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Adams Diversified Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FCB
126
First Command Bank
Texas
$13K
FCFS
127
First Command Financial Services
Texas
$13K
PMFA
128
Plante Moran Financial Advisors
Michigan
$13K +$11.8K +713 +485%
GWM
129
Geneos Wealth Management
Colorado
$12K
TCWM
130
Total Clarity Wealth Management
Illinois
$11K +$11.9K +715 New
BSB
131
Bangor Savings Bank
Maine
$10K +$11.3K +680 New
BlackRock
132
BlackRock
New York
$7K -$1.53K -92 -17%
CPFP
133
Clear Perspectives Financial Planning
Ohio
$7K
S
134
SignatureFD
Georgia
$7K +$8K +482 New
LFG
135
Larson Financial Group
Missouri
$6K
SA
136
SRH Advisors
Kansas
$5K
FWM
137
Focused Wealth Management
New York
$5K +$17 +1 +0.3%
RDIA
138
RE Dickinson Investment Advisors
Iowa
$4K +$4.78K +288 New
MCA
139
Maryland Capital Advisors
Maryland
$3K
TAM
140
Tucker Asset Management
Colorado
$2.16K
WT
141
Whittier Trust
California
$2K
AWM
142
Avior Wealth Management
Nebraska
$1K
FF
143
FourThought Financial
Florida
$1K
RMC
144
Resources Management Corp
Connecticut
$1K
H6H
145
Hightower 6M Holding
Kansas
-$2.67M -144,693 Closed
CAG
146
Csenge Advisory Group
Florida
-$278K -15,091 Closed
UCFA
147
United Capital Financial Advisors
Texas
-$226K -12,280 Closed
SCM
148
Segantii Capital Management
Hong Kong
-$212K -11,502 Closed
FCMC
149
Founders Capital Management (Connecticut)
Connecticut
-$212K -11,473 Closed
SWM
150
Spire Wealth Management
Virginia
-$154K -8,330 Closed