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icono de ASG

Liberty All-Star Growth Fund
ASG

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Shaker Financial Services
1
Shaker Financial Services
Virginia
USD 3.04 M -USD 395 k -76,467 -12%
Wells Fargo
2
Wells Fargo
California
USD 2.97 M +USD 272 k +52,732 +11%
LPL Financial
3
LPL Financial
California
USD 2.45 M +USD 195 k +37,805 +9%
Karpus Investment Management
4
Karpus Investment Management
New York
USD 2 M +USD 878 k +169,903 +85%
CA
5
Cornerstone Advisors
North Carolina
USD 1.97 M +USD 1.89 M +364,927 Nuevas
Stifel Financial
6
Stifel Financial
Missouri
USD 1.78 M -USD 40.3 k -7,808 -2%
Financial Advocates Investment Management
7
Financial Advocates Investment Management
Washington
USD 676 k – – –
Advisors Asset Management
8
Advisors Asset Management
Colorado
USD 555 k -USD 23.4 k -4,522 -4%
Raymond James Financial Services Advisors
9
Raymond James Financial Services Advisors
Florida
USD 553 k -USD 243 k -47,112 -32%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
USD 549 k -USD 48.4 k -9,365 -8%
Quantum Private Wealth
11
Quantum Private Wealth
Florida
USD 536 k -USD 5.17 k -1,000 -1%
Invesco
12
Invesco
Georgia
USD 505 k +USD 7.45 k +1,443 +2%
UBS Group
13
UBS Group
Switzerland
USD 412 k +USD 1.63 k +315 +0.4%
B. Riley Wealth Advisors
14
B. Riley Wealth Advisors
Florida
USD 373 k -USD 24.5 k -4,740 -6%
Independent Financial Group
15
Independent Financial Group
California
USD 334 k -USD 125 k -24,214 -28%
Wedbush Securities
16
Wedbush Securities
California
USD 322 k +USD 134 k +25,860 +77%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
USD 294 k +USD 281 k +54,367 Nuevas
Kestra Private Wealth Services
18
Kestra Private Wealth Services
Texas
USD 261 k +USD 3.22 k +623 +1%
Owen LaRue
19
Owen LaRue
Kentucky
USD 229 k -USD 217 -42 -0.1%
Morgan Stanley
20
Morgan Stanley
New York
USD 226 k -USD 31 k -6,005 -13%
Osaic Holdings
21
Osaic Holdings
Arizona
USD 222 k -USD 7.42 k -1,436 -3%
Atria Wealth Solutions
22
Atria Wealth Solutions
New York
USD 214 k -USD 101 k -19,579 -33%
David J. Yvars Group
23
David J. Yvars Group
Florida
USD 205 k +USD 1.03 k +200 +0.5%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
USD 204 k -USD 12.2 k -2,371 -6%
NewEdge Advisors
25
NewEdge Advisors
Louisiana
USD 201 k – – –
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