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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1626
Stonebrook Private
Michigan
$218K +$207K +839 New
BTWM
1627
Baker Tilly Wealth Management
Wisconsin
$218K +$206K +838 New
MFGM
1628
Marshall Financial Group (Maryland)
Maryland
$218K +$206K +838 New
WBG
1629
Wharton Business Group
Pennsylvania
$217K – – –
AFAS
1630
Acorn Financial Advisory Services
Virginia
$216K +$3.69K +15 +2%
AL
1631
Aspiriant LLC
California
$216K +$204K +830 New
WSFS
1632
Wilmington Savings Fund Society
Delaware
$215K +$93.8K +381 +86%
MW
1633
MBL Wealth
North Carolina
$215K +$203K +825 New
BNA
1634
BankChampaign National Association
Illinois
$215K -$3.69K -15 -2%
WMWM
1635
Wilkins Miller Wealth Management
Alabama
$215K +$203K +824 New
RWM
1636
Reston Wealth Management
Virginia
$214K +$492 +2 +0.2%
WWM
1637
Walser Wealth Management
Florida
$214K -$246 -1 -0.1%
MAG
1638
MRA Advisory Group
New Jersey
$213K +$202K +819 New
BF
1639
bLong Financial
Tennessee
$212K – – –
ACM
1640
Avos Capital Management
Washington
$212K -$25.6K -104 -11%
UWP
1641
Uniting Wealth Partners
Kansas
$212K -$4.19K -17 -2%
AW
1642
Alteri Wealth
California
$212K +$739 +3 +0.4%
OL
1643
OneFund LLC
Florida
$211K -$6.89K -28 -3%
WF
1644
Whelan Financial
California
$211K +$200K +811 New
JCFM
1645
JBR Co Financial Management
Oklahoma
$210K +$198K +806 New
SCS
1646
Sound Capital Solutions
Florida
$209K +$198K +804 New
PWAM
1647
Private Wealth Asset Management
Iowa
$209K – – –
KC
1648
Knuff & Co
California
$208K – – –
PAG
1649
Paladin Advisory Group
Iowa
$208K – – –
DCM
1650
Dudley Capital Management
Virginia
$208K +$197K +800 New
64 65
66
67 68