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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1001
Townsend Asset Management
North Carolina
$217K +$219K +2,321 New
FUBT
1002
First United Bank & Trust
Maryland
$216K +$218K +2,309 New
SWA
1003
SFMG Wealth Advisors
Texas
$216K +$218K +2,311 New
CCM
1004
Covington Capital Management
California
$215K -$5.29K -56 -2%
VFA
1005
Valeo Financial Advisors
Indiana
$215K +$23.3K +247 +12%
SBSB
1006
Sullivan, Bruyette, Speros & Blaney
Virginia
$214K +$12.9K +136 +6%
BCM
1007
Brooktree Capital Management
Michigan
$213K +$215K +2,271 New
CAAS
1008
Capital Asset Advisory Services
Michigan
$213K +$236K +2,496 New
SAM
1009
Secure Asset Management
Michigan
$211K +$213K +2,251 New
PAA
1010
Peregrine Asset Advisers
Oregon
$206K -$5.29M -55,938 -96%
PHS
1011
Pekin Hardy Strauss
Illinois
$206K +$208K +2,200 New
EWM
1012
Evercore Wealth Management
New York
$205K -$878K -9,290 -81%
VAM
1013
Verity Asset Management
North Carolina
$205K -$66K -698 -24%
VFP
1014
Verus Financial Partners
Virginia
$204K +$206K +2,178 New
WA
1015
WESPAC Advisors
California
$204K +$206K +2,183 New
TCWM
1016
Total Clarity Wealth Management
Illinois
$203K +$204K +2,163 New
DI
1017
Diligent Investors
California
$203K +$205K +2,167 New
FMWA
1018
Forvis Mazars Wealth Advisors
Missouri
$203K +$205K +2,171 New
AT
1019
Arden Trust
Delaware
$202K -$34.4K -364 -14%
OA
1020
Oxbow Advisors
Texas
$202K +$204K +2,155 New
FMTC
1021
Farmers & Merchants Trust Company
California
$202K +$204K +2,162 New
POIA
1022
Pin Oak Investment Advisors
Texas
$194K +$36.2K +383 +23%
FHA
1023
Flagship Harbor Advisors
Massachusetts
$171K -$61.3K -649 -26%
BFC
1024
Bedel Financial Consulting
Indiana
$167K – – –
BBA
1025
Braun-Bostich & Associates
Pennsylvania
$167K +$166K +1,759 New
39 40
41
42 43