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Adams Diversified Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
101
Pinion Investment Advisors
Kansas
$236K +$457 +30 +0.2%
V
102
Veritable
Delaware
$221K
CFS
103
CRA Financial Services
New Jersey
$218K -$2.28K -150 -1%
SWM
104
Silverlake Wealth Management
Vermont
$213K
Truist Financial
105
Truist Financial
North Carolina
$207K +$61 +4 +0%
MOS
106
MGO One Seven
Ohio
$198K +$17.7K +1,162 +10%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$196K -$142K -9,336 -42%
SFS
108
Sowell Financial Services
Arkansas
$195K +$191K +12,539 New
Deutsche Bank
109
Deutsche Bank
Germany
$192K
LNWWM
110
Laird Norton Wetherby Wealth Management
California
$190K
US Bancorp
111
US Bancorp
Minnesota
$186K
CL
112
Choreo LLC
Illinois
$185K
GT
113
Glenmede Trust
Pennsylvania
$183K
OAM
114
Occidental Asset Management
California
$182K +$20.6K +1,350 +13%
BCM
115
Bluefin Capital Management
New York
$180K
OC
116
Oppenheimer & Co
New York
$176K +$10.6K +694 +7%
CWM
117
Connecticut Wealth Management
Connecticut
$165K
PWPS
118
Pinnacle Wealth Planning Services
Ohio
$162K +$159K +10,441 New
CWC
119
Carolinas Wealth Consulting
North Carolina
$160K +$6.49K +426 +4%
Lido Advisors
120
Lido Advisors
California
$157K +$154K +10,109 New
EP
121
Eudaimonia Partners
Tennessee
$156K
FCT
122
First Community Trust
Iowa
$133K
PA
123
Parallel Advisors
California
$85.5K +$83.8K +5,500 New
SPIA
124
Steward Partners Investment Advisory
New York
$84.3K +$82.5K +5,420 New
BAM
125
Belpointe Asset Management
Nevada
$65.3K