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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
976
Accurate Wealth Management
Florida
$357K -$22.6K -181 -7%
FFS
977
Founders Financial Securities
Maryland
$355K -$10.8K -87 -3%
MG
978
Mather Group
Illinois
$354K -$73.5K -590 -18%
IBOK
979
Independence Bank of Kentucky
Kentucky
$354K -$3.12K -25 -0.9%
CF
980
Centaurus Financial
California
$354K -$10.1K -81 -3%
FCMT
981
Founders Capital Management (Texas)
Texas
$354K – – –
IA
982
IFP Advisors
Florida
$352K -$831K -6,665 -72%
SSWM
983
Smith Salley Wealth Management
North Carolina
$351K +$125K +1,005 +63%
FRA
984
Frank Rimerman Advisors
California
$349K -$145K -1,164 -31%
CAM
985
Covenant Asset Management
New Jersey
$348K – – –
CL
986
CSS LLC
Illinois
$347K +$64.8K +520 +25%
VCP
987
Verus Capital Partners
Arizona
$347K -$20.2K -162 -6%
IFPG
988
Intrepid Financial Planning Group
Indiana
$346K – – –
FHA
989
First Horizon Advisors
Tennessee
$345K +$125 +1 +0%
FMP
990
Financial Management Professionals
Texas
$345K -$15.2K -122 -5%
AAA
991
American Alpha Advisors
New York
$344K -$13.2K -106 -4%
KWMG
992
King Wealth Management Group
Florida
$342K – – –
IPWA
993
International Private Wealth Advisors
California
$341K +$317K +2,540 New
VI
994
Versor Investments
New York
$340K +$316K +2,533 New
AWS
995
Arkfeld Wealth Strategies
Nebraska
$340K +$295K +2,368 New
CPC
996
Consolidated Planning Corp
Georgia
$339K +$315K +2,525 New
GWMR
997
GC Wealth Management RIA
Massachusetts
$339K +$315K +2,524 New
WBC
998
Westpac Banking Corp
Australia
$339K +$10.2K +82 +3%
WSC
999
Wellington Shields & Co
New York
$336K – – –
CRI
1000
Colonial River Investments
Virginia
$334K +$269K +2,156 New
38 39
40
41 42