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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1401
Pathway Financial Advisers
Indiana
$6.02K – – –
AP
1402
Aspect Partners
Virginia
$5.98K +$5.85K +46 New
AFWM
1403
Abich Financial Wealth Management
Virginia
$5.85K +$5.72K +45 New
TIM
1404
Tortoise Investment Management
New York
$5.85K +$5.72K +45 New
HWP
1405
Highline Wealth Partners
California
$5.72K -$11.1K -87 -66%
CSC
1406
Caldwell Sutter Capital
California
$5.46K – – –
BAM
1407
Byrne Asset Management
New Jersey
$5.27K -$12.7K -100 -71%
RTL
1408
Red Tortoise LLC
Georgia
$4.81K +$2.54K +20 +118%
CFFP
1409
Center for Financial Planning
Michigan
$4.68K – – –
WCM
1410
Winthrop Capital Management
Indiana
$4.62K +$4.58K +36 New
TFM
1411
TFC Financial Management
Massachusetts
$4.45K – – –
RFG
1412
RFP Financial Group
Georgia
$4.29K – – –
AWM
1413
Able Wealth Management
New Jersey
$4.25K +$4.2K +33 New
TSWM
1414
Tyler-Stone Wealth Management
Ohio
$4.03K +$3.94K +31 New
DF
1415
Dunhill Financial
United Kingdom
$4.03K +$3.94K +31 New
AW
1416
Avion Wealth
Texas
$4K -$509 -4 -13%
VNA
1417
Valley National Advisers
Pennsylvania
$4K +$2.54K +20 +167%
PCMC
1418
Planning Capital Management Corporation
Pennsylvania
$3.9K +$3.82K +30 New
TCA
1419
Trifecta Capital Advisors
Illinois
$3.77K – – –
SIS
1420
Strategic Investment Solutions
Illinois
$3.3K -$197K -1,550 -98%
B
1421
Birchbrook
Maine
$3.25K +$3.18K +25 New
CAM
1422
ClariVest Asset Management
California
$2.86K -$2.16K -17 -44%
PPWM
1423
PFG Private Wealth Management
Florida
$2.73K -$2.67K -21 -50%
CWM
1424
Cedar Wealth Management
California
$2.73K – – –
EBA
1425
Eagle Bay Advisors
New York
$2.73K – – –
55 56
57
58 59