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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
OF
1651
Optimize Financial
California
$209K +$198K +804 New
SCS
1652
Sound Capital Solutions
Florida
$209K +$198K +804 New
PWAM
1653
Private Wealth Asset Management
Iowa
$209K – – –
KC
1654
Knuff & Co
California
$208K – – –
PAG
1655
Paladin Advisory Group
Iowa
$208K – – –
DCM
1656
Dudley Capital Management
Virginia
$208K +$197K +800 New
HWM
1657
HRC Wealth Management
Idaho
$208K +$197K +800 New
PFM
1658
Peak Financial Management
Massachusetts
$208K +$197K +800 New
SIA
1659
Sovereign Investment Advisors
Arizona
$208K +$197K +800 New
QC
1660
Quantessence Capital
New York
$208K -$409K -1,661 -68%
PL
1661
Plancorp LLC
Missouri
$208K +$173K +702 New
MC
1662
Matisse Capital
Oregon
$207K +$196K +796 New
DIM
1663
Delta Investment Management
California
$206K +$195K +792 New
W
1664
WPWealth
Texas
$206K +$195K +791 New
SAM
1665
Stembrook Asset Management
New Jersey
$206K +$195K +790 New
GS
1666
GTS Securities
Florida
$205K -$49K -199 -20%
SFGP
1667
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$205K +$194K +788 New
TCM
1668
Telos Capital Management
California
$205K +$194K +788 New
HFS
1669
Howard Financial Services
Texas
$205K +$194K +788 New
RPWA
1670
Regent Peak Wealth Advisors
Georgia
$205K +$194K +787 New
PCH
1671
PGIM Custom Harvest
New Jersey
$205K +$194K +787 New
TC
1672
Truvestments Capital
Florida
$205K +$59.6K +242 +44%
DBIA
1673
Dumont & Blake Investment Advisors
New Jersey
$204K -$15K -61 -7%
DC
1674
Diametric Capital
Massachusetts
$204K +$193K +783 New
CCMG
1675
Clark Capital Management Group
Pennsylvania
$204K +$193K +782 New
65 66
67
68 69