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Liberty All Star Equity Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Daniel L. Lippincott Karpus Management Inc. | 3.12M | $17.3M | $18.11M | $810,293.79 | 4.68% |
| AS Alexandra Stickelman Root Financial Partners, LLC | 9 | $51.57 | $52.29 | $0.72 | 1.4% |
| NRG Nemes Rush Group LLC Nemes Rush Group LLC | 620 | $3,894 | $3,602.2 | -$291.8 | -7.49% |
| RS Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 117,260 | $802,770.87 | $681,280.6 | -$121,490.27 | -15.13% |
| CCP Christopher C. Powers Farther Finance Advisors, LLC | 20,101 | $131,047.25 | $116,786.81 | -$14,260.44 | -10.88% |
| AK Alisha Kamadia United Community Bank | 19,089 | $128,332.4 | $110,907.09 | -$17,425.31 | -13.58% |
| CH Courtney Haddad Concurrent Investment Advisors, LLC | 125,762 | $821,287.65 | $730,677.22 | -$90,610.43 | -11.03% |
| AM Ashley Meredith Abel Hall, LLC | 103,000 | $701,430 | $598,430 | -$103,000 | -14.68% |
| KH Kevyn Hill Hilltop National Bank | 2,869 | $20,513 | $16,668.89 | -$3,844.11 | -18.74% |
| MD Michael Dziura Westfuller Advisors, LLC | 6,709 | $42,537.6 | $38,979.29 | -$3,558.31 | -8.36% |
| DM Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 19,875 | $126,008 | $115,473.75 | -$10,534.25 | -8.36% |
| FWM FMB Wealth Management FMB Wealth Management | 11,719 | $76,759 | $68,087.39 | -$8,671.61 | -11.3% |
| HWP Highline Wealth Partners LLC Highline Wealth Partners LLC | 600 | $3,804 | $3,486 | -$318 | -8.36% |
| KE Karen Eamon Next Level Wealth Planning LLC | 22,605 | $156,881.21 | $131,335.05 | -$25,546.16 | -16.28% |
| MWM Mindset Wealth Management LLC Mindset Wealth Management LLC | 237,598 | $1.59M | $1.38M | -$212,625.05 | -13.35% |
| SAG Stephen A. Greco Pandora Wealth Inc. | 2,274 | $14,894.27 | $13,211.94 | -$1,682.33 | -11.29% |
| HS Heather Scully NWF Advisory Services Inc. | 42,131 | $275,983.41 | $244,781.11 | -$31,202.3 | -11.31% |
| NWM Nova Wealth Management Inc. Nova Wealth Management Inc. | 6,363 | $44,223 | $36,969.03 | -$7,253.97 | -16.4% |
| BW Bradley Wilson Crews Bank & Trust | 7,142 | $49,637 | $41,495.02 | -$8,141.98 | -16.4% |
| MO Matthew Ottusch Cushing Capital Partners LLC | 22,044 | $157,177 | $128,075.64 | -$29,101.36 | -18.51% |
