We are live on ! Find out more
USA icon

Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Parallel Advisors
151
Parallel Advisors
California
$2K +$71 +11 +3%
AW
152
Avion Wealth
Texas
$1K – – –
FF
153
FourThought Financial
Florida
$1K – – –
National Bank of Canada
154
National Bank of Canada
Quebec, Canada
$1K – – –
TCI Wealth Advisors
155
TCI Wealth Advisors
Arizona
$1K +$1.42K +220 New
WIM
156
Westside Investment Management
California
$4 +$129 +20 +2%
GA
157
Geller Advisors
New York
– -$428K -68,189 Closed
GAM
158
Gemmer Asset Management
California
– -$316K -50,323 Closed
Envestnet Asset Management
159
Envestnet Asset Management
Illinois
– -$248K -39,452 Closed
ARC
160
Advisor Resource Council
Texas
– -$175K -27,851 Closed
FCMA
161
Foresight Capital Management Advisors
Michigan
– -$156K -24,837 Closed
Ameritas Advisory Services
162
Ameritas Advisory Services
Nebraska
– -$127K -20,275 Closed
Spire Wealth Management
163
Spire Wealth Management
Virginia
– -$114K -18,231 Closed
Level Four Advisory Services
164
Level Four Advisory Services
Texas
– -$91K -14,450 Closed
SOS
165
Silver Oak Securities
Tennessee
– -$85K -12,813 Closed
U.S. Capital Wealth Advisors
166
U.S. Capital Wealth Advisors
Texas
– -$71K -11,232 Closed
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
– -$66K -10,518 Closed
Avior Wealth Management
168
Avior Wealth Management
Nebraska
– -$27K -4,310 Closed
Prospera Financial Services
169
Prospera Financial Services
Texas
– -$19K -3,000 Closed
Geneos Wealth Management
170
Geneos Wealth Management
Colorado
– -$18K -2,920 Closed
Fidelity Investments
171
Fidelity Investments
Massachusetts
– +$13 +2 +200%
TC
172
Truvestments Capital
Florida
– +$32 +5 New
HGERS
173
Householder Group Estate & Retirement Specialist
Arizona
– +$459 +71 New