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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1176
Calamos Wealth Management
Illinois
$260K +$228K +1,529 New
HTC
1177
Haverford Trust Company
Pennsylvania
$260K -$1.34K -9 -0.6%
GIM
1178
Generali Investments Management
Slovenia
$259K -$91.7K -615 -29%
GHA
1179
Granite Harbor Advisors
Texas
$256K +$224K +1,505 New
WG
1180
Winton Group
United Kingdom
$256K -$1.65M -11,045 -88%
MMG
1181
Monetary Management Group
Missouri
$255K – – –
MSF
1182
Mustard Seed Financial
Arkansas
$255K – – –
SI
1183
Sava Infond
Slovenia
$255K – – –
SSA
1184
Sierra Summit Advisors
Nevada
$255K – – –
AA
1185
Ancora Advisors
Ohio
$255K -$44.7K -300 -17%
RWMG
1186
Redwood Wealth Management Group
New Jersey
$254K -$12.4K -83 -5%
OPPS
1187
Obsidian Personal Planning Solutions
Maryland
$254K – – –
KCM
1188
Kennedy Capital Management
Missouri
$254K – – –
SVWAG
1189
Sound View Wealth Advisors Group
Georgia
$254K +$149 +1 +0.1%
DWM
1190
Drive Wealth Management
Utah
$254K -$3.58K -24 -2%
SNB
1191
Security National Bank
Nebraska
$252K -$149K -1,000 -40%
RZH
1192
Relyea Zuckerberg Hanson
Connecticut
$252K +$221K +1,480 New
CIC
1193
Crawford Investment Counsel
Georgia
$251K -$93.7K -628 -30%
BW
1194
BIP Wealth
Georgia
$250K +$219K +1,470 New
CRC
1195
Curi RMB Capital
Illinois
$250K +$219K +1,470 New
VCM
1196
Versant Capital Management
Arizona
$250K -$21.9K -147 -9%
KWM
1197
Keebeck Wealth Management
Illinois
$249K +$218K +1,461 New
AT
1198
Avalon Trust
New Mexico
$248K +$746 +5 +0.3%
CSB
1199
City State Bank
Iowa
$248K – – –
GGS
1200
Galvin Gaustad & Stein
Arizona
$247K +$216K +1,450 New
46 47
48
49 50