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Valero Energy

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
701
EverSource Wealth Advisors
Alabama
$910K +$79.3K +598 +9%
CCM
702
Coldstream Capital Management
Washington
$902K -$146K -1,100 -14%
AG
703
Ascent Group
Virginia
$898K +$145K +1,090 +19%
MFG
704
MidWestOne Financial Group
Iowa
$891K +$22K +166 +3%
MA
705
Mutual Advisors
Nebraska
$888K +$137K +1,029 +15%
TFA
706
Transamerica Financial Advisors
Florida
$887K +$706K +5,322 +383%
IWM
707
IHT Wealth Management
Illinois
$873K +$14.3K +108 +2%
PA
708
Procyon Advisors
Connecticut
$872K +$877K +6,606 New
AF
709
Allworth Financial
California
$868K +$5.84K +44 +0.6%
FC
710
FORA Capital
Florida
$866K +$870K +6,558 New
TCM
711
Twin Capital Management
Pennsylvania
$865K -$2.11M -15,874 -71%
HWAM
712
Hennion & Walsh Asset Management
New Jersey
$861K +$24K +181 +3%
Koshinski Asset Management
713
Koshinski Asset Management
Illinois
$860K +$59K +445 +7%
WA
714
Waverly Advisors
Alabama
$858K +$27.5K +207 +3%
Parallax Volatility Advisers
715
Parallax Volatility Advisers
California
$857K -$6.43M -48,435 -88%
CCB
716
Cutter & Co Brokerage
Missouri
$855K +$859K +6,477 New
MAS
717
Meeder Advisory Services
Ohio
$854K +$90K +678 +12%
BAM
718
Belpointe Asset Management
Nevada
$854K -$372K -2,805 -30%
HCA
719
Harbor Capital Advisors
Illinois
$849K +$813K +6,125 +1,995%
MWM
720
Manske Wealth Management
Texas
$847K +$24.1K +182 +3%
YIH
721
Y-Intercept (HK)
Hong Kong
$846K +$850K +6,409 New
PCS
722
Personal CFO Solutions
New Jersey
$845K -$42.6K -321 -5%
BI
723
Ballast Inc
Kentucky
$833K +$9.55K +72 +1%
EIM
724
Essex Investment Management
Massachusetts
$832K -$47.8K -360 -5%
RIL
725
Rothschild Investment LLC
Illinois
$832K +$40.9K +308 +5%