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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
926
Parallel Advisors
California
$208K +$17.3K +210 +9%
SXL
927
Summit X LLC
Missouri
$208K +$200K +2,420 New
MFG
928
MidWestOne Financial Group
Iowa
$208K +$201K +2,431 New
NEGWA
929
New England Guild Wealth Advisors
Connecticut
$207K – – –
OA
930
Oxbow Advisors
Texas
$206K – – –
DY
931
Dowling & Yahnke
California
$206K +$198K +2,404 New
STMM
932
South Texas Money Management
Texas
$202K -$46.8K -567 -19%
HTC
933
Haverford Trust Company
Pennsylvania
$201K +$194K +2,347 New
WA
934
WBH Advisory
Maryland
$200K +$193K +2,343 New
CCM
935
Covington Capital Management
California
$197K +$6.44K +78 +4%
FLPIM
936
F.L. Putnam Investment Management
Massachusetts
$197K +$190K +2,306 New
QCG
937
Quadrant Capital Group
Ohio
$193K +$30.6K +371 +19%
HWA
938
Heritage Wealth Advisors
Virginia
$188K – – –
TCOV
939
Trust Company of Vermont
Vermont
$177K -$2.64K -32 -2%
PCM
940
Penserra Capital Management
California
$171K -$591K -7,154 -78%
ST
941
Smithfield Trust
Pennsylvania
$169K +$82.6K +1,000 +103%
FPFS
942
First Personal Financial Services
North Carolina
$155K +$7.18K +87 +5%
VCM
943
Versant Capital Management
Arizona
$150K -$37.2K -450 -20%
BFC
944
Bedel Financial Consulting
Indiana
$150K – – –
POIA
945
Pin Oak Investment Advisors
Texas
$144K +$4.54K +55 +3%
VFA
946
Valeo Financial Advisors
Indiana
$143K +$23.4K +283 +20%
PWMG
947
Prestige Wealth Management Group
New Jersey
$128K -$908 -11 -0.7%
GI
948
Gradient Investments
Minnesota
$127K +$120K +1,450 +3,718%
FANJ
949
Financial Architects (New Jersey)
New Jersey
$121K +$72.7K +881 +166%
CLOS
950
Compagnie Lombard Odier SCmA
Switzerland
$118K -$43.4K -526 -28%
36 37
38
39 40