We are live on ! Find out more
USA icon

Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$312K +$73.2K +11,928 +32%
Creative Planning
52
Creative Planning
Kansas
$311K +$50.7K +8,265 +20%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$286K +$157K +25,647 +130%
WAM
54
Weiss Asset Management
Massachusetts
$273K +$266K +43,410 New
Goldman Sachs
55
Goldman Sachs
New York
$265K +$143K +23,383 +125%
FAIM
56
Financial Advocates Investment Management
Washington
$247K +$240K +39,145 New
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$229K -$276K -44,954 -55%
RCM
58
RB Capital Management
Nevada
$228K +$78.2K +12,750 +54%
RJT
59
Raymond James Trust
Florida
$207K -$67.5K -11,003 -25%
MOS
60
MGO One Seven
Ohio
$205K +$200K +32,602 New
AFC
61
AFT Forsyth & Company
Florida
$201K +$196K +31,900 New
LNC
62
Lincoln National Corp
Pennsylvania
$199K +$194K +31,638 New
CWA
63
Clarus Wealth Advisors
Arizona
$168K +$163K +26,637 New
TWA
64
TCI Wealth Advisors
Arizona
$159K +$18.4K +3,000 +14%
VCM
65
Virtue Capital Management
Tennessee
$153K +$148K +24,207 New
Bank of New York Mellon
66
Bank of New York Mellon
New York
$148K -$25.5K -4,161 -15%
DA
67
Doliver Advisors
Texas
$142K +$138K +22,539 New
ACI
68
Alpha Cubed Investments
California
$136K +$40.8K +6,648 +45%
CAN
69
Claraphi Advisory Network
United States
$136K +$132K +21,546 New
WB
70
Webster Bank
Connecticut
$131K
SWP
71
Stratos Wealth Partners
Ohio
$129K +$48K +7,818 +62%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$129K +$126K +20,498 New
PAG
73
Private Advisor Group
New Jersey
$127K -$177K -28,780 -57%
SI
74
Stephens Inc
Arkansas
$126K -$9.97K -1,626 -8%
OCM
75
One Capital Management
California
$123K