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Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
51
Measured Wealth Private Client Group
New Hampshire
$262K
EP
52
Eudaimonia Partners
Tennessee
$257K +$17.6K +2,843 +6%
CRC
53
Curi RMB Capital
Illinois
$254K
1CP
54
1607 Capital Partners
Virginia
$242K +$309K +50,000 New
M&T Bank
55
M&T Bank
New York
$227K -$12.3K -2,000 -4%
BFEC
56
Benjamin F. Edwards & Company
Missouri
$218K +$15.4K +2,487 +6%
EM
57
ELCO Management
New York
$188K -$8.03K -1,300 -3%
RJT
58
Raymond James Trust
Florida
$188K
Citadel Advisors
59
Citadel Advisors
Florida
$186K +$237K +38,435 New
PFS
60
Prospera Financial Services
Texas
$184K +$235K +38,000 New
HR
61
Hayden Royal
North Carolina
$164K -$47.9K -7,764 -19%
AA
62
Ancora Advisors
Ohio
$148K -$16.1K -2,605 -8%
BSW
63
Buckingham Strategic Wealth
Missouri
$140K -$76.3K -12,353 -30%
Bank of New York Mellon
64
Bank of New York Mellon
New York
$139K +$8.32K +1,347 +5%
NWP
65
Northstar Wealth Partners
Connecticut
$138K +$176K +28,576 New
Creative Planning
66
Creative Planning
Kansas
$130K -$84K -13,601 -34%
Goldman Sachs
67
Goldman Sachs
New York
$130K +$166K +26,872 New
CGA
68
Crescent Grove Advisors
Illinois
$118K +$151K +24,403 New
Jane Street
69
Jane Street
New York
$116K +$55K +8,907 +59%
PCP
70
Proficio Capital Partners
Massachusetts
$116K +$144K +23,357 New
MAFM
71
Mid Atlantic Financial Management
Pennsylvania
$113K +$22.8K +3,700 +19%
VWM
72
Vigilare Wealth Management
Arizona
$107K +$12.3K +2,000 +10%
CCP
73
Clough Capital Partners
Massachusetts
$106K +$135K +21,842 New
TWA
74
TCI Wealth Advisors
Arizona
$96K +$70.6K +11,428 +136%
WB
75
Webster Bank
Connecticut
$94K