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Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
126
Advisory Services Network
Georgia
$33.9K +$1.25K +203 +4%
BAM
127
Belpointe Asset Management
Nevada
$33.2K -$921 -150 -3%
BWA
128
BDO Wealth Advisors
Florida
$31K
TWM
129
Tradition Wealth Management
Minnesota
$31K
CB
130
Community Bank
New York
$29.8K
BWM
131
BerganKDV Wealth Management
Minnesota
$24.9K -$24.6K -3,997 -50%
CT
132
Caldwell Trust
Florida
$24.4K
PTC
133
Private Trust Company
Ohio
$23.5K +$651 +106 +3%
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$23K +$3.72K +605 +19%
SHIM
135
Stone House Investment Management
Pennsylvania
$21.5K +$21.3K +3,468 New
IA
136
IFP Advisors
Florida
$21.3K +$8.85K +1,440 +77%
JWA
137
JFS Wealth Advisors
Pennsylvania
$19K +$903 +147 +5%
HI
138
Hoey Investments
Pennsylvania
$18.9K
SIS
139
Sound Income Strategies
Florida
$18.2K
KFI
140
Key Financial Inc
Pennsylvania
$14.4K +$670 +109 +5%
TF
141
Tompkins Financial
New York
$13K
HNB
142
Huntington National Bank
Ohio
$12.4K
AA
143
AlphaMark Advisors
Kentucky
$11K +$3.96K +644 +56%
AWM
144
AllSquare Wealth Management
New York
$9.99K +$467 +76 +5%
FDCDDQ
145
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.92K
RCM
146
Raleigh Capital Management
North Carolina
$9.92K
HPC
147
HM Payson & Co
Maine
$9.49K +$9.4K +1,530 New
AF
148
Advisornet Financial
Minnesota
$8.6K
PFA
149
Pathway Financial Advisers
Indiana
$7.91K -$6.16K -1,002 -44%
WWP
150
WR Wealth Planners
Missouri
$7.24K +$7.17K +1,167 New