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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1351
Prestige Wealth Management Group
New Jersey
$83.3K – – –
OAJ
1352
Ogorek Anthony Joseph
New York
$82K +$5.96K +40 +9%
RFS
1353
Richardson Financial Services
Massachusetts
$81.6K +$2.09K +14 +3%
DIP
1354
DT Investment Partners
Pennsylvania
$81.4K – – –
MWA
1355
Medallion Wealth Advisors
Connecticut
$79.9K -$2.39K -16 -3%
MCM
1356
Manchester Capital Management
Vermont
$77K +$2.24K +15 +3%
CFP
1357
Comprehensive Financial Planning
Pennsylvania
$76.6K – – –
AG
1358
AmeriFlex Group
Nevada
$76.6K +$34.5K +231 +105%
SL
1359
Salomon & Ludwin
Virginia
$76.3K +$10.3K +69 +17%
BCWM
1360
Bartlett & Co Wealth Management
Ohio
$75.8K +$5.96K +40 +10%
CCA
1361
Catalyst Capital Advisors
New York
$73.9K -$70.5K -473 -52%
NC
1362
North Capital
Utah
$73.9K -$597 -4 -0.9%
RFA
1363
Reyes Financial Architecture
California
$71.8K – – –
TC
1364
Tacita Capital
Ontario, Canada
$71.5K – – –
PPC
1365
Park Place Capital
Alabama
$71.3K – – –
SHIM
1366
Stone House Investment Management
Pennsylvania
$69.8K +$447 +3 +0.7%
RTC
1367
Riverview Trust Company
Washington
$69.6K – – –
CSPIA
1368
Cary Street Partners Investment Advisory
Virginia
$69.6K +$9.84K +66 +19%
CT
1369
Colonial Trust
South Carolina
$68.6K -$51.7K -347 -46%
MIA
1370
MeadowBrook Investment Advisors
Michigan
$68.1K -$2.98K -20 -5%
LC
1371
Lavaca Capital
Texas
$68.1K – – –
PAI
1372
Pittenger & Anderson Inc
Nebraska
$68.1K – – –
QPBE
1373
Quintet Private Bank (Europe)
Luxembourg
$68.1K – – –
EB
1374
Eastern Bank
Massachusetts
$68.1K +$59.7K +400 New
SGK
1375
Steigerwald Gordon & Koch
Virginia
$68.1K +$59.7K +400 New
53 54
55
56 57