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Valero Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
876
Covington Capital Management
California
$166K
PCG
877
Private Capital Group
Connecticut
$164K -$31.2K -355 -14%
HWA
878
Heritage Wealth Advisors
Virginia
$164K
MCM
879
Manchester Capital Management
Vermont
$160K
PA
880
Parallel Advisors
California
$155K +$29.5K +336 +19%
TCOV
881
Trust Company of Vermont
Vermont
$152K +$15.3K +174 +9%
BAM
882
Belpointe Asset Management
Nevada
$143K -$276K -3,139 -62%
HI
883
Human Investing
Oregon
$140K +$164K +1,868 New
NFG
884
Next Financial Group
Texas
$135K +$111K +1,258 +231%
PWMG
885
Prestige Wealth Management Group
New Jersey
$135K +$158K +1,797 New
PFBT
886
Parkside Financial Bank & Trust
Missouri
$134K +$66.8K +761 +75%
BFC
887
Bedel Financial Consulting
Indiana
$132K +$4.39K +50 +3%
SMFS
888
Squar Milner Financial Services
California
$131K -$1.76K -20 -1%
ST
889
Smithfield Trust
Pennsylvania
$128K -$41.9K -477 -22%
FPFS
890
First Personal Financial Services
North Carolina
$127K
POIA
891
Pin Oak Investment Advisors
Texas
$122K -$83.5K -950 -37%
WA
892
WealthTrust-Arizona
Arizona
$120K +$176 +2 +0.1%
Carson Wealth (CWM LLC)
893
Carson Wealth (CWM LLC)
Nebraska
$120K +$18.4K +209 +15%
CA
894
Claro Advisors
Massachusetts
$119K +$92.2K +1,050 New
KCM
895
Karp Capital Management
California
$119K +$140K +1,591 New
LPWM
896
Lake Point Wealth Management
Texas
$117K +$137K +1,562 New
PG
897
Proffitt & Goodson
Tennessee
$116K -$267K -3,035 -66%
FANJ
898
Financial Architects (New Jersey)
New Jersey
$113K -$6.59K -75 -5%
PHK
899
Point72 Hong Kong
Hong Kong
$110K +$128K +1,462 New
CLOS
900
Compagnie Lombard Odier SCmA
Switzerland
$105K -$56.2K -640 -31%