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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1301
Salem Investment Counselors
North Carolina
$192K – – –
WAS
1302
Winch Advisory Services
Wisconsin
$192K -$716 -5 -0.4%
VA
1303
Verdad Advisers
Massachusetts
$189K +$159K +1,110 New
RFA
1304
Register Financial Advisors
Georgia
$188K +$158K +1,101 New
CPG
1305
Custom Portfolio Group
Colorado
$179K – – –
HCP
1306
Hexagon Capital Partners
Arkansas
$178K -$9.31K -65 -6%
MA
1307
MCF Advisors
Kentucky
$178K +$41.4K +289 +38%
PP
1308
PFS Partners
New Jersey
$171K +$573 +4 +0.4%
WOC
1309
West Oak Capital
California
$171K – – –
IFAM
1310
Institutional & Family Asset Management
Colorado
$171K – – –
MFT
1311
Moisand Fitzgerald Tamayo
Florida
$171K – – –
ZB
1312
Zions Bancorporation
Utah
$163K -$3.29K -23 -2%
TCOV
1313
Trust Company of Vermont
Vermont
$160K +$46.9K +327 +54%
LSA
1314
Leonteq Securities AG
Switzerland
$159K -$633K -4,415 -83%
TFA
1315
Transamerica Financial Advisors
Florida
$159K -$6.88K -48 -5%
TLA
1316
Tanglewood Legacy Advisors
Texas
$155K -$12.9K -90 -9%
BWL
1317
Bogart Wealth LLC
Virginia
$155K – – –
GC
1318
Garde Capital
Washington
$151K -$18.5K -129 -13%
QC
1319
Quent Capital
New York
$147K +$39.3K +274 +47%
EWM
1320
Evermay Wealth Management
Virginia
$145K -$430 -3 -0.4%
ST
1321
Smithfield Trust
Pennsylvania
$144K – – –
MIA
1322
MeadowBrook Investment Advisors
Michigan
$139K -$53.7K -375 -32%
CWC
1323
Carolinas Wealth Consulting
North Carolina
$139K -$1.58K -11 -1%
PAG
1324
Paladin Advisory Group
Iowa
$138K – – –
TC
1325
Truvestments Capital
Florida
$137K – – –
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