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Adams Diversified Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WI
126
WJ Interests
Texas
$78.9K +$82.2K +5,430 New
IA
127
IFP Advisors
Florida
$71K -$41.1K -2,711 -37%
BAM
128
Belpointe Asset Management
Nevada
$61.1K +$63.6K +4,200 New
RBC
129
Romano Brothers & Co
Illinois
$61.1K +$63.6K +4,200 New
GEA
130
Glen Eagle Advisors
New Jersey
$55.1K +$3.3K +218 +6%
BFEC
131
Benjamin F. Edwards & Company
Missouri
$51K
CA
132
Clearstead Advisors
Ohio
$36.4K
TJHA
133
Thomas J. Herzfeld Advisors
Florida
$32.5K +$1.95K +129 +6%
EI
134
Ellevest Inc
New York
$30.8K -$3.62K -239 -10%
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$29K
PFG
136
Piershale Financial Group
Illinois
$27.8K +$28.9K +1,910 New
SFG
137
Steward Financial Group
Texas
$19K +$20.4K +1,350 New
IGWM
138
ICA Group Wealth Management
Colorado
$18.4K +$19.2K +1,266 New
SIC
139
Salem Investment Counselors
North Carolina
$17.4K
AP
140
Atwood & Palmer
Missouri
$15.4K
SBL
141
Sargent Bickham Lagudis
Colorado
$14.5K
SSB
142
Sandy Spring Bank
Maryland
$14.2K
PMFA
143
Plante Moran Financial Advisors
Michigan
$10.4K
BSB
144
Bangor Savings Bank
Maine
$10K
WOSD
145
WFA of San Diego
California
$9.18K +$9.56K +631 New
PTC
146
Private Trust Company
Ohio
$9K -$8.06K -532 -47%
SIS
147
Sound Income Strategies
Florida
$8.94K
BlackRock
148
BlackRock
New York
$6.89K +$394 +26 +6%
CPFP
149
Clear Perspectives Financial Planning
Ohio
$6.63K
LFG
150
Larson Financial Group
Missouri
$5.89K