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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
726
CenterStar Fund
Illinois
$158K – – –
NCMG
727
NCM Capital Management Group
North Carolina
$156K – – –
MSFP
728
Mark Sheptoff Financial Planning
Connecticut
$155K +$5.33K +84 +3%
SC
729
SRB Corp
Massachusetts
$153K +$7.62K +120 +5%
AAC
730
Asset Advisors Corp
Georgia
$150K – – –
M
731
MOTCO
Texas
$147K +$55.8K +878 +56%
NYLT
732
New York Life Trust
New York
$139K -$2.35K -37 -2%
WRM
733
Westport Resources Management
Connecticut
$138K – – –
OC
734
Oakworth Capital
Alabama
$135K – – –
TWA
735
TCI Wealth Advisors
Arizona
$135K +$102K +1,610 +253%
PAI
736
Pittenger & Anderson Inc
Nebraska
$134K -$11.7K -185 -8%
FA
737
Friess Associates
Delaware
$129K – – –
OAM
738
Orinda Asset Management
California
$121K -$13.8K -217 -10%
IWMPD
739
Integrated Wealth Management (Palm Desert)
California
$119K – – –
IA
740
IndexIQ Advisors
New York
$110K -$80K -1,259 -41%
MWP
741
MYCIO Wealth Partners
Pennsylvania
$108K – – –
MCM
742
Manchester Capital Management
Vermont
$107K – – –
SGC
743
South Georgia Capital
Illinois
$96K +$102K +1,600 New
KT
744
Kanaly Trust
Texas
$95K – – –
SAMC
745
Shinko Asset Management Company
Japan
$89K – – –
SSB
746
Sandy Spring Bank
Maryland
$86K -$42.5K -670 -32%
PMFA
747
Plante Moran Financial Advisors
Michigan
$83K -$18.5K -291 -17%
AF
748
Arrow Financial
New York
$82K – – –
TWMP
749
Taylor Wealth Management Partners
Massachusetts
$80K -$12.7K -200 -13%
FHA
750
First Horizon Advisors
Tennessee
$79K +$18.5K +292 +28%
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30
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