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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
BOTW
976
Bank of the West
California
$222K -$6.63K -56 -3%
PG
977
Pendal Group
Australia
$221K -$3.17M -26,759 -93%
MWM
978
Mattern Wealth Management
Kansas
$221K – – –
MFG
979
Magnus Financial Group
New York
$221K +$246K +2,077 New
RWA
980
Ropes Wealth Advisors
Massachusetts
$220K -$29.2K -247 -11%
PA
981
Probity Advisors
Texas
$220K -$16.6K -140 -6%
SC
982
SouthState Corp
Florida
$220K – – –
ZCA
983
Zeke Capital Advisors
Pennsylvania
$220K +$118 +1 +0%
FMTC
984
Farmers & Merchants Trust Company
California
$218K -$23.7K -200 -9%
5L
985
55I LLC
Massachusetts
$218K +$242K +2,047 New
EBA
986
Eagle Bay Advisors
New York
$217K -$4.03K -34 -2%
PFBT
987
Parkside Financial Bank & Trust
Missouri
$217K -$9.94K -84 -4%
WPC
988
Wedmont Private Capital
Pennsylvania
$217K +$242K +2,045 New
WAM
989
WNY Asset Management
New York
$216K – – –
SNB
990
Security National Bank
Nebraska
$215K -$32.1K -271 -12%
TA
991
Tectonic Advisors
Texas
$215K -$11.4K -96 -5%
IGWM
992
ICA Group Wealth Management
Colorado
$215K +$4.74K +40 +2%
TCWM
993
Total Clarity Wealth Management
Illinois
$214K -$11.8K -100 -5%
VCAM
994
Van Cleef Asset Management
Ohio
$213K – – –
SPWM
995
Spartan Planning & Wealth Management
North Carolina
$213K +$225K +1,900 +1,900%
CG
996
Clarus Group
Texas
$211K -$23.7K -200 -9%
JFL
997
Jarislowsky, Fraser Ltd
Quebec, Canada
$211K – – –
ABC
998
Associated Banc-Corp
Wisconsin
$211K +$235K +1,989 New
ARC
999
Advisor Resource Council
Texas
$209K +$232K +1,960 New
SIA
1000
Schechter Investment Advisors
Michigan
$209K +$232K +1,963 New
38 39
40
41 42