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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
1026
Paragon Capital Management (Colorado)
Colorado
$246K +$56.4K +485 +30%
GGS
1027
Galvin Gaustad & Stein
Arizona
$246K – – –
TA
1028
TruWealth Advisors
Louisiana
$245K -$10.2K -88 -4%
AC
1029
Apella Capital
Connecticut
$245K +$242K +2,086 New
MWM
1030
Mattern Wealth Management
Kansas
$244K – – –
WHG
1031
Westwood Holdings Group
Texas
$244K -$35.3M -303,355 -99%
EWM
1032
Empirical Wealth Management
Washington
$244K +$1.63K +14 +0.7%
SFG
1033
StrategIQ Financial Group
Indiana
$242K +$30.8K +265 +15%
OC
1034
Oarsman Capital
Wisconsin
$242K +$239K +2,060 New
OWA
1035
One Wealth Advisors
California
$241K +$239K +2,056 New
CGA
1036
Crescent Grove Advisors
Illinois
$241K -$84.1K -724 -26%
NL
1037
NWAM LLC
Washington
$240K +$814 +7 +0.3%
RCAG
1038
Rehmann Capital Advisory Group
Michigan
$239K -$14.9K -128 -6%
MFG
1039
Magnus Financial Group
New York
$239K +$5.11K +44 +2%
EWS
1040
Evergreen Wealth Solutions
Pennsylvania
$239K +$25K +215 +12%
NP
1041
NorthRock Partners
Minnesota
$239K -$91.4K -786 -28%
GWM
1042
Gray Wealth Management
Maine
$238K -$18.1K -156 -7%
VVP
1043
Venture Visionary Partners
Ohio
$238K -$64.3K -553 -21%
ACM
1044
Advisors Capital Management
New Jersey
$238K -$5K -43 -2%
SNB
1045
Security National Bank
Nebraska
$237K – – –
DWM
1046
Dakota Wealth Management
Florida
$236K -$10.5M -90,218 -98%
CL
1047
CSS LLC
Illinois
$235K -$58.1K -500 -20%
FI
1048
Fractal Investments
Connecticut
$235K – – –
VCAM
1049
Van Cleef Asset Management
Ohio
$235K – – –
JFL
1050
Jarislowsky, Fraser Ltd
Quebec, Canada
$234K – – –
40 41
42
43 44