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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
801
SkyOak Wealth
Michigan
$495K +$500K +5,290 New
SC
802
SRB Corp
Massachusetts
$493K -$50.8K -538 -9%
QT
803
Quantamental Technologies
New York
$491K +$382K +4,041 +337%
OFS
804
Orrstown Financial Services
Pennsylvania
$487K -$670K -7,089 -57%
KWM
805
Keebeck Wealth Management
Illinois
$486K +$491K +5,195 New
AF
806
Advisornet Financial
Minnesota
$481K -$92.7K -981 -16%
ALAM
807
Asahi Life Asset Management
Japan
$481K +$486K +5,140 New
QCIG
808
Quad-Cities Investment Group
Iowa
$474K +$1.04K +11 +0.2%
SJIM
809
St. Johns Investment Management
Florida
$472K -$26.3K -278 -5%
MIC
810
Means Investment Company
Maine
$471K +$473 +5 +0.1%
PG
811
Pendal Group
Australia
$470K -$409K -4,324 -46%
PCP
812
Proficio Capital Partners
Massachusetts
$469K +$473K +5,003 New
WAM
813
Wealthspire Advisors (Maryland)
Maryland
$468K -$2.74K -29 -0.6%
MCAI
814
Members Capital Advisors Inc
Wisconsin
$460K +$464K +4,913 New
OFS
815
OneAscent Financial Services
Alabama
$456K +$460K +4,869 New
LOAME
816
Lombard Odier Asset Management (Europe)
United Kingdom
$454K – – –
CS
817
Capital Square
Tennessee
$453K +$457K +4,841 New
SFSIG
818
San Francisco Sentry Investment Group
California
$447K +$8.88K +94 +2%
TWI
819
Thomas White International
Illinois
$444K -$5.01K -53 -1%
CFG
820
Citizens Financial Group
Rhode Island
$442K -$28.1K -297 -6%
RIA
821
Realta Investment Advisors
Delaware
$441K +$6.05K +64 +1%
HH
822
Hilltop Holdings
Texas
$434K -$8.88K -94 -2%
BOS
823
Bingham Osborn & Scarborough
California
$433K +$26.7K +283 +7%
FCI
824
Financial Counselors Inc
Kansas
$432K -$97.8K -1,035 -18%
BFO
825
Boston Family Office
Massachusetts
$428K -$22.7K -240 -5%
31 32
33
34 35