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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
RHBC
826
R.H. Bluestein & Co
Michigan
$300K – – –
JA
827
JOYN Advisors
Georgia
$298K -$10.2K -124 -3%
HH
828
Hilltop Holdings
Texas
$296K -$82.7K -1,001 -22%
BFEC
829
Benjamin F. Edwards & Company
Missouri
$296K +$18.8K +228 +7%
WA
830
WESPAC Advisors
California
$291K +$283K +3,431 New
PTC
831
Petrus Trust Company
Texas
$289K +$282K +3,407 New
BBHC
832
Brown Brothers Harriman & Co
New York
$275K -$47.3K -572 -15%
APG
833
Abacus Planning Group
South Carolina
$273K – – –
LB
834
Legacy Bridge
Iowa
$273K +$9.09K +110 +4%
OWA
835
One Wealth Advisors
California
$271K -$4.19M -50,765 -94%
SWA
836
Sutton Wealth Advisors
Florida
$270K +$496 +6 +0.2%
DAS
837
Dynamic Advisor Solutions
Arizona
$268K -$5.45K -66 -2%
NHC
838
Nicholas Hoffman & Company
Georgia
$267K -$79.8K -966 -23%
RWM
839
RKL Wealth Management
Pennsylvania
$265K -$27.1K -328 -9%
MSR
840
Main Street Research
Connecticut
$264K +$257K +3,115 New
ARMT
841
Amica Retiree Medical Trust
Rhode Island
$263K -$105K -1,268 -29%
CAM
842
Cypress Asset Management
Texas
$263K -$95.2K -1,152 -27%
CA
843
Clearstead Advisors
Ohio
$263K +$256K +3,095 New
BJL
844
Brighton Jones LLC
Washington
$263K +$256K +3,100 New
WA
845
Wealth Architects
California
$262K -$19.6K -237 -7%
BP
846
Ballentine Partners
Massachusetts
$262K -$4.88K -59 -2%
CAM
847
Claret Asset Management
Quebec, Canada
$260K -$1.65K -20 -0.6%
AIL
848
AGF Investments LLC
Ontario, Canada
$257K -$663K -8,024 -73%
PTC
849
Private Trust Company
Ohio
$257K -$74.6K -903 -23%
VAM
850
Verity Asset Management
North Carolina
$255K +$248K +3,006 New
32 33
34
35 36