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Adams Diversified Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
51
Koshinski Asset Management
Illinois
$1.34M +$57.6K +2,511 +4%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$1.28M -$125K -5,466 -9%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$1.21M +$80.3K +3,497 +7%
AA
54
Ancora Advisors
Ohio
$1.18M -$107K -4,647 -8%
SPIA
55
Steward Partners Investment Advisory
New York
$1.17M +$1.03M +44,806 +529%
GC
56
Guggenheim Capital
Illinois
$1.17M +$195K +8,476 +19%
SC
57
Savant Capital
Illinois
$1.15M
WANY
58
Wealthspire Advisors (New York)
New York
$1.12M +$1.18M +51,221 New
Invesco
59
Invesco
Georgia
$1.05M +$201K +8,755 +22%
Lido Advisors
60
Lido Advisors
California
$1.04M -$13.7K -596 -1%
CIA
61
Capital Investment Advisors
Georgia
$1.04M -$7.12K -310 -0.6%
WB
62
West Bancorporation
Iowa
$1.03M
JP Morgan Chase
63
JP Morgan Chase
New York
$991K +$751K +32,740 +228%
MPWT
64
MassMutual Private Wealth & Trust
Connecticut
$965K -$27.8K -1,209 -3%
MT
65
Midwest Trust
Kansas
$965K -$27.8K -1,209 -3%
CFA
66
Capstone Financial Advisors
Illinois
$941K +$10.7K +464 +1%
OC
67
Oppenheimer & Co
New York
$921K +$966K +42,079 New
Mariner
68
Mariner
Kansas
$888K -$113K -4,906 -11%
AWM
69
Avior Wealth Management
Nebraska
$859K +$226K +9,850 +33%
CAM
70
Concorde Asset Management
Michigan
$851K -$32.9K -1,435 -4%
RBWA
71
RFG - Bristol Wealth Advisors
Massachusetts
$843K
Creative Planning
72
Creative Planning
Kansas
$826K +$597K +26,025 +223%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$809K -$14.7K -639 -2%
MFG
74
Merit Financial Group
Georgia
$796K -$132K -5,751 -14%
SIC
75
Samalin Investment Counsel
New York
$789K +$828K +36,054 New