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UCB

United Community Banks
UCB

Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
326
Brown Brothers Harriman & Co
New York
$4.56K – – –
JWA
327
JFS Wealth Advisors
Pennsylvania
$4.05K +$902 +27 +31%
STB
328
S&T Bank
Pennsylvania
$3.61K – – –
RF
329
Rossby Financial
Florida
$3.4K – – –
MAS
330
MPWM Advisory Solutions
Georgia
$2.95K – – –
CA
331
Clearstead Advisors
Ohio
$2.84K +$2.71K +81 New
HI
332
Harbour Investments
Wisconsin
$2.77K – – –
LFG
333
Larson Financial Group
Missouri
$2.7K +$1.74K +52 +208%
TCM
334
TD Capital Management
Tennessee
$2.55K +$33 +1 +1%
FMII
335
Farmers & Merchants Investments Inc
Nebraska
$2.35K – – –
HNW
336
High Note Wealth
Minnesota
$2.28K – – –
APFP
337
Action Point Financial Planning
Michigan
$2.21K +$2.17K +65 New
MNA
338
Manning & Napier Advisors
New York
$2.19K +$2.07K +62 New
AG
339
AmeriFlex Group
Nevada
$2.1K +$2K +60 New
CI
340
CX Institutional
Indiana
$2K – – –
TM
341
Torren Management
California
$1.6K +$33 +1 +2%
RWM
342
Rialto Wealth Management
New York
$1.58K +$33 +1 +2%
CCMI
343
Creative Capital Management Investments
California
$1.44K +$1.37K +41 New
CSC
344
Caldwell Sutter Capital
California
$1.4K – – –
TWD
345
True Wealth Design
Ohio
$1.37K – – –
RWS
346
Retirement Wealth Solutions
Wisconsin
$1.19K +$301 +9 +36%
MG
347
Mather Group
Illinois
$1.09K – – –
PWMG
348
Prestige Wealth Management Group
New Jersey
$1.06K +$601 +18 +150%
SEP
349
Signature Equity Partners
Ohio
$983 +$134 +4 +17%
PMFA
350
Plante Moran Financial Advisors
Michigan
$983 +$936 +28 New
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14
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