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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
776
KCM Investment Advisors
California
$402K +$23.8K +288 +7%
DCM
777
Driehaus Capital Management
Illinois
$400K – – –
NB
778
Northwest Bancshares
Pennsylvania
$400K +$359K +4,354 New
ACM
779
AUA Capital Management
Pennsylvania
$399K – – –
ANRIA
780
American National Registered Investment Advisor
Texas
$396K – – –
GWCM
781
Godshalk Welsh Capital Management
Pennsylvania
$395K -$94.9K -1,150 -21%
BHBT
782
Burke & Herbert Bank & Trust
Virginia
$393K +$22.4K +271 +7%
VWA
783
V Wealth Advisors
Kansas
$390K -$37.1K -450 -10%
CCA
784
Checchi Capital Advisers
California
$387K -$577 -7 -0.2%
SWM
785
SeaCrest Wealth Management
New York
$386K +$347K +4,202 New
BA
786
BKS Advisors
Michigan
$385K -$10.3K -125 -3%
PA
787
Probity Advisors
Texas
$380K -$39.4K -477 -10%
OCG
788
Opus Capital Group
Ohio
$378K -$8.25K -100 -2%
TU
789
TDAM USA
Ontario, Canada
$377K -$19.3K -234 -5%
KA
790
Kovack Advisors
Florida
$377K +$339K +4,105 New
SMC
791
Smith, Moore & Co
Missouri
$372K +$1.07K +13 +0.3%
WAM
792
Wolverine Asset Management
Illinois
$371K +$333K +4,041 New
WIP
793
Wellesley Investment Partners
Massachusetts
$369K – – –
ASC
794
Atalanta Sosnoff Capital
New York
$368K +$330K +4,000 New
HCM
795
Hollencrest Capital Management
California
$366K -$6.76K -82 -2%
PCG
796
Private Capital Group
Connecticut
$366K +$16.7K +202 New
MPWT
797
MassMutual Private Wealth & Trust
Connecticut
$363K +$5.78K +70 +2%
BAM
798
Berkshire Asset Management
Pennsylvania
$361K – – –
RCAMU
799
Rothschild & Co Asset Management US
Connecticut
$360K -$13.6M -164,921 -98%
AFA
800
Aurora Financial Advisors
Massachusetts
$360K +$324K +3,924 New
30 31
32
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