Towne BankTOWN
13F holders, Q1 2026 (March 31)287holders +25
58new positions
34sold out
5famous investors
$33.68avg. 13F price*
At the end of Q1 2026, 287 institutions reported holding Towne Bank (TOWN) in their 13F filings, up 25 from Q4 2025. 58 opened new positions and 34 sold out. The largest holders were BlackRock, Inc. ($210.0M), Vanguard Portfolio Management LLC ($164.3M) and T. Rowe Price Investment Management, Inc. ($154.7M). 5 famous investors held it, including Ray Dalio (0.0% of Bridgewater Associates's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- Towne Bank
- CUSIP
- 89214P109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $132.4M |
| Exits | 34 | $35.6M |
All 13F filers, Q4 2025 → Q1 2026: 9,827,596 shares bought and 2,700,770 shares sold, net +7,126,826 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 287 holders
| BlackRock, Inc. | 0.00% | Add +15.1% | 6,236,916 | $210.0M |
| Vanguard Portfolio Management LLC | 0.01% | — | 4,879,334 | $164.3M |
| T. Rowe Price Investment Management, Inc. | 0.11% | Add +16.1% | 4,595,634 | $154.7M |
| Dimensional Fund Advisors LP | 0.03% | Add +1.4% | 4,399,012 | $148.1M |
| Vanguard Capital Management LLC | 0.00% | — | 3,895,642 | $131.2M |
| State Street Corp. | 0.00% | Add +19.6% | 2,556,668 | $86.8M |
| Geode Capital Management, LLC | 0.00% | Add +20.9% | 2,189,461 | $73.7M |
| Victory Capital Management Inc. | 0.04% | Reduce -5.8% | 1,976,189 | $66.5M |
| Brown Advisory Inc. | 0.09% | Add +1.7% | 1,540,529 | $51.9M |
| Patriot Financial Partners GP II, L.P. | 13.16% | New | 1,518,143 | $51.1M |
| Janus Henderson Group PLC | 0.02% | Add +86.0% | 1,314,373 | $44.3M |
| Capital International Investors | 0.01% | New | 1,110,044 | $37.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +15.3% | 936,599 | $31.5M |
| Royce & Associates LP | 0.26% | Add +7.0% | 795,155 | $26.8M |
| Northern Trust Corp. | 0.00% | Add +22.1% | 773,818 | $26.1M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -3.7% | 623,214 | $21.0M |
| Renaissance Technologies | 0.03% | Reduce -13.1% | 590,319 | $19.9M |
| FJ Capital Management LLC | 2.12% | Add +206.6% | 559,772 | $18.8M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 551,347 | $18.6M |
| Bank of America Corp. | 0.00% | Add +32.5% | 511,823 | $17.2M |
| Bank of New York Mellon Corp | 0.00% | Add +4.5% | 504,694 | $17.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.4% | 479,836 | $16.2M |
| Nuveen, LLC | 0.00% | Add +2.0% | 464,255 | $15.6M |
| Marshall Wace, LLP | 0.02% | Add +130.0% | 455,583 | $15.3M |
| Wellington Management Group LLP | 0.00% | Reduce -3.4% | 455,109 | $15.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -28.3% | 408,814 | $13.8M |
| NFJ Investment Group, LLC | 0.52% | Reduce -8.1% | 408,102 | $13.7M |
| American Century Companies Inc. | 0.01% | Reduce -2.9% | 388,428 | $13.1M |
| Lightrock Netherlands B.V. | 2.39% | Add +0.5% | 332,752 | $11.2M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -6.5% | 322,474 | $10.9M |
| Captrust Financial Advisors | 0.02% | Add +518.7% | 322,242 | $10.8M |
| Russell Investments Group, Ltd. | 0.01% | Add +35.5% | 313,486 | $10.6M |
| Susquehanna International Group, LLP | 0.01% | Add +204.4% | 303,173 | $10.2M |
| Raymond James Financial Inc. | 0.00% | Add +18.0% | 287,955 | $9.7M |
| Rhino Investment Partners, Inc | 2.70% | Add +71.8% | 287,682 | $9.7M |
| Morgan Stanley | 0.00% | Reduce -29.9% | 253,159 | $8.5M |
| Bridgewater Associates | 0.03% | Add +45.8% | 227,497 | $7.7M |
| Towne Trust Company, N.A | 2.19% | Reduce -1.3% | 201,876 | $6.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -48.5% | 202,519 | $6.8M |
| Fourthstone LLC | 1.15% | New | 200,884 | $6.8M |
| AQR Capital Management | 0.00% | Add +66.7% | 199,839 | $6.7M |
| Deprince Race & Zollo Inc. | 0.12% | Add +8.3% | 189,953 | $6.4M |
| Swiss National Bank | 0.00% | Add +13.8% | 172,915 | $5.8M |
| Sei Investments Co. | 0.01% | Add +88.6% | 172,751 | $5.8M |
| Clearstead Advisors, LLC | 0.05% | Add +0.2% | 156,809 | $5.3M |
| De Lisle Partners LLP | 0.58% | Add +88.1% | 144,341 | $4.9M |
| MBL Wealth, LLC | 0.37% | New | 144,080 | $4.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +11.3% | 137,561 | $4.6M |
| Focus Partners Wealth | 0.00% | Add +1.1% | 130,006 | $4.4M |
| Alliancebernstein L.P. | 0.00% | Add +43.8% | 129,642 | $4.3M |
| Maltese Capital Management LLC | 0.86% | Reduce -3.8% | 127,454 | $4.3M |
| Systematic Financial Management LP | 0.10% | New | 124,547 | $4.2M |
| Cwm, LLC | 0.01% | Add +3216.6% | 122,083 | $4.1M |
| Panagora Asset Management Inc. | 0.01% | Reduce -19.8% | 118,150 | $4.0M |
| Cerity Partners LLC | 0.01% | Add +1.4% | 117,998 | $4.0M |
| Rhumbline Advisers | 0.00% | Add +4.0% | 117,044 | $3.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +22.3% | 110,471 | $3.7M |
| DAVENPORT & Co LLC | 0.02% | Add +17.7% | 103,556 | $3.5M |
| Invesco Ltd. | 0.00% | Add +8.1% | 97,738 | $3.3M |
| California State Teachers Retirement System | 0.00% | Add +34.9% | 96,847 | $3.3M |
| Two Sigma Investments, LP | 0.00% | Add +28.6% | 94,045 | $3.2M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | Reduce -48.6% | 93,489 | $3.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 88,250 | $3.0M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +406.9% | 87,672 | $3.0M |
| Emerald Investment Advisers, LLC | 0.26% | — | 86,568 | $2.9M |
| Franklin Resources Inc. | 0.00% | Add +147.7% | 85,800 | $2.9M |
| Endeavour Capital Advisors Inc. | 0.65% | New | 85,706 | $2.9M |
| Fieldview Capital Management, LLC | 0.81% | New | 82,283 | $2.8M |
| UBS Group AG | 0.00% | Reduce -62.2% | 81,849 | $2.8M |
| Guggenheim Capital LLC | 0.02% | Reduce -21.2% | 77,611 | $2.6M |
| Legal & General Group Plc | 0.00% | Reduce -0.7% | 77,559 | $2.6M |
| First Trust Advisors LP | 0.00% | Add +8.9% | 76,470 | $2.6M |
| Deutsche Bank AG | 0.00% | Add +19.8% | 73,253 | $2.5M |
| Truist Financial Corp. | 0.00% | Add +6.4% | 68,781 | $2.3M |
| Wells Fargo & Company | 0.00% | Reduce -49.5% | 68,308 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 67,150 | $2.3M |
| Martingale Asset Management L P | 0.06% | Reduce -41.7% | 66,260 | $2.2M |
| Bayview Asset Management, LLC | 1.78% | Add +15.1% | 63,302 | $2.1M |
| Rosenthal | Henry Capital Advisors, Inc. | 2.04% | No change | 62,000 | $2.1M |
| Barclays PLC | 0.00% | Reduce -58.9% | 61,748 | $2.1M |
| Citigroup Inc. | 0.00% | Reduce -25.4% | 61,094 | $2.1M |
| Vanguard Global Advisers, LLC | 0.00% | — | 60,523 | $2.0M |
| ExodusPoint Capital Management, LP | 0.02% | New | 58,331 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +3.7% | 57,160 | $1.9M |
| Citadel Advisors | 0.00% | Reduce -66.9% | 56,642 | $1.9M |
| Apella Capital, LLC | 0.03% | New | 50,068 | $1.8M |
| Verity Asset Management, Inc. | 0.74% | New | 52,245 | $1.8M |
| AMG National Trust Bank | 0.04% | Reduce -2.1% | 51,955 | $1.7M |
| Quantinno Capital Management LP | 0.00% | Add +462.9% | 51,368 | $1.7M |
| Financial Security Advisor, Inc. | 0.30% | Add +25.4% | 48,077 | $1.6M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +622.7% | 47,886 | $1.6M |
| Salzhauer Michael | 0.75% | Add +62.1% | 47,121 | $1.6M |
| MetLife Investment Management, LLC | 0.01% | Add +14.3% | 46,862 | $1.6M |
| Dark Forest Capital Management LP | 0.14% | Add +27.3% | 45,612 | $1.5M |
| Rafferty Asset Management, LLC | 0.01% | Add +4.4% | 45,467 | $1.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +18.2% | 42,349 | $1.4M |
| Banc Funds Co. LLC | 0.26% | New | 40,804 | $1.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +18.2% | 40,373 | $1.4M |
| LPL Financial LLC | 0.00% | Add +3.0% | 37,714 | $1.3M |
| Equitable Trust Co. | 0.06% | No change | 37,504 | $1.3M |
| Choreo, LLC | 0.02% | Add +9.9% | 37,149 | $1.3M |
| Corient Private Wealth LP | 0.00% | New | 37,368 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.1% | 37,343 | $1.3M |
| Graham Capital Management, L.P. | 0.06% | Add +100.5% | 37,299 | $1.3M |
| Creative Planning | 0.00% | Add +27.4% | 37,089 | $1.2M |
| Novare Capital Management LLC | 0.10% | New | 36,500 | $1.2M |
| Numerai GP LLC | 0.12% | Reduce -35.0% | 36,196 | $1.2M |
| Old North State Wealth Management, LLC | 0.55% | New | 35,290 | $1.2M |
| Bay Capital Advisors, LLC | 0.70% | No change | 33,760 | $1.1M |
| Peak Planning Group, LLC | 0.31% | Reduce -13.6% | 33,367 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +179.4% | 31,487 | $1.1M |
| HUB Investment Partners, LLC | 0.03% | New | 31,121 | $1.0M |
| VARCOV Co. | 0.38% | New | 29,989 | $1.0M |
| Baird Financial Group, Inc. | 0.00% | No change | 29,443 | $991K |
| BNP Paribas Financial Markets | 0.00% | Add +67.6% | 28,875 | $972K |
| Motley Fool Asset Management LLC | 0.04% | New | 28,094 | $946K |
| &partners | 0.00% | Add +167.8% | 27,928 | $940K |
| New York State Common Retirement Fund | 0.00% | Add +12.5% | 27,854 | $938K |
| Kanawha Capital Management LLC | 0.07% | Reduce -10.9% | 27,511 | $926K |
| Edgestream Partners, L.P. | 0.03% | Add +12.8% | 27,231 | $917K |
| SG Americas Securities, LLC | 0.00% | Reduce -37.4% | 25,955 | $874K |
| Laurel Wealth Advisors LLC | 0.08% | Add +5915.8% | 24,364 | $853K |
| Cary Street Partners Financial LLC | 0.02% | No change | 24,799 | $835K |
| Entropy Technologies, LP | 0.04% | Add +96.4% | 24,671 | $831K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +43.7% | 24,269 | $817K |
| Arizona State Retirement System | 0.00% | Add +12.4% | 24,070 | $810K |
| Osaic Holdings, Inc. | 0.00% | Reduce -31.0% | 23,841 | $803K |
| Harbor Capital Advisors, Inc. | 0.06% | Add +9238.8% | 23,814 | $802K |
| Federated Hermes, Inc. | 0.00% | Reduce -5.5% | 23,431 | $789K |
| Thrivent Financial for Lutherans | 0.00% | No change | 22,746 | $766K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.8% | 22,585 | $760K |
| Level Four Advisory Services, LLC | 0.02% | Add +0.1% | 22,417 | $755K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 21,129 | $711K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.0% | 20,989 | $707K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +6.0% | 20,630 | $695K |
| SummerHaven Investment Management, LLC | 0.42% | Reduce -13.5% | 20,413 | $687K |
| Vista Investment Management | 0.23% | Add +6.0% | 20,264 | $682K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -17.1% | 20,043 | $675K |
| Handelsbanken Fonder AB | 0.00% | Add +29.6% | 19,688 | $663K |
| Intech Investment Management LLC | 0.01% | Reduce -41.2% | 19,667 | $662K |
| US Bancorp \de | 0.00% | Reduce -2.0% | 19,648 | $662K |
| KLP Kapitalforvaltning As | 0.00% | Add +17.7% | 19,300 | $654K |
| Live Oak Private Wealth LLC | 0.09% | New | 19,327 | $651K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -7.9% | 18,242 | $614K |
| Allworth Financial LP | 0.00% | Add +0.6% | 17,690 | $596K |
| Bay Rivers Group | 0.25% | Add +0.8% | 17,526 | $590K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -1.4% | 17,405 | $586K |
| FMR LLC | 0.00% | Add +155.9% | 17,386 | $585K |
| Prosperity Consulting Group, LLC | 0.02% | Add +42.5% | 16,500 | $556K |
| London Co. of Virginia | 0.00% | No change | 16,369 | $551K |
| Stifel Financial Corp. | 0.00% | Add +0.6% | 16,276 | $548K |
| O'Brien Greene & Co. Inc | 0.15% | No change | 16,042 | $540K |
| Integrated Wealth Concepts LLC | 0.00% | Add +7.2% | 15,897 | $535K |
| Quadrant Capital Group LLC | 0.02% | Add +0.3% | 15,373 | $518K |
| Commonwealth Equity Services, LLC | 0.00% | Add +57.8% | 15,315 | $516K |
| Inspire Investing, LLC | 0.03% | Add +9.0% | 15,199 | $512K |
| XML Financial, LLC | 0.04% | No change | 15,055 | $507K |
| First Western Trust Bank | 0.03% | Reduce -1.6% | 14,994 | $505K |
| Cordgrass Capital Advisors, LLC | 0.12% | Add +120.2% | 14,843 | $500K |
| Freestone Grove Partners LP | 0.00% | New | 14,600 | $492K |
| MQS Management LLC | 0.33% | Add +119.8% | 14,548 | $490K |
| Royal Bank of Canada | 0.00% | Add +0.9% | 14,374 | $484K |
| Ascent Group, LLC | 0.02% | No change | 13,635 | $459K |
| Redmond Asset Management, LLC | 0.13% | No change | 13,607 | $458K |
| Amundi | 0.00% | New | 13,432 | $452K |
| Prudential Financial Inc. | 0.00% | New | 13,346 | $449K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +1.0% | 13,192 | $446K |
| GAMCO Investors | 0.00% | Add +19.1% | 13,100 | $441K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | No change | 12,915 | $435K |
| Pictet Asset Management Holding SA | 0.00% | Add +11.9% | 12,912 | $435K |
| Keybank National Association | 0.00% | Add +0.1% | 12,804 | $431K |
| Arkadios Wealth Advisors | 0.01% | New | 12,767 | $430K |
| Wagner Wealth Management, LLC | 0.09% | New | 12,681 | $427K |
| Voya Investment Management LLC | 0.00% | Reduce -2.5% | 12,598 | $424K |
| ProShare Advisors LLC | 0.00% | Reduce -7.1% | 12,471 | $420K |
| First Citizens Bank & Trust Co. | 0.01% | New | 12,147 | $409K |
| Ieq Capital, LLC | 0.00% | New | 11,999 | $404K |
| Princeton Capital Management LLC | 0.11% | New | 11,944 | $402K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 11,658 | $393K |
| Brevan Howard Capital Management LP | 0.00% | New | 11,562 | $389K |
| Polymer Capital Management (US) LLC | 0.06% | New | 11,296 | $380K |
| Squarepoint Ops LLC | 0.00% | Reduce -78.6% | 11,295 | $380K |
| Ellsworth Advisors, LLC | 0.07% | No change | 10,677 | $359K |
| BCS Wealth Management | 0.07% | Reduce -50.0% | 10,620 | $358K |
| Compton Wealth Advisory Group, LLC | 0.08% | No change | 10,007 | $340K |
| Collaborative Wealth Managment Inc. | 0.15% | New | 9,725 | $327K |
| Red Reef Advisors LLC | 0.34% | New | 9,706 | $327K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -9.0% | 9,430 | $320K |
| Voloridge Investment Management, LLC | 0.00% | Reduce -44.8% | 9,401 | $317K |
| Landscape Capital Management, L.L.C. | 0.02% | Add +35.8% | 8,991 | $303K |
| Holocene Advisors, LP | 0.00% | New | 8,881 | $299K |
| McRae Capital Management Inc. | 0.06% | No change | 8,574 | $289K |
| State of Wisconsin Investment Board | 0.00% | New | 8,534 | $287K |
| XTX Topco Ltd | 0.00% | New | 8,382 | $282K |
| Odyssean, LLC | 0.10% | New | 8,139 | $274K |
| Wills Financial Group LLC | 0.10% | Add +32.7% | 7,960 | $271K |
| Mariner, LLC | 0.00% | Add +13.8% | 8,032 | $270K |
| Verition Fund Management LLC | 0.00% | Reduce -86.9% | 7,950 | $268K |
| Xponance LLC | 0.00% | New | 7,902 | $266K |
| Biltmore Family Office, LLC | 0.03% | New | 7,000 | $238K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +14.7% | 7,041 | $237K |
| MTM Investment Management, LLC | 0.07% | Add +99.1% | 6,969 | $235K |
| American Capital Advisory, LLC | 0.09% | No change | 6,755 | $227K |
| Signature Estate & Investment Advisors LLC | 0.00% | No change | 6,727 | $226K |
| Mirabella Financial Services LLP | 0.02% | Reduce -75.4% | 6,666 | $224K |
| GTS Securities LLC | 0.01% | New | 6,638 | $224K |
| Tull Financial Group, Inc. | 0.10% | Add +0.2% | 6,456 | $217K |
| Diversified Trust Co. | 0.00% | New | 6,367 | $214K |
| OneDigital Investment Advisors LLC | 0.00% | New | 6,199 | $209K |
| Legacy Wealth Asset Management, LLC | 0.05% | New | 6,128 | $206K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 6,052 | $204K |
| DNB Asset Management AS | 0.00% | New | 6,035 | $203K |
| Aldebaran Financial Inc. | 0.19% | No change | 6,000 | $202K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -48.8% | 5,683 | $191K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.2% | 5,407 | $182K |
| Evermay Wealth Management LLC | 0.02% | No change | 5,000 | $170K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1674.1% | 4,453 | $150K |
| 1620 Investment Advisors, Inc. | 0.09% | Add +5.1% | 3,781 | $127K |
| Brown Brothers Harriman & Co. | 0.00% | New | 3,500 | $118K |
| Eastern Bank | 0.00% | No change | 3,320 | $112K |
| State of Alaska, Department of Revenue | 0.00% | No change | 3,116 | $104K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 3,051 | $103K |
| KBC Group NV | 0.00% | No change | 2,939 | $99K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 2,855 | $97K |
| Sterling Capital Management LLC | 0.00% | Reduce -32.8% | 2,851 | $96K |
| SouthState Bank Corp | 0.00% | No change | 2,316 | $78K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.3% | 2,230 | $75K |
| Signaturefd, LLC | 0.00% | Reduce -10.5% | 2,038 | $69K |
| Fifth Third Bancorp | 0.00% | New | 2,006 | $68K |
| Atlantic Union Bankshares Corp | 0.00% | Add +33.5% | 1,335 | $45K |
| Private Trust Co. NA | 0.00% | No change | 1,169 | $39K |
| Salem Investment Counselors Inc. | 0.00% | New | 1,000 | $34K |
| CrossGen Wealth, LLC | 0.03% | Reduce -41.6% | 928 | $31K |
| Versant Capital Management, Inc | 0.00% | Add +7.9% | 897 | $30K |
| Public Employees Retirement System of Ohio | 0.00% | Add +1.8% | 868 | $29K |
| Jones Financial Companies LLLP | 0.00% | Reduce -28.3% | 862 | $29K |
| Abound Financial, LLC | 0.01% | No change | 800 | $27K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 670 | $23K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +4.7% | 663 | $22K |
| Opal Wealth Advisors, LLC | 0.00% | New | 603 | $20K |
| Smartleaf Asset Management LLC | 0.00% | Add +18.3% | 549 | $18K |
| Kemnay Advisory Services Inc. | 0.00% | New | 524 | $18K |
| Daytona Street Capital LLC | 0.01% | New | 498 | $17K |
| Farther Finance Advisors, LLC | 0.00% | Add +10.6% | 448 | $15K |
| Parallel Advisors, LLC | 0.00% | No change | 424 | $14K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -69.5% | 394 | $13K |
| Root Financial Partners, LLC | 0.00% | Add +50.2% | 383 | $13K |
| Covestor Ltd | 0.01% | Reduce -49.6% | 360 | $12K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 313 | $11K |
| City State Bank | 0.00% | No change | 300 | $10K |
| Optiver Holding B.V. | 0.00% | Reduce -2.0% | 294 | $10K |
| Godsey & Gibb, Inc. | 0.00% | No change | 283 | $10K |
| GAMMA Investing LLC | 0.00% | Add +16.7% | 265 | $9K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 252 | $8K |
| MAI Capital Management | 0.00% | Add +431.9% | 250 | $8K |
| Arax Advisory Partners | 0.00% | Add +51.8% | 170 | $6K |
| Rothschild Investment LLC | 0.00% | Add +142.6% | 148 | $5K |
| Ares Financial Consulting, LLC | 0.00% | No change | 128 | $4K |
| Dogwood Wealth Management LLC | 0.00% | No change | 121 | $4K |
| Costello Asset Management, INC | 0.00% | Add +0.8% | 120 | $4K |
| Heritage Wealth Advisors | 0.00% | No change | 116 | $4K |
| LRI Investments, LLC | 0.00% | No change | 111 | $4K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Add +100.0% | 98 | $3K |
| Rossby Financial, LCC | 0.00% | New | 81 | $3K |
| IFP Advisors, Inc | 0.00% | Reduce -14.3% | 60 | $2K |
| Assetmark, Inc. | 0.00% | Reduce -20.3% | 59 | $2K |
| Advisory Services Network, LLC | 0.00% | New | 59 | $2K |
| Fortitude Family Office, LLC | 0.00% | Add +87.0% | 43 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -32.2% | 40 | $1K |
| CVA Family Office, LLC | 0.00% | New | 37 | $1K |
| Essential Partners LLC | 0.00% | Reduce -44.1% | 33 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 29 | $976 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 23 | $774 |
| Rialto Wealth Management, LLC | 0.00% | Add +214.3% | 22 | $741 |
| SJS Investment Consulting Inc. | 0.00% | Add +80.0% | 18 | $607 |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -34.6% | 17 | $572 |
| Sunbelt Securities, Inc. | 0.00% | No change | 15 | $505 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 12 | $405 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +14.3% | 8 | $269 |
| Basecamp Wealth Advisors LLC | 0.00% | New | 8 | $269 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -36.4% | 7 | $237 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 7 | $236 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 7 | $236 |
| HFM Investment Advisors, LLC | 0.00% | No change | 4 | $135 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $48 |
| Raffa Wealth Management, LLC | 0.00% | New | 1 | $34 |
| Curio Wealth, LLC | 0.00% | New | 1 | $34 |
"% of holder's portfolio" is TOWN's weight in each manager's 13F, not the share of Towne Bank the manager owns.