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Permian Basin Royalty Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SA
1
SoftVest Advisors
Texas
$103M – – –
Horizon Kinetics Asset Management
2
Horizon Kinetics Asset Management
New York
$100M -$1.1M -44,662 -1%
Foundation Resource Management
3
Foundation Resource Management
Arkansas
$17.1M -$53K -2,145 -0.3%
UBS Group
4
UBS Group
Switzerland
$11.8M -$1.67M -67,429 -12%
Hosking Partners
5
Hosking Partners
United Kingdom
$11.1M +$853K +34,545 +8%
Schwartz Investment Counsel
6
Schwartz Investment Counsel
Michigan
$11M – – –
Mad River Investors
7
Mad River Investors
Massachusetts
$8.09M +$64.8K +2,624 +0.8%
Morgan Stanley
8
Morgan Stanley
New York
$7.57M +$635K +25,695 +9%
Wells Fargo
9
Wells Fargo
California
$5.92M +$1.04M +42,118 +22%
Moors & Cabot
10
Moors & Cabot
Massachusetts
$4.95M +$120K +4,852 +3%
Beacon Pointe Advisors
11
Beacon Pointe Advisors
California
$4.4M +$1.51M +61,260 +53%
LPL Financial
12
LPL Financial
California
$4.18M +$1.96M +79,360 +90%
Sinecera Capital
13
Sinecera Capital
Texas
$3.06M +$2.17K +88 +0.1%
Pathstone Family Office
14
Pathstone Family Office
New Jersey
$2.73M – – –
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$2.63M – – –
SMP
16
Santa Monica Partners
Florida
$2.16M – – –
Capital Analysts LLC
17
Capital Analysts LLC
Pennsylvania
$1.85M -$978K -39,595 -35%
Raymond James & Associates
18
Raymond James & Associates
Florida
$1.77M +$85.7K +3,472 +5%
Advisory Alpha
19
Advisory Alpha
Michigan
$1.59M +$1.57M +63,611 New
Atlas Wealth Partners
20
Atlas Wealth Partners
Pennsylvania
$1.5M +$1.58M +64,143 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.44M -$67.4K -2,730 -5%
Essex Financial Services
22
Essex Financial Services
Connecticut
$1.42M -$4.3M -174,253 -75%
Resurgent Financial Advisors
23
Resurgent Financial Advisors
Georgia
$1.2M – – –
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$922K +$26.4K +1,067 +3%
Beese Fulmer Investment Management
25
Beese Fulmer Investment Management
Ohio
$919K -$66K -2,672 -7%