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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
976
Cladis Investment Advisory
Montana
$868K -$24.6K -100 -3%
FA
977
Fiduciary Alliance
South Carolina
$862K -$16K -65 -2%
EAM
978
Empirical Asset Management
Massachusetts
$857K -$62.3K -253 -7%
GSIAS
979
Garden State Investment Advisory Services
New Jersey
$856K +$809K +3,287 New
CIC
980
Carnegie Investment Counsel
Ohio
$854K -$55.4K -225 -6%
SGWP
981
Sun Group Wealth Partners
California
$852K -$62.5K -254 -7%
RLH
982
RD Lewis Holdings
Florida
$852K +$99.7K +405 +18%
AA
983
Auxano Advisors
Washington
$846K -$3.2K -13 -0.4%
BMO
984
Beck Mack & Oliver
New York
$844K – – –
EFS
985
Essex Financial Services
Connecticut
$841K +$8.37K +34 +1%
SAG
986
SageView Advisory Group
California
$839K -$48.5K -197 -6%
MNA
987
Manning & Napier Advisors
New York
$835K -$7.23M -29,361 -90%
PIA
988
Pinion Investment Advisors
Kansas
$834K -$47.3K -192 -6%
PA
989
Parallel Advisors
California
$834K +$86.4K +351 +12%
CWR
990
Chico Wealth RIA
California
$833K +$5.17K +21 +0.7%
HIMC
991
Heritage Investors Management Corp
Maryland
$833K – – –
NFTC
992
North Forty Two & Co
Oregon
$827K -$49.2K -200 -6%
SFO
993
Stokes Family Office
Louisiana
$825K -$739 -3 -0.1%
OC
994
Opal Capital
Florida
$822K -$8.11M -32,949 -91%
BWM
995
BankPlus Wealth Management
Mississippi
$820K -$8.86K -36 -1%
EFG
996
Everhart Financial Group
Ohio
$819K +$2.46K +10 +0.3%
MCM
997
Magnolia Capital Management
New York
$819K – – –
7WCP
998
71 West Capital Partners
Massachusetts
$819K +$249K +1,010 +47%
EIM
999
Essex Investment Management
Massachusetts
$817K – – –
IA
1000
Inspire Advisors
Idaho
$817K +$478K +1,941 +163%
38 39
40
41 42