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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
FFB
1026
First Financial Bankshares
Texas
$768K – – –
CPW
1027
Crestmont Private Wealth
Texas
$765K -$246K -1,000 -25%
SMWM
1028
Silvia McColl Wealth Management
California
$763K – – –
RWA
1029
Redhawk Wealth Advisors
Minnesota
$761K -$36.9K -150 -5%
BHC
1030
Bull Harbor Capital
Maryland
$758K +$382K +1,551 +114%
CSP
1031
Cary Street Partners
Virginia
$758K -$62.3K -253 -8%
BWM
1032
Bosman Wealth Management
California
$757K +$716K +2,906 New
PPW
1033
Parcion Private Wealth
Washington
$754K +$152K +616 +27%
PIP
1034
Philadelphia Investment Partners
New Jersey
$752K – – –
MWM
1035
Modern Wealth Management
Kansas
$752K +$207K +841 +41%
IFPG
1036
Intrepid Financial Planning Group
Indiana
$749K – – –
PIM
1037
Plato Investment Management
Australia
$748K +$57.9K +235 +9%
LGF
1038
LGT Group Foundation
Liechtenstein
$742K -$739 -3 -0.1%
CFG
1039
Cooper Financial Group
California
$740K -$193K -782 -22%
BWM
1040
Bullock Wealth Management
Indiana
$740K +$676K +2,746 New
WSC
1041
Wellington Shields & Co
New York
$740K – – –
CIA
1042
Choate Investment Advisors
Massachusetts
$733K +$3.94K +16 +0.6%
PE
1043
PCM Encore
Colorado
$732K +$17.7K +72 +3%
QFW
1044
QTR Family Wealth
Florida
$729K +$112K +454 +19%
DA
1045
Denali Advisors
California
$729K -$493K -2,004 -42%
AWAG
1046
ARS Wealth Advisors Group
Florida
$729K – – –
SSCM
1047
Spectrum Strategic Capital Management
Oregon
$728K -$68.2K -277 -9%
CI
1048
Cigna Investments
Connecticut
$722K -$35.7K -145 -5%
RIA
1049
Realta Investment Advisors
Delaware
$718K -$301K -1,221 -31%
KWMG
1050
King Wealth Management Group
Florida
$714K +$49.2K +200 +8%
40 41
42
43 44