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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
FNWA
1901
Financial Network Wealth Advisors
Utah
$10.9K +$492 +2 +5%
RDFA
1902
Ritter Daniher Financial Advisory
Ohio
$10.5K +$9.85K +40 New
KG
1903
Kilter Group
New York
$10.4K +$739 +3 +8%
CAM
1904
Costello Asset Management
Pennsylvania
$10K – – –
PWA
1905
Principia Wealth Advisory
Texas
$9.64K +$3.2K +13 +54%
DWM
1906
Dogwood Wealth Management
Kansas
$9.38K +$4.68K +19 +112%
AWA
1907
Acumen Wealth Advisors
Tennessee
$8.86K – – –
FC
1908
Financial Consulate
Maryland
$8.86K +$1.23K +5 +17%
SFS
1909
Sunrise Financial Services
Washington
$8.6K +$8.13K +33 New
MAM
1910
Marquette Asset Management
Minnesota
$8.34K – – –
HIW
1911
Holos Integrated Wealth
Pennsylvania
$8.25K – – –
MAFA
1912
MJT & Associates Financial Advisory
Minnesota
$8.07K +$7.63K +31 New
TFM
1913
TFC Financial Management
Massachusetts
$7.87K +$985 +4 +15%
CSC
1914
Caldwell Sutter Capital
California
$7.55K -$739 -3 -9%
CFG
1915
Chapman Financial Group
Hawaii
$7.55K – – –
CRI
1916
Commonwealth Retirement Investments
Virginia
$7.05K +$6.65K +27 New
RWS
1917
Retirement Wealth Solutions
Wisconsin
$7.03K +$492 +2 +8%
PCM
1918
Penserra Capital Management
California
$7K – – –
PWA
1919
Provenance Wealth Advisors
Florida
$6.77K +$6.4K +26 New
HFS
1920
Hughes Financial Services
Virginia
$6.51K +$3.45K +14 +127%
PGAM
1921
Princeton Global Asset Management
New Jersey
$5.99K -$246 -1 -4%
MWA
1922
Medallion Wealth Advisors
Connecticut
$5.99K -$108K -438 -95%
KFP
1923
Kerr Financial Planning
California
$5.96K – – –
LC
1924
Luminist Capital
Michigan
$5.73K +$5.42K +22 New
VWM
1925
Vermillion Wealth Management
Minnesota
$5.52K -$5.17K -21 -50%
75 76
77
78 79