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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
726
Ahrens Investment Partners
Louisiana
$851K -$9.27K -69 -1%
DWP
727
Daymark Wealth Partners
Ohio
$850K +$39.2K +292 +5%
I
728
INVST
Indiana
$850K -$279K -2,075 -22%
IFG
729
Independent Financial Group
California
$848K +$56K +417 +7%
GIM
730
Goelzer Investment Management
Indiana
$848K -$5.64K -42 -0.7%
BA
731
Ballew Advisors
Mississippi
$845K – – –
QPWM
732
Quadrant Private Wealth Management
Pennsylvania
$844K – – –
WSCM
733
Wellington Shields Capital Management
New York
$838K – – –
CCA
734
Checchi Capital Advisers
California
$837K +$33.6K +250 +4%
IA
735
Inspire Advisors
Idaho
$830K +$189K +1,407 +31%
TWD
736
True Wealth Design
Ohio
$822K +$781K +5,815 +8,076%
PWM
737
Perigon Wealth Management
California
$816K +$200K +1,487 +34%
ESCM
738
Echo Street Capital Management
New York
$816K +$547K +4,069 +229%
DS
739
DRW Securities
Illinois
$811K +$780K +5,806 New
RWM
740
Ritholtz Wealth Management
New York
$811K +$780K +5,806 New
CA
741
Cornerstone Advisors
North Carolina
$810K – – –
AAG
742
Armstrong Advisory Group
Massachusetts
$806K -$141K -1,047 -15%
RA
743
Rational Advisors
New York
$796K +$766K +5,705 New
BFM
744
Boothbay Fund Management
New York
$796K +$529K +3,935 +223%
PAM
745
Paradigm Asset Management
New York
$796K – – –
HBT
746
Heartland Bank & Trust
Illinois
$795K +$765K +5,692 New
GLA
747
Good Life Advisors
Pennsylvania
$792K -$37.3K -278 -5%
OPA
748
Old Port Advisors
Maine
$790K -$53.7K -400 -6%
BI
749
Ballast Inc
Kentucky
$790K -$31.2K -232 -4%
CFG
750
Cooper Financial Group
California
$789K +$97.5K +726 +15%
28 29
30
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