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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
951
Strategic Financial Concepts
Texas
$315K +$28.9K +249 +10%
BTWM
952
Baker Tilly Wealth Management
Wisconsin
$315K -$74.6K -642 -19%
AWM
953
Accel Wealth Management
Iowa
$314K +$5.23K +45 +2%
DI
954
Diligent Investors
California
$314K – – –
GCM
955
Gables Capital Management
Florida
$313K – – –
PCOC
956
Power Corp of Canada
Canada
$312K +$310K +2,664 New
FMLI
957
Fukoku Mutual Life Insurance
Japan
$312K – – –
OFS
958
OneAscent Financial Services
Alabama
$312K -$72.2K -621 -19%
OWM
959
OneAscent Wealth Management
Alabama
$310K -$6.16K -53 -2%
WCM
960
WealthBridge Capital Management
Ohio
$309K -$11.4K -98 -4%
SDAM
961
Shulman DeMeo Asset Management
New York
$309K +$2.56K +22 +0.8%
EIP
962
Energy Income Partners
Connecticut
$309K +$42K +361 +16%
BIA
963
Benchmark Investment Advisors
Illinois
$309K -$6.97K -60 -2%
FCMT
964
Founders Capital Management (Texas)
Texas
$308K +$106K +910 +53%
WCM
965
Washburn Capital Management
Florida
$306K -$136K -1,170 -31%
HWA
966
Heritage Wealth Advisors
Virginia
$306K – – –
MCM
967
Monument Capital Management
Virginia
$305K +$45.3K +390 +18%
FFS
968
Founders Financial Securities
Maryland
$305K -$3.02K -26 -1%
LDB
969
Lee, Danner & Bass
Tennessee
$301K +$3.72K +32 +1%
KWMG
970
King Wealth Management Group
Florida
$298K – – –
RFG
971
Range Financial Group
Oregon
$295K -$34.6K -298 -11%
EFS
972
Essex Financial Services
Connecticut
$295K -$240K -2,066 -45%
FTC
973
Farmers Trust Company
Ohio
$295K – – –
AIM
974
Acropolis Investment Management
Missouri
$295K -$6.39K -55 -2%
USGIU
975
U.S. Global Investors (USGI)
Texas
$293K – – –
37 38
39
40 41