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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
1051
OneAscent Wealth Management
Alabama
$295K +$50.8K +383 +21%
PWG
1052
Portside Wealth Group
Utah
$295K +$11.1K +84 +4%
PW
1053
Potentia Wealth
California
$294K -$95.1K -717 -24%
AAIS
1054
ABN AMRO Investment Solutions
$294K – – –
SWM
1055
Scissortail Wealth Management
Oklahoma
$293K – – –
AIA
1056
Armor Investment Advisors
North Carolina
$292K – – –
CA
1057
Cullinan Associates
Kentucky
$291K -$162K -1,220 -36%
ACM
1058
AUA Capital Management
Pennsylvania
$290K – – –
PGWM
1059
Parisi Gray Wealth Management
New Jersey
$288K -$6.9K -52 -2%
HAS
1060
Horizon Advisory Services
New York
$288K +$8.76K +66 +3%
BEAM
1061
Baker Ellis Asset Management
Washington
$288K – – –
AFG
1062
ABLE Financial Group
Arizona
$288K +$1.59K +12 +0.6%
S
1063
Sachetta
Massachusetts
$286K -$60.6K -457 -17%
AIM
1064
Acropolis Investment Management
Missouri
$284K +$1.06K +8 +0.4%
SFG
1065
SevenBridge Financial Group
Pennsylvania
$282K -$26.5K -200 -8%
GSEP
1066
Golden State Equity Partners
California
$281K +$16.6K +125 +6%
SOS
1067
Silver Oak Securities
Tennessee
$280K -$255K -1,919 -47%
NP
1068
Nilsine Partners
Colorado
$277K +$4.51K +34 +2%
TC
1069
Trilogy Capital
California
$276K -$465K -3,507 -63%
KA
1070
KDT Advisors
New York
$275K -$74.6K -562 -21%
MWM
1071
Mattern Wealth Management
Kansas
$275K – – –
AWM
1072
Accurate Wealth Management
Florida
$275K -$54.4K -410 -14%
GWANC
1073
Guardian Wealth Advisors (North Carolina)
North Carolina
$275K +$13.4K +101 +5%
HC
1074
Hamilton Capital
Ohio
$275K +$55.5K +418 +25%
ACP
1075
Aviance Capital Partners
Florida
$274K -$6.63K -50 -2%
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