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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
726
MAI Capital Management
Ohio
$609K -$201K -1,827 -24%
TLP
727
Trinity Legacy Partners
Texas
$603K -$22K -200 -3%
EWA
728
EverSource Wealth Advisors
Alabama
$603K +$532K +4,837 +600%
IFG
729
Independent Financial Group
California
$600K -$29.4K -267 -5%
MCA
730
Morris Capital Advisors
Pennsylvania
$599K – – –
CSA
731
Cottage Street Advisors
Massachusetts
$598K +$616K +5,600 New
VCS
732
Vaughan & Co Securities
New Jersey
$597K -$404K -3,674 -40%
GCM
733
Gibraltar Capital Management
Oklahoma
$597K +$21.1K +192 +4%
CA
734
Cornerstone Advisory
Maryland
$589K -$1.1K -10 -0.2%
WMA
735
Wealth Management Associates
New Jersey
$588K – – –
LNWWM
736
Laird Norton Wetherby Wealth Management
California
$587K -$26.6K -242 -4%
PG
737
Proffitt & Goodson
Tennessee
$587K +$3.41K +31 +0.6%
IAMOG
738
Investors Asset Management of Georgia
Georgia
$586K – – –
EGM
739
Engineers Gate Manager
New York
$584K -$336K -3,050 -36%
PG
740
Pendal Group
Australia
$580K +$368K +3,348 +161%
FM
741
Foster & Motley
Ohio
$574K -$1.98K -18 -0.3%
CCB
742
Cutter & Co Brokerage
Missouri
$569K +$18.2K +165 +3%
DAS
743
Dynamic Advisor Solutions
Arizona
$569K +$56.3K +512 +11%
ACP
744
Aviance Capital Partners
Florida
$564K -$11K -100 -2%
PCM
745
Parsons Capital Management
Rhode Island
$559K +$12.7K +115 +2%
RBC
746
Romano Brothers & Co
Illinois
$559K +$575K +5,227 New
SFP
747
Sweet Financial Partners
Minnesota
$557K -$110K -999 -16%
1IA
748
1834 Investment Advisors
Wisconsin
$556K – – –
WCM
749
Washburn Capital Management
Florida
$555K +$550 +5 +0.1%
ATC
750
Adirondack Trust Company
New York
$555K +$5.06K +46 +0.9%
28 29
30
31 32