We are live on ! Find out more
ADX icon

Adams Diversified Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Capital Investment Advisors
Georgia
$892K -$6.82K -450 -0.7%
9WM
52
9258 Wealth Management
Ohio
$874K -$28.1K -1,856 -3%
IAIM
53
International Assets Investment Management
Florida
$853K +$645K +42,614 +265%
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$833K +$868K +57,299 New
WAM
55
Weiss Asset Management
Massachusetts
$821K +$855K +56,447 New
CL
56
CSS LLC
Illinois
$761K +$180K +11,880 +29%
FCI
57
Financial Counselors Inc
Kansas
$759K +$791K +52,235 New
MPWT
58
MassMutual Private Wealth & Trust
Connecticut
$759K +$791K +52,235 New
UBS Group
59
UBS Group
Switzerland
$755K -$2.62K -173 -0.3%
LFAS
60
Level Four Advisory Services
Texas
$749K +$780K +51,503 New
LCM
61
Landscape Capital Management
New Jersey
$743K +$70.4K +4,647 +10%
Mariner
62
Mariner
Kansas
$721K +$82.3K +5,432 +12%
MFG
63
Merit Financial Group
Georgia
$700K +$14K +925 +2%
MML Investors Services
64
MML Investors Services
Massachusetts
$660K +$41.1K +2,713 +6%
AWS
65
Atria Wealth Solutions
New York
$643K +$21.4K +1,413 +3%
CFA
66
Capstone Financial Advisors
Illinois
$539K +$15.3K +1,008 +3%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$537K +$101K +6,681 +22%
GC
68
Guggenheim Capital
Illinois
$521K +$51.8K +3,421 +11%
Cerity Partners
69
Cerity Partners
New York
$521K +$542K +35,815 New
RJT
70
Raymond James Trust
Florida
$501K -$58.6K -3,870 -10%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$494K +$131K +8,619 +34%
Ameriprise
72
Ameriprise
Minnesota
$452K +$60.7K +4,008 +15%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$450K +$80.6K +5,322 +21%
CCP
74
Clough Capital Partners
Massachusetts
$429K -$2.65M -174,992 -86%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$421K +$22.8K +1,506 +5%