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Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AA
76
Ancora Advisors
Ohio
$248K +$31.3K +4,066 +15%
MWM
77
Meridian Wealth Management
Kentucky
$217K +$123K +15,970 +147%
QCIG
78
Quad-Cities Investment Group
Iowa
$215K +$10.6K +1,371 +5%
RBFC
79
Roman Butler Fullerton & Co
Missouri
$213K
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$201K -$46.3K -6,016 -19%
PWA
81
Primoris Wealth Advisors
Florida
$201K +$30.1K +3,905 +19%
LFAS
82
Level Four Advisory Services
Texas
$199K +$5.03K +653 +3%
KWM
83
Kingsview Wealth Management
Oregon
$195K +$5.4K +702 +3%
Stifel Financial
84
Stifel Financial
Missouri
$183K +$51.2K +6,658 +42%
KA
85
Kovack Advisors
Florida
$170K +$163K +21,120 New
OBWG
86
Onyx Bridge Wealth Group
New York
$165K +$616 +80 +0.3%
AAS
87
Ameritas Advisory Services
Nebraska
$164K
IGWM
88
ICA Group Wealth Management
Colorado
$156K +$173K +22,481 New
Citadel Advisors
89
Citadel Advisors
Florida
$155K +$148K +19,244 New
CA
90
CSM Advisors
Pennsylvania
$153K +$3.74K +486 +3%
WP
91
WealthPLAN Partners
Nebraska
$148K -$100K -13,036 -38%
WIM
92
WealthPlan Investment Management
Nebraska
$148K +$162K +21,038 New
IAIM
93
International Assets Investment Management
Florida
$147K +$1.06K +138 +0.8%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$146K +$21.5K +2,796 +18%
SWM
95
Silverlake Wealth Management
Vermont
$139K -$3.52K -457 -3%
BTWM
96
Baker Tilly Wealth Management
Wisconsin
$136K
SWA
97
Sax Wealth Advisors
New Jersey
$135K
PFS
98
Prospera Financial Services
Texas
$134K +$128K +16,590 New
LIG
99
Lokken Investment Group
Delaware
$133K +$15 +2 +0%
ACM
100
AlphaStar Capital Management
North Carolina
$127K -$5.83K -758 -5%