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Adams Diversified Equity Fund
ADX

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
126
BDO Wealth Advisors
Florida
$61.6K +$60.4K +3,963 New
GEA
127
Glen Eagle Advisors
New Jersey
$58.9K – – –
AF
128
Allworth Financial
California
$57.7K +$56.5K +3,709 New
BFEC
129
Benjamin F. Edwards & Company
Missouri
$55K – – –
TJHA
130
Thomas J. Herzfeld Advisors
Florida
$34.8K +$61 +4 +0.2%
EI
131
Ellevest Inc
New York
$32.9K – – –
PFG
132
Piershale Financial Group
Illinois
$29.8K +$61 +4 +0.2%
SFG
133
Steward Financial Group
Texas
$20K – – –
IGWM
134
ICA Group Wealth Management
Colorado
$19.7K – – –
SIC
135
Salem Investment Counselors
North Carolina
$18.7K – – –
AP
136
Atwood & Palmer
Missouri
$16.4K – – –
SSB
137
Sandy Spring Bank
Maryland
$15.2K – – –
IA
138
IFP Advisors
Florida
$14.2K -$56K -3,679 -80%
PMFA
139
Plante Moran Financial Advisors
Michigan
$11.1K – – –
BSB
140
Bangor Savings Bank
Maine
$10.6K – – –
SIS
141
Sound Income Strategies
Florida
$9.56K – – –
PTC
142
Private Trust Company
Ohio
$9.52K – – –
CPFP
143
Clear Perspectives Financial Planning
Ohio
$7.09K – – –
LFG
144
Larson Financial Group
Missouri
$6.3K – – –
WPA
145
West Paces Advisors
Georgia
$5.71K +$5.59K +367 New
SA
146
SRH Advisors
Kansas
$5K – – –
FWM
147
Focused Wealth Management
New York
$4.96K – – –
RDIA
148
RE Dickinson Investment Advisors
Iowa
$4K – – –
MBFW
149
Morton Brown Family Wealth
Pennsylvania
$3.02K +$2.95K +194 New
MCA
150
Maryland Capital Advisors
Maryland
$2.72K – – –
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