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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1326
GHP Investment Advisors
Colorado
$123K – – –
CAC
1327
Core Alternative Capital
Georgia
$122K – – –
WOSD
1328
WFA of San Diego
California
$120K – – –
DI
1329
DAGCO Inc
Ohio
$117K +$746 +5 +0.7%
MA
1330
Montag & Associates
Georgia
$109K +$27.9K +187 +41%
MWA
1331
Miller Wealth Advisors
Colorado
$109K +$746 +5 +0.8%
SS
1332
SBI Securities
Japan
$109K +$27.9K +187 +41%
ADL
1333
Asset Dedication LLC
California
$105K – – –
AT
1334
Arlington Trust
Alabama
$105K – – –
BFS
1335
Burkett Financial Services
South Carolina
$105K +$597 +4 +0.7%
JWA
1336
JFS Wealth Advisors
Pennsylvania
$103K +$7.46K +50 +9%
HWM
1337
HighMark Wealth Management
Minnesota
$102K – – –
APW
1338
Aventura Private Wealth
Florida
$102K +$89.5K +600 New
BOJHT
1339
Bank of Jackson Hole Trust
Wyoming
$101K – – –
NB
1340
NBT Bank
New York
$99.8K -$17.3K -116 -20%
SCM
1341
Silvant Capital Management
Georgia
$97.2K – – –
HWA
1342
Heritage Wealth Advisors
Virginia
$94.4K – – –
TC
1343
Truvestments Capital
Florida
$92.6K +$6.56K +44 +9%
SSG
1344
Summit Securities Group
New York
$90.9K +$48.3K +324 +154%
OWP
1345
ORG Wealth Partners
Texas
$90.6K +$79.3K +532 New
CHC
1346
City Holding Co
West Virginia
$87.9K +$65.3K +438 +562%
CCM
1347
Chilton Capital Management
Texas
$85.1K – – –
SWIM
1348
Smallwood Wealth Investment Management
New Jersey
$85.1K – – –
FMII
1349
Farmers & Merchants Investments Inc
Nebraska
$85.1K +$22.2K +149 +42%
FWA
1350
Flagship Wealth Advisors
Massachusetts
$85K – – –
52 53
54
55 56