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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1526
Detalus Advisors
Missouri
$222K +$185K +897 New
WA
1527
Wealth Architects
California
$221K +$184K +894 New
SDAM
1528
Shulman DeMeo Asset Management
New York
$221K +$184K +893 New
CCA
1529
Cora Capital Advisors
New Jersey
$220K +$184K +892 New
I
1530
InceptionR
California
$220K -$1.37M -6,664 -88%
BLWM
1531
Bucket List Wealth Management
Florida
$218K +$182K +883 New
EFG
1532
Elevated Financial Group
Indiana
$218K +$182K +882 New
MA
1533
Montag & Associates
Georgia
$216K – – –
AC
1534
Addison Capital
Pennsylvania
$216K +$180K +875 New
PIA
1535
Perennial Investment Advisors
California
$216K +$180K +874 New
HC
1536
Hourglass Capital
Texas
$215K -$6.76M -32,786 -97%
MAWA
1537
Moss Adams Wealth Advisors
Washington
$214K +$179K +866 New
GWM
1538
Greenwich Wealth Management
Connecticut
$214K +$178K +865 New
DCM
1539
DGS Capital Management
New Jersey
$214K +$179K +866 New
MEAC
1540
M.E. Allison & Co
Texas
$214K +$179K +866 New
CWMS
1541
Cannon Wealth Management Services
North Carolina
$214K +$178K +865 New
JSC
1542
Jackson Square Capital
California
$213K +$178K +864 New
FCA
1543
Fortis Capital Advisors
Kansas
$213K +$178K +862 New
RW
1544
RVW Wealth
California
$213K +$178K +862 New
TC
1545
TownSquare Capital
Utah
$213K +$178K +862 New
WIM
1546
Warwick Investment Management
Texas
$213K -$85.1K -413 -32%
GWANC
1547
Guardian Wealth Advisors (North Carolina)
North Carolina
$213K -$219K -1,063 -55%
PW
1548
Potentia Wealth
California
$213K -$121K -587 -41%
IIM
1549
Ipswich Investment Management
Massachusetts
$212K +$177K +860 New
ACG
1550
Allen Capital Group
Nebraska
$212K +$177K +859 New
60 61
62
63 64