UNIFIED SER TR shareholders Q3 2023

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%.

UNIFIED SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Consolidated Planning Corp 382,093$13,165,2822.92%
Lokken Investment Group LLC 119,474$4,116,5602.70%
Hedeker Wealth, LLC 191,839$6,609,9472.29%
Resource Planning Group 64,109$2,208,9271.87%
First City Capital Management, Inc. 61,682$2,125,2971.33%
Weaver Consulting Group 58,095$2,001,6950.90%
Cape Investment Advisory, Inc. 40,304$1,388,7170.79%
Frontier Asset Management, LLC 24,402$840,7980.38%
Thomasville National Bank 66,608$2,295,0250.23%
Argent Trust Co 27,430$945,1230.05%
U.S. Capital Wealth Advisors, LLC 33,563$1,156,4370.05%
Sage Mountain Advisors LLC 10,290$354,5490.05%
Steward Partners Investment Advisory, LLC 74,381$2,562,8490.04%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11,200$385,9040.04%
Tidal Investments LLC 30,758$1,059,7880.03%
HighTower Advisors, LLC 333,911$11,508,0000.02%
Strategic Blueprint, LLC 6,972$240,2210.02%
STIFEL FINANCIAL CORP 231,461$7,975,1540.01%
Rockefeller Capital Management L.P. 83,243$2,868,2150.01%
BENJAMIN F. EDWARDS & COMPANY, INC. 6,794$2340.01%
External links

This page lists UNIFIED SER TR's shareholders in Q3 2023. To view UNIFIED SER TR's shareholder history, click here.