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Valley National Bancorp

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
351
CIBC Private Wealth Group
Georgia
– -$272K -20,904 Closed
Natixis Advisors
352
Natixis Advisors
Massachusetts
– -$207K -15,903 Closed
PCMC
353
Paragon Capital Management (Colorado)
Colorado
– -$201K -15,420 Closed
CI
354
Conning Inc
Connecticut
– -$148K -11,340 Closed
NGA
355
Naples Global Advisors
Florida
– -$137K -10,560 Closed
CCM
356
Coldstream Capital Management
Washington
– -$136K -10,466 Closed
ATC
357
Argent Trust Co
Tennessee
– -$130K -10,016 Closed
CL
358
COWA LLC
Oklahoma
– -$130K -10,000 Closed
IFAM
359
Institutional & Family Asset Management
Colorado
– -$123K -9,429 Closed
ADL
360
Asset Dedication LLC
California
– -$62K -4,725 Closed
EI
361
Ellevest Inc
New York
– -$28K -2,181 Closed
AF
362
Allworth Financial
California
– -$19.6K -1,652 -99%
FAG
363
Fortitude Advisory Group
Washington
– -$21K -1,649 Closed
AWA
364
Aaron Wealth Advisors
Illinois
– -$10.1K -778 Closed
AP
365
Atwood & Palmer
Missouri
– -$4K -340 Closed
CCM
366
Covington Capital Management
California
– -$4K -311 Closed
CI
367
Cordant Inc
Oregon
– -$2K -151 Closed
LAS
368
Lloyd Advisory Services
Georgia
– -$2K -124 Closed
BIA
369
Bell Investment Advisors
California
– +$487 +41 New