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Valley National Bancorp
VLY

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
301
Allworth Financial
California
$15.4K +$18.5K +1,669 New
JWM
302
Janiczek Wealth Management
Colorado
$12.3K +$16.1K +1,457 New
RTC
303
Riverview Trust Company
Washington
$11.2K – – –
ME
304
McIlrath & Eck
Washington
$10.3K – – –
EWA
305
EverSource Wealth Advisors
Alabama
$9.95K +$11.9K +1,077 New
CG
306
Cutler Group
California
$9K +$11.1K +1,000 New
FHA
307
First Horizon Advisors
Tennessee
$4.6K -$741 -67 -12%
RMC
308
Resources Management Corp
Connecticut
$4K -$379K -34,250 -100%
BWS
309
Buck Wealth Strategies
Colorado
$3.99K +$4.78K +432 New
BIA
310
Bell Investment Advisors
California
$3.56K +$3.78K +342 +795%
MCM
311
Manchester Capital Management
Vermont
$3.53K +$1.24K +112 +41%
AAP
312
Arax Advisory Partners
Colorado
$3.26K -$730 -66 -16%
PVH
313
Psagot Value Holdings
Israel
$3K +$3.62K +327 New
JWA
314
JFS Wealth Advisors
Pennsylvania
$1.96K -$155 -14 -6%
MA
315
Montag & Associates
Georgia
$1.87K – – –
BSB
316
Bangor Savings Bank
Maine
$1.85K – – –
NFSG
317
Newbridge Financial Services Group
Florida
$1.84K – – –
NC
318
NewSquare Capital
Pennsylvania
$1.84K +$2.19K +198 +19,800%
FMII
319
Farmers & Merchants Investments Inc
Nebraska
$1.69K – – –
GWS
320
Glassman Wealth Services
Virginia
$1.52K – – –
PFPT
321
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.49K – – –
BAAM
322
Baker Avenue Asset Management
California
$1.27K +$1.12K +101 +281%
VCM
323
Versant Capital Management
Arizona
$1.04K – – –
GAG
324
Goodman Advisory Group
Massachusetts
$924 – – –
DI
325
Disciplined Investments
Oklahoma
$896 +$354 +32 +49%
11 12
13
14 15