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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1276
WESPAC Advisors
California
$204K +$179K +1,200 New
WA1
1277
Wimmer Associates 1
California
$204K +$179K +1,200 New
PWS
1278
Peterson Wealth Services
Utah
$204K +$232K +1,558 +137%
BFA
1279
Beacon Financial Advisory
Ohio
$203K +$178K +1,192 New
LIG
1280
Lokken Investment Group
Delaware
$203K +$178K +1,192 New
AO
1281
Advisor OS
Illinois
$203K +$177K +1,190 New
TIA
1282
Traphagen Investment Advisors
New Jersey
$201K +$176K +1,179 New
VIP
1283
Vista Investment Partners
Oklahoma
$201K +$176K +1,178 New
RWM
1284
RKL Wealth Management
Pennsylvania
$200K +$175K +1,176 New
AC
1285
AlphaCore Capital
California
$198K +$174K +1,164 New
CH
1286
Cromwell Holdings
Wyoming
$197K – – –
CVM
1287
Cheviot Value Management
California
$196K +$597 +4 +0.3%
WB
1288
Webster Bank
Connecticut
$193K – – –
SIC
1289
Salem Investment Counselors
North Carolina
$192K – – –
WAS
1290
Winch Advisory Services
Wisconsin
$189K -$21.5K -144 -12%
BTI
1291
Blue Trust Inc
Georgia
$187K +$14.6K +98 +10%
RFP
1292
Root Financial Partners
California
$185K +$162K +1,089 New
SFCL
1293
Strengthening Families & Communities LLC
Massachusetts
$183K -$6.86K -46 -4%
RBI
1294
Raiffeisen Bank International
Austria
$181K – – –
CFO
1295
CVA Family Office
Colorado
$179K -$895 -6 -0.6%
MMCM
1296
Murphy & Mullick Capital Management
New York
$174K – – –
DWA
1297
Delos Wealth Advisors
Texas
$170K – – –
USGIU
1298
U.S. Global Investors (USGI)
Texas
$170K – – –
BA
1299
BCM Advisors
Louisiana
$170K +$1.49K +10 +0.1%
BWL
1300
Bogart Wealth LLC
Virginia
$158K +$597 +4 +0.4%
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