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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
EWS
1151
Evergreen Wealth Solutions
Pennsylvania
$233K -$31.9K -220 -11%
CCA
1152
Criterion Capital Advisors
Tennessee
$232K – – –
AC
1153
Avestar Capital
New York
$232K +$1.31K +9 +0.5%
NCFG
1154
New Century Financial Group
New Jersey
$231K +$11.8K +81 +5%
UCB
1155
United Community Bank
South Carolina
$229K -$86.1K -593 -26%
LCM
1156
LCM Capital Management
Illinois
$229K -$13.9K -96 -5%
VVP
1157
Venture Visionary Partners
Ohio
$229K -$436 -3 -0.2%
9WM
1158
9258 Wealth Management
Ohio
$229K -$1.16K -8 -0.5%
BWM
1159
Bullock Wealth Management
Indiana
$228K +$11.6K +80 +5%
SSWM
1160
Smith Salley Wealth Management
North Carolina
$226K -$68K -468 -22%
CSPIA
1161
Cary Street Partners Investment Advisory
Virginia
$225K +$242K +1,666 New
MFG
1162
Magnus Financial Group
New York
$225K -$12.9K -89 -5%
BWG
1163
Balanced Wealth Group
Ohio
$224K +$1.74K +12 +0.7%
JWM
1164
Jeppson Wealth Management
California
$224K – – –
TCOT
1165
Trust Company of Toledo
Ohio
$224K – – –
SCM
1166
Schnieders Capital Management
California
$223K +$1.16K +8 +0.5%
UF
1167
Univest Financial
Pennsylvania
$222K +$239K +1,643 New
EFG
1168
Everhart Financial Group
Ohio
$222K +$40.2K +277 +20%
TWM
1169
Trueblood Wealth Management
Ohio
$222K -$15.5K -107 -6%
AAMC
1170
Asset Allocation & Management Company
Illinois
$221K – – –
AA
1171
Ancora Advisors
Ohio
$221K -$16.4K -113 -6%
SFC
1172
SYM Financial Corp
Indiana
$220K -$177K -1,222 -43%
LA
1173
Legacy Advisors
Pennsylvania
$220K +$237K +1,629 New
BCWM
1174
Bartlett & Co Wealth Management
Ohio
$220K – – –
TPCW
1175
TD Private Client Wealth
New York
$219K +$3.05K +21 +1%
45 46
47
48 49