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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
GWCM
726
Godshalk Welsh Capital Management
Pennsylvania
$207K +$208K +3,900 New
BONST
727
Bank of Nova Scotia Trust
Ontario, Canada
$204K +$205K +3,845 New
MMH
728
Menora Mivtachim Holdings
Israel
$201K – – –
SLF
729
Sun Life Financial
Ontario, Canada
$197K -$421K -7,894 -68%
ARMT
730
Amica Retiree Medical Trust
Rhode Island
$195K +$53.4K +1,001 +37%
FANJ
731
Financial Architects (New Jersey)
New Jersey
$191K -$33.5K -629 -15%
FWM
732
Focused Wealth Management
New York
$181K -$53 -1 -0%
ST
733
Smithfield Trust
Pennsylvania
$170K – – –
MCM
734
McKinley Capital Management
Alaska
$169K +$149K +2,790 +715%
SWA
735
Sutton Wealth Advisors
Florida
$168K -$1.33K -25 -0.8%
CPP
736
Crow Point Partners
Massachusetts
$168K +$173K +3,248 New
BBHC
737
Brown Brothers Harriman & Co
New York
$163K – – –
SC
738
SRB Corp
Massachusetts
$151K +$14.9K +280 +11%
FMLI
739
Fukoku Mutual Life Insurance
Japan
$148K – – –
OC
740
Oakworth Capital
Alabama
$142K +$4.53K +85 +3%
AAC
741
Asset Advisors Corp
Georgia
$133K – – –
MSFP
742
Mark Sheptoff Financial Planning
Connecticut
$133K – – –
VCM
743
Versant Capital Management
Arizona
$132K +$587 +11 +0.4%
CPIG
744
Chicago Partners Investment Group
Illinois
$132K +$133K +2,492 New
NCMG
745
NCM Capital Management Group
North Carolina
$127K – – –
IUHSA
746
Itau Unibanco Holding S.A.
Brazil
$125K +$125K +2,350 New
SNT
747
Security National Trust
West Virginia
$124K -$800 -15 -0.6%
SSB
748
Sandy Spring Bank
Maryland
$120K -$36.8K -690 -23%
FA
749
Friess Associates
Delaware
$114K – – –
AIM
750
Acrospire Investment Management
Illinois
$111K -$5.33K -100 -5%
28 29
30
31 32