We are live on ! Find out more
USA icon

Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
CoreCap Advisors
Michigan
$132K -$260K -36,198 -66%
OBWG
102
Onyx Bridge Wealth Group
New York
$132K
LIG
103
Lokken Investment Group
Delaware
$131K
SAM
104
Smith Asset Management
Florida
$130K +$134K +18,651 New
P
105
&Partners
Tennessee
$128K
CPRC
106
Consolidated Portfolio Review Corp
New York
$124K
MCM
107
Mendel Capital Management
Arkansas
$123K
WAP
108
Wealthcare Advisory Partners
Pennsylvania
$122K +$17.2K +2,393 +16%
BCMLT
109
Beacon Capital Management LLC (Tennessee)
Tennessee
$120K
SWA
110
Sax Wealth Advisors
New Jersey
$116K
UCB
111
United Community Bank
South Carolina
$114K
WB
112
Webster Bank
Connecticut
$110K
AWE
113
Avidian Wealth Enterprises
Texas
$110K
OWA
114
Octavia Wealth Advisors
Ohio
$107K
C
115
Certuity
Florida
$106K
GLLW
116
Graves Light Lenhart Wealth
Virginia
$104K
KIM
117
Kane Investment Management
California
$103K +$106K +14,760 New
WP
118
WealthShield Partners
North Carolina
$102K
MA
119
Mutual Advisors
Nebraska
$98K +$99.5K +13,841 New
Comerica Bank
120
Comerica Bank
Texas
$97.4K -$31K -4,313 -24%
GSWM
121
Golden State Wealth Management
California
$93.9K +$97.1K +13,507 New
CWC
122
Carolinas Wealth Consulting
North Carolina
$93.8K
SDAM
123
Shulman DeMeo Asset Management
New York
$92.8K -$5.53K -770 -5%
BW
124
Bison Wealth
Georgia
$92.2K -$8.98K -1,249 -9%
MAG
125
MRA Advisory Group
New Jersey
$90.8K