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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
1101
Bartlett & Co Wealth Management
Ohio
$19K -$17.1K -151 -47%
GWA
1102
Guidant Wealth Advisors
Illinois
$17K – – –
HFM
1103
Hartford Financial Management
Connecticut
$16K -$1.93K -17 -10%
PCFFS
1104
Pacific Center for Financial Services
California
$16K – – –
KTC
1105
Kistler-Tiffany Companies
Pennsylvania
$15K -$681 -6 -4%
SFA
1106
Spectrum Financial Alliance
Kentucky
$15K – – –
WB
1107
Webster Bank
Connecticut
$14K +$13.9K +122 New
FRA
1108
Front Row Advisors
California
$13K – – –
PMFA
1109
Plante Moran Financial Advisors
Michigan
$13K – – –
TFO
1110
Tarbox Family Office
California
$12K – – –
LF
1111
Lee Financial
Texas
$11K -$10.4K -92 -49%
CB
1112
CNB Bank
Pennsylvania
$11K – – –
PFSC
1113
Peoples Financial Services Corp
Pennsylvania
$11K – – –
RBC
1114
Roble Belko & Company
Pennsylvania
$11K – – –
RIA
1115
RPG Investment Advisory
California
$11K – – –
SWM
1116
Selective Wealth Management
Virginia
$11K +$11.4K +100 New
VRM
1117
Vectors Research Management
New York
$11K +$11.5K +101 New
NCM
1118
New Capital Management
Texas
$10K +$10.1K +89 New
ML
1119
McAdam LLC
Pennsylvania
$9K -$1.82K -16 -18%
BCI
1120
Brinker Capital Investments
Pennsylvania
$9K – – –
NSIM
1121
North Star Investment Management
Illinois
$9K – – –
IP
1122
Intellectus Partners
California
$8K – – –
LWA
1123
Lowe Wealth Advisors
Maryland
$8K +$4.88K +43 +172%
RWM
1124
Raffa Wealth Management
District of Columbia
$7.51K – – –
CFN
1125
Cordasco Financial Network
Florida
$7K -$114 -1 -2%
43 44
45
46 47