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Liberty All Star Equity Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 61,471 | $357,147 | $365,445.09 | $8,298.09 | 2.32% |
 Christopher C. Powers Farther Finance Advisors, LLC | 9,073 | $57,624.48 | $53,258.51 | -$4,365.97 | -7.58% |
| AK Alisha Kamadia United Community Bank | 19,588 | $131,231.59 | $115,863.02 | -$15,368.57 | -11.71% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 124,755 | $814,863.06 | $734,806.95 | -$80,056.11 | -9.82% |
 Ashley Meredith Abel Hall, LLC | 103,000 | $701,430 | $609,245 | -$92,185 | -13.14% |
 Kevyn Hill Hilltop National Bank | 2,869 | $20,513 | $16,941.44 | -$3,571.56 | -17.41% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 4,400 | $29,818.4 | $26,312 | -$3,506.4 | -11.76% |
 Michael Dziura Westfuller Advisors, LLC | 1,661 | $10,274.6 | $9,808.2 | -$466.4 | -4.54% |
| CLJ Cathy Lynne Juilfs ACCREDITED INVESTOR SERVICES, LLC | 17,204 | $97,039.82 | $102,105.74 | $5,065.92 | 5.22% |
 Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 28,067 | $173,076.46 | $167,840.66 | -$5,235.8 | -3.03% |
 FMB Wealth Management FMB Wealth Management | 11,719 | $76,759 | $69,435.07 | -$7,323.93 | -9.54% |
 Highline Wealth Partners LLC Highline Wealth Partners LLC | 600 | $3,804 | $3,567 | -$237 | -6.23% |
| KE Karen Eamon Next Level Wealth Planning LLC | 22,605 | $156,881.21 | $133,934.62 | -$22,946.59 | -14.63% |
| MWM Mindset Wealth Management LLC Mindset Wealth Management LLC | 236,396 | $1.59M | $1.41M | -$175,094.19 | -11.05% |
 Stephen A. Greco Pandora Wealth Inc. | 2,274 | $14,894.27 | $13,518.93 | -$1,375.34 | -9.23% |
 Heather Scully NWF Advisory Services Inc. | 38,549 | $252,521.16 | $228,017.33 | -$24,503.83 | -9.7% |
 Nova Wealth Management Inc. Nova Wealth Management Inc. | 6,363 | $44,223 | $37,573.51 | -$6,649.49 | -15.04% |
 Bradley Wilson Crews Bank & Trust | 7,142 | $49,637 | $42,173.51 | -$7,463.49 | -15.04% |
| MO Matthew Ottusch Cushing Capital Partners LLC | 22,031 | $157,084.31 | $130,753.98 | -$26,330.33 | -16.76% |
| DN Daniel Newman Noble Wealth Management PBC | 2,920 | $18,346.92 | $17,242.6 | -$1,104.32 | -6.02% |
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