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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
OPA
651
Old Port Advisors
Maine
$690K -$3.12K -36 -0.5%
II
652
Inspire Investing
Idaho
$689K -$80.3K -926 -12%
PMA
653
Prudent Man Advisors
Illinois
$689K -$10.8K -124 -2%
FTDI
654
First Trust Direct Indexing
Massachusetts
$689K +$199K +2,293 +51%
MC
655
Moors & Cabot
Massachusetts
$688K +$102K +1,179 +21%
HW
656
Hancock Whitney
Mississippi
$687K -$8.41K -97 -1%
EGA
657
E&G Advisors
Texas
$680K – – –
GIA
658
Gladstone Institutional Advisory
Florida
$677K +$38.7K +446 +7%
SFP
659
Sweet Financial Partners
Minnesota
$675K +$87.3K +1,006 +18%
GT
660
Glenmede Trust
Pennsylvania
$672K -$229K -2,643 -28%
CWM
661
Chesapeake Wealth Management
Virginia
$671K -$11.2K -129 -2%
GSEP
662
Golden State Equity Partners
California
$668K +$570K +6,577 New
ESCM
663
Echo Street Capital Management
New York
$666K +$569K +6,557 New
IRF
664
IBM Retirement Fund
New York
$661K -$25.1K -289 -4%
VI
665
Vestcor Inc
New Brunswick, Canada
$657K +$123K +1,421 +28%
MGP
666
Metis Global Partners
California
$657K +$251K +2,898 +81%
GLA
667
Good Life Advisors
Pennsylvania
$651K +$62.5K +721 +13%
AWM
668
Altium Wealth Management
New York
$649K -$781 -9 -0.1%
1IA
669
1620 Investment Advisors
Massachusetts
$647K +$553K +6,375 New
BAS
670
Brown Advisory Securities
Maryland
$646K -$38.3K -441 -6%
SFI
671
SPC Financial Inc
Maryland
$645K – – –
FFG
672
Fortem Financial Group
California
$642K +$110K +1,267 +25%
PRC
673
Pearl River Capital
Michigan
$634K +$542K +6,243 New
PWPS
674
Pinnacle Wealth Planning Services
Ohio
$633K +$10.5K +121 +2%
LFA
675
Laraway Financial Advisors
Minnesota
$631K – – –
25 26
27
28 29