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PBT

Permian Basin Royalty Trust

Name Holding Trade Value Shares
Change
Change in
Stake
PA
26
Promethium Advisors
Maryland
$1.16M -$1.79K -100 -0.1%
Pathstone Holdings
27
Pathstone Holdings
New Jersey
$1.07M
EFS
28
Essex Financial Services
Connecticut
$1M +$54 +3 +0%
Bank of America
29
Bank of America
North Carolina
$1M +$505K +28,201 +91%
Simplex Trading
30
Simplex Trading
Illinois
$1M +$235K +13,109 +29%
CAL
31
Capital Analysts LLC
Pennsylvania
$977K +$56.8K +3,170 +6%
MWM
32
MOR Wealth Management
Pennsylvania
$892K +$941K +52,534 New
UBS Group
33
UBS Group
Switzerland
$838K -$1.76M -98,208 -67%
FCG
34
Fielder Capital Group
Tennessee
$819K
AWM
35
Avondale Wealth Management
Texas
$777K +$560K +31,250 +216%
BPA
36
Beacon Pointe Advisors
California
$765K
SOW
37
State of Wyoming
Wyoming
$751K +$204K +11,383 +35%
ECM
38
EagleClaw Capital Management
Massachusetts
$572K
BFS
39
Bradley Foster & Sargent
Connecticut
$562K -$71.9K -4,015 -11%
SPIA
40
Steward Partners Investment Advisory
New York
$547K
BFIM
41
Beese Fulmer Investment Management
Ohio
$542K
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$502K -$2.51K -140 -0.5%
FIM
43
Fruth Investment Management
Texas
$430K
FSA
44
Financial Sense Advisors
California
$425K
FM
45
Family Management
New York
$369K +$125K +7,001 +47%
BTI
46
Blue Trust Inc
Georgia
$347K -$8.96K -500 -2%
RFA
47
Resurgent Financial Advisors
Georgia
$340K
Ameriprise
48
Ameriprise
Minnesota
$334K -$10.6K -593 -3%
SWP
49
Stratos Wealth Partners
Ohio
$331K +$914 +51 +0.3%
Corient Private Wealth
50
Corient Private Wealth
Florida
$320K +$914 +51 +0.3%