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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
751
Clarkston Capital Partners
Michigan
$204K +$196K +2,880 New
SS
752
Simplicity Solutions
Minnesota
$204K +$197K +2,892 New
HCC
753
Hirtle Callaghan & Co
Pennsylvania
$200K – – –
EDRE
754
Edmond de Rothschild (Europe)
Luxembourg
$188K +$145K +2,124 +396%
NCMG
755
NCM Capital Management Group
North Carolina
$184K – – –
MSFP
756
Mark Sheptoff Financial Planning
Connecticut
$183K – – –
OC
757
Oakworth Capital
Alabama
$183K +$23.8K +350 +16%
VCM
758
Versant Capital Management
Arizona
$181K +$175K +2,572 New
EDRS
759
Edmond de Rothschild (Suisse)
Switzerland
$177K -$155K -2,277 -48%
AAC
760
Asset Advisors Corp
Georgia
$177K – – –
WAM
761
Wealthspire Advisors (Maryland)
Maryland
$169K +$163K +2,396 New
WRM
762
Westport Resources Management
Connecticut
$163K – – –
GLI
763
Guardian Life Insurance
New York
$162K -$42.3K -621 -21%
SSB
764
Sandy Spring Bank
Maryland
$162K +$58.3K +856 +59%
FA
765
Friess Associates
Delaware
$152K – – –
SGAM
766
Smith Group Asset Management
Texas
$150K +$144K +2,119 New
NYLT
767
New York Life Trust
New York
$143K -$19.8K -290 -13%
M
768
MOTCO
Texas
$142K -$30.4K -446 -18%
SC
769
SRB Corp
Massachusetts
$141K -$37.7K -554 -22%
SIG
770
Schooner Investment Group
Pennsylvania
$140K -$136K -2,000 -50%
JG
771
Jefferies Group
New York
$127K -$1.93M -28,329 -94%
TWA
772
TCI Wealth Advisors
Arizona
$127K -$30.9K -453 -20%
OAM
773
Orinda Asset Management
California
$127K -$14.9K -219 -11%
MCM
774
Manchester Capital Management
Vermont
$126K – – –
SEIA
775
Signature Estate & Investment Advisors
California
$125K +$120K +1,767 New
29 30
31
32 33