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San Juan Basin Royalty Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
26
CIBC World Market
Ontario, Canada
$25K -$2.51K -1,000 -8%
United Capital Financial Advisors
27
United Capital Financial Advisors
Texas
$24K -$5.08K -2,020 -16%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$23K -$2.69K -1,071 -9%
Sigma Planning Corp
29
Sigma Planning Corp
Michigan
$23K +$490 +195 +2%
BFIM
30
Beese Fulmer Investment Management
Ohio
$9K +$10.1K +4,000 New
Cullen/Frost Bankers
31
Cullen/Frost Bankers
Texas
$8K +$503 +200 +6%
USGIU
32
U.S. Global Investors (USGI)
Texas
$5K – – –
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$5K +$1.53K +607 +38%
Bessemer Group
34
Bessemer Group
New Jersey
$4K -$2.51K -1,000 -38%
Steward Partners Investment Advisory
35
Steward Partners Investment Advisory
New York
$4K -$732 -291 -13%
FMP
36
Financial Management Professionals
Texas
$2K – – –
OIA
37
Optimum Investment Advisors
Illinois
$2K – – –
UBS Group
38
UBS Group
Switzerland
$2K – – –
US Bancorp
39
US Bancorp
Minnesota
$2K – – –
CFN
40
Cordasco Financial Network
Florida
$1K – – –
First Manhattan
41
First Manhattan
New York
$1K – – –
PMFA
42
Plante Moran Financial Advisors
Michigan
$1K – – –
Whittier Trust
43
Whittier Trust
California
$1K – – –
Private Advisor Group
44
Private Advisor Group
New Jersey
$1K +$702 +279 New
CWA Asset Management Group
45
CWA Asset Management Group
Florida
– -$37K -17,710 Closed
Northern Trust
46
Northern Trust
Illinois
– -$23K -10,850 Closed
Buckingham Strategic Wealth
47
Buckingham Strategic Wealth
Missouri
– -$21K -10,000 Closed
One Capital Management
48
One Capital Management
California
– -$21K -10,000 Closed
Advisory Services Network
49
Advisory Services Network
Georgia
– -$11K -5,136 Closed
Citigroup
50
Citigroup
New York
– -$4K -2,100 Closed