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Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TJHA
126
Thomas J. Herzfeld Advisors
Florida
$33K +$930 +144 +2%
BWA
127
BDO Wealth Advisors
Florida
$28K
TWM
128
Tradition Wealth Management
Minnesota
$28K +$5.28K +818 +20%
CB
129
Community Bank
New York
$26K
WB
130
West Bancorporation
Iowa
$22K
CT
131
Caldwell Trust
Florida
$21.8K
PTC
132
Private Trust Company
Ohio
$20K +$323 +50 +1%
IA
133
IFP Advisors
Florida
$19K +$11.8K +1,823 +178%
AF
134
Allworth Financial
California
$18K +$510 +79 +2%
HI
135
Hoey Investments
Pennsylvania
$17K
SIS
136
Sound Income Strategies
Florida
$16K
JWA
137
JFS Wealth Advisors
Pennsylvania
$16K +$4.97K +770 +36%
TF
138
Tompkins Financial
New York
$12K
First Manhattan
139
First Manhattan
New York
$12K +$355 +55 +2%
KFI
140
Key Financial Inc
Pennsylvania
$12K +$7.65K +1,184 +115%
RCM
141
Raleigh Capital Management
North Carolina
$9K +$969 +150 +10%
EC
142
EdgeRock Capital
Colorado
$9K +$10.7K +1,653 New
FDCDDQ
143
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.85K
AWM
144
AllSquare Wealth Management
New York
$8K -$12.9K -1,992 -56%
AF
145
Advisornet Financial
Minnesota
$8K
S
146
SignatureFD
Georgia
$7K +$8.27K +1,280 New
TRCT
147
Tower Research Capital (TRC)
New York
$4K +$3.25K +503 +172%
BCWM
148
Bartlett & Co Wealth Management
Ohio
$3.09K
BBPWM
149
Blue Bell Private Wealth Management
Pennsylvania
$3K -$37.7K -5,837 -92%
BC
150
Bartlett & Co
Ohio
$3K