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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1051
Ropes Wealth Advisors
Massachusetts
$282K +$11.8K +88 +5%
OIA
1052
OneDigital Investment Advisors
Kansas
$282K +$271K +2,017 New
AAS
1053
Ameritas Advisory Services
Nebraska
$281K -$29.4K -219 -9%
CL
1054
Choreo LLC
Illinois
$280K +$269K +2,005 New
FI
1055
Fractal Investments
Connecticut
$279K – – –
VCAM
1056
Van Cleef Asset Management
Ohio
$279K – – –
FBFS
1057
First Business Financial Services
Wisconsin
$279K +$2.28K +17 +0.9%
MFG
1058
Magnus Financial Group
New York
$278K +$14K +104 +5%
JFL
1059
Jarislowsky, Fraser Ltd
Quebec, Canada
$278K – – –
CM
1060
Columbus Macro
Pennsylvania
$277K -$4.57K -34 -2%
CF
1061
Centaurus Financial
California
$277K +$115K +857 +76%
KCM
1062
Kennedy Capital Management
Missouri
$276K +$266K +1,979 New
GC
1063
Grimes & Company
Massachusetts
$276K +$11.3K +84 +4%
CAM
1064
Claret Asset Management
Quebec, Canada
$274K – – –
AG
1065
Advocate Group
Minnesota
$274K -$116K -864 -31%
CFGS
1066
Concourse Financial Group Securities
Alabama
$271K +$155K +1,154 +147%
CG
1067
Clarus Group
Texas
$269K -$7.93K -59 -3%
CWA
1068
Clarus Wealth Advisors
Arizona
$268K -$34.4K -256 -11%
FMTC
1069
Farmers & Merchants Trust Company
California
$267K +$1.34K +10 +0.5%
VT
1070
Vise Technologies
New York
$267K +$6.72K +50 +3%
LCM
1071
LCM Capital Management
Illinois
$264K +$134 +1 +0.1%
DMBA
1072
Deseret Mutual Benefit Administrators
Utah
$264K -$39.8K -296 -14%
WA
1073
WBH Advisory
Maryland
$264K +$254K +1,889 New
SSWM
1074
Smith Salley Wealth Management
North Carolina
$260K -$202K -1,500 -45%
FWCM
1075
Ferguson Wellman Capital Management
Oregon
$258K – – –
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