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Liberty All-Star Equity Fund
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Laird Norton Wetherby Wealth Management
San Francisco,
California
| – | -$80K | -11,598 | Closed |
|
|
RIA
152
Regal Investment Advisors
Kentwood,
Michigan
| – | -$69K | -10,022 | Closed |
|
153
Clearstead Advisors
Cleveland,
Ohio
| – | -$35K | -5,000 | Closed |
|
|
TPWA
154
TRUE Private Wealth Advisors
Salem,
Oregon
| – | -$16K | -2,321 | Closed |
|
|
DWP
155
Destiny Wealth Partners
Tavares,
Florida
| – | -$6K | -902 | Closed |
|
|
OIM
156
Oder Investment Management
Woodland Hills,
California
| – | -$5K | -683 | Closed |
|
157
Global Retirement Partners
San Rafael,
California
| – | -$628 | -86 | -98% |
|
158
US Bancorp
Minneapolis,
Minnesota
| – | +$270 | +37 | New |
|