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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
1301
Bartlett & Co Wealth Management
Ohio
$54.4K -$249 -2 -0.5%
PAI
1302
Pittenger & Anderson Inc
Nebraska
$53.8K – – –
QPBE
1303
Quintet Private Bank (Europe)
Luxembourg
$53.8K – – –
LC
1304
Lavaca Capital
Texas
$53.8K +$49.8K +400 New
ITIM
1305
Indiana Trust & Investment Management
Indiana
$52.7K – – –
CWP
1306
Concord Wealth Partners
Virginia
$52.6K – – –
TPWA
1307
Twin Peaks Wealth Advisors
California
$51.9K +$48.5K +389 New
NEWAS
1308
N.E.W. Advisory Services
Wisconsin
$50.7K -$47K -377 -50%
OCM
1309
Osterweis Capital Management
California
$48.9K +$44.7K +359 +7,180%
MEG
1310
Millstone Evans Group
Colorado
$48.5K – – –
GKIM
1311
GW&K Investment Management
Massachusetts
$48K +$16.1K +129 +57%
FMII
1312
Farmers & Merchants Investments Inc
Nebraska
$47.2K -$374 -3 -0.8%
KFI
1313
Key Financial Inc
Pennsylvania
$46.6K – – –
CSPIA
1314
Cary Street Partners Investment Advisory
Virginia
$46.1K -$6.23K -50 -13%
KWM
1315
Kiker Wealth Management
Georgia
$44.9K +$34.3K +275 +466%
CCMI
1316
Creative Capital Management Investments
California
$44.8K – – –
IHWM
1317
Iron Horse Wealth Management
Iowa
$44.8K – – –
CIAS
1318
CBIZ Investment Advisory Services
Ohio
$44.4K -$3.12K -25 -7%
TFIPS
1319
Towarzystwo Funduszy Inwestycyjnych PZU SA
$44.1K – – –
C
1320
Covestor
United Kingdom
$44K -$64.3K -516 -61%
RA
1321
Ransom Advisory
Rhode Island
$43.3K – – –
EWM
1322
Evolution Wealth Management
Florida
$43.2K +$40.1K +322 New
AGWCA
1323
Annis Gardner Whiting Capital Advisors
Florida
$41.9K +$9.47K +76 +32%
MSWM
1324
Mowery & Schoenfeld Wealth Management
Illinois
$40.3K – – –
HWM
1325
Hemington Wealth Management
Virginia
$40K -$3.99K -32 -10%
51 52
53
54 55