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PBT

Permian Basin Royalty Trust

Name Holding Trade Value Shares
Change
Change in
Stake
PI
51
PFG Investments
New York
$156K -$43.1K -3,596 -20%
JCP
52
Jennifer C. Price
$153K
Creative Planning
53
Creative Planning
Kansas
$146K -$34.9K -2,912 -18%
PHS
54
Pekin Hardy Strauss
Illinois
$144K +$156K +13,000 New
WA
55
Waverly Advisors
Alabama
$140K
IF
56
Ironwood Financial
Arizona
$136K -$74.3K -6,200 -34%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$134K +$32.1K +2,679 +28%
FFB
58
First Financial Bankshares
Texas
$133K
Ameriprise
59
Ameriprise
Minnesota
$128K +$19.5K +1,623 +16%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$127K -$119K -9,890 -46%
AWS
61
Atria Wealth Solutions
New York
$127K +$137K +11,465 New
SWP
62
Stratos Wealth Partners
Ohio
$121K +$131K +10,936 New
WG
63
Welch Group
Alabama
$118K
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$93K -$12K -1,000 -11%
SSB
65
Sandy Spring Bank
Maryland
$72.3K -$408 -34 -0.5%
AIM
66
Access Investment Management
Georgia
$70.7K -$21K -1,750 -21%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$65.5K
VWM
68
Venturi Wealth Management
Texas
$61.9K
JP Morgan Chase
69
JP Morgan Chase
New York
$53K +$27K +2,250 +89%
GSWM
70
Golden State Wealth Management
California
$27.1K +$29.3K +2,446 New
Osaic Holdings
71
Osaic Holdings
Arizona
$25.2K -$11.5K -959 -30%
LAM
72
Lummis Asset Management
Texas
$20.4K
SRCM
73
Signature Resources Capital Management
California
$19.8K +$21.6K +1,800 New
NA
74
NewEdge Advisors
Louisiana
$19.1K +$312 +26 +2%
SWM
75
Sugarloaf Wealth Management
Georgia
$17.3K +$6.11K +510 +48%