RFG Advisory, LLC - UNIFIED SER TR ownership

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UNIFIED SER TR's ticker is and the CUSIP is 90470L444. A total of 11 filers reported holding UNIFIED SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.8%.

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Quarter-by-quarter ownership
RFG Advisory, LLC ownership history of UNIFIED SER TR
ValueSharesWeighting
Q3 2023$871,373
-5.9%
30,531
+1.3%
0.04%
-4.9%
Q2 2023$926,411
+57.1%
30,137
+50.7%
0.04%
+41.4%
Q1 2023$589,787
+61.4%
19,995
+61.0%
0.03%
+61.1%
Q4 2022$365,346
+24.7%
12,423
+5.4%
0.02%
+5.9%
Q3 2022$293,000–11,784–0.02%–
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Other shareholders
UNIFIED SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
OneAscent Wealth Management LLC 901,698$25,73511.31%
OneAscent Financial Services LLC 920,566$26,2746.84%
Atria Investments, Inc 2,398,506$68,454,8111.22%
StoneX Group Inc. 29,307$8360.12%
Firestone Capital Management 9,094$259,5480.09%
RFG Advisory, LLC 30,531$871,3730.04%
Kestra Advisory Services, LLC 104,504$2,982,6070.03%
Cambridge Investment Research Advisors, Inc. 31,611$9020.00%
GTS SECURITIES LLC 11,556$329,8200.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,993$228,1250.00%
View complete list of UNIFIED SER TR shareholders