UNIFIED SER TR shareholder history

Current and past UNIFIED SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 15150.00%0.00%0.00%Q4 2020Q2 202415
HighTower Advisors, LLC 15150.00%0.02%0.03%Q4 2020Q2 202415
Tidal Investments LLC 14140.01%0.07%0.14%Q1 2021Q2 202414
OSAIC HOLDINGS, INC. 13130.00%0.00%0.00%Q2 2021Q2 202413
ENVESTNET ASSET MANAGEMENT INC 13130.00%0.00%0.00%Q2 2021Q2 202413
BENJAMIN F. EDWARDS & COMPANY, INC. 13130.01%0.02%0.03%Q2 2021Q2 202413
Rockefeller Capital Management L.P. 13130.00%0.01%0.02%Q2 2021Q2 202413
First City Capital Management, Inc. 12120.96%1.37%2.57%Q3 2021Q2 202412
HB Wealth Management, LLC 11110.01%0.01%0.01%Q4 2021Q2 202411
Weaver Consulting Group 11110.12%0.59%0.90%Q4 2021Q2 202411
Lokken Investment Group LLC 11110.25%1.96%2.70%Q4 2021Q2 202411
Argent Trust Co 11110.04%0.09%0.15%Q4 2021Q2 202411
Janney Montgomery Scott LLC 11110.00%0.00%0.01%Q4 2021Q2 202411
Resource Planning Group 10100.26%1.19%1.87%Q3 2021Q4 202310
Frontier Asset Management, LLC 990.22%0.37%0.59%Q2 2022Q2 20249
STIFEL FINANCIAL CORP 990.00%0.01%0.01%Q2 2022Q2 20249
UBS Group AG 410.00%0.00%0.00%Q1 2021Q2 20248
RAYMOND JAMES & ASSOCIATES 880.00%0.00%0.00%Q3 2022Q2 20248
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 880.04%0.06%0.10%Q3 2022Q2 20248
Sage Mountain Advisors LLC 770.05%0.06%0.08%Q1 2022Q3 20237
BOENNING & SCATTERGOOD, INC. 770.06%0.15%0.20%Q2 2021Q4 20227
Steward Partners Investment Advisory, LLC 770.02%0.03%0.04%Q4 2022Q2 20247
Cape Investment Advisory, Inc. 660.79%0.92%1.14%Q1 2023Q2 20246
Citadel Advisors 310.00%0.00%0.00%Q4 2020Q2 20246
Strategic Blueprint, LLC 550.02%0.02%0.03%Q2 2023Q2 20245
STRINGER ASSET MANAGEMENT, LLC 550.76%2.82%5.95%Q3 2021Q3 20225
RAYMOND JAMES TRUST N.A. 440.01%0.01%0.02%Q3 2023Q2 20244
U.S. Capital Wealth Advisors, LLC 440.05%0.10%0.14%Q3 2023Q2 20244
Stegent Equity Advisors, Inc. 441.16%1.42%1.86%Q4 2021Q3 20224
Homrich & Berg 440.01%0.01%0.01%Q4 2020Q3 20214
MERCER GLOBAL ADVISORS INC /ADV 440.00%0.00%0.01%Q3 2023Q2 20244
Thomasville National Bank 440.22%0.22%0.23%Q3 2023Q2 20244
Raymond James Financial Services Advisors, Inc. 440.00%0.00%0.01%Q3 2023Q2 20244
Cambridge Investment Research Advisors, Inc. 440.00%0.00%0.00%Q1 2021Q4 20214
Hedeker Wealth, LLC 441.75%1.93%2.29%Q3 2023Q2 20244
Consolidated Planning Corp 442.92%3.06%3.14%Q3 2023Q2 20244
MORGAN STANLEY 330.00%0.00%0.00%Q4 2023Q2 20243
SUSQUEHANNA INTERNATIONAL GROUP, LLP 330.00%0.00%0.00%Q4 2023Q2 20243
Prime Capital Investment Advisors, LLC 330.00%0.01%0.01%Q4 2023Q2 20243
IFP Advisors, Inc 330.00%0.00%0.00%Q4 2023Q2 20243
Baird Financial Group, Inc. 330.00%0.00%0.00%Q3 2022Q1 20233
WELLS FARGO & COMPANY/MN 330.00%0.00%0.00%Q4 2023Q2 20243
Waverly Advisors, LLC 220.05%0.05%0.05%Q1 2024Q2 20242
Integrated Advisors Network LLC 220.03%0.03%0.03%Q1 2024Q2 20242
Heritage Trust Co 220.05%0.05%0.06%Q1 2024Q2 20242
Centric Wealth Management 220.12%0.13%0.13%Q4 2023Q1 20242
Tactive Advisors, LLC 110.21%0.21%0.21%Q1 2024Q1 20241
Arlington Financial Advisors, LLC 110.12%0.12%0.12%Q4 2022Q4 20221
HARBOR INVESTMENT ADVISORY, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Advisory Services Network, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
GTS SECURITIES LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Capital Advisors, Ltd. LLC 110.01%0.01%0.01%Q2 2024Q2 20241
FMR LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Main Street Financial Solutions, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Vestmark Advisory Solutions, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
External links

This page lists all the filers that currently own UNIFIED SER TR or have owned UNIFIED SER TR in the past.