advisors
California
$627K +$1.29K +51 +0.2%
Group One Trading
42
Group One Trading
Illinois
$547K +$435K +17,168 +367%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$534K +$349K +13,800 +183%
Corient Private Wealth
44
Corient Private Wealth
Florida
$522K +$50K +1,974 +10%
BTI
45
Blue Trust Inc
Georgia
$511K
RFA
46
Resurgent Financial Advisors
Georgia
$501K
SWP
47
Stratos Wealth Partners
Ohio
$491K +$759 +30 +0.2%
WG
48
Welch Group
Alabama
$483K
Ameriprise
49
Ameriprise
Minnesota
$464K -$32.8K -1,294 -7%
CIA
50
Capital Investment Advisors
Georgia
$460K +$25 +1 +0%