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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1201
SevenBridge Financial Group
Pennsylvania
$247K -$52.6K -353 -20%
PW
1202
Potentia Wealth
California
$246K -$40.1K -269 -16%
CFS
1203
Commonwealth Financial Services
West Virginia
$245K +$215K +1,441 New
WGC
1204
Watts Gwilliam & Co
Arizona
$245K – – –
CSP
1205
Cary Street Partners
Virginia
$245K +$27.4K +184 +15%
WC
1206
Woodstock Corp
Massachusetts
$245K +$214K +1,437 New
S
1207
SimplyRich
California
$244K +$214K +1,435 New
HVIA
1208
Hudson Valley Investment Advisors
New York
$243K +$213K +1,425 New
VP
1209
Verum Partners
North Carolina
$242K +$212K +1,419 New
ZIG
1210
Zullo Investment Group
Pennsylvania
$241K -$13.9K -93 -6%
SSC
1211
Syverson Strege & Co
Iowa
$239K -$29.1K -195 -12%
OWP
1212
Obermeyer Wealth Partners
Colorado
$239K +$210K +1,406 New
FWCM
1213
Ferguson Wellman Capital Management
Oregon
$239K +$209K +1,404 New
TL
1214
Tradewinds LLC
North Carolina
$239K +$209K +1,404 New
PHWM
1215
Pine Harbor Wealth Management
Maryland
$239K +$209K +1,401 New
BOTPPF
1216
Board of the Pension Protection Fund
United Kingdom
$238K +$209K +1,400 New
MWM
1217
Mindset Wealth Management
Indiana
$238K +$209K +1,400 New
SWM
1218
Stockman Wealth Management
Montana
$238K +$209K +1,400 New
OFS
1219
Orrstown Financial Services
Pennsylvania
$238K +$209K +1,399 New
NGA
1220
Naples Global Advisors
Florida
$237K +$208K +1,394 New
QIM
1221
Quantitative Investment Management
Virginia
$237K -$1.31M -8,793 -86%
RCA
1222
Resonant Capital Advisors
Wisconsin
$237K +$207K +1,391 New
TA
1223
TruWealth Advisors
Louisiana
$236K +$207K +1,389 New
CM
1224
Columbus Macro
Pennsylvania
$236K +$207K +1,386 New
ICP
1225
Interchange Capital Partners
Pennsylvania
$236K +$207K +1,386 New
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