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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
1001
Glassman Wealth Services
Virginia
$91K +$12.7K +146 +19%
WOC
1002
West Oak Capital
California
$91K +$43.4K +500 +125%
VC
1003
Vestor Capital
Illinois
$86K – – –
SWM
1004
Sugarloaf Wealth Management
Georgia
$86K +$42.9K +495 +141%
TWP
1005
TFO Wealth Partners
Ohio
$85K +$72.4K +835 New
JFGIW
1006
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$84K -$82.4K -950 -54%
DAC
1007
Dividend Assets Capital
South Carolina
$83K – – –
ST
1008
Smithfield Trust
Pennsylvania
$83K +$1.82K +21 +3%
ZIG
1009
Zullo Investment Group
Pennsylvania
$82K -$382K -4,407 -85%
SCA
1010
Stonebridge Capital Advisors
Minnesota
$81K +$10.8K +125 +19%
PAG
1011
Paladin Advisory Group
Iowa
$81K +$69.4K +800 New
ZB
1012
Zions Bancorporation
Utah
$79K -$16.9K -195 -20%
SWA
1013
SOA Wealth Advisors
New York
$77K +$520 +6 +0.8%
FF
1014
FourThought Financial
Florida
$76K +$17.4K +201 +37%
KPCM
1015
Kings Point Capital Management
New York
$74K +$43.4K +500 +219%
BC
1016
Bartlett & Co
Ohio
$74K +$62.9K +725 New
BCWM
1017
Bartlett & Co Wealth Management
Ohio
$73.6K +$62.9K +725 New
EDRH
1018
Edmond de Rothschild Holding
Switzerland
$73K -$1.04M -11,990 -94%
SC
1019
Schubert & Co
Texas
$72K +$1.48K +17 +2%
EIP
1020
Ellis Investment Partners
Pennsylvania
$71K +$60.7K +700 New
GIA
1021
GHP Investment Advisors
Colorado
$69K +$59.2K +682 New
CFO
1022
CVA Family Office
Colorado
$65K +$9.11K +105 +20%
FPS
1023
Fieldpoint Private Securities
Connecticut
$62K -$36.6K -422 -41%
C
1024
Covestor
United Kingdom
$62K +$29.7K +342 +129%
PMFA
1025
Plante Moran Financial Advisors
Michigan
$60K -$40.1K -462 -44%
39 40
41
42 43