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Suncor Energy
SU

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
426
MAI Capital Management
Ohio
$313K -$7.52K -178 -2%
TCBWMS
427
Texas Capital Bank Wealth Management Services
Texas
$311K +$296K +7,009 New
NWAG
428
Net Worth Advisory Group
Utah
$308K +$7.23K +171 +3%
AGC
429
August Group Capital
$308K +$293K +6,938 New
CL
430
Choreo LLC
Illinois
$305K -$14.3K -339 -5%
AI
431
Atria Investments
North Carolina
$302K +$3.76K +89 +1%
EWA
432
EP Wealth Advisors
California
$302K +$288K +6,809 New
GT
433
Greenleaf Trust
Michigan
$301K -$4.35K -103 -1%
VIP
434
Viewpoint Investment Partners
Alberta, Canada
$299K +$207K +4,900 New
FM
435
Family Management
New York
$297K +$65.4K +1,548 +30%
ABLA
436
Alan B. Lancz & Associates
Ohio
$297K – – –
AG
437
Ascent Group
Virginia
$296K -$35.8K -847 -11%
SWP
438
Stratos Wealth Partners
Ohio
$295K +$5.58K +132 +2%
PP
439
PDS Planning
Ohio
$294K +$3.08K +73 +1%
CP
440
Cumberland Partners
Ontario, Canada
$294K +$280K +6,620 New
SWP
441
Sagespring Wealth Partners
Tennessee
$292K +$10.2K +242 +4%
CGL
442
Clarius Group LLC
Washington
$290K – – –
CWA
443
Cura Wealth Advisors
Illinois
$284K -$3.34K -79 -1%
FI
444
Fractal Investments
Connecticut
$284K – – –
ALAM
445
Asahi Life Asset Management
Japan
$280K +$267K +6,306 New
HIP
446
HUB Investment Partners
Texas
$280K -$1.18K -28 -0.4%
FFA
447
Farther Finance Advisors
California
$276K +$50K +1,183 +24%
BFIM
448
Beese Fulmer Investment Management
Ohio
$275K – – –
PFA
449
Pure Financial Advisors
California
$274K +$261K +6,170 New
DCM
450
DGS Capital Management
New Jersey
$273K +$8.16K +193 +3%
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