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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
1051
Philadelphia Trust Company
Pennsylvania
$233K +$231K +1,840 New
SIC
1052
Salem Investment Counselors
North Carolina
$232K – – –
IF
1053
Intrua Financial
Texas
$231K +$209K +1,665 New
BOTW
1054
Bank of the West
California
$231K -$11.4K -91 -5%
CWP
1055
Concord Wealth Partners
Virginia
$230K -$44.3K -353 -16%
CMI
1056
Clare Market Investments
Texas
$228K +$226K +1,801 New
GB
1057
Goepper Burkhardt
South Carolina
$228K +$226K +1,800 New
BW
1058
Bison Wealth
Georgia
$228K +$204K +1,623 New
TPCW
1059
TD Private Client Wealth
New York
$227K -$12.8K -102 -5%
LA
1060
Latitude Advisors
Florida
$227K +$224K +1,786 New
AWA
1061
Arkadios Wealth Advisors
Georgia
$226K +$224K +1,781 New
ESCM
1062
Echo Street Capital Management
New York
$226K +$223K +1,778 New
WP
1063
WealthSource Partners
California
$225K -$314K -2,498 -59%
SPWM
1064
Spartan Planning & Wealth Management
North Carolina
$225K +$108K +863 +95%
BFM
1065
Boothbay Fund Management
New York
$224K -$335K -2,666 -60%
LGA
1066
Lebenthal Global Advisors
New York
$224K -$76.8K -612 -26%
BP
1067
Ballentine Partners
Massachusetts
$224K -$31.1K -248 -12%
XF
1068
XML Financial
Maryland
$223K +$221K +1,760 New
AC
1069
Apella Capital
Connecticut
$223K +$220K +1,754 New
DG
1070
DMC Group
Alabama
$222K -$78.7K -627 -25%
ISL
1071
Ingalls & Snyder LLC
New York
$222K +$219K +1,747 New
HIIFS
1072
Harel Insurance Investments & Financial Services
Israel
$220K +$115K +916 +110%
APW
1073
Aurora Private Wealth
New Jersey
$220K +$217K +1,730 New
FCMT
1074
Founders Capital Management (Texas)
Texas
$218K – – –
CLOS
1075
Compagnie Lombard Odier SCmA
Switzerland
$217K +$182K +1,446 +544%
41 42
43
44 45