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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1226
Ducere Wealth Management
California
$468K +$442K +1,796 New
SS
1227
SBI Securities
Japan
$467K +$188K +762 +74%
HTC
1228
Haverford Trust Company
Pennsylvania
$466K – – –
BRWA
1229
B. Riley Wealth Advisors
Florida
$465K +$60.6K +246 +16%
FA
1230
Fountainhead AM
New Jersey
$464K +$28.6K +116 +7%
AMPWP
1231
Alvarez & Marsal Private Wealth Partners
Florida
$464K -$36.2K -147 -8%
ISL
1232
Ingalls & Snyder LLC
New York
$464K – – –
GIA
1233
Guyasuta Investment Advisors
Pennsylvania
$464K +$1.23K +5 +0.3%
CA
1234
CoreCap Advisors
Michigan
$464K -$173K -701 -28%
LCM
1235
LCM Capital Management
Illinois
$464K – – –
DAS
1236
Dynamic Advisor Solutions
Arizona
$462K -$199K -807 -31%
CRC
1237
Curi RMB Capital
Illinois
$460K -$4.19K -17 -1%
RFP
1238
Root Financial Partners
California
$459K +$107K +436 +33%
PCM
1239
Polymer Capital Management
New York
$458K -$2.07M -8,406 -83%
MWM
1240
Meridian Wealth Management
Kentucky
$457K -$199K -809 -32%
FCM
1241
Fieldview Capital Management
Michigan
$456K +$48.3K +196 +13%
SWA
1242
Sax Wealth Advisors
New Jersey
$455K +$13.3K +54 +3%
KA
1243
Kozak & Associates
Colorado
$454K +$1.97K +8 +0.5%
PP
1244
Patten & Patten
Tennessee
$454K – – –
BWG
1245
Balanced Wealth Group
Ohio
$454K +$2.22K +9 +0.5%
QWP
1246
Quotient Wealth Partners
Texas
$453K -$8.13K -33 -2%
CTA
1247
Chesley Taft & Associates
Illinois
$452K +$6.89K +28 +2%
CWP
1248
Cyndeo Wealth Partners
Florida
$452K +$21.4K +87 +5%
MGIA
1249
Moneta Group Investment Advisors
Missouri
$451K -$1.23K -5 -0.3%
CIS
1250
Custom Index Systems
New York
$449K +$424K +1,724 New
48 49
50
51 52