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icono de PEO

Adams Natural Resources Fund
PEO

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Adams Diversified Equity Fund
1
Adams Diversified Equity Fund
Maryland
USD 66.1 M +USD 1.34 M +51,546 +2%
Saba Capital Management
2
Saba Capital Management
New York
USD 56.1 M +USD 172 k +6,633 +0.3%
Morgan Stanley
3
Morgan Stanley
New York
USD 35.8 M +USD 4.56 M +175,415 +14%
Lazard Asset Management
4
Lazard Asset Management
New York
USD 12.6 M +USD 25.1 k +967 +0.2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
USD 10.6 M +USD 40.6 k +1,561 +0.4%
Raymond James Financial
6
Raymond James Financial
Florida
USD 5.97 M +USD 56.2 k +2,162 +0.9%
Cohen & Steers
7
Cohen & Steers
New York
USD 4.42 M -USD 78 k -3,000 -2%
BW
8
Basepoint Wealth
Iowa
USD 4.01 M -USD 100 k -3,860 -2%
IFO
9
Intrepid Family Office
Florida
USD 3.93 M +USD 79.7 k +3,066 +2%
Pathstone Holdings
10
Pathstone Holdings
New Jersey
USD 3.92 M +USD 2.23 M +85,644 +118%
FC
11
FCA Corp
Texas
USD 3.3 M +USD 394 k +15,142 +13%
Bank of America
12
Bank of America
North Carolina
USD 3.07 M +USD 286 +11 +0%
LPL Financial
13
LPL Financial
California
USD 2.95 M +USD 1.02 M +39,062 +49%
Capstone Investment Advisors
14
Capstone Investment Advisors
New York
USD 2.87 M +USD 58.1 k +2,236 +2%
Blue Bell Private Wealth Management
15
Blue Bell Private Wealth Management
Pennsylvania
USD 2.85 M +USD 52.9 k +2,034 +2%
Advisors Asset Management
16
Advisors Asset Management
Colorado
USD 2.75 M +USD 237 k +9,118 +9%
WCM
17
Whitener Capital Management
North Carolina
USD 2.24 M +USD 28.9 k +1,112 +1%
North Star Asset Management
18
North Star Asset Management
Wisconsin
USD 2.17 M -USD 4.68 k -180 -0.2%
First Trust Advisors
19
First Trust Advisors
Illinois
USD 1.92 M -USD 26 -1 -0%
CL
20
CSS LLC
Illinois
USD 1.87 M +USD 26 k +1,000 +1%
D.A. Davidson & Co
21
D.A. Davidson & Co
Montana
USD 1.86 M +USD 5.28 k +203 +0.3%
Sprott Inc
22
Sprott Inc
Ontario, Canada
USD 1.83 M -USD 66.8 k -2,570 -3%
UHLMANN PRICE SECURITIES
23
UHLMANN PRICE SECURITIES
Illinois
USD 1.73 M +USD 72 k +2,770 +4%
Verition Fund Management
24
Verition Fund Management
Connecticut
USD 1.7 M -USD 1.63 M -62,814 -48%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
USD 1.56 M -USD 97.5 k -3,751 -6%
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