Towne BankTOWN
13F holders, Q3 2025 (September 30)263holders +21
46new positions
23sold out
7famous investors
$34.56avg. 13F price*
At the end of Q3 2025, 263 institutions reported holding Towne Bank (TOWN) in their 13F filings, up 21 from Q2 2025. 46 opened new positions and 23 sold out. The largest holders were Vanguard Group Inc. ($264.1M), BlackRock, Inc. ($186.9M) and Dimensional Fund Advisors LP ($149.4M). 7 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Towne Bank
- CUSIP
- 89214P109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $23.9M |
| Exits | 23 | $7.0M |
All 13F filers, Q2 2025 → Q3 2025: 3,178,766 shares bought and 1,854,110 shares sold, net +1,324,656 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 263 holders
| Vanguard Group Inc. | 0.00% | Add +3.2% | 7,639,169 | $264.1M |
| BlackRock, Inc. | 0.00% | Add +1.2% | 5,406,456 | $186.9M |
| Dimensional Fund Advisors LP | 0.03% | Add +1.3% | 4,322,602 | $149.4M |
| T. Rowe Price Investment Management, Inc. | 0.09% | Add +0.6% | 4,320,022 | $149.3M |
| State Street Corp. | 0.00% | Add +5.7% | 2,116,916 | $73.7M |
| Victory Capital Management Inc. | 0.04% | Reduce -18.4% | 2,116,396 | $73.2M |
| Geode Capital Management, LLC | 0.00% | Add +4.2% | 1,798,541 | $62.2M |
| Brown Advisory Inc. | 0.07% | Add +22.4% | 1,492,118 | $51.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.6% | 817,163 | $28.2M |
| Janus Henderson Group PLC | 0.01% | Reduce -0.8% | 734,691 | $25.4M |
| Renaissance Technologies | 0.03% | Reduce -1.9% | 697,494 | $24.1M |
| Northern Trust Corp. | 0.00% | Add +3.8% | 689,901 | $23.8M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +6.1% | 613,323 | $21.2M |
| Royce & Associates LP | 0.21% | Add +7.2% | 603,649 | $20.9M |
| Bank of New York Mellon Corp | 0.00% | Add +1.3% | 533,902 | $18.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.2% | 516,113 | $17.8M |
| American Century Companies Inc. | 0.01% | Reduce -18.1% | 489,768 | $16.9M |
| Wellington Management Group LLP | 0.00% | Reduce -42.0% | 450,573 | $15.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +71.9% | 422,662 | $14.6M |
| Nuveen, LLC | 0.00% | Reduce -3.7% | 402,739 | $13.9M |
| Bank of America Corp. | 0.00% | Reduce -9.1% | 367,316 | $12.7M |
| Clark Capital Management Group, Inc. | 0.07% | Add +51.5% | 341,471 | $11.8M |
| JPMorgan Chase & Co. | 0.00% | Add +22.0% | 330,937 | $11.4M |
| Morgan Stanley | 0.00% | Reduce -14.8% | 280,630 | $9.7M |
| Qube Research & Technologies Ltd | 0.01% | Add +14.7% | 269,984 | $9.3M |
| Lightrock Netherlands B.V. | 2.38% | Add +9.2% | 308,752 | $9.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.4% | 257,737 | $8.9M |
| Millennium Management | 0.01% | Add +118.5% | 227,111 | $7.9M |
| FJ Capital Management LLC | 0.82% | Reduce -26.1% | 222,459 | $7.7M |
| Russell Investments Group, Ltd. | 0.01% | Add +8.0% | 220,696 | $7.6M |
| Towne Trust Company, N.A | 2.29% | Add +1020.2% | 205,116 | $7.1M |
| Marshall Wace, LLP | 0.01% | Add +188.2% | 195,283 | $6.8M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Add +64.8% | 175,189 | $6.1M |
| UBS Group AG | 0.00% | Add +72.8% | 158,345 | $5.5M |
| Clearstead Advisors, LLC | 0.08% | Reduce -2.4% | 157,387 | $5.4M |
| Boothbay Fund Management, LLC | 0.14% | Add +147.3% | 157,289 | $5.4M |
| Edgestream Partners, L.P. | 0.16% | Reduce -15.7% | 155,127 | $5.4M |
| Swiss National Bank | 0.00% | Add +6.3% | 144,215 | $5.0M |
| Deprince Race & Zollo Inc. | 0.10% | Add +4.4% | 141,297 | $4.9M |
| Panagora Asset Management Inc. | 0.02% | Add +0.1% | 140,798 | $4.9M |
| Focus Partners Wealth | 0.01% | Reduce -7.2% | 134,422 | $4.6M |
| Barclays PLC | 0.00% | Reduce -25.1% | 122,725 | $4.2M |
| Rhumbline Advisers | 0.00% | Reduce -3.3% | 120,954 | $4.2M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Reduce -4.7% | 117,905 | $4.1M |
| Jane Street Group, LLC | 0.00% | Reduce -7.2% | 117,820 | $4.1M |
| De Lisle Partners LLP | 0.50% | No change | 116,625 | $4.0M |
| Invesco Ltd. | 0.00% | Reduce -10.9% | 116,629 | $4.0M |
| Cerity Partners LLC | 0.01% | Add +9.1% | 116,553 | $4.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -46.9% | 116,247 | $4.0M |
| Cubist Systematic Strategies, LLC | 0.06% | Add +36.5% | 113,181 | $3.9M |
| Two Sigma Investments, LP | 0.01% | Add +27.3% | 102,590 | $3.5M |
| Maltese Capital Management LLC | 0.55% | Add +7.9% | 102,500 | $3.5M |
| Dark Forest Capital Management LP | 0.13% | Add +0.0% | 101,936 | $3.5M |
| Wells Fargo & Company | 0.00% | Add +15.4% | 100,625 | $3.5M |
| AQR Capital Management | 0.00% | Add +81.2% | 98,780 | $3.4M |
| Citadel Advisors | 0.00% | Add +7.5% | 98,736 | $3.4M |
| Guggenheim Capital LLC | 0.03% | Reduce -9.7% | 97,559 | $3.4M |
| Osaic Holdings, Inc. | 0.00% | Add +30.4% | 92,334 | $3.2M |
| Martingale Asset Management L P | 0.08% | Add +39.0% | 90,622 | $3.1M |
| Alliancebernstein L.P. | 0.00% | No change | 90,152 | $3.1M |
| Bridgewater Associates | 0.01% | New | 89,059 | $3.1M |
| DAVENPORT & Co LLC | 0.02% | Reduce -0.1% | 88,801 | $3.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.7% | 87,907 | $3.0M |
| Legal & General Group Plc | 0.00% | Reduce -1.4% | 83,120 | $2.9M |
| First Trust Advisors LP | 0.00% | Reduce -33.9% | 81,842 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -62.4% | 80,309 | $2.8M |
| ExodusPoint Capital Management, LP | 0.04% | New | 74,097 | $2.6M |
| Citigroup Inc. | 0.00% | Reduce -25.4% | 73,904 | $2.6M |
| PMC FIG Opportunities LLC | 3.74% | Add +159.7% | 70,707 | $2.4M |
| California State Teachers Retirement System | 0.00% | Add +0.3% | 69,049 | $2.4M |
| Truist Financial Corp. | 0.00% | Reduce -9.5% | 65,494 | $2.3M |
| F/m Investments LLC | 0.08% | New | 63,552 | $2.2M |
| Rosenthal | Henry Capital Advisors, Inc. | 2.06% | No change | 62,000 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +8.9% | 59,917 | $2.1M |
| Deutsche Bank AG | 0.00% | Add +15.1% | 58,598 | $2.0M |
| EJF Capital LP | 1.08% | New | 53,821 | $1.9M |
| AMG National Trust Bank | 0.04% | Add +0.6% | 51,733 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +25.8% | 51,698 | $1.8M |
| Rafferty Asset Management, LLC | 0.01% | Add +28.7% | 50,401 | $1.7M |
| AlphaQuest LLC | 0.11% | Add +86.9% | 50,261 | $1.7M |
| Brandywine Global Investment Management, LLC | 0.01% | Reduce -3.6% | 48,743 | $1.7M |
| Captrust Financial Advisors | 0.00% | Add +3.6% | 45,927 | $1.6M |
| Salzhauer Michael | 0.78% | No change | 29,071 | $1.5M |
| MetLife Investment Management, LLC | 0.01% | Add +1.6% | 42,574 | $1.5M |
| Peak Planning Group, LLC | 0.76% | No change | 42,431 | $1.5M |
| Squarepoint Ops LLC | 0.00% | New | 41,782 | $1.4M |
| LPL Financial LLC | 0.00% | Add +9.3% | 39,029 | $1.3M |
| Creative Planning | 0.00% | Add +47.8% | 38,763 | $1.3M |
| Equitable Trust Co. | 0.06% | Reduce -11.9% | 37,504 | $1.3M |
| Financial Security Advisor, Inc. | 0.27% | Add +0.2% | 36,956 | $1.3M |
| Intech Investment Management LLC | 0.01% | Reduce -7.2% | 37,149 | $1.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.8% | 36,624 | $1.3M |
| Susquehanna Portfolio Strategies, LLC | 0.02% | New | 35,492 | $1.2M |
| Choreo, LLC | 0.02% | Add +0.1% | 34,015 | $1.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -11.9% | 34,130 | $1.2M |
| Two Sigma Advisers, LP | 0.00% | Add +10.8% | 31,723 | $1.1M |
| Kanawha Capital Management LLC | 0.07% | New | 30,901 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | No change | 29,443 | $1.0M |
| Franklin Resources Inc. | 0.00% | Add +6.4% | 29,355 | $1.0M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 26,237 | $907K |
| Verition Fund Management LLC | 0.01% | New | 25,296 | $874K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -0.7% | 25,049 | $866K |
| PBMares Wealth Management LLC | 0.14% | Add +0.1% | 24,296 | $840K |
| Bay Capital Advisors, LLC | 0.54% | Add +21.7% | 23,906 | $826K |
| SummerHaven Investment Management, LLC | 0.48% | Reduce -17.6% | 23,593 | $816K |
| Thrivent Financial for Lutherans | 0.00% | New | 22,746 | $786K |
| Persistent Asset Partners Ltd | 0.57% | Add +142.0% | 22,727 | $786K |
| Level Four Advisory Services, LLC | 0.03% | No change | 22,397 | $774K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +10.3% | 22,024 | $761K |
| Susquehanna Fundamental Investments, LLC | 0.03% | New | 22,009 | $761K |
| New York State Common Retirement Fund | 0.00% | No change | 21,754 | $752K |
| Arizona State Retirement System | 0.00% | Add +1.5% | 21,028 | $727K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +40.8% | 20,980 | $725K |
| Mackenzie Financial Corp. | 0.00% | Reduce -1.2% | 20,646 | $714K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +29.9% | 20,607 | $712K |
| Teacher Retirement System of Texas | 0.00% | Reduce -23.7% | 20,317 | $702K |
| US Bancorp \de | 0.00% | Reduce -24.4% | 20,193 | $698K |
| SG Americas Securities, LLC | 0.00% | Add +146.8% | 18,890 | $653K |
| Vista Investment Management | 0.23% | Reduce -0.3% | 18,869 | $652K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -32.0% | 18,365 | $635K |
| Allworth Financial LP | 0.00% | Reduce -9.9% | 17,603 | $609K |
| Arbor Investment Advisors, LLC | 0.08% | New | 17,462 | $604K |
| Campbell & CO Investment Adviser LLC | 0.05% | Add +64.7% | 17,428 | $602K |
| Bay Rivers Group | 0.25% | No change | 17,378 | $601K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +0.3% | 17,294 | $598K |
| Sei Investments Co. | 0.00% | Add +15.0% | 16,956 | $586K |
| HRT Financial LP | 0.00% | New | 16,717 | $577K |
| London Co. of Virginia | 0.00% | No change | 16,369 | $566K |
| O'Brien Greene & Co. Inc | 0.17% | No change | 16,042 | $555K |
| MML Investors Services, LLC | 0.00% | Add +14.7% | 15,800 | $546K |
| Jefferies Financial Group Inc. | 0.01% | New | 15,725 | $544K |
| First Western Trust Bank | 0.02% | Reduce -0.7% | 15,366 | $531K |
| Quadrant Capital Group LLC | 0.02% | No change | 15,289 | $529K |
| KLP Kapitalforvaltning As | 0.00% | No change | 15,100 | $525K |
| Handelsbanken Fonder AB | 0.00% | No change | 15,188 | $525K |
| XML Financial, LLC | 0.04% | No change | 15,055 | $520K |
| Integrated Wealth Concepts LLC | 0.00% | Add +1.4% | 15,016 | $519K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 14,975 | $518K |
| BNP Paribas Financial Markets | 0.00% | Add +113.6% | 14,884 | $515K |
| Balyasny Asset Management L.P. | 0.00% | New | 14,682 | $508K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 14,383 | $497K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.0% | 14,261 | $493K |
| Entropy Technologies, LP | 0.04% | New | 13,871 | $480K |
| Ascent Group, LLC | 0.02% | Add +105.1% | 13,803 | $477K |
| Redmond Asset Management, LLC | 0.12% | No change | 13,607 | $470K |
| Royal Bank of Canada | 0.00% | Reduce -23.1% | 13,572 | $469K |
| Inspire Investing, LLC | 0.04% | Add +15.6% | 13,159 | $455K |
| Voya Investment Management LLC | 0.00% | Reduce -34.9% | 12,980 | $449K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +11.5% | 12,666 | $438K |
| ProShare Advisors LLC | 0.00% | Reduce -13.4% | 12,561 | $434K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -0.1% | 12,036 | $416K |
| Quantinno Capital Management LP | 0.00% | New | 12,005 | $415K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -2.9% | 11,745 | $406K |
| Keybank National Association | 0.00% | Reduce -10.2% | 11,675 | $404K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 11,658 | $403K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Add +54.1% | 11,192 | $387K |
| Elo Mutual Pension Insurance Co | 0.01% | Reduce -30.3% | 11,100 | $384K |
| Stifel Financial Corp. | 0.00% | New | 11,061 | $382K |
| GAMCO Investors | 0.00% | No change | 11,000 | $380K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +8.1% | 10,916 | $372K |
| Yakira Capital Management, Inc. | 0.14% | New | 10,747 | $372K |
| BCS Wealth Management | 0.08% | No change | 10,620 | $367K |
| Occudo Quantitative Strategies LP | 0.04% | New | 10,328 | $357K |
| Commonwealth Equity Services, LLC | 0.00% | Add +14.2% | 10,334 | $357K |
| Ellsworth Advisors, LLC | 0.08% | Add +1.6% | 10,593 | $356K |
| &partners | 0.00% | Add +0.7% | 10,109 | $349K |
| Compton Wealth Advisory Group, LLC | 0.08% | No change | 10,007 | $346K |
| Point72 Asset Management | 0.00% | New | 9,977 | $345K |
| MQS Management LLC | 0.20% | New | 9,790 | $338K |
| Prudential Financial Inc. | 0.00% | Add +3.3% | 9,733 | $336K |
| Ieq Capital, LLC | 0.00% | New | 9,062 | $313K |
| Pictet Asset Management Holding SA | 0.00% | No change | 9,003 | $311K |
| Tull Financial Group, Inc. | 0.13% | Add +0.1% | 8,817 | $305K |
| McRae Capital Management Inc. | 0.06% | New | 8,574 | $296K |
| Graham Capital Management, L.P. | 0.02% | New | 8,522 | $295K |
| CIBC Bancorp USA Inc. | 0.00% | — | 7,831 | $271K |
| Cetera Investment Advisers | 0.00% | New | 7,735 | $267K |
| Mariner, LLC | 0.00% | Add +12.5% | 7,585 | $262K |
| State of Wisconsin Investment Board | 0.00% | Add +7.8% | 7,109 | $246K |
| Kingswood Wealth Advisors, LLC | 0.01% | No change | 6,947 | $240K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 6,748 | $234K |
| American Capital Advisory, LLC | 0.11% | Add +350.3% | 6,755 | $234K |
| Cordgrass Capital Advisors, LLC | 0.06% | No change | 6,740 | $233K |
| Signature Estate & Investment Advisors LLC | 0.01% | No change | 6,727 | $233K |
| Landscape Capital Management, L.L.C. | 0.01% | New | 6,620 | $229K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -16.6% | 6,137 | $212K |
| Aldebaran Financial Inc. | 0.21% | No change | 6,000 | $207K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.03% | New | 5,931 | $205K |
| Legacy Wealth Asset Management, LLC | 0.05% | New | 5,884 | $203K |
| Janney Montgomery Scott LLC | 0.00% | New | 5,844 | $202K |
| Rockefeller Capital Management L.P. | 0.00% | New | 5,322 | $184K |
| Sterling Capital Management LLC | 0.00% | Add +163.6% | 5,087 | $176K |
| Evermay Wealth Management LLC | 0.02% | No change | 5,000 | $174K |
| Cwm, LLC | 0.00% | Add +128.4% | 5,036 | $174K |
| FMR LLC | 0.00% | Add +0.8% | 4,314 | $149K |
| Eastern Bank | 0.00% | New | 3,320 | $115K |
| 1620 Investment Advisors, Inc. | 0.07% | Add +1.3% | 3,032 | $105K |
| State of Alaska, Department of Revenue | 0.00% | New | 2,962 | $102K |
| KBC Group NV | 0.00% | Add +45.5% | 2,939 | $102K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 2,850 | $99K |
| Signaturefd, LLC | 0.00% | No change | 2,519 | $87K |
| Federated Hermes, Inc. | 0.00% | Reduce -42.8% | 2,484 | $86K |
| Amalgamated Bank | 0.00% | No change | 2,439 | $84K |
| SouthState Bank Corp | 0.00% | No change | 2,316 | $80K |
| LSV Asset Management | 0.00% | New | 2,200 | $76K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,158 | $75K |
| Bessemer Group Inc. | 0.00% | Add +1.0% | 2,142 | $74K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -79.3% | 2,135 | $74K |
| Arax Advisory Partners | 0.00% | Add +5194.7% | 2,012 | $70K |
| Assetmark, Inc. | 0.00% | New | 2,000 | $69K |
| Comerica Bank | 0.00% | Add +199.8% | 1,676 | $58K |
| Principal Securities, Inc. | 0.00% | Add +43.7% | 1,578 | $55K |
| Private Trust Co. NA | 0.00% | No change | 1,169 | $40K |
| Global Retirement Partners, LLC | 0.00% | Add +44.1% | 1,104 | $38K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,000 | $35K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,000 | $35K |
| Jones Financial Companies LLLP | 0.00% | Add +48.1% | 862 | $31K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.5% | 877 | $30K |
| Richardson Financial Services Inc. | 0.02% | Add +150.3% | 816 | $28K |
| Versant Capital Management, Inc | 0.00% | No change | 771 | $27K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -0.3% | 751 | $26K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 670 | $23K |
| Optiver Holding B.V. | 0.00% | New | 434 | $15K |
| Parallel Advisors, LLC | 0.00% | No change | 424 | $15K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 313 | $11K |
| City State Bank | 0.00% | No change | 300 | $10K |
| Godsey & Gibb, Inc. | 0.00% | No change | 283 | $10K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -27.4% | 259 | $9K |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.3% | 258 | $9K |
| Quarry LP | 0.00% | Add +144.1% | 249 | $9K |
| Root Financial Partners, LLC | 0.00% | New | 246 | $9K |
| GAMMA Investing LLC | 0.00% | Add +9.9% | 245 | $8K |
| Hillsdale Investment Management Inc. | 0.00% | No change | 200 | $7K |
| Dogwood Wealth Management LLC | 0.00% | No change | 190 | $7K |
| Smartleaf Asset Management LLC | 0.00% | Add +96.3% | 161 | $6K |
| Essential Partners LLC | 0.00% | Add +850.0% | 152 | $5K |
| Costello Asset Management, INC | 0.00% | Add +0.8% | 118 | $4K |
| Heritage Wealth Advisors | 0.00% | No change | 116 | $4K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 91 | $3K |
| LRI Investments, LLC | 0.00% | New | 78 | $3K |
| IFP Advisors, Inc | 0.00% | Add +0.0% | 76 | $3K |
| Larson Financial Group LLC | 0.00% | Reduce -46.0% | 61 | $2K |
| Advisory Services Network, LLC | 0.00% | New | 59 | $2K |
| Hemington Wealth Management | 0.00% | Add +16.4% | 71 | $2K |
| Rothschild Investment LLC | 0.00% | Reduce -23.1% | 50 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 44 | $2K |
| Wealthspire Advisors, LLC | 0.00% | New | 42 | $1K |
| Simplex Trading, LLC | 0.00% | New | 30 | $1K |
| Main Street Group, LTD | 0.00% | No change | 24 | $830 |
| Sunbelt Securities, Inc. | 0.00% | New | 24 | $830 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 23 | $795 |
| Farther Finance Advisors, LLC | 0.00% | Add +90.9% | 21 | $726 |
| Fortitude Family Office, LLC | 0.00% | No change | 15 | $519 |
| Financial Consulate, Inc. | 0.00% | New | 13 | $450 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 12 | $441 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 11 | $384 |
| SJS Investment Consulting Inc. | 0.00% | No change | 10 | $346 |
| Rialto Wealth Management, LLC | 0.00% | Add +100.0% | 6 | $208 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +25.0% | 5 | $172 |
| HFM Investment Advisors, LLC | 0.00% | No change | 4 | $138 |
| True Wealth Design, LLC | 0.00% | No change | 2 | $70 |
| Covestor Ltd | 0.00% | Reduce -20.0% | 4 | $0 |
| Cloud Capital Management, LLC | 0.00% | New | 13 | $0 |
"% of holder's portfolio" is TOWN's weight in each manager's 13F, not the share of Towne Bank the manager owns.