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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
BPFA
1151
Barnes Pettey Financial Advisors
Mississippi
$296K – – –
PP
1152
PDS Planning
Ohio
$295K +$7.62K +45 +3%
LCM
1153
LCM Capital Management
Illinois
$294K +$7.46K +44 +3%
GB
1154
Goepper Burkhardt
South Carolina
$293K – – –
WTG
1155
West Tower Group
Virginia
$293K +$305K +1,800 New
MCC
1156
Money Concepts Capital
Florida
$292K +$304K +1,794 New
SWA
1157
Sax Wealth Advisors
New Jersey
$291K +$303K +1,787 New
DMBA
1158
Deseret Mutual Benefit Administrators
Utah
$291K -$10.2K -60 -3%
MWM
1159
Mosley Wealth Management
California
$290K +$303K +1,787 New
CRC
1160
Curi RMB Capital
Illinois
$290K +$52.9K +312 +21%
ISL
1161
Ingalls & Snyder LLC
New York
$290K – – –
PL
1162
Perpetual Ltd
Australia
$290K -$27.1K -160 -8%
AOWM
1163
Asset One Wealth Management
Washington
$289K +$271K +1,602 New
PFA
1164
Pure Financial Advisors
California
$288K +$300K +1,772 New
GIA
1165
Guyasuta Investment Advisors
Pennsylvania
$288K +$1.35K +8 +0.5%
BWG
1166
Balanced Wealth Group
Ohio
$287K +$2.2K +13 +0.8%
ZF
1167
Zhang Financial
Michigan
$285K -$19.3K -114 -6%
PP
1168
Patten & Patten
Tennessee
$284K -$2.71K -16 -0.9%
GWMR
1169
GC Wealth Management RIA
Massachusetts
$283K -$648K -3,823 -69%
RMDI
1170
R.M. Davis Inc
Maine
$282K – – –
DO
1171
denkapparat Operations
Germany
$282K +$293K +1,732 New
SRA
1172
Secured Retirement Advisors
Minnesota
$282K +$25.1K +148 +9%
CGL
1173
Clarius Group LLC
Washington
$281K – – –
FCM
1174
Fairbanks Capital Management
California
$281K -$13.6K -80 -4%
CAM
1175
Concorde Asset Management
Michigan
$280K -$35.6K -210 -11%
45 46
47
48 49