We are live on ! Find out more
USA icon

Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
51
WealthTrust Asset Management
Florida
$579K +$3.01K +345 +0.5%
BBA
52
BLB&B Advisors
Pennsylvania
$522K +$10.6K +1,213 +2%
Koshinski Asset Management
53
Koshinski Asset Management
Illinois
$512K +$261K +29,963 +101%
Creative Planning
54
Creative Planning
Kansas
$503K +$33.6K +3,858 +7%
Truist Financial
55
Truist Financial
North Carolina
$498K -$11.3K -1,296 -2%
BBPWM
56
Blue Bell Private Wealth Management
Pennsylvania
$474K -$1.77M -203,501 -79%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$451K -$81.5K -9,345 -15%
SDAM
58
Shulman DeMeo Asset Management
New York
$441K +$447K +51,317 New
GAM
59
Gemmer Asset Management
California
$433K
MA
60
Mutual Advisors
Nebraska
$415K +$159K +18,272 +61%
BFEC
61
Benjamin F. Edwards & Company
Missouri
$394K +$1.65K +189 +0.4%
LWAC
62
Laurel Wealth Advisors (California)
California
$386K +$391K +44,875 New
RJT
63
Raymond James Trust
Florida
$354K -$24.1K -2,768 -6%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$335K -$89.4K -10,249 -21%
SWM
65
Spire Wealth Management
Virginia
$312K
QCIG
66
Quad-Cities Investment Group
Iowa
$293K +$2.4K +275 +0.8%
Northern Trust
67
Northern Trust
Illinois
$286K +$290K +33,285 New
AWG
68
Altus Wealth Group
Colorado
$269K
BSW
69
Buckingham Strategic Wealth
Missouri
$268K +$15.5K +1,781 +6%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$264K +$11.1K +1,278 +4%
SWP
71
Stratos Wealth Partners
Ohio
$262K -$66K -7,568 -20%
PWAG
72
Polaris Wealth Advisory Group
California
$261K
LFF
73
Level Four Financial
Texas
$247K -$81.9K -9,389 -25%
BCA
74
Biltmore Capital Advisors
New Jersey
$245K +$248K +28,500 New
AA
75
Ancora Advisors
Ohio
$230K