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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
1901
TFC Financial Management
Massachusetts
$7.87K +$985 +4 +15%
CSC
1902
Caldwell Sutter Capital
California
$7.55K -$739 -3 -9%
CFG
1903
Chapman Financial Group
Hawaii
$7.55K – – –
CRI
1904
Commonwealth Retirement Investments
Virginia
$7.05K +$6.65K +27 New
RWS
1905
Retirement Wealth Solutions
Wisconsin
$7.03K +$492 +2 +8%
PCM
1906
Penserra Capital Management
California
$7K – – –
PWA
1907
Provenance Wealth Advisors
Florida
$6.77K +$6.4K +26 New
HFS
1908
Hughes Financial Services
Virginia
$6.51K +$3.45K +14 +127%
PGAM
1909
Princeton Global Asset Management
New Jersey
$5.99K -$246 -1 -4%
MWA
1910
Medallion Wealth Advisors
Connecticut
$5.99K -$108K -438 -95%
KFP
1911
Kerr Financial Planning
California
$5.96K – – –
LC
1912
Luminist Capital
Michigan
$5.73K +$5.42K +22 New
VWM
1913
Vermillion Wealth Management
Minnesota
$5.52K -$5.17K -21 -50%
HIA
1914
HFM Investment Advisors
New Jersey
$5.47K +$2.71K +11 +110%
RWM
1915
RMG Wealth Management
Wisconsin
$5.28K – – –
GTAM
1916
Global Trust Asset Management
Florida
$5.21K -$142K -575 -97%
DCM
1917
Davis Capital Management
Florida
$5.21K +$1.23K +5 +33%
PS
1918
Planning Strategies
Pennsylvania
$4.95K +$4.68K +19 New
CWA
1919
Carolina Wealth Advisors
South Carolina
$4.69K – – –
RF
1920
Roxbury Financial
New Jersey
$4.69K – – –
TM
1921
Torren Management
California
$4.64K – – –
DF
1922
Dunhill Financial
United Kingdom
$4.5K -$246 -1 -6%
AP
1923
Atwood & Palmer
Missouri
$4.43K – – –
CHC
1924
City Holding Co
West Virginia
$4.17K – – –
NECFA
1925
New England Capital Financial Advisors
Connecticut
$4.16K – – –
75 76
77
78 79