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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
926
Essex Savings Bank
Connecticut
$429K +$30.7K +241 +8%
BHBT
927
Burke & Herbert Bank & Trust
Virginia
$428K – – –
WE
928
Wealth Effects
Massachusetts
$427K +$418K +3,286 New
MIC
929
Means Investment Company
Maine
$424K -$1.15K -9 -0.3%
CM
930
Capula Management
Cayman Islands
$424K -$22.4K -176 -5%
DI
931
DFPG Investments
Utah
$418K -$101K -791 -20%
PWA
932
Phoenix Wealth Advisors
North Carolina
$417K +$2.93K +23 +0.7%
FA
933
FDx Advisors
Illinois
$416K +$66.3K +521 +19%
KPF
934
K2 Principal Fund
Ontario, Canada
$416K +$407K +3,200 New
EWA
935
Exencial Wealth Advisors
Oklahoma
$414K +$36.1K +284 +10%
SFS
936
Sharp Financial Services
Pennsylvania
$411K +$402K +3,162 New
AI
937
AdvisorShares Investments
Maryland
$409K -$4.71K -37 -1%
S
938
Sunpointe
Missouri
$407K +$398K +3,132 New
CA
939
Cullinan Associates
Kentucky
$406K – – –
PA
940
Parallel Advisors
California
$404K -$53.1K -417 -12%
CI
941
Conning Inc
Connecticut
$402K – – –
CFAM
942
Center For Asset Management
Florida
$402K -$7.13K -56 -2%
HI
943
Harbour Investments
Wisconsin
$399K -$8.14K -64 -2%
CA
944
Claro Advisors
Massachusetts
$398K +$389K +3,061 New
AA
945
AlphaQ Advisors
Florida
$398K +$42.4K +333 +12%
LSAG
946
Lake Street Advisors Group
New Hampshire
$397K +$389K +3,057 New
FCI
947
Financial Counselors Inc
Kansas
$397K +$69.6K +547 +22%
EW
948
Element Wealth
Mississippi
$396K -$1.91K -15 -0.5%
HAS
949
HBW Advisory Services
California
$395K -$2.29K -18 -0.6%
WCM
950
WealthBridge Capital Management
Ohio
$394K +$27.1K +213 +8%
36 37
38
39 40