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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
701
Pinnacle Wealth Planning Services
Ohio
$799K +$9.16K +73 +1%
PCS
702
Personal CFO Solutions
New Jersey
$799K +$534K +4,258 +209%
ATPW
703
Ashton Thomas Private Wealth
Arizona
$793K +$158K +1,255 +25%
PFT
704
Providence First Trust
Arizona
$793K +$784K +6,248 New
CWM
705
Chesapeake Wealth Management
Virginia
$790K -$6.78K -54 -0.9%
TF
706
TIAA FSB
Florida
$787K +$18.7K +149 +2%
OPA
707
Old Port Advisors
Maine
$784K -$44.2K -352 -5%
ACA
708
Atlas Capital Advisors
Wyoming
$784K +$12.7K +101 +2%
FFM
709
Forum Financial Management
Illinois
$784K -$3.39K -27 -0.4%
AIP
710
Ahrens Investment Partners
Louisiana
$782K +$347K +2,767 +81%
WG
711
Winton Group
United Kingdom
$781K +$290K +2,308 +60%
CCM
712
Canal Capital Management
Virginia
$778K – – –
GAAM
713
Guinness Atkinson Asset Management
California
$775K -$86.7K -691 -10%
GIM
714
Goelzer Investment Management
Indiana
$775K – – –
DGAM
715
Desjardins Global Asset Management
Quebec, Canada
$770K -$815K -6,490 -52%
WSTAM
716
Wilbanks Smith & Thomas Asset Management
Virginia
$769K +$1.76K +14 +0.2%
VEA
717
Virtus ETF Advisers
New York
$768K -$59.2K -472 -7%
SF
718
Symphony Financial
Texas
$767K +$32.5K +259 +4%
QPWM
719
Quadrant Private Wealth Management
Pennsylvania
$767K +$759K +6,047 New
TLP
720
Trinity Legacy Partners
Texas
$766K +$50.2K +400 +7%
WSCM
721
Wellington Shields Capital Management
New York
$761K -$6.28K -50 -0.8%
MBT
722
Montecito Bank & Trust
California
$757K +$2.13K +17 +0.3%
GLA
723
Good Life Advisors
Pennsylvania
$755K – – –
BI
724
Ballast Inc
Kentucky
$748K -$79.6K -634 -10%
CCB
725
Cutter & Co Brokerage
Missouri
$743K +$66.9K +533 +10%
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