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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
LWAC
726
Laurel Wealth Advisors (California)
California
$510K -$54.5K -628 -11%
PCM
727
Prelude Capital Management
New York
$509K -$736K -8,490 -63%
MHR
728
Matthew Hamilton Rosenberg
$505K +$347 +4 +0.1%
SAM
729
Smithbridge Asset Management
Pennsylvania
$504K – – –
MIM
730
MTM Investment Management
South Carolina
$501K – – –
HCM
731
Hollencrest Capital Management
California
$499K -$45.9K -529 -10%
SRC
732
Shufro Rose & Co
New York
$498K – – –
CMI
733
Clare Market Investments
Texas
$497K +$425K +4,896 New
NICM
734
Neo Ivy Capital Management
New York
$496K +$54.3K +626 +15%
SMC
735
Smith, Moore & Co
Missouri
$494K -$3.73K -43 -0.9%
SB
736
Simmons Bank
Arkansas
$494K – – –
ATC
737
Adirondack Trust Company
New York
$492K +$167K +1,928 +66%
PCM
738
Parsons Capital Management
Rhode Island
$489K – – –
ALAM
739
Asahi Life Asset Management
Japan
$489K +$418K +4,820 New
WI
740
Wahed Invest
New York
$488K -$6.16K -71 -1%
VIA
741
Vident Investment Advisory
Georgia
$486K +$29.8K +343 +8%
VC
742
Vicus Capital
Pennsylvania
$484K -$14.4K -166 -3%
LMKC
743
L.M. Kohn & Company
Ohio
$484K +$413K +4,765 New
TWI
744
Thomas White International
Illinois
$482K – – –
DAS
745
Dynamic Advisor Solutions
Arizona
$482K +$67.7K +781 +20%
CG
746
Colony Group
Massachusetts
$480K +$410K +4,725 New
CCM
747
Coldstream Capital Management
Washington
$479K -$339K -3,905 -45%
MLL
748
Moody Lynn & Lieberson
Massachusetts
$470K +$5.99K +69 +2%
IWC
749
Integrated Wealth Concepts
Massachusetts
$467K -$102K -1,178 -20%
BAM
750
Belpointe Asset Management
Nevada
$461K +$40.3K +465 +11%
28 29
30
31 32