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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
SGI
1051
Summit Global Investments
Utah
$360K -$13M -90,674 -98%
CG
1052
Cynosure Group
Utah
$360K +$302K +2,109 New
MWM
1053
Mattern Wealth Management
Kansas
$359K – – –
MWM
1054
Modera Wealth Management
New Jersey
$359K +$1.86K +13 +0.6%
TA
1055
TruWealth Advisors
Louisiana
$359K – – –
HTC
1056
Haverford Trust Company
Pennsylvania
$358K +$300K +2,097 New
EWM
1057
Empirical Wealth Management
Washington
$358K -$6.3K -44 -2%
BP
1058
Ballentine Partners
Massachusetts
$357K +$300K +2,091 New
IPW
1059
Impact Partnership Wealth
Georgia
$356K +$11.5K +80 +4%
ACP
1060
Aviance Capital Partners
Florida
$354K +$297K +2,075 New
RCAG
1061
Rehmann Capital Advisory Group
Michigan
$354K +$2.01K +14 +0.7%
CIS
1062
Custom Index Systems
New York
$350K +$294K +2,050 New
GF
1063
Gries Financial
Ohio
$348K +$43.6K +304 +18%
FMLI
1064
Fukoku Mutual Life Insurance
Japan
$346K – – –
PTC
1065
Philadelphia Trust Company
Pennsylvania
$346K +$40.8K +285 +16%
SNB
1066
Security National Bank
Nebraska
$345K – – –
HH
1067
Hilltop Holdings
Texas
$344K -$71.1K -496 -20%
SCM
1068
Shelton Capital Management
Colorado
$344K – – –
FI
1069
Fractal Investments
Connecticut
$341K – – –
VCAM
1070
Van Cleef Asset Management
Ohio
$341K – – –
LWM
1071
LongView Wealth Management
Georgia
$341K +$2.15K +15 +0.8%
HAS
1072
Horizon Advisory Services
New York
$341K +$286K +1,998 New
GGS
1073
Galvin Gaustad & Stein
Arizona
$341K – – –
JFL
1074
Jarislowsky, Fraser Ltd
Quebec, Canada
$340K -$14.3K -100 -5%
FFN
1075
Focus Financial Network
Minnesota
$338K +$3.87K +27 +1%
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