UNITED CAPITAL FINANCIAL ADVISORS, LLC - AMERICAN FIN TR INC ownership

AMERICAN FIN TR INC's ticker is AFIN and the CUSIP is 02607T109. A total of 234 filers reported holding AMERICAN FIN TR INC in Q2 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.0%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of AMERICAN FIN TR INC
ValueSharesWeighting
Q4 2022$83,026
+1.3%
14,001
+1.0%
0.00%
Q3 2022$82,000
-20.4%
13,867
-2.2%
0.00%
-100.0%
Q2 2022$103,000
-13.4%
14,175
-5.7%
0.00%0.0%
Q1 2022$119,000
-13.1%
15,035
+0.5%
0.00%0.0%
Q4 2021$137,0000.0%14,966
-12.4%
0.00%0.0%
Q3 2021$137,000
-2.8%
17,082
+3.0%
0.00%0.0%
Q2 2021$141,000
-28.1%
16,587
-17.1%
0.00%0.0%
Q1 2021$196,000
+27.3%
20,008
-3.7%
0.00%0.0%
Q4 2020$154,000
+6.2%
20,767
-10.0%
0.00%0.0%
Q3 2020$145,000
-34.4%
23,085
-16.9%
0.00%
-50.0%
Q2 2020$221,000
+1.8%
27,776
-19.9%
0.00%0.0%
Q1 2020$217,000
-56.5%
34,693
-7.7%
0.00%
-33.3%
Q4 2019$499,000
-12.0%
37,598
-7.5%
0.00%
-25.0%
Q3 2019$567,000
+7.2%
40,646
-16.3%
0.00%
+33.3%
Q2 2019$529,000
-18.6%
48,553
-19.3%
0.00%
-40.0%
Q1 2019$650,000
-6.3%
60,200
+15.6%
0.01%
-16.7%
Q4 2018$694,000
+255.9%
52,094
+307.1%
0.01%
+500.0%
Q3 2018$195,00012,7950.00%
Other shareholders
AMERICAN FIN TR INC shareholders Q2 2022
NameSharesValueWeighting ↓
BECK CAPITAL MANAGEMENT, LLC 560,112$4,162,0001.73%
Alpha Omega Group, Inc. 145,308$1,080,0001.05%
Accel Wealth Management 151,458$1,125,0001.05%
Phocas Financial Corp. 748,064$5,558,0000.85%
Newbridge Financial Services Group, Inc. 87,298$649,0000.53%
Wagner Wealth Management, LLC 55,271$411,0000.39%
Tri-Star Advisors Inc. 72,886$582,0000.32%
Retirement Group, LLC 63,380$470,0000.22%
DFPG INVESTMENTS, LLC 59,609$459,0000.21%
Kore Private Wealth LLC 179,859$1,336,0000.21%
View complete list of AMERICAN FIN TR INC shareholders