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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
851
TownSquare Capital
Utah
$651K -$263K -1,762 -32%
PWM
852
PBMares Wealth Management
Virginia
$649K – – –
PG
853
Proffitt & Goodson
Tennessee
$649K -$15.7K -105 -3%
DCA
854
DSG Capital Advisors
Minnesota
$647K +$8.95K +60 +2%
ZIM
855
Zacks Investment Management
Illinois
$645K -$277K -1,859 -33%
MT
856
Midwest Trust
Kansas
$645K -$35.5K -238 -6%
HIP
857
HUB Investment Partners
Texas
$644K +$71.1K +477 +14%
CFO
858
Callan Family Office
Pennsylvania
$643K +$11.5K +77 +2%
BHBT
859
Burke & Herbert Bank & Trust
Virginia
$643K – – –
HPC
860
HM Payson & Co
Maine
$638K -$36.7K -246 -6%
PFBT
861
Parkside Financial Bank & Trust
Missouri
$637K -$21.5K -144 -4%
GI
862
GAMCO Investors
Connecticut
$633K -$31.5K -211 -5%
LDB
863
Lee, Danner & Bass
Tennessee
$633K – – –
CIC
864
Carnegie Investment Counsel
Ohio
$632K -$3.28K -22 -0.6%
SW
865
Simplicity Wealth
New Jersey
$631K -$413K -2,772 -43%
SSWM
866
Strait & Sound Wealth Management
California
$628K -$35.9K -241 -6%
JAG
867
Journey Advisory Group
Kentucky
$627K +$549K +3,680 New
PIM
868
Plato Investment Management
Australia
$624K – – –
JF
869
Jump Financial
Illinois
$622K -$3.94M -26,416 -88%
UCB
870
United Community Bank
South Carolina
$621K +$270K +1,812 +99%
PFA
871
Petra Financial Advisors
Colorado
$620K -$10.4K -70 -2%
SAG
872
SageView Advisory Group
California
$618K +$47.6K +319 +10%
EFS
873
Essex Financial Services
Connecticut
$614K -$20.7K -139 -4%
RDWM
874
Red Door Wealth Management
Tennessee
$613K -$298 -2 -0.1%
TCA
875
Transcend Capital Advisors
New Jersey
$612K +$29.2K +196 +6%
33 34
35
36 37