We are live on ! Find out more
VLY icon

Valley National Bancorp

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
401
Northwestern Mutual Wealth Management
Wisconsin
$22.5K +$3.04K +224 +17%
FFO
402
Fortitude Family Office
Arizona
$22.4K +$10K +737 +93%
BWA
403
Basecamp Wealth Advisors
Washington
$21.4K – – –
RF
404
Rossby Financial
Florida
$19.7K -$41 -3 -0.2%
IFWM
405
Institute for Wealth Management
Colorado
$18.3K +$17K +1,250 New
SS
406
SBI Securities
Japan
$16.9K -$2.55K -188 -14%
IAIM
407
International Assets Investment Management
Florida
$13.9K -$258 -19 -2%
SIC
408
SJS Investment Consulting
Ohio
$13.3K +$7.88K +580 +178%
CT
409
Clearstead Trust
Maine
$13K – – –
LFG
410
Larson Financial Group
Missouri
$12.2K +$258 +19 +2%
CFO
411
CVA Family Office
Colorado
$11.8K +$1.17K +86 +12%
PFBT
412
Parkside Financial Bank & Trust
Missouri
$11.7K – – –
OCWP
413
Owl Creek Wealth Partners
Colorado
$10.6K – – –
BIAS
414
Beacon Investment Advisory Services
New Jersey
$7.68K -$44.7K -3,287 -86%
PWA
415
Physician Wealth Advisors
Utah
$7.66K – – –
DB
416
Danske Bank
Denmark
$7.33K – – –
MSFP
417
Mark Sheptoff Financial Planning
Connecticut
$7.33K – – –
SSG
418
Summit Securities Group
New York
$7.09K +$6.58K +484 New
CSPIA
419
Cary Street Partners Investment Advisory
Virginia
$6.62K +$14 +1 +0.2%
APFP
420
Action Point Financial Planning
Michigan
$6.58K +$6.13K +451 New
FMII
421
Farmers & Merchants Investments Inc
Nebraska
$6.2K – – –
PWMG
422
Private Wealth Management Group
New Jersey
$6.09K – – –
LI
423
LRI Investments
Florida
$5.9K -$4.24K -312 -44%
BSB
424
Bangor Savings Bank
Maine
$5.13K – – –
KFAS
425
Keating Financial Advisory Services
Kansas
$5.11K +$122 +9 +3%