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Adams Diversified Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FCMC
101
Founders Capital Management (Connecticut)
Connecticut
$212K +$437 +24 +0.2%
HKIM
102
Hayek Kallen Investment Management
Alabama
$211K – – –
PAG
103
Private Advisor Group
New Jersey
$200K -$703K -38,649 -78%
FCT
104
First Community Trust
Iowa
$157K – – –
SWM
105
Spire Wealth Management
Virginia
$154K -$11.2K -618 -7%
MWM
106
MinichMacGregor Wealth Management
New York
$136K – – –
JP Morgan Chase
107
JP Morgan Chase
New York
$112K – – –
IA
108
IFP Advisors
Florida
$104K +$123K +6,754 New
CWC
109
Carolinas Wealth Consulting
North Carolina
$68K – – –
GEA
110
Glen Eagle Advisors
New Jersey
$65.9K – – –
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$63K +$18.3K +1,007 +42%
CA
112
Clearstead Advisors
Ohio
$50K – – –
PFSC
113
Peoples Financial Services Corp
Pennsylvania
$50K +$49.7K +2,732 New
APA
114
American Portfolios Advisors
New York
$43.2K +$15.3K +841 +56%
EI
115
Ellevest Inc
New York
$43K +$42.8K +2,354 New
Bessemer Group
116
Bessemer Group
New Jersey
$42K +$36.5K +2,004 +726%
MCC
117
Money Concepts Capital
Florida
$42K +$41.6K +2,285 New
Koshinski Asset Management
118
Koshinski Asset Management
Illinois
$38.3K – – –
US Bancorp
119
US Bancorp
Minnesota
$37K – – –
HI
120
Hudock Inc
Pennsylvania
$28K – – –
GLLW
121
Graves Light Lenhart Wealth
Virginia
$28K +$546 +30 +2%
HCP
122
Hexagon Capital Partners
Arkansas
$26K – – –
SFG
123
Steward Financial Group
Texas
$24K – – –
SIC
124
Salem Investment Counselors
North Carolina
$22K – – –
AP
125
Atwood & Palmer
Missouri
$19K – – –