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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
976
OneAscent Financial Services
Alabama
$365K +$30.7K +241 +9%
CWP
977
Concord Wealth Partners
Virginia
$364K -$371K -2,918 -51%
AWAG
978
ARS Wealth Advisors Group
Florida
$364K – – –
PGWM
979
Parisi Gray Wealth Management
New Jersey
$360K +$1.02K +8 +0.3%
PCM
980
Prelude Capital Management
New York
$360K +$352K +2,766 New
HWA
981
Heritage Wealth Advisors
Virginia
$358K +$19.1K +150 +6%
USGIU
982
U.S. Global Investors (USGI)
Texas
$358K +$31.8K +250 +10%
TGAM
983
TBH Global Asset Management
Tennessee
$357K -$8.14K -64 -2%
FFS
984
Founders Financial Securities
Maryland
$356K +$16.3K +128 +5%
JFGIW
985
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$355K +$220K +1,733 +174%
WCM
986
Washburn Capital Management
Florida
$353K -$12.7K -100 -4%
PWM
987
Perigon Wealth Management
California
$353K +$59.8K +470 +21%
FTC
988
Farmers Trust Company
Ohio
$352K – – –
PAA
989
Peregrine Asset Advisers
Oregon
$351K – – –
FMP
990
Financial Management Professionals
Texas
$351K +$31.2K +245 +10%
AWM
991
Accel Wealth Management
Iowa
$348K -$509 -4 -0.1%
BTWM
992
Baker Tilly Wealth Management
Wisconsin
$347K +$5.22K +41 +2%
GCM
993
Gables Capital Management
Florida
$346K – – –
MCM
994
Monument Capital Management
Virginia
$346K +$17.7K +139 +6%
CBFP
995
Cedar Brook Financial Partners
Ohio
$346K +$13.4K +105 +4%
OR
996
Olympiad Research
Connecticut
$346K +$338K +2,660 New
PCFFS
997
Pacific Center for Financial Services
California
$345K – – –
KA
998
Kovack Advisors
Florida
$343K +$50.6K +398 +18%
DS
999
DRW Securities
Illinois
$343K +$36.3K +285 +12%
FCMT
1000
Founders Capital Management (Texas)
Texas
$342K – – –
38 39
40
41 42