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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
926
Advantage Investment Management
Iowa
$64K +$17.4K +198 +30%
DWM
927
Destination Wealth Management
California
$63K – – –
MOS
928
MGO One Seven
Ohio
$63K +$74.4K +847 New
TL
929
TrueWealth LLC
Georgia
$61K – – –
CBT
930
Capital Bank & Trust
California
$61K +$19.7K +224 +38%
BWL
931
Bogart Wealth LLC
Virginia
$60K – – –
LC
932
Lindbrook Capital
California
$60K +$71.3K +812 New
AIM
933
Anchor Investment Management
South Carolina
$60K – – –
TWA
934
TCI Wealth Advisors
Arizona
$59K -$12.8K -146 -16%
LFA
935
Legacy Financial Advisors
Kentucky
$59K +$11.1K +126 +19%
FMT
936
First Mercantile Trust
Tennessee
$58K +$27.2K +310 +66%
MWA
937
Meridian Wealth Advisors
Texas
$57K +$66.7K +759 New
SPL
938
Smart Portfolios LLC
Washington
$56K +$13.2K +150 +25%
BWM
939
Baystate Wealth Management
Massachusetts
$53K +$19.1K +218 +51%
BTNA
940
Bremer Trust National Association
Minnesota
$53K +$61.9K +705 New
SCM
941
Silvant Capital Management
Georgia
$52K – – –
HI
942
Hudock Inc
Pennsylvania
$52K +$264 +3 +0.4%
FCB
943
First Command Bank
Texas
$52K +$2.37K +27 +4%
FCFS
944
First Command Financial Services
Texas
$52K +$2.37K +27 +4%
MRCM
945
M&R Capital Management
New Jersey
$51K +$5.8K +66 +11%
ZB
946
Zions Bancorporation
Utah
$49K +$4.13K +47 +8%
TF
947
Tompkins Financial
New York
$48K -$35.4K -403 -39%
CFD
948
Creative Financial Designs
Indiana
$48K +$615 +7 +1%
BCA
949
Berman Capital Advisors
Georgia
$48K +$57.5K +655 New
BHWM
950
Bay Harbor Wealth Management
Maryland
$47K +$54.7K +623 New
36 37
38
39 40