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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
976
Citizens Financial Group
Rhode Island
$424K +$198K +1,224 +83%
LSAG
977
Lake Street Advisors Group
New Hampshire
$424K -$71K -440 -14%
PAA
978
Peregrine Asset Advisers
Oregon
$423K – – –
FA
979
Fiduciary Alliance
South Carolina
$421K +$430K +2,667 New
GCM
980
Gables Capital Management
Florida
$418K – – –
PCFFS
981
Pacific Center for Financial Services
California
$417K – – –
OQS
982
Occudo Quantitative Strategies
Florida
$414K +$426K +2,640 New
SEIA
983
Signature Estate & Investment Advisors
California
$413K +$425K +2,633 New
FCMT
984
Founders Capital Management (Texas)
Texas
$412K – – –
DI
985
Diligent Investors
California
$407K -$16.1K -100 -4%
KI
986
Kapitalo Investimentos
Brazil
$405K -$269K -1,667 -39%
CCA
987
Childress Capital Advisors
Texas
$404K +$14.5K +90 +4%
SWA
988
SFMG Wealth Advisors
Texas
$404K – – –
QCG
989
Quadrant Capital Group
Ohio
$398K +$14.4K +89 +4%
KWMG
990
King Wealth Management Group
Florida
$398K – – –
CG
991
Cynosure Group
Utah
$393K +$64.5K +400 +19%
WAM
992
WNY Asset Management
New York
$392K -$329K -2,037 -45%
WSC
993
Wellington Shields & Co
New York
$392K – – –
SB
994
Strategic Blueprint
Georgia
$392K -$16K -99 -4%
WCM
995
Washburn Capital Management
Florida
$390K -$4.84K -30 -1%
TAS
996
TIFF Advisory Services
Pennsylvania
$387K +$199K +1,233 +100%
WCFA
997
Walkner Condon Financial Advisors
Wisconsin
$386K -$14.2K -88 -3%
OFS
998
OneAscent Financial Services
Alabama
$384K -$5.33K -33 -1%
LHWM
999
Lake Hills Wealth Management
Texas
$383K +$395K +2,445 New
BJL
1000
Brighton Jones LLC
Washington
$383K +$29.7K +184 +8%
38 39
40
41 42