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Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WP
126
WealthShield Partners
North Carolina
$110K -$67.3K -10,342 -39%
WB
127
Webster Bank
Connecticut
$108K
CPRC
128
Consolidated Portfolio Review Corp
New York
$105K -$11.5K -1,771 -10%
KFA
129
Kapstone Financial Advisors
Ohio
$103K +$98.2K +15,091 New
PWA
130
Primoris Wealth Advisors
Florida
$103K -$22.6K -3,469 -19%
GLLW
131
Graves Light Lenhart Wealth
Virginia
$102K
KIM
132
Kane Investment Management
California
$101K -$54K -8,307 -36%
GSWM
133
Golden State Wealth Management
California
$98.7K +$2.06K +316 +2%
FFA
134
Farther Finance Advisors
California
$97.2K +$11.8K +1,812 +15%
MAG
135
MRA Advisory Group
New Jersey
$95.5K +$1.98K +304 +2%
MA
136
Mutual Advisors
Nebraska
$92.5K
SDAM
137
Shulman DeMeo Asset Management
New York
$90.9K
MSAM
138
Moloney Securities Asset Management
Missouri
$89.3K +$1.87K +287 +2%
VFA
139
Valeo Financial Advisors
Indiana
$88.9K +$84.9K +13,050 New
FA
140
Fiduciary Alliance
South Carolina
$88.1K -$14.7K -2,264 -15%
WI
141
Westbourne Investments
Virginia
$87.2K +$83.3K +12,800 New
EWA
142
EverSource Wealth Advisors
Alabama
$81.7K +$13K +2,000 +20%
SOS
143
Silver Oak Securities
Tennessee
$80K +$1.65K +254 +2%
FWM
144
FMB Wealth Management
California
$79.8K
CIBC Private Wealth Group
145
CIBC Private Wealth Group
Georgia
$77.1K
SWM
146
Silverlake Wealth Management
Vermont
$75.4K
ATPW
147
Ashton Thomas Private Wealth
Arizona
$74.7K +$546 +84 +0.8%
MWM
148
Meridian Wealth Management
Kentucky
$73.9K
HSA
149
HBK Sorce Advisory
Pennsylvania
$73.9K +$70.6K +10,850 New
MFG
150
Merit Financial Group
Georgia
$73K +$69.7K +10,713 New