We are live on ! Find out more
USA icon

Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
APA
126
American Portfolios Advisors
New York
$10.1K +$9.66K +1,322 New
CFN
127
Cordasco Financial Network
Florida
$8K – – –
Bartlett & Co Wealth Management
128
Bartlett & Co Wealth Management
Ohio
$4.26K -$32.3K -4,427 -89%
Bartlett & Co
129
Bartlett & Co
Ohio
$4K -$32.3K -4,427 -89%
Salem Investment Counselors
130
Salem Investment Counselors
North Carolina
$4K – – –
Parallel Advisors
131
Parallel Advisors
California
$3K – – –
JPLA
132
Joseph P. Lucia & Associates
New York
$3K +$110 +15 +5%
BFC
133
Bedel Financial Consulting
Indiana
$1K – – –
FF
134
FourThought Financial
Florida
$1K – – –
WAP
135
Wealthcare Advisory Partners
Pennsylvania
$1K +$935 +128 New
AIA
136
Arcadia Investment Advisors
Idaho
$740 – – –
WIM
137
Westside Investment Management
California
$5 +$248 +34 +5%
LCM
138
Landscape Capital Management
New Jersey
– -$2.27M -329,262 Closed
SFS
139
Shaker Financial Services
Virginia
– -$2.18M -316,586 Closed
1CP
140
1607 Capital Partners
Virginia
– -$723K -104,800 Closed
SC
141
Stolper & Co
Oklahoma
– -$684K -99,188 Closed
Avantax Advisory Services
142
Avantax Advisory Services
Texas
– -$521K -75,883 Closed
Beacon Pointe Advisors
143
Beacon Pointe Advisors
California
– -$448K -64,932 Closed
Millennium Management
144
Millennium Management
New York
– -$436K -63,131 Closed
Simplicity Solutions
145
Simplicity Solutions
Minnesota
– -$357K -51,738 Closed
M&T Bank
146
M&T Bank
New York
– -$308K -44,658 Closed
Prospera Financial Services
147
Prospera Financial Services
Texas
– -$307K -44,544 Closed
GSEP
148
Golden State Equity Partners
California
– -$165K -23,902 Closed
Apollon Wealth Management
149
Apollon Wealth Management
South Carolina
– -$109K -15,750 Closed
LWM
150
Laidlaw Wealth Management
New York
– -$80K -11,646 Closed