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Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$474K +$108K +17,668 +32%
APA
52
Astoria Portfolio Advisors
New York
$438K -$32.6K -5,331 -7%
EP
53
Eudaimonia Partners
Tennessee
$414K +$2.07K +339 +0.5%
SIC
54
Samalin Investment Counsel
New York
$412K +$67.8K +11,094 +21%
EC
55
Elequin Capital
New York
$404K +$316K +51,813 +489%
SCA
56
Sage Capital Advisors
South Dakota
$399K +$4.87K +797 +1%
JP Morgan Chase
57
JP Morgan Chase
New York
$396K +$374K +61,212 New
Invesco
58
Invesco
Georgia
$359K -$530K -86,728 -61%
QPW
59
Quantum Private Wealth
Florida
$354K -$122K -20,000 -27%
CA
60
CoreCap Advisors
Michigan
$332K +$314K +51,326 New
DI
61
DFPG Investments
Utah
$330K +$27.2K +4,450 +10%
AWM
62
AE Wealth Management
Kansas
$322K -$3.98K -651 -1%
Truist Financial
63
Truist Financial
North Carolina
$310K +$3.1K +507 +1%
NAS
64
NWF Advisory Services
California
$302K
MCA
65
MSH Capital Advisors
Arizona
$282K
BFEC
66
Benjamin F. Edwards & Company
Missouri
$274K -$12.8K -2,096 -5%
Creative Planning
67
Creative Planning
Kansas
$270K +$11.1K +1,818 +5%
QCIG
68
Quad-Cities Investment Group
Iowa
$237K +$2.28K +373 +1%
AWG
69
Altus Wealth Group
Colorado
$228K
RJT
70
Raymond James Trust
Florida
$225K
LWM
71
Laidlaw Wealth Management
New York
$220K +$99K +16,207 +91%
DJYG
72
David J. Yvars Group
Florida
$198K
EM
73
ELCO Management
New York
$198K
SDAM
74
Shulman DeMeo Asset Management
New York
$182K
SI
75
Stephens Inc
Arkansas
$177K +$3.6K +589 +2%