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United Community Banks

Name Holding Trade Value Shares
Change
Change in
Stake
HNW
251
High Note Wealth
Minnesota
$2.29K +$2.21K +71 New
First Horizon Advisors
252
First Horizon Advisors
Tennessee
$1.97K – – –
HCP
253
Hexagon Capital Partners
Arkansas
$1.65K +$840 +27 +113%
WA
254
Whipplewood Advisors
Colorado
$1.32K +$1.27K +41 New
AWM
255
Abound Wealth Management
Tennessee
$1.29K +$1.24K +40 New
CSC
256
Caldwell Sutter Capital
California
$1.29K – – –
WA
257
WPG Advisers
Maryland
$1.07K +$1.03K +33 New
BIA
258
Bell Investment Advisors
California
$1.03K +$467 +15 +88%
Mather Group
259
Mather Group
Illinois
$1K – – –
CFGS
260
Concourse Financial Group Securities
Alabama
$955 – – –
SIC
261
SJS Investment Consulting
Ohio
$744 -$93 -3 -12%
SBI Securities
262
SBI Securities
Japan
$679 +$653 +21 New
Allworth Financial
263
Allworth Financial
California
$659 – – –
IRC
264
Investors Research Corp
Georgia
$646 – – –
IFP Advisors
265
IFP Advisors
Florida
$614 – – –
AT
266
Arlington Trust
Alabama
$582 – – –
DPW
267
DiNuzzo Private Wealth
Pennsylvania
$550 +$62 +2 +13%
Harbour Investments
268
Harbour Investments
Wisconsin
$549 – – –
WCM
269
WealthTrak Capital Management
Virginia
$485 +$467 +15 New
PFBT
270
Parkside Financial Bank & Trust
Missouri
$324 – – –
AssetMark Inc
271
AssetMark Inc
California
$291 +$280 +9 New
GFPC
272
Global Financial Private Client
Florida
$226 +$218 +7 New
PWM
273
Parkworth Wealth Management
California
$65 +$62 +2 New
Global Retirement Partners
274
Global Retirement Partners
California
$32 -$435 -14 -93%
Rockefeller Capital Management
275
Rockefeller Capital Management
New York
– -$3.57M -122,767 Closed