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Valero Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
826
Aprio Wealth Management
Georgia
$686K +$11.6K +78 +2%
DCM
827
Driehaus Capital Management
Illinois
$685K +$600K +4,024 New
IFG
828
Independent Financial Group
California
$684K -$17.4K -117 -3%
DPIM
829
Duff & Phelps Investment Management
Illinois
$684K -$25.1K -168 -4%
RA
830
Ruggaard & Associates
Ohio
$683K -$149 -1 -0%
BFA
831
Bill Few Associates
Pennsylvania
$681K +$746 +5 +0.1%
MKW
832
Mullaney, Keating & Wright
Connecticut
$681K
TNA
833
True North Advisors
Texas
$680K +$16.9K +113 +3%
CWA
834
Centennial Wealth Advisory
Michigan
$677K +$22.7K +152 +4%
CPIG
835
Chicago Partners Investment Group
Illinois
$676K -$41.8K -280 -7%
GI
836
Gradient Investments
Minnesota
$675K -$52.3K -351 -8%
NG
837
Norden Group
Utah
$674K +$5.67K +38 +1%
HAI
838
Hennessy Advisors Inc
California
$673K -$298K -2,000 -34%
RIA
839
Realta Investment Advisors
Delaware
$672K +$6.26K +42 +1%
DFA
840
Delta Financial Advisors
Louisiana
$672K +$588K +3,946 New
XT
841
XTX Topco
Cayman Islands
$668K -$4.54M -30,462 -89%
BWM
842
Biltmore Wealth Management
Arizona
$663K +$581K +3,895 New
SWM
843
Segment Wealth Management
Texas
$662K -$157K -1,056 -21%
JSW
844
Journey Strategic Wealth
New Jersey
$661K +$93.8K +629 +19%
CFG
845
Cooper Financial Group
California
$659K -$30.9K -207 -5%
MBT
846
Montecito Bank & Trust
California
$656K +$575K +3,855 New
PCA
847
Purkiss Capital Advisors
Connecticut
$656K +$130K +870 +29%
GIM
848
Goelzer Investment Management
Indiana
$654K -$1.49K -10 -0.3%
1SB
849
1ST Source Bank
Indiana
$652K +$11.3K +76 +2%
WMA
850
Wealth Management Associates
New Jersey
$651K