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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
926
Crestwood Advisors Group
Massachusetts
$427K +$71K +570 +22%
CWM
927
Congress Wealth Management
Massachusetts
$427K +$55.5K +445 +16%
CAMG
928
CWA Asset Management Group
Florida
$427K +$195K +1,564 +97%
WA
929
WealthTrust Axiom
Pennsylvania
$426K -$37.6K -302 -9%
BC
930
Bayforest Capital
United Kingdom
$422K -$137K -1,099 -26%
FNC
931
First National Corp
Massachusetts
$421K -$25.8K -207 -6%
EW
932
Element Wealth
Mississippi
$418K +$1.62K +13 +0.4%
EHAM
933
Eagle Harbor Asset Management
Washington
$417K -$71.4K -573 -16%
VC
934
Vicus Capital
Pennsylvania
$417K -$12.2K -98 -3%
CI
935
Cigna Investments
Connecticut
$413K -$12.1K -97 -3%
DWM
936
Daner Wealth Management
Georgia
$411K +$384K +3,078 New
MWM
937
Maridea Wealth Management
New York
$411K -$85.2K -684 -18%
SFG
938
Sovereign Financial Group
Connecticut
$410K +$997 +8 +0.3%
SCM
939
Stevens Capital Management
Pennsylvania
$408K -$80.3K -644 -18%
EWA
940
Exencial Wealth Advisors
Oklahoma
$408K +$125 +1 +0%
YWM
941
Yukon Wealth Management
Kansas
$405K +$1.62K +13 +0.4%
PWA
942
Phoenix Wealth Advisors
North Carolina
$404K -$10.1K -81 -3%
GAAM
943
Guinness Atkinson Asset Management
California
$404K – – –
ACIM
944
Azimuth Capital Investment Management
Michigan
$403K – – –
MCM
945
Magnolia Capital Management
New York
$403K – – –
PCA
946
Purkiss Capital Advisors
Connecticut
$401K +$371K +2,981 New
FFB
947
First Financial Bankshares
Texas
$396K – – –
LOAMU
948
Lombard Odier Asset Management (USA)
New York
$395K +$366K +2,941 New
WJWM
949
Williams Jones Wealth Management
New York
$395K -$668K -5,359 -65%
TCM
950
Traynor Capital Management
Pennsylvania
$394K -$57.4K -461 -14%
36 37
38
39 40