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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
976
Congress Wealth Management
Massachusetts
$361K +$363K +2,733 New
NAMA
977
Nikko Asset Management Americas
New York
$359K – – –
CF
978
Centaurus Financial
California
$358K +$23.8K +179 +7%
TGAM
979
TBH Global Asset Management
Tennessee
$357K – – –
PAA
980
Peregrine Asset Advisers
Oregon
$357K – – –
SYBT
981
Stock Yards Bank & Trust
Kentucky
$356K -$31.6K -238 -8%
GL
982
Gerber LLC
Ohio
$356K +$357K +2,692 New
FMP
983
Financial Management Professionals
Texas
$355K +$8.36K +63 +2%
AIP
984
Arrowpoint Investment Partners
Singapore
$353K +$354K +2,670 New
GCM
985
Gables Capital Management
Florida
$352K – – –
AAA
986
American Alpha Advisors
New York
$352K +$354K +2,665 New
CG
987
Cynosure Group
Utah
$352K +$13.3K +100 +4%
IBOK
988
Independence Bank of Kentucky
Kentucky
$351K -$60.9K -459 -15%
PCFFS
989
Pacific Center for Financial Services
California
$351K – – –
HIP
990
HUB Investment Partners
Texas
$349K -$29.2K -220 -8%
MCM
991
Monument Capital Management
Virginia
$348K +$9.42K +71 +3%
FCMT
992
Founders Capital Management (Texas)
Texas
$347K – – –
PPW
993
Parcion Private Wealth
Washington
$345K +$121K +915 +54%
CAG
994
Crestwood Advisors Group
Massachusetts
$345K +$346K +2,610 New
SEIA
995
Signature Estate & Investment Advisors
California
$344K -$5.44K -41 -2%
CAM
996
Covenant Asset Management
New Jersey
$342K -$1.3M -9,831 -79%
RCAG
997
Rehmann Capital Advisory Group
Michigan
$341K +$43.3K +326 +14%
PMG
998
ProVise Management Group
Florida
$340K -$380K -2,867 -53%
IFPG
999
Intrepid Financial Planning Group
Indiana
$340K -$6.63K -50 -2%
ONST
1000
Old North State Trust
North Carolina
$339K – – –
38 39
40
41 42