We are live on ! Find out more
ADX icon

Adams Diversified Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OA
76
Oxbow Advisors
Texas
$178K -$832K -52,315 -82%
KLI
77
Kelman-Lazarov Inc
Tennessee
$172K -$187K -11,793 -52%
US Bancorp
78
US Bancorp
Minnesota
$165K -$15.8K -992 -9%
DA
79
Doliver Advisors
Texas
$161K +$162K +10,189 New
MWM
80
MinichMacGregor Wealth Management
New York
$134K
NFG
81
Next Financial Group
Texas
$117K +$21K +1,320 +22%
GWM
82
Geneos Wealth Management
Colorado
$96K +$3.8K +239 +4%
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$86K +$46.4K +2,917 +116%
CFA
84
Carroll Financial Associates
North Carolina
$83K
JP Morgan Chase
85
JP Morgan Chase
New York
$79K +$6.03K +379 +8%
Fidelity Investments
86
Fidelity Investments
Massachusetts
$79K +$79.5K +5,001 New
WT
87
Whittier Trust
California
$69K
AA
88
Argent Advisors
Louisiana
$66K +$67.4K +4,243 New
TWA
89
TCI Wealth Advisors
Arizona
$61K +$4.63K +291 +8%
Chevy Chase Trust
90
Chevy Chase Trust
Maryland
$54K +$54.8K +3,450 New
MMG
91
Monetary Management Group
Missouri
$51K +$3.67K +231 +8%
HNB
92
Huntington National Bank
Ohio
$39K
TCWM
93
Total Clarity Wealth Management
Illinois
$34K +$34.1K +2,143 New
PFO
94
Pathstone Family Office
New Jersey
$32.7K +$33K +2,074 New
TC
95
Trust Company
Kansas
$30K
NC
96
NewSquare Capital
Pennsylvania
$28K
SIC
97
Salem Investment Counselors
North Carolina
$25K
GTAM
98
Global Trust Asset Management
Florida
$22K
HCA
99
Horan Capital Advisors
Ohio
$22K
HI
100
Hudock Inc
Pennsylvania
$20K +$1.43K +90 +8%