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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
826
SOA Wealth Advisors
New York
$47K +$35.7K +727 New
DAC
827
Dividend Assets Capital
South Carolina
$46K +$40K +815 New
TC
828
Truvestments Capital
Florida
$45K – – –
PVH
829
Psagot Value Holdings
Israel
$45K +$39.3K +800 New
HIA
830
Harbor Investment Advisory
Maryland
$43K +$8.1K +165 +27%
BC
831
Bartlett & Co
Ohio
$42K +$491 +10 +1%
BCWM
832
Bartlett & Co Wealth Management
Ohio
$41.6K +$491 +10 +1%
ATC
833
Adirondack Trust Company
New York
$41K -$5.4K -110 -13%
PS
834
Planned Solutions
California
$41K – – –
AIL
835
AGF Investments LLC
Ontario, Canada
$39K -$160K -3,256 -83%
CLOS
836
Compagnie Lombard Odier SCmA
Switzerland
$39K – – –
PFBT
837
Parkside Financial Bank & Trust
Missouri
$38K +$3.78K +77 +13%
IBOK
838
Independence Bank of Kentucky
Kentucky
$37K -$40.5K -825 -56%
CI
839
CX Institutional
Indiana
$37K +$10.4K +212 +49%
EP
840
Eudaimonia Partners
Tennessee
$36K -$23.8K -486 -43%
EFSCE
841
Enterprise Financial Services Corp (EFSC)
Missouri
$36K -$2.5K -51 -7%
VCM
842
Vigilant Capital Management
Maine
$36K +$18.9K +386 +158%
HFA
843
Hoover Financial Advisors
Pennsylvania
$36K +$29.4K +600 New
CWA
844
Clearview Wealth Advisors
Oregon
$34K +$29.3K +598 New
MA
845
MCF Advisors
Kentucky
$33K – – –
RCA
846
Ranch Capital Advisors
Florida
$33K – – –
SCM
847
Silvant Capital Management
Georgia
$32K – – –
LWM
848
Liberty Wealth Management
California
$31K -$11.5K -235 -30%
GAM
849
Gemmer Asset Management
California
$30K – – –
PWMG
850
Prestige Wealth Management Group
New Jersey
$29K -$4.32K -88 -15%
32 33
34
35 36