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Suncor Energy
SU

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
501
Glassman Wealth Services
Virginia
$23.4K -$10.7K -329 -30%
BFEC
502
Benjamin F. Edwards & Company
Missouri
$23K – – –
AAS
503
Ameritas Advisory Services
Nebraska
$22.5K +$23.7K +730 New
PTC
504
Private Trust Company
Ohio
$22.2K +$15.1K +465 +186%
CCA
505
Column Capital Advisors
Indiana
$22.2K – – –
TC
506
Tacita Capital
Ontario, Canada
$22K – – –
CT
507
Cambridge Trust
Massachusetts
$21K – – –
CA
508
Clearstead Advisors
Ohio
$20.7K +$18.4K +567 +567%
MIA
509
Milestone Investment Advisors
Wisconsin
$19.9K +$20.8K +641 New
MHR
510
Matthew Hamilton Rosenberg
$18.4K – – –
IFAM
511
Institutional & Family Asset Management
Colorado
$18.3K – – –
SC
512
SouthState Corp
Florida
$18.1K – – –
CAC
513
Core Alternative Capital
Georgia
$18K -$56.1K -1,725 -75%
BC
514
Belmont Capital
California
$17.4K – – –
SSC
515
Syverson Strege & Co
Iowa
$17.1K +$17.9K +551 New
TFP
516
Tilia Fiduciary Partners
North Carolina
$16.9K – – –
FP
517
Financial Perspectives
Minnesota
$16.3K – – –
HWA
518
HHM Wealth Advisors
Tennessee
$16.2K +$17K +523 New
EBA
519
Eagle Bay Advisors
New York
$16.2K – – –
PP
520
PFS Partners
New Jersey
$15.9K +$195 +6 +1%
SIC
521
SJS Investment Consulting
Ohio
$15.2K – – –
HFM
522
Harvest Fund Management
China
$15K – – –
VNA
523
Valley National Advisers
Pennsylvania
$15K – – –
ATC
524
Adirondack Trust Company
New York
$14.9K – – –
AIP
525
Ahrens Investment Partners
Louisiana
$13.5K +$14.1K +434 New
19 20
21
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