SUNOCO LP/SUNOCO FIN CORP
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Recurrent Investment Advisors LLC | 678,623 | 1,027,877 | +349,254 | 2.63 | 4.02 | +1.39 | buy |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 725,366 | 972,935 | +247,569 | 4.19 | 5.93 | +1.75 | buy |
| MILLER HOWARD INVESTMENTS INC /NY | 689,269 | 816,233 | +126,964 | 1.09 | 1.45 | +0.36 | buy |
| Linscomb Wealth, Inc. | 14,740 | 35,058 | +20,318 | 0.03 | 0.10 | +0.07 | buy |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 800,665 | 815,498 | +14,833 | 0.53 | 0.55 | +0.02 | buy |
| Gilman Hill Asset Management, LLC | 38,674 | 48,559 | +9,885 | 0.32 | 0.48 | +0.16 | buy |
| Patriot Financial Group Insurance Agency, LLC | 5,684 | 11,458 | +5,774 | 0.04 | 0.04 | +0.01 | buy |
| IFG Advisory, LLC | 5,595 | 8,160 | +2,565 | 0.01 | 1.52 | +1.51 | buy |
| Texas Yale Capital Corp. | 130,696 | 133,146 | +2,450 | 0.21 | 0.25 | +0.04 | buy |
| Sovereign Investment Advisors, LLC | 41,400 | 43,522 | +2,122 | 0.54 | 0.60 | +0.06 | buy |
| Curi Capital, LLC | 5,828 | 6,986 | +1,158 | 0.01 | 0.01 | +0.00 | buy |
| Midwest Trust Co | 7,595 | 8,482 | +887 | 0.00 | 0.01 | +0.00 | buy |
| DIVIDEND ASSETS CAPITAL, LLC | 20,763 | 21,412 | +649 | 0.21 | 0.28 | +0.07 | buy |
| Oxbow Advisors, LLC | 10,595 | 11,075 | +480 | 0.05 | 0.06 | +0.01 | buy |
| Jaffetilchin Investment Partners, LLC | 5,233 | 5,617 | +384 | 0.02 | 0.02 | +0.01 | buy |
| Avidian Wealth Enterprises, LLC | 6,570 | 6,916 | +346 | 0.01 | 0.01 | +0.00 | buy |
| B. Riley Wealth Advisors, Inc. | 9,419 | 9,719 | +300 | 0.02 | 0.04 | +0.02 | buy |
| Lee Financial Co | 4,324 | 4,530 | +206 | 0.03 | 0.04 | +0.01 | buy |
| SFMG, LLC | 8,200 | 8,300 | +100 | 0.03 | 0.04 | +0.01 | buy |
| Tradition Wealth Management, LLC | 9,963 | 10,019 | +56 | 0.04 | 0.05 | +0.01 | buy |
| WOLFF WIESE MAGANA LLC | 176 | 224 | +48 | 0.01 | 0.01 | +0.00 | buy |
| Quad-Cities Investment Group, LLC | 14,159 | 14,195 | +36 | 0.31 | 0.37 | +0.06 | buy |
| WealthPLAN Partners, LLC | 6,873 | 6,878 | +5 | 0.05 | 0.09 | +0.03 | buy |
| Quadrant Private Wealth Management, LLC | 4,253 | 4,256 | +3 | 0.04 | 0.04 | +0.01 | buy |
| Kercheville Advisors, LLC | 154,083 | 154,085 | +2 | 2.30 | 3.20 | +0.90 | buy |
| Financial Network Wealth Advisors LLC | 98 | 100 | +2 | 0.01 | 0.01 | +0.00 | buy |
| WEALTH ALLIANCE, LLC | 5,536 | 5,497 | -39 | 0.03 | 0.04 | +0.01 | sell |
| Moors & Cabot, Inc. | 11,624 | 11,568 | -56 | 0.03 | 0.03 | +0.01 | sell |
| CWA Asset Management Group, LLC | 4,983 | 4,918 | -65 | 0.01 | 0.01 | +0.00 | sell |
| PSI Advisors, LLC | 8,892 | 8,801 | -91 | 0.12 | 0.14 | +0.02 | sell |
| Carnegie Investment Counsel | 5,394 | 5,264 | -130 | 0.01 | 0.01 | +0.00 | sell |
| UHLMANN PRICE SECURITIES, LLC | 8,020 | 7,865 | -155 | 0.25 | 0.03 | -0.21 | sell |
| Caitlin John, LLC | 2,405 | 2,209 | -196 | 0.08 | 0.09 | +0.00 | sell |
| AMERICAN NATIONAL BANK & TRUST | 3,164 | 2,964 | -200 | 0.02 | 0.02 | +0.00 | sell |
| MCDONALD PARTNERS LLC | 15,300 | 15,100 | -200 | 0.25 | 0.23 | -0.02 | sell |
| WHITENER CAPITAL MANAGEMENT, INC. | 4,538 | 4,307 | -231 | 0.05 | 0.06 | +0.01 | sell |
| Empirical Asset Management, LLC | 28,405 | 28,020 | -385 | 0.42 | 0.48 | +0.06 | sell |
| Genesee Capital Advisors, LLC | 5,475 | 4,958 | -517 | 0.12 | 0.13 | +0.02 | sell |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 574 | 22 | -552 | 0.01 | 0.00 | -0.01 | sell |
| ELCO Management Co., LLC | 27,780 | 27,094 | -686 | 0.92 | 0.84 | -0.07 | sell |
| J.W. COLE ADVISORS, INC. | 61,326 | 60,483 | -843 | 0.08 | 0.13 | +0.06 | sell |
| CASCADE INVESTMENT GROUP, INC. | 22,780 | 21,880 | -900 | 0.80 | 0.94 | +0.14 | sell |
| Baker Avenue Asset Management, LP | 9,191 | 8,211 | -980 | 0.01 | 0.01 | +0.00 | sell |
| KING LUTHER CAPITAL MANAGEMENT CORP | 6,143 | 4,693 | -1,450 | 0.00 | 0.00 | +0.00 | sell |
| Focus Financial Network, Inc. | 18,790 | 16,875 | -1,915 | 0.03 | 0.04 | +0.01 | sell |
| XML Financial, LLC | 5,728 | 3,300 | -2,428 | 0.02 | 0.02 | -0.01 | sell |
| JOURNEY STRATEGIC WEALTH LLC | 9,758 | 6,262 | -3,496 | 0.01 | 0.01 | -0.00 | sell |
| Strategic Advocates LLC | 4,176 | 56 | -4,120 | 0.06 | 0.02 | -0.04 | sell |
| HENNESSY ADVISORS INC | 145,100 | 140,200 | -4,900 | 0.27 | 0.33 | +0.06 | sell |
| Adams Asset Advisors, LLC | 571,547 | 565,822 | -5,725 | 3.94 | 4.12 | +0.18 | sell |
| Susquehanna Portfolio Strategies, LLC | 100,364 | 88,626 | -11,738 | 0.08 | 0.09 | +0.00 | sell |
| Pinnacle Holdings, LLC | 41,051 | 23,298 | -17,753 | 0.73 | 0.49 | -0.24 | sell |
| CHICKASAW CAPITAL MANAGEMENT LLC | 227,298 | 203,093 | -24,205 | 0.49 | 0.47 | -0.02 | sell |
| Energy Income Partners, LLC | 1,955,895 | 1,901,251 | -54,644 | 1.86 | 1.99 | +0.13 | sell |