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Valero Energy
VLO

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1701
Alerus Financial
North Dakota
$141K +$133K +542 New
MI
1702
Markowski Investments
Florida
$139K +$131K +534 New
OWP
1703
ORG Wealth Partners
Texas
$139K – – –
SMBT
1704
Southern Michigan Bank & Trust
Michigan
$138K – – –
AT
1705
Arlington Trust
Alabama
$136K +$126K +513 +4,664%
ADL
1706
Asset Dedication LLC
California
$136K – – –
ESC
1707
Eurizon SLJ Capital
$135K – – –
PWPS
1708
Pinnacle Wealth Planning Services
Ohio
$135K -$1.12M -4,534 -90%
ASCM
1709
Adkins Seale Capital Management
Louisiana
$134K – – –
BCWM
1710
Bartlett & Co Wealth Management
Ohio
$133K +$14.5K +59 +13%
CSPIA
1711
Cary Street Partners Investment Advisory
Virginia
$133K +$8.13K +33 +7%
CCM
1712
Chilton Capital Management
Texas
$131K -$12.3K -50 -9%
MCM
1713
Manchester Capital Management
Vermont
$130K +$8.62K +35 +8%
FWA
1714
Flagship Wealth Advisors
Massachusetts
$130K – – –
EC
1715
Elequin Capital
New York
$129K +$95.8K +389 +370%
PWMG
1716
Prestige Wealth Management Group
New Jersey
$127K – – –
GWS
1717
Greykasell Wealth Strategies
California
$127K – – –
PMFA
1718
Plante Moran Financial Advisors
Michigan
$126K +$985 +4 +0.8%
RFS
1719
Richardson Financial Services
Massachusetts
$126K – – –
HWM
1720
HighMark Wealth Management
Minnesota
$124K -$30.8K -125 -21%
MR
1721
Munich Reinsurance
$123K -$704K -2,858 -86%
QT
1722
Quantbot Technologies
New York
$119K -$424K -1,721 -79%
CFP
1723
Comprehensive Financial Planning
Pennsylvania
$117K – – –
TFIPS
1724
Towarzystwo Funduszy Inwestycyjnych PZU SA
$114K +$34.2K +139 +47%
WIM
1725
Westside Investment Management
California
$112K -$115K -469 -52%
67 68
69
70 71