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Towne Bank

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
276
AssetMark Inc
California
$2.14K – – –
JWA
277
JFS Wealth Advisors
Pennsylvania
$1.82K +$349 +10 +25%
BFS
278
Bare Financial Services
Pennsylvania
$1.59K +$524 +15 +52%
FFO
279
Fortitude Family Office
Arizona
$1.56K – – –
QL
280
Quarry LP
New York
$1.49K +$1.43K +41 New
MPWT
281
MassMutual Private Wealth & Trust
Connecticut
$834 – – –
TWD
282
True Wealth Design
Ohio
$798 +$768 +22 New
CCMI
283
Creative Capital Management Investments
California
$797 +$768 +22 New
RWM
284
Rialto Wealth Management
New York
$762 -$35 -1 -5%
KFAS
285
Keating Financial Advisory Services
Kansas
$652 +$35 +1 +6%
SWM
286
SHP Wealth Management
Massachusetts
$580 +$559 +16 New
AIM
287
Anchor Investment Management
South Carolina
$544 +$524 +15 New
DPW
288
DiNuzzo Private Wealth
Pennsylvania
$435 – – –
BWA
289
Basecamp Wealth Advisors
Washington
$290 – – –
BHWM
290
Bay Harbor Wealth Management
Maryland
$290 – – –
HIA
291
HFM Investment Advisors
New Jersey
$290 +$140 +4 +100%
TFA
292
Transamerica Financial Advisors
Florida
$255 – – –
CIAM
293
Caitong International Asset Management
Hong Kong
$254 – – –
LI
294
LRI Investments
Florida
$145 -$3.74K -107 -96%
DF
295
DecisionPoint Financial
Arizona
$74 +$70 +2 New
DF
296
Dunhill Financial
United Kingdom
$52 – – –
MCA
297
Maryland Capital Advisors
Maryland
$37 +$35 +1 New
RWM
298
Raffa Wealth Management
District of Columbia
$36 – – –
HFS
299
Hughes Financial Services
Virginia
$36 +$35 +1 New
Wellington Management Group
300
Wellington Management Group
Massachusetts
– -$15.3M -455,109 Closed