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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
876
Private Trust Company
Ohio
$497K +$16.3K +128 +3%
AA
877
Auxano Advisors
Washington
$497K +$39.6K +311 +9%
VCG
878
Vantage Consulting Group
Virginia
$496K +$43.6K +343 +10%
HIMC
879
Heritage Investors Management Corp
Maryland
$494K -$63.6K -500 -12%
IFPG
880
Intrepid Financial Planning Group
Indiana
$494K +$12.7K +100 +3%
JHCP
881
Jackson Hole Capital Partners
Oklahoma
$493K – – –
HPC
882
HM Payson & Co
Maine
$492K -$39.4K -310 -8%
BBHC
883
Brown Brothers Harriman & Co
New York
$490K -$399K -3,138 -45%
CIA
884
Cladis Investment Advisory
Montana
$486K – – –
GRP
885
Global Retirement Partners
California
$486K +$48.3K +380 +11%
WC
886
Waterloo Capital
Texas
$483K +$80.3K +631 +20%
AWA
887
Arete Wealth Advisors
Illinois
$482K +$472K +3,706 New
BAM
888
Brave Asset Management
New Jersey
$482K +$636 +5 +0.1%
OWA
889
One Wealth Advisors
California
$480K +$137K +1,078 +41%
VCS
890
Vaughan & Co Securities
New Jersey
$479K -$3.18K -25 -0.7%
CGA
891
Crescent Grove Advisors
Illinois
$478K +$205K +1,614 +78%
CI
892
Cigna Investments
Connecticut
$478K -$18.1K -142 -4%
NS
893
NBC Securities
Alabama
$478K -$1.65K -13 -0.4%
GA
894
Geller Advisors
New York
$477K – – –
WA
895
WealthTrust Axiom
Pennsylvania
$474K -$20.4K -160 -4%
RDWM
896
Red Door Wealth Management
Tennessee
$472K +$63.6K +500 +16%
OIA
897
OneDigital Investment Advisors
Kansas
$472K -$844K -6,637 -65%
BWG
898
Beta Wealth Group
California
$468K +$458K +3,602 New
DILIC
899
Dai-ichi Life Insurance Company
Japan
$468K – – –
SIM
900
Stratos Investment Management
Ohio
$468K -$404K -3,172 -47%
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36
37 38