Glassman Wealth Services - AMERICAN FIN TR INC ownership

AMERICAN FIN TR INC's ticker is AFIN and the CUSIP is 02607T109. A total of 3 filers reported holding AMERICAN FIN TR INC in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Glassman Wealth Services ownership history of AMERICAN FIN TR INC
ValueSharesWeighting
Q2 2023$82,621
+7.2%
12,222
-0.4%
0.01%0.0%
Q1 2023$77,068
+6.3%
12,272
+0.4%
0.01%0.0%
Q4 2022$72,476
+0.7%
12,2220.0%0.01%
-13.3%
Q3 2022$72,000
-19.1%
12,2220.0%0.02%
-16.7%
Q2 2022$89,000
-8.2%
12,2220.0%0.02%0.0%
Q1 2022$97,000
-13.4%
12,2220.0%0.02%
-14.3%
Q4 2021$112,000
-24.3%
12,222
-33.8%
0.02%
-32.3%
Q3 2021$148,000
-5.1%
18,4530.0%0.03%
-6.1%
Q2 2021$156,000
-13.8%
18,4530.0%0.03%
-15.4%
Q1 2021$181,000
-33.9%
18,453
-50.0%
0.04%
+21.9%
Q4 2020$274,000
+136.2%
36,906
+100.0%
0.03%0.0%
Q3 2020$116,000
-20.5%
18,4530.0%0.03%
-28.9%
Q2 2020$146,000
+27.0%
18,4530.0%0.04%
+2.3%
Q1 2020$115,000
-53.1%
18,4530.0%0.04%
-52.7%
Q4 2019$245,000
-13.7%
18,453
-9.3%
0.09%
-19.1%
Q3 2019$284,000
+7.6%
20,338
-16.2%
0.12%
+7.5%
Q2 2019$264,000
-16.5%
24,266
-17.0%
0.11%
-21.9%
Q1 2019$316,000
+2.6%
29,246
+26.5%
0.14%
-17.5%
Q4 2018$308,000
+21.3%
23,128
+38.9%
0.17%
+41.9%
Q3 2018$254,00016,6510.12%
Other shareholders
AMERICAN FIN TR INC shareholders Q3 2023
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