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Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MG
126
Marex Group
$90.3K +$93.4K +13,000 New
CA
127
Cornerstone Advisors
North Carolina
$87.6K -$1.55M -215,244 -94%
AG
128
AmeriFlex Group
Nevada
$86.4K +$87.2K +12,134 New
ATPW
129
Ashton Thomas Private Wealth
Arizona
$86.3K -$25.6K -3,557 -23%
MSAM
130
Moloney Securities Asset Management
Missouri
$84.9K
MIC
131
Meridian Investment Counsel
California
$82.7K +$85.5K +11,895 New
AWM
132
Apollon Wealth Management
South Carolina
$82.5K +$85.3K +11,869 New
ACI
133
Alpha Cubed Investments
California
$80.4K
CIBC Private Wealth Group
134
CIBC Private Wealth Group
Georgia
$79.7K
SWM
135
Silverlake Wealth Management
Vermont
$77K
SAM
136
SignalPoint Asset Management
Missouri
$75.7K
MWM
137
Meridian Wealth Management
Kentucky
$75.4K
CAM
138
Concorde Asset Management
Michigan
$72.6K -$6.83K -950 -8%
Cerity Partners
139
Cerity Partners
New York
$72.1K +$74.5K +10,367 New
IWC
140
Integrated Wealth Concepts
Massachusetts
$71.6K -$7.1K -988 -9%
IAA
141
Independent Advisor Alliance
North Carolina
$70K +$72.4K +10,073 New
EWA
142
EverSource Wealth Advisors
Alabama
$69.5K +$7.19K +1,000 +11%
BBHC
143
Brown Brothers Harriman & Co
New York
$64.7K +$66.9K +9,304 New
HBW
144
Hazlett, Burt & Watson
West Virginia
$53K
CBT
145
Crews Bank & Trust
Florida
$49.6K +$51.3K +7,142 New
NWM
146
Nova Wealth Management
Florida
$44.2K +$45.7K +6,363 New
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$42.7K
T
148
Transce3nd
Texas
$29.7K +$30.7K +4,277 New
WSFS
149
Wilmington Savings Fund Society
Delaware
$27.8K
WA
150
WPG Advisers
Maryland
$25.4K +$26.3K +3,653 New