We are live on ! Find out more
USA icon

Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
76
IHT Wealth Management
Illinois
$211K +$5.41K +795 +3%
APA
77
Astoria Portfolio Advisors
New York
$208K -$8.06K -1,185 -4%
EM
78
ELCO Management
New York
$203K -$2.04K -300 -1%
SI
79
Stephens Inc
Arkansas
$196K +$4.73K +696 +2%
PFS
80
Prospera Financial Services
Texas
$174K +$1.59K +234 +0.9%
CSPIA
81
Cary Street Partners Investment Advisory
Virginia
$171K -$68K -10,000 -28%
OC
82
Oppenheimer & Co
New York
$168K -$54.4K -8,004 -24%
Citadel Advisors
83
Citadel Advisors
Florida
$161K -$23K -3,379 -12%
OLVIG
84
Oliver Lagore Vanvalin Investment Group
Michigan
$160K +$4.92K +724 +3%
AA
85
Ancora Advisors
Ohio
$157K +$163 +24 +0.1%
PWA
86
Primoris Wealth Advisors
Florida
$149K +$231 +34 +0.2%
AAS
87
Ameritas Advisory Services
Nebraska
$148K +$1.23K +181 +0.8%
GAA
88
Global Assets Advisory
Florida
$148K +$148K +21,739 New
DJYG
89
David J. Yvars Group
Florida
$146K -$49.2K -7,240 -25%
IAIM
90
International Assets Investment Management
Florida
$138K +$3.56K +523 +3%
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$132K -$42.1K -6,197 -24%
Truist Financial
92
Truist Financial
North Carolina
$130K -$160K -23,579 -55%
NS
93
NBC Securities
Alabama
$129K -$5.01K -737 -4%
LIG
94
Lokken Investment Group
Delaware
$128K +$7 +1 +0%
OBWG
95
Onyx Bridge Wealth Group
New York
$127K
ISL
96
Ingalls & Snyder LLC
New York
$125K
WAP
97
Wealthcare Advisory Partners
Pennsylvania
$125K +$2.48K +365 +2%
MCM
98
Mendel Capital Management
Arkansas
$121K
CCM
99
Coldstream Capital Management
Washington
$120K +$120K +17,667 New
CPRC
100
Consolidated Portfolio Review Corp
New York
$119K -$13.6K -1,993 -10%