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Adams Diversified Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
126
Ethos Financial Group
Pennsylvania
$202K -$3.11K -146 -2%
TCM
127
Tradewinds Capital Management
Washington
$191K
US Bancorp
128
US Bancorp
Minnesota
$191K -$31.3K -1,473 -14%
CSWM
129
Cassady Schiller Wealth Management
Ohio
$151K
SPIA
130
Steward Partners Investment Advisory
New York
$132K -$9.04K -425 -7%
FCT
131
First Community Trust
Iowa
$101K -$41.9K -1,970 -30%
GEA
132
Glen Eagle Advisors
New Jersey
$89K +$1.74K +82 +2%
LI
133
LRI Investments
Florida
$62.5K +$59.6K +2,803 New
Comerica Bank
134
Comerica Bank
Texas
$61.5K
SS
135
Sunbelt Securities
Texas
$55.3K
GWM
136
Geneos Wealth Management
Colorado
$48.9K +$48.3K +2,269 New
PMFA
137
Plante Moran Financial Advisors
Michigan
$44.9K
RIL
138
Rothschild Investment LLC
Illinois
$41K -$4.34K -204 -10%
AIC
139
Archer Investment Corporation
Indiana
$40.7K
FFA
140
Farther Finance Advisors
California
$30.2K +$29.8K +1,400 New
AP
141
Atwood & Palmer
Missouri
$22.8K
CTC
142
Central Trust Company
Missouri
$21.6K +$21.3K +1,000 New
SSB
143
Sandy Spring Bank
Maryland
$21K
IA
144
IFP Advisors
Florida
$19.8K
LIS
145
Legacy Investment Solutions
Idaho
$17.8K +$16.8K +792 New
LWMI
146
Legacy Wealth Management (Idaho)
Idaho
$17.8K +$16.8K +792 New
KSWA
147
Kathleen S. Wright Associates
Pennsylvania
$14.3K
PTC
148
Private Trust Company
Ohio
$14.3K +$255 +12 +2%
BSB
149
Bangor Savings Bank
Maine
$13.6K
SIS
150
Sound Income Strategies
Florida
$13.3K