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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1351
Mosley Wealth Management
California
$307K +$3.92K +19 +1%
TWM
1352
Trueblood Wealth Management
Ohio
$306K +$412 +2 +0.2%
PP
1353
PFS Partners
New Jersey
$305K +$618 +3 +0.2%
MWM
1354
Mascagni Wealth Management
Mississippi
$305K +$618 +3 +0.2%
DF
1355
Daviman Financial
Indiana
$304K – – –
CC
1356
Cultivar Capital
Texas
$303K +$253K +1,228 New
BAAM
1357
Baker Avenue Asset Management
California
$303K +$253K +1,226 New
OWA
1358
One Wealth Advisors
California
$303K -$5.36K -26 -2%
OL
1359
Optas LLC
Texas
$302K +$252K +1,222 New
SSA
1360
Sierra Summit Advisors
Nevada
$301K -$7.25M -35,159 -97%
RWB
1361
RMR Wealth Builders
New Jersey
$300K +$250K +1,213 New
MFA
1362
Mayflower Financial Advisors
Massachusetts
$299K +$250K +1,212 New
KFGK
1363
Keystone Financial Group (Kentucky)
Kentucky
$299K +$250K +1,212 New
BFA
1364
Beacon Financial Advisory
Ohio
$298K +$248K +1,204 New
TIA
1365
Traphagen Investment Advisors
New Jersey
$297K +$248K +1,201 New
MWM
1366
Maridea Wealth Management
New York
$296K -$281K -1,362 -53%
WA1
1367
Wimmer Associates 1
California
$296K +$247K +1,200 New
TPI
1368
Trust Point Inc
Wisconsin
$296K +$247K +1,196 New
BCG
1369
Breakwater Capital Group
New Jersey
$294K +$246K +1,191 New
CPC
1370
Cookson Peirce & Co
Pennsylvania
$294K +$245K +1,188 New
IA
1371
Inspire Advisors
Idaho
$293K +$245K +1,188 New
WWC
1372
Waypoint Wealth Counsel
Georgia
$293K -$21.9K -106 -8%
ABC
1373
Associated Banc-Corp
Wisconsin
$293K -$107K -517 -30%
BWL
1374
Bogart Wealth LLC
Virginia
$293K +$52.4K +254 +27%
BWS
1375
Broadway Wealth Solutions
Texas
$292K +$244K +1,184 New
53 54
55
56 57