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Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
26
Bickling Financial Services
Massachusetts
$1.47M +$43.3K +6,698 +3%
UBS Group
27
UBS Group
Switzerland
$1.21M +$177K +27,480 +14%
IFG
28
Independent Financial Group
California
$1.13M +$242K +37,527 +23%
RIM
29
Regent Investment Management
Kentucky
$1.06M +$6.46K +1,000 +0.5%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$1.06M +$27.5K +4,256 +2%
WS
31
Wedbush Securities
California
$899K +$46.3K +7,175 +5%
LOPW
32
Live Oak Private Wealth
North Carolina
$877K
DADC
33
D.A. Davidson & Co
Montana
$847K +$19.7K +3,052 +2%
1832 Asset Management
34
1832 Asset Management
Ontario, Canada
$838K
AWM
35
AE Wealth Management
Kansas
$833K -$61.6K -9,540 -6%
Invesco
36
Invesco
Georgia
$831K -$71K -10,989 -7%
Lido Advisors
37
Lido Advisors
California
$780K +$21.9K +3,386 +2%
KPWS
38
Kestra Private Wealth Services
Texas
$758K +$52.7K +8,165 +6%
RCM
39
RB Capital Management
Nevada
$737K +$9.45K +1,463 +1%
NA
40
NewEdge Advisors
Louisiana
$722K +$34.5K +5,350 +4%
BCM
41
Bluefin Capital Management
New York
$678K +$703K +108,792 +791%
Mariner
42
Mariner
Kansas
$660K -$89.7K -13,891 -10%
WAM
43
WealthTrust Asset Management
Florida
$647K +$141K +21,877 +23%
AWS
44
Atria Wealth Solutions
New York
$619K +$184K +28,483 +34%
SWM
45
Stockman Wealth Management
Montana
$600K
QPW
46
Quantum Private Wealth
Florida
$553K +$646K +100,000 New
APA
47
Astoria Portfolio Advisors
New York
$547K +$41.2K +6,383 +7%
BRWA
48
B. Riley Wealth Advisors
Florida
$542K +$21.5K +3,331 +4%
MA
49
Mutual Advisors
Nebraska
$536K -$44.6K -6,900 -7%
IFWM
50
Institute for Wealth Management
Colorado
$429K -$21.3K -3,300 -4%