WealthPLAN Partners, LLC - AMERICAN FIN TR INC ownership

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of AMERICAN FIN TR INC
ValueSharesWeighting
Q1 2023$72,220
-12.5%
11,500
-7.7%
0.01%
+33.3%
Q4 2022$82,49212,461
+492.0%
0.01%
Q2 2016$02,1050.00%
Other shareholders
AMERICAN FIN TR INC shareholders Q3 2016
NameSharesValueWeighting ↓
BECK CAPITAL MANAGEMENT, LLC 514,677$4,699,0001.45%
Phocas Financial Corp. 948,735$8,662,0001.10%
Alpha Omega Group, Inc. 116,530$1,064,0001.06%
Accel Wealth Management 150,810$1,377,0000.68%
Concorde Asset Management, LLC 100,457$917,0000.55%
Kalos Management, Inc. 226,516$1,963,0000.53%
Wagner Wealth Management, LLC 59,356$542,0000.42%
Apeiron RIA LLC 90,171$824,0000.34%
Newbridge Financial Services Group, Inc. 75,199$687,0000.32%
Tri-Star Advisors Inc. 77,189$716,0000.30%
View complete list of AMERICAN FIN TR INC shareholders