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icono de ADX

Adams Diversified Equity Fund
ADX

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
UCI
26
Uncommon Cents Investing
Wisconsin
USD 4.63 M -USD 15.6 k -635 -0.3%
RGC
27
Roberts, Glore & Co
Illinois
USD 4.11 M +USD 73.2 k +2,987 +2%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
USD 3.84 M +USD 85.3 k +3,479 +2%
D.A. Davidson & Co
29
D.A. Davidson & Co
Montana
USD 3.74 M +USD 11.5 k +469 +0.3%
1607 Capital Partners
30
1607 Capital Partners
Virginia
USD 3.66 M -USD 4.23 M -172,589 -55%
General American Investors
31
General American Investors
New York
USD 3.35 M – – –
Independent Financial Group
32
Independent Financial Group
California
USD 3.3 M -USD 395 k -16,107 -11%
UBS Group
33
UBS Group
Switzerland
USD 3.3 M +USD 446 k +18,214 +16%
Integrated Wealth Concepts
34
Integrated Wealth Concepts
Massachusetts
USD 3.26 M +USD 164 k +6,674 +6%
SC
35
Stolper & Co
Oklahoma
USD 2.75 M +USD 95.9 k +3,912 +4%
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
USD 2.54 M -USD 114 k -4,635 -4%
PWA
37
Providence Wealth Advisors
Illinois
USD 2.54 M – – –
Guggenheim Capital
38
Guggenheim Capital
Illinois
USD 2.35 M +USD 946 k +38,593 +72%
Concurrent Investment Advisors
39
Concurrent Investment Advisors
Florida
USD 2.21 M +USD 219 k +8,933 +12%
AA
40
Advisory Advocates
Michigan
USD 2.18 M +USD 208 k +8,490 +11%
PFO
41
PMG Family Office
Texas
USD 2.15 M +USD 19.4 k +792 +1%
WIA
42
Westbourne Investment Advisors
Maryland
USD 2.14 M +USD 9.8 k +400 +0.5%
AW
43
Atlas Wealth
Ohio
USD 2.1 M +USD 2.02 M +82,341 Nuevas
WA
44
Walsh & Associates
Florida
USD 2.04 M – – –
Evolve Private Wealth
45
Evolve Private Wealth
California
USD 2.02 M -USD 83.8 k -3,418 -4%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
USD 1.97 M +USD 100 k +4,070 +6%
Waverly Advisors
47
Waverly Advisors
Alabama
USD 1.74 M -USD 123 k -5,012 -7%
Invesco
48
Invesco
Georgia
USD 1.72 M +USD 469 k +19,118 +40%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
USD 1.69 M +USD 186 k +7,579 +13%
Diversified Trust
50
Diversified Trust
Tennessee
USD 1.67 M – – –
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