We are live on ! Find out more
USA icon

Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
51
Advisors Asset Management
Colorado
$722K -$1.15M -177,172 -63%
CCFM
52
Clear Creek Financial Management
Washington
$714K
WS
53
Wedbush Securities
California
$714K -$19.6K -3,012 -3%
AHL
54
Abel Hall LLC
Louisiana
$701K +$670K +103,000 New
SWM
55
Stockman Wealth Management
Montana
$678K
IFWM
56
Institute for Wealth Management
Colorado
$596K +$57.5K +8,837 +11%
CIA
57
Concurrent Investment Advisors
Florida
$575K
AF
58
Allworth Financial
California
$556K +$513K +78,900 +2,810%
Creative Planning
59
Creative Planning
Kansas
$551K -$14.1K -2,172 -3%
WAM
60
WealthTrust Asset Management
Florida
$536K -$117K -18,052 -19%
MA
61
Mezzasalma Advisors
New Jersey
$502K +$10K +1,542 +2%
SG
62
StoneX Group
New York
$439K -$59.1K -9,079 -12%
PI
63
PFG Investments
New York
$437K -$66.5K -10,228 -14%
AWS
64
Atria Wealth Solutions
New York
$434K -$123K -18,837 -23%
EC
65
Elequin Capital
New York
$431K +$228K +35,028 +124%
HWMO
66
Heritage Wealth Management (Ohio)
Ohio
$404K -$152K -23,356 -28%
IWM
67
IHT Wealth Management
Illinois
$389K -$7.07K -1,086 -2%
NAS
68
NWF Advisory Services
California
$376K +$7.77K +1,195 +2%
MP
69
McDonald Partners
Ohio
$366K +$7.63K +1,172 +2%
BCM
70
Boreal Capital Management
Florida
$359K
SPIA
71
Steward Partners Investment Advisory
New York
$329K -$1.31M -201,050 -81%
SCA
72
Sage Capital Advisors
South Dakota
$326K -$29.5K -4,538 -9%
AWM
73
Avior Wealth Management
Nebraska
$310K
MCA
74
MSH Capital Advisors
Arizona
$301K +$9.76K +1,500 +4%
BEI
75
Benjamin Edwards Inc
Missouri
$293K +$1.44K +221 +0.5%