Consolidated Planning Corp - UNIFIED SER TR ownership

UNIFIED SER TR's ticker is MGMT and the CUSIP is 90470L550. A total of 30 filers reported holding UNIFIED SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Consolidated Planning Corp ownership history of UNIFIED SER TR
ValueSharesWeighting
Q3 2023$13,165,282382,0932.92%
Other shareholders
UNIFIED SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
First City Capital Management, Inc. 48,175$1,725,0000.97%
STRINGER ASSET MANAGEMENT, LLC 22,506$806,0000.76%
Resource Planning Group 11,568$414,0000.26%
Tidal Investments LLC 85,589$3,065,0000.12%
BOENNING & SCATTERGOOD, INC. 12,012$430,0000.08%
BENJAMIN F. EDWARDS & COMPANY, INC. 8,842$317,0000.02%
HighTower Advisors, LLC 131,885$4,723,0000.01%
Homrich & Berg 10,721$384,0000.01%
Cambridge Investment Research Advisors, Inc. 14,088$504,0000.00%
UBS Group AG 630$23,0000.00%
View complete list of UNIFIED SER TR shareholders