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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
KLCM
1301
KG&L Capital Management
Louisiana
$206K -$3.9K -23 -2%
BCA
1302
Bay Colony Advisors
Massachusetts
$206K +$169 +1 +0.1%
MCM
1303
Morton Capital Management
California
$206K -$12.2K -72 -5%
CWM
1304
Calamos Wealth Management
Illinois
$206K -$45.1K -266 -17%
CP
1305
Canopy Partners
Ohio
$206K +$214K +1,263 New
HC
1306
Hurley Capital
New York
$204K – – –
OWA
1307
One Wealth Advisors
California
$204K -$160K -943 -43%
ANB
1308
Amarillo National Bank
Texas
$203K – – –
CIAS
1309
CFS Investment Advisory Services
New Jersey
$202K +$169 +1 +0.1%
LFA
1310
Legacy Financial Advisors
Kentucky
$202K +$5.93K +35 +3%
TPA
1311
Trivium Point Advisory
Connecticut
$202K -$5.08K -30 -2%
GWM
1312
GSB Wealth Management
Connecticut
$202K +$169 +1 +0.1%
HFS
1313
Hantz Financial Services
Michigan
$202K +$143K +844 +213%
TWM
1314
Trueblood Wealth Management
Ohio
$201K -$57.4K -339 -22%
PP
1315
PFS Partners
New Jersey
$201K +$678 +4 +0.3%
MWM
1316
Mascagni Wealth Management
Mississippi
$200K +$508 +3 +0.2%
DF
1317
Daviman Financial
Indiana
$200K +$209K +1,231 New
BTI
1318
Blue Trust Inc
Georgia
$197K +$18.5K +109 +10%
CA
1319
CoreCap Advisors
Michigan
$196K -$23.9K -141 -10%
FCT
1320
First Community Trust
Iowa
$195K – – –
PWS
1321
Peterson Wealth Services
Utah
$195K -$253K -1,496 -56%
MCM
1322
MV Capital Management
Maryland
$189K -$23.9K -141 -11%
CH
1323
Cromwell Holdings
Wyoming
$189K – – –
RFP
1324
Root Financial Partners
California
$187K +$9.83K +58 +5%
1CP
1325
1015 Capital Partners
Pennsylvania
$185K +$193K +1,137 New
51 52
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