We are live on ! Find out more
USA icon

Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
26
Cohen & Steers
New York
$1.84M
Invesco
27
Invesco
Georgia
$1.75M +$565K +83,077 +48%
AAS
28
Avantax Advisory Services
Texas
$1.18M +$959K +140,987 +431%
SPIA
29
Steward Partners Investment Advisory
New York
$1.17M +$80.1K +11,778 +7%
KPWS
30
Kestra Private Wealth Services
Texas
$1.17M +$14.4K +2,113 +1%
Lido Advisors
31
Lido Advisors
California
$1.16M +$45.6K +6,712 +4%
WS
32
Wedbush Securities
California
$1.14M +$9.19K +1,351 +0.8%
BCWM
33
Bartlett & Co Wealth Management
Ohio
$1.11M +$54.4K +8,000 +5%
DADC
34
D.A. Davidson & Co
Montana
$1.08M +$449 +66 +0%
LOPW
35
Live Oak Private Wealth
North Carolina
$1.08M
NA
36
NewEdge Advisors
Louisiana
$1.07M +$102K +15,010 +11%
Wells Fargo
37
Wells Fargo
California
$1.05M +$150K +22,013 +17%
ATS
38
Ashton Thomas Securities
New York
$985K +$961K +141,286 New
RCM
39
RB Capital Management
Nevada
$949K -$2.96K -435 -0.3%
Mariner
40
Mariner
Kansas
$889K -$32.3K -4,750 -4%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$869K +$869K +127,822 New
AWS
42
Atria Wealth Solutions
New York
$836K -$57.1K -8,393 -6%
CCFM
43
Clear Creek Financial Management
Washington
$817K -$22.3K -3,275 -3%
GSEP
44
Golden State Equity Partners
California
$799K +$800K +117,566 New
PG
45
Patten Group
Tennessee
$794K +$795K +116,827 New
BRWA
46
B. Riley Wealth Advisors
Florida
$735K -$126K -18,461 -15%
KAS
47
Kestra Advisory Services
Texas
$719K +$26.3K +3,869 +3%
SWM
48
Stockman Wealth Management
Montana
$677K
Stifel Financial
49
Stifel Financial
Missouri
$651K +$66K +9,707 +11%
FZCM
50
Flynn Zito Capital Management
New York
$641K +$233K +34,309 +57%