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Valley National Bancorp

Name Holding Trade Value Shares
Change
Change in
Stake
LC
301
Lindbrook Capital
California
$10K – – –
PHK
302
Point72 Hong Kong
Hong Kong
$10K +$10.4K +748 New
EI
303
Ellevest Inc
New York
$9K -$847 -61 -9%
GLLW
304
Graves Light Lenhart Wealth
Virginia
$8K – – –
Sageworth Trust
305
Sageworth Trust
Pennsylvania
$6K -$21.7K -1,566 -77%
SouthState Corp
306
SouthState Corp
Florida
$6K – – –
AP
307
Atwood & Palmer
Missouri
$5K – – –
Montag & Associates
308
Montag & Associates
Georgia
$3K – – –
NFSG
309
Newbridge Financial Services Group
Florida
$3K +$2.76K +199 New
GWS
310
Glassman Wealth Services
Virginia
$2K – – –
VCM
311
Versant Capital Management
Arizona
$2K – – –
ZB
312
Zions Bancorporation
Utah
$2K – – –
RFA
313
Reilly Financial Advisors
California
$2K +$14 +1 +0.6%
JWA
314
JFS Wealth Advisors
Pennsylvania
$2K +$1.79K +129 New
DWA
315
Delos Wealth Advisors
Texas
$2K +$2.19K +158 New
RWM
316
Raffa Wealth Management
District of Columbia
$1.14K – – –
Arax Advisory Partners
317
Arax Advisory Partners
Colorado
$1K – – –
First Horizon Advisors
318
First Horizon Advisors
Tennessee
$1K – – –
MCM
319
Manchester Capital Management
Vermont
$1K +$514 +37 New
SC
320
Schubert & Co
Texas
$1K +$861 +62 New
Two Sigma Investments
321
Two Sigma Investments
New York
– -$7.91M -593,979 Closed
Hotchkis & Wiley Capital Management
322
Hotchkis & Wiley Capital Management
California
– -$4.35M -326,740 Closed
HRT Financial
323
HRT Financial
New York
– -$4.28M -321,304 Closed
Walleye Capital
324
Walleye Capital
New York
– -$2.91M -218,942 Closed
CCIA
325
Campbell & Co Investment Adviser
Maryland
– -$1.48M -110,900 Closed