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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
1501
Colonial Trust Advisors
South Carolina
$5.11K – – –
TCA
1502
Trifecta Capital Advisors
Illinois
$4.94K – – –
HIW
1503
Holos Integrated Wealth
Pennsylvania
$4.9K – – –
GJIA
1504
Glass Jacobson Investment Advisors
Maryland
$4.77K – – –
MAM
1505
Marquette Asset Management
Minnesota
$4.6K +$4.03K +27 New
NECFA
1506
New England Capital Financial Advisors
Connecticut
$4.54K +$1.64K +11 +69%
TFM
1507
TFC Financial Management
Massachusetts
$4.46K – – –
AP
1508
Atwood & Palmer
Missouri
$4.26K – – –
FGAM
1509
Financial Gravity Asset Management
Texas
$4.14K +$3.58K +24 New
PCM
1510
Penserra Capital Management
California
$4K -$543K -3,642 -99%
PGAM
1511
Princeton Global Asset Management
New Jersey
$3.92K – – –
RWM
1512
Rialto Wealth Management
New York
$3.92K +$895 +6 +35%
BHWM
1513
Bay Harbor Wealth Management
Maryland
$3.75K +$447 +3 +16%
CWM
1514
Cedar Wealth Management
California
$3.58K – – –
VWM
1515
Vermillion Wealth Management
Minnesota
$3.55K – – –
CTWM
1516
Cherry Tree Wealth Management
Minnesota
$3.41K – – –
HHGA
1517
Halbert Hargrove Global Advisors
California
$3.41K +$2.98K +20 New
SIC
1518
SJS Investment Consulting
Ohio
$3.06K -$298 -2 -10%
RF
1519
Roxbury Financial
New Jersey
$3.06K – – –
PWA
1520
Principia Wealth Advisory
Texas
$3.06K +$447 +3 +20%
CMA
1521
Cedar Mountain Advisors
Oregon
$2.89K +$2.54K +17 New
ACM
1522
Anfield Capital Management
California
$2.55K – – –
TF
1523
Tompkins Financial
New York
$2.55K – – –
DCM
1524
Davis Capital Management
Florida
$2.55K +$2.24K +15 New
JSAM
1525
J. Safra Asset Management
New York
$2.55K +$2.24K +15 New
59 60
61
62 63