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Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
ARC
76
Advisor Resource Council
Texas
$175K +$193K +27,851 New
LWM
77
Laidlaw Wealth Management
New York
$172K -$78.3K -11,288 -29%
KA
78
Kovack Advisors
Florida
$164K +$34.2K +4,927 +23%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$161K +$4.88K +704 +3%
KWM
80
Kingsview Wealth Management
Oregon
$158K +$7.48K +1,079 +4%
IGWM
81
ICA Group Wealth Management
Colorado
$157K +$4.45K +642 +3%
FCMA
82
Foresight Capital Management Advisors
Michigan
$156K +$172K +24,837 New
PWA
83
Primoris Wealth Advisors
Florida
$155K +$208 +30 +0.1%
LNWWM
84
Laird Norton Wetherby Wealth Management
California
$140K +$77.1K +11,120 +100%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$135K +$23.5K +3,385 +19%
AAS
86
Ameritas Advisory Services
Nebraska
$127K
OBWG
87
Onyx Bridge Wealth Group
New York
$122K -$33.3K -4,808 -21%
CA
88
CSM Advisors
Pennsylvania
$122K +$4.1K +591 +3%
LIG
89
Lokken Investment Group
Delaware
$119K +$7 +1 +0%
SWM
90
Spire Wealth Management
Virginia
$114K -$189K -27,200 -60%
BCMLT
91
Beacon Capital Management LLC (Tennessee)
Tennessee
$112K
IAIM
92
International Assets Investment Management
Florida
$109K -$4.95K -713 -4%
SWM
93
Silverlake Wealth Management
Vermont
$109K +$652 +94 +0.5%
SWA
94
Sax Wealth Advisors
New Jersey
$105K
HWM
95
HB Wealth Management
Georgia
$103K +$11.8K +1,708 +12%
HighTower Advisors
96
HighTower Advisors
Illinois
$102K +$11.7K +1,681 +12%
CSPIA
97
Cary Street Partners Investment Advisory
Virginia
$101K +$112K +16,125 New
AAS
98
Avantax Advisory Services
Texas
$100K +$34K +4,901 +45%
ACM
99
AlphaStar Capital Management
North Carolina
$98K
WB
100
Webster Bank
Connecticut
$98K