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Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GA
151
GoalVest Advisory
New York
$25K – – –
HI
152
Hoey Investments
Pennsylvania
$21.2K – – –
Allworth Financial
153
Allworth Financial
California
$20.4K +$3.95K +549 +25%
HNB
154
Hilltop National Bank
Wyoming
$19.9K – – –
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
HWA
156
HHM Wealth Advisors
Tennessee
$16.7K – – –
CB
157
Community Bank
New York
$16.7K – – –
IFP Advisors
158
IFP Advisors
Florida
$16.7K – – –
US Bancorp
159
US Bancorp
Minnesota
$16.6K -$7 -1 -0%
AF
160
Advisornet Financial
Minnesota
$16.2K – – –
SAM
161
Synergy Asset Management
Washington
$13.1K +$13.3K +1,847 New
AWM
162
AllSquare Wealth Management
New York
$13K – – –
RCM
163
Raleigh Capital Management
North Carolina
$11.8K – – –
Federation des caisses Desjardins du Quebec
164
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.1K – – –
KFI
165
Key Financial Inc
Pennsylvania
$9.81K – – –
Jones Financial Companies
166
Jones Financial Companies
Missouri
$8.71K +$9.01K +1,253 New
PFA
167
Pathway Financial Advisers
Indiana
$8.69K – – –
Farther Finance Advisors
168
Farther Finance Advisors
California
$8.11K – – –
AssetMark Inc
169
AssetMark Inc
California
$7.8K +$8.06K +1,122 New
Clearstead Advisors
170
Clearstead Advisors
Ohio
$7.14K – – –
Bogart Wealth LLC
171
Bogart Wealth LLC
Virginia
$6.95K – – –
WWA
172
Wingate Wealth Advisors
Massachusetts
$6.95K +$7.19K +1,000 New
FIA
173
FNY Investment Advisers
New York
$6K +$7.19K +1,000 New
TJHA
174
Thomas J. Herzfeld Advisors
Florida
$5.19K – – –
AA
175
AlphaMark Advisors
Kentucky
$5K – – –