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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
926
Concord Wealth Partners
Virginia
$541K +$52K +363 +13%
STA
927
Summit Trail Advisors
New York
$540K +$51K +356 +13%
CA
928
Claro Advisors
Massachusetts
$538K +$13.3K +93 +3%
SFG
929
Sovereign Financial Group
Connecticut
$538K +$201K +1,401 +80%
LSAG
930
Lake Street Advisors Group
New Hampshire
$537K +$12.6K +88 +3%
AI
931
AdvisorShares Investments
Maryland
$536K – – –
ACIM
932
Azimuth Capital Investment Management
Michigan
$535K -$2.45M -17,112 -85%
AWM
933
Accurate Wealth Management
Florida
$529K -$44.4K -310 -9%
HI
934
Harbour Investments
Wisconsin
$527K +$2.58K +18 +0.6%
GP
935
Girard Partners
Pennsylvania
$527K +$442K +3,086 New
RDWM
936
Red Door Wealth Management
Tennessee
$526K -$78.9K -551 -15%
WMA
937
Wealth Management Associates
New Jersey
$525K -$11.5K -80 -2%
FAM
938
Formidable Asset Management
Ohio
$522K +$127K +888 +41%
DILIC
939
Dai-ichi Life Insurance Company
Japan
$522K -$77.1K -538 -15%
EW
940
Element Wealth
Mississippi
$522K +$1.72K +12 +0.4%
KMWM
941
Keudell/Morrison Wealth Management
Oregon
$521K +$27.1K +189 +7%
ZIM
942
Zacks Investment Management
Illinois
$521K +$160K +1,117 +58%
AWAG
943
ARS Wealth Advisors Group
Florida
$521K +$35.8K +250 +9%
JFGIW
944
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$519K +$45.1K +315 +12%
HNB
945
Hilltop National Bank
Wyoming
$518K +$435K +3,036 New
BCM
946
BluePath Capital Management
Georgia
$517K +$85.2K +595 +24%
MSF
947
Mustard Seed Financial
Arkansas
$515K – – –
SMWM
948
Silvia McColl Wealth Management
California
$515K – – –
SB
949
Simmons Bank
Arkansas
$514K +$1K +7 +0.2%
OFG
950
Oxford Financial Group
Indiana
$513K +$5.87K +41 +1%
36 37
38
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