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PBT

Permian Basin Royalty Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$436K +$131K +5,181 +45%
BFS
52
Bradley Foster & Sargent
Connecticut
$414K -$13.9K -549 -3%
KWA
53
Kingswood Wealth Advisors
California
$370K +$59.1K +2,335 +19%
IF
54
Ironwood Financial
Arizona
$345K
ISL
55
Ingalls & Snyder LLC
New York
$330K -$129K -5,095 -28%
CM
56
Caption Management
Oklahoma
$317K +$320K +12,663 New
FFB
57
First Financial Bankshares
Texas
$300K
QC
58
Quadrature Capital
United Kingdom
$299K -$1.97K -78 -0.6%
CBU
59
CIBC Bancorp USA
Illinois
$254K +$257K +10,144 New
CAM
60
Clark Asset Management
New Hampshire
$250K
FIA
61
Foundations Investment Advisors
Arizona
$249K +$252K +9,950 New
EFG
62
Ethos Financial Group
Pennsylvania
$248K +$215K +8,500 New
FCM
63
Fourpath Capital Management
Oklahoma
$232K +$235K +9,271 New
TI
64
Tidal Investments
Wisconsin
$211K +$214K +8,441 New
PRTG
65
Post Resch Tallon Group
New York
$210K +$213K +8,402 New
ATC
66
Argent Trust Co
Tennessee
$200K +$202K +8,000 New
AUB
67
Atlantic Union Bankshares
Virginia
$190K +$76 +3 +0%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$148K
IWC
69
Integrated Wealth Concepts
Massachusetts
$114K +$115K +4,557 New
SOW
70
State of Wyoming
Wyoming
$96.4K -$293K -11,591 -75%
NA
71
NewEdge Advisors
Louisiana
$87.5K +$17.7K +701 +25%
PWPS
72
Pinnacle Wealth Planning Services
Ohio
$70.6K -$430 -17 -0.6%
Simplex Trading
73
Simplex Trading
Illinois
$66.7K +$54.4K +2,149 +417%
CI
74
CX Institutional
Indiana
$53K +$23.8K +939 +80%
LAM
75
Lummis Asset Management
Texas
$46.3K