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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
901
Beta Wealth Group
California
$464K +$398 +3 +0.1%
DAS
902
Dynamic Advisor Solutions
Arizona
$462K +$464K +3,498 New
HSA
903
HBK Sorce Advisory
Pennsylvania
$462K +$11K +83 +2%
WA
904
WealthTrust Axiom
Pennsylvania
$459K +$8.63K +65 +2%
LAM
905
L2 Asset Management
Massachusetts
$458K -$243K -1,830 -35%
FEM
906
Fulcrum Equity Management
Texas
$457K -$47.8K -360 -9%
OC
907
Oppenheimer & Close
New York
$457K +$2.65K +20 +0.6%
KMWM
908
Keudell/Morrison Wealth Management
Oregon
$456K -$7.96K -60 -2%
MIC
909
Means Investment Company
Maine
$453K +$796 +6 +0.2%
HH
910
Hilltop Holdings
Texas
$451K +$98.5K +742 +28%
GFG
911
Goldstone Financial Group
Illinois
$450K -$4.51K -34 -1%
PIM
912
Plato Investment Management
Australia
$449K +$49.6K +374 +12%
CIA
913
Cladis Investment Advisory
Montana
$449K -$6.63K -50 -1%
HIMC
914
Heritage Investors Management Corp
Maryland
$449K -$4.38K -33 -1%
EFG
915
Embree Financial Group
Illinois
$448K +$3.71K +28 +0.8%
NFTC
916
North Forty Two & Co
Oregon
$446K – – –
AP
917
Appleton Partners
Massachusetts
$442K -$17.9K -135 -4%
FWM
918
Forza Wealth Management
Florida
$442K – – –
FNC
919
First National Corp
Massachusetts
$441K -$59.7K -450 -12%
LA
920
Lifeworks Advisors
Michigan
$439K +$20K +151 +5%
TCM
921
Traynor Capital Management
Pennsylvania
$438K -$39.9K -301 -8%
AFP
922
Ausdal Financial Partners
Iowa
$438K -$152K -1,145 -26%
ESB
923
Essex Savings Bank
Connecticut
$436K -$1.99K -15 -0.5%
GPW
924
Gentry Private Wealth
Kansas
$431K +$433K +3,262 New
MG
925
Mather Group
Illinois
$426K -$38.5K -290 -8%
35 36
37
38 39