Stegent Equity Advisors, Inc. - UNIFIED SER TR ownership

UNIFIED SER TR's ticker is MGMT and the CUSIP is 90470L550. A total of 20 filers reported holding UNIFIED SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Stegent Equity Advisors, Inc. ownership history of UNIFIED SER TR
ValueSharesWeighting
Q3 2022$771,000
-20.3%
26,528
-16.5%
1.16%
-7.8%
Q2 2022$967,000
-42.3%
31,772
-33.2%
1.26%
-11.1%
Q1 2022$1,676,000
-27.1%
47,567
-22.2%
1.41%
-24.3%
Q4 2021$2,298,00061,1021.86%
Other shareholders
UNIFIED SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Lokken Investment Group LLC 114,951$4,064,4372.65%
Resource Planning Group 65,125$2,302,6961.86%
First City Capital Management, Inc. 59,787$2,113,9491.25%
Weaver Consulting Group 56,117$1,984,1770.88%
Cape Investment Advisory, Inc. 40,354$1,426,8520.80%
Frontier Asset Management, LLC 25,958$917,8330.42%
Argent Trust Co 29,430$1,040,5850.06%
Tidal Investments LLC 51,244$1,8120.05%
Sage Mountain Advisors LLC 10,290$363,8340.05%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11,500$406,6170.04%
View complete list of UNIFIED SER TR shareholders