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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
CSP
926
Cary Street Partners
Virginia
$546K +$325K +1,918 +133%
RDWM
927
Red Door Wealth Management
Tennessee
$546K -$41.7K -246 -7%
SFO
928
Stokes Family Office
Louisiana
$546K +$568K +3,354 New
HIMC
929
Heritage Investors Management Corp
Maryland
$545K – – –
FWM
930
Forza Wealth Management
Florida
$545K – – –
EWA
931
Exencial Wealth Advisors
Oklahoma
$542K +$9.15K +54 +2%
QI
932
Qtron Investments
Massachusetts
$539K +$561K +3,312 New
CFM
933
Catalyst Funds Management
Australia
$537K +$16.9K +100 +3%
OFS
934
OneAscent Financial Services
Alabama
$537K +$79K +466 +16%
AA
935
Auxano Advisors
Washington
$531K -$339 -2 -0.1%
CS
936
Crescent Sterling
Louisiana
$531K -$4.24K -25 -0.8%
RE
937
Rydar Equities
Texas
$528K +$32.4K +191 +6%
TWPM
938
Total Wealth Planning & Management
Florida
$527K +$549K +3,239 New
IP
939
Intellectus Partners
California
$526K +$169 +1 +0%
UCB
940
United Community Bank
South Carolina
$526K -$70.6K -417 -11%
AAG
941
Armstrong Advisory Group
Massachusetts
$525K -$142K -836 -21%
SSCM
942
Spectrum Strategic Capital Management
Oregon
$516K +$537K +3,169 New
AP
943
Appleton Partners
Massachusetts
$514K -$14.4K -85 -3%
MCM
944
Magnolia Capital Management
New York
$512K +$24.6K +145 +5%
MG
945
Marex Group
$511K +$532K +3,142 New
EW
946
Element Wealth
Mississippi
$510K +$2.03K +12 +0.4%
CWM
947
Centurion Wealth Management
Virginia
$510K – – –
IPW
948
Impact Partnership Wealth
Georgia
$508K -$44.4K -262 -8%
ESB
949
Essex Savings Bank
Connecticut
$505K +$12.7K +75 +2%
CWM
950
Centric Wealth Management
Illinois
$505K +$475K +2,802 New
36 37
38
39 40