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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
701
Synergy Asset Management
Washington
$676K +$695K +6,320 New
CWM
702
Chesapeake Wealth Management
Virginia
$671K -$14.3K -130 -2%
PWPS
703
Pinnacle Wealth Planning Services
Ohio
$665K -$14.3K -130 -2%
FFM
704
Forum Financial Management
Illinois
$663K +$2.97K +27 +0.4%
LMKC
705
L.M. Kohn & Company
Ohio
$660K +$7.15K +65 +1%
SF
706
Symphony Financial
Texas
$660K +$677K +6,156 New
CCM
707
Canal Capital Management
Virginia
$655K -$548K -4,976 -45%
GIM
708
Goelzer Investment Management
Indiana
$653K +$673K +6,113 New
ACA
709
Atlas Capital Advisors
Wyoming
$650K -$177K -1,607 -21%
TF
710
TIAA FSB
Florida
$646K -$76.7K -697 -10%
WSTAM
711
Wilbanks Smith & Thomas Asset Management
Virginia
$646K +$330 +3 +0%
WSCM
712
Wellington Shields Capital Management
New York
$646K +$226K +2,050 +51%
MGP
713
Metis Global Partners
California
$642K -$3.63K -33 -0.5%
CWM
714
CIBC World Markets
New York
$639K -$2.48M -22,511 -79%
ACM
715
AlphaStar Capital Management
North Carolina
$637K +$60K +545 +10%
GLA
716
Good Life Advisors
Pennsylvania
$636K +$21.8K +198 +3%
MBT
717
Montecito Bank & Trust
California
$635K +$42.3K +384 +7%
RFC
718
Regions Financial Corp
Alabama
$628K -$72.1K -655 -10%
CCA
719
Checchi Capital Advisers
California
$625K +$5.83K +53 +0.9%
IAIM
720
International Assets Investment Management
Florida
$623K +$35.5K +323 +6%
CFO
721
Collective Family Office
Pennsylvania
$622K +$3.19K +29 +0.5%
SJIM
722
St. Johns Investment Management
Florida
$622K +$44.1K +401 +7%
CA
723
Cornerstone Advisors
North Carolina
$620K – – –
LFA
724
Laraway Financial Advisors
Minnesota
$618K – – –
MA
725
Mutual Advisors
Nebraska
$611K +$29.9K +272 +5%
27 28
29
30 31