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PBT

Permian Basin Royalty Trust

Name Holding Trade Value Shares
Change
Change in
Stake
HKAM
1
Horizon Kinetics Asset Management
New York
$137M +$3.74M +191,892 +3%
SA
2
SoftVest Advisors
Texas
$134M
MRI
3
Mad River Investors
Massachusetts
$21.6M +$318K +16,321 +2%
SIC
4
Schwartz Investment Counsel
Michigan
$20.1M -$652K -33,478 -3%
FRM
5
Foundation Resource Management
Arkansas
$13.6M -$239K -12,300 -2%
MC
6
Moors & Cabot
Massachusetts
$12.7M +$56.4K +2,896 +0.5%
SEI Investments
7
SEI Investments
Pennsylvania
$9.08M +$4.41M +226,600 +116%
Morgan Stanley
8
Morgan Stanley
New York
$6.48M +$1.48M +76,243 +34%
HP
9
Hosking Partners
United Kingdom
$6.03M -$1.29M -66,391 -19%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.79M +$188K +9,671 +4%
ASN
11
Advisory Services Network
Georgia
$5.41M +$95.1K +4,887 +2%
ML
12
MSRH LLC
New York
$5.17M +$25.4K +1,302 +0.5%
Wells Fargo
13
Wells Fargo
California
$4.97M -$191K -9,816 -4%
LPL Financial
14
LPL Financial
California
$4.55M -$364K -18,716 -8%
SW
15
SteelPeak Wealth
California
$4.11M +$3.72M +191,103 New
HF
16
HRT Financial
New York
$3.68M +$1.63M +83,887 +96%
BPA
17
Beacon Pointe Advisors
California
$3.4M +$2.19M +112,710 +250%
JP Morgan Chase
18
JP Morgan Chase
New York
$2.76M +$497K +25,528 +25%
Lido Advisors
19
Lido Advisors
California
$2.63M -$9.46K -486 -0.4%
BP
20
BWM Planning
Texas
$2.25M
Raymond James Financial
21
Raymond James Financial
Florida
$1.81M -$280K -14,359 -15%
AWP
22
Atlas Wealth Partners
Pennsylvania
$1.75M -$55.4K -2,845 -3%
HighTower Advisors
23
HighTower Advisors
Illinois
$1.54M -$2.12K -109 -0.2%
PA
24
Promethium Advisors
Maryland
$1.47M -$389 -20 -0%
Pathstone Holdings
25
Pathstone Holdings
New Jersey
$1.35M