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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
QCIG
751
Quad-Cities Investment Group
Iowa
$522K -$18.2K -154 -3%
MIM
752
MTM Investment Management
South Carolina
$522K -$11.8K -100 -2%
FCBT
753
First Citizens Bank & Trust
North Carolina
$521K +$186K +1,573 +47%
LWA
754
Lineweaver Wealth Advisors
Ohio
$519K +$579K +4,891 New
SB
755
Simmons Bank
Arkansas
$517K – – –
GA
756
GoalVest Advisory
New York
$517K +$591K +4,993 New
DAS
757
Dynamic Advisor Solutions
Arizona
$512K +$7.69K +65 +1%
SG
758
StoneX Group
New York
$508K -$768K -6,487 -58%
BAM
759
Belpointe Asset Management
Nevada
$508K +$29.6K +250 +6%
TWI
760
Thomas White International
Illinois
$504K – – –
BHBT
761
Burke & Herbert Bank & Trust
Virginia
$499K -$49.8K -421 -8%
CIA
762
Cladis Investment Advisory
Montana
$497K -$891K -7,525 -62%
LWAC
763
Laurel Wealth Advisors (California)
California
$494K -$44.5K -376 -7%
MLL
764
Moody Lynn & Lieberson
Massachusetts
$492K – – –
DG
765
DMC Group
Alabama
$486K -$258K -2,178 -32%
IWC
766
Integrated Wealth Concepts
Massachusetts
$482K -$8.4K -71 -2%
HVIA
767
Hudson Valley Investment Advisors
New York
$480K -$141K -1,190 -21%
SFG
768
Sovereign Financial Group
Connecticut
$474K +$528K +4,461 New
BAM
769
Brave Asset Management
New Jersey
$473K -$118K -1,000 -18%
MOS
770
MGO One Seven
Ohio
$472K -$355 -3 -0.1%
NFSG
771
Newbridge Financial Services Group
Florida
$471K -$96.4K -814 -16%
BSW
772
Buckingham Strategic Wealth
Missouri
$471K +$33.9K +286 +7%
SMC
773
Smith, Moore & Co
Missouri
$470K -$52.9K -447 -9%
SRC
774
Shufro Rose & Co
New York
$468K -$59.2K -500 -10%
APA
775
American Portfolios Advisors
New York
$467K -$554K -4,682 -52%
29 30
31
32 33