We are live on ! Find out more
ADX icon

Adams Diversified Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
51
Private Capital Management (Colorado)
Colorado
$479K
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$450K -$11.3K -709 -2%
Walleye Capital
53
Walleye Capital
New York
$440K +$200K +12,585 +82%
SA
54
Strategic Advisors
New York
$393K
XF
55
XML Financial
Maryland
$388K +$391K +24,575 New
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$374K -$415K -26,106 -52%
IAA
57
Independent Advisor Alliance
North Carolina
$341K +$344K +21,625 New
PG
58
Prostatis Group
Maryland
$341K +$344K +21,611 New
GC
59
Guggenheim Capital
Illinois
$336K -$15.8K -991 -4%
M&T Bank
60
M&T Bank
New York
$323K +$20.9K +1,312 +7%
Creative Planning
61
Creative Planning
Kansas
$310K +$4.04K +254 +1%
IIC
62
Ironwood Investment Counsel
Arizona
$309K +$13.6K +855 +5%
IWA
63
Intercontinental Wealth Advisors
Texas
$303K +$20.8K +1,309 +8%
WB
64
WesBanco Bank
West Virginia
$300K
RFC
65
Regions Financial Corp
Alabama
$299K +$4.69K +295 +2%
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$273K +$275K +17,322 New
Ameriprise
67
Ameriprise
Minnesota
$270K +$77.9K +4,900 +40%
JWCA
68
J.W. Cole Advisors
Florida
$262K +$265K +16,645 New
Walleye Trading
69
Walleye Trading
New York
$257K +$12.7K +800 +5%
BWA
70
Beam Wealth Advisors
Louisiana
$255K +$257K +16,173 New
Truist Financial
71
Truist Financial
North Carolina
$251K +$51.5K +3,240 +26%
SCA
72
SMH Capital Advisors
Texas
$214K +$8.15K +513 +4%
BSW
73
Buckingham Strategic Wealth
Missouri
$211K
Citigroup
74
Citigroup
New York
$199K +$128K +8,068 +178%
HKIM
75
Hayek Kallen Investment Management
Alabama
$181K