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San Juan Basin Royalty Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Farther Finance Advisors
51
Farther Finance Advisors
California
$16.4K – – –
RIL
52
Rothschild Investment LLC
Illinois
$13.4K – – –
BlackRock
53
BlackRock
New York
$11.4K -$197K -37,903 -95%
NFSG
54
Newbridge Financial Services Group
Florida
$11.4K +$11.2K +2,151 New
VWM
55
Venturi Wealth Management
Texas
$11.3K – – –
SouthState Corp
56
SouthState Corp
Florida
$10.6K – – –
Brown Brothers Harriman & Co
57
Brown Brothers Harriman & Co
New York
$10.6K – – –
Bessemer Group
58
Bessemer Group
New Jersey
$8K – – –
SS
59
Sunbelt Securities
Texas
$6.35K – – –
TAM
60
Tucker Asset Management
Colorado
$5.98K -$1.54K -296 -21%
US Bancorp
61
US Bancorp
Minnesota
$5.48K -$12K -2,311 -69%
W
62
WealthCollab
Washington
$5.38K +$4.69K +900 +783%
HCP
63
Hexagon Capital Partners
Arkansas
$5.3K – – –
Whittier Trust
64
Whittier Trust
California
$4.47K – – –
Tower Research Capital (TRC)
65
Tower Research Capital (TRC)
New York
$3.62K -$42.4K -8,150 -92%
Parallel Advisors
66
Parallel Advisors
California
$3.56K -$3.97K -762 -53%
First Manhattan
67
First Manhattan
New York
$3.17K – – –
Steward Partners Investment Advisory
68
Steward Partners Investment Advisory
New York
$3.16K – – –
IFP Advisors
69
IFP Advisors
Florida
$2.09K – – –
NF
70
Norwood Financial
Pennsylvania
$1.6K – – –
Geneos Wealth Management
71
Geneos Wealth Management
Colorado
$1.59K – – –
Allworth Financial
72
Allworth Financial
California
$1.52K +$1.2K +230 +404%
SignatureFD
73
SignatureFD
Georgia
$1.06K -$3.53K -677 -77%
Cullen/Frost Bankers
74
Cullen/Frost Bankers
Texas
$1.06K – – –
PMFA
75
Plante Moran Financial Advisors
Michigan
$1.04K – – –