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PBT

Permian Basin Royalty Trust

Name Holding Trade Value Shares
Change
Change in
Stake
WA
51
WFG Advisors
Texas
$135K -$16.2K -1,137 -10%
CAN
52
Cetera Advisor Networks
California
$133K -$14.4K -1,010 -9%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$129K
GT
54
Glenmede Trust
Pennsylvania
$64K
PSI
55
Pinnacle Summer Investments
Virginia
$62K +$1.02K +72 +2%
PG
56
PEAK6 Group
Illinois
$60K +$66.8K +4,690 New
BRWA
57
B. Riley Wealth Advisors
Florida
$53K +$58.8K +4,129 New
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49K +$54.1K +3,800 New
1IC
59
1919 Investment Counsel
Maryland
$45K
RIA
60
Regal Investment Advisors
Michigan
$41K
HCC
61
Hirtle Callaghan & Co
Pennsylvania
$26K
ECM
62
Estabrook Capital Management
New York
$25.7K
Creative Planning
63
Creative Planning
Kansas
$24K +$26.3K +1,846 New
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$21K +$22.8K +1,600 New
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$19K
AIG
66
American International Group
New York
$15.7K +$2.85K +200 +20%
NES
67
New England Securities
New York
$13K
DADC
68
D.A. Davidson & Co
Montana
$10K +$11.1K +778 New
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$9K +$10.4K +731 New
WEC
70
Winslow Evans & Crocker
Massachusetts
$8K +$8.54K +600 New
M
71
MOTCO
Texas
$6K -$11.1K -783 -63%
PTC
72
Private Trust Company
Ohio
$6K +$4.27K +300 +150%
WCM
73
Windsor Capital Management
Arizona
$6K +$7.12K +500 New
GGPS
74
Gary Goldberg Planning Services
New York
$5K
OSNBOA
75
Old Second National Bank of Aurora
Illinois
$5K