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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
801
Newbridge Financial Services Group
Florida
$798K -$27.7K -193 -4%
RAM
802
Ramirez Asset Management
New York
$796K – – –
LNC
803
Lincoln National Corp
Pennsylvania
$795K -$48.9K -341 -7%
MIM
804
MTM Investment Management
South Carolina
$790K – – –
VI
805
Versor Investments
New York
$785K -$459K -3,203 -41%
PMSA
806
Patrick M. Sweeney & Associates
Illinois
$785K +$23.6K +165 +4%
MLL
807
Moody Lynn & Lieberson
Massachusetts
$783K +$430 +3 +0.1%
SPG
808
Strategic Planning Group
Utah
$782K +$84.5K +590 +15%
WAM
809
WNY Asset Management
New York
$775K -$54K -377 -8%
IFWM
810
Institute for Wealth Management
Colorado
$774K +$9.31K +65 +1%
RA
811
RFG Advisory
Alabama
$774K +$323K +2,256 +99%
FCH
812
Freestone Capital Holdings
Washington
$773K +$649K +4,529 New
WA
813
Waverly Advisors
Alabama
$772K +$284K +1,979 +78%
DAS
814
Dynamic Advisor Solutions
Arizona
$772K -$75.8K -529 -10%
MC
815
Machina Capital
France
$768K -$812K -5,669 -56%
VT
816
Vise Technologies
New York
$767K +$61.8K +431 +11%
OFG
817
OmniStar Financial Group
North Carolina
$764K +$641K +4,473 New
EHAM
818
Eagle Harbor Asset Management
Washington
$761K -$12.2K -85 -2%
DF
819
Donoghue Forlines
Massachusetts
$760K -$57.7K -403 -8%
MWM
820
Moran Wealth Management
Florida
$758K +$11.3K +79 +2%
TA
821
Tectonic Advisors
Texas
$756K -$5.59K -39 -0.9%
CIA
822
Concurrent Investment Advisors
Florida
$755K -$207K -1,443 -25%
CASC
823
Coppell Advisory Solutions Corp
Texas
$753K +$632K +4,414 New
ACM
824
Argyle Capital Management
Pennsylvania
$751K – – –
PG
825
Proffitt & Goodson
Tennessee
$750K -$14.6K -102 -2%
31 32
33
34 35