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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
801
Burke & Herbert Bank & Trust
Virginia
$366K – – –
EFS
802
Essex Financial Services
Connecticut
$365K -$25.8K -313 -7%
GW
803
GW & Wade
Massachusetts
$364K -$5.28K -64 -1%
BPM
804
Bowling Portfolio Management
Ohio
$363K -$522K -6,328 -60%
ACM
805
AUA Capital Management
Pennsylvania
$363K – – –
SIC
806
Salem Investment Counselors
North Carolina
$356K +$20.5K +248 +6%
DAS
807
Dynamic Advisor Solutions
Arizona
$356K +$82.2K +996 +32%
BI
808
Bramshill Investments
Florida
$355K -$5.2K -63 -1%
ANRIA
809
American National Registered Investment Advisor
Texas
$353K – – –
RIA
810
Realta Investment Advisors
Delaware
$350K +$141K +1,713 +73%
BSW
811
Buckingham Strategic Wealth
Missouri
$347K +$335K +4,052 New
FDS
812
Freedom Day Solutions
Texas
$345K +$3.63K +44 +1%
AF
813
Advisornet Financial
Minnesota
$345K +$33.2K +402 +11%
BAM
814
Berkshire Asset Management
Pennsylvania
$342K – – –
JIM
815
Jupiter Investment Management
United Kingdom
$341K -$18M -218,178 -98%
IA
816
IndexIQ Advisors
New York
$340K -$21.9K -265 -6%
CCA
817
Checchi Capital Advisers
California
$339K -$12.7K -154 -4%
ER
818
Enlightenment Research
Florida
$338K +$396K +4,796 New
MIC
819
Means Investment Company
Maine
$336K +$495 +6 +0.1%
RGIA
820
Rainier Group Investment Advisory
Washington
$334K +$7.84K +95 +2%
NB
821
Northwest Bancshares
Pennsylvania
$333K – – –
FTC
822
Farmers Trust Company
Ohio
$332K -$28.9K -350 -8%
FWCM
823
Ferguson Wellman Capital Management
Oregon
$328K – – –
LBD
824
Landsberg Bennett & Dubbaneh
Florida
$328K +$322K +3,897 New
CG
825
Colony Group
Massachusetts
$323K -$160K -1,935 -34%
31 32
33
34 35