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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1026
BluePath Capital Management
Georgia
$300K +$277K +2,118 New
CA
1027
Clearstead Advisors
Ohio
$300K +$123K +940 +80%
GIA
1028
Gladstone Institutional Advisory
Florida
$299K +$262 +2 +0.1%
SNB
1029
Security National Bank
Nebraska
$298K – – –
TA
1030
TruWealth Advisors
Louisiana
$296K – – –
MWM
1031
Mattern Wealth Management
Kansas
$295K – – –
EWS
1032
Evergreen Wealth Solutions
Pennsylvania
$295K +$5.5K +42 +2%
GWM
1033
Gray Wealth Management
Maine
$294K +$5.89K +45 +2%
RCAG
1034
Rehmann Capital Advisory Group
Michigan
$294K +$4.72K +36 +2%
RA
1035
RFG Advisory
Alabama
$293K +$271K +2,068 New
SFG
1036
StrategIQ Financial Group
Indiana
$293K – – –
CGA
1037
Crescent Grove Advisors
Illinois
$293K +$1.83K +14 +0.7%
MFG
1038
Magnus Financial Group
New York
$293K +$3.41K +26 +1%
WA
1039
WBH Advisory
Maryland
$292K +$22.9K +175 +9%
CAM
1040
Concorde Asset Management
Michigan
$292K +$270K +2,062 New
SIM
1041
Sentry Investment Management
Wisconsin
$291K -$88.8K -678 -25%
ACM
1042
Advisors Capital Management
New Jersey
$290K +$2.1K +16 +0.8%
WCFA
1043
Walkner Condon Financial Advisors
Wisconsin
$288K +$28.6K +218 +12%
SWM
1044
Scissortail Wealth Management
Oklahoma
$285K – – –
PCMC
1045
Paragon Capital Management (Colorado)
Colorado
$284K -$12.3K -94 -4%
FI
1046
Fractal Investments
Connecticut
$283K – – –
VCAM
1047
Van Cleef Asset Management
Ohio
$283K – – –
GGS
1048
Galvin Gaustad & Stein
Arizona
$283K -$13.1K -100 -5%
JFL
1049
Jarislowsky, Fraser Ltd
Quebec, Canada
$282K – – –
CFP
1050
Catalyst Financial Partners
Massachusetts
$282K +$24.6K +188 +10%
40 41
42
43 44