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PRT

PermRock Royalty Trust Unit

Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Sinecera Capital
Texas
$340K
OQS
2
Occudo Quantitative Strategies
Florida
$143K +$141K +15,768 New
SSA
3
Schonfeld Strategic Advisors
New York
$108K +$106K +11,900 New
UBS Group
4
UBS Group
Switzerland
$27K +$26.2K +2,933 New
IA
5
IFP Advisors
Florida
$17K +$9.3K +1,042 New
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$15K +$821 +92 +6%
Wells Fargo
7
Wells Fargo
California
$15K +$15.2K +1,700 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$14K +$14.3K +1,600 New
Osaic Holdings
9
Osaic Holdings
Arizona
$11K -$38K -4,251 -51%
Truist Financial
10
Truist Financial
North Carolina
-$81K -11,511 Closed
VRM
11
Vectors Research Management
New York
-$14K -2,000 Closed