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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
901
One Wealth Advisors
California
$476K +$36.6K +252 +8%
EFG
902
Embree Financial Group
Illinois
$471K +$3.77K +26 +0.8%
FFA
903
Farther Finance Advisors
California
$470K +$8.86K +61 +2%
KMWM
904
Keudell/Morrison Wealth Management
Oregon
$468K +$1.6K +11 +0.3%
CIA
905
Cladis Investment Advisory
Montana
$466K – – –
VC
906
Vicus Capital
Pennsylvania
$465K -$40.8K -281 -8%
FRM
907
Fox Run Management
Connecticut
$465K +$500K +3,441 New
WA
908
WealthTrust Axiom
Pennsylvania
$464K -$15.8K -109 -3%
PTC
909
Private Trust Company
Ohio
$463K +$29.6K +204 +6%
FPAS
910
Focus Partners Advisor Solutions
Missouri
$463K +$7.99K +55 +2%
OCBCO
911
Oversea-Chinese Banking Corp (OCBC)
Singapore
$462K -$590K -4,062 -54%
CFG
912
Cooper Financial Group
California
$461K +$61.7K +425 +14%
MIC
913
Means Investment Company
Maine
$461K +$25.8K +178 +5%
BWG
914
Beta Wealth Group
California
$460K +$233K +1,603 +89%
GFG
915
Goldstone Financial Group
Illinois
$460K – – –
HIMC
916
Heritage Investors Management Corp
Maryland
$459K – – –
BW
917
Bison Wealth
Georgia
$459K +$11K +76 +2%
PIA
918
Pinion Investment Advisors
Kansas
$457K +$71.3K +491 +17%
OIA
919
Optimum Investment Advisors
Illinois
$456K -$145K -999 -23%
WC
920
Waterloo Capital
Texas
$456K -$18.3K -126 -4%
WMA
921
Wealth Management Associates
New Jersey
$452K – – –
FWM
922
Forza Wealth Management
Florida
$452K -$145 -1 -0%
CWM
923
Compass Wealth Management
Connecticut
$451K +$145K +1,000 +43%
CI
924
Cigna Investments
Connecticut
$449K -$17.7K -122 -4%
S
925
SignatureFD
Georgia
$449K -$134K -922 -22%
35 36
37
38 39