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Suncor Energy
SU

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
401
Core Alternative Capital
Georgia
$377K +$2.32K +60 +0.6%
CFB
402
Cullen/Frost Bankers
Texas
$377K +$274K +7,092 +254%
VDBMI
403
Van Den Berg Management I
Texas
$373K -$22.4K -579 -6%
DADC
404
D.A. Davidson & Co
Montana
$369K -$41.6K -1,076 -10%
AWM
405
Avior Wealth Management
Nebraska
$366K -$73.3K -1,896 -16%
HBT
406
Hills Bank & Trust
Iowa
$361K -$17K -441 -4%
CT
407
Chicago Trust
Illinois
$355K +$360K +9,306 New
CAM
408
Claret Asset Management
Quebec, Canada
$354K -$138K -3,564 -28%
CS
409
Candriam SCA
Luxembourg
$350K +$116K +3,013 +49%
PWP
410
Perfromance Wealth Partners
Illinois
$348K +$353K +9,139 New
NRD
411
Nebula Research & Development
New York
$344K +$349K +9,037 New
KS
412
Karpas Strategies
Connecticut
$343K – – –
FTDI
413
First Trust Direct Indexing
Massachusetts
$335K +$70.8K +1,833 +26%
HC
414
Hara Capital
Washington
$334K – – –
FBT
415
First Bank & Trust
South Dakota
$330K +$15K +387 +5%
AC
416
Annandale Capital
Texas
$325K – – –
RA
417
Ruggaard & Associates
Ohio
$321K +$23.2K +600 +8%
BCM
418
Brookstone Capital Management
Illinois
$317K +$315K +8,153 New
FA
419
Faithward Advisors
Pennsylvania
$316K -$2.47K -64 -0.8%
WTC
420
WhitTier Trust Company
Nevada
$310K -$35.8K -927 -10%
DMIC
421
Dixon Mitchell Investment Counsel
British Columbia, Canada
$306K +$1.7K +44 +0.6%
RWA
422
Redhawk Wealth Advisors
Minnesota
$303K -$96.6K -2,500 -24%
HT
423
Headlands Technologies
Illinois
$302K +$306K +7,928 New
ABLA
424
Alan B. Lancz & Associates
Ohio
$301K +$305K +7,900 New
KCM
425
Kathmere Capital Management
Pennsylvania
$298K +$61.8K +1,600 +26%
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17
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