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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
NWAG
1451
Net Worth Advisory Group
Utah
$292K +$276K +1,122 New
FCG
1452
Fielder Capital Group
Tennessee
$292K +$1.48K +6 +0.5%
MBTD
1453
Mechanics Bank - Trust Department
California
$291K +$20.2K +82 +8%
TCOV
1454
Trust Company of Vermont
Vermont
$291K +$275K +1,117 New
CWG
1455
Cornerstone Wealth Group
North Carolina
$291K +$8.62K +35 +3%
1CP
1456
1015 Capital Partners
Pennsylvania
$291K -$1.72K -7 -0.6%
SCM
1457
Schnieders Capital Management
California
$290K -$123K -500 -31%
FWM
1458
Focused Wealth Management
New York
$290K +$275K +1,115 New
AO
1459
Advisor OS
Illinois
$290K +$2.22K +9 +0.8%
RWB
1460
RMR Wealth Builders
New Jersey
$288K -$25.9K -105 -9%
PWP
1461
Ponta Wealth Partners
Florida
$288K +$16.7K +68 +7%
CPWM
1462
Cypress Point Wealth Management
Texas
$288K +$272K +1,104 New
RPC
1463
Rossmore Private Capital
Connecticut
$286K – – –
HCA
1464
Heck Capital Advisors
Wisconsin
$286K +$271K +1,100 New
KP
1465
Keel Point
Alabama
$286K +$20.4K +83 +8%
AA
1466
Ancora Advisors
Ohio
$286K -$127K -516 -32%
CCWM
1467
Cassaday & Co Wealth Management
Virginia
$284K +$985 +4 +0.4%
DI
1468
Diligent Investors
California
$283K – – –
CIAS
1469
Capital Investment Advisory Services
North Carolina
$282K -$2.22K -9 -0.8%
ODA
1470
One Degree Advisors
California
$282K +$258K +1,048 New
SAM
1471
Secure Asset Management
Michigan
$282K -$15.3K -62 -5%
QFA
1472
Quantum Financial Advisors
California
$282K +$4.19K +17 +2%
OIS
1473
OneAscent Investment Solutions
Alabama
$282K -$113K -460 -30%
GWM
1474
GSB Wealth Management
Connecticut
$282K – – –
CNBT
1475
Canandaigua National Bank & Trust
New York
$280K +$265K +1,075 New
57 58
59
60 61