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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1526
MONECO Advisors
Connecticut
$259K +$245K +996 New
SLWA
1527
San Luis Wealth Advisors
California
$259K +$2.96K +12 +1%
VA
1528
Valmark Advisers
Ohio
$259K +$4.19K +17 +2%
GAM
1529
Gemmer Asset Management
California
$259K +$1.72K +7 +0.7%
NWA
1530
New World Advisors
Massachusetts
$256K +$242K +983 New
FFA
1531
Fi3 Financial Advisors
Indiana
$255K +$825K +3,350 +407%
VAG
1532
VisionPoint Advisory Group
Texas
$255K -$5.42K -22 -2%
WWC
1533
Waypoint Wealth Counsel
Georgia
$255K -$51K -207 -17%
SC
1534
Schubert & Co
Texas
$254K -$1.23K -5 -0.5%
SIC
1535
Sigma Investment Counselors
Michigan
$254K +$241K +977 New
GWM
1536
Grand Wealth Management
Michigan
$254K -$9.85K -40 -4%
SW
1537
SlateStone Wealth
Florida
$253K +$2.46K +10 +1%
NFG
1538
Northbridge Financial Group
Florida
$253K +$239K +971 New
CFO
1539
Cambient Family Office
Michigan
$252K +$238K +968 New
RWM
1540
RKL Wealth Management
Pennsylvania
$252K +$11.6K +47 +5%
LCWP
1541
Legacy Capital Wealth Partners
Arkansas
$251K +$1.72K +7 +0.7%
WRPWM
1542
Werba Rubin Papier Wealth Management
California
$251K +$31.3K +127 +15%
BONH
1543
Bank of New Hampshire
New Hampshire
$251K – – –
NWM
1544
Northwest Wealth Management
Iowa
$250K +$13.3K +54 +6%
MC
1545
Middleton & Co
Massachusetts
$250K -$12.3K -50 -5%
BIM
1546
Baldwin Investment Management
Pennsylvania
$250K – – –
HAIM
1547
Hunter Associates Investment Management
Pennsylvania
$250K +$1.23K +5 +0.5%
BWL
1548
Bogart Wealth LLC
Virginia
$250K -$55.6K -226 -19%
QC
1549
Quent Capital
New York
$250K +$42.1K +171 +22%
WIM
1550
Warwick Investment Management
Texas
$250K +$23.9K +97 +11%
60 61
62
63 64