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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
PAA
1001
Peregrine Asset Advisers
Oregon
$440K – – –
GL
1002
Gerber LLC
Ohio
$438K – – –
MBWA
1003
Marin Bay Wealth Advisors
California
$437K +$455K +2,687 New
SHFG
1004
S Harris Financial Group
Texas
$435K +$453K +2,673 New
GCM
1005
Gables Capital Management
Florida
$434K – – –
WEG
1006
World Equity Group
Illinois
$432K +$450K +2,654 New
AWM
1007
Accel Wealth Management
Iowa
$431K -$3.56K -21 -0.8%
FRA
1008
Frank Rimerman Advisors
California
$431K +$7.62K +45 +2%
IBOK
1009
Independence Bank of Kentucky
Kentucky
$431K +$1.86K +11 +0.4%
WWM
1010
Waterway Wealth Management
Texas
$428K +$446K +2,631 New
FCMT
1011
Founders Capital Management (Texas)
Texas
$428K – – –
MG
1012
Mather Group
Illinois
$428K +$15.6K +92 +4%
HI
1013
Harbour Investments
Wisconsin
$427K -$90.8K -536 -17%
PE
1014
PCM Encore
Colorado
$425K +$443K +2,612 New
SSWM
1015
Smith Salley Wealth Management
North Carolina
$424K – – –
AU
1016
AlphaGrep UK
$424K +$441K +2,602 New
EI
1017
EFG International
$423K +$441K +2,601 New
RWP
1018
RWA Wealth Partners
Massachusetts
$423K +$88.8K +524 +25%
FMP
1019
Financial Management Professionals
Texas
$420K -$678 -4 -0.2%
ACP
1020
Aviance Capital Partners
Florida
$419K – – –
IFPG
1021
Intrepid Financial Planning Group
Indiana
$419K – – –
VCP
1022
Verus Capital Partners
Arizona
$419K +$12.9K +76 +3%
MFT
1023
Moisand Fitzgerald Tamayo
Florida
$419K -$29K -171 -6%
MWM
1024
Maridea Wealth Management
New York
$417K +$11.5K +68 +3%
SWA
1025
SFMG Wealth Advisors
Texas
$417K +$23K +136 +6%
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