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Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NLWP
126
Next Level Wealth Planning
Idaho
$142K
CCP
127
Cushing Capital Partners
Wisconsin
$138K
CAM
128
Concorde Asset Management
Michigan
$133K -$8.65K -1,390 -6%
IA
129
Integrity Alliance
Iowa
$129K -$4.86K -780 -4%
FFA
130
Farther Finance Advisors
California
$126K -$11.5K -1,854 -8%
KFA
131
Kapstone Financial Advisors
Ohio
$126K +$9.34K +1,500 +8%
VIPI
132
Vista Investment Partners II
Indiana
$125K
CA
133
CoreCap Advisors
Michigan
$123K +$6 +1 +0%
WAP
134
Wealthcare Advisory Partners
Pennsylvania
$123K -$6.87K -1,103 -5%
ISL
135
Ingalls & Snyder LLC
New York
$122K
US Bancorp
136
US Bancorp
Minnesota
$118K
SAM
137
Smith Asset Management
Florida
$117K
MWM
138
Manske Wealth Management
Texas
$116K
AA
139
Ancora Advisors
Ohio
$116K
BCMLT
140
Beacon Capital Management LLC (Tennessee)
Tennessee
$114K
UCB
141
United Community Bank
South Carolina
$113K
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$111K
RA
143
RFG Advisory
Alabama
$106K -$19.1K -3,073 -15%
C
144
Certuity
Florida
$106K
AWE
145
Avidian Wealth Enterprises
Texas
$105K
SWA
146
Sax Wealth Advisors
New Jersey
$105K
QPW
147
Quantum Private Wealth
Florida
$105K -$62.3K -10,000 -37%
WP
148
WealthShield Partners
North Carolina
$103K
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$101K -$112 -18 -0.1%
HWMG
150
Harbour Wealth Management Group
South Carolina
$101K +$99.8K +16,035 New