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icono de ADX

Adams Diversified Equity Fund
ADX

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
EP Wealth Advisors
101
EP Wealth Advisors
California
USD 570 k +USD 50.2 k +2,047 +10%
Savvy Advisors Inc
102
Savvy Advisors Inc
New York
USD 565 k – – –
Luther King Capital Management (LKCM)
103
Luther King Capital Management (LKCM)
Texas
USD 561 k – – –
AQR Capital Management
104
AQR Capital Management
Connecticut
USD 556 k +USD 533 k +21,764 Nuevas
Mezzasalma Advisors
105
Mezzasalma Advisors
New Jersey
USD 537 k +USD 8.33 k +340 +2%
Stratos Wealth Partners
106
Stratos Wealth Partners
Ohio
USD 530 k +USD 126 k +5,160 +33%
RPGNY
107
Retirement Planning Group (New York)
New York
USD 519 k +USD 498 k +20,305 Nuevas
World Investment Advisors
108
World Investment Advisors
California
USD 507 k +USD 1.32 k +54 +0.2%
Kingswood Wealth Advisors
109
Kingswood Wealth Advisors
California
USD 493 k +USD 98.3 k +4,009 +26%
Sage Capital Advisors
110
Sage Capital Advisors
South Dakota
USD 478 k +USD 8.58 k +350 +2%
Allegheny Financial Group
111
Allegheny Financial Group
Pennsylvania
USD 472 k – – –
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
USD 467 k +USD 2.94 k +120 +0.7%
WesBanco Bank
113
WesBanco Bank
West Virginia
USD 454 k +USD 74 +3 +0%
Kestra Private Wealth Services
114
Kestra Private Wealth Services
Texas
USD 442 k -USD 279 k -11,366 -40%
MinichMacGregor Wealth Management
115
MinichMacGregor Wealth Management
New York
USD 439 k +USD 7.5 k +306 +2%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
USD 439 k +USD 21.3 k +870 +5%
McDonald Partners
117
McDonald Partners
Ohio
USD 436 k – – –
Intrua Financial
118
Intrua Financial
Texas
USD 434 k +USD 416 k +16,984 Nuevas
Regions Financial Corp
119
Regions Financial Corp
Alabama
USD 414 k -USD 11 k -450 -3%
Park Avenue Securities
120
Park Avenue Securities
New York
USD 410 k -USD 51.3 k -2,094 -12%
Pathstone Holdings
121
Pathstone Holdings
New Jersey
USD 392 k – – –
NewEdge Wealth
122
NewEdge Wealth
Pennsylvania
USD 378 k – – –
TIAA-CREF Individual & Institutional Services
123
TIAA-CREF Individual & Institutional Services
New York
USD 371 k -USD 42 k -1,715 -11%
KPF
124
K2 Principal Fund
Ontario, Canada
USD 371 k -USD 65.5 k -2,671 -16%
Generation Capital Management
125
Generation Capital Management
New York
USD 353 k +USD 6.05 k +247 +2%
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