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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCAL
1026
City Center Advisors LLC
Michigan
$313K +$11.8K +95 +4%
OWM
1027
OneAscent Wealth Management
Alabama
$313K +$12.5K +100 +4%
OIA
1028
Optimum Investment Advisors
Illinois
$313K – – –
VWM
1029
Venturi Wealth Management
Texas
$312K -$826K -6,625 -74%
BL
1030
BFSG LLC
California
$311K -$125 -1 -0%
RLH
1031
RD Lewis Holdings
Florida
$310K +$8.47K +68 +3%
FCH
1032
Freestone Capital Holdings
Washington
$308K +$286K +2,295 New
TPCW
1033
TD Private Client Wealth
New York
$308K +$44K +353 +18%
ABTD
1034
Arvest Bank Trust Division
Oklahoma
$306K -$6.45M -51,746 -96%
HC
1035
Hamilton Capital
Ohio
$305K +$23.3K +187 +9%
TNBTD
1036
Trustmark National Bank Trust Department
Mississippi
$304K -$2.87K -23 -1%
EW
1037
Elyxium Wealth
California
$304K +$997 +8 +0.4%
CCA
1038
Childress Capital Advisors
Texas
$303K +$61.1K +490 +28%
BRWA
1039
B. Riley Wealth Advisors
Florida
$303K +$281K +2,253 New
MFF
1040
Michels Family Financial
Texas
$303K +$498 +4 +0.2%
IC
1041
Iconiq Capital
California
$302K +$280K +2,247 New
AIA
1042
Armor Investment Advisors
North Carolina
$298K +$623 +5 +0.2%
MCWA
1043
Meadow Creek Wealth Advisors
Georgia
$298K -$28.2K -226 -9%
SWM
1044
Scissortail Wealth Management
Oklahoma
$298K – – –
HAS
1045
Horizon Advisory Services
New York
$297K +$3.37K +27 +1%
TGAM
1046
TBH Global Asset Management
Tennessee
$297K -$61.9K -497 -18%
ACM
1047
AUA Capital Management
Pennsylvania
$295K – – –
PMG
1048
ProVise Management Group
Florida
$295K -$47.5K -381 -15%
GSEP
1049
Golden State Equity Partners
California
$294K +$7.6K +61 +3%
S
1050
Sachetta
Massachusetts
$294K +$2.99K +24 +1%
40 41
42
43 44