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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
1126
Proficio Capital Partners
Massachusetts
$601K +$569K +2,309 New
KWM
1127
Keebeck Wealth Management
Illinois
$601K +$60.8K +247 +12%
PPWP
1128
Premier Path Wealth Partners
New Jersey
$601K +$40.4K +164 +8%
SIA
1129
Soltis Investment Advisors
Utah
$594K +$129K +525 +30%
CWM
1130
Compass Wealth Management
Connecticut
$593K +$561K +2,277 New
TCOO
1131
Trust Company of Oklahoma
Oklahoma
$593K +$4.43K +18 +0.8%
MFF
1132
Michels Family Financial
Texas
$591K +$985 +4 +0.2%
A
1133
Allianz
Germany
$591K -$263K -1,069 -32%
SWM
1134
Spire Wealth Management
Virginia
$589K +$432K +1,755 +347%
RIA
1135
Recurrent Investment Advisors
Texas
$586K – – –
OWM
1136
OneAscent Wealth Management
Alabama
$586K – – –
EDRH
1137
Edmond de Rothschild Holding
Switzerland
$584K +$552K +2,241 New
EAM
1138
Eventide Asset Management
Massachusetts
$583K -$2.44M -9,901 -82%
A
1139
Argentarii
Ohio
$582K -$31.3K -127 -7%
AIA
1140
Armor Investment Advisors
North Carolina
$578K – – –
SWM
1141
Scissortail Wealth Management
Oklahoma
$577K – – –
BEAM
1142
Baker Ellis Asset Management
Washington
$577K – – –
WAP
1143
Wealthcare Advisory Partners
Pennsylvania
$576K -$124K -504 -19%
TGAM
1144
TBH Global Asset Management
Tennessee
$575K – – –
TL
1145
Tradewinds LLC
North Carolina
$575K +$1.57M +6,369 +454%
KA
1146
Kovack Advisors
Florida
$575K +$174K +708 +49%
WI
1147
WBI Investments
New Jersey
$574K +$542K +2,202 New
VCAM
1148
Van Cleef Asset Management
Ohio
$573K – – –
VIP
1149
Viewpoint Investment Partners
Alberta, Canada
$573K +$542K +2,200 New
PFA
1150
Pure Financial Advisors
California
$572K +$122K +494 +29%
44 45
46
47 48