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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1326
Regal Investment Advisors
Michigan
$327K +$273K +1,322 New
CCM
1327
Canal Capital Management
Virginia
$327K -$426K -2,065 -61%
MCM
1328
Morton Capital Management
California
$325K +$10.3K +50 +4%
SQA
1329
Simon Quick Advisors
New Jersey
$325K +$271K +1,314 New
TA
1330
TruWealth Advisors
Louisiana
$324K +$5.77K +28 +2%
CIC
1331
Crawford Investment Counsel
Georgia
$324K +$271K +1,313 New
ECM
1332
Evergreen Capital Management
Washington
$323K +$269K +1,306 New
BCA
1333
Bay Colony Advisors
Massachusetts
$322K +$7.63K +37 +3%
SC
1334
Skylands Capital
Wisconsin
$321K -$10.3K -50 -4%
FCM
1335
Fire Capital Management
California
$321K – – –
HWA
1336
HHM Wealth Advisors
Tennessee
$321K – – –
FCT
1337
First Community Trust
Iowa
$321K +$20.6K +100 +8%
PW
1338
PUREfi Wealth
Massachusetts
$317K -$4.54K -22 -2%
OA
1339
Oak Associates
Ohio
$317K +$264K +1,282 New
M
1340
MOTCO
Texas
$317K – – –
CP
1341
Canopy Partners
Ohio
$316K +$2.89K +14 +1%
MWA
1342
Martel Wealth Advisors
Washington
$315K – – –
CWM
1343
Calamos Wealth Management
Illinois
$315K +$2.06K +10 +0.8%
SW
1344
SteelPeak Wealth
California
$313K +$261K +1,267 New
C
1345
Certuity
Florida
$312K -$247K -1,198 -49%
CM
1346
Columbus Macro
Pennsylvania
$312K -$7.42K -36 -3%
LFA
1347
Legacy Financial Advisors
Kentucky
$311K +$3.3K +16 +1%
HC
1348
Hurley Capital
New York
$310K – – –
ANB
1349
Amarillo National Bank
Texas
$309K – – –
MWM
1350
Mosley Wealth Management
California
$307K +$3.92K +19 +1%
52 53
54
55 56