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Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
51
Samalin Investment Counsel
New York
$611K +$1.14K +167 +0.2%
WAM
52
WealthTrust Asset Management
Florida
$597K +$54.3K +7,991 +10%
HWMO
53
Heritage Wealth Management (Ohio)
Ohio
$582K +$574K +84,461 New
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$564K +$564K +82,995 New
ASFA
55
All Season Financial Advisors
Colorado
$559K -$35.7K -5,246 -6%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$509K +$292K +42,866 +134%
WAM
57
Wolverine Asset Management
Illinois
$498K +$498K +73,242 New
Creative Planning
58
Creative Planning
Kansas
$491K +$20K +2,940 +4%
IFWM
59
Institute for Wealth Management
Colorado
$476K +$843 +124 +0.2%
CIA
60
Concurrent Investment Advisors
Florida
$444K +$116K +17,100 +35%
SCA
61
Sage Capital Advisors
South Dakota
$434K +$38K +5,593 +10%
LCM
62
Landscape Capital Management
New Jersey
$432K -$46.2K -6,791 -10%
AWM
63
Avior Wealth Management
Nebraska
$419K -$286K -42,000 -41%
PI
64
PFG Investments
New York
$415K +$282K +41,479 +213%
JWCA
65
J.W. Cole Advisors
Florida
$366K +$201K +29,569 +122%
NAS
66
NWF Advisory Services
California
$342K +$8.75K +1,286 +3%
QPW
67
Quantum Private Wealth
Florida
$318K -$54.4K -8,000 -15%
LAM
68
LifePro Asset Management
California
$298K
RJT
69
Raymond James Trust
Florida
$292K
BFEC
70
Benjamin F. Edwards & Company
Missouri
$286K +$1.61K +237 +0.6%
MCA
71
MSH Capital Advisors
Arizona
$282K
AWG
72
Altus Wealth Group
Colorado
$236K -$3.77K -554 -2%
Comerica Bank
73
Comerica Bank
Texas
$229K +$1.6K +235 +0.7%
QCIG
74
Quad-Cities Investment Group
Iowa
$226K -$21.1K -3,096 -9%
SWP
75
Stratos Wealth Partners
Ohio
$216K +$2.35K +346 +1%