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Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$1.51M +$23.6K +3,404 +1%
CAN
27
Cetera Advisor Networks
California
$1.39M +$145K +20,965 +10%
UBS Group
28
UBS Group
Switzerland
$1.2M +$356K +51,363 +37%
RIM
29
Regent Investment Management
Kentucky
$1.2M +$55.5K +8,000 +4%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$1.18M +$52.6K +7,582 +4%
IFG
31
Independent Financial Group
California
$1.05M +$306K +44,155 +36%
Invesco
32
Invesco
Georgia
$1.01M -$333K -48,055 -23%
AWM
33
AE Wealth Management
Kansas
$1.01M +$191K +27,491 +21%
LOPW
34
Live Oak Private Wealth
North Carolina
$996K
WS
35
Wedbush Securities
California
$976K +$66.9K +9,639 +7%
1832 Asset Management
36
1832 Asset Management
Ontario, Canada
$952K +$107K +15,447 +11%
DADC
37
D.A. Davidson & Co
Montana
$943K -$7.27K -1,048 -0.7%
Lido Advisors
38
Lido Advisors
California
$865K +$26.5K +3,821 +3%
Mariner
39
Mariner
Kansas
$836K -$34.2K -4,930 -4%
RCM
40
RB Capital Management
Nevada
$820K +$15.6K +2,250 +2%
KPWS
41
Kestra Private Wealth Services
Texas
$810K +$100K +14,466 +13%
NA
42
NewEdge Advisors
Louisiana
$787K +$81.9K +11,803 +10%
SWM
43
Stockman Wealth Management
Montana
$681K
MA
44
Mutual Advisors
Nebraska
$652K -$62 -9 -0%
WAM
45
WealthTrust Asset Management
Florida
$597K +$108K +15,601 +20%
BRWA
46
B. Riley Wealth Advisors
Florida
$595K -$48.4K -6,977 -7%
APA
47
Astoria Portfolio Advisors
New York
$581K +$7.32K +1,056 +1%
AWS
48
Atria Wealth Solutions
New York
$524K -$277K -39,956 -32%
IFWM
49
Institute for Wealth Management
Colorado
$508K +$21.8K +3,140 +4%
GA
50
Geller Advisors
New York
$428K