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Valero Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PCTC
1726
Perkins Coie Trust Company
Washington
$33.4K – – –
HIA
1727
Harbor Investment Advisory
Maryland
$33.1K +$3.5K +17 +15%
FFO
1728
Fortitude Family Office
Arizona
$32.6K -$1.65K -8 -6%
AFS
1729
AFG Fiduciary Services
Massachusetts
$32.4K – – –
BIA
1730
Bell Investment Advisors
California
$31.1K – – –
DJSG
1731
D.J. St. Germain
Massachusetts
$31.1K – – –
TWD
1732
True Wealth Design
Ohio
$30.9K +$5.98K +29 +30%
PWMG
1733
Private Wealth Management Group
New Jersey
$30.9K – – –
SA
1734
Scarborough Advisors
Maryland
$30.6K – – –
KCM
1735
Key Capital Management
Tennessee
$30.1K -$26.8K -130 -52%
TIAA Trust, National Association
1736
TIAA Trust, National Association
North Carolina
$29.6K -$790K -3,831 -97%
PWA
1737
Physician Wealth Advisors
Utah
$29.6K -$21.9K -106 -47%
GCP
1738
Gill Capital Partners
Colorado
$29.6K +$24.7K +120 New
O
1739
Ossiam
France
$29.2K -$412 -2 -2%
VWA
1740
Valued Wealth Advisors
Utah
$29K +$13.8K +67 +134%
FLP
1741
Financial Life Planners
Arizona
$27.9K +$23.3K +113 New
CFFP
1742
Center for Financial Planning
Michigan
$27.7K – – –
KAS
1743
Kemnay Advisory Services
New York
$27.4K -$2.06K -10 -8%
CPG
1744
Cornerstone Planning Group
New Jersey
$26.9K +$5.57K +27 +34%
VR
1745
Vision Retirement
New Jersey
$26.7K – – –
TGY2IT
1746
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$26.4K +$22.1K +107 New
B
1747
Bayban
Minnesota
$26.2K – – –
WA
1748
Whipplewood Advisors
Colorado
$25.9K +$21K +102 +3,400%
EC
1749
Elequin Capital
New York
$25.9K +$21.6K +105 New
IAAG
1750
Innovative Asset Advisors Group
Connecticut
$25.9K +$21.6K +105 New