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Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Valeo Financial Advisors
151
Valeo Financial Advisors
Indiana
$82.7K – – –
World Investment Advisors
152
World Investment Advisors
California
$77.3K +$80.5K +12,195 New
EverSource Wealth Advisors
153
EverSource Wealth Advisors
Alabama
$76.1K – – –
FWM
154
FMB Wealth Management
California
$74.3K – – –
CIBC Private Wealth Group
155
CIBC Private Wealth Group
Georgia
$71.8K – – –
SWM
156
Silverlake Wealth Management
Vermont
$70.2K – – –
Ashton Thomas Private Wealth
157
Ashton Thomas Private Wealth
Arizona
$69.5K – – –
HBK Sorce Advisory
158
HBK Sorce Advisory
Pennsylvania
$69.4K +$991 +150 +1%
FA
159
Fiduciary Alliance
South Carolina
$69.1K -$13.5K -2,042 -16%
Meridian Wealth Management
160
Meridian Wealth Management
Kentucky
$68.8K – – –
Apollon Wealth Management
161
Apollon Wealth Management
South Carolina
$66.1K – – –
MA
162
Mutual Advisors
Nebraska
$66K -$22.4K -3,391 -24%
Summit Financial
163
Summit Financial
New Jersey
$63.9K +$528 +80 +0.8%
AE Wealth Management
164
AE Wealth Management
Kansas
$63.5K +$66.2K +10,020 New
Merit Financial Group
165
Merit Financial Group
Georgia
$63.5K -$4.63K -701 -7%
Comerica Bank
166
Comerica Bank
Texas
$51K +$1.22K +185 +2%
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$48.7K +$7.17K +1,086 +16%
HBW
168
Hazlett, Burt & Watson
West Virginia
$48K – – –
CBT
169
Crews Bank & Trust
Florida
$45.3K – – –
WA
170
Westfuller Advisors
New York
$42.9K +$44.7K +6,766 New
NWM
171
Nova Wealth Management
Florida
$40.3K – – –
Eastern Bank
172
Eastern Bank
Massachusetts
$39.9K +$41.6K +6,300 New
Ameritas Advisory Services
173
Ameritas Advisory Services
Nebraska
$38.5K -$16.4K -2,489 -29%
SIS
174
Sound Income Strategies
Florida
$25.7K +$26.6K +4,029 New
Wilmington Savings Fund Society
175
Wilmington Savings Fund Society
Delaware
$25.4K – – –