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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
1201
GeoWealth Management
Illinois
$131K +$125K +933 New
GWS
1202
Glassman Wealth Services
Virginia
$131K +$1.48K +11 +1%
TCOV
1203
Trust Company of Vermont
Vermont
$131K -$20.7K -154 -14%
EWM
1204
Evermay Wealth Management
Virginia
$130K -$26.9K -200 -18%
BWL
1205
Bogart Wealth LLC
Virginia
$126K – – –
WOC
1206
West Oak Capital
California
$126K +$26.9K +200 +29%
AIC
1207
Archer Investment Corporation
Indiana
$118K +$107K +800 +941%
SCA
1208
Stonebridge Capital Advisors
Minnesota
$116K +$2.82K +21 +3%
ST
1209
Smithfield Trust
Pennsylvania
$116K – – –
AP
1210
Arlington Partners
Alabama
$113K +$101K +750 +1,230%
TC
1211
Truvestments Capital
Florida
$112K -$3.36K -25 -3%
PAG
1212
Paladin Advisory Group
Iowa
$112K +$107K +800 New
SC
1213
Schubert & Co
Texas
$111K +$537 +4 +0.5%
FCA
1214
Fortis Capital Advisors
Kansas
$110K -$178K -1,322 -63%
WP
1215
WealthPLAN Partners
Nebraska
$108K -$179K -1,333 -63%
LF
1216
Lee Financial
Texas
$108K – – –
PPC
1217
Park Place Capital
Alabama
$108K +$1.61K +12 +2%
GIA
1218
GHP Investment Advisors
Colorado
$106K +$4.7K +35 +5%
MA
1219
MCF Advisors
Kentucky
$105K +$24.2K +180 +31%
BCWM
1220
Bartlett & Co Wealth Management
Ohio
$101K – – –
BC
1221
Bartlett & Co
Ohio
$101K – – –
IUHSA
1222
Itau Unibanco Holding S.A.
Brazil
$101K -$56.6K -421 -37%
CFO
1223
CVA Family Office
Colorado
$101K +$10.1K +75 +12%
VWM
1224
Venturi Wealth Management
Texas
$99.8K +$96.1K +715 New
DA
1225
Denali Advisors
California
$97.7K +$94K +700 New
47 48
49
50 51