USA
Liberty All-Star Equity Fund
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Shaker Financial Services, Llc | $7.7M | 1.33M | 2.54% | -19.0% |
Independent Financial Group, Llc | $1.8M | 315.2K | 0.03% | -23.6% |
Wealth Enhancement Advisory Services, Llc | $1.5M | 262.3K | 0.00% | -11.3% |
Concurrent Investment Advisors, Llc | $686K | 118.8K | 0.00% | -4.7% |
Sage Capital Advisors,Llc | $309K | 53.6K | 0.06% | +2.1% |
Avior Wealth Management, Llc | $251K | 43.6K | 0.01% | Unchanged |
Decision Investments, Inc | $223K | 38.6K | 0.20% | Unchanged |
David J Yvars Group | $192K | 33.2K | 0.09% | New Position |
Onyx Bridge Wealth Group Llc | $167K | 28.9K | 0.01% | -14.9% |
Vista Investment Partners Ii, Llc | $162K | 28.1K | 0.07% | +43.8% |
Avidian Wealth Enterprises, Llc | $160K | 27.8K | 0.00% | +57.4% |
Triumph Capital Management | $125K | 21.7K | 0.02% | +2.6% |
Quad-Cities Investment Group, Llc | $115K | 19.9K | 0.04% | -12.8% |
Smith Asset Management Co., Llc | $104K | 17.9K | 0.08% | -1.4% |
Corecap Advisors, Llc | $103K | 17.9K | 0.00% | -9.5% |
Sax Wealth Advisors, Llc | $97K | 16.8K | 0.00% | Unchanged |
Community Financial Services Group, Llc | $87K | 15.1K | 0.01% | Unchanged |
Mra Advisory Group | $87K | 15.0K | 0.03% | +2.8% |
Three Magnolias Financial Advisors, Llc | $87K | 15.0K | 0.05% | Unchanged |
Graves Light Lenhart Wealth, Inc. | $87K | 15.0K | 0.01% | Unchanged |
Shulman Demeo Asset Management Llc | $78K | 13.3K | 0.02% | Unchanged |
Fiduciary Alliance Llc | $63K | 10.9K | 0.00% | Unchanged |
Farther Finance Advisors, Llc | $52K | 9.1K | 0.00% | -16.0% |
Ifp Advisors, Inc | $17K | 3.0K | 0.00% | +2.8% |
Noble Wealth Management Pbc | $17K | 2.9K | 0.01% | -14.6% |
Hilltop National Bank | $17K | 2.9K | 0.00% | Unchanged |
First Pacific Financial | $9K | 1.5K | 0.00% | Unchanged |