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San Juan Basin Royalty Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CAS
76
Coppell Advisory Solutions
Texas
$4.56K +$6.02K +900 New
SignatureFD
77
SignatureFD
Georgia
$4.45K +$755 +113 +15%
Whittier Trust
78
Whittier Trust
California
$4.3K – – –
First Manhattan
79
First Manhattan
New York
$3.05K – – –
Steward Partners Investment Advisory
80
Steward Partners Investment Advisory
New York
$3.03K – – –
IFP Advisors
81
IFP Advisors
Florida
$2.01K – – –
Quadrant Capital Group
82
Quadrant Capital Group
Ohio
$1.72K -$1.68K -251 -43%
NF
83
Norwood Financial
Pennsylvania
$1.53K – – –
Geneos Wealth Management
84
Geneos Wealth Management
Colorado
$1.52K – – –
Cullen/Frost Bankers
85
Cullen/Frost Bankers
Texas
$1.02K -$25.2K -3,766 -95%
PMFA
86
Plante Moran Financial Advisors
Michigan
$999 – – –
W
87
WealthCollab
Washington
$584 +$769 +115 New
SA
88
Scarborough Advisors
Maryland
$460 +$608 +91 New
Global Retirement Partners
89
Global Retirement Partners
California
$402 -$668 -100 -57%
LC
90
Lindbrook Capital
California
$381 +$501 +75 New
Allworth Financial
91
Allworth Financial
California
$289 -$1.14K -170 -75%
LF
92
Lee Financial
Texas
$178 – – –
NRG
93
Nemes Rush Group
Michigan
$21 +$27 +4 New
NewEdge Advisors
94
NewEdge Advisors
Louisiana
$20 +$27 +4 New
Fidelity Investments
95
Fidelity Investments
Massachusetts
$5 – – –
Barclays
96
Barclays
United Kingdom
$5 +$7 +1 New
TFCP
97
Twin Focus Capital Partners
Massachusetts
– -$1.5M -217,124 Closed
Millennium Management
98
Millennium Management
New York
– -$994K -143,446 Closed
HRT Financial
99
HRT Financial
New York
– -$382K -55,225 Closed
Mariner
100
Mariner
Kansas
– -$236K -34,099 Closed