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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1101
Recurrent Investment Advisors
Texas
$556K -$780K -3,784 -63%
OWM
1102
OneAscent Wealth Management
Alabama
$556K -$7.63K -37 -2%
IFU
1103
iSAM Funds (UK)
United Kingdom
$554K +$462K +2,243 New
QFW
1104
QTR Family Wealth
Florida
$553K +$206 +1 +0%
SOAM
1105
SBI Okasan Asset Management
Japan
$551K -$103K -500 -19%
AIA
1106
Armor Investment Advisors
North Carolina
$548K – – –
SWM
1107
Scissortail Wealth Management
Oklahoma
$548K – – –
BEAM
1108
Baker Ellis Asset Management
Washington
$547K – – –
MCWA
1109
Meadow Creek Wealth Advisors
Georgia
$547K – – –
TGAM
1110
TBH Global Asset Management
Tennessee
$546K – – –
CCAL
1111
City Center Advisors LLC
Michigan
$544K -$7.42K -36 -2%
VCAM
1112
Van Cleef Asset Management
Ohio
$544K – – –
PIP
1113
Philadelphia Investment Partners
New Jersey
$542K +$452K +2,193 New
SAM
1114
Silvercrest Asset Management
New York
$541K +$25.2K +122 +6%
CC
1115
Clearwave Capital
California
$540K +$206 +1 +0%
ZIM
1116
Zacks Investment Management
Illinois
$540K -$176K -853 -28%
QT
1117
Quantbot Technologies
New York
$538K -$11.8M -57,171 -96%
SOS
1118
Silver Oak Securities
Tennessee
$533K +$15.3K +74 +4%
RLH
1119
RD Lewis Holdings
Florida
$533K -$17.9K -87 -4%
CRI
1120
Colonial River Investments
Virginia
$533K +$8.04K +39 +2%
KAS
1121
KPP Advisory Services
Kentucky
$533K +$10.7K +52 +2%
GFP
1122
Gryphon Financial Partners
Ohio
$531K -$16.5K -80 -4%
DWM
1123
Diversify Wealth Management
Utah
$530K +$435K +2,110 New
AC
1124
Avestar Capital
New York
$530K +$442K +2,145 New
PPWP
1125
Premier Path Wealth Partners
New Jersey
$529K +$35.5K +172 +9%
43 44
45
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