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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
$11.1K – – –
Fidelity Investments
52
Fidelity Investments
Massachusetts
$10.7K +$6.01K +1,608 +124%
RIL
53
Rothschild Investment LLC
Illinois
$9.39K – – –
SS
54
Sunbelt Securities
Texas
$9.16K +$4.77K +1,275 +106%
VWM
55
Venturi Wealth Management
Texas
$7.87K – – –
Brown Brothers Harriman & Co
56
Brown Brothers Harriman & Co
New York
$7.4K – – –
IAIM
57
International Assets Investment Management
Florida
$7.4K – – –
SouthState Corp
58
SouthState Corp
Florida
$7.36K – – –
MCM
59
Manchester Capital Management
Vermont
$7.03K +$7.11K +1,900 New
BlackRock
60
BlackRock
New York
$4.67K -$310 -83 -6%
W
61
WealthCollab
Washington
$2.57K – – –
Parallel Advisors
62
Parallel Advisors
California
$2.49K – – –
Steward Partners Investment Advisory
63
Steward Partners Investment Advisory
New York
$2.21K – – –
Tower Research Capital (TRC)
64
Tower Research Capital (TRC)
New York
$1.79K -$6.05K -1,617 -77%
BOK Financial
65
BOK Financial
Oklahoma
$1.77K +$1.73K +462 New
IFP Advisors
66
IFP Advisors
Florida
$1.46K – – –
Allworth Financial
67
Allworth Financial
California
$1.06K – – –
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$1K +$748 +200 New
TAM
69
Tucker Asset Management
Colorado
$973 – – –
CAM
70
Creekmur Asset Management
Illinois
$921 -$950 -254 -50%
Cullen/Frost Bankers
71
Cullen/Frost Bankers
Texas
$740 – – –
SignatureFD
72
SignatureFD
Georgia
$736 – – –
PMFA
73
Plante Moran Financial Advisors
Michigan
$725 – – –
Global Retirement Partners
74
Global Retirement Partners
California
$278 – – –
NRG
75
Nemes Rush Group
Michigan
$21 – – –