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Valley National Bancorp

Name Holding Trade Value Shares
Change
Change in
Stake
Pinnacle Associates
276
Pinnacle Associates
New York
$202K -$8.99K -900 -5%
Summit Financial
277
Summit Financial
New Jersey
$200K – – –
Waverly Advisors
278
Waverly Advisors
Alabama
$197K +$25.3K +2,532 +16%
TPI
279
Trust Point Inc
Wisconsin
$196K +$43.7K +4,372 +31%
Vise Technologies
280
Vise Technologies
New York
$193K -$37.1K -3,710 -17%
TCA
281
Transcend Capital Advisors
New Jersey
$187K +$18.4K +1,843 +12%
OneDigital Investment Advisors
282
OneDigital Investment Advisors
Kansas
$186K +$1.67K +167 +1%
Jain Global
283
Jain Global
New York
$185K +$175K +17,487 New
Park Avenue Securities
284
Park Avenue Securities
New York
$183K -$69.8K -6,988 -29%
KFP
285
KMG Fiduciary Partners
Ohio
$182K +$171K +17,133 New
Pine Valley Investments
286
Pine Valley Investments
New Jersey
$181K +$270 +27 +0.2%
Shelton Capital Management
287
Shelton Capital Management
Colorado
$179K – – –
Savant Capital
288
Savant Capital
Illinois
$176K +$41.3K +4,135 +33%
Brighton Jones LLC
289
Brighton Jones LLC
Washington
$175K +$59.3K +5,938 +56%
Advisory Services Network
290
Advisory Services Network
Georgia
$171K -$249K -24,946 -61%
WAOTB
291
Wealth Advisors of Tampa Bay
Florida
$169K – – –
SRC
292
Shufro Rose & Co
New York
$169K – – –
WIM
293
WealthPlan Investment Management
Nebraska
$168K – – –
Ritholtz Wealth Management
294
Ritholtz Wealth Management
New York
$167K +$158K +15,764 New
KBC Group
295
KBC Group
Belgium
$162K – – –
PA
296
PSI Advisors
Florida
$162K -$152K -15,250 -50%
CIBC Asset Management
297
CIBC Asset Management
Ontario, Canada
$161K – – –
Empowered Funds
298
Empowered Funds
Pennsylvania
$161K +$5.75K +575 +4%
BCG
299
Breakwater Capital Group
New Jersey
$160K – – –
RA
300
Rodgers & Associates
Pennsylvania
$159K – – –