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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1051
CNB Bank
Pennsylvania
$9K +$8.09K +98 New
IP
1052
Isthmus Partners
Wisconsin
$7K – – –
PFGIA
1053
Patriot Financial Group Insurance Agency
Massachusetts
$7K – – –
BCI
1054
Brinker Capital Investments
Pennsylvania
$7K +$3.79K +46 +153%
DOA
1055
D'Orazio & Associates
Virginia
$7K +$6.52K +79 New
OPWM
1056
Oak Point Wealth Management
Michigan
$7K +$7.09K +86 New
WOC
1057
West Oak Capital
California
$6.43K -$2.48K -30 -30%
FMA
1058
FNY Managed Accounts
New York
$6K -$43.5K -527 -88%
AFNAS
1059
American Financial Network Advisory Services
California
$6K – – –
FAM
1060
Fred Alger Management
New York
$6K – – –
IP
1061
Intellectus Partners
California
$6K – – –
ADL
1062
Asset Dedication LLC
California
$6K +$1.73K +21 +53%
MPPLM
1063
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6K +$5.28K +64 New
LWCFA
1064
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K – – –
PK
1065
Pflug Koory
Nebraska
$5K – – –
AWM
1066
Avior Wealth Management
Nebraska
$5K +$2.56K +31 +148%
PFA
1067
Pathway Financial Advisors
Vermont
$5K +$4.13K +50 New
CFN
1068
Cordasco Financial Network
Florida
$5K +$4.29K +52 New
TIM
1069
Tortoise Investment Management
New York
$5K +$4.87K +59 New
EWM
1070
Edge Wealth Management
New York
$4K – – –
SWP
1071
Strategic Wealth Partners
Ohio
$4K +$3.46K +42 New
NR
1072
Newfound Research
Massachusetts
$3K -$82 -1 -3%
CAM
1073
Chandler Asset Management
California
$3K +$2.48K +30 New
PO
1074
Private Ocean
California
$3K +$2.48K +30 New
VCM
1075
Virtue Capital Management
Tennessee
$3K +$2.97K +36 New
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