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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
1151
9258 Wealth Management
Ohio
$222K +$14.5K +114 +7%
MWM
1152
Mosley Wealth Management
California
$221K +$217K +1,703 New
CC
1153
Cannell & Co
New York
$221K +$25.4K +200 +13%
VP
1154
Verum Partners
North Carolina
$221K +$216K +1,696 New
CAL
1155
Capital Analysts LLC
Pennsylvania
$220K +$7.76K +61 +4%
AWA
1156
Arkadios Wealth Advisors
Georgia
$220K +$10.3K +81 +5%
MG
1157
Marex Group
$219K +$215K +1,688 New
CC
1158
Cipher Capital
New York
$219K -$106K -831 -33%
EWM
1159
EPG Wealth Management
Georgia
$218K -$1.27K -10 -0.6%
RRCM
1160
Rappaport Reiches Capital Management
Illinois
$216K +$509 +4 +0.2%
ARC
1161
Advisor Resource Council
Texas
$215K +$211K +1,658 New
FBFS
1162
First Business Financial Services
Wisconsin
$215K -$1.4K -11 -0.7%
ACI
1163
Alpha Cubed Investments
California
$214K +$209K +1,644 New
FHB
1164
First Hawaiian Bank
Hawaii
$214K +$1.78K +14 +0.9%
MYLI
1165
Meiji Yasuda Life Insurance
Japan
$213K – – –
FNT
1166
First Nebraska Trust
Nebraska
$212K – – –
TCOT
1167
Trust Company of Toledo
Ohio
$212K -$76.6K -602 -27%
AAMC
1168
Asset Allocation & Management Company
Illinois
$212K – – –
AIM
1169
Athena Investment Management
California
$212K – – –
TSW
1170
Thompson Siegel & Walmsley
Virginia
$211K – – –
BWG
1171
Balanced Wealth Group
Ohio
$211K +$206K +1,621 New
AFG
1172
Atomi Financial Group
New York
$210K +$206K +1,618 New
WMA
1173
West Michigan Advisors
Michigan
$209K +$25.3K +199 +14%
TWM
1174
Trueblood Wealth Management
Ohio
$209K +$204K +1,606 New
PCMC
1175
Paragon Capital Management (Colorado)
Colorado
$208K -$51.9K -408 -20%
45 46
47
48 49