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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
801
Formidable Asset Management
Ohio
$193K +$173K +2,818 New
FMLI
802
Fukoku Mutual Life Insurance
Japan
$191K – – –
CPIG
803
Chicago Partners Investment Group
Illinois
$191K +$18.5K +300 +12%
IA
804
IndexIQ Advisors
New York
$185K +$82.3K +1,337 +98%
PHK
805
Point72 Hong Kong
Hong Kong
$181K +$123K +1,998 +307%
SC
806
SRB Corp
Massachusetts
$177K -$15.6K -254 -9%
MSFP
807
Mark Sheptoff Financial Planning
Connecticut
$171K – – –
AIM
808
Advantage Investment Management
Iowa
$167K +$54K +877 +56%
VCM
809
Versant Capital Management
Arizona
$163K -$6.46K -105 -4%
OC
810
Oakworth Capital
Alabama
$146K -$19.1K -310 -12%
RWA
811
Ropes Wealth Advisors
Massachusetts
$144K +$14.5K +235 +13%
TWA
812
TCI Wealth Advisors
Arizona
$143K +$18.5K +300 +17%
RPG
813
Risk Paradigm Group
Texas
$140K +$45.1K +733 +56%
NIMI
814
Natixis Investment Managers International
France
$131K -$476K -7,733 -80%
NYLT
815
New York Life Trust
New York
$131K +$14.4K +234 +14%
PMFA
816
Plante Moran Financial Advisors
Michigan
$129K – – –
CAM
817
ClariVest Asset Management
California
$126K +$113K +1,835 New
MCM
818
Manchester Capital Management
Vermont
$121K – – –
GLI
819
Guardian Life Insurance
New York
$119K -$1.78K -29 -2%
EWM
820
Evercore Wealth Management
New York
$110K -$225K -3,649 -69%
BFEC
821
Benjamin F. Edwards & Company
Missouri
$102K +$15.8K +257 +21%
RFM
822
Royal Fund Management
Florida
$101K +$91K +1,479 New
ACM
823
Americafirst Capital Management
California
$101K -$11.1K -180 -11%
IUHSA
824
Itau Unibanco Holding S.A.
Brazil
$99K -$55.4K -900 -38%
SNT
825
Security National Trust
West Virginia
$98K -$55.4K -900 -39%
31 32
33
34 35