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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
701
Mark Sheptoff Financial Planning
Connecticut
$157K – – –
SC
702
SRB Corp
Massachusetts
$152K +$143K +2,426 New
PAI
703
Pittenger & Anderson Inc
Nebraska
$151K – – –
OC
704
Oakworth Capital
Alabama
$147K – – –
NYLT
705
New York Life Trust
New York
$147K +$24.6K +417 +22%
WRM
706
Westport Resources Management
Connecticut
$144K -$127K -2,150 -48%
GLI
707
Guardian Life Insurance
New York
$140K -$1.42K -24 -1%
OAM
708
Orinda Asset Management
California
$139K +$132K +2,227 New
FA
709
Friess Associates
Delaware
$134K – – –
SSB
710
Sandy Spring Bank
Maryland
$132K +$10K +170 +9%
IWMPD
711
Integrated Wealth Management (Palm Desert)
California
$124K +$22.7K +384 +24%
MWP
712
MYCIO Wealth Partners
Pennsylvania
$113K +$47.2K +800 +80%
MCM
713
Manchester Capital Management
Vermont
$111K – – –
FANJ
714
Financial Architects (New Jersey)
New Jersey
$106K -$4.61K -78 -4%
PMFA
715
Plante Moran Financial Advisors
Michigan
$105K +$3.72K +63 +4%
TFA
716
Transamerica Financial Advisors
Florida
$101K +$15.4K +260 +19%
KT
717
Kanaly Trust
Texas
$99K +$43.5K +736 +87%
M
718
MOTCO
Texas
$98K – – –
AIM
719
Assured Investment Management
New York
$97K -$74.9K -1,268 -45%
FNBT
720
FineMark National Bank & Trust
Florida
$96K +$6.26K +106 +7%
TWMP
721
Taylor Wealth Management Partners
Massachusetts
$95K +$90.1K +1,525 New
SAMC
722
Shinko Asset Management Company
Japan
$93K -$8.03K -136 -8%
ASN
723
Advisory Services Network
Georgia
$92K +$35.6K +603 +73%
QCG
724
Quadrant Capital Group
Ohio
$92K +$88.6K +1,501 New
RGI
725
River Global Investors
United Kingdom
$89K +$20.7K +350 +32%
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