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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
LB
601
Legacy Bridge
Iowa
$1.31M – – –
FHA
602
Flagship Harbor Advisors
Massachusetts
$1.31M -$210K -1,605 -15%
EH
603
Equitable Holdings
New York
$1.3M -$99.3K -758 -8%
XT
604
XTX Topco
Cayman Islands
$1.3M +$1.2M +9,185 New
SF
605
Symphony Financial
Texas
$1.3M +$11.9K +91 +1%
AWE
606
Avidian Wealth Enterprises
Texas
$1.3M -$77.2K -589 -6%
BCV
607
Banque Cantonale Vaudoise
Switzerland
$1.29M -$226K -1,727 -16%
PMG
608
ProVise Management Group
Florida
$1.29M – – –
EWM
609
Evergreen Wealth Management
Michigan
$1.28M +$18.1K +138 +2%
HI
610
Horizon Investments
North Carolina
$1.28M -$47.4K -362 -4%
MMPW
611
Mitchell McLeod Pugh & Williams
Alabama
$1.28M +$15.1K +115 +1%
ARG
612
Advisory Resource Group
Oklahoma
$1.26M – – –
TC
613
Towle & Co
Colorado
$1.26M -$261K -1,990 -18%
HT
614
Heritage Trust
Oklahoma
$1.25M +$6.94K +53 +0.6%
CW
615
Channel Wealth
California
$1.25M +$456K +3,481 +65%
MA
616
Montag & Associates
Georgia
$1.25M +$854K +6,517 +283%
LT
617
Legacy Trust
Michigan
$1.24M -$135K -1,033 -11%
FEM
618
Fulcrum Equity Management
Texas
$1.24M +$502K +3,832 +78%
GLR
619
Great Lakes Retirement
Ohio
$1.23M +$51.4K +392 +5%
DWP
620
Daymark Wealth Partners
Ohio
$1.23M – – –
GM
621
GeoWealth Management
Illinois
$1.23M +$1,000K +7,631 +725%
CS
622
Crescent Sterling
Louisiana
$1.23M -$71K -542 -6%
MWC
623
MBM Wealth Consultants
Missouri
$1.22M +$89.6K +684 +8%
TWC
624
TD Waterhouse Canada
Ontario, Canada
$1.22M -$116K -883 -9%
RBFC
625
Roman Butler Fullerton & Co
Missouri
$1.22M +$12.4K +95 +1%
23 24
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