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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
801
Institute for Wealth Management
Colorado
$531K – – –
LIM
802
Loudon Investment Management
New Hampshire
$530K – – –
FSA
803
Financial Sense Advisors
California
$529K +$3.83K +33 +0.7%
CAG
804
Csenge Advisory Group
Florida
$527K +$116K +995 +28%
IAMOG
805
Investors Asset Management of Georgia
Georgia
$526K – – –
HCM
806
Hengehold Capital Management
Ohio
$524K -$2.56K -22 -0.5%
OAM
807
Ostrum Asset Management
France
$523K +$465 +4 +0.1%
CI
808
Cigna Investments
Connecticut
$521K -$30.2K -260 -6%
ICG
809
InterOcean Capital Group
Tennessee
$521K +$24.1K +207 +5%
BSB
810
Bangor Savings Bank
Maine
$519K +$20.9K +180 +4%
OIA
811
Optimum Investment Advisors
Illinois
$519K +$23.2K +200 +5%
OLVIG
812
Oliver Lagore Vanvalin Investment Group
Michigan
$518K +$141K +1,209 +38%
SPA
813
Sherbrooke Park Advisers
New York
$516K +$93K +800 +22%
FRM
814
Fox Run Management
Connecticut
$515K +$511K +4,393 New
RWMG
815
Redwood Wealth Management Group
New Jersey
$512K +$19.5K +168 +4%
PFO
816
Pathstone Family Office
New Jersey
$510K -$99.8K -859 -17%
PF
817
Phoenix Financial
Israel
$508K +$42K +361 +9%
CM
818
Caption Management
Oklahoma
$507K +$502K +4,320 New
SA
819
Syntax Advisors
New York
$506K +$53.8K +463 +12%
VCG
820
Vantage Consulting Group
Virginia
$506K +$53.8K +463 +12%
VCM
821
Virtue Capital Management
Tennessee
$506K -$91.5K -787 -15%
HCM
822
Hollencrest Capital Management
California
$502K – – –
NAG
823
Northstar Advisory Group
New Jersey
$495K – – –
CG
824
Cutler Group
California
$493K +$349K +3,005 +250%
WPC
825
Wedmont Private Capital
Pennsylvania
$493K -$125K -1,072 -20%
31 32
33
34 35