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Valley National Bancorp
VLY

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
251
Next Financial Group
Texas
$10K +$4.88K +484 +70%
VNA
252
Valley National Advisers
Pennsylvania
$9K – – –
S
253
SignatureFD
Georgia
$8K -$242 -24 -3%
WEC
254
Winslow Evans & Crocker
Massachusetts
$8K – – –
AIL
255
AGF Investments LLC
Ontario, Canada
$7K +$1.13K +112 +16%
GAM
256
Gemmer Asset Management
California
$6K – – –
PGWM
257
Parisi Gray Wealth Management
New Jersey
$6K – – –
CFA
258
Carroll Financial Associates
North Carolina
$6K +$7.14K +708 New
TCOV
259
Trust Company of Vermont
Vermont
$5K -$45.4K -4,500 -89%
CFA
260
Clarfeld Financial Advisors
New York
$4K +$4.56K +452 New
MNBTD
261
Moody National Bank Trust Division
Texas
$4K +$4.94K +490 New
QCG
262
Quadrant Capital Group
Ohio
$3K -$11.1K -1,103 -74%
WAM
263
Wealthspire Advisors (Maryland)
Maryland
$3K -$656 -65 -14%
EWM
264
Endurance Wealth Management
Rhode Island
$3K – – –
OFW
265
Omnia Family Wealth
Florida
$3K +$3.56K +353 New
PA
266
Parallel Advisors
California
$1K -$20 -2 -0.9%
GWS
267
Glassman Wealth Services
Virginia
$1K +$101 +10 +10%
LFA
268
Legacy Financial Advisors
Kentucky
$1K +$858 +85 New
CIAS
269
Capital Investment Advisory Services
North Carolina
$1K +$868 +86 New
LC
270
Lindbrook Capital
California
$1K +$1.24K +123 New
IA
271
IFP Advisors
Florida
$1K +$1.68K +166 New
RWM
272
Raffa Wealth Management
District of Columbia
$737 – – –
MCA
273
Mendon Capital Advisors
Florida
– -$8.17M -725,000 Closed
SIM
274
Sprucegrove Investment Management
Ontario, Canada
– -$6.71M -596,200 Closed
IP
275
Interval Partners
New York
– -$4.46M -396,569 Closed
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