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Liberty All-Star Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
151
Concorde Asset Management
Michigan
$82.4K -$37.6K -6,290 -30%
XT
152
XTX Topco
Cayman Islands
$81.2K -$1.4M -233,438 -94%
SG
153
StoneX Group
New York
$79.3K -$411K -68,844 -83%
MAG
154
MRA Advisory Group
New Jersey
$79.2K +$4.83K +809 +6%
SWP
155
Stratos Wealth Partners
Ohio
$76.1K +$4.18K +700 +5%
SDAM
156
Shulman DeMeo Asset Management
New York
$74.1K
KFA
157
Kapstone Financial Advisors
Ohio
$72.5K -$41.5K -6,936 -35%
PWA
158
Primoris Wealth Advisors
Florida
$69.4K -$2.47K -413 -3%
BRWM
159
Blue Rock Wealth Management
North Carolina
$69.4K +$14.9K +2,500 +25%
B
160
Bensler
Washington
$67.7K -$75.3K -12,594 -51%
MOS
161
MGO One Seven
Ohio
$66.7K -$20.8K -3,486 -22%
EWA
162
EverSource Wealth Advisors
Alabama
$66.6K
DI
163
Decision Investments
California
$66K +$299 +50 +0.4%
FWM
164
FMB Wealth Management
California
$65K
FA
165
Fiduciary Alliance
South Carolina
$64.4K
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$63.9K -$27K -4,519 -28%
OIA
167
OneDigital Investment Advisors
Kansas
$63.7K -$25.7K -4,300 -27%
CBU
168
CIBC Bancorp USA
Illinois
$62.9K +$67.7K +11,325 New
AIS
169
Accredited Investor Services
Minnesota
$62.2K +$67K +11,214 New
SWM
170
Silverlake Wealth Management
Vermont
$61.5K
CCM
171
Canal Capital Management
Virginia
$60.5K +$65.1K +10,900 New
MWM
172
Meridian Wealth Management
Kentucky
$60.2K
GVAG
173
Great Valley Advisor Group
Delaware
$59.8K +$64.4K +10,770 New
IAS
174
Integrity Advisory Solutions
Texas
$59.2K +$63.8K +10,667 New
IAG
175
Investmark Advisory Group
Connecticut
$57.9K +$62.4K +10,436 New