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Towne Bank

Name Holding Trade Value Shares
Change
Change in
Stake
FCA
201
FinTrust Capital Advisors
South Carolina
$1.38K – – –
GI
202
GAMMA Investing
California
$1.29K – – –
JWA
203
JFS Wealth Advisors
Pennsylvania
$1.21K – – –
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
SIC
205
SJS Investment Consulting
Ohio
$506 – – –
DPW
206
DiNuzzo Private Wealth
Pennsylvania
$225 +$28 +1 +14%
Fuller & Thaler Asset Management
207
Fuller & Thaler Asset Management
California
$140 – – –
RIL
208
Rothschild Investment LLC
Illinois
$140 +$139 +5 New
TWP
209
TFO Wealth Partners
Ohio
$84 – – –
A
210
AlphaQuest
New York
$28 +$28 +1 New
MCM
211
Maltese Capital Management
New York
– -$2.09M -70,200 Closed
HAM
212
HoldCo Asset Management
Florida
– -$1.11M -37,437 Closed
Canada Pension Plan Investment Board
213
Canada Pension Plan Investment Board
Ontario, Canada
– -$711K -23,896 Closed
Bank of Montreal
214
Bank of Montreal
Ontario, Canada
– -$503K -16,232 Closed
DWM
215
Dakota Wealth Management
Florida
– -$398K -13,370 Closed
NYLIM
216
New York Life Investment Management
New York
– -$386K -12,960 Closed
CWA
217
Canvas Wealth Advisors
Kansas
– -$348K -12,110 Closed
Thrivent Financial for Lutherans
218
Thrivent Financial for Lutherans
Minnesota
– -$318K -10,673 Closed
HI
219
Hendershot Investments
Virginia
– -$317K -10,644 Closed
PFS
220
Prospera Financial Services
Texas
– -$220K -7,400 Closed
MM
221
MQS Management
New York
– -$208K -6,977 Closed
State of Wisconsin Investment Board
222
State of Wisconsin Investment Board
Wisconsin
– -$201K -6,740 Closed
SEIA
223
Signature Estate & Investment Advisors
California
– -$200K -6,727 Closed
GWS
224
Glassman Wealth Services
Virginia
– -$536 -18 Closed