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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
951
Brave Asset Management
New Jersey
$926K – – –
CWM
952
Connecticut Wealth Management
Connecticut
$924K – – –
RDWM
953
Red Door Wealth Management
Tennessee
$920K +$42.3K +172 +5%
PWM
954
Palumbo Wealth Management
New York
$917K – – –
CF
955
Carlson Financial
Oregon
$915K -$694K -2,820 -45%
PG
956
Proffitt & Goodson
Tennessee
$914K -$47.3K -192 -5%
TFA
957
Transamerica Financial Advisors
Florida
$913K -$143K -581 -14%
MMA
958
Miracle Mile Advisors
California
$906K -$733K -2,978 -46%
GFG
959
Goldstone Financial Group
Illinois
$902K -$1.23K -5 -0.1%
NAG
960
Northstar Advisory Group
New Jersey
$897K +$2.71K +11 +0.3%
NAMA
961
Nikko Asset Management Americas
New York
$896K -$14.5K -59 -2%
CFO
962
Collective Family Office
Pennsylvania
$894K -$29.1K -118 -3%
SFG
963
SageGuard Financial Group
Tennessee
$893K -$45.8K -186 -5%
PCM
964
Park Capital Management
Wisconsin
$891K +$27.3K +111 +3%
VIP
965
Vista Investment Partners
Oklahoma
$890K +$552K +2,240 +190%
WA
966
WealthTrust Axiom
Pennsylvania
$890K -$14.8K -60 -2%
SOW
967
State of Wyoming
Wyoming
$889K -$143K -581 -15%
FFS
968
Founders Financial Securities
Maryland
$888K -$50.2K -204 -6%
EFG
969
Embree Financial Group
Illinois
$881K -$28.1K -114 -3%
BCM
970
Barden Capital Management
Texas
$880K -$346K -1,405 -29%
FWM
971
Forza Wealth Management
Florida
$876K – – –
FCH
972
Freestone Capital Holdings
Washington
$876K +$114K +461 +16%
KFAS
973
Keating Financial Advisory Services
Kansas
$876K +$24.9K +101 +3%
VC
974
Vicus Capital
Pennsylvania
$872K +$147K +596 +22%
VRS
975
Virginia Retirement Systems
Virginia
$870K +$822K +3,340 New
37 38
39
40 41