We are live on ! Find out more
USA icon

Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
51
Beacon Pointe Advisors
California
$396K +$383K +58,559 New
MWPCG
52
Measured Wealth Private Client Group
New Hampshire
$367K
CRC
53
Curi RMB Capital
Illinois
$355K -$19.6K -3,000 -5%
EP
54
Eudaimonia Partners
Tennessee
$340K +$328K +50,172 New
M&T Bank
55
M&T Bank
New York
$331K
WAM
56
Wolverine Asset Management
Illinois
$317K +$307K +46,913 New
HR
57
Hayden Royal
North Carolina
$297K +$272K +41,673 New
BFEC
58
Benjamin F. Edwards & Company
Missouri
$289K -$3.94K -602 -1%
BSW
59
Buckingham Strategic Wealth
Missouri
$279K +$138K +21,131 +105%
Creative Planning
60
Creative Planning
Kansas
$274K -$4.8K -734 -2%
EM
61
ELCO Management
New York
$271K +$654 +100 +0.3%
RJT
62
Raymond James Trust
Florida
$264K
IAA
63
Independent Advisor Alliance
North Carolina
$244K +$236K +36,098 New
SMG
64
Spectrum Management Group
Indiana
$240K
SWP
65
Stratos Wealth Partners
Ohio
$240K +$3.27K +500 +1%
AAS
66
Avantax Advisory Services
Texas
$230K +$151K +23,057 +206%
AA
67
Ancora Advisors
Ohio
$224K
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$204K +$72 +11 +0%
Bank of New York Mellon
69
Bank of New York Mellon
New York
$185K
Millennium Management
70
Millennium Management
New York
$150K +$31.4K +4,801 +28%
SS
71
Sunbelt Securities
Texas
$149K +$49.4K +7,565 +53%
VWM
72
Vigilare Wealth Management
Arizona
$136K +$132K +20,200 New
MAFM
73
Mid Atlantic Financial Management
Pennsylvania
$133K +$12.4K +1,900 +11%
WB
74
Webster Bank
Connecticut
$131K -$7 -1 -0%
SPIA
75
Steward Partners Investment Advisory
New York
$125K -$12K -1,833 -9%