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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
901
Private Trust Company
Ohio
$576K +$9.69K +65 +2%
EFG
902
Embree Financial Group
Illinois
$575K +$5.07K +34 +1%
NFTC
903
North Forty Two & Co
Oregon
$575K – – –
GPW
904
Gentry Private Wealth
Kansas
$572K +$4.18K +28 +0.8%
HIMC
905
Heritage Investors Management Corp
Maryland
$570K -$7.46K -50 -1%
FWM
906
Forza Wealth Management
Florida
$570K – – –
CS
907
Crescent Sterling
Louisiana
$559K -$16.1K -108 -3%
EWA
908
Exencial Wealth Advisors
Oklahoma
$557K +$35.8K +240 +8%
AA
909
Auxano Advisors
Washington
$555K +$6.26K +42 +1%
PFG
910
PAX Financial Group
Texas
$552K +$4.03K +27 +0.8%
AP
911
Appleton Partners
Massachusetts
$552K – – –
S
912
SignatureFD
Georgia
$552K -$25.4K -170 -5%
IP
913
Intellectus Partners
California
$550K -$1.26M -8,417 -72%
GCP
914
GSA Capital Partners
United Kingdom
$546K -$28K -188 -6%
CFM
915
Catalyst Funds Management
Australia
$545K +$477K +3,200 New
IFU
916
iSAM Funds (UK)
United Kingdom
$544K +$477K +3,197 New
PWM
917
Palumbo Wealth Management
New York
$540K – – –
KWA
918
Kingswood Wealth Advisors
California
$537K -$24.8K -166 -5%
HI
919
Harbour Investments
Wisconsin
$537K +$50K +335 +12%
CWM
920
Centurion Wealth Management
Virginia
$533K +$467K +3,133 New
IAN
921
Integrated Advisors Network
Texas
$533K +$165K +1,109 +55%
EW
922
Element Wealth
Mississippi
$532K +$1.79K +12 +0.4%
EHAM
923
Eagle Harbor Asset Management
Washington
$529K – – –
CAMG
924
CWA Asset Management Group
Florida
$528K -$11.2K -75 -2%
PG
925
Patten Group
Tennessee
$526K +$230K +1,539 +99%
35 36
37
38 39