Vault-13

SUNOCO LP/SUNOCO FIN CORP SUN

COM UT REP LP · MLP · CUSIP 86765K109

280 institutional holders -11 vs Q1 2025
63,552,98463.6m shares reported held*
$3.4bnreported value*
23 new 100 added 64 reduced 34 sold out net bought ≈ $118.4m (+2.2m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $53.59. Options: 9 managers hold calls ($28.5m notional), 11 hold puts ($48.5m).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 167Q4 22: 179Q1 23: 182Q2 23: 189Q3 23: 187Q4 23: 210Q1 24: 210Q2 24: 274Q3 24: 275Q4 24: 269Q1 25: 291Q2 25: 280280Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022167
Q4 2022179
Q1 2023182
Q2 2023189
Q3 2023187
Q4 2023210
Q1 2024210
Q2 2024274
Q3 2024275
Q4 2024269
Q1 2025291
Q2 2025280

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 23: 86 bought or addedQ3 23: 63 cut or sold outQ4 23: 89 bought or addedQ4 23: 77 cut or sold outQ4 23Q1 24: 96 bought or addedQ1 24: 82 cut or sold outQ2 24: 191 bought or addedQ2 24: 52 cut or sold outQ2 24Q3 24: 112 bought or addedQ3 24: 96 cut or sold outQ4 24: 101 bought or addedQ4 24: 106 cut or sold outQ4 24Q1 25: 130 bought or addedQ1 25: 94 cut or sold outQ2 25: 123 bought or addedQ2 25: 98 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20238663
Q4 20238977
Q1 20249682
Q2 202419152
Q3 202411296
Q4 2024101106
Q1 202513094
Q2 202512398

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$20m$40m$60mQ3 24 calls: $17.3mQ3 24 puts: $44.0mQ3 24P/C 2.55Q4 24 calls: $11.1mQ4 24 puts: $37.1mQ4 24P/C 3.34Q1 25 calls: $31.4mQ1 25 puts: $28.0mQ1 25P/C 0.89Q2 25 calls: $28.5mQ2 25 puts: $48.5mQ2 25P/C 1.70
Numbers
QuarterCallsPutsP/C
Q3 2024$17.3m$44.0m2.55
Q4 2024$11.1m$37.1m3.34
Q1 2025$31.4m$28.0m0.89
Q2 2025$28.5m$48.5m1.70

Biggest buyers

COOPERMAN LEON G Added +1,185,000+1.2m
INFRASTRUCTURE CAPITAL ADVISORS, LLC Added +686,211+686.2k
BARCLAYS PLC Added +442,987+443.0k
ALPS ADVISORS INC Added +357,204+357.2k
CITIGROUP INC Added +202,305+202.3k
TORTOISE CAPITAL ADVISORS, L.L.C. Added +191,122+191.1k
HENNESSY ADVISORS INC New +166,800+166.8k
ROYAL BANK OF CANADA Added +158,794+158.8k
UBS Group AG Added +126,117+126.1k
DUFF & PHELPS INVESTMENT MANAGEMENT CO Added +93,394+93.4k

Biggest sellers

JPMORGAN CHASE & CO Reduced -921,267-921.3k
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Reduced -173,103-173.1k
Allianz Asset Management GmbH Reduced -158,200-158.2k
ING GROEP NV Reduced -92,900-92.9k
Invesco Ltd. Reduced -85,236-85.2k
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC Reduced -64,286-64.3k
STIFEL FINANCIAL CORP Reduced -62,825-62.8k
ICON ADVISERS INC/CO Sold out -56,000-56.0k
MORGAN STANLEY Reduced -53,217-53.2k
FIRST TRUST ADVISORS LP Reduced -34,136-34.1k

Biggest calls

CITADEL ADVISORS LLC Reduced $9.3m174.1k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $5.6m104.5k shares
GROUP ONE TRADING LLC Added $4.4m82.1k shares
JANE STREET GROUP, LLC Added $4.3m81.0k shares
BANK OF AMERICA CORP /DE/ New $2.3m43.4k shares
WOLVERINE TRADING, LLC Added $1.2m22.8k shares
IMC-Chicago, LLC Added $1.1m19.7k shares
SIMPLEX TRADING, LLC Reduced $219.0k4.1k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

Grantham, Mayo, Van Otterloo & Co. LLC New $21.2m395.1k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $15.6m291.2k shares
IMC-Chicago, LLC Added $3.5m64.8k shares
CITADEL ADVISORS LLC Reduced $2.4m44.1k shares
JANE STREET GROUP, LLC Reduced $1.9m35.1k shares
Caption Management, LLC Unchanged $1.5m28.0k shares
WOLVERINE TRADING, LLC Added $1.3m24.7k shares
CSS LLC/IL New $669.9k12.5k shares
SIMPLEX TRADING, LLC Reduced $284.0k5.3k shares
GROUP ONE TRADING LLC Reduced $187.6k3.5k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
ALPS ADVISORS INC 13G · institution -0.5 pts · filed 2026-10-07 11.4% -0.5 pts 23.3m≈ $1.6bn 2026-10-07
Invesco Ltd. 13G · institution +1.8 pts · filed 2026-05-06 6.5% +1.8 pts 8.9m≈ $597.9m 2026-05-06

Insider purchases and sales in Q2 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
505Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 1 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 5 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 0 buyingQ4 24: 0 sellingQ4 24Q1 25: 0 buyingQ1 25: 0 sellingQ2 25: 0 buyingQ2 25: 0 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20230—0——
Q4 20230—1$416.7k—
Q1 20240—0——
Q2 20245$630.1k0——
Q3 20240—0——
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ALPS ADVISORS INC 7.26% of their portfolio Denver, CO 23,489,82923.5m $1.3bn $1.3bn 7.26% Added +357.2k +357,204
2 Invesco Ltd. 0.08% of their portfolio ATLANTA, GA 9,080,4819.1m $486.6m $486.6m 0.08% Reduced -85.2k -85,236
3 GOLDMAN SACHS GROUP INC 0.06% of their portfolio NEW YORK, NY 6,504,6946.5m $348.6m $348.6m 0.06% Reduced -18.7k -18,660
4 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.29% of their portfolio CAUSEWAY BAY, K3 2,805,1062.8m $150.3m $150.3m 0.29% Reduced -173.1k -173,103
5 Energy Income Partners, LLC 1.98% of their portfolio Westport, CT 1,883,9921.9m $101.0m $101.0m 1.98% Added +73.7k +73,696
6 Blackstone Inc. 0.43% of their portfolio NEW YORK, NY 1,796,2811.8m $96.3m $96.3m 0.43% Added +41.7k +41,698
7 COOPERMAN LEON G 2.77% of their portfolio BOCA RATON, FL 1,470,0001.5m $78.8m $78.8m 2.77% Added +1.2m +1,185,000
8 TORTOISE CAPITAL ADVISORS, L.L.C. 0.98% of their portfolio OVERLAND PARK, KS 1,404,7381.4m $75.3m $75.3m 0.98% Added +191.1k +191,122
9 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,151,1531.2m $61.7m $61.7m 0.01% Added +126.1k +126,117
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,110,4761.1m $59.5m $59.5m 0.00% Reduced -53.2k -53,217
11 INFRASTRUCTURE CAPITAL ADVISORS, LLC 6.35% of their portfolio New York, NY 982,653982.7k $52.7m $52.7m 6.35% Added +686.2k +686,211
12 Recurrent Investment Advisors LLC 4.05% of their portfolio HOUSTON, TX 933,586933.6k $50.0m $50.0m 4.05% Added +724 +724
13 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 771,976772.0k $41.4m $41.4m 0.00% Reduced -921.3k -921,267
14 MILLER HOWARD INVESTMENTS INC /NY 1.17% of their portfolio KINGSTON, NY 691,096691.1k $37.0m $37.0m 1.17% Added +3.9k +3,852
15 NEUBERGER BERMAN GROUP LLC 0.03% of their portfolio NEW YORK, NY 670,269670.3k $35.9m $35.9m 0.03% Added +25.8k +25,757
16 Clearbridge Investments, LLC 0.03% of their portfolio NEW YORK, NY 662,929662.9k $35.5m $35.5m 0.03% Reduced -22.5k -22,500
17 Fractal Investments LLC 4.71% of their portfolio Glastonbury, CT 616,542616.5k $33.0m $33.0m 4.71% Added +63.8k +63,774
18 BOWEN HANES & CO INC 0.81% of their portfolio PONTE VEDRA BEACH, FL 600,000600.0k $32.2m $32.2m 0.81% Unchanged
19 Adams Asset Advisors, LLC 4.31% of their portfolio DALLAS, TX 571,547571.5k $30.6m $30.6m 4.31% Added +2.3k +2,274
20 BARCLAYS PLC 0.01% of their portfolio LONDON, X0 444,238444.2k $23.8m $23.8m 0.01% Added +443.0k +442,987
21 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 365,953366.0k $19.6m $19.6m 0.01% Added +19.0k +18,990
22 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 317,922317.9k $17.0m $17.0m 0.00% Added +158.8k +158,794
23 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 247,417247.4k $13.3m $13.3m 0.01% Added +202.3k +202,305
24 HUB Investment Partners, LLC 0.39% of their portfolio AUSTIN, TX 206,606206.6k $11.1m $11.1m 0.39% Reduced -236 -236
25 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 190,659190.7k $10.2m $10.2m 0.00% Added +5.7k +5,734
26 ING GROEP NV 0.06% of their portfolio AMSTERDAM, P7 183,100183.1k $9.8m $9.8m 0.06% Reduced -92.9k -92,900
27 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 166,822166.8k $8.9m $8.9m 0.00% Added +7.8k +7,849
28 HENNESSY ADVISORS INC 0.30% of their portfolio NOVATO, CA 166,800166.8k $8.9m $8.9m 0.30% New
29 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 161,332161.3k $8.6m $8.6m 0.00% Reduced -28.3k -28,330
30 Kercheville Advisors, LLC 2.85% of their portfolio San Antonio, TX 154,080154.1k $8.3m $8.3m 2.85% Added +2 +2
31 Allianz Asset Management GmbH 0.01% of their portfolio MUNICH, 2M 146,300146.3k $7.8m $7.8m 0.01% Reduced -158.2k -158,200
32 CHICKASAW CAPITAL MANAGEMENT LLC 0.31% of their portfolio MEMPHIS, TN 144,429144.4k $7.7m $7.7m 0.31% Added +6.4k +6,429
33 Sanctuary Advisors, LLC 0.04% of their portfolio INDIANAPOLIS, IN 128,786128.8k $6.9m $6.9m 0.04% Added +19.7k +19,738
34 CIBC Private Wealth Group LLC 0.01% of their portfolio ATLANTA, GA 126,245126.2k $6.8m $6.8m 0.01% Added +1.1k +1,056
35 EXCHANGE TRADED CONCEPTS, LLC 0.08% of their portfolio Oklahoma City, OK 114,820114.8k $6.2m $6.2m 0.08% Reduced -3.6k -3,613
36 DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.07% of their portfolio CHICAGO, IL 113,263113.3k $6.1m $6.1m 0.07% Added +93.4k +93,394
37 Summit Financial, LLC 0.11% of their portfolio PARSIPPANY, NJ 93,18193.2k $5.0m $5.0m 0.11% Added +1 +1
38 Texas Yale Capital Corp. 0.16% of their portfolio ST. PETERSBURG, FL 90,66690.7k $4.9m $4.9m 0.16% Added +9.2k +9,190
39 Waverly Advisors, LLC 0.05% of their portfolio BIRMINGHAM, AL 77,70177.7k $4.2m $4.2m 0.05% Added +3.1k +3,123
40 NBW CAPITAL LLC 0.88% of their portfolio BOSTON, MA 76,00976.0k $4.1m $4.1m 0.88% Added +1.4k +1,431
41 HRT FINANCIAL LP 0.02% of their portfolio NEW YORK, NY 75,13375.1k $4.0m $4.0m 0.02% Added +30.9k +30,877
42 Waldron Private Wealth LLC 0.17% of their portfolio BRIDGEVILLE, PA 71,00071.0k $3.8m $3.8m 0.17% Unchanged
43 J.W. COLE ADVISORS, INC. 0.07% of their portfolio TAMPA, FL 64,88164.9k $3.5m $3.5m 0.07% Reduced -5.4k -5,377
44 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 63,30263.3k $3.4m $3.4m 0.02% Reduced -1.8k -1,834
45 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 56,24556.2k $3.0m $3.0m 0.01% Reduced -5.0k -4,996
46 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 51,46751.5k $2.8m $2.8m 0.00% Added +37.1k +37,128
47 Advisors Asset Management, Inc. 0.05% of their portfolio Monument, CO 50,52850.5k $2.7m $2.7m 0.05% Added +1.0k +1,005
48 WHITTIER TRUST CO OF NEVADA INC 0.06% of their portfolio RENO, NV 50,35150.4k $2.7m $2.7m 0.06% Reduced -21.8k -21,823
49 Mariner, LLC 0.00% of their portfolio Overland Park, KS 49,52449.5k $2.7m $2.7m 0.00% Added +13.4k +13,412
50 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 46,78346.8k $2.5m $2.5m 0.00% Added +40.7k +40,726
51 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 45,76145.8k $2.5m $2.5m 0.00% Reduced -34.1k -34,136
52 Sovereign Investment Advisors, LLC 0.64% of their portfolio PHOENIX, AZ 43,52243.5k $2.3m $2.3m 0.64% New
53 Crescent Grove Advisors, LLC 0.23% of their portfolio LAKE FOREST, IL 43,41943.4k $2.3m $2.3m 0.23% Added +17.6k +17,614
54 Barnett & Company, Inc. 1.78% of their portfolio CHATTANOOGA, TN 42,33342.3k $2.3m $2.3m 1.78% Unchanged
55 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 41,78941.8k $2.2m $2.2m 0.00% Reduced -449 -449
56 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 41,10141.1k $2.3m $2.3m 0.00% Added +35.8k +35,839
57 Glenmede Investment Management, LP 0.01% of their portfolio PHILADELPHIA, PA 38,80038.8k $2.1m $2.1m 0.01% First filing
58 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 37,48837.5k $2.0m $2.0m 0.00% Added +2.8k +2,810
59 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 36,64136.6k $2.0m $2.0m 0.00% Added +40 +40
60 PARK CIRCLE Co 1.67% of their portfolio BALTIMORE, MD 36,35036.4k $1.9m $1.9m 1.67% Unchanged
61 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 35,90235.9k $1.9m $1.9m 0.00% Added +2.4k +2,416
62 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.05% of their portfolio BALA CYNWYD, PA 35,40235.4k $1.9m $1.9m 0.05% Reduced -64.3k -64,286
63 Ellsworth Advisors, LLC 0.45% of their portfolio HUDSON, OH 34,56534.6k $1.9m $1.9m 0.45% Added +3.2k +3,223
64 VAN ECK ASSOCIATES CORP 0.00% of their portfolio NEW YORK, NY 33,75733.8k $1.8m $1.8m 0.00% Added +4.3k +4,256
65 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 33,75033.8k $1.8m $1.8m 0.00% Added +1.9k +1,916
66 Finer Wealth Management, Inc. 0.94% of their portfolio SALEM, MA 32,94232.9k $1.8m $1.8m 0.94% Added +859 +859
67 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 32,15932.2k $1.7m $1.7m 0.00% Reduced -62.8k -62,825
68 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 31,26631.3k $1.7m $1.7m 0.00% Reduced -1.3k -1,337
69 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 29,95230.0k $1.6m $1.6m 0.00% Added +16.7k +16,715
70 WESTWOOD HOLDINGS GROUP INC 0.01% of their portfolio DALLAS, TX 29,03029.0k $1.6m $1.6m 0.01% Added +3.4k +3,434
71 Empirical Asset Management, LLC 0.47% of their portfolio WELLESLEY, MA 28,50528.5k $1.5m $1.5m 0.47% Unchanged
72 CASTLEARK MANAGEMENT LLC 0.04% of their portfolio CHICAGO, IL 27,84027.8k $1.5m $1.5m 0.04% Unchanged
73 Apollon Wealth Management, LLC 0.03% of their portfolio MOUNT PLEASANT, SC 27,34927.3k $1.5m $1.5m 0.03% Reduced -11.7k -11,713
74 Zurich Insurance Group Ltd/FI 0.01% of their portfolio ZURICH, V8 27,20027.2k $1.5m $1.5m 0.01% Unchanged
75 ELCO Management Co., LLC 0.74% of their portfolio New York, NY 26,18526.2k $1.4m $1.4m 0.74% Added +95 +95
76 CASCADE INVESTMENT GROUP, INC. 0.93% of their portfolio Colorado Springs, CO 24,87524.9k $1.3m $1.3m 0.93% Reduced -600 -600
77 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 24,58724.6k $1.3m $1.3m 0.00% Reduced -1.1k -1,132
78 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 24,42324.4k $1.3m $1.3m 0.00% Reduced -809 -809
79 FMR LLC 0.00% of their portfolio BOSTON, MA 24,18924.2k $1.3m $1.3m 0.00% Added +2.9k +2,930
80 Gilman Hill Asset Management, LLC 0.20% of their portfolio NEW CANAAN, CT 23,00923.0k $1.2m $1.2m 0.20% Added +4.3k +4,335
81 DIVIDEND ASSETS CAPITAL, LLC 0.21% of their portfolio Ridgeland, SC 21,97822.0k $1.2m $1.2m 0.21% Reduced -3.4k -3,400
82 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 21,15421.2k $1.1m $1.1m 0.01% Reduced -15.4k -15,397
83 CW Advisors, LLC 0.01% of their portfolio BOSTON, MA 19,52219.5k $1.0m $1.0m 0.01% Reduced -96 -96
84 AMERICAN FINANCIAL GROUP INC 0.39% of their portfolio CINCINNATI, OH 19,50019.5k $1.0m $1.0m 0.39% Unchanged
85 Focus Financial Network, Inc. 0.04% of their portfolio MINNEAPOLIS, MN 19,20019.2k $1.0m $1.0m 0.04% Added +1.8k +1,847
86 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 18,98419.0k $1.0m $1.0m 0.00% Reduced -2.6k -2,635
87 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 17,75517.8k $951.5k $951.5k 0.00% Added +131 +131
88 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 17,08617.1k $916.0k $916.0k 0.00% Added +2.6k +2,639
89 BlackRock, Inc. 0.00% of their portfolio New York, NY 16,92416.9k $907.0k $907.0k 0.00% Reduced -27.6k -27,554
90 Sigma Planning Corp 0.03% of their portfolio ANN ARBOR, MI 16,30616.3k $873.8k $873.8k 0.03% Reduced -2.0k -1,995
91 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 16,26616.3k $871.7k $871.7k 0.00% Reduced -356 -356
92 CARY STREET PARTNERS FINANCIAL LLC 0.02% of their portfolio RICHMOND, VA 16,11916.1k $863.8k $863.8k 0.02% Unchanged
93 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 15,84015.8k $848.8k $848.8k 0.00% Added +11.7k +11,731
94 MCDONALD PARTNERS LLC 0.20% of their portfolio CLEVELAND, OH 15,50615.5k $831.0k $831.0k 0.20% Added +4 +4
95 Moors & Cabot, Inc. 0.04% of their portfolio BOSTON, MA 15,42415.4k $826.6k $826.6k 0.04% Unchanged
96 NATIXIS 0.00% of their portfolio PARIS, I0 15,10015.1k $809.2k $809.2k 0.00% Reduced -20.1k -20,060
97 Linscomb Wealth, Inc. 0.04% of their portfolio Houston, TX 14,74014.7k $789.9k $789.9k 0.04% Unchanged
98 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 13,98814.0k $750.0k $750.0k 0.00% Reduced -1.5k -1,468
99 IFG Advisory, LLC 0.04% of their portfolio ATLANTA, GA 13,75513.8k $737.1k $737.1k 0.04% Unchanged
100 Quad-Cities Investment Group, LLC 0.33% of their portfolio DAVENPORT, IA 13,57713.6k $727.6k $727.6k 0.33% Added +536 +536