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Adams Diversified Equity Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AHL
126
Abel Hall LLC
Louisiana
$250K
TIAA Trust, National Association
127
TIAA Trust, National Association
North Carolina
$241K +$16.6K +761 +8%
SWM
128
Silverlake Wealth Management
Vermont
$241K
WIA
129
World Investment Advisors
California
$232K +$227K +10,409 New
VIPI
130
Vista Investment Partners II
Indiana
$232K
SCA
131
Snowden Capital Advisors
New York
$228K +$4.54K +208 +2%
AF
132
Allworth Financial
California
$227K +$4.54K +208 +2%
VFPW
133
Vantage Financial Partners (Wisconsin)
Wisconsin
$226K +$4.52K +207 +2%
BFWA
134
Benchmark Financial Wealth Advisors
Florida
$224K +$4.5K +206 +2%
CFS
135
CRA Financial Services
New Jersey
$223K
BCA
136
Bay Colony Advisors
Massachusetts
$223K +$3.69K +169 +2%
VA
137
Valmark Advisers
Ohio
$218K
SWP
138
Stratos Wealth Partners
Ohio
$217K +$212K +9,723 New
PIA
139
Pinion Investment Advisors
Kansas
$216K -$72.6K -3,323 -26%
HWMO
140
Heritage Wealth Management (Ohio)
Ohio
$215K
GA
141
GoalVest Advisory
New York
$209K +$5.96K +273 +3%
SPIA
142
Steward Partners Investment Advisory
New York
$209K +$84K +3,847 +69%
Creative Planning
143
Creative Planning
Kansas
$208K -$81K -3,710 -29%
SFA
144
Sequoia Financial Advisors
Ohio
$204K +$200K +9,143 New
CIBC Private Wealth Group
145
CIBC Private Wealth Group
Georgia
$200K +$174K +7,981 +818%
TCM
146
Tradewinds Capital Management
Washington
$198K +$44 +2 +0%
US Bancorp
147
US Bancorp
Minnesota
$170K +$3.43K +157 +2%
GEA
148
Glen Eagle Advisors
New Jersey
$107K +$2.16K +99 +2%
FCT
149
First Community Trust
Iowa
$104K
Comerica Bank
150
Comerica Bank
Texas
$98.6K +$2.73K +125 +3%