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Valley National Bancorp
VLY

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
426
Private Wealth Management Group
New Jersey
$5.11K – – –
BSB
427
Bangor Savings Bank
Maine
$4.3K – – –
KFAS
428
Keating Financial Advisory Services
Kansas
$4.17K +$797 +64 +23%
SIC
429
SJS Investment Consulting
Ohio
$4K +$3.32K +267 +453%
MPWT
430
MassMutual Private Wealth & Trust
Connecticut
$3.6K +$174 +14 +5%
AWM
431
Activest Wealth Management
Florida
$3.57K +$3.57K +287 +7,175%
CPG
432
Cornerstone Planning Group
New Jersey
$3.18K – – –
SS
433
Sunbelt Securities
Texas
$2.97K – – –
JWA
434
JFS Wealth Advisors
Pennsylvania
$2.9K +$311 +25 +12%
SHIM
435
Stone House Investment Management
Pennsylvania
$2.77K +$87 +7 +3%
MCM
436
Manchester Capital Management
Vermont
$2.56K -$7.27K -584 -74%
BIA
437
Bell Investment Advisors
California
$2.56K – – –
MA
438
Montag & Associates
Georgia
$2.48K – – –
TPWA
439
Twin Peaks Wealth Advisors
California
$2.16K +$2.19K +176 New
KG
440
Kilter Group
New York
$2.11K -$12 -1 -0.6%
BFS
441
Bare Financial Services
Pennsylvania
$2.08K – – –
AFC
442
Ares Financial Consulting
California
$1.7K – – –
FC
443
Financial Consulate
Maryland
$1.57K – – –
JWM
444
JPL Wealth Management
Colorado
$1.55K +$1.57K +126 New
PTC
445
Private Trust Company
Ohio
$1.47K – – –
TM
446
Torren Management
California
$1.37K -$2.04K -164 -60%
CA
447
Clearstead Advisors
Ohio
$1.29K -$21.1K -1,691 -94%
GAG
448
Goodman Advisory Group
Massachusetts
$1.23K – – –
DPW
449
DiNuzzo Private Wealth
Pennsylvania
$1.11K – – –
RWM
450
Raffa Wealth Management
District of Columbia
$1.1K +$87 +7 +8%
16 17
18
19 20