| Ticker | Asset | Value |
|---|
| — |
Guardian Point Capital HE |
$5.0M–25M |
| — |
Ameris Bank BA |
$1.0M–5M |
| — |
Mass Mutual 401(k) ⇒ Comstock (Invesco) MF |
$1.0M–5M |
| EHSTX |
Morgan Stanley Unified Management Account ⇒ Eaton Vance Large-Cap Value Fund Class A MF |
$1.0M–5M |
| ABCB |
Interest Rate 4.500% Stifel ⇒ Ameris Bancorp ST |
$1.0M–5M |
| — |
Stifel ⇒ US Treasury Bill GS |
$1.0M–5M |
| — |
Mass Mutual 401(k) ⇒ MM S&P 500 Index (Northern Trust) MF |
$500k–1M |
| — |
Mass Mutual 401(k) ⇒ Whole Life Insurance Policy OT |
$500k–1M |
| MLAAX |
Kayne Anderson SM Quality Val Morgan Stanley Unified Management Account ⇒ MainStay Large Cap Growth Fund Class A MF |
$500k–1M |
| — |
South State Bank BA |
$250k–500k |
| — |
Mass Mutual 401(k) ⇒ MM S&P Md Cp Indx (Nrtn Tr) MF |
$250k–500k |
| — |
Morgan Stanley Unified Management Account ⇒ Kayne Anderson SM Quality Val OT |
$250k–500k |
| — |
Morgan Stanley Unified Management Account ⇒ Neuberger Berman Intl ADR OT |
$250k–500k |
| STRMX |
Neuberger Berman Intl ADR Morgan Stanley Unified Management Account ⇒ Sterling Capital Mid Value Fund Class R6 MF |
$250k–500k |
| — |
Nuveen Intermediate Duration Muni Bd 1 MF |
$100k–250k |
| — |
Mass Mutual 401(k) ⇒ Cash Held in Interest-Bearing Account IH |
$100k–250k |
| — |
Stifel ⇒ Stifel Bank and Trust BA |
$100k–250k |
| — |
Stifel ⇒ Stifel Smart Rate BA |
$100k–250k |
| — |
Interest Rate 4.000% Stifel ⇒ FIRST TRUST DOW TARGET OT |
$50k–100k |
| — |
Stifel ⇒ ALBANY DOUGHERTY AUTH GA INNCER CITY REV BOND (7/1/34) GS |
$15k–50k |
| — |
Stifel ⇒ AUGUSTA GA WTR & SWR RFDG & IMPT 2ND RESOLUTN GS |
$15k–50k |
| BAC |
Stifel ⇒ Bank of America Corporation ST |
$15k–50k |
| — |
Stifel ⇒ BIBB CNTY GA DEV AUTH (07/01/30) GS |
$15k–50k |
| — |
Interest Rate 3.250% Stifel ⇒ Bulloch County Ga Dev Stdnt Housing GS |
$15k–50k |
| — |
Stifel ⇒ CARROLL CITY CNTY HOSP AUTH (07/01/27) GS |
$15k–50k |