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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
926
Keudell/Morrison Wealth Management
Oregon
$403K -$3.27K -25 -0.9%
HIP
927
HUB Investment Partners
Texas
$403K -$80.7K -616 -18%
1IA
928
1620 Investment Advisors
Massachusetts
$403K -$11.8K -90 -3%
WCM
929
WealthBridge Capital Management
Ohio
$400K +$24.6K +188 +7%
WCM
930
Washburn Capital Management
Florida
$399K +$27.5K +210 +8%
TGAM
931
TBH Global Asset Management
Tennessee
$398K +$8.52K +65 +2%
VT
932
Vise Technologies
New York
$398K -$29.2K -223 -7%
AWAG
933
ARS Wealth Advisors Group
Florida
$397K – – –
UM
934
UniSuper Management
Australia
$397K – – –
PGWM
935
Parisi Gray Wealth Management
New Jersey
$391K +$48.2K +368 +15%
IPW
936
Impact Partnership Wealth
Georgia
$390K +$1.31K +10 +0.4%
AA
937
AlphaQ Advisors
Florida
$386K -$52.9K -404 -13%
GHA
938
GW Henssler & Associates
Georgia
$385K +$356K +2,718 New
BAM
939
Berkshire Asset Management
Pennsylvania
$384K -$5.89K -45 -2%
FTC
940
Farmers Trust Company
Ohio
$384K +$25.7K +196 +8%
O
941
Ossiam
France
$383K +$354K +2,702 New
VFA
942
Valeo Financial Advisors
Indiana
$383K +$354K +2,700 New
PAA
943
Peregrine Asset Advisers
Oregon
$383K +$354K +2,700 New
SFC
944
Strategic Financial Concepts
Texas
$381K +$393 +3 +0.1%
SWM
945
Spire Wealth Management
Virginia
$380K +$36.9K +282 +12%
FA
946
FDx Advisors
Illinois
$380K -$154K -1,176 -31%
AWM
947
Accel Wealth Management
Iowa
$379K +$131 +1 +0%
SWA
948
SFMG Wealth Advisors
Texas
$379K -$19.9K -152 -5%
GCM
949
Gables Capital Management
Florida
$378K – – –
PCOC
950
Power Corp of Canada
Canada
$378K – – –
36 37
38
39 40