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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
876
Burke & Herbert Bank & Trust
Virginia
$638K +$24.6K +145 +4%
MBT
877
Montecito Bank & Trust
California
$636K +$9.15K +54 +1%
SWM
878
Segment Wealth Management
Texas
$633K – – –
SSA
879
Schonfeld Strategic Advisors
New York
$633K -$2.06M -12,157 -76%
BWM
880
Biltmore Wealth Management
Arizona
$632K -$1.86K -11 -0.3%
PFBT
881
Parkside Financial Bank & Trust
Missouri
$630K +$21.3K +126 +3%
GIM
882
Goelzer Investment Management
Indiana
$626K – – –
DWM
883
Daner Wealth Management
Georgia
$624K +$4.74K +28 +0.9%
WMA
884
Wealth Management Associates
New Jersey
$623K – – –
CFG
885
Cooper Financial Group
California
$621K -$9.83K -58 -1%
TRCT
886
Tower Research Capital (TRC)
New York
$619K -$1.1M -6,515 -63%
AWA
887
Aaron Wealth Advisors
Illinois
$619K +$158K +930 +32%
MW
888
Marble Wealth
Alabama
$618K +$643K +3,797 New
EFS
889
Essex Financial Services
Connecticut
$618K +$32.2K +190 +5%
CAG
890
Crestwood Advisors Group
Massachusetts
$615K +$33K +195 +5%
AWM
891
Athena Wealth Management
Nevada
$615K +$640K +3,777 New
CFP
892
Catalyst Financial Partners
Massachusetts
$615K +$211K +1,247 +49%
GS
893
GTS Securities
Florida
$609K +$633K +3,739 New
GI
894
Gradient Investments
Minnesota
$608K -$38.8K -229 -6%
CF
895
Carlson Financial
Oregon
$607K +$632K +3,731 New
PG
896
Proffitt & Goodson
Tennessee
$605K -$15.8K -93 -2%
GI
897
GAMCO Investors
Connecticut
$599K -$6.61K -39 -1%
IA
898
IFP Advisors
Florida
$594K +$197K +1,164 +47%
S
899
SignatureFD
Georgia
$593K +$68.6K +405 +13%
SSWM
900
Strait & Sound Wealth Management
California
$592K -$8.13K -48 -1%
34 35
36
37 38