LIBERTY ALL STAR EQUITY FD shareholder history

Current and past LIBERTY ALL STAR EQUITY FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Ancora Advisors LLC 42420.00%0.27%0.85%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.01%Q2 2013Q3 202342
Cetera Advisor Networks LLC 22200.01%0.07%0.15%Q1 2013Q3 202342
WEBSTER BANK, N. A. 42420.01%0.02%0.02%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.01%Q2 2013Q3 202342
WEDBUSH SECURITIES INC 42420.02%0.08%0.24%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
Creative Planning 42420.00%0.00%0.00%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.00%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
Thomas J. Herzfeld Advisors, Inc. 42420.01%0.99%2.87%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.01%0.01%0.02%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.01%0.01%0.02%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.00%0.02%0.05%Q2 2013Q3 202342
Advisors Asset Management, Inc. 41410.02%0.14%0.25%Q3 2013Q3 202341
Janney Montgomery Scott LLC 3280.00%0.01%0.03%Q3 2013Q3 202340
RAYMOND JAMES & ASSOCIATES 40400.00%0.01%0.02%Q4 2013Q3 202340
Cambridge Investment Research Advisors, Inc. 28120.00%0.01%0.02%Q2 2013Q3 202340
Private Advisor Group, LLC 40400.00%0.01%0.03%Q4 2013Q3 202340
Raymond James Financial Services Advisors, Inc. 3310.01%0.02%0.06%Q2 2013Q3 202340
1832 Asset Management L.P. 39390.00%0.01%0.02%Q4 2013Q2 202339
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 38380.00%2.92%4.29%Q2 2013Q3 202238
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
Cordasco Financial Network 35350.00%0.01%0.01%Q4 2013Q2 202235
Stratos Wealth Partners, LTD. 35350.00%0.01%0.01%Q1 2015Q3 202335
Bulldog Investors, LLP 3320.04%5.20%18.00%Q4 2009Q4 202135
Relative Value Partners Group, LLC 34340.01%0.66%1.77%Q2 2015Q3 202334
SignalPoint Asset Management, LLC 1390.02%0.03%0.04%Q4 2013Q3 202333
Carroll Financial Associates, Inc. 2760.00%0.00%0.00%Q2 2013Q4 202133
CITIGROUP INC 21120.00%0.00%0.00%Q3 2013Q1 202233
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2670.00%0.00%0.00%Q1 2014Q3 202333
Shaker Financial Services, LLC 1710.07%1.73%3.35%Q2 2013Q3 202332
Sheaff Brock Investment Advisors, LLC 32320.10%0.16%0.22%Q4 2015Q3 202332
FIFTH THIRD BANCORP 1350.00%0.00%0.00%Q3 2013Q3 202330
AMERIPRISE FINANCIAL INC 2810.00%0.00%0.00%Q1 2014Q3 202330
1607 Capital Partners, LLC 2640.02%0.79%1.75%Q2 2013Q4 202030
BerganKDV Wealth Management, LLC 30300.00%0.01%0.04%Q1 2016Q2 202330
OPPENHEIMER & CO INC 2450.00%0.01%0.02%Q2 2013Q3 202329
Steward Partners Investment Advisory, LLC 28280.00%0.01%0.03%Q4 2016Q3 202328
Regent Investment Management LLC 28280.07%0.24%0.41%Q1 2016Q4 202228
Stockman Wealth Management, Inc. 28280.03%0.17%0.24%Q4 2016Q3 202328
Bank of New York Mellon Corp 28280.00%0.00%0.00%Q2 2013Q1 202028
STIFEL FINANCIAL CORP 28280.00%0.00%0.00%Q4 2016Q3 202328
BENJAMIN F. EDWARDS & COMPANY, INC. 27270.01%0.02%0.03%Q1 2017Q3 202327
Prospera Financial Services Inc 1610.00%0.05%0.12%Q2 2013Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.01%Q2 2013Q4 201927
M&T BANK CORP 26260.00%0.00%0.00%Q3 2014Q4 202026
GOLDMAN SACHS GROUP INC 1910.00%0.00%0.00%Q1 2012Q1 202026
Geneos Wealth Management Inc. 26260.00%0.00%0.01%Q1 2016Q2 202226
BB&T SECURITIES, LLC 26260.00%0.00%0.00%Q2 2013Q3 201926
LAZARD ASSET MANAGEMENT LLC 26260.01%0.05%0.11%Q2 2013Q3 201926
RB Capital Management, LLC 25250.00%0.32%0.46%Q3 2017Q3 202325
Institute for Wealth Management, LLC. 1960.08%0.12%0.18%Q2 2017Q3 202325
ENVESTNET ASSET MANAGEMENT INC 1120.00%0.00%0.00%Q3 2014Q3 202325
Karpus Management, Inc. 2050.20%1.29%2.49%Q2 2013Q1 202125
RIVERNORTH CAPITAL MANAGEMENT, LLC 25250.04%1.88%4.27%Q2 2013Q2 201925
DEUTSCHE BANK AG\ 25250.00%0.00%0.00%Q3 2013Q3 201925
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
Parallel Advisors, LLC 14100.00%0.00%0.00%Q4 2016Q3 202324
Oxbow Advisors, LLC 2130.01%0.12%0.46%Q2 2013Q2 201924
DOLIVER ADVISORS, LP 1410.04%0.65%1.97%Q1 2013Q4 202123
BANK OF MONTREAL /CAN/ 1310.00%0.00%0.00%Q2 2013Q4 202223
Quad-Cities Investment Group, LLC 23230.13%0.31%0.56%Q1 2018Q3 202323
US BANCORP \DE\ 1410.00%0.00%0.00%Q2 2013Q2 202123
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 1810.03%0.14%0.25%Q2 2013Q3 202123
DIXON HUBARD FEINOUR & BROWN INC/VA 22220.01%0.02%0.02%Q1 2017Q2 202222
Cornerstone Wealth Management, LLC 22220.01%0.03%0.18%Q3 2016Q4 202122
Yakira Capital Management, Inc. 1660.07%0.65%4.23%Q4 2013Q4 202222
Tower Research Capital LLC (TRC) 610.00%0.00%0.01%Q2 2013Q3 202322
NEXT Financial Group, Inc 1110.00%0.02%0.07%Q3 2014Q4 202122
NewEdge Advisors, LLC 21210.01%0.02%0.05%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.03%Q3 2018Q3 202321
SeaCrest Wealth Management, LLC 11100.00%0.01%0.03%Q4 2017Q1 202321
IFP Advisors, Inc 1470.00%0.00%0.01%Q4 2015Q3 202321
TCI Wealth Advisors, Inc. 1710.00%0.04%0.10%Q1 2016Q3 202220
HOLLENCREST CAPITAL MANAGEMENT 1640.00%0.03%0.04%Q4 2013Q3 202320
SHEPHERD KAPLAN KROCHUK, LLC 20200.06%0.15%0.45%Q2 2013Q1 201820
Baird Financial Group, Inc. 20200.00%0.01%0.01%Q1 2018Q4 202220
AdvisorNet Financial, Inc 20200.00%0.00%0.01%Q4 2018Q3 202320
CULLEN/FROST BANKERS, INC. 1820.00%0.00%0.01%Q3 2015Q3 202320
BLB&B Advisors, LLC 19190.01%0.04%0.05%Q3 2017Q1 202219
Archford Capital Strategies, LLC 1360.00%0.01%0.01%Q1 2014Q2 201919
TRUIST FINANCIAL CORP 1630.00%0.00%0.01%Q1 2014Q3 202319
AE Wealth Management LLC 19190.00%0.02%0.06%Q1 2019Q3 202319
CWM, LLC 1010.00%0.00%0.00%Q4 2013Q3 202319
COHEN & STEERS, INC. 1440.00%0.01%0.02%Q3 2017Q3 202318
BUCKINGHAM STRATEGIC WEALTH, LLC 18180.00%0.01%0.03%Q2 2019Q3 202318
EULAV Asset Management 18180.00%0.00%0.01%Q1 2015Q2 201918
Shulman DeMeo Asset Management LLC 990.05%0.12%0.38%Q1 2019Q3 202318
Titus Wealth Management 18180.41%0.79%1.33%Q1 2018Q2 202218
Commonwealth Equity Services, Inc 18180.00%0.00%0.00%Q2 2013Q3 201718
SALEM INVESTMENT COUNSELORS INC 920.00%0.00%0.00%Q3 2016Q1 202117
RMB Capital Management, LLC 810.00%0.03%0.10%Q1 2015Q2 202017
Round Table Services, LLC 1070.02%0.08%0.14%Q3 2014Q4 201817
Graves Light Lenhart Wealth, Inc. 17170.01%0.02%0.02%Q3 2019Q3 202317
ELCO Management Co., LLC 980.12%0.18%0.29%Q2 2019Q3 202317
AVANTAX ADVISORY SERVICES, INC. 980.00%0.01%0.02%Q4 2018Q3 202317
Global Wealth Management Investment Advisory, Inc. 1520.00%0.00%0.00%Q4 2018Q3 202317
WFG Advisors, LP 17170.03%0.05%0.08%Q2 2013Q2 201717
SII INVESTMENTS INC/WI 1610.01%0.02%0.04%Q2 2013Q3 201717
Concert Wealth Management Inc. 17170.04%0.08%0.19%Q2 2013Q2 201717
CLOUGH CAPITAL PARTNERS L P 1010.01%0.13%0.28%Q1 2015Q4 202116
Bartlett & Co. LLC 810.00%0.00%0.02%Q3 2019Q4 202316
HOEY INVESTMENTS, INC 16160.01%0.01%0.01%Q4 2019Q3 202316
Penserra Capital Management LLC 16160.14%0.33%0.68%Q4 2019Q3 202316
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1110.01%0.07%0.36%Q4 2014Q4 202216
HUNTINGTON NATIONAL BANK 710.00%0.00%0.00%Q1 2009Q3 202316
Community Bank, N.A. 16160.00%0.01%0.01%Q4 2019Q3 202316
CSS LLC/IL 16160.01%0.01%0.01%Q4 2013Q3 201716
Gramercy Funds Management LLC 15150.94%4.53%7.95%Q2 2013Q4 201615
STEPHENS INC /AR/ 1050.00%0.00%0.01%Q2 2017Q3 202315
Asset Dedication, LLC 15150.00%0.00%0.01%Q1 2017Q3 202015
One Capital Management, LLC 1310.01%0.04%0.08%Q3 2014Q3 201815
Westside Investment Management, Inc. 15150.00%0.00%0.00%Q1 2020Q3 202315
Mutual Advisors, LLC 15150.01%0.02%0.05%Q3 2019Q1 202315
Advisor Group, Inc. 15150.01%0.01%0.01%Q2 2016Q4 201915
CORNERSTONE ADVISORS INC 15150.14%1.26%2.05%Q2 2014Q4 201715
MERCER GLOBAL ADVISORS INC /ADV 1320.00%0.00%0.01%Q3 2019Q3 202315
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15150.01%0.02%0.03%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.01%0.01%Q1 2020Q3 202315
Global Retirement Partners, LLC 640.00%0.00%0.00%Q1 2018Q4 202214
ADVANTAGE INVESTMENT MANAGEMENT, LLC 14140.00%0.01%0.02%Q4 2014Q1 201814
FMR LLC 1010.00%0.00%0.00%Q1 2019Q3 202314
Bison Wealth, LLC 1040.01%0.04%0.06%Q4 2019Q3 202314
ACCURATE INVESTMENT SOLUTIONS, INC. 14140.00%0.00%0.01%Q4 2016Q1 202014
VALLEY NATIONAL ADVISERS INC 14140.00%0.00%0.01%Q1 2015Q2 201814
WOLVERINE ASSET MANAGEMENT LLC 510.00%0.03%0.08%Q2 2013Q3 202314
Baystate Wealth Management LLC 1310.00%0.00%0.00%Q4 2016Q2 202014
Live Oak Private Wealth LLC 14140.19%0.25%0.33%Q2 2020Q3 202314
Laurel Wealth Advisors, Inc. 810.02%0.04%0.07%Q4 2015Q3 202114
TWO SIGMA SECURITIES, LLC 410.00%0.03%0.11%Q1 2015Q3 202314
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.01%Q3 2016Q3 202313
PARAMETRIC PORTFOLIO ASSOCIATES LLC 760.00%0.00%0.01%Q3 2014Q3 201813
Kestra Advisory Services, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
Lokken Investment Group LLC 1210.07%0.11%0.14%Q1 2012Q3 202313
CENTAURUS FINANCIAL, INC. 1210.00%0.16%0.28%Q2 2018Q3 202313
Virtu KCG Holdings LLC 610.00%0.00%0.01%Q3 2013Q2 201713
McIlrath & Eck, LLC 13130.00%0.00%0.00%Q4 2017Q4 202013
HighTower Advisors, LLC 760.00%0.00%0.00%Q3 2018Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.03%0.04%0.05%Q3 2020Q3 202313
B. Riley Wealth Advisors, Inc. 1210.01%0.02%0.03%Q1 2018Q3 202313
BRINKER CAPITAL INC 1110.00%0.10%0.18%Q1 2016Q3 201913
Aviance Capital Partners, LLC 820.02%0.02%0.03%Q3 2014Q1 201813
Citadel Advisors 410.00%0.00%0.00%Q3 2013Q1 202213
Matisse Capital 13130.45%1.71%3.22%Q4 2015Q4 201813
Koshinski Asset Management, Inc. 13130.01%0.03%0.04%Q3 2020Q3 202313
PATHSTONE FAMILY OFFICE, LLC 510.00%0.00%0.00%Q1 2015Q1 201912
Lido Advisors, LLC 750.00%0.01%0.03%Q3 2019Q3 202312
Altus Wealth Group LLC 12120.13%0.21%0.28%Q4 2020Q3 202312
Cetera Investment Advisers 12120.00%0.00%0.00%Q4 2020Q3 202312
SAX WEALTH ADVISORS, LLC 12120.02%0.03%0.05%Q4 2020Q3 202312
Kingsview Wealth Management, LLC 660.00%0.01%0.01%Q3 2020Q3 202312
SIT INVESTMENT ASSOCIATES INC 1020.05%0.12%0.27%Q2 2013Q4 202112
MSI Financial Services Inc 12120.00%0.00%0.01%Q1 2014Q4 201612
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Alerus Investment Advisors Corp 12120.00%0.01%0.01%Q2 2013Q1 201612
Onyx Bridge Wealth Group LLC 12120.03%0.06%0.08%Q4 2020Q3 202312
Advisory Services Network, LLC 310.00%0.00%0.00%Q1 2015Q1 202312
SUNTRUST BANKS INC 620.00%0.00%0.00%Q2 2016Q3 201912
Tradition Wealth Management, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Wealthspire Advisors, L.P. 12120.00%0.00%0.00%Q4 2015Q3 201812
CS MCKEE LP 750.01%0.02%0.04%Q2 2013Q2 201612
STEEL GROVE CAPITAL ADVISORS, LLC 650.02%0.02%0.02%Q2 2013Q1 201611
SG Americas Securities, LLC 810.00%0.01%0.01%Q2 2013Q2 201711
Eudaimonia Partners, LLC 650.09%0.10%0.14%Q4 2019Q3 202311
MANUFACTURERS LIFE INSURANCE COMPANY, THE 740.00%0.00%0.00%Q4 2013Q2 201811
Sound Income Strategies, LLC 1010.00%0.00%0.00%Q1 2020Q3 202311
Pinnacle Bancorp, Inc. 11110.01%0.01%0.01%Q4 2018Q2 202111
Vident Investment Advisory, LLC 11110.34%0.53%0.88%Q1 2017Q3 201911
Regal Investment Advisors LLC 1010.01%0.01%0.01%Q2 2013Q4 202011
Arete Wealth Advisors, LLC 11110.03%0.82%1.15%Q3 2016Q1 201911
UNITED CAPITAL FINANCIAL ADVISORS, LLC 910.00%0.00%0.00%Q4 2015Q3 201911
SevenBridge Financial Group, LLC 710.00%0.00%0.00%Q2 2016Q2 201911
SIGNATUREFD, LLC 610.00%0.00%0.01%Q2 2015Q2 202310
Financial Advocates Investment Management 640.02%0.09%0.22%Q4 2017Q3 202310
WealthTrust Asset Management, LLC 10100.37%0.48%0.68%Q2 2021Q3 202310
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 10100.01%0.01%0.02%Q4 2018Q1 202110
BDO Wealth Advisors, LLC 10100.00%0.00%0.01%Q1 2021Q2 202310
American Portfolios Advisors 710.00%0.01%0.03%Q4 2017Q3 202210
Saba Capital Management, L.P. 10100.01%0.61%1.26%Q3 2016Q4 201810
Wealthcare Advisory Partners LLC 910.00%0.00%0.01%Q1 2018Q1 202110
Avion Wealth 10100.00%0.00%0.00%Q2 2021Q3 202310
NewSquare Capital LLC 910.00%0.00%0.01%Q4 2018Q4 202210
NWAM LLC 730.01%0.11%0.18%Q2 2012Q3 201910
Rockefeller Capital Management L.P. 810.00%0.00%0.00%Q1 2019Q2 202210
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q3 2013Q3 202210
Avior Wealth Management, LLC 10100.00%0.00%0.00%Q1 2020Q2 202210
Meridian Wealth Management, LLC 810.01%0.01%0.02%Q2 2019Q3 20239
Virtue Capital Management, LLC 810.01%0.07%0.10%Q4 2017Q2 20209
Professional Financial Advisors, LLC 990.00%0.00%0.00%Q3 2020Q3 20229
TFS CAPITAL LLC 610.02%0.05%0.08%Q3 2013Q2 20179
SEI INVESTMENTS CO 420.00%0.00%0.00%Q4 2014Q2 20189
Independence Trust CO 990.05%0.05%0.06%Q2 2013Q2 20159
Bickling Financial Services, Inc. 990.59%0.82%1.03%Q4 2020Q4 20229
Waverly Advisors, LLC 990.00%0.01%0.04%Q3 2013Q3 20159
Simplicity Solutions, LLC 990.01%0.02%0.02%Q4 2018Q4 20209
JPMORGAN CHASE & CO 410.00%0.00%0.00%Q3 2014Q3 20239
AQR Arbitrage LLC 990.01%0.03%0.04%Q1 2015Q1 20179
Perigon Wealth Management, LLC 990.01%0.01%0.01%Q1 2016Q1 20189
VSR Financial Services, Inc. 990.01%0.01%0.02%Q2 2013Q2 20159
Integrated Advisors Network LLC 990.21%0.29%0.39%Q3 2021Q3 20239
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 990.03%0.04%0.05%Q4 2019Q4 20219
Marks Group Wealth Management, Inc 990.01%0.22%0.28%Q4 2020Q4 20229
Weiss Asset Management LP 310.01%0.07%0.19%Q4 2015Q4 20229
MARINER INVESTMENT GROUP LLC 990.19%0.68%1.64%Q1 2015Q1 20179
TOWNSQUARE CAPITAL LLC 880.00%0.00%0.00%Q1 2021Q4 20228
Bensler, LLC 881.44%1.62%2.14%Q4 2021Q3 20238
Zuckerman Investment Group, LLC 880.12%0.16%0.22%Q2 2016Q1 20188
TOMPKINS FINANCIAL CORP 880.00%0.00%0.00%Q1 2022Q4 20238
SILVERCREST ASSET MANAGEMENT GROUP LLC 880.00%0.00%0.00%Q2 2014Q1 20168
NATIONAL PLANNING CORP 880.01%0.02%0.04%Q4 2015Q3 20178
WEST BANCORPORATION INC 440.02%0.05%0.07%Q4 2019Q3 20228
Mariner, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
JANE STREET GROUP, LLC 310.00%0.00%0.00%Q1 2014Q4 20228
Laidlaw Wealth Management LLC 710.02%0.03%0.05%Q4 2020Q2 20238
PRIMORIS WEALTH ADVISORS, LLC 880.14%0.18%0.24%Q4 2021Q3 20238
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
SILVERLAKE WEALTH MANAGEMENT LLC 880.05%0.06%0.08%Q4 2021Q3 20238
Sage Capital Advisors,llc 880.03%0.10%0.14%Q4 2021Q3 20238
Spectrum Management Group, LLC 410.03%0.07%0.13%Q3 2017Q4 20198
FLAGSHIP HARBOR ADVISORS, LLC 880.00%0.01%0.03%Q4 2018Q3 20208
Relative Value Partners, LLC 881.89%2.38%3.31%Q2 2013Q1 20158
BANK OF NOVA SCOTIA 410.00%0.01%0.02%Q3 2015Q4 20188
AlphaStar Capital Management, LLC 620.01%0.03%0.13%Q4 2017Q4 20228
Qube Research & Technologies Ltd 880.00%0.00%0.00%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Advisory Alpha, LLC 420.03%0.31%0.62%Q4 2016Q1 20218
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
FineMark National Bank & Trust 770.01%0.01%0.01%Q4 2016Q2 20187
BNP PARIBAS FINANCIAL MARKETS 610.00%0.00%0.00%Q3 2013Q3 20197
CSM Advisors, LLC 770.01%0.01%0.01%Q2 2021Q4 20227
AllSquare Wealth Management LLC 770.01%0.01%0.02%Q1 2022Q3 20237
ICA Group Wealth Management, LLC 770.01%0.02%0.03%Q1 2022Q3 20237
Spire Wealth Management 610.00%0.01%0.01%Q1 2021Q2 20237
HAZLETT, BURT & WATSON, INC. 770.03%0.04%0.05%Q1 2022Q3 20237
RDA Financial Network 770.03%0.04%0.04%Q1 2019Q3 20207
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 610.01%0.01%0.01%Q3 2020Q3 20237
Key FInancial Inc 770.00%0.01%0.01%Q1 2022Q3 20237
TRUE Private Wealth Advisors 510.00%0.00%0.00%Q3 2018Q4 20207
Beacon Capital Management, LLC 770.03%0.03%0.03%Q1 2022Q3 20237
MONETA GROUP INVESTMENT ADVISORS LLC 770.00%0.01%0.03%Q1 2021Q3 20227
Vigilare Wealth Management 410.06%0.10%0.13%Q4 2019Q3 20227
Atria Wealth Solutions, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.05%0.05%0.06%Q4 2021Q2 20237
Laird Norton Wetherby Wealth Management, LLC 610.00%0.01%0.01%Q4 2020Q3 20227
Beacon Pointe Advisors, LLC 310.02%0.09%0.17%Q4 2018Q4 20217
AFT, FORSYTH & COMPANY, INC. 770.20%0.21%0.22%Q4 2017Q2 20197
OTA Financial Group L.P. 210.13%0.25%0.58%Q3 2013Q3 20187
STATE OF WISCONSIN INVESTMENT BOARD 770.00%0.00%0.00%Q1 2016Q3 20177
LINCOLN NATIONAL CORP 610.00%0.00%0.01%Q4 2017Q3 20227
Kovack Advisors, Inc. 310.01%0.02%0.02%Q3 2019Q3 20237
Bedel Financial Consulting, Inc. 770.00%0.00%0.00%Q3 2020Q1 20227
WealthPLAN Partners, LLC 520.01%0.01%0.02%Q4 2021Q4 20237
Clarus Wealth Advisors 770.01%0.08%0.16%Q4 2017Q2 20197
BlackRock Inc. 410.00%0.00%0.00%Q1 2017Q2 20217
HB Wealth Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Joseph P. Lucia & Associates, LLC 410.00%0.00%0.00%Q1 2020Q1 20227
MRA Advisory Group 770.05%0.05%0.06%Q1 2022Q3 20237
Astoria Portfolio Advisors LLC. 770.11%0.29%0.58%Q1 2022Q3 20237
Raleigh Capital Management Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
Edmonds Duncan Registered Investment Advisors, LLC 770.88%0.97%1.07%Q3 2017Q1 20197
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Golden State Wealth Management, LLC 310.02%0.16%0.36%Q1 2019Q1 20226
SEGALL BRYANT & HAMILL, LLC 660.00%0.00%0.00%Q2 2018Q3 20196
Gemmer Asset Management LLC 660.05%0.06%0.06%Q1 2021Q2 20226
Moisand Fitzgerald Tamayo, LLC 510.00%0.00%0.00%Q1 2016Q3 20186
ALLIANCEBERNSTEIN L.P. 510.00%0.00%0.00%Q1 2014Q1 20166
STANSBERRY ASSET MANAGEMENT, LLC 660.10%0.15%0.22%Q4 2017Q1 20196
Ameritas Advisory Services, LLC 310.01%0.01%0.01%Q4 2021Q3 20236
HSBC HOLDINGS PLC 660.00%0.00%0.00%Q1 2012Q2 20136
Kelman-Lazarov, Inc. 330.04%0.04%0.04%Q1 2016Q4 20176
ROMAN BUTLER FULLERTON & CO 510.10%0.11%0.12%Q4 2018Q1 20226
Hayden Royal, LLC 210.05%0.10%0.19%Q2 2019Q2 20216
GEODE CAPITAL MANAGEMENT, LLC 660.00%0.00%0.00%Q2 2016Q3 20176
BAKER TILLY WEALTH MANAGEMENT, LLC 660.02%0.02%0.04%Q4 2020Q1 20226
COLONY GROUP LLC 660.00%0.00%0.00%Q3 2014Q4 20156
Apollon Wealth Management, LLC 510.01%0.01%0.03%Q4 2020Q3 20236
Full Value Advisors, LLC 330.01%0.16%0.37%Q1 2008Q3 20096
JFS WEALTH ADVISORS, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Global Endowment Management, LP 660.09%0.10%0.12%Q1 2016Q2 20176
PRIVATE TRUST CO NA 660.00%0.00%0.00%Q2 2022Q3 20236
Squar Milner Financial Services LLC 310.05%0.09%0.13%Q4 2017Q2 20205
Allworth Financial LP 410.00%0.00%0.00%Q4 2016Q1 20235
Measured Wealth Private Client Group, LLC 550.18%0.21%0.24%Q2 2019Q2 20205
HARBOUR INVESTMENTS, INC. 410.00%0.00%0.00%Q1 2021Q3 20235
LEVEL FOUR ADVISORY SERVICES, LLC 320.01%0.01%0.02%Q4 2021Q2 20235
Golden State Equity Partners 210.06%0.13%0.22%Q4 2020Q3 20235
MARINO, STRAM & ASSOCIATES LLC 410.00%0.00%0.00%Q4 2017Q1 20195
CoreCap Advisors, LLC 550.02%0.02%0.02%Q4 2021Q4 20225
Alpha Omega Wealth Management LLC 550.00%0.00%0.00%Q4 2016Q4 20175
Strategic Asset Management, LLC 550.11%0.12%0.14%Q3 2021Q3 20225
Opera Trading Capital 550.01%0.02%0.02%Q3 2017Q3 20185
Private Capital Group, LLC 410.00%0.00%0.00%Q1 2018Q2 20195
Cascadia Advisory Services, LLC 320.08%0.16%0.22%Q2 2020Q3 20215
Plancorp, LLC 550.01%0.01%0.01%Q3 2021Q3 20225
Coastal Bridge Advisors, LLC 410.03%0.03%0.04%Q2 2020Q4 20215
Barnett & Company, Inc. 550.02%0.03%0.03%Q3 2014Q3 20155
Biltmore Capital Advisors LLC 410.02%0.03%0.04%Q1 2019Q3 20215
Retirement Group, LLC 410.02%0.03%0.04%Q3 2020Q2 20235
Quantum Private Wealth, LLC 550.16%0.24%0.34%Q3 2022Q3 20235
Cetera Advisors LLC 310.00%0.00%0.00%Q3 2021Q1 20235
KING LUTHER CAPITAL MANAGEMENT CORP 550.00%0.00%0.00%Q4 2020Q4 20215
Partnervest Advisory Services LLC 550.00%0.00%0.00%Q2 2013Q2 20145
OLIVER LAGORE VANVALIN INVESTMENT GROUP 440.02%0.04%0.05%Q4 2022Q3 20234
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q3 2014Q1 20234
Brinker Capital Investments, LLC 440.00%0.00%0.00%Q1 2018Q4 20184
CERTUITY, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
MARINER INDEPENDENT ADVISOR NETWORK, LLC 310.01%0.01%0.02%Q2 2021Q3 20224
David J Yvars Group 440.09%0.14%0.17%Q4 2022Q3 20234
COMMERCE BANK 440.00%0.00%0.00%Q4 2021Q3 20224
THRIVENT FINANCIAL FOR LUTHERANS 440.00%0.01%0.01%Q2 2020Q1 20214
BOOTHBAY FUND MANAGEMENT, LLC 110.00%0.08%0.19%Q4 2014Q3 20234
AlphaMark Advisors, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
NINE MASTS CAPITAL Ltd 440.09%0.10%0.12%Q2 2015Q1 20164
Belpointe Asset Management LLC 220.00%0.01%0.02%Q4 2017Q1 20234
Polaris Wealth Advisory Group, LLC 310.01%0.01%0.02%Q4 2017Q4 20214
Riggs Asset Managment Co. Inc. 440.00%0.01%0.03%Q4 2019Q3 20204
WealthShield Partners, LLC 440.01%0.02%0.03%Q3 2020Q2 20214
BELLEVUE ASSET MANAGEMENT, LLC 440.00%0.01%0.01%Q4 2019Q3 20204
Samalin Investment Counsel, LLC 440.11%0.19%0.23%Q4 2022Q3 20234
Pinnacle Wealth Planning Services, Inc. 440.08%0.13%0.20%Q4 2017Q3 20184
BLUEFIN CAPITAL MANAGEMENT, LLC 310.01%0.06%0.15%Q4 2021Q4 20224
CAROLINAS WEALTH CONSULTING LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Laurion Capital Management LP 310.01%0.02%0.04%Q4 2016Q4 20174
CAPTRUST FINANCIAL ADVISORS 210.00%0.00%0.00%Q2 2013Q3 20234
Elequin Capital, LP 440.05%0.15%0.21%Q4 2022Q3 20234
LEVEL FOUR FINANCIAL, LLC 440.11%0.13%0.14%Q4 2020Q3 20214
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
MAIRS & POWER INC 440.00%0.00%0.00%Q2 2013Q1 20144
Ameritas Investment Company, LLC 210.01%0.01%0.02%Q1 2019Q3 20214
Geller Advisors LLC 440.09%0.11%0.13%Q3 2021Q2 20224
Advisors Capital Management, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
MML INVESTORS SERVICES, LLC 310.00%0.01%0.01%Q1 2017Q1 20184
Capital Investment Advisory Services, LLC 440.00%0.00%0.01%Q4 2018Q3 20194
MGO ONE SEVEN LLC 220.01%0.06%0.10%Q4 2017Q4 20184
KWMG, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
Sigma Planning Corp 440.05%0.05%0.06%Q4 2016Q3 20174
PSI Advisors, LLC 210.00%0.00%0.00%Q4 2019Q4 20213
SYNOVUS FINANCIAL CORP 330.00%0.00%0.00%Q3 2016Q1 20173
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
Cedar Brook Financial Partners, LLC 330.04%0.04%0.04%Q4 2018Q2 20193
Gary Goldberg Planning Services Inc 330.00%0.02%0.03%Q1 2013Q3 20133
OneDigital Investment Advisors LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Personal Capital Advisors Corp 330.00%0.00%0.00%Q3 2021Q1 20223
Moloney Securities Asset Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
SILVER OAK SECURITIES, INCORPORATED 210.01%0.02%0.02%Q1 2022Q4 20223
Sonora Investment Management, LLC 330.01%0.01%0.01%Q2 2018Q4 20183
Octavia Wealth Advisors, LLC 210.02%0.02%0.02%Q4 2022Q3 20233
Advisor Resource Council 110.02%0.02%0.02%Q2 2021Q2 20223
Proficio Capital Partners LLC 330.02%0.03%0.03%Q1 2020Q3 20203
Integrated Wealth Concepts LLC 330.00%0.00%0.00%Q1 2023Q3 20233
IHT Wealth Management, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Richard W. Paul & Associates, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Diversified Trust Co 330.15%0.16%0.16%Q2 2013Q4 20133
SageGuard Financial Group, LLC 330.05%0.05%0.06%Q4 2020Q2 20213
DRW Securities, LLC 330.01%0.01%0.01%Q1 2015Q3 20153
Alpha Cubed Investments, LLC 210.00%0.01%0.02%Q3 2017Q3 20233
Connecticut Wealth Management, LLC 330.02%0.02%0.02%Q3 2020Q1 20213
FIRST MANHATTAN CO. LLC. 330.00%0.00%0.00%Q2 2022Q4 20223
DFPG INVESTMENTS, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
GoalVest Advisory LLC 330.01%0.01%0.01%Q2 2023Q4 20233
ARCADIA INVESTMENT MANAGEMENT CORP/MI 330.00%0.00%0.00%Q1 2023Q3 20233
ECLECTIC ASSOCIATES INC /ADV 330.05%0.05%0.05%Q1 2023Q3 20233
REGIONS FINANCIAL CORP 330.00%0.00%0.00%Q4 2016Q2 20173
COUNTRY TRUST BANK 330.00%0.00%0.00%Q3 2021Q1 20223
Prime Capital Investment Advisors, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Clear Creek Financial Management, LLC 330.13%0.14%0.15%Q1 2023Q3 20233
Consolidated Portfolio Review Corp 330.03%0.03%0.03%Q1 2023Q3 20233
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
NORTHERN TRUST CORP 210.00%0.00%0.00%Q1 2016Q4 20213
WealthPlan Investment Management, LLC 210.01%0.01%0.01%Q1 2022Q4 20223
Ionic Capital Management LLC 330.04%0.04%0.05%Q3 2016Q1 20173
Legacy Advisors, LLC 210.00%0.01%0.03%Q2 2018Q1 20193
AQR Capital Management 330.00%0.00%0.00%Q2 2014Q4 20143
Lucia Wealth Services, LLC 330.01%0.01%0.01%Q1 2020Q3 20203
Kavar Capital Partners, LLC 210.01%0.02%0.02%Q4 2013Q2 20153
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 330.01%0.01%0.01%Q1 2023Q3 20233
Ellis Investment Partners, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
CreativeOne Wealth, LLC 330.01%0.01%0.01%Q1 2021Q3 20213
WINTRUST INVESTMENTS LLC 330.01%0.02%0.04%Q2 2016Q4 20163
Stone House Investment Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Clark Capital Management Group, Inc. 330.00%0.00%0.00%Q3 2019Q1 20203
Portfolio Strategies, Inc. 330.02%3.43%8.19%Q1 2021Q3 20213
Kalos Management, Inc. 210.03%0.03%0.03%Q1 2021Q4 20213
Jolley Asset Management, LLC 220.55%0.57%0.58%Q4 2019Q1 20202
Cable Hill Partners, LLC 110.00%0.00%0.00%Q3 2016Q3 20172
Gradient Investments LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Register Financial Advisors LLC 220.00%0.00%0.00%Q2 2023Q3 20232
BLACKROCK ADVISORS LLC 220.00%0.00%0.00%Q3 2016Q4 20162
NORTHSTAR WEALTH PARTNERS LLC 220.07%0.07%0.07%Q1 2020Q2 20202
Center for Financial Planning, Inc. 220.01%0.01%0.01%Q1 2020Q2 20202
MACROVIEW INVESTMENT MANAGEMENT LLC 220.09%0.10%0.11%Q2 2018Q3 20182
Jane Street Holding, LLC 110.00%0.00%0.00%Q2 2013Q4 20132
STRATEGIC INVESTMENT MANAGEMENT, LLC 220.01%0.04%0.08%Q3 2016Q4 20162
CTC Alternative Strategies, Ltd. 220.02%0.05%0.08%Q2 2013Q3 20132
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q1 20232
ASSET MANAGEMENT CORP /IL/ /ADV 220.08%0.09%0.10%Q4 2020Q1 20212
Sunesis Advisors, LLC 110.22%0.23%0.24%Q1 2023Q3 20232
BESSEMER GROUP INC 220.00%0.00%0.00%Q2 2021Q3 20212
Manchester Capital Management LLC 220.00%0.00%0.00%Q4 2014Q1 20152
Destiny Wealth Partners, LLC 110.00%0.01%0.01%Q4 2020Q3 20222
Alpine Global Management, LLC 110.16%0.18%0.20%Q4 2016Q4 20222
CENTRAL TRUST Co 110.00%0.00%0.01%Q1 2017Q3 20172
Tortoise Investment Management, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Signator Financial Services, Inc. 220.01%0.01%0.01%Q2 2013Q3 20132
FNY Investment Advisers, LLC 110.00%0.00%0.01%Q4 2019Q4 20222
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q2 2014Q2 20162
Resource Planning Group 220.07%0.07%0.07%Q2 2021Q3 20212
LIBERTY WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q1 2020Q2 20202
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q3 2013Q4 20212
Syverson Strege & Co 220.03%0.05%0.06%Q4 2020Q1 20212
Sunbelt Securities, Inc. 220.01%0.01%0.02%Q3 2019Q4 20192
Venturi Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Stolper Co 220.38%0.39%0.39%Q3 2020Q4 20202
Claraphi Advisory Network, LLC 220.09%0.10%0.10%Q4 2017Q1 20182
Parkside Financial Bank & Trust 220.02%0.03%0.03%Q2 2021Q3 20212
JOYN Advisors, Inc. 220.00%0.00%0.00%Q3 2018Q4 20182
CIC Wealth, LLC 220.03%0.03%0.03%Q4 2022Q1 20232
BEAM WEALTH ADVISORS, INC. 220.09%0.10%0.12%Q2 2020Q3 20202
Horan Securities, Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Truvestments Capital LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Alexandria Capital, LLC 220.00%0.00%0.00%Q2 2015Q3 20152
Telos Capital Management, Inc. 110.01%0.02%0.03%Q1 2016Q4 20222
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q3 2013Q3 20142
Spotlight Asset Group, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
Capital Bank & Trust Co 220.00%0.00%0.00%Q4 2019Q1 20202
NORTH STAR ASSET MANAGEMENT INC 220.06%0.08%0.09%Q2 2013Q3 20132
Brookstone Capital Management 220.00%0.00%0.00%Q2 2015Q3 20152
OppenheimerFunds, Inc. 220.00%0.00%0.00%Q1 2018Q2 20182
Lee Financial Co 220.06%0.06%0.06%Q1 2018Q2 20182
Bogart Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Liberty Capital Management, Inc. 220.02%0.02%0.02%Q1 2023Q2 20232
SIGNET FINANCIAL MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
PRIVATE CAPITAL MANAGEMENT LLC 220.11%0.12%0.12%Q2 2023Q3 20232
O'Dell Group, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Sargent Bickham Lagudis LLC 220.04%0.04%0.04%Q1 2019Q2 20192
MCF Advisors LLC 110.00%0.00%0.01%Q2 2013Q3 20162
MONEY CONCEPTS CAPITAL CORP 110.00%0.01%0.02%Q1 2022Q4 20222
STIFEL NICOLAUS & CO INC \MO\ 110.00%0.00%0.00%Q2 2013Q2 20131
Integrated Wealth Management 110.00%0.00%0.00%Q2 2015Q2 20151
ALBION FINANCIAL GROUP /UT 110.02%0.02%0.02%Q4 2019Q4 20191
EdgeRock Capital LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Capital Investment Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
INVESTMENT CENTERS OF AMERICA INC 110.02%0.02%0.02%Q3 2017Q3 20171
Randolph Co Inc 110.01%0.01%0.01%Q4 2021Q4 20211
LEAVELL INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2010Q2 20101
HBK INVESTMENTS L P 110.00%0.00%0.00%Q4 2018Q4 20181
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
BNC WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Global Trust Asset Management, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
BLAIR WILLIAM & CO/IL 110.00%0.00%0.00%Q1 2015Q1 20151
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
PARK AVENUE SECURITIES LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
INGALLS & SNYDER LLC 110.01%0.01%0.01%Q3 2023Q3 20231
EATON VANCE MANAGEMENT 110.00%0.00%0.00%Q4 2021Q4 20211
Capital Wealth Planning, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Santori & Peters, Inc. 110.02%0.02%0.02%Q4 2017Q4 20171
FIRST AMERICAN TRUST, FSB 110.02%0.02%0.02%Q2 2018Q2 20181
WEALTHSOURCE PARTNERS, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Liberty Mutual Group Asset Management Inc. 110.26%0.26%0.26%Q2 2013Q2 20131
Chicago Partners Investment Group LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Lake Point Wealth Management 110.00%0.00%0.00%Q2 2022Q2 20221
Boyle Capital Management, L.L.C. 111.39%1.39%1.39%Q3 2016Q3 20161
Allegis Investment Advisors, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Oder Investment Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
B. Riley Wealth Management, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Gilman Hill Asset Management, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Jacobi Capital Management LLC 110.00%0.00%0.00%Q3 2021Q3 20211
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
FinTrust Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Clearstead Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Xcel Wealth Management, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 110.24%0.24%0.24%Q2 2022Q2 20221
BREITER CAPITAL MANAGEMENT INC 110.14%0.14%0.14%Q4 2017Q4 20171
CapWealth Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
ETRADE Capital Management LLC 110.00%0.00%0.00%Q3 2020Q3 20201
FIRST FINANCIAL EQUITY CORPORATION 110.03%0.03%0.03%Q1 2017Q1 20171
ASSETMARK, INC 110.00%0.00%0.00%Q3 2021Q3 20211
Royal Fund Management, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
RWA WEALTH PARTNERS, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
WASHINGTON TRUST BANK 110.00%0.00%0.00%Q4 2017Q4 20171
Yorktown Management & Research Co Inc 110.12%0.12%0.12%Q1 2015Q1 20151
Smithfield Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
Black Diamond Financial, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
HRT FINANCIAL LP 110.00%0.00%0.00%Q4 2022Q4 20221
Camarda Financial Advisors, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
BERRY GROUP, LLC 110.24%0.24%0.24%Q4 2019Q4 20191
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Cerity Partners LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Ahrens Investment Partners LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 110.01%0.01%0.01%Q3 2023Q3 20231
Crescent Grove Advisors, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Squarepoint Ops LLC 110.08%0.08%0.08%Q4 2015Q4 20151
Merit Financial Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Atlas Private Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Strategic Blueprint, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Barber Financial Group, Inc. 110.02%0.02%0.02%Q2 2019Q2 20191
QCI ASSET MANAGEMENT INC/NY 110.00%0.00%0.00%Q2 2017Q2 20171
Newbridge Financial Services Group, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Stearns Financial Services Group 110.03%0.03%0.03%Q2 2020Q2 20201
Jump Trading, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
McAdam, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
TFC Financial Management, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
Glenview Trust Co 110.01%0.01%0.01%Q4 2008Q4 20081
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Doyle Wealth Management 110.02%0.02%0.02%Q1 2018Q1 20181
MONROE BANK & TRUST/MI 110.00%0.00%0.00%Q1 2016Q1 20161
NEW ENGLAND SECURITIES CORP /MA/ 110.00%0.00%0.00%Q4 2014Q4 20141
Taylor Wealth Management Partners 110.00%0.00%0.00%Q1 2015Q1 20151
HM PAYSON & CO 110.00%0.00%0.00%Q1 2023Q1 20231
BBR PARTNERS, LLC 110.30%0.30%0.30%Q4 2019Q4 20191
Regis Management CO LLC 110.08%0.08%0.08%Q4 2015Q4 20151
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Independent Advisor Alliance 110.01%0.01%0.01%Q4 2019Q4 20191
Crosspoint Capital Strategies, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Legacy Wealth Planning, LLC 110.10%0.10%0.10%Q4 2021Q4 20211
Stanley-Laman Group, Ltd. 110.04%0.04%0.04%Q3 2020Q3 20201
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
MBE Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Certified Advisory Corp 110.02%0.02%0.02%Q4 2018Q4 20181
FSB PREMIER WEALTH MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
External links

This page lists all the filers that currently own LIBERTY ALL STAR EQUITY FD or have owned LIBERTY ALL STAR EQUITY FD in the past.