We are live on ! Find out more
ADX icon

Adams Diversified Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$505K +$9.92K +584 +2%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$487K +$12.8K +752 +3%
HighTower Advisors
78
HighTower Advisors
Illinois
$475K +$3.82K +225 +0.8%
SC
79
Savant Capital
Illinois
$447K +$15.8K +930 +4%
LDB
80
Lee, Danner & Bass
Tennessee
$443K
Corient Private Wealth
81
Corient Private Wealth
Florida
$429K +$17K +999 +4%
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$421K +$404K +23,779 New
CMS
83
Capital Market Strategies
Florida
$415K +$29.7K +1,750 +8%
QCIG
84
Quad-Cities Investment Group
Iowa
$411K +$25.2K +1,486 +7%
SCA
85
Sage Capital Advisors
South Dakota
$404K -$43.5K -2,563 -10%
CL
86
CSS LLC
Illinois
$401K -$374K -22,000 -49%
OC
87
Oppenheimer & Co
New York
$391K +$145K +8,546 +63%
AWM
88
Avior Wealth Management
Nebraska
$386K -$138K -8,137 -27%
TW
89
Transform Wealth
Colorado
$382K
SFS
90
Shaker Financial Services
Virginia
$368K -$126K -7,441 -26%
MWM
91
MinichMacGregor Wealth Management
New York
$363K +$13.8K +811 +0.6%
BTI
92
Blue Trust Inc
Georgia
$349K +$1K +59 +0.3%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$331K +$105K +6,168 +49%
HI
94
Harbour Investments
Wisconsin
$319K
CFC
95
Client First Capital
California
$301K
PIA
96
Pinion Investment Advisors
Kansas
$288K +$17.5K +1,030 +7%
RFC
97
Regions Financial Corp
Alabama
$280K
PS
98
Principal Securities
Iowa
$278K +$267K +15,723 New
MCA
99
MSH Capital Advisors
Arizona
$275K -$8.87K -522 -3%
WB
100
WesBanco Bank
West Virginia
$272K