Filing Research | PERMROCK ROYALTY TRUST Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

2 / 2 loaded

#		Instrument	quantity
1	CWA Asset Management Group, LLC	Shares	14.7KSH	$32.9K
2	HHM Wealth Advisors, LLC	Shares	4.3KSH	$9.6K

Manager changes2026-06-30 vs 2026-03-31

4 / 4 loaded

#		Instrument
1	Sound Income Strategies, LLC exited	Shares	-49	-$158	$0
2	HHM Wealth Advisors, LLC unchanged	Shares	0	-$4.6K	$9.6K
3	CWA Asset Management Group, LLC unchanged	Shares	0	-$15.7K	$32.9K
4	HOWARD FINANCIAL SERVICES, LTD. exited	Shares	-28.7K	-$95.1K	$0

Filing Research | PERMROCK ROYALTY TRUST Institutional Holdings