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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1026
Plante Moran Financial Advisors
Michigan
$18K -$21.6K -262 -58%
AOWM
1027
Alpha Omega Wealth Management
Virginia
$18K – – –
LC
1028
Landaas & Company
Wisconsin
$18K – – –
MCA
1029
Mercer Capital Advisers
New Jersey
$18K – – –
MCM
1030
MV Capital Management
Maryland
$18K +$6.52K +79 +70%
TF
1031
Tompkins Financial
New York
$17K – – –
CA
1032
Crewe Advisors
Utah
$17K +$15.2K +184 New
AWMS
1033
Advocacy Wealth Management Services
Georgia
$16K -$14.4K -175 -50%
BWM
1034
Baystate Wealth Management
Massachusetts
$16K – – –
WWM
1035
Willingdon Wealth Management
North Carolina
$14K -$94.8K -1,149 -88%
BC
1036
Bartlett & Co
Ohio
$14K – – –
GWA
1037
Guidant Wealth Advisors
Illinois
$14K – – –
HFM
1038
Hartford Financial Management
Connecticut
$14K – – –
NSIM
1039
North Star Investment Management
Illinois
$14K – – –
FRA
1040
Front Row Advisors
California
$14K +$12.4K +150 New
PCFFS
1041
Pacific Center for Financial Services
California
$13K – – –
EWM
1042
Endurance Wealth Management
Rhode Island
$12K – – –
FFG
1043
Ford Financial Group
California
$12K +$11.2K +136 New
HIM
1044
Hillsdale Investment Management
Ontario, Canada
$11K – – –
TFO
1045
Tarbox Family Office
California
$10K – – –
HR
1046
Howe & Rusling
New York
$9K -$13.5K -164 -64%
MRCM
1047
M&R Capital Management
New Jersey
$9K -$7.75K -94 -48%
PFSC
1048
Peoples Financial Services Corp
Pennsylvania
$9K – – –
RBC
1049
Roble Belko & Company
Pennsylvania
$9K – – –
LF
1050
Lee Financial
Texas
$9K +$7.75K +94 New
40 41
42
43 44