Stock Transactions — SAN JUAN BASIN RTY TR

Total Bought
1,931,037
34 transactions
Total Sold
1,650,864
32 transactions
Net
+280,173
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
HORIZON KINETICS ASSET MANAGEMENT LLC5,611,9816,231,144+619,1630.410.47+0.06buy
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.443,701700,000+256,2990.160.23+0.07buy
MORGAN STANLEY925,4971,156,904+231,4070.000.00+0.00buy
CITADEL ADVISORS LLC76,102241,775+165,6730.000.00+0.00buy
Ashton Thomas Private Wealth, LLC637,707770,224+132,5170.100.11+0.01buy
Moors & Cabot, Inc.607,450736,300+128,8500.160.18+0.02buy
Pingora Partners LLC63,946135,057+71,1110.260.46+0.21buy
XTX Topco Ltd37,02681,722+44,6960.010.01+0.00buy
RAYMOND JAMES FINANCIAL INC306,732346,112+39,3800.000.00+0.00buy
Pekin Hardy Strauss, Inc.15,00053,750+38,7500.010.03+0.02buy
Janney Montgomery Scott LLC034,037+34,0370.000.00+0.00buy
AQR CAPITAL MANAGEMENT LLC032,482+32,4820.000.00+0.00buy
Key Client Fiduciary Advisors, LLC029,660+29,6600.000.06+0.06buy
Mountaineer Partners Management, LLC719,054732,351+13,2972.532.30-0.22buy
ROYAL BANK OF CANADA56,12468,922+12,7980.000.00+0.00buy
BOOTHBAY FUND MANAGEMENT, LLC21,70433,414+11,7100.000.00+0.00buy
Cetera Investment Advisers011,431+11,4310.000.00+0.00buy
V-Square Quantitative Management LLC011,430+11,4300.000.01+0.01buy
Evernest Financial Advisors, LLC011,000+11,0000.000.01+0.01buy
Pathstone Holdings, LLC010,424+10,4240.000.00+0.00buy
Atlas Wealth Partners, LLC35,15040,656+5,5060.220.25+0.03buy
Delta Investment Management, LLC60,30864,565+4,2570.070.06-0.00buy
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC03,000+3,0000.000.00+0.00buy
SIMPLEX TRADING, LLC7,67710,532+2,8550.000.00+0.00buy
Morse Asset Management, Inc1,6604,400+2,7400.000.00+0.00buy
Meixler Investment Management, Ltd.49,60052,100+2,5000.180.18-0.01buy
Advisory Services Network, LLC237,397238,677+1,2800.020.02-0.00buy
CWM, LLC01,042+1,0420.000.00+0.00buy
Lesa Sroufe & Co339,978340,390+4121.661.42-0.23buy
Steward Partners Investment Advisory, LLC1,0371,442+4050.000.00+0.00buy
Motiv8 Investments LLC0375+3750.000.00+0.00buy
Physician Wealth Advisors, Inc.0245+2450.000.00+0.00buy
Private Advisor Group, LLC15,34215,500+1580.000.00-0.00buy
Tower Research Capital LLC (TRC)464611+1470.000.00+0.00buy
MAI Capital Management1,1501,15000.000.00-0.00hold
INGALLS & SNYDER LLC28,65028,65000.010.01+0.00hold
WEDBUSH SECURITIES INC13,50013,50000.000.00-0.00hold
FOUNDATION RESOURCE MANAGEMENT INC14,56514,56500.010.01-0.00hold
Financial Engines Advisors L.L.C.15,53415,53400.000.00-0.00hold
Plante Moran Financial Advisors, LLC19719700.000.00-0.00hold
Welch Group, LLC22,00822,00800.010.00-0.00hold
Roundview Capital LLC30,00030,00000.010.01-0.00hold
Clear Harbor Asset Management, LLC28,82528,82500.010.01-0.00hold
Mraz, Amerine & Associates, Inc.184,236184,23600.170.15-0.02hold
Waverly Advisors, LLC43,31643,31600.000.00-0.00hold
Arax Advisory Partners6600.000.00+0.00hold
PECAUT & CO.30,00030,00000.060.05-0.00hold
Sunbelt Securities, Inc.1,2751,27500.000.00-0.00hold
IFP Advisors, Inc39539500.000.00-0.00hold
Beacon Pointe Advisors, LLC17,00017,00000.000.00-0.00hold
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors15,68215,68200.010.01-0.00hold
Corient Private Wealth LLC10,12910,12900.000.00-0.00hold
Westfuller Advisors, LLC11,43011,43000.030.03-0.01hold
FIRST FINANCIAL BANKSHARES INC37,50037,50000.000.00-0.00hold
SouthState Corp2,0002,00000.000.00-0.00hold
ROTHSCHILD INVESTMENT LLC2,3372,33700.000.00-0.00hold
Wilmington Savings Fund Society, FSB5,0005,00000.000.00-0.00hold
NATIONAL BANK OF CANADA /FI/10,00010,00000.000.00-0.00hold
Creative Planning52,87152,867-40.000.00-0.00sell
Allworth Financial LP288250-380.000.00-0.00sell
Farther Finance Advisors, LLC700-700.000.00-0.00sell
US BANCORP \DE\2060-2060.000.00-0.00sell
RAHLFS CAPITAL, LLC11,50011,000-5000.050.05-0.01sell
Newbridge Financial Services Group, Inc.721106-6150.000.00-0.00sell
FMR LLC3,2172,546-6710.000.00-0.00sell
BECK MACK & OLIVER LLC16,48015,580-9000.000.00-0.00sell
COMERICA BANK3,9423,030-9120.000.00-0.00sell
Cambridge Investment Research Advisors, Inc.12,07111,071-1,0000.000.00-0.00sell
Quarry LP1,1850-1,1850.000.00-0.00sell
Private Wealth Asset Management, LLC1,3000-1,3000.000.00-0.00sell
WELLS FARGO & COMPANY/MN76,27774,662-1,6150.000.00-0.00sell
AMERIFLEX GROUP, INC.7,0005,100-1,9000.020.01-0.00sell
OSAIC HOLDINGS, INC.28,05925,198-2,8610.000.00-0.00sell
Manchester Capital Management LLC3,6100-3,6100.000.00-0.00sell
Kovack Advisors, Inc.15,00010,500-4,5000.010.00-0.01sell
State of Wyoming31,27321,044-10,2290.020.01-0.01sell
LPL Financial LLC417,495407,116-10,3790.000.00-0.00sell
GROUP ONE TRADING LLC22,45610,387-12,0690.000.00-0.00sell
OneDigital Investment Advisors LLC13,9970-13,9970.000.00-0.00sell
TWO SIGMA INVESTMENTS, LP69,02347,648-21,3750.000.00-0.00sell
Quadrature Capital Ltd23,5540-23,5540.000.00-0.00sell
Heritage Trust Co30,2010-30,2010.020.00-0.02sell
Principia Wealth Advisory, LLC578,756531,022-47,7342.491.87-0.63sell
SUSQUEHANNA INTERNATIONAL GROUP, LLP165,87794,101-71,7760.000.00-0.00sell
Financial Sense Advisors, Inc.139,73440,383-99,3510.160.04-0.11sell
MCDANIEL TERRY & CO318,076170,288-147,7880.150.08-0.07sell
Verition Fund Management LLC160,2490-160,2490.010.00-0.01sell
KINGSWOOD WEALTH ADVISORS, LLC491,900191,950-299,9500.180.05-0.13sell
RR Advisors, LLC303,0000-303,0000.430.00-0.43sell
CANNELL CAPITAL LLC1,213,124835,799-377,3251.923.00+1.07sell
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