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Liberty All Star Equity Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 61,969 | $408,129.83 | $370,339.14 | -$37,790.69 | -9.26% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 7,595 | $54,992.6 | $45,389.24 | -$9,603.36 | -17.46% |
| CE Curtis Ellergodt Rothschild Investment LLC | 6 | $38.28 | $35.86 | -$2.42 | -6.32% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 229,021 | $1.43M | $1.37M | -$63,909.4 | -4.46% |
| BS Barrett Schultz Ashton Thomas Securities LLC | 122,605 | $850,347.07 | $732,712 | -$117,635.07 | -13.83% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 14 | $78 | $83.67 | $5.67 | 7.27% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,186 | $23,232.3 | $25,029.35 | $1,797.05 | 7.74% |
 Daniel L. Lippincott Karpus Management Inc. | 3.12M | $17.3M | $18.62M | $1.32M | 7.66% |
| RZ Richard Zito Flynn Zito Capital Management LLC | 157,158 | $1.08M | $938,217.54 | -$140,221.69 | -13% |
 John Mezzasalma Mezzasalma Advisors LLC | 76,887 | $530,770.76 | $458,938.5 | -$71,832.26 | -13.53% |
| SMM Shawn M. McHugh WealthTrust Asset Management LLC | 50,851 | $330,854.11 | $303,529.62 | -$27,324.49 | -8.26% |
 Jennifer Grunberg Allspring Global Investments Holdings LLC | 613,919 | $3.7M | $3.68M | -$24,062.72 | -0.65% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 10,425 | $65,469 | $59,943.75 | -$5,525.25 | -8.44% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 24,975 | $158,481.9 | $149,475.37 | -$9,006.53 | -5.68% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 19,796 | $138,651.45 | $118,384.04 | -$20,267.41 | -14.62% |
| WL William Liberti Wealth Effects LLC | 74,244 | $412,054.2 | $443,993.97 | $31,939.77 | 7.75% |
| TT Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 23,957 | $145,423.7 | $143,267.65 | -$2,156.05 | -1.48% |
| RLE Raymond L. Eaton Primoris Wealth Advisors LLC | 12,501 | $101,186.65 | $74,758.48 | -$26,428.17 | -26.12% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 17,750 | $126,912.5 | $103,216.25 | -$23,696.25 | -18.67% |
| EM Erin Mccann Simplicity Wealth LLC | 45,817 | $287,730.76 | $266,884.02 | -$20,846.74 | -7.25% |
