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Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
76
Next Financial Group
Texas
$161K -$56.5K -7,740 -27%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$155K +$70.1K +9,600 +90%
SWM
78
Spire Wealth Management
Virginia
$147K +$265K +36,250 New
LIG
79
Lokken Investment Group
Delaware
$144K +$22 +3 +0%
OBWG
80
Onyx Bridge Wealth Group
New York
$140K
AF
81
Advisornet Financial
Minnesota
$130K -$14.6K -2,000 -10%
MA
82
Mutual Advisors
Nebraska
$129K -$32.1K -4,399 -21%
BTWM
83
Baker Tilly Wealth Management
Wisconsin
$128K
SWA
84
Sax Wealth Advisors
New Jersey
$128K
WB
85
Webster Bank
Connecticut
$128K
MAFM
86
Mid Atlantic Financial Management
Pennsylvania
$122K -$13.1K -1,800 -10%
KAS
87
Kestra Advisory Services
Texas
$122K +$27.2K +3,718 +30%
SPIA
88
Steward Partners Investment Advisory
New York
$122K -$22.5K -3,087 -16%
CWM
89
Cornerstone Wealth Management
Missouri
$117K
GLLW
90
Graves Light Lenhart Wealth
Virginia
$114K
TC
91
TownSquare Capital
Utah
$114K +$109K +14,929 New
HR
92
Hayden Royal
North Carolina
$114K +$110K +15,001 New
CW
93
CreativeOne Wealth
Kansas
$112K +$107K +14,689 New
SFG
94
SageGuard Financial Group
Tennessee
$108K
KM
95
Kalos Management
Georgia
$107K +$98.2K +13,450 New
SAM
96
SignalPoint Asset Management
Missouri
$105K -$5.68K -778 -5%
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$94K +$37.2K +5,089 +71%
BWM
98
BerganKDV Wealth Management
Minnesota
$92K
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$88K -$11.6K -1,583 -12%
BW
100
Bison Wealth
Georgia
$87K