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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
AGWCA
1351
Annis Gardner Whiting Capital Advisors
Florida
$91.8K +$49K +342 +174%
SC
1352
SouthState Corp
Florida
$88.8K – – –
CCM
1353
Chilton Capital Management
Texas
$85.3K – – –
HWA
1354
HHM Wealth Advisors
Tennessee
$85.3K – – –
BTI
1355
Blue Trust Inc
Georgia
$84K -$28.4K -198 -29%
KFI
1356
Key Financial Inc
Pennsylvania
$79.6K – – –
CA
1357
Crewe Advisors
Utah
$77.8K +$65.3K +456 New
OA
1358
Operose Advisors
Wisconsin
$72.6K – – –
SWM
1359
Sugarloaf Wealth Management
Georgia
$71.4K – – –
KFS
1360
Kelly Financial Services
Massachusetts
$70K +$7.74K +54 +15%
CFD
1361
Creative Financial Designs
Indiana
$68.3K – – –
PAI
1362
Pittenger & Anderson Inc
Nebraska
$68.3K – – –
QPBE
1363
Quintet Private Bank (Europe)
Luxembourg
$67.9K -$8.45K -59 -15%
BWAM
1364
Boyd Watterson Asset Management
Ohio
$65.2K – – –
SHIM
1365
Stone House Investment Management
Pennsylvania
$65.2K +$54.7K +382 New
BFPW
1366
BOK Financial Private Wealth
Colorado
$64K +$53.7K +375 New
FMII
1367
Farmers & Merchants Investments Inc
Nebraska
$62.1K – – –
FCAS
1368
First Command Advisory Services
Texas
$61.4K – – –
GJWM
1369
Gilliland Jeter Wealth Management
Arkansas
$60.6K +$50.9K +355 New
RFS
1370
Richardson Financial Services
Massachusetts
$59.7K -$716 -5 -1%
LWCFA
1371
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$58.1K – – –
PPC
1372
Park Place Capital
Alabama
$57K +$2.15K +15 +5%
CIAS
1373
CBIZ Investment Advisory Services
Ohio
$56.8K +$47.7K +333 New
GJIA
1374
Glass Jacobson Investment Advisors
Maryland
$56.2K – – –
TFIPS
1375
Towarzystwo Funduszy Inwestycyjnych PZU SA
$56K – – –
53 54
55
56 57