Permian Basin Royalty Trust (PBT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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MAD River Investors

INCREASED

Shares1,056,366 from 1,005,152

Change+51,214 (+5%)

Value$33.3M (+$8.1M)

Filed 2026-10-27

Schwartz Investment Counsel Inc

UNCHANGED

Shares933,719 from 933,719

Change0 (0%)

Value$29.4M (+$6.0M)

Filed 2026-10-26

Foundation Resource Management Inc

DECREASED

Shares595,636 from 626,331

Change-30,695 (-5%)

Value$18.8M (+$3.1M)

Filed 2026-10-19

Commonwealth Equity Services, LLC

INCREASED

Shares544,214 from 424,229

Change+119,985 (+28%)

Value$17.1M (+$6.5M)

Filed 2026-11-02

SteelPeak Wealth, LLC

DECREASED

Shares187,971 from 199,449

Change-11,478 (-6%)

Value$5.9M (+$921.9K)

Filed 2026-10-16

Lido Advisors, LLC

INCREASED

Shares122,059 from 117,842

Change+4,217 (+4%)

Value$3.8M (+$888.8K)

Filed 2026-11-04

Atlas Wealth Partners, LLC

DECREASED

Shares81,527 from 82,241

Change-714 (-1%)

Value$2.6M (+$506.8K)

Filed 2026-11-03

Blue Trust, Inc.

INCREASED

Shares75,982 from 20,420

Change+55,562 (+272%)

Value$2.4M (+$1.9M)

Filed 2026-10-15

Promethium Advisors,llc

DECREASED

Shares66,479 from 68,298

Change-1,819 (-3%)

Value$2.1M (+$382.2K)

Filed 2026-10-19

Avondale Wealth Management

DECREASED

Shares41,580 from 46,330

Change-4,750 (-10%)

Value$1.3M (+$148.8K)

Filed 2026-10-15

PKS Advisory Services, LLC

UNCHANGED

Shares41,137 from 41,137

Change0 (0%)

Value$1.0M ($0)

Filed 2026-10-26

Beese Fulmer Investment Management, Inc.

UNCHANGED

Shares26,317 from 26,317

Change0 (0%)

Value$828.5K (+$169.5K)

Filed 2026-10-23

Fruth Investment Management

UNCHANGED

Shares25,400 from 25,400

Change0 (0%)

Value$799 (+$163)

Filed 2026-10-13

State of Wyoming

INCREASED

Shares24,530 from 3,851

Change+20,679 (+537%)

Value$772.2K (+$675.8K)

Filed 2026-10-28

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares22,653 from 16,645

Change+6,008 (+36%)

Value$789.4K (+$353.4K)

Filed 2026-10-13

Welch Group, LLC

UNCHANGED

Shares19,298 from 19,298

Change0 (0%)

Value$607.5K (+$124.3K)

Filed 2026-10-29

Capital Investment Advisors, LLC

INCREASED

Shares18,369 from 18,368

Change+1 (+0%)

Value$578.2K (+$118.3K)

Filed 2026-10-22

Pekin Hardy Strauss, Inc.

NEW

Shares18,100

Change+18,100

Value$569.8K

Filed 2026-11-02

Kingswood Wealth Advisors, LLC

UNCHANGED

Shares14,774 from 14,774

Change0 (0%)

Value$465.1K (+$95.1K)

Filed 2026-10-23

Clark Asset Management, LLC

INCREASED

Shares10,005 from 10,000

Change+5 (+0%)

Value$315.0K (+$64.6K)

Filed 2026-10-19

Fourpath Capital Management, LLC

UNCHANGED

Shares9,271 from 9,271

Change0 (0%)

Value$291.9K (+$59.7K)

Filed 2026-10-19

Post Resch Tallon Group Inc.

INCREASED

Shares9,261 from 8,402

Change+859 (+10%)

Value$291.5K (+$81.2K)

Filed 2026-10-09

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares2,867 from 2,820

Change+47 (+2%)

Value$90.3K (+$19.6K)

Filed 2026-10-27

CX Institutional

INCREASED

Shares2,773 from 2,109

Change+664 (+31%)

Value$87 (+$34)

Filed 2026-10-02

Access Investment Management LLC

UNCHANGED

Shares1,800 from 1,800

Change0 (0%)

Value$56.7K (+$11.6K)

Filed 2026-10-23

Signature Resources Capital Management, LLC

UNCHANGED

Shares1,800 from 1,800

Change0 (0%)

Value$56.7K (+$11.6K)

Filed 2026-10-16

Beacon Investment Advisory Services, Inc.

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$31.5K (+$6.4K)

Filed 2026-10-13

United Financial Planning Group LLC

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$31.5K (+$6.4K)

Filed 2026-11-04

SJS Investment Consulting Inc.

INCREASED

Shares202 from 201

Change+1 (+1%)

Value$6.3K (+$1.3K)

Filed 2026-10-26

CoreCap Advisors, LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$6.3K (+$1.3K)

Filed 2026-10-08

PFS Partners, LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$6.3K (+$1.3K)

Filed 2026-10-21

Jnba Financial Advisors

DECREASED

Shares184 from 579

Change-395 (-68%)

Value$5.8K (-$8.7K)

Filed 2026-11-03

Assetmark, Inc

DECREASED

Shares180 from 189

Change-9 (-5%)

Value$5.7K (+$933)

Filed 2026-10-21

Buck Wealth Strategies, LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$3.1K (+$644)

Filed 2026-10-28

Signaturefd, LLC

DECREASED

Shares88 from 1,416

Change-1,328 (-94%)

Value$2.8K (-$32.7K)

Filed 2026-10-23

Parallel Advisors, LLC

NEW

Shares63

Change+63

Value$2.0K

Filed 2026-11-03

TD Waterhouse Canada Inc.

UNCHANGED

Shares45 from 45

Change0 (0%)

Value$1.4K (+$287)

Filed 2026-10-16

Wolff Wiese Magana LLC

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$565 (+$116)

Filed 2026-10-15

Farther Finance Advisors, LLC

NEW

Shares15

Change+15

Value$472

Filed 2026-10-08

Ironwood Financial, llc

CLOSED

Shares0 from 12,300

Change-12,300 (-100%)

Value$0 (-$345.1K)

Filed 2026-10-20

Simplex Trading, LLC

CLOSED

Shares0 from 2,664

Change-2,664 (-100%)

Value$0 (-$66.7K)

Filed 2026-11-04

International Assets Investment Management, LLC

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$5.0K)

Filed 2026-11-02

Horizon Kinetics Asset Management LLC

N/A

Shares— from 6,729,289

Change-6,729,289 (-100%)

Value—

SoftVest Advisors, LLC

N/A

Shares— from 6,217,107

Change-6,217,107 (-100%)

Value—

Moors & Cabot, Inc.

N/A

Shares— from 570,161

Change-570,161 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 276,005

Change-276,005 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 249,595

Change-249,595 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 219,718

Change-219,718 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 213,303

Change-213,303 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 211,000

Change-211,000 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 206,151

Change-206,151 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 197,716

Change-197,716 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 109,412

Change-109,412 (-100%)

Value—

BWM Planning, LLC

N/A

Shares— from 104,397

Change-104,397 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 95,270

Change-95,270 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 74,235

Change-74,235 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 70,760

Change-70,760 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 64,182

Change-64,182 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 62,940

Change-62,940 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 56,866

Change-56,866 (-100%)

Value—

UBS Group AG

N/A

Shares— from 55,058

Change-55,058 (-100%)

Value—

MOR Wealth Management, LLC

N/A

Shares— from 52,534

Change-52,534 (-100%)

Value—

Family Manage LLC

N/A

Shares— from 42,808

Change-42,808 (-100%)

Value—

Fielder Capital Group LLC

N/A

Shares— from 41,726

Change-41,726 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 40,394

Change-40,394 (-100%)

Value—

EagleClaw Capital Managment, LLC

N/A

Shares— from 36,600

Change-36,600 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 34,563

Change-34,563 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 33,346

Change-33,346 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 32,151

Change-32,151 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 26,892

Change-26,892 (-100%)

Value—

Financial Sense Advisors, Inc.

N/A

Shares— from 25,051

Change-25,051 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 21,844

Change-21,844 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 21,325

Change-21,325 (-100%)

Value—

Resurgent Financial Advisors LLC

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 19,612

Change-19,612 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 18,541

Change-18,541 (-100%)

Value—

Bradley Foster & Sargent Inc

N/A

Shares— from 16,521

Change-16,521 (-100%)

Value—

Ingalls & Snyder LLC

N/A

Shares— from 13,173

Change-13,173 (-100%)

Value—

Caption Management, LLC

N/A

Shares— from 12,663

Change-12,663 (-100%)

Value—

First Financial Bankshares Inc

N/A

Shares— from 12,000

Change-12,000 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 11,937

Change-11,937 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 10,144

Change-10,144 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 9,950

Change-9,950 (-100%)

Value—

Ethos Financial Group, LLC

N/A

Shares— from 8,500

Change-8,500 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 8,441

Change-8,441 (-100%)

Value—

Argent Trust Co

N/A

Shares— from 8,000

Change-8,000 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 7,598

Change-7,598 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 5,912

Change-5,912 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 3,493

Change-3,493 (-100%)

Value—

Lummis Asset Management, LP

N/A

Shares— from 1,850

Change-1,850 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,500

Change-1,500 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 1,262

Change-1,262 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,212

Change-1,212 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

BOK Financial Private Wealth, Inc.

N/A

Shares— from 490

Change-490 (-100%)

Value—

Webster Bank, N. A.

N/A

Shares— from 417

Change-417 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 387

Change-387 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 384

Change-384 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 324

Change-324 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 300

Change-300 (-100%)

Value—

Fortis Group Advisors, LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 147

Change-147 (-100%)

Value—

	Status
MAD River Investors	INCREASED	1,056,366	1,005,152	+51,214	+5%	$25.2M	$33.3M	+$8.1M	2026-10-27
Schwartz Investment Counsel Inc	UNCHANGED	933,719	933,719	0	0%	$23.4M	$29.4M	+$6.0M	2026-10-26
Foundation Resource Management Inc	DECREASED	595,636	626,331	-30,695	-5%	$15.7M	$18.8M	+$3.1M	2026-10-19
Commonwealth Equity Services, LLC	INCREASED	544,214	424,229	+119,985	+28%	$10.6M	$17.1M	+$6.5M	2026-11-02
SteelPeak Wealth, LLC	DECREASED	187,971	199,449	-11,478	-6%	$5.0M	$5.9M	+$921.9K	2026-10-16
Lido Advisors, LLC	INCREASED	122,059	117,842	+4,217	+4%	$3.0M	$3.8M	+$888.8K	2026-11-04
Atlas Wealth Partners, LLC	DECREASED	81,527	82,241	-714	-1%	$2.1M	$2.6M	+$506.8K	2026-11-03
Blue Trust, Inc.	INCREASED	75,982	20,420	+55,562	+272%	$511.3K	$2.4M	+$1.9M	2026-10-15
Promethium Advisors,llc	DECREASED	66,479	68,298	-1,819	-3%	$1.7M	$2.1M	+$382.2K	2026-10-19
Avondale Wealth Management	DECREASED	41,580	46,330	-4,750	-10%	$1.2M	$1.3M	+$148.8K	2026-10-15
PKS Advisory Services, LLC	UNCHANGED	41,137	41,137	0	0%	$1.0M	$1.0M	$0	2026-10-26
Beese Fulmer Investment Management, Inc.	UNCHANGED	26,317	26,317	0	0%	$659.0K	$828.5K	+$169.5K	2026-10-23
Fruth Investment Management	UNCHANGED	25,400	25,400	0	0%	$636	$799	+$163	2026-10-13
State of Wyoming	INCREASED	24,530	3,851	+20,679	+537%	$96.4K	$772.2K	+$675.8K	2026-10-28
Wealth Enhancement Advisory Services, LLC	INCREASED	22,653	16,645	+6,008	+36%	$436.1K	$789.4K	+$353.4K	2026-10-13
Welch Group, LLC	UNCHANGED	19,298	19,298	0	0%	$483.2K	$607.5K	+$124.3K	2026-10-29
Capital Investment Advisors, LLC	INCREASED	18,369	18,368	+1	+0%	$459.9K	$578.2K	+$118.3K	2026-10-22
Pekin Hardy Strauss, Inc.	NEW	18,100	—	+18,100	—	—	$569.8K	—	2026-11-02
Kingswood Wealth Advisors, LLC	UNCHANGED	14,774	14,774	0	0%	$369.9K	$465.1K	+$95.1K	2026-10-23
Clark Asset Management, LLC	INCREASED	10,005	10,000	+5	+0%	$250.4K	$315.0K	+$64.6K	2026-10-19
Fourpath Capital Management, LLC	UNCHANGED	9,271	9,271	0	0%	$232.1K	$291.9K	+$59.7K	2026-10-19
Post Resch Tallon Group Inc.	INCREASED	9,261	8,402	+859	+10%	$210.4K	$291.5K	+$81.2K	2026-10-09
Pinnacle Wealth Planning Services, Inc.	INCREASED	2,867	2,820	+47	+2%	$70.6K	$90.3K	+$19.6K	2026-10-27
CX Institutional	INCREASED	2,773	2,109	+664	+31%	$53	$87	+$34	2026-10-02
Access Investment Management LLC	UNCHANGED	1,800	1,800	0	0%	$45.1K	$56.7K	+$11.6K	2026-10-23
Signature Resources Capital Management, LLC	UNCHANGED	1,800	1,800	0	0%	$45.1K	$56.7K	+$11.6K	2026-10-16
Beacon Investment Advisory Services, Inc.	UNCHANGED	1,000	1,000	0	0%	$25.0K	$31.5K	+$6.4K	2026-10-13
United Financial Planning Group LLC	UNCHANGED	1,000	1,000	0	0%	$25.0K	$31.5K	+$6.4K	2026-11-04
SJS Investment Consulting Inc.	INCREASED	202	201	+1	+1%	$5.0K	$6.3K	+$1.3K	2026-10-26
CoreCap Advisors, LLC	UNCHANGED	200	200	0	0%	$5.0K	$6.3K	+$1.3K	2026-10-08
PFS Partners, LLC	UNCHANGED	200	200	0	0%	$5.0K	$6.3K	+$1.3K	2026-10-21
Jnba Financial Advisors	DECREASED	184	579	-395	-68%	$14.5K	$5.8K	-$8.7K	2026-11-03
Assetmark, Inc	DECREASED	180	189	-9	-5%	$4.7K	$5.7K	+$933	2026-10-21
Buck Wealth Strategies, LLC	UNCHANGED	100	100	0	0%	$2.5K	$3.1K	+$644	2026-10-28
Signaturefd, LLC	DECREASED	88	1,416	-1,328	-94%	$35.5K	$2.8K	-$32.7K	2026-10-23
Parallel Advisors, LLC	NEW	63	—	+63	—	—	$2.0K	—	2026-11-03
TD Waterhouse Canada Inc.	UNCHANGED	45	45	0	0%	$1.1K	$1.4K	+$287	2026-10-16
Wolff Wiese Magana LLC	UNCHANGED	18	18	0	0%	$449	$565	+$116	2026-10-15
Farther Finance Advisors, LLC	NEW	15	—	+15	—	—	$472	—	2026-10-08
Ironwood Financial, llc	CLOSED	0	12,300	-12,300	-100%	$345.1K	$0	-$345.1K	2026-10-20
Simplex Trading, LLC	CLOSED	0	2,664	-2,664	-100%	$66.7K	$0	-$66.7K	2026-11-04
International Assets Investment Management, LLC	CLOSED	0	200	-200	-100%	$5.0K	$0	-$5.0K	2026-11-02
Horizon Kinetics Asset Management LLC	N/A	—	6,729,289	-6,729,289	-100%	$168.5M	—	—	—
SoftVest Advisors, LLC	N/A	—	6,217,107	-6,217,107	-100%	$155.7M	—	—	—
Moors & Cabot, Inc.	N/A	—	570,161	-570,161	-100%	$14.3M	—	—	—
HRT Financial LP	N/A	—	276,005	-276,005	-100%	$6.9M	—	—	—
Advisory Services Network, LLC	N/A	—	249,595	-249,595	-100%	$6.2M	—	—	—
Wells Fargo & Company	N/A	—	219,718	-219,718	-100%	$5.5M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	213,303	-213,303	-100%	$5.3M	—	—	—
SEI Investments Co	N/A	—	211,000	-211,000	-100%	$5.3M	—	—	—
Morgan Stanley	N/A	—	206,151	-206,151	-100%	$5.2M	—	—	—
LPL Financial LLC	N/A	—	197,716	-197,716	-100%	$5.0M	—	—	—
JPMorgan Chase & Co	N/A	—	109,412	-109,412	-100%	$2.7M	—	—	—
BWM Planning, LLC	N/A	—	104,397	-104,397	-100%	$2.6M	—	—	—
Raymond James Financial Inc	N/A	—	95,270	-95,270	-100%	$2.4M	—	—	—
Jane Street Group, LLC	N/A	—	74,235	-74,235	-100%	$1.9M	—	—	—
HighTower Advisors, LLC	N/A	—	70,760	-70,760	-100%	$1.8M	—	—	—
Bank of America Corp	N/A	—	64,182	-64,182	-100%	$1.6M	—	—	—
Pathstone Holdings, LLC	N/A	—	62,940	-62,940	-100%	$1.6M	—	—	—
Essex Financial Services, Inc.	N/A	—	56,866	-56,866	-100%	$1.4M	—	—	—
UBS Group AG	N/A	—	55,058	-55,058	-100%	$1.4M	—	—	—
MOR Wealth Management, LLC	N/A	—	52,534	-52,534	-100%	$1.3M	—	—	—
Family Manage LLC	N/A	—	42,808	-42,808	-100%	$1.1M	—	—	—
Fielder Capital Group LLC	N/A	—	41,726	-41,726	-100%	$1.0M	—	—	—
Walleye Capital LLC	N/A	—	40,394	-40,394	-100%	$1.0M	—	—	—
EagleClaw Capital Managment, LLC	N/A	—	36,600	-36,600	-100%	$916.5K	—	—	—
Capital Analysts, LLC	N/A	—	34,563	-34,563	-100%	$865.0K	—	—	—
XTX Topco Ltd	N/A	—	33,346	-33,346	-100%	$835.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	32,151	-32,151	-100%	$805.1K	—	—	—
Captrust Financial Advisors	N/A	—	26,892	-26,892	-100%	$673.4K	—	—	—
Financial Sense Advisors, Inc.	N/A	—	25,051	-25,051	-100%	$627.3K	—	—	—
Group One Trading LLC	N/A	—	21,844	-21,844	-100%	$547.0K	—	—	—
Royal Bank of Canada	N/A	—	21,325	-21,325	-100%	$534.0K	—	—	—
Resurgent Financial Advisors LLC	N/A	—	20,000	-20,000	-100%	$500.8K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	19,612	-19,612	-100%	$491.1K	—	—	—
Ameriprise Financial Inc	N/A	—	18,541	-18,541	-100%	$464.3K	—	—	—
Bradley Foster & Sargent Inc	N/A	—	16,521	-16,521	-100%	$413.7K	—	—	—
Ingalls & Snyder LLC	N/A	—	13,173	-13,173	-100%	$330.0K	—	—	—
Caption Management, LLC	N/A	—	12,663	-12,663	-100%	$317.1K	—	—	—
First Financial Bankshares Inc	N/A	—	12,000	-12,000	-100%	$300.5K	—	—	—
Quadrature Capital Ltd	N/A	—	11,937	-11,937	-100%	$298.9K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	10,144	-10,144	-100%	$254.0K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	9,950	-9,950	-100%	$249.1K	—	—	—
Ethos Financial Group, LLC	N/A	—	8,500	-8,500	-100%	$247.7K	—	—	—
Tidal Investments LLC	N/A	—	8,441	-8,441	-100%	$211.4K	—	—	—
Argent Trust Co	N/A	—	8,000	-8,000	-100%	$200.3K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	7,598	-7,598	-100%	$190.2K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	5,912	-5,912	-100%	$148.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	3,493	-3,493	-100%	$87.5K	—	—	—
Lummis Asset Management, LP	N/A	—	1,850	-1,850	-100%	$46.3K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,500	-1,500	-100%	$37.6K	—	—	—
BNP Paribas Financial Markets	N/A	—	1,262	-1,262	-100%	$31.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,212	-1,212	-100%	$30.3K	—	—	—
Smartleaf Asset Management LLC	N/A	—	1,000	-1,000	-100%	$25.0K	—	—	—
BOK Financial Private Wealth, Inc.	N/A	—	490	-490	-100%	$12.3K	—	—	—
Webster Bank, N. A.	N/A	—	417	-417	-100%	$10.4K	—	—	—
Harbour Investments, Inc.	N/A	—	387	-387	-100%	$9.7K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	384	-384	-100%	$9.6K	—	—	—
WealthCollab, LLC	N/A	—	324	-324	-100%	$8.1K	—	—	—
Allworth Financial LP	N/A	—	300	-300	-100%	$7.5K	—	—	—
Fortis Group Advisors, LLC	N/A	—	200	-200	-100%	$5.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	147	-147	-100%	$3.7K	—	—	—

Showing 102 of 102 institutions