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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
1201
Balanced Wealth Group
Ohio
$428K +$4.33K +21 +1%
DO
1202
denkapparat Operations
Germany
$428K – – –
TCWA
1203
Turtle Creek Wealth Advisors
Texas
$428K +$357K +1,731 New
VCM
1204
Versant Capital Management
Arizona
$428K +$58.1K +282 +19%
FCM
1205
Fairbanks Capital Management
California
$427K – – –
CTA
1206
Chesley Taft & Associates
Illinois
$422K +$35.5K +172 +11%
PA
1207
Probity Advisors
Texas
$421K -$31.7K -154 -8%
PFA
1208
Pure Financial Advisors
California
$421K -$14.2K -69 -4%
CA
1209
Cullinan Associates
Kentucky
$420K – – –
CG
1210
CFO4Life Group
Texas
$415K -$206 -1 -0.1%
CAAS
1211
Capital Asset Advisory Services
Michigan
$414K -$38.6K -187 -9%
AG
1212
AmeriFlex Group
Nevada
$413K +$16.1K +78 +5%
CAM
1213
Concorde Asset Management
Michigan
$413K -$10.7K -52 -3%
FA
1214
Fountainhead AM
New Jersey
$412K +$343K +1,666 New
JWM
1215
Jeppson Wealth Management
California
$409K – – –
OAM
1216
Oak Asset Management
California
$408K – – –
CWP
1217
Cyndeo Wealth Partners
Florida
$407K -$6.6K -32 -2%
KA
1218
Kozak & Associates
Colorado
$406K +$1.85K +9 +0.5%
PTC
1219
Philadelphia Trust Company
Pennsylvania
$406K – – –
LAM
1220
L2 Asset Management
Massachusetts
$405K +$22.9K +111 +7%
PCP
1221
Perbak Capital Partners
United Kingdom
$404K +$337K +1,636 New
AAMC
1222
Asset Allocation & Management Company
Illinois
$404K – – –
SCM
1223
Shelton Capital Management
Colorado
$399K -$21.4K -104 -6%
SCM
1224
Schnieders Capital Management
California
$399K – – –
EWM
1225
EPG Wealth Management
Georgia
$399K – – –
47 48
49
50 51