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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1051
MV Capital Management
Maryland
$4K -$11K -125 -69%
EWM
1052
Edge Wealth Management
New York
$4K – – –
JAM
1053
JCIC Asset Management
Ontario, Canada
$4K – – –
ME
1054
McIlrath & Eck
Washington
$4K – – –
NR
1055
Newfound Research
Massachusetts
$4K – – –
TIM
1056
Tortoise Investment Management
New York
$4K – – –
WAM
1057
Wolverine Asset Management
Illinois
$4K – – –
GWMIA
1058
Global Wealth Management Investment Advisory
Florida
$4K +$4.74K +54 New
TI
1059
Truehand Inc
New Hampshire
$4K +$4.83K +55 New
CT
1060
Clearstead Trust
Maine
$4K +$5.09K +58 New
CI
1061
CX Institutional
Indiana
$3K +$3.43K +39 New
WOC
1062
West Oak Capital
California
$3K – – –
LWA
1063
Lowe Wealth Advisors
Maryland
$2K -$3.78K -43 -63%
CIR
1064
Clear Investment Research
Georgia
$2K – – –
CMBA
1065
C.M. Bidwell & Associates
Hawaii
$2K – – –
OFW
1066
Omnia Family Wealth
Florida
$2K – – –
WPW
1067
Winthrop Partners - WNY
New York
$1.72K – – –
UFF
1068
USA Financial Formulas
Michigan
$1K -$2.5M -28,449 -100%
WWM
1069
Willingdon Wealth Management
North Carolina
$1K -$3.78K -43 -73%
LFG
1070
LifePlan Financial Group
Ohio
$1K – – –
WCM
1071
Wealthcare Capital Management
Virginia
$1K – – –
LFG
1072
Larson Financial Group
Missouri
$1K +$878 +10 New
SCA
1073
Secor Capital Advisors
New York
$1K +$1.23K +14 New
MSA
1074
Marino Stram & Associates
Massachusetts
$1K +$1.32K +15 New
ASC
1075
Atalanta Sosnoff Capital
New York
– -$48.4M -425,629 Closed
41 42
43
44 45