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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
GITFIT
1201
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$156K – – –
MIA
1202
MeadowBrook Investment Advisors
Michigan
$155K +$151K +1,190 New
SOW
1203
State of Wyoming
Wyoming
$149K +$58.7K +461 +67%
FFA
1204
Farther Finance Advisors
California
$148K +$59.2K +465 +69%
WB
1205
Webster Bank
Connecticut
$147K – – –
WAS
1206
Winch Advisory Services
Wisconsin
$147K -$14.6K -115 -9%
SIC
1207
Salem Investment Counselors
North Carolina
$146K -$43.1K -339 -23%
HCP
1208
Hexagon Capital Partners
Arkansas
$144K +$14.5K +114 +11%
CPG
1209
Custom Portfolio Group
Colorado
$137K +$278K +2,188 New
CFGS
1210
Concourse Financial Group Securities
Alabama
$134K +$10.6K +83 +9%
WOC
1211
West Oak Capital
California
$132K – – –
GC
1212
Garde Capital
Washington
$132K +$129K +1,014 New
IFAM
1213
Institutional & Family Asset Management
Colorado
$130K – – –
MFT
1214
Moisand Fitzgerald Tamayo
Florida
$130K – – –
TLA
1215
Tanglewood Legacy Advisors
Texas
$130K – – –
PP
1216
PFS Partners
New Jersey
$130K +$127K +1,000 New
MCM
1217
MV Capital Management
Maryland
$129K +$891 +7 +0.7%
TFA
1218
Transamerica Financial Advisors
Florida
$128K -$22.4K -176 -15%
ZB
1219
Zions Bancorporation
Utah
$127K – – –
GM
1220
GeoWealth Management
Illinois
$121K -$987K -7,760 -89%
BWL
1221
Bogart Wealth LLC
Virginia
$118K +$127 +1 +0.1%
A
1222
AJOVista
Massachusetts
$113K +$111K +873 New
RAM
1223
Readystate Asset Management
Illinois
$112K +$110K +861 New
EWM
1224
Evermay Wealth Management
Virginia
$111K +$382 +3 +0.4%
RIM
1225
Rakuten Investment Management
Japan
$111K +$108K +851 New
47 48
49
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