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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1001
Formidable Asset Management
Ohio
$272K – – –
SWM
1002
SFG Wealth Management
Maryland
$272K – – –
BJL
1003
Brighton Jones LLC
Washington
$271K -$145K -1,157 -35%
RIA
1004
Regal Investment Advisors
Michigan
$270K -$6.65K -53 -2%
RC
1005
Rovin Capital
Arizona
$269K -$7.53K -60 -3%
FCA
1006
Fortis Capital Advisors
Kansas
$268K +$265K +2,113 New
TA
1007
TruWealth Advisors
Louisiana
$268K -$4.9K -39 -2%
CA
1008
CoreCap Advisors
Michigan
$266K +$263K +2,099 New
GGS
1009
Galvin Gaustad & Stein
Arizona
$266K -$6.9K -55 -3%
MWM
1010
Mattern Wealth Management
Kansas
$264K – – –
ACM
1011
AUA Capital Management
Pennsylvania
$264K – – –
ZCA
1012
Zeke Capital Advisors
Pennsylvania
$263K +$1.38K +11 +0.5%
EWS
1013
Evergreen Wealth Solutions
Pennsylvania
$263K -$6.15K -49 -2%
SC
1014
SouthState Corp
Florida
$262K -$1K -8 -0.4%
PCP
1015
Proficio Capital Partners
Massachusetts
$262K +$502 +4 +0.2%
PA
1016
Probity Advisors
Texas
$257K -$3.39K -27 -1%
SNB
1017
Security National Bank
Nebraska
$257K – – –
OMC
1018
Old Mission Capital
Illinois
$256K +$253K +2,015 New
QCG
1019
Quadrant Capital Group
Ohio
$255K -$5.02K -40 -2%
TCWM
1020
Total Clarity Wealth Management
Illinois
$255K – – –
ABC
1021
Associated Banc-Corp
Wisconsin
$255K +$252K +2,009 New
BPC
1022
Banque Pictet & Cie
Switzerland
$254K -$32.6K -260 -12%
CL
1023
CSS LLC
Illinois
$254K – – –
FI
1024
Fractal Investments
Connecticut
$254K – – –
VCAM
1025
Van Cleef Asset Management
Ohio
$254K – – –
39 40
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