We are live on ! Find out more
ADX icon

Adams Diversified Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$243K +$261 +13 +0.1%
MCA
127
MSH Capital Advisors
Arizona
$240K -$14.8K -735 -5%
PAG
128
Private Advisor Group
New Jersey
$239K -$2.47K -123 -1%
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$235K -$2.09K -104 -0.8%
KWM
130
Kingsview Wealth Management
Oregon
$228K +$4.46K +222 +2%
WB
131
WesBanco Bank
West Virginia
$216K
FCMC
132
Founders Capital Management (Connecticut)
Connecticut
$216K +$4.74K +236 +2%
SWM
133
Silverlake Wealth Management
Vermont
$205K -$11.1K -554 -5%
VF
134
Virtu Financial
New York
$203K +$215K +10,686 New
KWA
135
Kingswood Wealth Advisors
California
$203K -$14.3K -710 -6%
CFS
136
CRA Financial Services
New Jersey
$190K
AF
137
Allworth Financial
California
$183K +$4.4K +219 +2%
TCM
138
Tradewinds Capital Management
Washington
$168K
US Bancorp
139
US Bancorp
Minnesota
$139K -$40.4K -2,009 -22%
CCM
140
Coldstream Capital Management
Washington
$113K +$120K +5,955 New
MWM
141
MorganRosel Wealth Management
Colorado
$100K +$106K +5,292 New
SPIA
142
Steward Partners Investment Advisory
New York
$99.3K -$29.2K -1,456 -22%
FCT
143
First Community Trust
Iowa
$88.9K
GEA
144
Glen Eagle Advisors
New Jersey
$87.6K +$2.01K +100 +2%
FCAS
145
First Command Advisory Services
Texas
$83.9K
LI
146
LRI Investments
Florida
$54.4K +$1.25K +62 +2%
Comerica Bank
147
Comerica Bank
Texas
$53.5K -$2.73K -136 -5%
SS
148
Sunbelt Securities
Texas
$48.5K -$221 -11 -0.4%
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$46K +$16.7K +832 +52%
UB
150
UMB Bank
Missouri
$45.7K +$48.3K +2,406 New