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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
NEGWA
901
New England Guild Wealth Advisors
Connecticut
$205K +$200K +2,420 New
OA
902
Oxbow Advisors
Texas
$204K -$165K -2,000 -45%
HS
903
HighVista Strategies
Massachusetts
$204K +$198K +2,400 New
PGA
904
Premia Global Advisors
Florida
$197K +$193K +2,331 New
RIA
905
Realta Investment Advisors
Delaware
$197K +$195K +2,357 New
CCM
906
Covington Capital Management
California
$188K – – –
PA
907
Parallel Advisors
California
$188K +$11.9K +144 +7%
HWA
908
Heritage Wealth Advisors
Virginia
$187K – – –
VCM
909
Versant Capital Management
Arizona
$186K -$12.1K -146 -6%
TCOV
910
Trust Company of Vermont
Vermont
$179K +$6.45K +78 +4%
CLOS
911
Compagnie Lombard Odier SCmA
Switzerland
$162K +$41.3K +500 +35%
QCG
912
Quadrant Capital Group
Ohio
$158K +$68.6K +830 +73%
BFC
913
Bedel Financial Consulting
Indiana
$149K – – –
FPFS
914
First Personal Financial Services
North Carolina
$147K +$3.06K +37 +2%
SMFS
915
Squar Milner Financial Services
California
$143K -$4.96K -60 -3%
LFASL
916
Lugano Financial Advisors SA (LFA)
Switzerland
$139K – – –
POIA
917
Pin Oak Investment Advisors
Texas
$138K – – –
CFGS
918
Concourse Financial Group Securities
Alabama
$136K -$118K -1,428 -47%
PWMG
919
Prestige Wealth Management Group
New Jersey
$128K -$24.2K -293 -16%
C
920
Cerebellum
California
$120K +$117K +1,414 New
VFA
921
Valeo Financial Advisors
Indiana
$117K +$9.59K +116 +9%
DSI
922
Daiwa SB Investments
Japan
$115K -$95.8K -1,160 -46%
NWM
923
Northwest Wealth Management
Iowa
$115K +$3.06K +37 +3%
AA
924
AlphaMark Advisors
Kentucky
$115K +$12.4K +150 +13%
HI
925
Human Investing
Oregon
$111K -$46.1K -558 -30%
35 36
37
38 39