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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1151
Jeppson Wealth Management
California
$223K – – –
SIM
1152
Stratos Investment Management
Ohio
$222K +$15K +120 +8%
OAM
1153
Oak Asset Management
California
$222K -$18.2K -146 -8%
PTC
1154
Philadelphia Trust Company
Pennsylvania
$222K +$15K +120 +8%
CWP
1155
Cyndeo Wealth Partners
Florida
$221K +$205K +1,646 New
EWM
1156
EPG Wealth Management
Georgia
$221K – – –
AAMC
1157
Asset Allocation & Management Company
Illinois
$220K – – –
DMBA
1158
Deseret Mutual Benefit Administrators
Utah
$219K – – –
HNB
1159
Hilltop National Bank
Wyoming
$219K +$203K +1,628 New
VCM
1160
Versant Capital Management
Arizona
$217K -$21.2K -170 -10%
SCM
1161
Schnieders Capital Management
California
$217K -$4.11K -33 -2%
ZBNA
1162
Zions Bancorporation, National Association
Utah
$217K +$102K +821 +104%
BFC
1163
Bedel Financial Consulting
Indiana
$215K +$200K +1,601 New
SSC
1164
Syverson Strege & Co
Iowa
$215K +$200K +1,601 New
PPWP
1165
Premier Path Wealth Partners
New Jersey
$215K +$199K +1,599 New
TSW
1166
Thompson Siegel & Walmsley
Virginia
$215K – – –
NDSI
1167
Newman Dignan & Sheerar Inc
Rhode Island
$215K +$199K +1,596 New
ABC
1168
Associated Banc-Corp
Wisconsin
$214K -$8.1K -65 -4%
SWM
1169
Silverlake Wealth Management
Vermont
$213K +$249 +2 +0.1%
SMA
1170
Sage Mountain Advisors
Georgia
$213K +$197K +1,583 New
PWG
1171
Portside Wealth Group
Utah
$213K -$80.6K -647 -29%
MWM
1172
Modern Wealth Management
Kansas
$212K +$197K +1,579 New
SIA
1173
Soltis Investment Advisors
Utah
$212K +$197K +1,579 New
BP
1174
Ballentine Partners
Massachusetts
$212K -$4.99K -40 -2%
RWMG
1175
Redwood Wealth Management Group
New Jersey
$212K -$997 -8 -0.5%
45 46
47
48 49