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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
BAS
751
Brown Advisory Securities
Maryland
$257K – – –
DCM
752
Dynamic Capital Management
Jersey
$256K -$182K -2,807 -43%
BA
753
BKS Advisors
Michigan
$256K -$45.7K -705 -16%
MMH
754
Menora Mivtachim Holdings
Israel
$256K – – –
FLI
755
Family Legacy Inc
South Carolina
$255K -$1.95K -30 -0.8%
EGA
756
Eagle Global Advisors
Texas
$255K +$245K +3,776 New
BLA
757
Balter Liquid Alternatives
Massachusetts
$252K +$242K +3,736 New
YMRC
758
Yorktown Management & Research Company
Virginia
$250K – – –
CWM
759
Concert Wealth Management
California
$249K -$993K -15,311 -81%
EWA
760
Exencial Wealth Advisors
Oklahoma
$247K – – –
MPWT
761
MassMutual Private Wealth & Trust
Connecticut
$246K -$6.1K -94 -3%
JCM
762
Jacobi Capital Management
Pennsylvania
$243K +$165K +2,548 +250%
FWM
763
Focused Wealth Management
New York
$242K +$13K +200 +6%
SBH
764
Segall Bryant & Hamill
Illinois
$242K +$233K +3,586 New
RBC
765
Ronald Blue & Co
Georgia
$240K +$231K +3,563 New
SCA
766
Snowden Capital Advisors
New York
$239K +$230K +3,544 New
RWA
767
River Wealth Advisors
Pennsylvania
$239K +$30.5K +470 +15%
TI
768
Telemetry Investments
New York
$236K +$227K +3,500 New
MC
769
Miles Capital
Iowa
$235K -$130 -2 -0.1%
YIA
770
YHB Investment Advisors
Connecticut
$234K – – –
OA
771
Oxbow Advisors
Texas
$233K -$130K -2,000 -37%
MNBTD
772
Moody National Bank Trust Division
Texas
$232K – – –
BW
773
Bison Wealth
Georgia
$231K +$6.29K +97 +3%
AIP
774
Ahrens Investment Partners
Louisiana
$230K -$7.26K -112 -3%
CL
775
CPWM LLC
Washington
$230K +$221K +3,403 New
29 30
31
32 33