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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
HIW
1501
Holos Integrated Wealth
Pennsylvania
$4.9K – – –
GJIA
1502
Glass Jacobson Investment Advisors
Maryland
$4.77K – – –
MAM
1503
Marquette Asset Management
Minnesota
$4.6K +$4.03K +27 New
NECFA
1504
New England Capital Financial Advisors
Connecticut
$4.54K +$1.64K +11 +69%
TFM
1505
TFC Financial Management
Massachusetts
$4.46K – – –
AP
1506
Atwood & Palmer
Missouri
$4.26K – – –
FGAM
1507
Financial Gravity Asset Management
Texas
$4.14K +$3.58K +24 New
PCM
1508
Penserra Capital Management
California
$4K -$543K -3,642 -99%
PGAM
1509
Princeton Global Asset Management
New Jersey
$3.92K – – –
RWM
1510
Rialto Wealth Management
New York
$3.92K +$895 +6 +35%
BHWM
1511
Bay Harbor Wealth Management
Maryland
$3.75K +$447 +3 +16%
CWM
1512
Cedar Wealth Management
California
$3.58K – – –
VWM
1513
Vermillion Wealth Management
Minnesota
$3.55K – – –
CTWM
1514
Cherry Tree Wealth Management
Minnesota
$3.41K – – –
HHGA
1515
Halbert Hargrove Global Advisors
California
$3.41K +$2.98K +20 New
SIC
1516
SJS Investment Consulting
Ohio
$3.06K -$298 -2 -10%
RF
1517
Roxbury Financial
New Jersey
$3.06K – – –
PWA
1518
Principia Wealth Advisory
Texas
$3.06K +$447 +3 +20%
CMA
1519
Cedar Mountain Advisors
Oregon
$2.89K +$2.54K +17 New
ACM
1520
Anfield Capital Management
California
$2.55K – – –
TF
1521
Tompkins Financial
New York
$2.55K – – –
DCM
1522
Davis Capital Management
Florida
$2.55K +$2.24K +15 New
JSAM
1523
J. Safra Asset Management
New York
$2.55K +$2.24K +15 New
DF
1524
Dunhill Financial
United Kingdom
$2.42K – – –
BI
1525
Binnacle Investments
Iowa
$2.38K +$447 +3 +27%
59 60
61
62 63