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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
1001
Petrus Trust Company
Texas
$339K -$210K -1,585 -38%
FHA
1002
First Horizon Advisors
Tennessee
$339K -$156K -1,175 -31%
OCBCO
1003
Oversea-Chinese Banking Corp (OCBC)
Singapore
$336K -$212K -1,600 -39%
SWP
1004
Sagespring Wealth Partners
Tennessee
$336K +$100K +756 +42%
KWMG
1005
King Wealth Management Group
Florida
$336K – – –
ACM
1006
AlphaStar Capital Management
North Carolina
$336K -$44.8K -338 -12%
VFA
1007
Valeo Financial Advisors
Indiana
$335K -$28.4K -214 -8%
CWM
1008
Connecticut Wealth Management
Connecticut
$334K -$2.12K -16 -0.6%
WSC
1009
Wellington Shields & Co
New York
$330K – – –
SNB
1010
Security National Bank
Nebraska
$328K +$133K +1,000 +68%
PWP
1011
Precedent Wealth Partners
Texas
$327K -$7.43K -56 -2%
CIC
1012
Crawford Investment Counsel
Georgia
$327K +$63K +475 +24%
EWM
1013
Empirical Wealth Management
Washington
$327K +$21.4K +161 +7%
AWM
1014
Angeles Wealth Management
California
$325K -$12.3K -93 -4%
MFIM
1015
Mesirow Financial Investment Management
Illinois
$325K +$13.1K +99 +4%
MCWA
1016
Meadow Creek Wealth Advisors
Georgia
$323K -$3.32K -25 -1%
WBC
1017
Westpac Banking Corp
Australia
$322K -$16.3K -123 -5%
RC
1018
Rovin Capital
Arizona
$322K -$398 -3 -0.1%
SWA
1019
SFMG Wealth Advisors
Texas
$321K +$26.5K +200 +9%
FAM
1020
Formidable Asset Management
Ohio
$320K -$3.32K -25 -1%
IGAM
1021
iA Global Asset Management
Quebec, Canada
$319K +$3.45K +26 +1%
WAAG
1022
Wealth Alliance Advisory Group
Kansas
$318K +$2.65K +20 +0.8%
DWM
1023
Drive Wealth Management
Utah
$316K -$531K -4,001 -63%
TW
1024
Transform Wealth
Colorado
$314K – – –
MG
1025
Marex Group
$314K +$53.2K +401 +20%
39 40
41
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