Filing Research | CBAN - COLONY BANKCORP INC Institutional Holdings

Snapshot holdings

22 / 22 loaded

#		Instrument	quantity
1	Thomasville National Bank	Shares	64.1KSH	$1.3M
2	Allen Mooney & Barnes Investment Advisors LLC	Shares	57.9KSH	$1.2M
3	SummerHaven Investment Management, LLC	Shares	42.5KSH	$853.7K
4	Murphy, Middleton, Hinkle & Parker, Inc.	Shares	12.0KSH	$240.3K
5	SALZHAUER MICHAEL	Shares	10.0KSH	$200.9K
6	Police & Firemen's Retirement System of New Jersey	Shares	5.3KSH	$105.6K
7	Versant Capital Management, Inc	Shares	5.2KSH	$104.0K
8	Curated Wealth Partners LLC	Shares	70.0KSH	$70.3K
9	GODSEY & GIBB, INC	Shares	2.6KSH	$52.7K
10	MassMutual Private Wealth & Trust, FSB	Shares	1.0KSH	$20.8K
11	GAMMA Investing LLC	Shares	685SH	$13.8K
12	EverSource Wealth Advisors, LLC	Shares	628SH	$12.6K
13	SIGNATUREFD, LLC	Shares	541SH	$10.9K
14	IFP Advisors, Inc	Shares	163SH	$3.3K
15	Blue Trust, Inc.	Shares	132SH	$2.7K
16	Farther Finance Advisors, LLC	Shares	49SH	$987
17	Physician Wealth Advisors, Inc.	Shares	25SH	$503
18	True Wealth Design, LLC	Shares	16SH	$322
19	SJS Investment Consulting Inc.	Shares	5SH	$101
20	Wealth Enhancement Trust Services, Inc.	Shares	3SH	$60
21	SBI Securities Co., Ltd.	Shares	1SH	$20
22	State of Alaska, Department of Revenue	Shares	1.0KSH	$20

Manager changes2026-06-30 vs 2026-03-31

22 / 22 loaded

#		Instrument
1	SALZHAUER MICHAEL new	Shares	+10.0K	+$200.9K	$200.9K
2	Versant Capital Management, Inc added	Shares	+4.6K	+$92.0K	$104.0K
3	Curated Wealth Partners LLC new	Shares	+70.0K	+$70.3K	$70.3K
4	Allen Mooney & Barnes Investment Advisors LLC added	Shares	+1.5K	+$36.4K	$1.2M
5	SIGNATUREFD, LLC added	Shares	+395	+$8.0K	$10.9K
6	SummerHaven Investment Management, LLC unchanged	Shares	0	+$5.1K	$853.7K
7	IFP Advisors, Inc added	Shares	+134	+$2.7K	$3.3K
8	GAMMA Investing LLC added	Shares	+126	+$2.6K	$13.8K
9	Murphy, Middleton, Hinkle & Parker, Inc. unchanged	Shares	0	+$1.4K	$240.3K
10	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$631	$105.6K
11	Physician Wealth Advisors, Inc. new	Shares	+25	+$503	$503
12	GODSEY & GIBB, INC unchanged	Shares	0	+$315	$52.7K
13	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$124	$20.8K
14	SJS Investment Consulting Inc. new	Shares	+5	+$101	$101
15	Wealth Enhancement Trust Services, Inc. new	Shares	+3	+$60	$60
16	Blue Trust, Inc. unchanged	Shares	0	+$16	$2.7K
17	SBI Securities Co., Ltd. unchanged	Shares	0	$0	$20
18	State of Alaska, Department of Revenue unchanged	Shares	0	$0	$20
19	True Wealth Design, LLC trimmed	Shares	-1	-$18	$322
20	EverSource Wealth Advisors, LLC trimmed	Shares	-17	-$263	$12.6K
21	Farther Finance Advisors, LLC trimmed	Shares	-50	-$1.0K	$987
22	Fiduciary Alliance LLC exited	Shares	-9.8K	-$204.7K	$0