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Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
CSM Advisors
Pennsylvania
$166K +$154K +18,400 New
OBWG
77
Onyx Bridge Wealth Group
New York
$160K -$2.94K -350 -2%
KAS
78
Kestra Advisory Services
Texas
$156K +$11.1K +1,328 +8%
AF
79
Advisornet Financial
Minnesota
$155K
GSEP
80
Golden State Equity Partners
California
$155K +$144K +17,197 New
BTWM
81
Baker Tilly Wealth Management
Wisconsin
$152K
SWA
82
Sax Wealth Advisors
New Jersey
$152K
CWM
83
Cornerstone Wealth Management
Missouri
$147K +$7.72K +920 +6%
IAIM
84
International Assets Investment Management
Florida
$143K -$116K -13,834 -47%
WB
85
Webster Bank
Connecticut
$140K -$10K -1,192 -7%
HR
86
Hayden Royal
North Carolina
$137K +$873 +104 +0.7%
GLLW
87
Graves Light Lenhart Wealth
Virginia
$136K
TWA
88
TCI Wealth Advisors
Arizona
$136K +$126K +15,000 New
CW
89
CreativeOne Wealth
Kansas
$135K +$2.48K +295 +2%
SFG
90
SageGuard Financial Group
Tennessee
$135K +$5.51K +656 +5%
SI
91
Stephens Inc
Arkansas
$134K +$125K +14,848 New
TC
92
TownSquare Capital
Utah
$132K -$579 -69 -0.5%
SPIA
93
Steward Partners Investment Advisory
New York
$131K -$12.7K -1,513 -9%
TSS
94
Two Sigma Securities
New York
$131K +$122K +14,499 New
MIAN
95
Mariner Independent Advisor Network
Kansas
$127K +$118K +14,049 New
SAM
96
SignalPoint Asset Management
Missouri
$124K -$8 -1 -0%
RPG
97
Resource Planning Group
Georgia
$120K +$111K +13,266 New
XWM
98
Xcel Wealth Management
Florida
$119K +$110K +13,111 New
LNC
99
Lincoln National Corp
Pennsylvania
$116K +$107K +12,799 New
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$114K +$2.61K +311 +3%