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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
FMAEN1
801
Fund Management at Engine No 1
California
$653K +$58.2K +433 +10%
NFG
802
Nations Financial Group
Iowa
$650K +$1.07K +8 +0.2%
TFA
803
Transamerica Financial Advisors
Florida
$650K +$456K +3,391 +268%
SMC
804
Smith, Moore & Co
Missouri
$646K +$30.2K +225 +5%
WFC
805
Western Financial Corp
California
$643K +$619K +4,605 New
WMA
806
Wealth Management Associates
New Jersey
$642K +$157K +1,170 +34%
EFS
807
Essex Financial Services
Connecticut
$640K +$8.2K +61 +1%
GCM
808
Gallacher Capital Management
Colorado
$638K +$614K +4,572 New
PFS
809
Prospera Financial Services
Texas
$635K +$48.9K +364 +9%
IFWM
810
Institute for Wealth Management
Colorado
$632K -$8.73K -65 -1%
LIM
811
Loudon Investment Management
New Hampshire
$631K -$40.3K -300 -6%
FNC
812
First National Corp
Massachusetts
$630K -$8.33K -62 -1%
ICM
813
Islay Capital Management
Texas
$629K +$172K +1,284 +40%
EP
814
Edgestream Partners
New Jersey
$628K +$312K +2,323 +107%
HCM
815
Hengehold Capital Management
Ohio
$627K -$12.4K -92 -2%
IAMOG
816
Investors Asset Management of Georgia
Georgia
$626K – – –
MWPCG
817
Measured Wealth Private Client Group
New Hampshire
$626K +$160K +1,188 +36%
FSA
818
Financial Sense Advisors
California
$624K +$132K +982 +28%
OAM
819
Ostrum Asset Management
France
$621K +$598K +4,452 New
LOAMS
820
Lombard Odier Asset Management (Switzerland)
Switzerland
$621K +$597K +4,446 New
IP
821
Intellectus Partners
California
$618K -$20K -149 -3%
SB
822
Simmons Bank
Arkansas
$616K -$5.78K -43 -1%
RIA
823
Realta Investment Advisors
Delaware
$614K -$31.3K -233 -5%
JWCA
824
J.W. Cole Advisors
Florida
$612K +$77.2K +575 +15%
GIA
825
Gladstone Institutional Advisory
Florida
$609K -$26.2K -195 -4%
31 32
33
34 35