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Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AC
151
AlphaCore Capital
California
$100K -$31.1K -5,000 -24%
OIA
152
OneDigital Investment Advisors
Kansas
$99.1K -$33K -5,300 -25%
MOS
153
MGO One Seven
Ohio
$97.4K +$5.44K +873 +6%
OCM
154
One Capital Management
California
$97.4K +$8.25K +1,325 +9%
SI
155
Stephens Inc
Arkansas
$95.2K -$78.1K -12,538 -45%
GLLW
156
Graves Light Lenhart Wealth
Virginia
$94.2K
WB
157
Webster Bank
Connecticut
$93.8K -$6.01K -965 -6%
GSWM
158
Golden State Wealth Management
California
$93.5K
AG
159
AmeriFlex Group
Nevada
$93.1K -$71.6K -11,501 -44%
WIA
160
World Investment Advisors
California
$91.5K +$14.8K +2,375 +19%
SPIA
161
Steward Partners Investment Advisory
New York
$87.3K -$186K -29,876 -68%
MAG
162
MRA Advisory Group
New Jersey
$84.5K -$5.93K -953 -7%
SDAM
163
Shulman DeMeo Asset Management
New York
$83.8K
VFA
164
Valeo Financial Advisors
Indiana
$82K
SWP
165
Stratos Wealth Partners
Ohio
$81.7K -$9.34K -1,500 -10%
AOWM
166
Asset One Wealth Management
Washington
$81.4K +$83.6K +13,418 New
PWA
167
Primoris Wealth Advisors
Florida
$81.1K -$3.63K -583 -4%
MFG
168
Merit Financial Group
Georgia
$79.8K +$16.8K +2,701 +27%
EWA
169
EverSource Wealth Advisors
Alabama
$75.4K
DI
170
Decision Investments
California
$74.4K +$73.7K +11,840 New
FWI
171
Facet Wealth Inc
Maryland
$73.8K +$75.3K +12,097 New
FWM
172
FMB Wealth Management
California
$73.6K
CL
173
Choreo LLC
Illinois
$71.4K +$68.3K +10,969 New
CIBC Private Wealth Group
174
CIBC Private Wealth Group
Georgia
$71.1K
SF
175
Summit Financial
New Jersey
$70.3K +$6.73K +1,081 +11%