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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
WAAG
1226
Wealth Alliance Advisory Group
Kansas
$469K -$14K -57 -3%
KA
1227
Kercheville Advisors
Texas
$468K – – –
GIM
1228
Generali Investments Management
Slovenia
$468K -$422K -1,714 -49%
SWA
1229
SFMG Wealth Advisors
Texas
$468K +$67K +272 +18%
DWM
1230
Ducere Wealth Management
California
$468K +$442K +1,796 New
SS
1231
SBI Securities
Japan
$467K +$188K +762 +74%
HTC
1232
Haverford Trust Company
Pennsylvania
$466K – – –
BRWA
1233
B. Riley Wealth Advisors
Florida
$465K +$60.6K +246 +16%
FA
1234
Fountainhead AM
New Jersey
$464K +$28.6K +116 +7%
AMPWP
1235
Alvarez & Marsal Private Wealth Partners
Florida
$464K -$36.2K -147 -8%
ISL
1236
Ingalls & Snyder LLC
New York
$464K – – –
GIA
1237
Guyasuta Investment Advisors
Pennsylvania
$464K +$1.23K +5 +0.3%
CA
1238
CoreCap Advisors
Michigan
$464K -$173K -701 -28%
LCM
1239
LCM Capital Management
Illinois
$464K – – –
DAS
1240
Dynamic Advisor Solutions
Arizona
$462K -$199K -807 -31%
CRC
1241
Curi RMB Capital
Illinois
$460K -$4.19K -17 -1%
RFP
1242
Root Financial Partners
California
$459K +$107K +436 +33%
PCM
1243
Polymer Capital Management
New York
$458K -$2.07M -8,406 -83%
MWM
1244
Meridian Wealth Management
Kentucky
$457K -$199K -809 -32%
FCM
1245
Fieldview Capital Management
Michigan
$456K +$48.3K +196 +13%
SWA
1246
Sax Wealth Advisors
New Jersey
$455K +$13.3K +54 +3%
KA
1247
Kozak & Associates
Colorado
$454K +$1.97K +8 +0.5%
PP
1248
Patten & Patten
Tennessee
$454K – – –
BWG
1249
Balanced Wealth Group
Ohio
$454K +$2.22K +9 +0.5%
QWP
1250
Quotient Wealth Partners
Texas
$453K -$8.13K -33 -2%
48 49
50
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