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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
701
Manske Wealth Management
Texas
$862K – – –
AG
702
Ascent Group
Virginia
$857K -$52.8K -424 -6%
EIM
703
Essex Investment Management
Massachusetts
$847K – – –
IWM
704
IHT Wealth Management
Illinois
$842K -$42.6K -342 -5%
CW
705
CreativeOne Wealth
Kansas
$838K +$73.3K +588 +10%
BFG
706
Berger Financial Group
Minnesota
$834K -$872 -7 -0.1%
HCA
707
Harbor Capital Advisors
Illinois
$815K -$45.7K -367 -6%
VWM
708
VCI Wealth Management
Missouri
$814K +$110K +886 +17%
FSBI
709
Fearless Solutions (Best Invest)
Texas
$812K +$17.4K +140 +2%
LT
710
Legacy Trust
Michigan
$811K -$172K -1,377 -19%
LW
711
Linscomb Wealth
Texas
$809K -$1.37K -11 -0.2%
HAI
712
Hennessy Advisors Inc
California
$800K – – –
MM
713
MQS Management
New York
$794K -$131K -1,050 -15%
GA
714
Guerra Advisors
Florida
$788K +$113K +905 +18%
HWAM
715
Hennion & Walsh Asset Management
New Jersey
$783K -$86.6K -695 -11%
KCM
716
Kennondale Capital Management
Virginia
$783K – – –
FFM
717
Forum Financial Management
Illinois
$779K -$8.47K -68 -1%
HI
718
Horizon Investments
North Carolina
$777K +$46.7K +375 +7%
PCP
719
Perbak Capital Partners
United Kingdom
$777K +$378K +3,037 +111%
JHCP
720
Jackson Hole Capital Partners
Oklahoma
$772K +$244K +1,956 +52%
RCIM
721
Red Cedar Investment Management
Michigan
$766K – – –
BCM
722
Brookstone Capital Management
Illinois
$765K -$37.4K -300 -5%
ECA
723
Elevated Capital Advisors
Utah
$763K – – –
LAM
724
Lewis Asset Management
California
$762K +$7.6K +61 +1%
EW
725
Evoke Wealth
California
$762K +$146K +1,172 +26%
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30 31