We are live on ! Find out more
ADX icon

Adams Diversified Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$4.23M +$114K +4,980 +3%
FC
27
FCA Corp
Texas
$4.09M -$418K -18,261 -9%
SFS
28
Shaker Financial Services
Virginia
$3.83M -$1.66M -72,643 -31%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$3.51M +$19.9K +868 +0.6%
IFG
30
Independent Financial Group
California
$3.38M -$773K -33,743 -19%
RGC
31
Roberts, Glore & Co
Illinois
$3.37M +$140K +6,124 +4%
GAI
32
General American Investors
New York
$3.06M
DADC
33
D.A. Davidson & Co
Montana
$3.06M -$504 -22 -0%
IWC
34
Integrated Wealth Concepts
Massachusetts
$2.87M -$273K -11,940 -9%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$2.82M +$798K +34,841 +40%
Ameriprise
36
Ameriprise
Minnesota
$2.7M +$63.5K +2,775 +2%
DCM
37
Delta Capital Management
New Jersey
$2.46M
SC
38
Stolper & Co
Oklahoma
$2.35M +$15.9K +695 +0.7%
PWA
39
Providence Wealth Advisors
Illinois
$2.32M
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$2.28M +$1.06M +46,342 +90%
EPW
41
Evolve Private Wealth
California
$1.93M +$1.9M +82,802 New
PFO
42
PMG Family Office
Texas
$1.86M -$12.7K -554 -0.7%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$1.74M +$113K +4,942 +7%
WIA
44
Westbourne Investment Advisors
Maryland
$1.73M -$27.5K -1,200 -2%
UBS Group
45
UBS Group
Switzerland
$1.69M +$181K +7,912 +12%
WA
46
Waverly Advisors
Alabama
$1.57M -$6.21K -271 -0.4%
CIA
47
Concurrent Investment Advisors
Florida
$1.57M +$354K +15,466 +30%
HighTower Advisors
48
HighTower Advisors
Illinois
$1.51M +$38.5K +1,681 +3%
Corient Private Wealth
49
Corient Private Wealth
Florida
$1.5M -$28.5K -1,244 -2%
DT
50
Diversified Trust
Tennessee
$1.49M