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Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
76
Stratos Wealth Partners
Ohio
$144K -$40.4K -6,257 -19%
SFS
77
Shaker Financial Services
Virginia
$144K +$168K +26,000 New
RVPG
78
Relative Value Partners Group
$142K -$35.9K -5,563 -18%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$140K -$1.82K -282 -1%
KWM
80
Kingsview Wealth Management
Oregon
$140K +$1.11K +172 +0.7%
PWA
81
Primoris Wealth Advisors
Florida
$136K -$6.29K -974 -4%
IGWM
82
ICA Group Wealth Management
Colorado
$131K +$3.67K +568 +2%
OC
83
Oppenheimer & Co
New York
$126K +$147K +22,790 New
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$117K -$1.36K -210 -1%
CA
85
CSM Advisors
Pennsylvania
$109K +$1.13K +175 +0.9%
LWM
86
Laidlaw Wealth Management
New York
$104K -$55.6K -8,604 -31%
LIG
87
Lokken Investment Group
Delaware
$104K +$6 +1 +0%
AAS
88
Avantax Advisory Services
Texas
$103K +$17.3K +2,686 +17%
AWM
89
Apollon Wealth Management
South Carolina
$100K +$117K +18,132 New
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$100K +$117K +18,165 New
WIM
91
WealthPlan Investment Management
Nebraska
$99K +$104K +16,163 New
IAIM
92
International Assets Investment Management
Florida
$97K +$1.29K +200 +1%
SWA
93
Sax Wealth Advisors
New Jersey
$93K
OBWG
94
Onyx Bridge Wealth Group
New York
$91K -$13.4K -2,071 -11%
HighTower Advisors
95
HighTower Advisors
Illinois
$91K +$549 +85 +0.5%
SWM
96
SeaCrest Wealth Management
New York
$91K +$6.46K +1,000 +6%
CSPIA
97
Cary Street Partners Investment Advisory
Virginia
$89K
BCMLT
98
Beacon Capital Management LLC (Tennessee)
Tennessee
$89K +$2.52K +390 +3%
ACM
99
AlphaStar Capital Management
North Carolina
$87K
WB
100
Webster Bank
Connecticut
$86K