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ícone de ADX

Adams Diversified Equity Fund
ADX

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
EP Wealth Advisors
101
EP Wealth Advisors
California
US$ 570 mil +US$ 50,2 mil +2.047 +10%
Savvy Advisors Inc
102
Savvy Advisors Inc
New York
US$ 565 mil – – –
Luther King Capital Management (LKCM)
103
Luther King Capital Management (LKCM)
Texas
US$ 561 mil – – –
AQR Capital Management
104
AQR Capital Management
Connecticut
US$ 556 mil +US$ 533 mil +21.764 Nova
Mezzasalma Advisors
105
Mezzasalma Advisors
New Jersey
US$ 537 mil +US$ 8,33 mil +340 +2%
Stratos Wealth Partners
106
Stratos Wealth Partners
Ohio
US$ 530 mil +US$ 126 mil +5.160 +33%
RPGNY
107
Retirement Planning Group (New York)
New York
US$ 519 mil +US$ 498 mil +20.305 Nova
World Investment Advisors
108
World Investment Advisors
California
US$ 507 mil +US$ 1,32 mil +54 +0,2%
Kingswood Wealth Advisors
109
Kingswood Wealth Advisors
California
US$ 493 mil +US$ 98,3 mil +4.009 +26%
Sage Capital Advisors
110
Sage Capital Advisors
South Dakota
US$ 478 mil +US$ 8,58 mil +350 +2%
Allegheny Financial Group
111
Allegheny Financial Group
Pennsylvania
US$ 472 mil – – –
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
US$ 467 mil +US$ 2,94 mil +120 +0,7%
WesBanco Bank
113
WesBanco Bank
West Virginia
US$ 454 mil +US$ 74 +3 +0%
Kestra Private Wealth Services
114
Kestra Private Wealth Services
Texas
US$ 442 mil -US$ 279 mil -11.366 -40%
MinichMacGregor Wealth Management
115
MinichMacGregor Wealth Management
New York
US$ 439 mil +US$ 7,5 mil +306 +2%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
US$ 439 mil +US$ 21,3 mil +870 +5%
McDonald Partners
117
McDonald Partners
Ohio
US$ 436 mil – – –
Intrua Financial
118
Intrua Financial
Texas
US$ 434 mil +US$ 416 mil +16.984 Nova
Regions Financial Corp
119
Regions Financial Corp
Alabama
US$ 414 mil -US$ 11 mil -450 -3%
Park Avenue Securities
120
Park Avenue Securities
New York
US$ 410 mil -US$ 51,3 mil -2.094 -12%
Pathstone Holdings
121
Pathstone Holdings
New Jersey
US$ 392 mil – – –
NewEdge Wealth
122
NewEdge Wealth
Pennsylvania
US$ 378 mil – – –
TIAA-CREF Individual & Institutional Services
123
TIAA-CREF Individual & Institutional Services
New York
US$ 371 mil -US$ 42 mil -1.715 -11%
KPF
124
K2 Principal Fund
Ontario, Canada
US$ 371 mil -US$ 65,5 mil -2.671 -16%
Generation Capital Management
125
Generation Capital Management
New York
US$ 353 mil +US$ 6,05 mil +247 +2%
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