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Valero Energy

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
876
Diversify Advisory Services
Utah
$1.17M +$946K +3,841 New
SWM
877
SHP Wealth Management
Massachusetts
$1.17M +$6.16K +25 +0.6%
MLL
878
Moody Lynn & Lieberson
Massachusetts
$1.17M +$6.4K +26 +0.6%
WC
879
Waterloo Capital
Texas
$1.16M -$6.89K -28 -0.6%
MWM
880
Mission Wealth Management
California
$1.16M +$372K +1,512 +51%
PFGIA
881
Patriot Financial Group Insurance Agency
Massachusetts
$1.15M -$1.63M -6,636 -60%
IFWM
882
Institute for Wealth Management
Colorado
$1.15M -$26.6K -108 -2%
HC
883
Hara Capital
Washington
$1.14M – – –
BMWS
884
Brady Martz Wealth Solutions
North Dakota
$1.14M +$2.46K +10 +0.2%
SCI
885
Silver Coast Investments
United States
$1.14M -$11.1K -45 -1%
ERSOT
886
Employees Retirement System of Texas
Texas
$1.14M – – –
VCS
887
Vaughan & Co Securities
New Jersey
$1.13M -$54.4K -221 -5%
DWM
888
Dakota Wealth Management
Florida
$1.13M -$8.06M -32,733 -88%
HFM
889
Harvest Fund Management
China
$1.13M – – –
AFP
890
Ausdal Financial Partners
Iowa
$1.13M -$69.4K -282 -6%
AWM
891
Aprio Wealth Management
Georgia
$1.13M +$18K +73 +2%
SLI
892
Sumitomo Life Insurance
Japan
$1.12M -$56.4K -229 -5%
RBC
893
Romano Brothers & Co
Illinois
$1.12M – – –
CWM
894
Cornerstone Wealth Management
Missouri
$1.12M +$168K +684 +19%
VA
895
VestGen Advisors
Illinois
$1.11M -$382K -1,551 -27%
PWM
896
Perigon Wealth Management
California
$1.1M -$116K -473 -10%
LIM
897
Loudon Investment Management
New Hampshire
$1.1M – – –
LOWM
898
Laurel Oak Wealth Management
New Jersey
$1.1M +$19.9K +81 +2%
PTC
899
Private Trust Company
Ohio
$1.09M -$27.3K -111 -3%
EFA
900
Evernest Financial Advisors
Indiana
$1.09M -$202K -820 -16%