We are live on ! Find out more
USA icon

Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
51
Relative Value Partners Group
$316K
CAS
52
Cascadia Advisory Services
Oregon
$316K +$38.2K +6,400 +14%
Stifel Financial
53
Stifel Financial
Missouri
$307K -$61.3K -10,250 -17%
1CP
54
1607 Capital Partners
Virginia
$300K
PFS
55
Prospera Financial Services
Texas
$285K +$5.9K +987 +2%
M&T Bank
56
M&T Bank
New York
$268K
BFEC
57
Benjamin F. Edwards & Company
Missouri
$265K -$16.3K -2,735 -6%
RJT
58
Raymond James Trust
Florida
$240K
SWP
59
Stratos Wealth Partners
Ohio
$238K -$93.4K -15,633 -28%
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$238K +$229K +38,400 New
EM
61
ELCO Management
New York
$227K -$5.98K -1,000 -3%
SLG
62
Stanley-Laman Group
Pennsylvania
$202K +$201K +33,650 New
ECM
63
ETrade Capital Management
Virginia
$188K +$187K +31,306 New
CWM
64
Connecticut Wealth Management
Connecticut
$181K +$180K +30,099 New
BSW
65
Buckingham Strategic Wealth
Missouri
$173K
AA
66
Ancora Advisors
Ohio
$161K -$13.5K -2,259 -8%
Creative Planning
67
Creative Planning
Kansas
$155K -$7.33K -1,227 -5%
NFG
68
Next Financial Group
Texas
$150K +$1.5K +251 +1%
PCP
69
Proficio Capital Partners
Massachusetts
$144K +$1.44K +241 +1%
CBA
70
Coastal Bridge Advisors
Connecticut
$127K +$3.24K +542 +3%
MAFM
71
Mid Atlantic Financial Management
Pennsylvania
$125K -$44.8K -7,500 -28%
MA
72
Mutual Advisors
Nebraska
$124K
VWM
73
Vigilare Wealth Management
Arizona
$121K
AF
74
Advisornet Financial
Minnesota
$112K +$56.8K +9,500 +104%
WB
75
Webster Bank
Connecticut
$100K -$15.9K -2,663 -14%