Towne BankTOWN
13F holders, Q4 2025 (December 31)262holders −1
28new positions
29sold out
9famous investors
$33.38avg. 13F price*
At the end of Q4 2025, 262 institutions reported holding Towne Bank (TOWN) in their 13F filings, down 1 from Q3 2025. 28 opened new positions and 29 sold out. The largest holders were Vanguard Group Inc. ($269.7M), BlackRock, Inc. ($180.8M) and Dimensional Fund Advisors LP ($144.8M). 9 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 Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Towne Bank
- CUSIP
- 89214P109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $33.0M |
| Exits | 29 | $23.4M |
All 13F filers, Q3 2025 → Q4 2025: 3,284,692 shares bought and 2,254,872 shares sold, net +1,029,820 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 262 holders
| Vanguard Group Inc. | 0.00% | Add +5.8% | 8,082,514 | $269.7M |
| BlackRock, Inc. | 0.00% | Add +0.2% | 5,416,989 | $180.8M |
| Dimensional Fund Advisors LP | 0.03% | Add +0.4% | 4,339,745 | $144.8M |
| T. Rowe Price Investment Management, Inc. | 0.08% | Reduce -8.4% | 3,958,862 | $132.1M |
| State Street Corp. | 0.00% | Add +1.0% | 2,138,398 | $71.9M |
| Victory Capital Management Inc. | 0.04% | Reduce -0.8% | 2,099,001 | $70.0M |
| Geode Capital Management, LLC | 0.00% | Add +0.7% | 1,811,213 | $60.4M |
| Brown Advisory Inc. | 0.07% | Add +1.6% | 1,515,187 | $50.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.6% | 812,010 | $27.1M |
| Royce & Associates LP | 0.25% | Add +23.2% | 743,455 | $24.8M |
| Janus Henderson Group PLC | 0.01% | Reduce -3.8% | 706,605 | $23.6M |
| Renaissance Technologies | 0.04% | Reduce -2.6% | 679,139 | $22.7M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +5.5% | 647,314 | $21.6M |
| Northern Trust Corp. | 0.00% | Reduce -8.2% | 633,572 | $21.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +34.8% | 569,906 | $19.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.7% | 486,625 | $16.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -9.5% | 483,205 | $16.1M |
| Wellington Management Group LLP | 0.00% | Add +4.6% | 471,313 | $15.7M |
| Nuveen, LLC | 0.00% | Add +13.1% | 455,280 | $15.2M |
| NFJ Investment Group, LLC | 0.53% | New | 444,099 | $14.8M |
| American Century Companies Inc. | 0.01% | Reduce -18.4% | 399,857 | $13.3M |
| JPMorgan Chase & Co. | 0.00% | Add +18.7% | 392,863 | $13.1M |
| Bank of America Corp. | 0.00% | Add +5.1% | 386,153 | $12.9M |
| Morgan Stanley | 0.00% | Add +28.8% | 361,370 | $12.1M |
| Qube Research & Technologies Ltd | 0.02% | Add +27.7% | 344,750 | $11.5M |
| Lightrock Netherlands B.V. | 2.29% | Add +7.3% | 331,252 | $11.1M |
| Millennium Management | 0.01% | Add +45.0% | 329,249 | $11.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.3% | 244,039 | $8.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +4.8% | 231,383 | $7.7M |
| UBS Group AG | 0.00% | Add +36.9% | 216,702 | $7.2M |
| Towne Trust Company, N.A | 2.13% | Reduce -0.3% | 204,516 | $6.8M |
| Marshall Wace, LLP | 0.01% | Add +1.4% | 198,084 | $6.6M |
| Point72 Asset Management | 0.01% | Add +1739.1% | 183,490 | $6.1M |
| FJ Capital Management LLC | 0.67% | Reduce -17.9% | 182,586 | $6.1M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Add +3.9% | 182,009 | $6.1M |
| Deprince Race & Zollo Inc. | 0.11% | Add +24.2% | 175,430 | $5.9M |
| Citadel Advisors | 0.00% | Add +73.5% | 171,328 | $5.7M |
| Rhino Investment Partners, Inc | 1.58% | New | 167,500 | $5.6M |
| Clearstead Advisors, LLC | 0.07% | Reduce -0.6% | 156,468 | $5.2M |
| Bridgewater Associates | 0.02% | Add +75.2% | 156,002 | $5.2M |
| Swiss National Bank | 0.00% | Add +5.3% | 151,915 | $5.1M |
| Barclays PLC | 0.00% | Add +22.3% | 150,038 | $5.0M |
| Panagora Asset Management Inc. | 0.02% | Add +4.6% | 147,329 | $4.9M |
| Wells Fargo & Company | 0.00% | Add +34.4% | 135,269 | $4.5M |
| Maltese Capital Management LLC | 0.80% | Add +29.3% | 132,500 | $4.4M |
| Focus Partners Wealth | 0.00% | Reduce -4.4% | 128,539 | $4.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +6.3% | 123,593 | $4.1M |
| AQR Capital Management | 0.00% | Add +21.4% | 119,912 | $4.0M |
| Cerity Partners LLC | 0.01% | Reduce -0.2% | 116,319 | $3.9M |
| Martingale Asset Management L P | 0.10% | Add +25.4% | 113,633 | $3.8M |
| Rhumbline Advisers | 0.00% | Reduce -6.9% | 112,584 | $3.8M |
| Susquehanna International Group, LLP | 0.00% | Add +24.0% | 99,581 | $3.3M |
| Guggenheim Capital LLC | 0.02% | Add +1.0% | 98,514 | $3.3M |
| Sei Investments Co. | 0.00% | Add +440.2% | 91,593 | $3.1M |
| Invesco Ltd. | 0.00% | Reduce -22.5% | 90,394 | $3.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.8% | 90,356 | $3.0M |
| Alliancebernstein L.P. | 0.00% | No change | 90,152 | $3.0M |
| DAVENPORT & Co LLC | 0.02% | Reduce -0.9% | 88,012 | $2.9M |
| F/m Investments LLC | 0.11% | Add +36.6% | 86,804 | $2.9M |
| Citigroup Inc. | 0.00% | Add +10.7% | 81,837 | $2.7M |
| Jane Street Group, LLC | 0.00% | Reduce -31.0% | 81,297 | $2.7M |
| Legal & General Group Plc | 0.00% | Reduce -6.0% | 78,125 | $2.6M |
| De Lisle Partners LLP | 0.33% | Reduce -34.2% | 76,731 | $2.6M |
| Two Sigma Investments, LP | 0.00% | Reduce -28.7% | 73,120 | $2.4M |
| California State Teachers Retirement System | 0.00% | Add +3.9% | 71,771 | $2.4M |
| First Trust Advisors LP | 0.00% | Reduce -14.2% | 70,241 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +12.1% | 67,150 | $2.2M |
| Truist Financial Corp. | 0.00% | Reduce -1.3% | 64,657 | $2.2M |
| Rosenthal | Henry Capital Advisors, Inc. | 1.92% | No change | 62,000 | $2.1M |
| Deutsche Bank AG | 0.00% | Add +4.3% | 61,143 | $2.0M |
| Verition Fund Management LLC | 0.01% | Add +139.7% | 60,622 | $2.0M |
| Seizert Capital Partners, LLC | 0.08% | New | 60,265 | $2.0M |
| Numerai GP LLC | 0.22% | New | 55,717 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +612.6% | 55,123 | $1.8M |
| Bayview Asset Management, LLC | 1.65% | New | 55,000 | $1.8M |
| AlphaQuest LLC | 0.10% | Add +5.7% | 53,128 | $1.8M |
| AMG National Trust Bank | 0.04% | Add +2.6% | 53,075 | $1.8M |
| Squarepoint Ops LLC | 0.00% | Add +26.1% | 52,683 | $1.8M |
| Captrust Financial Advisors | 0.00% | Add +13.4% | 52,081 | $1.7M |
| Brandywine Global Investment Management, LLC | 0.01% | Add +0.6% | 49,020 | $1.6M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +305.2% | 45,349 | $1.5M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -13.6% | 43,562 | $1.5M |
| SG Americas Securities, LLC | 0.00% | Add +119.4% | 41,437 | $1.4M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.7% | 41,002 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -23.1% | 39,756 | $1.3M |
| Financial Security Advisor, Inc. | 0.25% | Add +3.8% | 38,342 | $1.3M |
| Peak Planning Group, LLC | 0.36% | Reduce -9.0% | 38,596 | $1.3M |
| Equitable Trust Co. | 0.06% | No change | 37,504 | $1.3M |
| LPL Financial LLC | 0.00% | Reduce -6.2% | 36,624 | $1.2M |
| Engineers Gate Manager LP | 0.01% | New | 36,599 | $1.2M |
| Dark Forest Capital Management LP | 0.05% | Reduce -64.8% | 35,831 | $1.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.2% | 35,818 | $1.2M |
| Franklin Resources Inc. | 0.00% | Add +18.0% | 34,639 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -62.6% | 34,543 | $1.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.1% | 34,147 | $1.1M |
| Choreo, LLC | 0.01% | Reduce -0.7% | 33,795 | $1.1M |
| Bay Capital Advisors, LLC | 0.69% | Add +41.2% | 33,760 | $1.1M |
| Intech Investment Management LLC | 0.01% | Reduce -9.9% | 33,456 | $1.1M |
| Campbell & CO Investment Adviser LLC | 0.05% | Add +79.5% | 31,286 | $1.0M |
| Kanawha Capital Management LLC | 0.07% | Reduce -0.1% | 30,861 | $1.0M |
| Baird Financial Group, Inc. | 0.00% | No change | 29,443 | $983K |
| Creative Planning | 0.00% | Reduce -24.9% | 29,114 | $972K |
| Salzhauer Michael | 0.43% | No change | 29,071 | $970K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | Reduce -23.1% | 27,294 | $911K |
| Mirabella Financial Services LLP | 0.09% | New | 27,145 | $906K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -1.0% | 24,799 | $828K |
| Federated Hermes, Inc. | 0.00% | Add +898.1% | 24,793 | $827K |
| New York State Common Retirement Fund | 0.00% | Add +13.8% | 24,754 | $826K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -7.9% | 24,170 | $807K |
| Edgestream Partners, L.P. | 0.02% | Reduce -84.4% | 24,139 | $806K |
| SummerHaven Investment Management, LLC | 0.45% | Reduce 0.0% | 23,592 | $787K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +59.6% | 22,764 | $760K |
| Thrivent Financial for Lutherans | 0.00% | No change | 22,746 | $759K |
| Level Four Advisory Services, LLC | 0.02% | No change | 22,397 | $747K |
| Susquehanna Fundamental Investments, LLC | 0.03% | No change | 22,009 | $734K |
| Arizona State Retirement System | 0.00% | Add +1.8% | 21,410 | $714K |
| BCS Wealth Management | 0.07% | Add +100.0% | 21,240 | $709K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 20,980 | $700K |
| US Bancorp \de | 0.00% | Reduce -0.7% | 20,047 | $669K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -10.0% | 19,812 | $661K |
| D. E. Shaw & Co. | 0.00% | New | 19,707 | $658K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Reduce -5.5% | 19,464 | $650K |
| Vista Investment Management | 0.21% | Add +1.4% | 19,124 | $638K |
| Graham Capital Management, L.P. | 0.03% | Add +118.3% | 18,603 | $621K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -94.8% | 17,644 | $589K |
| Allworth Financial LP | 0.00% | Reduce -0.1% | 17,577 | $587K |
| Bay Rivers Group | 0.23% | No change | 17,378 | $580K |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 17,294 | $577K |
| BNP Paribas Financial Markets | 0.00% | Add +15.8% | 17,229 | $575K |
| Voloridge Investment Management, LLC | 0.00% | New | 17,029 | $568K |
| Jefferies Financial Group Inc. | 0.00% | Add +7.6% | 16,926 | $565K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +17.4% | 16,884 | $563K |
| KLP Kapitalforvaltning As | 0.00% | Add +8.6% | 16,400 | $551K |
| London Co. of Virginia | 0.00% | No change | 16,369 | $546K |
| Stifel Financial Corp. | 0.00% | Add +46.3% | 16,181 | $540K |
| O'Brien Greene & Co. Inc | 0.16% | No change | 16,042 | $535K |
| Tudor Investment Corporation | 0.00% | New | 15,960 | $533K |
| Quadrant Capital Group LLC | 0.02% | Add +0.3% | 15,327 | $511K |
| First Western Trust Bank | 0.03% | Reduce -0.8% | 15,242 | $509K |
| Handelsbanken Fonder AB | 0.00% | No change | 15,188 | $507K |
| XML Financial, LLC | 0.04% | No change | 15,055 | $502K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -1.3% | 14,826 | $495K |
| Acadian Asset Management LLC | 0.00% | New | 14,441 | $480K |
| Royal Bank of Canada | 0.00% | Add +5.0% | 14,246 | $475K |
| Inspire Investing, LLC | 0.04% | Add +5.9% | 13,939 | $465K |
| Ascent Group, LLC | 0.02% | Reduce -1.2% | 13,635 | $455K |
| Redmond Asset Management, LLC | 0.12% | No change | 13,607 | $454K |
| ProShare Advisors LLC | 0.00% | Add +6.9% | 13,427 | $448K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +93.5% | 13,059 | $436K |
| Voya Investment Management LLC | 0.00% | Reduce -0.4% | 12,925 | $431K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +2.0% | 12,915 | $431K |
| Keybank National Association | 0.00% | Add +9.5% | 12,789 | $427K |
| Entropy Technologies, LP | 0.02% | Reduce -9.4% | 12,560 | $419K |
| Trexquant Investment LP | 0.00% | New | 11,680 | $390K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 11,658 | $389K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -1.4% | 11,575 | $386K |
| Pictet Asset Management Holding SA | 0.00% | Add +28.2% | 11,543 | $385K |
| Two Sigma Securities, LLC | 0.05% | New | 11,535 | $385K |
| Ellsworth Advisors, LLC | 0.07% | Add +0.8% | 10,677 | $377K |
| MML Investors Services, LLC | 0.00% | Reduce -28.7% | 11,269 | $376K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +419.9% | 11,101 | $370K |
| GAMCO Investors | 0.00% | No change | 11,000 | $367K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.1% | 10,362 | $356K |
| &partners | 0.00% | Add +3.2% | 10,428 | $348K |
| Compton Wealth Advisory Group, LLC | 0.07% | No change | 10,007 | $334K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.1% | 9,708 | $324K |
| Teacher Retirement System of Texas | 0.00% | Reduce -54.7% | 9,212 | $307K |
| Quantinno Capital Management LP | 0.00% | Reduce -24.0% | 9,126 | $305K |
| McRae Capital Management Inc. | 0.06% | No change | 8,574 | $286K |
| Atria Investments, Inc | 0.00% | New | 8,324 | $278K |
| Jain Global LLC | 0.00% | New | 7,331 | $245K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -61.2% | 7,126 | $238K |
| DGS Capital Management, LLC | 0.04% | New | 7,087 | $236K |
| Gsa Capital Partners LLP | 0.02% | New | 7,067 | $236K |
| Mariner, LLC | 0.00% | Reduce -7.0% | 7,057 | $236K |
| JMN Financial LLC | 0.23% | — | 7,043 | $235K |
| Sciencast Management LP | 0.03% | New | 6,972 | $233K |
| FMR LLC | 0.00% | Add +57.5% | 6,795 | $227K |
| American Capital Advisory, LLC | 0.10% | No change | 6,755 | $225K |
| Cordgrass Capital Advisors, LLC | 0.05% | No change | 6,740 | $225K |
| Signature Estate & Investment Advisors LLC | 0.00% | No change | 6,727 | $224K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -55.8% | 6,626 | $221K |
| MQS Management LLC | 0.13% | Reduce -32.4% | 6,620 | $221K |
| Landscape Capital Management, L.L.C. | 0.01% | No change | 6,620 | $221K |
| Tull Financial Group, Inc. | 0.09% | Reduce -26.9% | 6,446 | $215K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 6,137 | $205K |
| Aldebaran Financial Inc. | 0.19% | No change | 6,000 | $202K |
| Wills Financial Group LLC | 0.08% | New | 6,000 | $200K |
| Rockefeller Capital Management L.P. | 0.00% | Add +3.9% | 5,531 | $185K |
| Evermay Wealth Management LLC | 0.02% | No change | 5,000 | $168K |
| Sterling Capital Management LLC | 0.00% | Reduce -16.6% | 4,244 | $142K |
| Cwm, LLC | 0.00% | Reduce -26.9% | 3,681 | $123K |
| Quantbot Technologies LP | 0.00% | New | 3,601 | $120K |
| 1620 Investment Advisors, Inc. | 0.08% | Add +18.6% | 3,596 | $120K |
| MTM Investment Management, LLC | 0.04% | New | 3,501 | $117K |
| Eastern Bank | 0.00% | No change | 3,320 | $111K |
| State of Alaska, Department of Revenue | 0.00% | Add +5.2% | 3,116 | $103K |
| KBC Group NV | 0.00% | No change | 2,939 | $98K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.2% | 2,855 | $96K |
| Bessemer Group Inc. | 0.00% | Add +8.8% | 2,331 | $78K |
| SouthState Bank Corp | 0.00% | No change | 2,316 | $77K |
| Amalgamated Bank | 0.00% | Reduce -5.4% | 2,308 | $77K |
| Signaturefd, LLC | 0.00% | Reduce -9.6% | 2,277 | $76K |
| Comerica Bank | 0.00% | Add +32.4% | 2,219 | $74K |
| LSV Asset Management | 0.00% | No change | 2,200 | $73K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,158 | $72K |
| CrossGen Wealth, LLC | 0.05% | — | 1,590 | $53K |
| Los Angeles Capital Management LLC | 0.00% | New | 1,294 | $42K |
| Jones Financial Companies LLLP | 0.00% | Add +39.4% | 1,202 | $40K |
| Private Trust Co. NA | 0.00% | No change | 1,169 | $39K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,000 | $33K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.6% | 900 | $30K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -92.9% | 853 | $28K |
| Versant Capital Management, Inc | 0.00% | Add +7.8% | 831 | $28K |
| Abound Financial, LLC | 0.01% | New | 800 | $27K |
| Covestor Ltd | 0.01% | Add +17750.0% | 714 | $24K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 670 | $22K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -15.7% | 633 | $21K |
| Quarry LP | 0.00% | Add +149.0% | 620 | $21K |
| Smartleaf Asset Management LLC | 0.00% | Add +188.2% | 464 | $16K |
| Parallel Advisors, LLC | 0.00% | No change | 424 | $14K |
| Farther Finance Advisors, LLC | 0.00% | Add +1828.6% | 405 | $14K |
| Laurel Wealth Advisors LLC | 0.00% | New | 405 | $13K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 313 | $10K |
| City State Bank | 0.00% | No change | 300 | $10K |
| Optiver Holding B.V. | 0.00% | Reduce -30.9% | 300 | $10K |
| Torren Management, LLC | 0.01% | — | 293 | $10K |
| Godsey & Gibb, Inc. | 0.00% | No change | 283 | $9K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.5% | 255 | $9K |
| Root Financial Partners, LLC | 0.00% | Add +3.7% | 255 | $9K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 252 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.7% | 251 | $8K |
| GAMMA Investing LLC | 0.00% | Reduce -7.3% | 227 | $8K |
| Global Retirement Partners, LLC | 0.00% | Reduce -81.3% | 207 | $7K |
| Ares Financial Consulting, LLC | 0.00% | — | 128 | $4K |
| Dogwood Wealth Management LLC | 0.00% | Reduce -36.3% | 121 | $4K |
| Costello Asset Management, INC | 0.00% | Add +0.8% | 119 | $4K |
| Heritage Wealth Advisors | 0.00% | No change | 116 | $4K |
| Arax Advisory Partners | 0.00% | Reduce -94.4% | 112 | $4K |
| LRI Investments, LLC | 0.00% | Add +42.3% | 111 | $4K |
| Assetmark, Inc. | 0.00% | Reduce -96.3% | 74 | $2K |
| IFP Advisors, Inc | 0.00% | Reduce -7.9% | 70 | $2K |
| Richardson Financial Services Inc. | 0.00% | Reduce -92.3% | 63 | $2K |
| Rothschild Investment LLC | 0.00% | Add +22.0% | 61 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +34.1% | 59 | $2K |
| Essential Partners LLC | 0.00% | Reduce -61.2% | 59 | $2K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -46.1% | 49 | $2K |
| MAI Capital Management | 0.00% | New | 47 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 26 | $868 |
| Fortitude Family Office, LLC | 0.00% | Add +53.3% | 23 | $768 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 23 | $768 |
| Simplex Trading, LLC | 0.00% | Reduce -43.3% | 17 | $567 |
| Sunbelt Securities, Inc. | 0.00% | Reduce -37.5% | 15 | $501 |
| Financial Consulate, Inc. | 0.00% | No change | 13 | $434 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 12 | $401 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 11 | $370 |
| SJS Investment Consulting Inc. | 0.00% | No change | 10 | $334 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +40.0% | 7 | $235 |
| Rialto Wealth Management, LLC | 0.00% | Add +16.7% | 7 | $234 |
| TD Private Client Wealth LLC | 0.00% | New | 7 | $234 |
| HFM Investment Advisors, LLC | 0.00% | No change | 4 | $134 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $48 |
"% of holder's portfolio" is TOWN's weight in each manager's 13F, not the share of Towne Bank the manager owns.