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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCAL
826
City Center Advisors LLC
Michigan
$674K – – –
HFM
827
Harvest Fund Management
China
$668K +$97.1K +602 +16%
S
828
SignatureFD
Georgia
$666K +$31K +192 +5%
LIM
829
Loudon Investment Management
New Hampshire
$661K – – –
GSEP
830
Golden State Equity Partners
California
$659K +$678K +4,204 New
ECA
831
Elevated Capital Advisors
Utah
$659K +$678K +4,202 New
MS
832
Maven Securities
Jersey
$658K +$377K +2,335 +125%
PWM
833
PBMares Wealth Management
Virginia
$657K +$46.8K +290 +7%
BCM
834
BluePath Capital Management
Georgia
$655K +$186K +1,153 +38%
NAG
835
Northstar Advisory Group
New Jersey
$653K – – –
1SB
836
1ST Source Bank
Indiana
$651K +$239K +1,483 +56%
CWM
837
Cornerstone Wealth Management
Missouri
$647K +$35K +217 +6%
NS
838
NBC Securities
Alabama
$644K +$41.1K +255 +7%
GWAG
839
Garrett Wealth Advisory Group
Texas
$640K +$659K +4,084 New
CFO
840
Collective Family Office
Pennsylvania
$639K +$6.13K +38 +0.9%
WWM
841
Western Wealth Management
Colorado
$639K +$645 +4 +0.1%
AAG
842
Armstrong Advisory Group
Massachusetts
$639K -$115K -715 -15%
RWMG
843
Redwood Wealth Management Group
New Jersey
$637K +$8.39K +52 +1%
SF
844
Symphony Financial
Texas
$634K -$28.2K -175 -4%
GC
845
Grimes & Company
Massachusetts
$634K +$18.6K +115 +3%
DAS
846
Diversify Advisory Services
Utah
$632K +$189K +1,174 +37%
HIP
847
HUB Investment Partners
Texas
$631K +$57.9K +359 +10%
PG
848
Proffitt & Goodson
Tennessee
$629K -$61.6K -382 -9%
RA
849
Ruggaard & Associates
Ohio
$629K – – –
MKW
850
Mullaney, Keating & Wright
Connecticut
$627K +$645K +4,000 New
32 33
34
35 36