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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1001
WealthBridge Capital Management
Ohio
$406K – – –
ACM
1002
Advisors Capital Management
New Jersey
$405K -$447 -3 -0.1%
DWT
1003
Dorsey & Whitney Trust
South Dakota
$402K -$3.73K -25 -1%
AAA
1004
American Alpha Advisors
New York
$402K -$29.7K -199 -8%
HP
1005
Holistic Planning
Texas
$402K +$1.49K +10 +0.4%
DAS
1006
Dynamic Advisor Solutions
Arizona
$402K -$14.5K -97 -4%
QFW
1007
QTR Family Wealth
Florida
$400K +$2.39K +16 +0.7%
MWM
1008
Maridea Wealth Management
New York
$399K -$83.5K -560 -18%
CWM
1009
Compass Wealth Management
Connecticut
$398K -$74.6K -500 -18%
AFWM
1010
Abich Financial Wealth Management
Virginia
$398K +$348K +2,335 New
TH
1011
TCTC Holdings
Texas
$397K – – –
RC
1012
Rovin Capital
Arizona
$397K -$2.24K -15 -0.6%
OIA
1013
Optimum Investment Advisors
Illinois
$396K – – –
VA
1014
VestGen Advisors
Illinois
$396K +$347K +2,325 New
CPBTD
1015
Central Pacific Bank - Trust Division
Hawaii
$394K -$84.1K -564 -20%
SAM
1016
Silvercrest Asset Management
New York
$393K -$4.47K -30 -1%
SFC
1017
SYM Financial Corp
Indiana
$390K -$6.71K -45 -2%
CNBOF
1018
City National Bank of Florida
Florida
$389K -$95.1K -638 -22%
PPW
1019
Parcion Private Wealth
Washington
$389K +$15.2K +102 +5%
FCH
1020
Freestone Capital Holdings
Washington
$388K -$2.68K -18 -0.8%
SF
1021
Summit Financial
New Jersey
$386K +$40.3K +270 +14%
TNBTD
1022
Trustmark National Bank Trust Department
Mississippi
$386K +$447 +3 +0.1%
MFF
1023
Michels Family Financial
Texas
$384K +$746 +5 +0.2%
GSEP
1024
Golden State Equity Partners
California
$382K +$8.65K +58 +3%
AWS
1025
Arkfeld Wealth Strategies
Nebraska
$382K +$1.79K +12 +0.5%
39 40
41
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