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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1226
Baystate Wealth Management
Massachusetts
$110K +$51.9K +408 +93%
C
1227
Covestor
United Kingdom
$107K -$23.5K -185 -18%
ST
1228
Smithfield Trust
Pennsylvania
$107K – – –
CWC
1229
Carolinas Wealth Consulting
North Carolina
$107K -$19.1K -150 -15%
PAG
1230
Paladin Advisory Group
Iowa
$104K – – –
TC
1231
Truvestments Capital
Florida
$104K – – –
CFS
1232
CGC Financial Services
Oregon
$104K +$102K +800 New
CFO
1233
CVA Family Office
Colorado
$104K +$102K +799 New
VWM
1234
Venturi Wealth Management
Texas
$101K +$5.47K +43 +6%
LF
1235
Lee Financial
Texas
$100K – – –
MA
1236
MCF Advisors
Kentucky
$98.2K – – –
BTI
1237
Blue Trust Inc
Georgia
$98K +$4.71K +37 +6%
LJHT
1238
Laurie J. Hall Trustee
$97K +$94.8K +745 New
CAC
1239
Core Alternative Capital
Georgia
$96.3K -$76.3K -600 -45%
GWS
1240
Glassman Wealth Services
Virginia
$92.2K -$21.6K -170 -19%
GIA
1241
GHP Investment Advisors
Colorado
$89.3K -$6.62K -52 -7%
GWSG
1242
GPS Wealth Strategies Group
Colorado
$89.2K – – –
TCG
1243
Transcendent Capital Group
Oklahoma
$88.1K +$86.3K +678 New
NICM
1244
Neo Ivy Capital Management
New York
$88K +$86.4K +679 New
WT
1245
Washington Trust
Rhode Island
$85.3K +$57.3K +450 +218%
CC
1246
Centiva Capital
New York
$84.1K -$2.74M -21,565 -97%
CB
1247
CNB Bank
Pennsylvania
$83.3K – – –
ADL
1248
Asset Dedication LLC
California
$81K – – –
AT
1249
Arlington Trust
Alabama
$80.1K -$22.6K -178 -22%
AA
1250
Addison Advisors
Vermont
$79.8K +$63.6K +500 +439%
48 49
50
51 52