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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
DPW
287
DiNuzzo Private Wealth
Pennsylvania
$435
BWA
288
Basecamp Wealth Advisors
Washington
$290
BHWM
289
Bay Harbor Wealth Management
Maryland
$290
HIA
290
HFM Investment Advisors
New Jersey
$290 +$140 +4 +100%
TFA
291
Transamerica Financial Advisors
Florida
$255
CIAM
292
Caitong International Asset Management
Hong Kong
$254
LI
293
LRI Investments
Florida
$145 -$3.74K -107 -96%
DF
294
DecisionPoint Financial
Arizona
$74 +$70 +2 New
DF
295
Dunhill Financial
United Kingdom
$52
MCA
296
Maryland Capital Advisors
Maryland
$37 +$35 +1 New
RWM
297
Raffa Wealth Management
District of Columbia
$36
HFS
298
Hughes Financial Services
Virginia
$36 +$35 +1 New
Wellington Management Group
299
Wellington Management Group
Massachusetts
-$15.3M -455,109 Closed
NIG
300
NFJ Investment Group
Texas
-$13.7M -408,102 Closed