We are live on ! Find out more
ADX icon

Adams Diversified Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
51
Merit Financial Group
Georgia
$808K -$83.8K -4,995 -10%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$766K +$12.3K +735 +2%
RJT
53
Raymond James Trust
Florida
$665K
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$640K -$61.8K -3,684 -9%
CCM
55
Covington Capital Management
California
$636K
Walleye Capital
56
Walleye Capital
New York
$622K -$13.3K -790 -2%
CAN
57
Cetera Advisor Networks
California
$594K -$11.8K -700 -2%
RGC
58
Roberts, Glore & Co
Illinois
$575K +$27.1K +1,612 +5%
Citigroup
59
Citigroup
New York
$529K +$101K +6,025 +24%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$502K -$33.5K -1,993 -6%
TCBWMS
61
Texas Capital Bank Wealth Management Services
Texas
$448K +$116K +6,939 +37%
SA
62
Strategic Advisors
New York
$433K
LDB
63
Lee, Danner & Bass
Tennessee
$432K
SAM
64
Security Asset Management
New York
$431K +$418K +24,921 New
PG
65
Prostatis Group
Maryland
$397K +$18.9K +1,123 +5%
QCIG
66
Quad-Cities Investment Group
Iowa
$378K -$21.1K -1,258 -5%
CFA
67
Capstone Financial Advisors
Illinois
$339K +$11.6K +689 +4%
RFC
68
Regions Financial Corp
Alabama
$328K
IWA
69
Intercontinental Wealth Advisors
Texas
$317K +$9.97K +594 +3%
MWM
70
MorganRosel Wealth Management
Colorado
$313K
Creative Planning
71
Creative Planning
Kansas
$286K +$789 +47 +0.3%
Walleye Trading
72
Walleye Trading
New York
$284K -$6.41K -382 -2%
NFG
73
Next Financial Group
Texas
$281K +$48.5K +2,891 +22%
BSW
74
Buckingham Strategic Wealth
Missouri
$269K
BWA
75
Beam Wealth Advisors
Louisiana
$268K -$28.2K -1,679 -10%