We are live on ! Find out more
USA icon

Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
126
TRUE Private Wealth Advisors
Oregon
$16K
AWM
127
Avior Wealth Management
Nebraska
$15K
TWM
128
Tradition Wealth Management
Minnesota
$14K +$12.8K +2,000 New
CFN
129
Cordasco Financial Network
Florida
$7K
DWP
130
Destiny Wealth Partners
Florida
$6K +$5.79K +902 New
OIM
131
Oder Investment Management
California
$5K +$4.38K +683 New
SIC
132
Salem Investment Counselors
North Carolina
$3K
PA
133
Parallel Advisors
California
$3K +$64 +10 +3%
JPLA
134
Joseph P. Lucia & Associates
New York
$2K +$2.03K +316 New
BFC
135
Bedel Financial Consulting
Indiana
$1K
GRP
136
Global Retirement Partners
California
$1K +$565 +88 New
FF
137
FourThought Financial
Florida
$1K +$847 +132 New
AIA
138
Arcadia Investment Advisors
Idaho
$669
WIM
139
Westside Investment Management
California
$4
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
-$1.66M -274,926 Closed
SLG
141
Stanley-Laman Group
Pennsylvania
-$202K -33,650 Closed
PCP
142
Proficio Capital Partners
Massachusetts
-$144K -23,935 Closed
VWM
143
Vigilare Wealth Management
Arizona
-$121K -20,200 Closed
Lido Advisors
144
Lido Advisors
California
-$99K -16,435 Closed
BWA
145
Beam Wealth Advisors
Louisiana
-$95K -15,877 Closed
HR
146
Hayden Royal
North Carolina
-$94K -15,762 Closed
RFN
147
RDA Financial Network
Iowa
-$66K -11,052 Closed
GSWM
148
Golden State Wealth Management
California
-$54K -9,016 Closed
CSPIA
149
Cary Street Partners Investment Advisory
Virginia
-$35K -5,850 Closed
NC
150
NewSquare Capital
Pennsylvania
-$12.8K -2,000 Closed