We are live on ! Find out more
USA icon

Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$1.19M +$15.9K +2,656 +1%
AWM
27
AE Wealth Management
Kansas
$1.15M -$184K -30,817 -14%
RIM
28
Regent Investment Management
Kentucky
$1.14M +$47.8K +8,000 +4%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$1.11M +$250K +41,817 +29%
LOPW
30
Live Oak Private Wealth
North Carolina
$956K +$2.54K +425 +0.3%
DADC
31
D.A. Davidson & Co
Montana
$926K -$5.28K -884 -0.6%
TWM
32
Titus Wealth Management
California
$907K +$73.1K +12,225 +9%
CAN
33
Cetera Advisor Networks
California
$882K -$319K -53,433 -27%
AAS
34
Avantax Advisory Services
Texas
$847K +$434K +72,661 +107%
SS
35
Simplicity Solutions
Minnesota
$777K -$49.3K -8,248 -6%
RCM
36
RB Capital Management
Nevada
$722K +$7.01K +1,173 +1%
NA
37
NewEdge Advisors
Louisiana
$629K -$21K -3,511 -3%
SC
38
Stolper & Co
Oklahoma
$600K +$596K +99,792 New
SWM
39
Stockman Wealth Management
Montana
$593K
WS
40
Wedbush Securities
California
$549K +$32.2K +5,384 +6%
Truist Financial
41
Truist Financial
North Carolina
$494K -$21.1K -3,523 -4%
IFWM
42
Institute for Wealth Management
Colorado
$449K +$980 +164 +0.2%
QCIG
43
Quad-Cities Investment Group
Iowa
$445K -$87.4K -14,630 -16%
KPWS
44
Kestra Private Wealth Services
Texas
$442K +$440K +73,616 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$424K -$4.37K -731 -1%
IFG
46
Independent Financial Group
California
$419K +$227K +37,923 +119%
BBA
47
BLB&B Advisors
Pennsylvania
$407K -$41.4K -6,929 -9%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$402K -$133K -22,315 -25%
EP
49
Eudaimonia Partners
Tennessee
$362K +$43.6K +7,298 +14%
SDAM
50
Shulman DeMeo Asset Management
New York
$347K -$59.3K -9,922 -15%