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Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$16K -$2.99K -439 -15%
AF
152
Advisornet Financial
Minnesota
$15.8K
US Bancorp
153
US Bancorp
Minnesota
$15.8K
AF
154
Allworth Financial
California
$14.8K +$15.1K +2,222 New
SAG
155
Spotlight Asset Group
Illinois
$13.7K +$347 +51 +3%
AWM
156
AllSquare Wealth Management
New York
$12.4K +$320 +47 +3%
RCM
157
Raleigh Capital Management
North Carolina
$12.2K
FDCDDQ
158
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.9K
FCA
159
FinTrust Capital Advisors
South Carolina
$9.79K
KFI
160
Key Financial Inc
Pennsylvania
$9.36K +$238 +35 +3%
PFA
161
Pathway Financial Advisers
Indiana
$8.5K
FFA
162
Farther Finance Advisors
California
$7.94K +$7.94K +1,167 New
VWM
163
Venturi Wealth Management
Texas
$7.52K +$197 +29 +3%
CA
164
Clearstead Advisors
Ohio
$6.99K +$6.99K +1,028 New
BWL
165
Bogart Wealth LLC
Virginia
$6.8K
GCM
166
Gables Capital Management
Florida
$6.71K
TJHA
167
Thomas J. Herzfeld Advisors
Florida
$4.94K +$360 +53 +8%
FUBT
168
First United Bank & Trust
Maryland
$4.26K
BWAM
169
Boyd Watterson Asset Management
Ohio
$3.4K
PA
170
Parallel Advisors
California
$3.29K
CAS
171
Coppell Advisory Solutions
Texas
$2.27K +$2.28K +335 New
HI
172
Harbour Investments
Wisconsin
$2.03K +$48 +7 +2%
TWP
173
Triad Wealth Partners
Kansas
$1.36K +$1.36K +200 New
S
174
SignatureFD
Georgia
$1.23K
CIAS
175
CBIZ Investment Advisory Services
Ohio
$415 -$7.71K -1,133 -95%