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PBT

Permian Basin Royalty Trust

Name Holding Trade Value Shares
Change
Change in
Stake
FWCM
26
Ferguson Wellman Capital Management
Oregon
$99K
SPC
27
Sigma Planning Corp
Michigan
$79K +$678 +123 +1%
AIG
28
American International Group
New York
$73K +$7.01K +1,271 +12%
DI
29
Diligent Investors
California
$70K -$2.21K -400 -3%
JP Morgan Chase
30
JP Morgan Chase
New York
$68K
BMO
31
Beck Mack & Oliver
New York
$68K +$5.51K +1,000 +10%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$62K -$1.86K -338 -3%
TPWA
33
TRUE Private Wealth Advisors
Oregon
$62K +$55.1K +10,000 New
First Manhattan
34
First Manhattan
New York
$61K
Creative Planning
35
Creative Planning
Kansas
$32K -$3.31K -600 -10%
GT
36
Glenmede Trust
Pennsylvania
$30K
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$23K +$19.3K +3,500 +1,750%
Deutsche Bank
38
Deutsche Bank
Germany
$19K -$246K -44,591 -93%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$19K -$129K -23,441 -89%
CFA
40
Carroll Financial Associates
North Carolina
$19K +$17.6K +3,200 New
ANBT
41
American National Bank & Trust
Texas
$18K
AI
42
ArchPoint Investors
Florida
$16K
US Bancorp
43
US Bancorp
Minnesota
$15K -$27.6K -5,000 -68%
CG
44
Cutler Group
California
$14K -$6.05K -1,097 -32%
GWM
45
Geneos Wealth Management
Colorado
$13K +$12.6K +2,279 New
Group One Trading
46
Group One Trading
Illinois
$10K -$3.31K -600 -26%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$9K
MSFP
48
Mark Sheptoff Financial Planning
Connecticut
$9K +$83 +15 +1%
AWMS
49
Advocacy Wealth Management Services
Georgia
$7K -$14.3K -2,600 -69%
IWMPD
50
Integrated Wealth Management (Palm Desert)
California
$7K