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PBT

Permian Basin Royalty Trust

Name Holding Trade Value Shares
Change
Change in
Stake
GM
26
GeoWealth Management
Illinois
$484K -$66.3K -5,894 -13%
BFIM
27
Beese Fulmer Investment Management
Ohio
$394K
RJA
28
Raymond James & Associates
Florida
$361K -$8.55K -760 -2%
HighTower Advisors
29
HighTower Advisors
Illinois
$349K -$5.91K -525 -2%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$341K +$11 +1 +0%
Morgan Stanley
31
Morgan Stanley
New York
$341K -$844K -75,032 -72%
Group One Trading
32
Group One Trading
Illinois
$307K +$290K +25,803 New
FIM
33
Fruth Investment Management
Texas
$301K
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$255K -$5.63K -500 -2%
CIA
35
Capital Investment Advisors
Georgia
$252K -$7.92K -704 -3%
Bank of America
36
Bank of America
North Carolina
$242K +$19.8K +1,756 +9%
SPIA
37
Steward Partners Investment Advisory
New York
$241K +$56K +4,980 +33%
ISL
38
Ingalls & Snyder LLC
New York
$241K
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$238K +$10.2K +908 +5%
RFA
40
Resurgent Financial Advisors
Georgia
$238K
FSA
41
Financial Sense Advisors
California
$238K +$225K +20,000 New
BTI
42
Blue Trust Inc
Georgia
$230K
SOW
43
State of Wyoming
Wyoming
$223K +$92.4K +8,213 +78%
IF
44
Ironwood Financial
Arizona
$220K +$208K +18,500 New
PI
45
PFG Investments
New York
$210K -$11.3K -1,000 -5%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$200K -$75.4K -6,702 -29%
Creative Planning
47
Creative Planning
Kansas
$191K +$5.99K +532 +3%
AWM
48
Apollon Wealth Management
South Carolina
$180K +$170K +15,145 New
State Street
49
State Street
Massachusetts
$171K +$5.11K +454 +3%
FTUS
50
Flow Traders U.S.
New York
$167K +$158K +14,009 New