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Liberty All Star Equity Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DN Daniel Newman Noble Wealth Management PBC | 3,420 | $21,516.92 | $19,870.2 | -$1,646.72 | -7.65% |
| MCA MSH Capital Advisors LLC MSH Capital Advisors LLC | 44,960 | $361,565.05 | $261,217.6 | -$100,347.45 | -27.75% |
| RFL Rossby Financial LLC Rossby Financial LLC | 2,296 | $14,465 | $13,339.76 | -$1,125.24 | -7.78% |
| WR Wesley Reed Blue Rock Wealth Management LLC | 12,500 | $76,675 | $72,625 | -$4,050 | -5.28% |
| AGI Ameriflex Group Inc. Ameriflex Group Inc. | 15,677 | $98,714.51 | $91,083.37 | -$7,631.14 | -7.73% |
| IAS Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 10,667 | $59,202 | $61,975.27 | $2,773.27 | 4.68% |
| NR Nicole Reese WPG Advisers LLC | 4,019 | $23,067.04 | $23,350.39 | $283.35 | 1.23% |
| BSS Benjamin S. Smith Smith Asset Management Co LLC | 18,552 | $128,942.92 | $107,787.12 | -$21,155.8 | -16.41% |
| MWM Manske Wealth Management Manske Wealth Management | 18,519 | $121,299 | $107,595.39 | -$13,703.61 | -11.3% |
| WFB William F. Blake PMG Family Office LLC | 265,646 | $1.67M | $1.54M | -$122,422.56 | -7.35% |
