We are live on ! Find out more
ADX icon

Adams Diversified Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
51
Dakota Wealth Management
Florida
$379K -$305K -20,755 -41%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$363K -$38.7K -2,632 -8%
CIA
53
Capital Investment Advisors
Georgia
$359K +$212K +14,450 +103%
QCIG
54
Quad-Cities Investment Group
Iowa
$318K +$91K +6,191 +32%
SA
55
Strategic Advisors
New York
$315K +$367K +24,938 New
Bank of Nova Scotia
56
Bank of Nova Scotia
Ontario, Canada
$277K -$129K -8,754 -29%
Creative Planning
57
Creative Planning
Kansas
$267K -$8.48K -577 -3%
Walleye Trading
58
Walleye Trading
New York
$246K +$45.6K +3,100 +19%
M&T Bank
59
M&T Bank
New York
$242K +$13.9K +943 +5%
WB
60
WesBanco Bank
West Virginia
$240K
MFG
61
Merit Financial Group
Georgia
$238K +$32.3K +2,197 +13%
CCM
62
Covington Capital Management
California
$226K
EAM
63
Evanson Asset Management
California
$221K
Brown Advisory
64
Brown Advisory
Maryland
$198K
PAG
65
Private Advisor Group
New Jersey
$197K -$57K -3,876 -20%
TWA
66
TCI Wealth Advisors
Arizona
$193K +$121K +8,239 +117%
RFC
67
Regions Financial Corp
Alabama
$186K +$217K +14,764 New
IWA
68
Intercontinental Wealth Advisors
Texas
$179K +$208K +14,150 New
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$178K +$207K +14,092 New
FMBTD
70
First Midwest Bank Trust Division
Illinois
$177K -$22.6K -1,535 -10%
Truist Financial
71
Truist Financial
North Carolina
$170K -$20.6K -1,403 -9%
BSW
72
Buckingham Strategic Wealth
Missouri
$169K
AAM
73
Advisors Asset Management
Colorado
$169K +$197K +13,411 New
RTS
74
Round Table Services
New Jersey
$157K
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$155K +$9.94K +676 +6%