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Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Concurrent Investment Advisors
Florida
$553K +$111K +16,125 +24%
Creative Planning
52
Creative Planning
Kansas
$544K +$99.2K +14,363 +21%
PS
53
Principal Securities
Iowa
$542K
HWMO
54
Heritage Wealth Management (Ohio)
Ohio
$542K -$7.72K -1,118 -1%
AWS
55
Atria Wealth Solutions
New York
$539K -$71.3K -10,326 -11%
IFWM
56
Institute for Wealth Management
Colorado
$515K -$926 -134 -0.2%
PI
57
PFG Investments
New York
$488K +$27.6K +4,000 +6%
SG
58
StoneX Group
New York
$482K -$64.7K -9,362 -11%
MWM
59
Mindset Wealth Management
Indiana
$479K +$505K +73,110 New
MA
60
Mezzasalma Advisors
New Jersey
$473K +$22.8K +3,303 +5%
HF
61
HRT Financial
New York
$398K +$420K +60,846 New
IWM
62
IHT Wealth Management
Illinois
$381K +$144K +20,822 +56%
NAS
63
NWF Advisory Services
California
$353K +$373K +53,963 New
MP
64
McDonald Partners
Ohio
$344K +$17.3K +2,510 +5%
SCA
65
Sage Capital Advisors
South Dakota
$343K -$28.3K -4,097 -7%
JIP
66
Jaffetilchin Investment Partners
Florida
$342K +$79.9K +11,569 +28%
AWM
67
Avior Wealth Management
Nebraska
$299K -$41.4K -6,000 -12%
IA
68
Integrity Alliance
Iowa
$294K +$310K +44,943 New
RAM
69
Readystate Asset Management
Illinois
$288K +$303K +43,934 New
BEI
70
Benjamin Edwards Inc
Missouri
$280K +$3.26K +472 +1%
MCA
71
MSH Capital Advisors
Arizona
$280K +$3.45K +500 +1%
AC
72
AlphaCore Capital
California
$277K +$292K +42,222 New
WAM
73
Wolverine Asset Management
Illinois
$264K +$279K +40,346 New
ARC
74
Advisor Resource Council
Texas
$251K +$265K +38,302 New
QPW
75
Quantum Private Wealth
Florida
$240K