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Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
76
Clear Creek Financial Management
Washington
$627K -$31.4K -5,050 -5%
SWM
77
Stockman Wealth Management
Montana
$625K
AA
78
Advisory Advocates
Michigan
$612K +$607K +97,528 New
IFWM
79
Institute for Wealth Management
Colorado
$556K -$2.55K -410 -0.5%
AAM
80
Advisors Asset Management
Colorado
$541K -$126K -20,158 -19%
SG
81
StoneX Group
New York
$533K +$112K +17,970 +28%
AF
82
Allworth Financial
California
$491K -$21.6K -3,472 -4%
CPWL
83
Coquina Private Wealth LLC
Florida
$486K +$482K +77,392 New
P
84
&Partners
Tennessee
$485K +$337K +54,112 +234%
MA
85
Mezzasalma Advisors
New Jersey
$482K +$7.13K +1,145 +2%
Creative Planning
86
Creative Planning
Kansas
$474K +$39.4K +6,324 +9%
PG
87
Patten Group
Tennessee
$439K -$245K -39,311 -36%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$405K +$77K +12,370 +24%
TCM
89
Triumph Capital Management
Colorado
$398K -$388K -62,311 -50%
PFS
90
Prospera Financial Services
Texas
$387K +$225K +36,140 +142%
IWM
91
IHT Wealth Management
Illinois
$368K +$18.6K +2,993 +5%
HWMO
92
Heritage Wealth Management (Ohio)
Ohio
$362K -$10.7K -1,725 -3%
MP
93
McDonald Partners
Ohio
$346K -$6 -1 -0%
KA
94
Kovack Advisors
Florida
$319K +$316K +50,788 New
HAG
95
HighPoint Advisor Group
Illinois
$311K +$308K +49,479 New
SCA
96
Sage Capital Advisors
South Dakota
$301K +$1.96K +314 +0.7%
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
$297K +$42.6K +6,845 +17%
SW
98
Simplicity Wealth
New Jersey
$288K +$285K +45,817 New
MCA
99
MSH Capital Advisors
Arizona
$282K +$4.3K +690 +2%
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$275K +$225K +36,112 +470%