Stock Transactions — SAN JUAN BASIN RTY TR

Total Bought
2,304,236
27 transactions
Total Sold
2,180,548
29 transactions
Net
+123,688
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
CANNELL CAPITAL LLC0929,814+929,8140.000.90+0.90buy
OneDigital Investment Advisors LLC0517,894+517,8940.000.03+0.03buy
Lesa Sroufe & Co0271,956+271,9560.001.07+1.07buy
HORIZON KINETICS ASSET MANAGEMENT LLC862,4241,049,055+186,6310.090.07-0.01buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP35,480170,672+135,1920.000.00+0.00buy
UBS Group AG0123,102+123,1020.000.00+0.00buy
Verition Fund Management LLC023,517+23,5170.000.00+0.00buy
Mountaineer Partners Management, LLC720,000737,930+17,9301.761.56-0.20buy
FIRST FINANCIAL BANKSHARES INC25,00037,500+12,5000.000.00+0.00buy
TWO SIGMA INVESTMENTS, LP012,420+12,4200.000.00+0.00buy
State of Wyoming24,26836,585+12,3170.020.02+0.00buy
GROUP ONE TRADING LLC011,237+11,2370.000.00+0.00buy
LPL Financial LLC011,225+11,2250.000.00+0.00buy
Mraz, Amerine & Associates, Inc.196,109206,566+10,4570.200.17-0.02buy
Moors & Cabot, Inc.78,95088,400+9,4500.020.02-0.00buy
Kovack Advisors, Inc.15,00020,000+5,0000.010.01-0.00buy
OSAIC HOLDINGS, INC.33,51237,414+3,9020.000.00-0.00buy
SIMPLEX TRADING, LLC02,607+2,6070.000.00+0.00buy
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC02,000+2,0000.000.00+0.00buy
Meixler Investment Management, Ltd.30,80032,500+1,7000.120.10-0.02buy
Tower Research Capital LLC (TRC)6842,100+1,4160.000.00+0.00buy
FMR LLC01,295+1,2950.000.00+0.00buy
Ashton Thomas Private Wealth, LLC0500+5000.000.00+0.00buy
Balefire, LLC10,33810,473+1350.020.02-0.00buy
Newbridge Financial Services Group, Inc.2,1512,179+280.000.00-0.00buy
Capital Investment Advisors, LLC15,54015,550+100.000.00-0.00buy
Allworth Financial LP287288+10.000.00-0.00buy
INGALLS & SNYDER LLC34,79834,79800.010.01-0.00hold
BESSEMER GROUP INC1,6001,60000.000.00-0.00hold
CHILTON CAPITAL MANAGEMENT LLC8,4008,40000.000.00-0.00hold
MCDANIEL TERRY & CO318,076318,07600.150.11-0.04hold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1100.000.00-0.00hold
FOUNDATION RESOURCE MANAGEMENT INC15,62515,62500.010.01-0.00hold
Plante Moran Financial Advisors, LLC19719700.000.00-0.00hold
SIGNATUREFD, LLC20020000.000.00-0.00hold
BROWN BROTHERS HARRIMAN & CO2,0002,00000.000.00-0.00hold
Roundview Capital LLC30,00030,00000.010.01-0.00hold
Gradient Investments LLC1100.000.00-0.00hold
Waverly Advisors, LLC43,31643,31600.010.00-0.00hold
Sunbelt Securities, Inc.1,2001,20000.000.00-0.00hold
IFP Advisors, Inc39539500.000.00-0.00hold
Venturi Wealth Management, LLC2,1282,12800.000.00-0.00hold
Parallel Advisors, LLC67267200.000.00-0.00hold
Heritage Trust Co30,20130,20100.020.02-0.01hold
Steward Partners Investment Advisory, LLC59759700.000.00-0.00hold
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors15,82515,82500.010.01-0.00hold
Global Retirement Partners, LLC757500.000.00-0.00hold
Geneos Wealth Management Inc.30030000.000.00-0.00hold
Nemes Rush Group LLC4400.000.00-0.00hold
Farther Finance Advisors, LLC3,0003,00000.000.00-0.00hold
CULLEN/FROST BANKERS, INC.20020000.000.00-0.00hold
SouthState Corp2,0002,00000.000.00-0.00hold
ROTHSCHILD INVESTMENT LLC2,5372,53700.000.00-0.00hold
NATIONAL BANK OF CANADA /FI/10,00010,00000.000.00-0.00hold
BARCLAYS PLC10-10.000.00-0.00sell
NewEdge Advisors, LLC584-540.000.00-0.00sell
WealthCollab, LLC1,015699-3160.000.00-0.00sell
FIRST MANHATTAN CO. LLC.6000-6000.000.00-0.00sell
WHITTIER TRUST CO8460-8460.000.00-0.00sell
Coppell Advisory Solutions LLC9000-9000.000.00-0.00sell
Hexagon Capital Partners LLC1,0000-1,0000.000.00-0.00sell
US BANCORP \DE\1,0360-1,0360.000.00-0.00sell
BECK MACK & OLIVER LLC22,98021,080-1,9000.000.00-0.00sell
Mariner, LLC14,19211,900-2,2920.000.00-0.00sell
Federation des caisses Desjardins du Quebec11,3006,900-4,4000.000.00-0.00sell
Creekmur Asset Management LLC5,467503-4,9640.010.00-0.01sell
Pingora Partners LLC285,788277,388-8,4001.110.80-0.31sell
Creative Planning60,96252,504-8,4580.000.00-0.00sell
Qube Research & Technologies Ltd52,10243,243-8,8590.000.00-0.00sell
AMERIPRISE FINANCIAL INC10,4590-10,4590.000.00-0.00sell
Cetera Investment Advisers12,2860-12,2860.000.00-0.00sell
Essex Financial Services, Inc.12,8420-12,8420.010.00-0.01sell
Koshinski Asset Management, Inc.14,3870-14,3870.010.00-0.01sell
Cambridge Investment Research Advisors, Inc.43,91829,363-14,5550.000.00-0.00sell
HARTLINE INVESTMENT CORP/15,8250-15,8250.010.00-0.01sell
LAZARD ASSET MANAGEMENT LLC17,4220-17,4220.000.00-0.00sell
Delta Investment Management, LLC30,19510,911-19,2840.040.01-0.03sell
Glass Wealth Management Co LLC21,0000-21,0000.070.00-0.07sell
WELLS FARGO & COMPANY/MN317,974259,325-58,6490.000.00-0.00sell
BANK OF AMERICA CORP /DE/70,3140-70,3140.000.00-0.00sell
Beacon Pointe Advisors, LLC140,26322,000-118,2630.010.00-0.01sell
Beck Bode, LLC416,4900-416,4900.450.00-0.45sell
Mirae Asset Global Investments Co., Ltd.1,334,7460-1,334,7460.030.00-0.03sell
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