We are live on ! Find out more
ADX icon

Adams Diversified Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DA
26
Doliver Advisors
Texas
$1.2M -$106K -8,315 -8%
AA
27
Ancora Advisors
Ohio
$1.2M -$701 -55 -0.1%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$1.12M +$1.07M +84,028 +4,871%
MWR
29
McAdams Wright Ragen
Washington
$1.11M +$1.08M +84,935 New
SFS
30
Shaker Financial Services
Virginia
$935K +$418K +32,823 +85%
BC
31
Bartlett & Co
Ohio
$912K -$3.75M -294,028 -81%
LPL Financial
32
LPL Financial
California
$882K +$216K +16,965 +34%
GC
33
Guggenheim Capital
Illinois
$871K
PPA
34
Parametric Portfolio Associates
Washington
$758K -$21.8K -1,711 -3%
SI
35
SII Investments
Wisconsin
$666K +$33.3K +2,613 +5%
DADC
36
D.A. Davidson & Co
Montana
$435K +$65.1K +5,104 +18%
VAM
37
Visium Asset Management
New York
$424K +$5.43K +426 +1%
WB
38
WesBanco Bank
West Virginia
$352K -$56.9K -4,463 -14%
Creative Planning
39
Creative Planning
Kansas
$333K +$281K +22,074 +654%
SFPIA
40
Stevens First Principles Investment Advisors
California
$296K +$13.1K +1,024 +5%
William Blair & Company
41
William Blair & Company
Illinois
$293K +$286K +22,420 New
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$253K +$17.8K +1,393 +8%
LCM
43
Landscape Capital Management
New Jersey
$218K +$213K +16,714 New
RJA
44
Raymond James & Associates
Florida
$207K +$202K +15,810 New
CL
45
CSS LLC
Illinois
$207K +$202K +15,868 New
KeyBank National Association
46
KeyBank National Association
Ohio
$206K +$17K +1,336 +9%
NHFG
47
New Harbor Financial Group
Massachusetts
$196K +$167K +13,129 +691%
Chevy Chase Trust
48
Chevy Chase Trust
Maryland
$191K -$51K -4,000 -22%
PP
49
Paloma Partners
Connecticut
$164K +$160K +12,566 New
WTNA
50
Wilmington Trust National Association
Delaware
$144K