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Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
26
Bickling Financial Services
Massachusetts
$1.73M +$76.3K +9,911 +5%
Invesco
27
Invesco
Georgia
$1.69M +$154K +20,028 +11%
CAN
28
Cetera Advisor Networks
California
$1.62M +$81.2K +10,547 +6%
RIM
29
Regent Investment Management
Kentucky
$1.48M -$77K -10,000 -5%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$1.46M -$168K -21,772 -11%
LOPW
31
Live Oak Private Wealth
North Carolina
$1.28M
DADC
32
D.A. Davidson & Co
Montana
$1.22M +$16.9K +2,196 +1%
WS
33
Wedbush Securities
California
$1.18M +$36.6K +4,754 +3%
UBS Group
34
UBS Group
Switzerland
$1.13M +$67.8K +8,804 +7%
Mariner
35
Mariner
Kansas
$1.12M +$99.3K +12,902 +10%
1832 Asset Management
36
1832 Asset Management
Ontario, Canada
$1.08M -$11.3K -1,468 -1%
Lido Advisors
37
Lido Advisors
California
$1.08M +$1.03M +133,946 New
AWM
38
AE Wealth Management
Kansas
$1.07M +$286K +37,221 +39%
RCM
39
RB Capital Management
Nevada
$1.04M +$52.1K +6,772 +6%
AWS
40
Atria Wealth Solutions
New York
$997K +$950K +123,474 New
IFG
41
Independent Financial Group
California
$990K -$16.6K -2,156 -2%
KPWS
42
Kestra Private Wealth Services
Texas
$925K -$29.4K -3,815 -3%
NA
43
NewEdge Advisors
Louisiana
$917K +$198K +25,691 +29%
SWM
44
Stockman Wealth Management
Montana
$877K
MA
45
Mutual Advisors
Nebraska
$839K +$99K +12,858 +14%
BRWA
46
B. Riley Wealth Advisors
Florida
$821K -$75K -9,745 -9%
APA
47
Astoria Portfolio Advisors
New York
$739K +$704K +91,522 New
Creative Planning
48
Creative Planning
Kansas
$680K +$176K +22,892 +37%
WAM
49
WealthTrust Asset Management
Florida
$642K +$57.3K +7,443 +10%
IFWM
50
Institute for Wealth Management
Colorado
$628K -$4.08K -530 -0.7%