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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
801
Cullen Capital Management
New York
$248K +$245K +3,170 New
PWA
802
Phoenix Wealth Advisors
North Carolina
$246K +$21.5K +277 +9%
DWT
803
Dorsey & Whitney Trust
South Dakota
$245K – – –
CIAS
804
Capital Investment Advisory Services
North Carolina
$245K +$243K +3,144 New
ACM
805
Alethea Capital Management
Washington
$244K +$242K +3,128 New
IA
806
IFP Advisors
Florida
$243K +$24.4K +315 +11%
FFS
807
Founders Financial Securities
Maryland
$242K +$240K +3,100 New
RG
808
Renaissance Group
Kentucky
$240K -$52K -671 -18%
IP
809
Intellectus Partners
California
$240K – – –
HTC
810
Haverford Trust Company
Pennsylvania
$240K +$238K +3,077 New
FAM
811
Formidable Asset Management
Ohio
$239K -$19.4K -250 -6%
TIM
812
Thornburg Investment Management
New Mexico
$239K – – –
ACM
813
AUA Capital Management
Pennsylvania
$238K – – –
DA
814
Doliver Advisors
Texas
$237K -$12.3K -159 -5%
CC
815
Cipher Capital
New York
$236K -$2.06M -26,549 -90%
AWM
816
Accel Wealth Management
Iowa
$236K -$6.35K -82 -3%
PWMAG
817
Pinnacle Wealth Management Advisory Group
New Jersey
$236K +$234K +3,020 New
PSUF
818
People's United Financial
Connecticut
$235K -$6.89K -89 -3%
EDRH
819
Edmond de Rothschild Holding
Switzerland
$234K +$232K +2,998 New
S
820
SignatureFD
Georgia
$233K +$74.5K +962 +48%
EP
821
Eudaimonia Partners
Tennessee
$233K +$112K +1,451 +95%
BJL
822
Brighton Jones LLC
Washington
$232K -$69.3K -895 -23%
SW
823
SteelPeak Wealth
California
$230K +$228K +2,949 New
BPM
824
Bowling Portfolio Management
Ohio
$229K -$1.32K -17 -0.6%
WPW
825
Waldron Private Wealth
Pennsylvania
$229K +$227K +2,937 New
31 32
33
34 35