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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1151
AllSquare Wealth Management
New York
$17K – – –
CA
1152
Crewe Advisors
Utah
$17K – – –
MRCM
1153
M&R Capital Management
New Jersey
$17K – – –
SC
1154
Solstein Capital
California
$16K +$16.3K +172 New
CA
1155
CXI Advisors
Indiana
$16K +$16.6K +176 New
HWM
1156
HighMark Wealth Management
Minnesota
$15K +$15.6K +165 New
AIS
1157
Accurate Investment Solutions
Pennsylvania
$14K +$8.03K +85 +142%
JPLA
1158
Joseph P. Lucia & Associates
New York
$14K +$14.2K +150 New
BL
1159
Balentine LLC
Georgia
$13K -$93.7K -992 -87%
FEG
1160
Financial Enhancement Group
Indiana
$13K -$9.45K -100 -42%
PCFFS
1161
Pacific Center for Financial Services
California
$13K – – –
FRA
1162
Front Row Advisors
California
$13K +$3.59K +38 +38%
ADL
1163
Asset Dedication LLC
California
$13K +$5.86K +62 +78%
EWM
1164
Edge Wealth Management
New York
$13K +$8.79K +93 +186%
SQA
1165
Simon Quick Advisors
New Jersey
$13K +$13.4K +142 New
APW
1166
Acima Private Wealth
Virginia
$12K – – –
TPWA
1167
TRUE Private Wealth Advisors
Oregon
$12K +$12.3K +130 New
WB
1168
Webster Bank
Connecticut
$11K – – –
CFN
1169
Cordasco Financial Network
Florida
$10K – – –
PFSC
1170
Peoples Financial Services Corp
Pennsylvania
$9K – – –
RBC
1171
Roble Belko & Company
Pennsylvania
$9K – – –
DI
1172
Disciplined Investments
Oklahoma
$9K +$9.45K +100 New
FWM
1173
FSA Wealth Management
Massachusetts
$9K +$9.45K +100 New
IIA
1174
ICW Investment Advisors
Arizona
$9K +$9.45K +100 New
BCI
1175
Brinker Capital Investments
Pennsylvania
$8K +$95 +1 +1%
45 46
47
48 49