HERITAGE WEALTH MANAGEMENT, 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
HERITAGE WEALTH MANAGEMENT, LLC ownership history of AMERICAN FIN TR INC
ValueSharesWeighting
Q4 2022$23,720
+97.7%
4,000
+100.0%
0.00%
-25.0%
Q3 2022$12,000
-99.9%
2,0000.0%0.00%
-20.0%
Q2 2022$14,560,000
+90900.0%
2,0000.0%0.01%
+25.0%
Q1 2022$16,0000.0%2,0000.0%0.00%
-33.3%
Q3 2021$16,000
-5.9%
2,0000.0%0.01%0.0%
Q2 2021$17,000
-15.0%
2,0000.0%0.01%
-45.5%
Q1 2021$20,0002,0000.01%
Other shareholders
AMERICAN FIN TR INC shareholders Q2 2022
NameSharesValueWeighting ↓
BECK CAPITAL MANAGEMENT, LLC 1,190,088$7,057,2212.97%
Phocas Financial Corp. 693,776$4,114,0000.59%
Accel Wealth Management 151,129$896,1970.43%
Sunbelt Securities, Inc. 267,670$1,587,2800.31%
Kalos Management, Inc. 21,632$128,2780.29%
Newbridge Financial Services Group, Inc. 83,134$492,9860.28%
Pacific Ridge Capital Partners, LLC 163,930$972,1050.23%
CastleKnight Management LP 274,556$1,628,1170.22%
Bramshill Investments, LLC 286,458$1,698,6960.20%
Bridgewealth Advisory Group, LLC 16,747$99,3110.20%
View complete list of AMERICAN FIN TR INC shareholders