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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
726
Axxcess Wealth Management
California
$1M -$33K -195 -3%
TPBG
727
Turning Point Benefit Group
Maryland
$994K +$101K +594 +11%
CL
728
CSS LLC
Illinois
$990K +$293K +1,730 +40%
BFG
729
Berger Financial Group
Minnesota
$983K -$21K -124 -2%
RIA
730
Recurrent Investment Advisors
Texas
$982K -$885K -5,224 -46%
CCM
731
Capstone Capital Management
$980K +$1.02M +6,017 New
BFM
732
Boothbay Fund Management
New York
$979K +$553K +3,262 +119%
TA
733
Tectonic Advisors
Texas
$979K -$88.9K -525 -8%
LW
734
Linscomb Wealth
Texas
$976K -$5.59K -33 -0.5%
CAG
735
Csenge Advisory Group
Florida
$970K -$18.3K -108 -2%
CPA
736
Capital Planning Advisors
California
$959K -$78.1K -461 -7%
SB
737
Simmons Bank
Arkansas
$958K +$85K +502 +9%
FWM
738
Forteris Wealth Management
New York
$958K +$997K +5,884 New
FF
739
Friedenthal Financial
New Jersey
$954K +$993K +5,860 New
PHS
740
Pekin Hardy Strauss
Illinois
$951K -$12.7K -75 -1%
RT
741
Rockland Trust
Massachusetts
$949K -$1.19K -7 -0.1%
SAI
742
Savvy Advisors Inc
New York
$949K +$152K +899 +18%
KCM
743
Kennondale Capital Management
Virginia
$948K – – –
FFM
744
Forum Financial Management
Illinois
$947K +$4.91K +29 +0.5%
A
745
AlphaQuest
New York
$947K +$381K +2,247 +63%
DG
746
DMC Group
Alabama
$937K +$72.2K +426 +8%
LAM
747
Lewis Asset Management
California
$936K -$847 -5 -0.1%
MPWS
748
McCarter Private Wealth Services
Massachusetts
$935K +$83.4K +492 +9%
KCM
749
Kendall Capital Management
Maryland
$934K -$170K -1,005 -15%
BI
750
Ballast Inc
Kentucky
$934K -$107K -632 -10%
28 29
30
31 32