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Valley National Bancorp
VLY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
401
Basecamp Wealth Advisors
Washington
$21.4K – – –
RF
402
Rossby Financial
Florida
$19.7K -$41 -3 -0.2%
IFWM
403
Institute for Wealth Management
Colorado
$18.3K +$17K +1,250 New
SS
404
SBI Securities
Japan
$16.9K -$2.55K -188 -14%
IAIM
405
International Assets Investment Management
Florida
$13.9K -$258 -19 -2%
SIC
406
SJS Investment Consulting
Ohio
$13.3K +$7.88K +580 +178%
CT
407
Clearstead Trust
Maine
$13K – – –
LFG
408
Larson Financial Group
Missouri
$12.2K +$258 +19 +2%
CFO
409
CVA Family Office
Colorado
$11.8K +$1.17K +86 +12%
OCWP
410
Owl Creek Wealth Partners
Colorado
$10.6K – – –
BIAS
411
Beacon Investment Advisory Services
New Jersey
$7.68K -$44.7K -3,287 -86%
PWA
412
Physician Wealth Advisors
Utah
$7.66K – – –
DB
413
Danske Bank
Denmark
$7.33K – – –
MSFP
414
Mark Sheptoff Financial Planning
Connecticut
$7.33K – – –
SSG
415
Summit Securities Group
New York
$7.09K +$6.58K +484 New
CSPIA
416
Cary Street Partners Investment Advisory
Virginia
$6.62K +$14 +1 +0.2%
APFP
417
Action Point Financial Planning
Michigan
$6.58K +$6.13K +451 New
FMII
418
Farmers & Merchants Investments Inc
Nebraska
$6.2K – – –
PWMG
419
Private Wealth Management Group
New Jersey
$6.09K – – –
LI
420
LRI Investments
Florida
$5.9K -$4.24K -312 -44%
BSB
421
Bangor Savings Bank
Maine
$5.13K – – –
KFAS
422
Keating Financial Advisory Services
Kansas
$5.11K +$122 +9 +3%
JWA
423
JFS Wealth Advisors
Pennsylvania
$4.99K +$1.41K +104 +44%
BWL
424
Bogart Wealth LLC
Virginia
$4.44K +$4.12K +303 New
AWM
425
Activest Wealth Management
Florida
$4.26K – – –
15 16
17
18 19