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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1126
Occidental Asset Management
California
$238K -$157K -1,260 -42%
CIG
1127
Cullen Investment Group
Louisiana
$238K – – –
PP
1128
Patten & Patten
Tennessee
$238K – – –
SCM
1129
Shelton Capital Management
Colorado
$238K – – –
BPFA
1130
Barnes Pettey Financial Advisors
Mississippi
$238K – – –
LCM
1131
LCM Capital Management
Illinois
$237K +$7.85K +63 +4%
MGIA
1132
Moneta Group Investment Advisors
Missouri
$236K -$6.23K -50 -3%
WGC
1133
Watts Gwilliam & Co
Arizona
$236K -$1.24M -9,960 -87%
GIA
1134
Guyasuta Investment Advisors
Pennsylvania
$236K +$218K +1,753 New
PP
1135
PDS Planning
Ohio
$235K +$26.3K +211 +14%
FFA
1136
Florida Financial Advisors
Florida
$234K -$9.97K -80 -4%
AA
1137
Alta Advisers
United Kingdom
$234K – – –
UF
1138
Univest Financial
Pennsylvania
$233K – – –
BWG
1139
Balanced Wealth Group
Ohio
$233K +$1.62K +13 +0.8%
RMDI
1140
R.M. Davis Inc
Maine
$233K -$42.6K -342 -16%
SFG
1141
SevenBridge Financial Group
Pennsylvania
$232K -$52.3K -420 -19%
PW
1142
Potentia Wealth
California
$231K -$63.8K -512 -23%
MYAM
1143
Meiji Yasuda Asset Management
Japan
$230K -$453K -3,634 -68%
OIS
1144
OneAscent Investment Solutions
Alabama
$230K +$213K +1,713 New
LBC
1145
Lowe Brockenbrough & Co
Virginia
$229K +$14.1K +113 +7%
EWM
1146
Empirical Wealth Management
Washington
$229K -$96.2K -772 -31%
CA
1147
Cullinan Associates
Kentucky
$229K -$62.3K -500 -23%
OPTFSNA
1148
Old Point Trust & Financial Services N A
Virginia
$229K – – –
AFG
1149
ABLE Financial Group
Arizona
$228K -$59.7K -479 -22%
CG
1150
CFO4Life Group
Texas
$224K +$11.2K +90 +6%
44 45
46
47 48