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Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CRC
51
Curi RMB Capital
Illinois
$317K +$16.2K +3,000 +6%
DA
52
Doliver Advisors
Texas
$317K +$300K +55,502 New
SWP
53
Stratos Wealth Partners
Ohio
$316K +$3.99K +738 +1%
MWPCG
54
Measured Wealth Private Client Group
New Hampshire
$310K
EP
55
Eudaimonia Partners
Tennessee
$303K +$16 +3 +0%
RVPG
56
Relative Value Partners Group
$301K -$233K -43,082 -45%
1CP
57
1607 Capital Partners
Virginia
$286K
BFEC
58
Benjamin F. Edwards & Company
Missouri
$268K +$9.17K +1,697 +4%
PFS
59
Prospera Financial Services
Texas
$266K +$45.7K +8,455 +22%
CAS
60
Cascadia Advisory Services
Oregon
$264K +$249K +46,105 New
M&T Bank
61
M&T Bank
New York
$255K -$12.4K -2,300 -5%
RJT
62
Raymond James Trust
Florida
$228K +$5.41K +1,000 +3%
EM
63
ELCO Management
New York
$222K
SFSG
64
Stearns Financial Services Group
North Carolina
$190K +$180K +33,268 New
IFG
65
Independent Financial Group
California
$182K +$85.2K +15,770 +99%
NWP
66
Northstar Wealth Partners
Connecticut
$167K +$4.04K +747 +3%
AA
67
Ancora Advisors
Ohio
$166K -$8.11K -1,500 -5%
BSW
68
Buckingham Strategic Wealth
Missouri
$165K
MAFM
69
Mid Atlantic Financial Management
Pennsylvania
$155K +$20.5K +3,800 +16%
Creative Planning
70
Creative Planning
Kansas
$154K +$627 +116 +0.4%
NFG
71
Next Financial Group
Texas
$141K -$321K -59,319 -71%
PCP
72
Proficio Capital Partners
Massachusetts
$136K +$1.82K +337 +1%
MA
73
Mutual Advisors
Nebraska
$118K +$6.35K +1,174 +6%
CBA
74
Coastal Bridge Advisors
Connecticut
$117K +$111K +20,523 New
VWM
75
Vigilare Wealth Management
Arizona
$116K -$10.8K -2,000 -9%