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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
1001
Valeo Financial Advisors
Indiana
$342K -$9.16K -72 -3%
DI
1002
Diligent Investors
California
$341K – – –
NW
1003
NewEdge Wealth
Pennsylvania
$340K -$37.3K -293 -10%
SWA
1004
SFMG Wealth Advisors
Texas
$335K -$12.6K -99 -4%
EA
1005
Emerald Advisors
Washington
$334K +$8.27K +65 +3%
WA
1006
Waverly Advisors
Alabama
$331K +$324K +2,546 New
CFS
1007
Commonwealth Financial Services
West Virginia
$330K -$75.2K -591 -19%
KWMG
1008
King Wealth Management Group
Florida
$330K – – –
HH
1009
Hilltop Holdings
Texas
$327K +$509 +4 +0.2%
PCM
1010
Penserra Capital Management
California
$326K +$68.6K +539 +27%
WSC
1011
Wellington Shields & Co
New York
$325K – – –
1IA
1012
1620 Investment Advisors
Massachusetts
$322K -$46.1K -362 -13%
MFA
1013
Mayflower Financial Advisors
Massachusetts
$319K +$1.4K +11 +0.5%
BIA
1014
Benchmark Investment Advisors
Illinois
$318K -$25.2K -198 -7%
AIM
1015
Acropolis Investment Management
Missouri
$317K – – –
MMA
1016
Miracle Mile Advisors
California
$316K +$92.5K +727 +43%
AFG
1017
ABLE Financial Group
Arizona
$314K -$3.69K -29 -1%
TWA
1018
TCI Wealth Advisors
Arizona
$312K -$1.02K -8 -0.3%
PWM
1019
Purus Wealth Management
California
$311K +$2.29K +18 +0.8%
BPFA
1020
Barnes Pettey Financial Advisors
Mississippi
$311K – – –
CAMV
1021
Concord Asset Management (Virginia)
Virginia
$309K -$276K -2,167 -48%
S
1022
Sachetta
Massachusetts
$309K +$302K +2,375 New
BAAM
1023
Baker Avenue Asset Management
California
$306K +$192K +1,506 +178%
PPP
1024
Private Portfolio Partners
New Jersey
$305K -$20.5K -161 -6%
CWM
1025
Compass Wealth Management
Connecticut
$304K – – –
39 40
41
42 43