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ícone de ADX

Adams Diversified Equity Fund
ADX

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Post Resch Tallon Group
151
Post Resch Tallon Group
New York
US$ 253 mil +US$ 243 mil +9.921 Nova
Sequoia Financial Advisors
152
Sequoia Financial Advisors
Ohio
US$ 251 mil +US$ 16,6 mil +676 +7%
Valmark Advisers
153
Valmark Advisers
Ohio
US$ 250 mil – – –
StoneX Group
154
StoneX Group
New York
US$ 248 mil -US$ 70,6 mil -2.880 -23%
Envestnet Asset Management
155
Envestnet Asset Management
Illinois
US$ 243 mil -US$ 5,49 mil -224 -2%
GoalVest Advisory
156
GoalVest Advisory
New York
US$ 240 mil – – –
Pinion Investment Advisors
157
Pinion Investment Advisors
Kansas
US$ 240 mil – – –
Alliance Wealth Strategies
158
Alliance Wealth Strategies
Virginia
US$ 237 mil – – –
Dana Investment Advisors
159
Dana Investment Advisors
Wisconsin
US$ 234 mil +US$ 224 mil +9.156 Nova
Tradewinds Capital Management
160
Tradewinds Capital Management
Washington
US$ 227 mil +US$ 74 +3 +0%
Allworth Financial
161
Allworth Financial
California
US$ 215 mil +US$ 3,36 mil +137 +2%
Modern Wealth Management
162
Modern Wealth Management
Kansas
US$ 213 mil +US$ 204 mil +8.340 Nova
Confluence Wealth Services
163
Confluence Wealth Services
Pennsylvania
US$ 213 mil +US$ 204 mil +8.333 Nova
IFP Advisors
164
IFP Advisors
Florida
US$ 208 mil +US$ 46,3 mil +1.890 +30%
Hudock Inc
165
Hudock Inc
Pennsylvania
US$ 207 mil +US$ 199 mil +8.101 Nova
Strategic Family Wealth Counselors
166
Strategic Family Wealth Counselors
New Jersey
US$ 207 mil +US$ 198 mil +8.091 Nova
US Bancorp
167
US Bancorp
Minnesota
US$ 206 mil +US$ 3,11 mil +127 +2%
Lakeridge Wealth Management
168
Lakeridge Wealth Management
Ohio
US$ 204 mil +US$ 196 mil +8.003 Nova
Kingsview Wealth Management
169
Kingsview Wealth Management
Oregon
US$ 202 mil +US$ 194 mil +7.899 Nova
Financial Consulate
170
Financial Consulate
Maryland
US$ 200 mil +US$ 3,58 mil +146 +2%
Glen Eagle Advisors
171
Glen Eagle Advisors
New Jersey
US$ 158 mil +US$ 2,33 mil +95 +2%
First Community Trust
172
First Community Trust
Iowa
US$ 120 mil – – –
First Command Advisory Services
173
First Command Advisory Services
Texas
US$ 113 mil – – –
Private Trust Company
174
Private Trust Company
Ohio
US$ 101 mil +US$ 77,8 mil +3.174 +398%
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
US$ 83,8 mil +US$ 34,2 mil +1.396 +74%
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