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Adams Diversified Equity Fund
ADX

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
26
SII Investments
Wisconsin
$878K +$127K +9,300 +16%
CA
27
Cornerstone Advisors
North Carolina
$781K -$2.87M -210,744 -77%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$747K – – –
First Manhattan
29
First Manhattan
New York
$685K – – –
LCM
30
Landscape Capital Management
New Jersey
$635K -$49.4K -3,633 -7%
BC
31
Bartlett & Co
Ohio
$631K -$23.4K -1,717 -3%
SFS
32
Shaker Financial Services
Virginia
$620K +$662K +48,650 New
HSBC Holdings
33
HSBC Holdings
United Kingdom
$580K -$354K -26,000 -36%
DADC
34
D.A. Davidson & Co
Montana
$562K +$65.4K +4,809 +12%
GC
35
Guggenheim Capital
Illinois
$529K -$87.6K -6,440 -13%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$526K +$561K +41,244 New
DA
37
Doliver Advisors
Texas
$522K +$292K +21,495 +110%
Goldman Sachs
38
Goldman Sachs
New York
$503K -$192K -14,129 -26%
PAG
39
Private Advisor Group
New Jersey
$489K +$51.4K +3,775 +11%
MGIA
40
Moneta Group Investment Advisors
Missouri
$461K +$492K +36,139 New
Stifel Financial
41
Stifel Financial
Missouri
$384K +$3.48K +256 +0.9%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$381K +$66.7K +4,902 +20%
VKH
43
Virtu KCG Holdings
New York
$359K +$107K +7,888 +39%
MFS
44
MSI Financial Services
Massachusetts
$342K -$7.24K -532 -2%
Creative Planning
45
Creative Planning
Kansas
$323K -$16.6K -1,221 -5%
RBC
46
Ronald Blue & Co
Georgia
$320K – – –
SFPIA
47
Stevens First Principles Investment Advisors
California
$303K – – –
UBS Group
48
UBS Group
Switzerland
$295K +$29.4K +2,158 +10%
CAN
49
Cetera Advisor Networks
California
$285K -$124K -9,106 -29%
AIG
50
American International Group
New York
$284K +$151K +11,118 +100%
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