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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
MTIC
1301
Missouri Trust & Investment Company
Missouri
$84.7K -$161 -1 -0.2%
SC
1302
SouthState Corp
Florida
$81.5K – – –
FCAS
1303
First Command Advisory Services
Texas
$79.9K +$24.2K +150 +42%
WOSD
1304
WFA of San Diego
California
$79K +$81.3K +504 New
RFS
1305
Richardson Financial Services
Massachusetts
$77.6K +$23.4K +145 +41%
PWMG
1306
Prestige Wealth Management Group
New Jersey
$76.2K -$11.9K -74 -13%
MFS
1307
Mattson Financial Services
Michigan
$75.9K +$78.1K +484 New
KFI
1308
Key Financial Inc
Pennsylvania
$73.1K – – –
CA
1309
Crewe Advisors
Utah
$67.6K -$4.03K -25 -5%
BONH
1310
Bank of New Hampshire
New Hampshire
$67.4K +$33.1K +205 +91%
TSMHT
1311
Thurston Springer Miller Herd & Titak
Indiana
$67.1K +$69.1K +428 New
OA
1312
Operose Advisors
Wisconsin
$66.7K – – –
KFS
1313
Kelly Financial Services
Massachusetts
$66.5K +$2.26K +14 +3%
SWM
1314
Sugarloaf Wealth Management
Georgia
$65.5K – – –
GLR
1315
Great Lakes Retirement
Ohio
$64.1K -$1.41M -8,736 -96%
LWCFA
1316
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$63.3K +$12.1K +75 +21%
QPBE
1317
Quintet Private Bank (Europe)
Luxembourg
$62.8K +$645 +4 +1%
CFD
1318
Creative Financial Designs
Indiana
$62.7K – – –
PAI
1319
Pittenger & Anderson Inc
Nebraska
$62.7K – – –
BWAM
1320
Boyd Watterson Asset Management
Ohio
$59.9K – – –
SHIM
1321
Stone House Investment Management
Pennsylvania
$59.9K – – –
BFPW
1322
BOK Financial Private Wealth
Colorado
$58.8K – – –
FMII
1323
Farmers & Merchants Investments Inc
Nebraska
$55.8K -$1.29K -8 -2%
GJWM
1324
Gilliland Jeter Wealth Management
Arkansas
$55.8K +$161 +1 +0.3%
DIP
1325
DT Investment Partners
Pennsylvania
$55.6K +$5.81K +36 +11%
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