We are live on ! Find out more
ADX icon

Adams Diversified Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BTNA
101
Bremer Trust National Association
Minnesota
$14K +$16.7K +1,137 New
AP
102
Atwood & Palmer
Missouri
$13K – – –
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$10K – – –
SF
104
Synovus Financial
Georgia
$10K +$11.5K +782 New
1NWS
105
1 North Wealth Services
Maryland
$8K +$9.62K +654 New
GEA
106
Glen Eagle Advisors
New Jersey
$7.48K – – –
KCM
107
Karp Capital Management
California
$6K +$6.88K +468 New
RFM
108
Royal Fund Management
Florida
$6K +$7.62K +518 New
ME
109
McIlrath & Eck
Washington
$5K – – –
FHB
110
First Hawaiian Bank
Hawaii
$2K – – –
APA
111
American Portfolios Advisors
New York
$1.94K – – –
ZIG
112
Zuckerman Investment Group
Illinois
– -$6.41M -384,549 Closed
BC
113
Brinker Capital
Pennsylvania
– -$2.63M -157,600 Closed
MWM
114
MinichMacGregor Wealth Management
New York
– -$200K -124,859 Closed
AA
115
Ancora Advisors
Ohio
– -$1.58M -94,560 Closed
BRWA
116
B. Riley Wealth Advisors
Florida
– -$1.36M -81,619 Closed
William Blair & Company
117
William Blair & Company
Illinois
– -$420K -25,204 Closed
MWM
118
Mission Wealth Management
California
– -$304K -18,253 Closed
DA
119
Doliver Advisors
Texas
– -$233K -14,005 Closed
Envestnet Asset Management
120
Envestnet Asset Management
Illinois
– -$226K -13,586 Closed
OTC
121
Opera Trading Capital
France
– -$203K -12,201 Closed
KJWM
122
Kiley Juergens Wealth Management
Washington
– -$100K -6,000 Closed
WAS
123
WESPAC Advisors SoCal
California
– -$70K -4,241 Closed
LA
124
Legacy Advisors
Pennsylvania
– -$63K -3,750 Closed
WAM
125
Wolverine Asset Management
Illinois
– -$51K -3,104 Closed