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PBT

Permian Basin Royalty Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SA
1
SoftVest Advisors
Texas
$77.3M +$18.9M +1,776,929 +40%
HKAM
2
Horizon Kinetics Asset Management
New York
$72.8M +$18.1M +1,705,498 +41%
SIC
3
Schwartz Investment Counsel
Michigan
$18M -$395K -37,193 -3%
MRI
4
Mad River Investors
Massachusetts
$11M +$4.38M +412,224 +87%
FRM
5
Foundation Resource Management
Arkansas
$8.01M -$49.1K -4,615 -0.7%
MC
6
Moors & Cabot
Massachusetts
$6.61M +$244K +22,915 +5%
HP
7
Hosking Partners
United Kingdom
$3.84M +$38.1K +3,583 +1%
Morgan Stanley
8
Morgan Stanley
New York
$3.66M +$1.74M +163,795 +126%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.31M +$89.9K +8,457 +3%
ASN
10
Advisory Services Network
Georgia
$3.3M +$2.01M +188,807 +328%
Wells Fargo
11
Wells Fargo
California
$3.06M +$9.4K +884 +0.4%
LPL Financial
12
LPL Financial
California
$2.94M -$10.5K -986 -0.4%
Group One Trading
13
Group One Trading
Illinois
$2.46M +$1.93M +181,460 +1,116%
Citadel Advisors
14
Citadel Advisors
Florida
$1.77M +$930K +87,495 +160%
BPA
15
Beacon Pointe Advisors
California
$1.72M +$893 +84 +0.1%
Lido Advisors
16
Lido Advisors
California
$1.47M -$10.6K -1,000 -0.8%
JP Morgan Chase
17
JP Morgan Chase
New York
$1.3M +$1.06M +99,829 +2,234%
BP
18
BWM Planning
Texas
$1.29M -$7.14K -672 -0.6%
Bessemer Group
19
Bessemer Group
New Jersey
$1.2M +$1,000K +94,021 +4,701%
AWP
20
Atlas Wealth Partners
Pennsylvania
$960K +$104K +9,800 +15%
PA
21
Promethium Advisors
Maryland
$887K -$644K -60,599 -46%
CAL
22
Capital Analysts LLC
Pennsylvania
$876K -$72.9K -6,855 -9%
Raymond James Financial
23
Raymond James Financial
Florida
$803K +$406K +38,164 +145%
Pathstone Holdings
24
Pathstone Holdings
New Jersey
$784K -$669K -62,936 -50%
EFS
25
Essex Financial Services
Connecticut
$737K +$21 +2 +0%