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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
1451
Cornerstone Wealth Group
North Carolina
$291K +$8.62K +35 +3%
1CP
1452
1015 Capital Partners
Pennsylvania
$291K -$1.72K -7 -0.6%
SCM
1453
Schnieders Capital Management
California
$290K -$123K -500 -31%
FWM
1454
Focused Wealth Management
New York
$290K +$275K +1,115 New
AO
1455
Advisor OS
Illinois
$290K +$2.22K +9 +0.8%
RWB
1456
RMR Wealth Builders
New Jersey
$288K -$25.9K -105 -9%
PWP
1457
Ponta Wealth Partners
Florida
$288K +$16.7K +68 +7%
CPWM
1458
Cypress Point Wealth Management
Texas
$288K +$272K +1,104 New
RPC
1459
Rossmore Private Capital
Connecticut
$286K – – –
HCA
1460
Heck Capital Advisors
Wisconsin
$286K +$271K +1,100 New
KP
1461
Keel Point
Alabama
$286K +$20.4K +83 +8%
AA
1462
Ancora Advisors
Ohio
$286K -$127K -516 -32%
CCWM
1463
Cassaday & Co Wealth Management
Virginia
$284K +$985 +4 +0.4%
DI
1464
Diligent Investors
California
$283K – – –
CIAS
1465
Capital Investment Advisory Services
North Carolina
$282K -$2.22K -9 -0.8%
ODA
1466
One Degree Advisors
California
$282K +$258K +1,048 New
SAM
1467
Secure Asset Management
Michigan
$282K -$15.3K -62 -5%
QFA
1468
Quantum Financial Advisors
California
$282K +$4.19K +17 +2%
OIS
1469
OneAscent Investment Solutions
Alabama
$282K -$113K -460 -30%
GWM
1470
GSB Wealth Management
Connecticut
$282K – – –
CNBT
1471
Canandaigua National Bank & Trust
New York
$280K +$265K +1,075 New
SWM
1472
Shelton Wealth Management
Texas
$280K – – –
WAS
1473
Winch Advisory Services
Wisconsin
$280K -$7.39K -30 -3%
1IA
1474
1620 Investment Advisors
Massachusetts
$279K -$74.1K -301 -22%
KFA
1475
Kapstone Financial Advisors
Ohio
$278K – – –
57 58
59
60 61