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PBT

Permian Basin Royalty Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SA
1
SoftVest Advisors
Texas
$12.8M +$1.81M +341,364 +18%
FRM
2
Foundation Resource Management
Arkansas
$4.23M -$22.8K -4,300 -0.6%
HKAM
3
Horizon Kinetics Asset Management
New York
$1.87M -$36.2K -6,825 -2%
EFS
4
Essex Financial Services
Connecticut
$1.51M +$302K +56,879 +27%
Morgan Stanley
5
Morgan Stanley
New York
$1.22M -$338K -63,837 -23%
CAL
6
Capital Analysts LLC
Pennsylvania
$898K
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$672K
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$607K +$205K +38,679 +57%
MGAM
9
McGowan Group Asset Management
Texas
$566K -$68.2K -12,866 -12%
LPL Financial
10
LPL Financial
California
$400K +$29.1K +5,498 +9%
PFO
11
Pathstone Family Office
New Jersey
$326K
BFIM
12
Beese Fulmer Investment Management
Ohio
$234K
Group One Trading
13
Group One Trading
Illinois
$170K +$157K +29,600 New
CIA
14
Capital Investment Advisors
Georgia
$166K -$4.51K -850 -3%
VF
15
Virtu Financial
New York
$157K +$145K +27,321 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$155K +$14.7K +2,774 +11%
KA
17
Kovack Advisors
Florida
$148K
FIM
18
Fruth Investment Management
Texas
$145K
Citadel Advisors
19
Citadel Advisors
Florida
$143K -$6.13K -1,156 -4%
UBS Group
20
UBS Group
Switzerland
$135K -$2.66K -502 -2%
RJA
21
Raymond James & Associates
Florida
$99K
Creative Planning
22
Creative Planning
Kansas
$82K
MFP
23
Michael F. Price
$79K
RJFSA
24
Raymond James Financial Services Advisors
Florida
$72K +$66.2K +12,484 New
WG
25
Welch Group
Alabama
$60K +$55.2K +10,414 New