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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
SLI
726
Sumitomo Life Insurance
Japan
$710K -$71.7K -617 -9%
CCM
727
Coldstream Capital Management
Washington
$710K -$33.2K -286 -5%
SFP
728
Sweet Financial Partners
Minnesota
$704K +$88.2K +759 +14%
MAS
729
Meeder Advisory Services
Ohio
$702K -$50.9K -438 -7%
CFG
730
Cooper Financial Group
California
$697K +$33.5K +288 +5%
LW
731
Linscomb Wealth
Texas
$696K -$232K -2,000 -25%
SOS
732
Silver Oak Securities
Tennessee
$694K +$477K +4,103 +226%
TWM
733
TriaGen Wealth Management
California
$693K +$687K +5,910 New
ATC
734
Adirondack Trust Company
New York
$693K +$16.7K +144 +3%
GW
735
GW & Wade
Massachusetts
$688K -$157K -1,349 -19%
BI
736
Ballast Inc
Kentucky
$688K +$23.5K +202 +4%
CCIA
737
Campbell & Co Investment Adviser
Maryland
$687K +$109K +939 +19%
PCS
738
Personal CFO Solutions
New Jersey
$683K -$54.7K -471 -7%
CA
739
Cornerstone Advisors
North Carolina
$680K – – –
HW
740
Hancock Whitney
Mississippi
$676K +$25.9K +223 +4%
AAG
741
Armstrong Advisory Group
Massachusetts
$675K -$1.98K -17 -0.3%
JCIA
742
Jackson Creek Investment Advisors
Colorado
$675K -$76.4K -657 -10%
MOS
743
MGO One Seven
Ohio
$664K -$1.41M -12,160 -68%
CA
744
Cornerstone Advisory
Maryland
$662K +$12.8K +110 +2%
WSTAM
745
Wilbanks Smith & Thomas Asset Management
Virginia
$658K -$930 -8 -0.1%
MWPCG
746
Measured Wealth Private Client Group
New Hampshire
$654K +$127K +1,091 +24%
TF
747
TIAA FSB
Florida
$652K +$31.3K +269 +5%
CWP
748
Concord Wealth Partners
Virginia
$649K +$308K +2,650 +92%
SJIM
749
St. Johns Investment Management
Florida
$647K +$12.4K +107 +2%
DWM
750
Drive Wealth Management
Utah
$645K +$436K +3,752 +214%
28 29
30
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