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Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
76
Golden State Equity Partners
California
$165K +$153K +23,902 New
KWM
77
Kingsview Wealth Management
Oregon
$155K +$75.5K +11,764 +110%
MA
78
Mutual Advisors
Nebraska
$147K +$5.01K +780 +4%
CBA
79
Coastal Bridge Advisors
Connecticut
$145K
AMC
80
Asset Management Corp
Illinois
$140K +$126K +19,631 New
AF
81
Advisornet Financial
Minnesota
$132K +$3.21K +500 +3%
SPIA
82
Steward Partners Investment Advisory
New York
$132K +$61K +9,506 +99%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$131K +$122K +18,966 New
LIG
84
Lokken Investment Group
Delaware
$130K +$121K +18,898 New
OBWG
85
Onyx Bridge Wealth Group
New York
$126K +$117K +18,302 New
MAFM
86
Mid Atlantic Financial Management
Pennsylvania
$123K -$11.6K -1,800 -9%
SWA
87
Sax Wealth Advisors
New Jersey
$116K +$108K +16,760 New
BTWM
88
Baker Tilly Wealth Management
Wisconsin
$116K +$108K +16,830 New
WB
89
Webster Bank
Connecticut
$115K
AWM
90
Apollon Wealth Management
South Carolina
$109K +$101K +15,750 New
CWM
91
Cornerstone Wealth Management
Missouri
$106K
GLLW
92
Graves Light Lenhart Wealth
Virginia
$104K
SAM
93
SignalPoint Asset Management
Missouri
$100K
WP
94
WealthShield Partners
North Carolina
$99K
IAIM
95
International Assets Investment Management
Florida
$99K +$4.46K +694 +5%
SFG
96
SageGuard Financial Group
Tennessee
$98K +$91.4K +14,242 New
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$90K -$4.29K -669 -5%
Luther King Capital Management (LKCM)
98
Luther King Capital Management (LKCM)
Texas
$87K
KAS
99
Kestra Advisory Services
Texas
$84K -$359 -56 -0.5%
BWM
100
BerganKDV Wealth Management
Minnesota
$83K