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Valley National Bancorp

Name Holding Trade Value Shares
Change
Change in
Stake
SFWC
201
Strategic Family Wealth Counselors
New Jersey
$232K
RA
202
Rodgers & Associates
Pennsylvania
$231K
TI
203
Tidal Investments
Wisconsin
$231K +$276K +24,972 New
GC
204
Guggenheim Capital
Illinois
$230K +$76.3K +6,899 +38%
Cambridge Investment Research Advisors
205
Cambridge Investment Research Advisors
Iowa
$228K
GW
206
GW & Wade
Massachusetts
$226K
HCM
207
Highlander Capital Management
New Jersey
$220K
QC
208
Quadrature Capital
United Kingdom
$220K +$263K +23,773 New
BFO
209
Biltmore Family Office
North Carolina
$215K
PCIA
210
Prime Capital Investment Advisors
Kansas
$213K
WIM
211
WealthPlan Investment Management
Nebraska
$212K
CW
212
CreativeOne Wealth
Kansas
$211K
B
213
Bailard
California
$210K +$252K +22,759 New
Vanguard Personalized Indexing Management
214
Vanguard Personalized Indexing Management
California
$210K +$47.7K +4,309 +23%
MLICM
215
Metropolitan Life Insurance Company (MetLife)
New York
$209K -$47.7K -4,312 -16%
SRC
216
Shufro Rose & Co
New York
$208K
TF
217
TIAA FSB
Florida
$204K -$11.1K -1,000 -4%
MC
218
Moors & Cabot
Massachusetts
$200K -$5.53K -500 -2%
SCM
219
Shelton Capital Management
Colorado
$199K
FFA
220
Farther Finance Advisors
California
$188K +$225K +20,333 +47,286%
VI
221
Versor Investments
New York
$187K -$2.21K -200 -1%
Creative Planning
222
Creative Planning
Kansas
$187K +$67.3K +6,088 +43%
COI
223
Connable Office Inc
Michigan
$182K +$218K +19,694 New
PTC
224
Petrus Trust Company
Texas
$180K +$216K +19,520 New
AIM
225
Aigen Investment Management
New York
$177K +$212K +19,128 New