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Valley National Bancorp
VLY

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
426
JFS Wealth Advisors
Pennsylvania
$4.99K +$1.41K +104 +44%
BWL
427
Bogart Wealth LLC
Virginia
$4.44K +$4.12K +303 New
AWM
428
Activest Wealth Management
Florida
$4.26K – – –
WETS
429
Wealth Enhancement Trust Services
South Dakota
$3.93K +$2.96K +218 +436%
CPG
430
Cornerstone Planning Group
New Jersey
$3.4K +$14 +1 +0.4%
MCM
431
Manchester Capital Management
Vermont
$3.35K +$285 +21 +10%
SHIM
432
Stone House Investment Management
Pennsylvania
$3.31K – – –
CA
433
Clearstead Advisors
Ohio
$3.09K +$1.44K +106 +101%
BIA
434
Bell Investment Advisors
California
$3.05K – – –
MA
435
Montag & Associates
Georgia
$2.95K – – –
BWS
436
Buck Wealth Strategies
Colorado
$2.93K +$2.72K +200 New
KG
437
Kilter Group
New York
$2.83K +$285 +21 +12%
AG
438
AmeriFlex Group
Nevada
$2.61K +$2.42K +178 New
JWM
439
JPL Wealth Management
Colorado
$2.52K +$625 +46 +37%
CCMI
440
Creative Capital Management Investments
California
$2.49K +$2.31K +170 New
MPWT
441
MassMutual Private Wealth & Trust
Connecticut
$2.45K -$1.71K -126 -43%
VWA
442
Valued Wealth Advisors
Utah
$2.35K +$2.16K +159 New
AFC
443
Ares Financial Consulting
California
$2.01K – – –
FC
444
Financial Consulate
Maryland
$1.88K – – –
LF
445
LifeSteps Financial
California
$1.83K +$1.7K +125 New
TM
446
Torren Management
California
$1.64K +$14 +1 +0.9%
DPW
447
DiNuzzo Private Wealth
Pennsylvania
$1.44K +$109 +8 +9%
BHWM
448
Bay Harbor Wealth Management
Maryland
$1.36K +$299 +22 +31%
RWM
449
Raffa Wealth Management
District of Columbia
$1.32K – – –
QL
450
Quarry LP
New York
$1.3K +$1.21K +89 New
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