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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
901
Forza Wealth Management
Florida
$525K – – –
FAM
902
Formidable Asset Management
Ohio
$525K +$46.1K +286 +9%
VCS
903
Vaughan & Co Securities
New Jersey
$521K -$9.84K -61 -2%
GAAM
904
Guinness Atkinson Asset Management
California
$521K -$22.1K -137 -4%
PP
905
PDT Partners
New York
$520K -$34K -211 -6%
IP
906
Intellectus Partners
California
$519K -$28.1K -174 -5%
NAMA
907
Nikko Asset Management Americas
New York
$519K -$279K -1,732 -34%
ESB
908
Essex Savings Bank
Connecticut
$517K – – –
STA
909
Summit Trail Advisors
New York
$517K +$21.1K +131 +4%
MWM
910
Mission Wealth Management
California
$515K -$57.8K -358 -10%
FFM
911
Fullerton Fund Management
Singapore
$512K +$527K +3,267 New
WC
912
Wexford Capital
Florida
$510K +$525K +3,256 New
MIC
913
Means Investment Company
Maine
$507K +$645 +4 +0.1%
SYBT
914
Stock Yards Bank & Trust
Kentucky
$507K -$104K -644 -17%
SGA
915
Seaport Global Advisors
Massachusetts
$507K -$109K -678 -17%
PTC
916
Private Trust Company
Ohio
$506K -$177K -1,098 -25%
AA
917
Auxano Advisors
Washington
$505K -$9.04K -56 -2%
EI
918
Ethic Inc
New York
$503K +$157K +974 +44%
EFI
919
EHP Funds Inc
Canada
$502K +$32.3K +200 +7%
CAS
920
CTC Alternative Strategies
Illinois
$501K +$516K +3,195 New
RDWM
921
Red Door Wealth Management
Tennessee
$501K +$18.2K +113 +4%
CWP
922
Concord Wealth Partners
Virginia
$500K +$3.23K +20 +0.6%
OWA
923
One Wealth Advisors
California
$498K -$45K -279 -8%
SFG
924
Sovereign Financial Group
Connecticut
$494K +$161 +1 +0%
WIA
925
World Investment Advisors
California
$494K +$298K +1,847 +142%
35 36
37
38 39