Stock Transactions — PERMIAN BASIN RTY TR

Total Bought
1,251,522
41 transactions
Total Sold
382,524
28 transactions
Net
+868,998
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
HORIZON KINETICS ASSET MANAGEMENT LLC3,684,2643,946,083+261,8190.660.54-0.11buy
WELLS FARGO & COMPANY/MN75,090233,493+158,4030.000.00+0.00buy
MORGAN STANLEY0145,944+145,9440.000.00+0.00buy
COMMONWEALTH EQUITY SERVICES, LLC117,959220,527+102,5680.000.00+0.00buy
PROMETHIUM ADVISORS,LLC090,032+90,0320.000.68+0.68buy
Hosking Partners LLP239,693307,551+67,8580.110.13+0.02buy
Lido Advisors, LLC53,716114,642+60,9260.000.01+0.00buy
Moors & Cabot, Inc.535,151594,221+59,0700.320.31-0.00buy
LAZARD ASSET MANAGEMENT LLC056,268+56,2680.000.00+0.00buy
JANE STREET GROUP, LLC042,885+42,8850.000.00+0.00buy
Beacon Pointe Advisors, LLC97,757138,924+41,1670.010.02+0.00buy
BROWN BROTHERS HARRIMAN & CO022,645+22,6450.000.00+0.00buy
SIMPLEX TRADING, LLC021,862+21,8620.000.01+0.01buy
LPL Financial LLC271,549292,045+20,4960.000.00-0.00buy
CITADEL ADVISORS LLC54,31268,882+14,5700.000.00+0.00buy
Pekin Hardy Strauss, Inc.013,000+13,0000.000.02+0.02buy
Atria Wealth Solutions, Inc.011,465+11,4650.000.00+0.00buy
Stratos Wealth Partners, LTD.010,936+10,9360.000.00+0.00buy
Avondale Wealth Management9,50019,000+9,5000.070.13+0.06buy
Steward Partners Investment Advisory, LLC20,28829,467+9,1790.000.00+0.00buy
GeoWealth Management, LLC40,77149,947+9,1760.020.02+0.00buy
JPMORGAN CHASE & CO04,782+4,7820.000.00+0.00buy
Russell Investments Group, Ltd.9,45312,132+2,6790.000.00+0.00buy
Atlas Wealth Partners, LLC63,55666,098+2,5421.160.92-0.23buy
Qube Research & Technologies Ltd16,79419,087+2,2930.000.00-0.00buy
Signature Resources Capital Management, LLC01,800+1,8000.000.02+0.02buy
AMERIPRISE FINANCIAL INC10,06511,688+1,6230.000.00+0.00buy
NewSquare Capital LLC01,000+1,0000.000.00+0.00buy
Brooklyn Investment Group0909+9090.000.00+0.00buy
Pathstone Holdings, LLC62,24363,052+8090.000.00-0.00buy
Cambridge Investment Research Advisors, Inc.19,98220,725+7430.000.00-0.00buy
BWM Planning, LLC103,725104,397+6720.550.50-0.04buy
Capital Analysts, LLC77,41877,918+5000.040.03-0.00buy
Newbridge Financial Services Group, Inc.0480+4800.000.00+0.00buy
STATE STREET CORP14,34814,754+4060.000.00-0.00buy
Apollon Wealth Management, LLC15,14515,389+2440.010.00-0.00buy
Valued Wealth Advisors LLC0240+2400.000.00+0.00buy
NewEdge Advisors, LLC1,6961,722+260.000.00-0.00buy
SJS Investment Consulting Inc.434437+30.000.00-0.00buy
Essex Financial Services, Inc.60,92560,926+10.050.05-0.00buy
Clearstead Advisors, LLC8586+10.000.00-0.00buy
INGALLS & SNYDER LLC20,26820,26800.010.01-0.00hold
Financial Sense Advisors, Inc.20,00020,00000.070.07+0.01hold
Manchester Capital Management LLC75075000.000.00-0.00hold
Fruth Investment Management25,40025,40000.080.08-0.00hold
Welch Group, LLC10,81610,81600.010.01-0.00hold
SIGNATUREFD, LLC878700.000.00-0.00hold
CAPTRUST FINANCIAL ADVISORS28,68228,68200.000.00-0.00hold
Waverly Advisors, LLC12,66612,66600.000.00-0.00hold
Anfield Capital Management, LLC7700.000.00-0.00hold
Venturi Wealth Management, LLC5,5865,58600.000.00-0.00hold
Global Retirement Partners, LLC10010000.000.00-0.00hold
SoftVest Advisors, LLC4,429,6954,429,695013.119.83-3.29hold
Fortis Group Advisors, LLC20020000.000.00-0.00hold
Blue Trust, Inc.20,42020,42000.000.00-0.00hold
Spire Wealth Management75075000.000.00-0.00hold
Resurgent Financial Advisors LLC20,00020,00000.140.13-0.01hold
OFI INVEST ASSET MANAGEMENT124,017124,01700.030.03-0.00hold
Fielder Capital Group LLC48,21848,21800.190.17-0.02hold
Lummis Asset Management, LP1,8501,85000.030.03+0.00hold
FIRST FINANCIAL BANKSHARES INC12,00012,00000.000.00-0.00hold
US BANCORP \DE\30030000.000.00-0.00hold
PNC FINANCIAL SERVICES GROUP, INC.5,9125,91200.000.00-0.00hold
HARBOUR INVESTMENTS, INC.73473400.000.00-0.00hold
BEESE FULMER INVESTMENT MANAGEMENT, INC.33,21733,21700.030.03-0.00hold
BOKF, NA46246200.000.00-0.00hold
HighTower Advisors, LLC29,28629,165-1210.000.00-0.00sell
Sunbelt Securities, Inc.21285-1270.000.00-0.00sell
Tower Research Capital LLC (TRC)614304-3100.000.00-0.00sell
FMR LLC4000-4000.000.00-0.00sell
CVA Family Office, LLC4630-4630.000.00-0.00sell
COMERICA BANK5010-5010.000.00-0.00sell
State of Wyoming18,79318,008-7850.030.03-0.01sell
ROYAL BANK OF CANADA9,4258,425-1,0000.000.00-0.00sell
Capital Investment Advisors, LLC21,25619,758-1,4980.010.00-0.00sell
Access Investment Management LLC8,1646,414-1,7500.030.02-0.01sell
Creative Planning16,10213,190-2,9120.000.00-0.00sell
OSAIC HOLDINGS, INC.3,2370-3,2370.000.00-0.00sell
PFG Investments, LLC17,66614,070-3,5960.010.01-0.00sell
Ironwood Financial, llc18,50012,300-6,2000.050.03-0.02sell
EagleClaw Capital Managment, LLC41,37534,700-6,6750.080.06-0.02sell
FOUNDATION RESOURCE MANAGEMENT INC669,334662,541-6,7931.231.23-0.00sell
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC8,3230-8,3230.000.00-0.00sell
FOURPATH CAPITAL MANAGEMENT, LLC9,2710-9,2710.020.00-0.02sell
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC21,41811,528-9,8900.000.00-0.00sell
FLOW TRADERS U.S. LLC14,0090-14,0090.010.00-0.01sell
SCHWARTZ INVESTMENT COUNSEL INC1,402,4021,386,902-15,5000.590.55-0.04sell
KINGSWOOD WEALTH ADVISORS, LLC51,93034,800-17,1300.040.03-0.02sell
GROUP ONE TRADING LLC25,8030-25,8030.010.00-0.01sell
SUSQUEHANNA INTERNATIONAL GROUP, LLP59,20332,487-26,7160.000.00-0.00sell
MAD RIVER INVESTORS276,382246,293-30,0891.821.27-0.55sell
UBS Group AG92,35159,829-32,5220.000.00-0.00sell
Independent Advisor Alliance70,4030-70,4030.030.00-0.03sell
SANTA MONICA PARTNERS LP86,5000-86,5000.610.00-0.61sell
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