We are live on ! Find out more
USA icon

Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$1.63M +$363K +52,494 +27%
SBIA
27
Sheaff Brock Investment Advisors
Indiana
$1.58M -$228K -33,000 -12%
CA
28
Cornerstone Advisors
North Carolina
$1.44M +$1.43M +207,137 +1,644%
FZCM
29
Flynn Zito Capital Management
New York
$1.26M +$175K +25,331 +15%
KAS
30
Kestra Advisory Services
Texas
$1.23M -$28.3K -4,098 -2%
JWCA
31
J.W. Cole Advisors
Florida
$1.22M +$955K +138,267 +290%
DADC
32
D.A. Davidson & Co
Montana
$1.1M +$42.4K +6,133 +4%
ATS
33
Ashton Thomas Securities
New York
$1.1M +$55.4K +8,022 +5%
OC
34
Oppenheimer & Co
New York
$1.05M +$922K +133,506 +498%
LOPW
35
Live Oak Private Wealth
North Carolina
$1.04M
Mariner
36
Mariner
Kansas
$1.03M -$25.2K -3,650 -2%
Stifel Financial
37
Stifel Financial
Missouri
$1.03M +$127K +18,437 +13%
KPWS
38
Kestra Private Wealth Services
Texas
$1.01M +$31.1K +4,497 +3%
BCWM
39
Bartlett & Co Wealth Management
Ohio
$984K -$89.8K -13,000 -8%
RCM
40
RB Capital Management
Nevada
$951K +$42K +6,083 +4%
NA
41
NewEdge Advisors
Louisiana
$942K +$54.6K +7,907 +6%
PG
42
Patten Group
Tennessee
$827K -$165K -23,922 -16%
SIC
43
Samalin Investment Counsel
New York
$744K +$112K +16,218 +17%
KWA
44
Kingswood Wealth Advisors
California
$733K +$376K +54,421 +95%
GSEP
45
Golden State Equity Partners
California
$731K +$9.77K +1,415 +1%
WS
46
Wedbush Securities
California
$706K -$12.3K -1,786 -2%
CCFM
47
Clear Creek Financial Management
Washington
$687K
TCM
48
Triumph Capital Management
Colorado
$659K +$66.2K +9,577 +11%
SWM
49
Stockman Wealth Management
Montana
$652K
WAM
50
WealthTrust Asset Management
Florida
$634K -$43.3K -6,271 -6%