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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
ONST
976
Old North State Trust
North Carolina
$472K +$396K +2,765 New
HWA
977
Heritage Wealth Advisors
Virginia
$470K – – –
CAMV
978
Concord Asset Management (Virginia)
Virginia
$470K +$53.3K +372 +16%
USGIU
979
U.S. Global Investors (USGI)
Texas
$469K – – –
TGAM
980
TBH Global Asset Management
Tennessee
$469K – – –
1IA
981
1620 Investment Advisors
Massachusetts
$465K +$35.1K +245 +10%
CBFP
982
Cedar Brook Financial Partners
Ohio
$465K +$2.87K +20 +0.7%
MCM
983
Monument Capital Management
Virginia
$463K +$7.31K +51 +2%
DWA
984
Delap Wealth Advisory
Oregon
$461K +$387K +2,701 New
PAA
985
Peregrine Asset Advisers
Oregon
$461K – – –
DI
986
Diligent Investors
California
$461K +$10.5K +73 +3%
FFS
987
Founders Financial Securities
Maryland
$460K -$6.45K -45 -2%
JF
988
Jump Financial
Illinois
$458K +$385K +2,684 New
SWM
989
Spire Wealth Management
Virginia
$458K +$50K +349 +15%
WBC
990
Westpac Banking Corp
Australia
$457K -$116K -810 -23%
1SB
991
1ST Source Bank
Indiana
$455K +$118K +823 +45%
GCM
992
Gables Capital Management
Florida
$455K – – –
PCFFS
993
Pacific Center for Financial Services
California
$454K – – –
NG
994
Norden Group
Utah
$452K +$379K +2,648 New
BTWM
995
Baker Tilly Wealth Management
Wisconsin
$452K -$3.01K -21 -0.8%
FCMT
996
Founders Capital Management (Texas)
Texas
$449K – – –
SB
997
Strategic Blueprint
Georgia
$444K +$43.7K +305 +13%
EA
998
Emerald Advisors
Washington
$441K +$1.58K +11 +0.4%
SWA
999
SFMG Wealth Advisors
Texas
$440K -$143 -1 -0%
AA
1000
AlphaQ Advisors
Florida
$439K -$70.1K -489 -16%
38 39
40
41 42