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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1101
Everhart Financial Group
Ohio
$252K +$29.7K +238 +15%
ZF
1102
Zhang Financial
Michigan
$251K +$232K +1,864 New
BWS
1103
Broadway Wealth Solutions
Texas
$251K +$8.6K +69 +4%
PA
1104
Probity Advisors
Texas
$250K +$10.5K +84 +5%
TWM
1105
TCFG Wealth Management
California
$249K -$20.9K -168 -8%
AC
1106
Apella Capital
Connecticut
$248K -$5.36K -43 -2%
CAAS
1107
Capital Asset Advisory Services
Michigan
$247K +$223K +1,793 New
UCB
1108
United Community Bank
South Carolina
$247K -$11.1K -89 -5%
KA
1109
Kozak & Associates
Colorado
$245K +$1.62K +13 +0.8%
EBT
1110
Enterprise Bank & Trust
Massachusetts
$243K – – –
NFP
1111
Narus Financial Partners
Utah
$243K +$27.8K +223 +14%
GFG
1112
Greenberg Financial Group
Arizona
$243K +$249 +2 +0.2%
FCM
1113
Fairbanks Capital Management
California
$243K – – –
I
1114
INVST
Indiana
$242K +$1.25K +10 +0.6%
GB
1115
Goepper Burkhardt
South Carolina
$242K – – –
TCOT
1116
Trust Company of Toledo
Ohio
$242K +$10.2K +82 +5%
GITFIT
1117
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$242K +$18.7K +150 +9%
AA
1118
Ancora Advisors
Ohio
$242K -$6.85K -55 -3%
OA
1119
Oxbow Advisors
Texas
$241K – – –
LWM
1120
LongView Wealth Management
Georgia
$241K – – –
KLCM
1121
KG&L Capital Management
Louisiana
$240K -$16.3K -131 -7%
ISL
1122
Ingalls & Snyder LLC
New York
$240K – – –
GWANC
1123
Guardian Wealth Advisors (North Carolina)
North Carolina
$240K -$37K -297 -14%
WCM
1124
Washburn Capital Management
Florida
$239K -$4.36K -35 -2%
OAM
1125
Occidental Asset Management
California
$238K -$157K -1,260 -42%
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45
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