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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
801
Brown Brothers Harriman & Co
New York
$778K +$57.9K +342 +8%
DCA
802
DSG Capital Advisors
Minnesota
$777K +$69K +407 +11%
VCS
803
Vaughan & Co Securities
New Jersey
$774K -$51.2K -302 -6%
HAG
804
HighPoint Advisor Group
Illinois
$774K -$5.93K -35 -0.7%
KCM
805
Kathmere Capital Management
Pennsylvania
$772K +$55.9K +330 +7%
MHR
806
Matthew Hamilton Rosenberg
$770K – – –
CW
807
CreativeOne Wealth
Kansas
$768K -$202K -1,195 -20%
HSA
808
HBK Sorce Advisory
Pennsylvania
$768K +$8.98K +53 +1%
CAS
809
Coppell Advisory Solutions
Texas
$762K +$1.19K +7 +0.2%
RAM
810
Ramirez Asset Management
New York
$759K – – –
PMSA
811
Patrick M. Sweeney & Associates
Illinois
$759K -$4.07K -24 -0.5%
NS
812
NBC Securities
Alabama
$757K -$23.9K -141 -3%
VIM
813
Vinva Investment Management
Australia
$751K -$895K -5,281 -54%
CPIG
814
Chicago Partners Investment Group
Illinois
$750K +$2.88K +17 +0.4%
GWAG
815
Garrett Wealth Advisory Group
Texas
$748K -$6.27K -37 -0.8%
LIM
816
Leavell Investment Management
Alabama
$747K +$58.1K +343 +8%
EHWM
817
Eads & Heald Wealth Management
Georgia
$746K -$43K -254 -5%
CFO
818
Callan Family Office
Pennsylvania
$744K +$135K +794 +21%
TFA
819
Transamerica Financial Advisors
Florida
$742K -$113K -667 -13%
EPW
820
Evolve Private Wealth
California
$740K +$770K +4,546 New
IFWM
821
Institute for Wealth Management
Colorado
$738K +$508 +3 +0.1%
GC
822
Grimes & Company
Massachusetts
$736K +$8.47K +50 +1%
TNA
823
True North Advisors
Texas
$733K +$86.9K +513 +13%
FAN
824
Financial Advisors Network
California
$731K +$10.5K +62 +1%
PCA
825
Pallas Capital Advisors
Massachusetts
$728K -$12K -71 -2%
31 32
33
34 35