Stock Transactions — SAN JUAN BASIN RTY TR

Total Bought
15,611,245
34 transactions
Total Sold
1,978,401
34 transactions
Net
+13,632,844
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
Kingstone Capital Partners Texas, LLC011,698,140+11,698,1400.000.05+0.05buy
HORIZON KINETICS ASSET MANAGEMENT LLC2,470,1324,594,502+2,124,3700.160.33+0.17buy
Verition Fund Management LLC0404,648+404,6480.000.01+0.01buy
LPL Financial LLC11,898401,516+389,6180.000.00+0.00buy
Moors & Cabot, Inc.59,850282,350+222,5000.020.08+0.06buy
KINGSWOOD WEALTH ADVISORS, LLC279,035485,815+206,7800.040.23+0.19buy
Advisory Services Network, LLC48,227237,397+189,1700.010.02+0.02buy
ROYAL BANK OF CANADA052,200+52,2000.000.00+0.00buy
Delta Investment Management, LLC10,91161,868+50,9570.010.07+0.06buy
RAYMOND JAMES FINANCIAL INC297,699338,062+40,3630.000.00+0.00buy
XTX Topco Ltd032,121+32,1210.000.01+0.01buy
MORGAN STANLEY794,279825,224+30,9450.000.00+0.00buy
Corient Private Wealth LLC030,260+30,2600.000.00+0.00buy
PECAUT & CO.10,00030,000+20,0000.020.06+0.04buy
Lesa Sroufe & Co320,329336,644+16,3151.771.85+0.08buy
Financial Engines Advisors L.L.C.015,534+15,5340.000.00+0.00buy
Private Advisor Group, LLC015,389+15,3890.000.00+0.00buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP243,016254,824+11,8080.000.00+0.00buy
RAHLFS CAPITAL, LLC011,500+11,5000.000.06+0.06buy
INTREPID FAMILY OFFICE LLC010,574+10,5740.000.07+0.07buy
Atlas Wealth Partners, LLC24,30033,650+9,3500.170.23+0.07buy
GROUP ONE TRADING LLC24,29032,792+8,5020.010.01+0.00buy
Financial Gravity Companies, Inc.06,398+6,3980.000.01+0.01buy
Wilmington Savings Fund Society, FSB05,000+5,0000.000.00+0.00buy
Ashton Thomas Private Wealth, LLC639,243641,226+1,9830.140.14+0.00buy
Manchester Capital Management LLC1,9003,610+1,7100.000.00+0.00buy
WEDBUSH SECURITIES INC12,00013,500+1,5000.000.00+0.00buy
Private Wealth Asset Management, LLC01,300+1,3000.000.00+0.00buy
COMERICA BANK0912+9120.000.00+0.00buy
Rosenberg Matthew Hamilton0593+5930.000.00+0.00buy
Morse Asset Management, Inc0450+4500.000.00+0.00buy
US BANCORP \DE\0206+2060.000.00+0.00buy
FMR LLC3,1203,219+990.000.00-0.00buy
JONES FINANCIAL COMPANIES LLLP050+500.000.00+0.00buy
MAI Capital Management1,1501,15000.000.00-0.00hold
INGALLS & SNYDER LLC28,65028,65000.010.01+0.00hold
CHILTON CAPITAL MANAGEMENT LLC4,2004,20000.000.00-0.00hold
BECK MACK & OLIVER LLC16,48016,48000.000.00+0.00hold
MCDANIEL TERRY & CO318,076318,07600.150.16+0.00hold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1100.000.00-0.00hold
FOUNDATION RESOURCE MANAGEMENT INC14,56514,56500.010.01+0.00hold
CIBC Private Wealth Group LLC282800.000.00+0.00hold
RR Advisors, LLC416,000416,00000.550.60+0.05hold
Plante Moran Financial Advisors, LLC19719700.000.00-0.00hold
Welch Group, LLC22,00822,00800.010.01+0.00hold
Roundview Capital LLC30,00030,00000.010.01+0.00hold
Creative Planning55,97155,97100.000.00-0.00hold
Waverly Advisors, LLC43,31643,31600.000.00-0.00hold
Sunbelt Securities, Inc.1,2751,27500.000.00-0.00hold
IFP Advisors, Inc39539500.000.00-0.00hold
OneDigital Investment Advisors LLC15,19915,19900.000.00+0.00hold
Heritage Trust Co30,20130,20100.020.02+0.00hold
Steward Partners Investment Advisory, LLC59759700.000.00-0.00hold
Mountaineer Partners Management, LLC719,054719,05403.812.84-0.96hold
Princeton Global Asset Management LLC25025000.000.00-0.00hold
Newbridge Financial Services Group, Inc.72172100.000.00-0.00hold
Westfuller Advisors, LLC11,43011,43000.040.04-0.00hold
FIRST FINANCIAL BANKSHARES INC37,50037,50000.000.01+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
BOKF, NA46246200.000.00-0.00hold
Allworth Financial LP289288-10.000.00-0.00sell
Creekmur Asset Management LLC242240-20.000.00-0.00sell
NewEdge Advisors, LLC40-40.000.00-0.00sell
Nemes Rush Group LLC40-40.000.00-0.00sell
Tower Research Capital LLC (TRC)336265-710.000.00-0.00sell
Global Retirement Partners, LLC750-750.000.00-0.00sell
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors15,82515,682-1430.010.01-0.00sell
SIGNATUREFD, LLC2000-2000.000.00-0.00sell
SIERRA OCEAN, LLC3300-3300.000.00-0.00sell
Mraz, Amerine & Associates, Inc.189,246188,266-9800.180.18+0.00sell
BROWN BROTHERS HARRIMAN & CO2,0000-2,0000.000.00-0.00sell
Clear Harbor Asset Management, LLC30,82528,825-2,0000.010.01-0.00sell
Beacon Pointe Advisors, LLC116,929114,929-2,0000.010.01-0.00sell
Farther Finance Advisors, LLC3,0000-3,0000.000.00-0.00sell
Kovack Advisors, Inc.20,00015,000-5,0000.010.01-0.00sell
OSAIC HOLDINGS, INC.35,48830,275-5,2130.000.00-0.00sell
Federation des caisses Desjardins du Quebec6,000600-5,4000.000.00-0.00sell
Meixler Investment Management, Ltd.40,45033,500-6,9500.150.14-0.02sell
WELLS FARGO & COMPANY/MN88,11579,340-8,7750.000.00-0.00sell
Principia Wealth Advisory, LLC653,767641,479-12,2883.233.25+0.01sell
Waterloo Capital, L.P.12,9100-12,9100.010.00-0.01sell
NORTHERN TRUST CORP17,4030-17,4030.000.00-0.00sell
Fonville Wealth Management LLC18,4750-18,4750.030.00-0.03sell
AMERIPRISE FINANCIAL INC20,4640-20,4640.000.00-0.00sell
State of Wyoming78,62850,671-27,9570.060.04-0.02sell
TWO SIGMA INVESTMENTS, LP92,33457,160-35,1740.000.00-0.00sell
AMERIFLEX GROUP, INC.47,0500-47,0500.110.00-0.11sell
SIMPLEX TRADING, LLC68,1800-68,1800.010.00-0.01sell
Cambridge Investment Research Advisors, Inc.93,52312,071-81,4520.000.00-0.00sell
Financial Sense Advisors, Inc.144,9430-144,9430.230.00-0.23sell
BOOTHBAY FUND MANAGEMENT, LLC152,5920-152,5920.030.00-0.03sell
Pingora Partners LLC272,78863,946-208,8421.120.29-0.83sell
PRELUDE CAPITAL MANAGEMENT, LLC671,348396,709-274,6390.370.23-0.14sell
CANNELL CAPITAL LLC3,045,4082,231,524-813,8845.684.17-1.51sell
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