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PBT

Permian Basin Royalty Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SA
1
SoftVest Advisors
Texas
$49.1M
HKAM
2
Horizon Kinetics Asset Management
New York
$43.7M +$3.14M +261,819 +7%
SIC
3
Schwartz Investment Counsel
Michigan
$15.3M -$186K -15,500 -1%
FRM
4
Foundation Resource Management
Arkansas
$7.34M -$81.4K -6,793 -1%
MC
5
Moors & Cabot
Massachusetts
$6.58M +$708K +59,070 +11%
HP
6
Hosking Partners
United Kingdom
$3.41M +$814K +67,858 +28%
LPL Financial
7
LPL Financial
California
$3.24M +$246K +20,496 +8%
MRI
8
Mad River Investors
Massachusetts
$2.73M -$361K -30,089 -11%
Wells Fargo
9
Wells Fargo
California
$2.59M +$1.9M +158,403 +211%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.44M +$1.23M +102,568 +87%
Morgan Stanley
11
Morgan Stanley
New York
$1.62M +$1.41M +117,271 +409%
BPA
12
Beacon Pointe Advisors
California
$1.53M +$494K +41,167 +42%
OIAM
13
OFI Invest Asset Management
France
$1.33M +$1.49M +124,017 New
Lido Advisors
14
Lido Advisors
California
$1.27M +$730K +60,926 +113%
BP
15
BWM Planning
Texas
$1.16M +$8.06K +672 +0.6%
PA
16
Promethium Advisors
Maryland
$997K +$1.08M +90,032 New
CAL
17
Capital Analysts LLC
Pennsylvania
$863K +$5.99K +500 +0.6%
Citadel Advisors
18
Citadel Advisors
Florida
$763K +$175K +14,570 +27%
AWP
19
Atlas Wealth Partners
Pennsylvania
$730K +$30.5K +2,542 +4%
Pathstone Holdings
20
Pathstone Holdings
New Jersey
$699K +$9.7K +809 +1%
EFS
21
Essex Financial Services
Connecticut
$675K +$12 +1 +0%
UBS Group
22
UBS Group
Switzerland
$663K -$390K -32,522 -35%
Lazard Asset Management
23
Lazard Asset Management
New York
$623K +$675K +56,268 New
Raymond James Financial
24
Raymond James Financial
Florida
$622K +$674K +56,180 New
GM
25
GeoWealth Management
Illinois
$550K +$110K +9,176 +23%