Atlas Brown,Inc. Unified Ser Tr Ballast Small/M Transaction History

Atlas Brown,Inc.

$281 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 10, 2025	BUY	$37.84 - $44.21 $189,200 - $221,050	5,000 New	5,000 $207,000

Others Institutions Holding MGMT

# of Institutions

46

Shares Held

2.93M

Call Options Held

0

Put Options Held

0

Consolidated Planning Corp Atlanta, GA

569K
Shares

$21.8 Million
3.61% of portfolio
High Tower Advisors, LLC Chicago, IL

477K
Shares

$18.3 Million
0.03% of portfolio
Stifel Financial Corp St. Louis, MO

179K
Shares

$6.87 Million
0.01% of portfolio
Lokken Investment Group LLC

157K
Shares

$6.03 Million
3.08% of portfolio
First City Capital Management, Inc.

142K
Shares

$5.43 Million
3.31% of portfolio

About UNIFIED SER TR BALLAST SMALL/M

Ticker MGMT
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