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Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
76
Concourse Financial Group Securities
Alabama
$100K +$9.85K +1,648 +11%
Lido Advisors
77
Lido Advisors
California
$99K -$8.96K -1,500 -8%
BWA
78
Beam Wealth Advisors
Louisiana
$95K -$22K -3,678 -19%
HR
79
Hayden Royal
North Carolina
$94K +$94.2K +15,762 New
CWM
80
Cornerstone Wealth Management
Missouri
$92K
GLLW
81
Graves Light Lenhart Wealth
Virginia
$90K
SAM
82
SignalPoint Asset Management
Missouri
$87K +$86.9K +14,547 New
WP
83
WealthShield Partners
North Carolina
$86K +$85.9K +14,368 New
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$83K +$82.3K +13,772 New
IAIM
85
International Assets Investment Management
Florida
$82K +$2.12K +354 +3%
LCM
86
Landscape Capital Management
New Jersey
$80K -$620K -103,784 -89%
KAS
87
Kestra Advisory Services
Texas
$74K +$73.4K +12,282 New
BWM
88
BerganKDV Wealth Management
Minnesota
$72K
BW
89
Bison Wealth
Georgia
$69K
DHFB
90
Dixon Hubard Feinour & Brown
Virginia
$67K
RFN
91
RDA Financial Network
Iowa
$66K -$23.9K -4,000 -27%
KWM
92
Kingsview Wealth Management
Oregon
$64K +$63.9K +10,698 New
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$64K +$64K +10,717 New
BCA
94
Bay Colony Advisors
Massachusetts
$61K +$131 +22 +0.2%
WB
95
West Bancorporation
Iowa
$60K
SPIA
96
Steward Partners Investment Advisory
New York
$57K -$14.6K -2,445 -20%
GSWM
97
Golden State Wealth Management
California
$54K +$53.9K +9,016 New
LWS
98
Lucia Wealth Services
California
$52K
RG
99
Retirement Group
California
$50K +$49.3K +8,250 New
CB
100
Community Bank
New York
$43K