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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
NG
1526
Northstar Group
New York
$222K +$185K +899 New
GLA
1527
Great Lakes Advisors
Illinois
$222K +$185K +898 New
DA
1528
Detalus Advisors
Missouri
$222K +$185K +897 New
WA
1529
Wealth Architects
California
$221K +$184K +894 New
SDAM
1530
Shulman DeMeo Asset Management
New York
$221K +$184K +893 New
CCA
1531
Cora Capital Advisors
New Jersey
$220K +$184K +892 New
I
1532
InceptionR
California
$220K -$1.37M -6,664 -88%
BLWM
1533
Bucket List Wealth Management
Florida
$218K +$182K +883 New
EFG
1534
Elevated Financial Group
Indiana
$218K +$182K +882 New
MA
1535
Montag & Associates
Georgia
$216K – – –
AC
1536
Addison Capital
Pennsylvania
$216K +$180K +875 New
PIA
1537
Perennial Investment Advisors
California
$216K +$180K +874 New
HC
1538
Hourglass Capital
Texas
$215K -$6.76M -32,786 -97%
MAWA
1539
Moss Adams Wealth Advisors
Washington
$214K +$179K +866 New
GWM
1540
Greenwich Wealth Management
Connecticut
$214K +$178K +865 New
DCM
1541
DGS Capital Management
New Jersey
$214K +$179K +866 New
MEAC
1542
M.E. Allison & Co
Texas
$214K +$179K +866 New
CWMS
1543
Cannon Wealth Management Services
North Carolina
$214K +$178K +865 New
JSC
1544
Jackson Square Capital
California
$213K +$178K +864 New
FCA
1545
Fortis Capital Advisors
Kansas
$213K +$178K +862 New
RW
1546
RVW Wealth
California
$213K +$178K +862 New
TC
1547
TownSquare Capital
Utah
$213K +$178K +862 New
WIM
1548
Warwick Investment Management
Texas
$213K -$85.1K -413 -32%
GWANC
1549
Guardian Wealth Advisors (North Carolina)
North Carolina
$213K -$219K -1,063 -55%
PW
1550
Potentia Wealth
California
$213K -$121K -587 -41%
60 61
62
63 64