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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
626
Peak Financial Advisors
Colorado
$742K +$11.8K +136 +2%
WJWM
627
Williams Jones Wealth Management
New York
$741K -$43.4K -500 -6%
HA
628
HYA Advisors
Missouri
$740K +$2.43K +28 +0.4%
BCV
629
Banque Cantonale Vaudoise
Switzerland
$739K -$26.9K -310 -4%
PFG
630
PAX Financial Group
Texas
$738K +$55.8K +643 +10%
WB
631
WesBanco Bank
West Virginia
$729K +$17.1K +197 +3%
SIM
632
Stratos Investment Management
Ohio
$726K +$40.8K +470 +7%
CCP
633
Corient Capital Partners
California
$726K +$71.9K +829 +13%
CI
634
Cigna Investments
Connecticut
$724K -$175K -2,022 -22%
LNC
635
Lincoln National Corp
Pennsylvania
$721K -$20.2K -233 -3%
WMA
636
Wealth Management Associates
New Jersey
$718K +$613K +7,069 New
ACM
637
AlphaCrest Capital Management
New York
$717K +$167K +1,929 +38%
WI
638
Wintrust Investments
Illinois
$714K -$100K -1,155 -14%
RFC
639
Regions Financial Corp
Alabama
$714K -$99.8K -1,150 -14%
CPO
640
Cerity Partners OCIO
New York
$713K -$374K -4,315 -38%
MSA
641
Marino Stram & Associates
Massachusetts
$711K +$7.63K +88 +1%
RC
642
RBF Capital
California
$704K – – –
SBH
643
Segall Bryant & Hamill
Illinois
$700K -$15.6K -180 -3%
SP
644
Symmetry Partners
Connecticut
$698K – – –
JIC
645
Johnson Investment Counsel
Ohio
$697K +$9.54K +110 +2%
WP
646
WealthSource Partners
California
$696K +$14.7K +170 +3%
FIB
647
First Interstate Bank
Montana
$693K +$592K +6,828 New
DG
648
DMC Group
Alabama
$692K -$122K -1,404 -17%
LW
649
Linscomb Wealth
Texas
$691K +$211K +2,437 +56%
GCIG
650
Grand Central Investment Group
Florida
$690K -$165K -1,905 -22%
24 25
26
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