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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1351
Trueblood Wealth Management
Ohio
$306K +$412 +2 +0.2%
PP
1352
PFS Partners
New Jersey
$305K +$618 +3 +0.2%
MWM
1353
Mascagni Wealth Management
Mississippi
$305K +$618 +3 +0.2%
DF
1354
Daviman Financial
Indiana
$304K – – –
CC
1355
Cultivar Capital
Texas
$303K +$253K +1,228 New
BAAM
1356
Baker Avenue Asset Management
California
$303K +$253K +1,226 New
OWA
1357
One Wealth Advisors
California
$303K -$5.36K -26 -2%
OL
1358
Optas LLC
Texas
$302K +$252K +1,222 New
SSA
1359
Sierra Summit Advisors
Nevada
$301K -$7.25M -35,159 -97%
RWB
1360
RMR Wealth Builders
New Jersey
$300K +$250K +1,213 New
MFA
1361
Mayflower Financial Advisors
Massachusetts
$299K +$250K +1,212 New
KFGK
1362
Keystone Financial Group (Kentucky)
Kentucky
$299K +$250K +1,212 New
BFA
1363
Beacon Financial Advisory
Ohio
$298K +$248K +1,204 New
TIA
1364
Traphagen Investment Advisors
New Jersey
$297K +$248K +1,201 New
MWM
1365
Maridea Wealth Management
New York
$296K -$281K -1,362 -53%
WA1
1366
Wimmer Associates 1
California
$296K +$247K +1,200 New
TPI
1367
Trust Point Inc
Wisconsin
$296K +$247K +1,196 New
BCG
1368
Breakwater Capital Group
New Jersey
$294K +$246K +1,191 New
CPC
1369
Cookson Peirce & Co
Pennsylvania
$294K +$245K +1,188 New
IA
1370
Inspire Advisors
Idaho
$293K +$245K +1,188 New
WWC
1371
Waypoint Wealth Counsel
Georgia
$293K -$21.9K -106 -8%
ABC
1372
Associated Banc-Corp
Wisconsin
$293K -$107K -517 -30%
BWL
1373
Bogart Wealth LLC
Virginia
$293K +$52.4K +254 +27%
BWS
1374
Broadway Wealth Solutions
Texas
$292K +$244K +1,184 New
GHA
1375
Granite Harbor Advisors
Texas
$292K +$243K +1,181 New
53 54
55
56 57